Tier 1 - Foundation Plan

The Foundation Plan is designed for entrepreneurs and early-stage business owners who need to establish structure, clarity, and financial control before scaling. At this stage, most businesses struggle not because of lack of effort, but because of lack of systems. This plan focuses on giving your business a strong operational backbone — ensuring that every process, dollar, and decision supports sustainable growth.

What’s Included:

1. Business Structure Review

We’ll start with a comprehensive audit of your current business model — from how your operations run day to day, to how you market, sell, and manage finances.

You’ll receive actionable insights on:

• How to streamline workflows and reduce wasted effort

• Where to tighten your sales and customer management process

• How to align marketing efforts with your target audience and business goals

• Identifying your key performance indicators (KPIs) to track progress

2. Monthly Strategy Session (1 hour)

Each month, we’ll meet to evaluate your progress, review financials, and adjust your strategy as needed.

These sessions focus on solving current challenges, prioritizing what drives growth, and keeping your business on track with a clear roadmap.

3. Basic Budgeting and Cash Flow Setup

We’ll build a custom financial dashboard that shows where your money is going, how much you’re earning, and where to improve profitability.

• Budget setup aligned with your goals

• Cash flow forecasting for the next 3–6 months

• Expense management strategies to increase margin

4. Access to Business Templates and Tools

You’ll gain access to proven templates to save time and make better decisions, including:

• Monthly budget tracker

• Sales projection sheet

• Business planning framework

• Simple marketing calendar

These tools help you run your business like a professional operation, even if you’re just starting out.

5. 24-Hour Email Support

Whenever you have a question or need clarity, you’ll have direct email access with a guaranteed 24-hour response time. Whether it’s a question about pricing, a client issue, or a financial adjustment, you’ll never feel like you’re figuring it out alone.

Goal: Build a Strong Business Foundation

By the end of this plan, your business will have:

• A clear operational structure and accountability system

• A working financial plan with predictable cash flow

• Defined sales and marketing goals

• A repeatable framework for decision-making and growth

The Foundation Plan is about turning your business into a structured, sustainable operation — one that can grow confidently without chaos or guesswork.