Skip to content

Business Planning

Expert Business Planning to Grow Your Business

Expert business planning to help you succeed.

Our business planning service is designed to help businesses of all sizes, whether they are startups or established businesses, get organized and develop a solid plan for growth. We work closely with our clients to create core business processes that will streamline their operations and make them more efficient. Our team also helps clients establish intelligent reporting systems that provide valuable insights into the performance of their business. We offer staff management services and training to help our clients build and manage effective teams. For businesses that need help putting their overall vision on paper, we offer an optional Vision Bootcamp to guide them through the process.


With our comprehensive business planning service, businesses can get the support that they need
to achieve their goals and succeed in today’s competitive marketplace.

Step 1: Vision

Having a clear vision is the first step for the long-term growth of any company. A clear vision outlines your goals and what you want to achieve. It gives your team something to work towards and helps to keep everyone focused and on track. It also acts as a guide to decision-making and gives everyone a shared understanding of the company’s purpose and direction. A clear company vision can also help to attract and retain talent, as it acts as a motivator and helps to show potential employees that the company has a purpose and knows where it is headed.

Creating a business plan is not possible without first having a clear vision. If you need assistance in getting your vision “on paper” you can sign up for our Vision Bootcamp where we will walk you and your team through the process of establishing and documenting a clear vision for your company. 

Need help with your vision? Sign up for our
Vision Bootcamp

Need help with your vision? Sign up for our
Vision Bootcamp

Step 2: Goals

Now that you have a clear vision for your company it is much easier to establish achievable goals. As a company you may set goals like, getting more organized or more efficient, or having better reporting. Whatever your goal is, we can help you create a process to acheive it. Based on our experience working with many different types of businesses we have narrowed the average company’s goals to 3 different types.

Better Organization which equals more efficiency. Better Insights & Reporting Better Recruiting & Staff Management.

With these goals in mind we have created 3 packages that will help you achieve the goal that is most important to you.
ORGANIZATION & EFFICIENCY

Process Package

Core process design can help you streamline operations, manage costs, and enhance collaboration between teams. Additionally, having well-defined processes can reduce errors and improve customer service. By establishing core business processes, you can create a unified, consistent way of doing things that will help your business reach its goals. 

With this package we will help you create a documented “Company Way” from your vision and goals. A written and visual of your core business processes.

REPORTING & ANALYZING

Data Package

Good reporting can provide insight into financial performance, customer trends, marketing effectiveness, and operational performance. With improved reporting, you can evaluate the effectiveness of existing strategies, identify opportunities for improvement, and support better decision-making.

With this package we will build a business intelligence dashboard for your company, giving you the exact KPI’s that are important to you.

STAFF MANAGEMENT

People Package

Core process design can help you streamline operations, manage costs, and enhance collaboration between teams. Additionally, having well-defined processes can reduce errors and improve customer service. By establishing core business processes, you can create a unified, consistent way of doing things that will help your business reach its goals. With this package we will help you create a documented “Company Way” from your vision and goals. A written and visual of your core business processes.

Step 3: Tracking

Tracking the overall progress of your business provides a benchmark for assessing your performance and allows you to make informed decisions about the direction of your business. It also gives you insight into which areas of your business are doing well and which need improvement, allowing you to stay on top of your business and make necessary changes. Tracking also enables you to determine whether your current strategies are effective and whether you need to make adjustments or adopt new strategies to reach your goals.

Our Monthly Coaching will help ensure that your investment into business planning pays off. In order to reach the goals set and accomplish the vision of your company, it is important to follow the plan. Our Business Coaches will schedule monthly meetings with you and your team to help keep you accountable and on track toward your goals.

Love the team at Planned Growth. They have successfully built our new site and integrated our business operations with ZOHO ONE. They are great to work with.
- Edan

MONTHLY

Coaching Plan
$499/mo.

-Access to Business Coach
- Monthly Progress Call
- Quarterly Traction Meeting



MONTHLY

Coaching Plan
$499/mo.

-Access to Business Coach
- Monthly Progress Call
- Quarterly Traction Meeting



Business Planning Services - Improve Business

Learn About the Benefits of Business Planning Services

Business planning services offer business owners powerful insight into their business, industry and customers. Learn why these beneficial services are a must for business owners who are committed to growth and sustainability.

Business Planning Services - Improve Business

Learn About the Benefits of Business Planning Services

Business planning services offer business owners powerful insight into their business, industry and customers. Learn why these beneficial services are a must for business owners who are committed to growth and sustainability.