For Business Advisors, Coaches, and Consultants

From many business advisors, coaches, and consultants, we have it on good authority that
A) you probably spend 25%-40% of your time prospecting and marketing — not making money.

And B) 8 out of 10 advisors tell us they wish their clients had a business plan!

Also, C) it costs about 5X more to engage a new client as it does to expand working with an established client.

Here’s How You Make A+B+C=$
Although we offer variety of tech-powered templates to address a myriad of crucial business needs,
let’s start with the business foundation — their business plan.

Here, I’ll explain how easily you can help clients put a good one together using our dashboard.
And you’ll both have a real, working funding / strategic / operational plan / playbook you can use
to really help them going forward… and stay in the loop as long as you like.

Everything we offer works the same way so the process I’ll describe can be
used over and over again in all areas of their business.

Clients Do Most of the Work
They have to because they know their business.
In fact, most of the narrative text is already written.
(It’s easier to edit than to write from scratch!)
so they start with a rich palette of usable ideas they can easily customize and incorporate.

Throughout the Narrative, We Include Commentary & Direction
as if we/you were sitting next to them, plus there are 1-5 minute videos with each section
introducing the why and what for the best approach to each business area.

This will save you ton of time explaining…
The funny thing is, you’ll get credit for bringing all this to their attention!

One client, with an MBA in Finance and has run 3 companies told us that it,

“Showed me things I didn’t know…
It serves as a compass through the chaos.“

3 Ways You Can Play This…

DIY
Your clients can do it themselves, just send them a link and they can join and get started on their own.
We share 20-30% of their ongoing subscription.
(Use your Referral Link to save 20-30% on your own subscription!)

Do It For Them
Some clients are willing to pay to have it all done for them.
You can charge some real money for this project, and the
Business Power Tools dashboard makes it easy as possible
for you to deliver an extraordinary business plan.

Do It WITH Them
This is likely the most realistic option…
Perhaps neither of you really wants to write a business plan.
We get it.
“I don’t need a business plan… “
“I know what I’m doing.”
“Nobody reads business plans anyway.”
(Why? If it’s written as if a student was trying to BS their way through a school paper?)

BUT…
When you’re growing a company, working with a team, and/or planning to raise capital,
especially selling the business, how do you proceed without a thorough plan promoting the future upside?

Your Job…
Will be coaching them along the way — keeping the project going.
“Ok, Fill-in the Management Team Section and We’ll Go Over it On Tuesday.”

Make that 40% Prospecting Time Pay-Off
Put Your Logo / Branding On the Dashboard
Use it as a potent sales presentation to show clients how easy this now is.

Expand Your Menu of Capabilities, Offer More to Current Clients
Since reaching-out to current clients costs only ~20% of establishing a new client,
with the Business Power Tools dashboard and tech-powered templates,
you’ve got many new opportunities to offer:

Comprehensive Business Funding or Strategic Plan
Financial Models for Funding, Loans, Non-Profit
Employee Policies Handbook
Detailed Job Profiles
Strategic Marketing Plan & Budget
Press Releases
Operational Procedures
OSHA Safety Plan
Sales Prospecting & Customer Service Letters
Easy-to-Understand Business Contracts in Plain-English
And a lot more — All useful to make building your clients’ businesses easier

And, You Have a Personally-Brandable Presentation Tool to Make the Sale

“Just a note of thanks and appreciation for dealing with you over the years.
I have found your software to be unique, easy to use and very helpful in my practice.
Also, I deeply appreciated the excellent response you gave when I needed help.”
~ Ben Clements, Newtown, PA

“I love the program! It suits my business needs, professional & easy to use.”
~ Mae Clark, Carlisle Group, Inc., Dallas, TX

Easy Steps To More Client Business Now

Get Your Referral Partner Account…
Join Our FREE Advisor Referral Network…
Schedule a Tour to See How It Works
Use Your Referral Partner link to Save 20-30% On Your Own Subscription
Click Around – Use It Yourself For Your Own Business…
Add Your Branding – Logo & Slogan
Imagine Everything You can Offer Your Clients
Send Emails (We’ll Give You Templates!)
Discuss Your Clients’ Needs – Demo the Dashboard
(Optional: Gather 6-8 Clients – Schedule a Time With Us and We’ll Demo it For You)
Subscribe Them and Coach Them, at Your Rate, Through These New Projects