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Client Plan Reviews

The Bronze Plan’s items are listed in a fairly specific order, as you’ve already observed. The order guides you through the preliminary steps of developing your Go-Forward-Strategy, or even a full-fledged strategic plan.…with all future plans having a methodical process that provides the deliverables you’re hoping to achieve. Example:
  • Market Reports – market data that becomes the foundation for your plans.
  • Publications – additional market information that are topical, industry specific, categorically aligned, and relevant to numerous (albeit unique) market conditions.
  • Outlines & Templates – the expression of necessary components for your plan of action. Plan the work, work the plan. A universal approach to successful outcomes.

Once you have developed a plan (using these tools and/or using your own), you can schedule a 15-minute Zoom call using Calendly, and we can chat about your plan and anticipated deliverables. We will be available for these reviews twice per year. If you need further assistance, Personal Coaching is available.