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?
They need to know what clients they want to target and the type of training they would like to offer. Once they have figure out these 2 factors, coming with a plan is not hard. Most people just don’t know what they want and go with the flow. Or they just trying to keep up with what is popular now and once the trend has passed, they have no idea how to evolve from there. Trying to make business plan that goes 5-10 years into the future can sometime prove to be a death trap if you don’t know who you are and/or what you want. In other words your clients should know exactly what they want and not going with the current trend or flow.