For business plan consultants

First calls that turn into clients.

A new business owner wonders who they will talk to, what a plan will cost and what numbers they need. The walkthrough answers all three before the first call, with your flat fees in writing.

Done for youNo software to learnNo app to downloadEnglish and Spanish

Done for you, from

$1,497

Pay half to start. The other half when it goes live.

See the 3 packages Book a 15 minute call ▶ Watch the business planners sample

What your client is thinking

“I booked a free call with a business plan consultant. But who will I talk to? What will a plan cost? And what numbers do I need?”

That is Yolanda, from our business planners sample. Before the visit, one text with a link answers every one of those questions: who is coming, what will happen and what it will cost.

See what your client sees, right here

Tap the green Play it all by itself button and just watch and listen. This is the same link your client gets in a text, built with your company, your people and your prices. The names and companies in the sample are made up.

· Open it full screen

Tap any heading to open it.

The problems we solve for business plan consultants

"What will a plan cost?"Owners fear an hourly meter and stall the call.They see your flat fees before the call starts.
"Who will I talk to?"Owners worry about paying someone who does not understand their kind of business.They meet the consultant by name and photo first, with the businesses they know best.
"What numbers do I need?"Owners show up unprepared and the first call runs long.They get a short list of what to have ready.

What your client sees on one link

Who they will talk to and whenThe call time and the consultant's name and photo.
What to have readyTheir idea, a rough list of startup costs and their bank meeting date.
How the call worksYou listen, explain what lenders usually ask for, then send a written proposal.
The price up frontYour flat fees, and what each package includes.
Their choicesA starter plan, a full plan with projections or a plan plus pitch.
Their Plan PageEach section as it is drafted, comments and their bank meeting date.

What are no shows costing you?

We filled in an example for business plan consultants. Change it to your own numbers. Nothing is sent anywhere.

First calls in a week How many of those miss or cancel late Average value of one first call, in dollars

About a month walks out the door.

That is about a year.

A simple estimate from your numbers, not a promise. A month is counted as 4.33 weeks.

How it works

Tell us your visitPick a package, then fill in a short form: your people, your steps, your prices and your logo. About 10 minutes.
We build itYour company name, logo and colors, the voice, and the Spanish version. You get two rounds of changes.
Text one linkSend it when a first call is booked. Your client opens it on their phone. Nothing to download.

Packages and prices

Starter, $1,497Your 2 minute walkthrough with your name, logo, colors and a narrated voice.
Business, $2,497Everything in Starter plus Spanish, one tap approve, personal links and a weekly report.
Demo plus Voice, $3,997Everything in Business plus an AI voice assistant that answers questions.
Care plan, $97 a monthHosting and small updates. Required for Demo plus Voice.

See everything and start

Add-ons that bring in more

Add any of these to a package. We set them up for you.

Missed Call Text Back, $750 one timeWhen you miss a call, the caller gets a text right away with your walkthrough link and a way to book, then a short follow up and a handoff to your office.
Front Desk Voice Setup, $1,500 one timeA virtual receptionist answers your phone after hours and when you are busy, books by your rules, and says it is a virtual assistant. We plan the call flow, write the script and test it with you before it goes live.
Front Desk Care, $497 a monthWe watch the calls, update the script, check that every lead reaches the right person, and send you a report each month.
Client Check In Campaign, $1,200 one timeA friendly check in with past clients. We write the script, reach the people who agreed to hear from you, track who replies, and send bookings to your office.
Advertising Launch Kit, $650 one timeAd ideas for your trade, landing page copy built around your walkthrough, a lead magnet outline and ready campaign assets.

Texts only go to people who agreed to hear from you, and every text lets them reply STOP. Results depend on your market and your follow up.

Ask about add-ons on a 15 minute call

Questions business plan consultants ask

Does it promise loans or investment?

No. It explains your service and your fees. The AI voice assistant never promises a loan, never predicts results and never gives tax or legal advice.

Can it show our real packages and fees?

Yes. Your packages, fees and wording become the content. You approve every word.

Does it ask clients for financial account numbers?

No. It never asks for tax IDs, bank numbers or credit scores. Those stay in your own secure process.

How does it cut no shows and late cancellations?

Most no shows happen because people are unsure: who is coming, what will happen, what it will cost. The walkthrough answers all three before the visit, so they show up ready instead of canceling.

How much does it cost?

Done for you, from $1,497 one time: half to start and half when it goes live. Business is $2,497 and Demo plus Voice is $3,997. The optional Care plan is $97 a month.