Get the support your business needs

PlanPivots’ bundled and customized solutions and pricing are designed to meet you where you are at—affordably.

Here’s how PlanPivot can help you

 

Discovery Session

This is where we start to figure out what you need and come up with a plan

  • 90-minute discovery session – completely confidential – we sign a confidentiality agreement

  • Determine what your 4 stage plan looks like and create a short-list of business concepts to evaluate and implement to meet your objectives including:

    • Cash-flow planning and performance

    • Opportunities and trends in your industry

    • Customer service approach / concepts

    • Risk management and protection

    • Business strategy and current state

    • Customer segments: understanding them and leveraging them

    • Marketing plan development

    • The great things you are doing and want to grow

Discovery Session  $500.00           One-time, to create a starting point and plan,

Monthly Consulting

Monthly support to help you implement your business growth strategy—and love every minute of it

We’ll start with a Discovery Session, learn about your business and create a strategic plan for growth, and then we’ll tear into your first-priority so that you begin to achieve your desired results within 30 days of when we start.

Based on your needs, strategic monthly consulting packages range from 3 hours to 10 hours of support per month.

The example below is based on 8 hours of dedicated consultation per month—helping you rock your objectives and achieve your goals:

Sample Monthly Plan

Discovery Session  $500           One-time, to create a starting point and plan,
Monthly Plan  $500/month           5 hours dedicated to making business easier
Total (estimate)    Initial month $1,000, Ongoing $500 monthly
 

Project & Portfolio Management

Centralized organization of your projects, hyper-organized into a single view—helping you see the big picture

Portfolio management refers to the centralized oversight of your projects into a single view (portfolio) to help you prioritize and stay laser-focused on your strategic objectives.

The magic begins when we create a plan to isolate a high priority project and drive it across the finish line—while measuring progress and performance.

Sample Project Plan

Discovery Session  $500           One-time, to create a starting point and plan
Hourly Plan  $150/hour           10 hours/month dedicated to keeping your project on track
Total (estimate)    Initial month $2,000, Ongoing $1,500 monthly

Customized Services

Business Training & Workshops

Tap into my business knowledge

Once we complete our Discovery Session, I’ll identity training and workshops that will help you take your business to the next level.

Business Training

Failing to plan is planning to fail

Develop a training plan to support your new way of working and new skills. Training includes:

  • Tracking information that is critical to your decision making

  • Process mapping and optimization

  • Efficiency tool and techniques (Lean & Six Sigma)

  • Launch of a Client Relationship Management (CRM) tool

  • Reporting dashboard, making-decisions with information

 

Workshops

Workshops that help you deepen your business knowledge while having fun

  • Games (Lego simulation and creativity-based exercises

  • Hands-on sessions

  • Presentation (in-person and virtual), with interactive portions

Workshop themes

  • Process mapping: Do we all really work the same?

  • Design thinking: Creating better customer experiences

  • Identifying waste: 7 types

Learn more


Book a free 15-minute call with our founder, Ben Manion. It will be time well-spent.