✓VisitWalkthrough
Business planner demo

Need a business plan for the bank? One link answers every question.

Watch Yolanda get ready for a call about her bakery business plan from one link the consultant texted her. Easiest way: click the green Play it all by itself button and just watch and listen. A voice explains every step. Yolanda, Corbin and Kettle Hill Plan Studio are made up.

Before your visit, we text you one link. It shows who you will see, what will happen, and what it will cost. No surprises.

See the visit page

⬇ Suggested: start right here

It plays the whole story with sound. You do not need to tap anything.

Or go at your own pace and tap Next after each step:

📝Yolanda's notes
My bakery The bank wants a business plan
Who will I talk to? Not sure
What will a plan cost? No idea
What numbers do I need? Worried
KKettle Hill Plan Studio
Hi Yolanda,
Your free planning call is booked

Thursday, 6:00 PM

By video, about 30 minutes.

Your link Opens on any phone. No app.
KYour consultant
C
CorbinBusiness plan consultant, 15 years with small businessesMost of his clients are food, retail and service businesses
🔒 Your numbers stay private with our studio.
KWhat to have ready
1Your idea, in a few sentences
2A rough list of what it costs to open
3When you hope to meet with the bank
KHow the call works
Step 1We listen to your ideaYour story and your goal
Step 2What a lender usually asks forAnd what we need from you
Step 3A written proposalFlat fee, what is included, first draft date
KThe price

Sample fees for a made-up studio.

Planning call
Free

Every plan has a flat fee, shown before the call. Two rounds of changes are included.

KYour choices

Sample flat fees for a made-up studio.

Starter plan$750A short plan and a one page summary.
Full plan with projections$1,950Adds 3 years of financial projections.
Full plan plus pitch$2,900Adds a pitch presentation and a practice session.
KApprove
Your choice Full plan with projections $1,950
First draft In about 2 weeks.
Next we send your agreement and a short questionnaire.

Sample flat fees for a made-up studio.

🎤Have a question?
Talk with Opal

Opal can answer questions about your plan day or night.

Opal is a virtual helper. She does not give tax, legal or investment advice, and no one can promise a loan.
🎙 Ask Opal a question
KYour Plan Page
Your plan, on your phone
✓Each section as it is drafted
✓Comments and a simple numbers worksheet
✓Your bank meeting date
Ask Corbin on your call
KPlan finished

Sample details for a made-up studio.

DoneYour business planYour final plan and projections are attached.
Bank meeting checklist What to bring and what to expect
✓Yolanda is ready

She knows who

Corbin, Thursday at 6 PM.

She knows the cost

Flat fees, before the call.

She got answers

Without calling the office.
Opal is listening

What you hear

Step 1 of 9
👇 Tap Next to keep going

Owners who trust you. More first calls that turn into a yes.

  • The call time, the consultant and every flat fee, before the first call.
  • A link you can text to any client. Works on any phone, no app.
  • A voice that answers questions, day or night.
  • English and Spanish, one tap approvals, and review requests built in.
Get a demo like this for my business See all 50 demos

Made by Visit Walkthrough. Yolanda, Corbin, Opal and Kettle Hill Plan Studio are made up, and so are the fees. Your demo uses your firm, your steps and your fees. Questions: [email protected]