Most consulting is sold on promises: we will help you grow. Plan B Business sells work products - documents you keep, people we train, systems that run without us. This page lists 21 real deliverables our clients receive, from the same playbook built over a decade of hands-on business consulting, 2015-2026. Not theory. Field-tested, with results.
One table that tells you how many clients, units, or dollars of revenue you need each month to cover costs.
From the field
A 50-seat boutique restaurant: break-even at 87 covers per average day. Below that number, the day runs at a loss.
One number your sales team opens every morning: how much needs to close today to stay on track for the month.
From the field
A B2B marketing agency set a daily new-sales target the team checks at 3pm. No more discovering a bad month on the 28th.
The month's target broken down by product or service, by location or region, and by salesperson.
From the field
A retail chain split its monthly target across two locations and every product category. Each manager owns a number.
A spreadsheet showing every week: opening balance, expected receipts, payments due, closing balance.
From the field
A B2B food manufacturer spotted 4 at-risk weeks before they arrived. Collections moved up and the credit line was extended in time.
A structured payment order: payroll, then critical vendors, then tax authorities, then everyone else. What gets paid first each week.
From the field
A service business in a cash crunch went from chaos to a clear payment map. The owners started sleeping again.
A clean price list for every product and service, including allowed discounts and negotiation ranges for your sales team.
From the field
A design agency moved from 3 fuzzy packages to clear Good/Better/Best tiers. Close rate went up.
An analysis showing which offers actually earn and which quietly subsidize the rest. Then the optimal mix.
From the field
A hair salon found that 2 of its 8 services produced 60% of profit. Shifting the mix doubled monthly profitability.
A structured script for discovery calls: 12 opening questions, an investigation flow, summary, and close.
From the field
A financial advisory firm moved from a 12% to a 29% close rate within 60 days of working the script.
A series of 5-7 follow-up messages with timing, matched to the funnel stage and the relationship.
From the field
A marketing agency automated its follow-up sequence. Response from forgotten leads rose 40%.
Ready-to-send templates for every situation: new lead, after a meeting, follow-up, renewal, payment reminder.
From the field
A boutique bakery runs on 14 templates. The team saves 3 hours a day not writing from scratch.
A lead and opportunity stage structure in your CRM, with the required action defined for every stage.
From the field
A real estate agency built an 8-stage structure. Every lead knows exactly where it stands. Zero forgotten leads.
Twelve months of planned campaigns: what launches, when, on which channels, and toward which goal.
From the field
A cosmetics chain ran 12 annual campaigns across 4 channels. Revenue rose 32% year over year.
A wireframe for a converting landing page: hero, value props, social proof, FAQ, CTA.
From the field
A B2B financial consultancy: one page converting at 6%, a second variant for a different audience at 11%.
A one-page document for every recurring process: steps, owner, expected output, what to do when it breaks.
From the field
A kosher butcher shop documented 8 SOPs. The owner took two weeks off. Zero problems.
One table of the numbers that matter: sales, margin, leads, close rate, cash. Updated every Monday.
From the field
A service business went from no numbers to a fixed weekly KPI report. Decisions now take hours, not days.
A clear role document for every employee: 5-7 key outcomes, KPIs, and a daily and weekly routine.
From the field
A 4-person ad agency gave every employee a scorecard with KPIs. Clear ownership replaced daily confusion.
Every advisory session documented in writing the same day: what was decided, tasks, owners, timeline.
From the field
Every session with us ends in a written summary. Nobody forgets what was agreed. Accountability stays clear.
A weekly or monthly task list between advisory sessions. Who does what, by when.
From the field
On monthly advisory, every client gets a between-sessions plan. Implementation runs at 70%+, not 30%.
3 key goals, 12 tasks, a quarterly breakdown, and weekly KPIs.
From the field
A dental clinic stuck on a plateau for 2 years grew 11.2% in the first quarter of its 90-day plan.
Every touchpoint documented: how customers discover you, buy, come back, and refer.
From the field
A field service company exposed 4 drop-off points nobody knew existed. Fixing them doubled retention.
A written document after the Situation Room: current state, goals, weak points, and a roadmap.
From the field
Every new client receives this document. Founders keep it to re-read a year later.
It depends on the engagement. The Situation Room produces the diagnostic report, the 90-day action plan, and the 3-5 deliverables most critical for your specific business. Fractional advisory (Standard and Premium) builds the full set progressively across the engagement. The academy gives you the templates and training to build them yourself.
Financial models, forecasts, and KPI reports come as spreadsheets (Google Sheets or Excel). Scripts, SOPs, and summaries come as documents or PDF. Everything is editable and yours to keep after the engagement ends.
Free templates are empty - you do the filling. We fill them with your team, on your business, from your real numbers. The difference is between having a template and having a report that runs the week.
We do not sell one-off documents to international clients. The Situation Room at $365 is the entry point and covers the highest-leverage deliverables for your situation. If you need something narrower, contact us and we will scope a custom quote.
30 minutes on Zoom, no pitch. You leave the call knowing which of the 21 documents your business needs first, whether or not we ever work together.