We are trying to a solve a problem for a number of our clients (mainly PT & Martial Arts Studios). The problem is this.. how can we create a simple, living breathing plan for their business. Something too large and it does not get updated, something too light-weight and it does not really help them.
This is where we have landed so far – https://club-plan.herokuapp.com/ It is a little free tool that lets them see where they are now and where they want to be in the future (through some basic graphs). It then asks them to document how they think they will get there.
What tools do you use? Is there something out there already that provides a nice tradeoff between time investment and an actionable plan?
It’s a good start, gets the reader thinking about their goals… When I’m coaching personal trainers in business I get to know them on a personal level. Their personality plays a HUGE role in how they set up a successful business plan. It reveals what services they might want to hire out, who might be a complementary partner and honestly….if they’re cut out to run a business! Some people are better off (and happier) working for someone else.