Plan Phase Engagement
12-SECTION BUSINESS BLUEPRINT
- • 4-pillar analysis (People, Strategy, Execution, Cash)
- • 12 customized business plans
- • Prioritized action roadmap
- • Personally built by Jay Gotra ($1B+ lifetime revenue experience)
- • Delivered within 7 business days
Scope of Service
WHAT'S INCLUDED — AND WHAT'S NOT
What's Included
- Custom technology infrastructure built for your business
- AI Workforce deployment and management
- CRM, systems, and platform configuration
- Technology stack maintenance and updates
- Dedicated account executive
- Monthly Zoom check-ins (1-2x/month)
What's Not Included
- Implementing plans into your existing operations — that's your team's responsibility
- Executing operational tasks (data entry, sales calls, hiring, daily operations)
- Professional services (legal, accounting, insurance) — available separately via Our Team hourly consultations
- Training your team on the systems — client owns adoption
Not included, but not on your own. We've built a network of trusted professionals — attorneys, accountants, and advisors we've personally used and vetted. Available through Our Team consultations at hourly rates. You get the resources without the guesswork.
Pricing
$7,500
one-time payment
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