Business Planning


PlanningCLUB is our newest group coaching workshop … specifically designed to deliver not only actionable strategies, clarity and focus on your business, but a comprehensive business plan and planning document you can use to:

• Grow your business
• Present to lenders or Angel investors for funding
• Leverage your current resources to massively grow cash flow and profit


At our new PlanningCLUB workshop, you can you arrive in the morning and walk out with a complete business plan when you leave … all the while guided by one of our trained coaches and led through a system that has delivered guaranteed results to tens of thousands of businesses all over the world.

When you walk out of your PlanningCLUB session, you will walk away with a professional business planning document that will give you what you need as an effective tool for further bank funding, Angel investment, bank requirements, suppliers or for keeping shareholders informed.


1. The Business At a Glance
2. USP, Mission, Success Factors, Capital Requirements
3. History
4. Products & Services
5. Structure
6. Success Factors
8. Goals, Milestones, Strategies
9. Marketing
10. Sales
11. Customer Management
12. Pricing
13. The Competitive Landscape
14. Financial Plan
15. 5 Year Income Statement
16. 5 Year Annual Balance Sheet
17. 5 Year Cash Flow
18. Comprehensive Diagnostic
19. Strategies For Improvement

Payment Plans

As a special signing bonus, all new coaching clients receive free access to PlanningClub software and services.