Essential Package
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SERVICE OVERVIEW
Essential Growth Package
Service Duration Options
- Standard: 12 months
- Short-Term: 6 months or 3 months (accelerated)
Included Services
- 1-Page Business Plan
- SOP Development for Core Functions
- KPI Dashboard Setup (3-4 KPIs)
- Quarterly Financial Reviews
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Initial Consultation (60 mins)
Objective: Understand the client’s business, mission, vision, goals, and challenges to lay the foundation for developing the business plan, SOPs, and financial reviews.
Success Criteria: A clear understanding of the client’s needs and goals, creating a strong foundation for the 1-page business plan and SOP development.
Monthly Call (60 mins each)
Objective: Review progress on deliverables, discuss any challenges, and adjust strategy as needed to ensure alignment with the business’s goals.
Success Criteria: The business remains on track with adjustments made as needed to address new challenges or opportunities.
Quarterly Financial Reviews (60 mins each)
Objective: Conduct a detailed financial review every quarter to assess revenue, expenses, cash flow, and overall profitability, ensuring the business is financially on track.
Success Criteria: The client’s financial health is regularly monitored and aligned with the goals set in the business plan.
Mid-Project Review Session (60 mins)
Objective: Review the progress made midway through the engagement, discuss challenges, and adjust the strategy for the remainder of the engagement.
Success Criteria: The client is satisfied with the progress and agrees on any necessary adjustments for the remainder of the engagement.
Short-Term Options
6-Month Plan
Accelerated Delivery of Business Plan, SOPs, and Monthly Financial Reviews:
Deliverables such as the 1-page business plan and SOPs will be completed in the first 2-3 months, with the remaining time dedicated to ongoing financial reviews and strategy adjustments.
Condensed Timeline:
Monthly financial reviews and KPI tracking will remain a priority to ensure the business stays on track during the shortened engagement.
3-Month Plan
Accelerated Delivery of Core Deliverables (3 months):
The 1-page business plan and SOPs will be delivered within the first month.
KPI dashboard setup and financial reviews will follow, with a compressed timeline for implementation.
Monthly Profitability Reports (60 mins each):
In the short-term engagement, profitability reports will be created monthly to give the client real-time insights into their financial performance.
Expanded Time Frame Summary for Touchpoints
12-Month Plan:
Initial Consultation (60 mins)
Conducted within the first 1-2 weeks.
Monthly Call (60 mins each)
12 calls, one per month.
Quarterly Financial Reviews (60 mins each)
4 reviews, one per quarter.
Mid-Project Review (60 mins)
Conducted at the 6-month mark.
6-Month Plan:
Initial Consultation (60 mins)
Conducted in the first week.
Monthly Call (60 mins each)
6 calls, one per month.
Quarterly Financial Reviews (60 mins each)
2 reviews, conducted after 3 months and 6 months.
Mid-Project Review (60 mins)
Conducted after 3 months.
3-Month Plan (Accelerated):
Initial Consultation (60 mins)
Conducted immediately within the first week.
Monthly Call (60 mins each)
3 calls, one per month.
Quarterly Financial Reviews (60 mins each)
3 reports, one per month.
Mid-Project Review (60 mins)
Conducted at the end of the 3-month engagement.
Founder of Tech Startups, Inc
“Augustin Insights played a key role in laying the foundation for our startup's success. Their clear, strategic guidance helped us streamline our processes and set up vital financial systems. Within six months, we saw a 50% increase in revenue!”
COO at Apex Solutions
“We needed to scale our operations, and the Professional Operational Excellence Package delivered beyond our expectations. Thanks to their advanced financial planning and SOP development, we’ve improved our efficiency by 40% and can now handle twice the workload seamlessly.”
CEO of Visionary Enterprises
“The Premium Package completely transformed our business! From automated workflows to financial modeling, every detail was meticulously handled. Our revenue has increased by 70%, and we’ve never been more efficient.”
Owner of Bright Horizons Consulting
“With the Business Management Package, we no longer have to worry about day-to-day operations. Augustin Insights keeps our financials on track, monitors performance, and ensures everything runs smoothly. This has freed up my time to focus on growth and strategy.”
TESTIMONIALS
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