Plan & Pulse

$500.00 every month

Your steady cadence for progress. Each month we run a focused Business Review, refresh your KPI dashboard, and translate priorities into calendar-synced tasks with owners and deadlines for the next 30 days. Ideal if you want clear direction without a heavy meeting load.

What’s included

  • Monthly Business Review (60-min) with KPI snapshot & variance analysis

  • KPI dashboard refresh (target vs. actual, trends)

  • 30-day priority plan with calendar-synced tasks (owners, due dates)

  • 30-day forecast and resource needs

  • Risks/blockers log with next actions

  • Email support

Your steady cadence for progress. Each month we run a focused Business Review, refresh your KPI dashboard, and translate priorities into calendar-synced tasks with owners and deadlines for the next 30 days. Ideal if you want clear direction without a heavy meeting load.

What’s included

  • Monthly Business Review (60-min) with KPI snapshot & variance analysis

  • KPI dashboard refresh (target vs. actual, trends)

  • 30-day priority plan with calendar-synced tasks (owners, due dates)

  • 30-day forecast and resource needs

  • Risks/blockers log with next actions

  • Email support

Monthly & Quarterly Business Reports

A focused, 30-day pulse check that turns performance into action. We review core KPIs against targets, surface wins/risks, and load the next set of tasks onto your calendar so momentum never stalls. A strategic reset that looks beyond the month-to-month. We evaluate quarterly results, ROI of key initiatives, and resource needs, then set the 3–5 moves that matter for the next month or quarter.
Includes: KPI snapshot, variance analysis, priority fixes, owner assignments, goal attainment scorecard, initiative ROI, road-map adjustments, budget/capacity updates, next-quarter targets.

KPI Dashboard (refreshed monthly)

Your single source of truth for performance. The dashboard tracks baselines, targets, and trends in one place, allowing you to see what’s on track, what’s slipping, and what to do next. Drill into metrics by product, channel, or location, add notes, and convert insights into calendar-ready tasks with owners and due dates. Role-based views keep the team focused on the numbers that matter.

Calendar-Synced Tasks

We translate your roadmap into dated, assigned to-dos that appear directly on your calendar. Each task carries an owner, deadline, and reminders that update automatically as plans shift, so execution stays visible and on time across the team.

Monthly Check Ins

A structured reset each month. We review last month’s KPIs, call out key wins, risks, and blockers, then realign priorities to the new month’s objectives. Your plan is updated on the spot with refreshed targets and calendar-synced tasks with owners and due dates so strategy and execution stay in lockstep.