Strategic Planning
A deep diagnostic that ends with a 1-page operating plan you can actually execute.
For founders who...
- Founders who feel busy but unfocused - lots of motion, not much progress
- Service businesses doing $165K-$3.3M in annual revenue who haven't done structured annual planning in 18+ months
What's included
- 13-month P&L analysis (line by line)
- Customer cohort analysis: who buys what, at what LTV, through which channel
- Pipeline diagnostic: stage-by-stage conversion rates
- Team utilization and compensation audit
- Written 1-page operating plan: 3 numbers, 3 commitments, 3 risks
- KPI dashboard setup (Google Sheets or HubSpot)
- A session with Eitan or Ligal - whichever the business needs, sometimes both - to walk through the plan
What we work toward
- Clear picture of where the 1-2 highest-leverage actions are in your business
- 1-page plan you'll reference for the next 12 months
- Numbers that anchor every operating conversation
- Permission to ignore 80% of what you've been worrying about
Not included
- Implementation - this is the diagnosis and plan, not the 12-month execution
- Marketing campaign management
- Tax/legal/compliance advice
Timeline
First: data gathering + interviews. Then: analysis + plan design. Last: founder workshop + finalization.