Planning Session 
Financial and Strategic Planning

Overview: This phase establishes core strategies in sales, marketing, finance, and operations. We’ll map out KPIs, supply chains, and resources, making sure all elements are aligned for effective implementation.
 

What we can cover:

• Financial model and options

• sales & marketing strategy defined.

• opperational plan defined.

• Supply chain identified.

• Understanding Key performance indicators. What is possible with the resources available.

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Specialist Offer: I can also assist in creating your investment deck, tailored to your specific business needs.

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Deliverables:

• 1-Hour online consultation
   

How my sessions work:

1. You present the work you were set in the session before. (Adding pages to slide decks)

2. We discuss the topics on hand. (Pre determined at the beginning of the program by me)

3. We set work to be completed and plan our next meet.
    

You will receive a follow up of our conversations key topics and any resources needed by email.
 

What I will deliver: 
Guidance. Knowledge. Know how. I will endeavour to make sure you see through the course. I wrote this process because it works. We wont be cutting corners.
 

If we are writing a document, business plan, or an investment deck I will track the development of your document with my own version which will be shared at the end of each session if I feel it's necessary. You will write these documents. But the true value isn't a document, its the work you do to create it.