12 Month Business Planning

2 hr

10,000 US dollars

West Atlantic Boulevard

Service Description

📅 12-Month Business Plan (General Template) Month 1 – Foundation Finalize business name, legal structure (LLC, Corp, etc.), and registrations. Open business bank account and set up accounting system. Define mission, vision, and core values. Conduct market research (target audience, competitors, pricing). Month 2 – Branding & Setup Develop brand identity (logo, colors, website, social media). Build a simple but professional website. Secure domain/email addresses. Identify key products/services and finalize pricing. Month 3 – Operations Develop standard operating procedures (SOPs). Create contracts, invoices, and client onboarding documents. Set up tools/software for customer relationship management (CRM). Build supplier/vendor relationships if needed. Month 4 – Marketing Launch Create a 90-day marketing plan. Launch social media campaigns. Start building an email list. Implement referral/rewards program. Month 5 – Sales Push Begin networking (local events, online communities, partnerships). Run promotional offers or launch events. Track sales and customer feedback. Adjust pricing/packaging based on response. Month 6 – Growth Review Review financials (revenue, expenses, cash flow). Adjust marketing strategies. Hire or contract help if needed. Explore additional revenue streams (add-on products/services). Month 7 – Expansion Strengthen online presence (SEO, blogs, ads). Reach out for collaborations/partnerships. Add upsells or bundles to increase average customer spend. Evaluate customer retention strategies. Month 8 – Streamlining Automate repetitive tasks (email, invoicing, scheduling). Review and optimize workflows. Reduce unnecessary expenses. Implement customer loyalty or subscription programs. Month 9 – Scaling Test advanced marketing (Google Ads, influencer marketing, affiliates). Seek funding if needed (loans, investors, grants). Expand product/service line. Consider a new location or online marketplace. Month 10 – Authority Building Launch workshops, webinars, or live events. Gather testimonials and case studies. Publish content (blog, e-book, podcast, or video series). Strengthen brand credibility. Month 11 – Optimization Deep financial review (profit margins, ROI on marketing). Refine sales funnel and customer experience. Negotiate better supplier or vendor contracts. Evaluate team performance and roles. Month 12 – Year-End Review & Planning Review achievements vs. goals. Prepare tax documen

Cancellation Policy

Cancellation Policy: We understand that sometimes plans change. To provide the best service possible and ensure fairness for all customers, we ask that you review and follow our cancellation guidelines below. Appointments/Services Notice Required: Cancellations must be made at least 24 hours in advance of the scheduled appointment. Late Cancellations: Cancellations made less than 24 hours in advance may be subject to a (50% of the service fee). No-Shows: If you do not show up for your scheduled appointment and have not contacted us, you may be charged the full service fee. Events/Workshops Full Refund: Cancel up to 7 days before the event for a full refund. Partial Refund: Cancellations within 3–6 days before the event may be eligible for a 50% refund. No Refund: No refunds will be issued for cancellations made within 48 hours of the event. Subscriptions Monthly Plans: You may cancel your subscription at any time. Your plan will remain active until the end of the billing period. Annual Plans: Annual subscriptions are non-refundable after 7 days from purchase. How to Cancel To cancel, please contact us via: Email: alesha@abovetheresttax.biz Phone: [954-552-2461] Online Account: Log in and manage your booking or subscription from your account settings. We reserve the right to amend this policy at any time. Any updates will be posted on our website.

Contact Details

2758 West Atlantic Boulevard, Pompano Beach, FL, USA
954-552-2461
alesha@abovetheresttax.biz