01
Break-Even Sheet
One table that tells you how many clients, units, or dollars of revenue you need each month to cover costs.
Real work products
What you actually get.
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 Eitan and Ligal have used advising businesses since the COVID period (Plan B Business is official since 2026). Not theory: the documents we build in your business.
21 deliverables, 6 areas
Every document below has run inside a real business.
Finance
(7)02
Daily Revenue Target
One number your sales team opens every morning: how much needs to close today to stay on track for the month.
03
Monthly Revenue Target
The month's target broken down by product or service, by location or region, and by salesperson.
04
13-Week Cash Flow Forecast
A spreadsheet showing every week: opening balance, expected receipts, payments due, closing balance.
05
Payment Priority Map
A structured payment order: payroll, then critical vendors, then tax authorities, then everyone else. What gets paid first each week.
06
Pricing Table
A clean price list for every product and service, including allowed discounts and negotiation ranges for your sales team.
07
Profitability Map
An analysis showing which offers actually earn and which quietly subsidize the rest. Then the optimal mix.
Sales
(4)08
Discovery Call Script
A structured script for discovery calls: 12 opening questions, an investigation flow, summary, and close.
09
Follow-Up Sequence
A series of 5-7 follow-up messages with timing, matched to the funnel stage and the relationship.
From the field
A dental clinic: every appointment not booked within 48 hours entered a 7-touch sequence over 30 days, and an automated reminder cut last-minute cancellations significantly.
10
Message Templates
Ready-to-send templates for every situation: new lead, after a meeting, follow-up, renewal, payment reminder.
11
CRM Stage Map
A lead and opportunity stage structure in your CRM, with the required action defined for every stage.
Marketing
(2)12
12-Month Campaign Calendar
Twelve months of planned campaigns: what launches, when, on which channels, and toward which goal.
13
Landing Page Blueprint
A wireframe for a converting landing page: hero, value props, social proof, FAQ, CTA.
Operations
(1)16
Standard Operating Procedure (SOP)
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, with no crisis.
Management
(4)15
Weekly KPI Report
One table of the numbers that matter: sales, margin, leads, close rate, cash. Updated every Monday.
17
Role Scorecard
A clear role document for every employee: 5-7 key outcomes, KPIs, and a daily and weekly routine.
20
Meeting Summary
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.
21
Client Task Plan
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.
Strategy
(3)14
90-Day Action Plan
3 key goals, 12 tasks, a quarterly breakdown, and weekly KPIs.
18
Customer Journey Map
Every touchpoint documented: how customers discover you, buy, come back, and refer.
19
Diagnostic Report
A written document at the start of the engagement: 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.
How to start
Two ways to get these into your business.
FAQ
Questions founders ask about the deliverables.
Do I get all 21 deliverables?
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It depends on the engagement. 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.
What format do the deliverables come in?
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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.
How is this different from free templates online?
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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.
Can I buy a single deliverable?
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We do not sell one-off documents to international clients. If you need something narrower, contact us and we will scope a custom quote.
Tell us your bottleneck. We will tell you which deliverables move it.
20 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.