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.

Ready to talk?

20-min free strategy call with one of the founders.

Book Strategy Call