Business Review & Action Plan
A focused review of one part of your business, with a written plan you can act on.
A focused review of one part of your business, with practical recommendations and a written plan to help you move forward.
You choose the part of the business you want reviewed: staffing, a manager who is struggling, pricing and profitability, a workflow, inventory, onboarding, or another area that is creating pressure.
Karla reviews what you share, works through it with you in a 90-minute private session, and writes a practical 30-day action plan you can begin using immediately.
One month later you meet again for 30 minutes to review progress and answer the questions that come up once the work begins.
Online booking for this service is not open right now.
- Time commitment
- 90-minute session, plus a 30-minute follow-up
- Session investment
- $750
Who it is for
An established owner who wants one part of the business reviewed carefully and a written plan for what to do next.
This is a good fit for
- Staffing or a struggling manager
- Pricing or profitability
- A workflow or inventory problem
- Unclear roles on the team
- A decision that feels difficult to make alone
What is included
What your investment covers.
- 01A preparation questionnaire
- 02Review of up to three relevant documents
- 03One 90-minute private working session
- 04A written 30-day action plan delivered within two business days of that session
- 05One 30-minute follow-up during the following month to review progress and questions
What is not included
- Implementation of the plan
- Ongoing messaging between meetings
- Review of more than three documents
- Legal, tax, accounting, medical, mental health or licensed human resources advice
What you will leave with
A clear view of one part of your business, practical recommendations, and a written 30-day plan you can start using immediately.
Time commitment
What to expect from your calendar.
- Time together
- 2 hours total (a 90-minute session and a 30-minute follow-up)
- Work Karla does outside meetings
- Up to 3 hours of preparation, document review and the written plan
- Total Karla time included
- Up to 5 hours
Meeting time may include
- One 90-minute private working session
- One 30-minute follow-up during the following month
How the process works
A clear, practical sequence from start to finish.
- 01
Complete the questionnaire
Tell Karla which part of the business to review and send up to three relevant documents.
- 02
Karla reviews
Karla reads your answers and documents before you meet so the session starts with real understanding.
- 03
Meet for 90 focused minutes
You work through the area together and agree what should change.
- 04
Receive your written plan
A written 30-day action plan arrives within two business days, followed by a 30-minute progress follow-up the next month.
What to bring
Come as you are.
Bring the numbers, schedules, job descriptions, or other documents that relate to the area you want reviewed — up to three of them.
Pre-meeting questions
- 01Which part of your business would you like reviewed?
- 02What is happening right now that made you choose it?
- 03What have you already tried?
- 04What documents will you send for review?
- 05What would a good outcome look like 30 days from now?
Book your time with Karla
Online booking opens soon.
Scheduling for Business Review & Action Plan is being finalized. Add your name below and Karla will let you know when booking opens.
Questions
Frequently asked questions
Your next step
Business Review & Action Plan · $750
Your 30-minute follow-up is already included in the $750. Karla arranges it with you by email during the month after your session — it is never a second paid appointment, and it is not a free session offered to the public.
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