Welcome to The New Business Consultation

🕒 60-Minute Client Strategy Session Agenda

Theme: “Building a Strategic new business roadmap for a successful start
Audience: Business Owners/ Directors/
Goal: to provide structured guidance, strategic insight, and practical value to help the client shape or validate a robust new business setup framework.

Welcome and Session Overview

Objective: Set the stage, align expectations, and clarify the client’s goals.

Vision: Defining the Business Purpose

Pillar Focus: Establishing a clear vision to guide all business decisions.

Strategy: Crafting a Roadmap

Pillar Focus: Developing a strategic plan to achieve the vision.

People: Building the Right Team

Pillar Focus: Identifying the human resources needed to execute the strategy.

Processes: Establishing Operational Efficiency

Pillar Focus: Creating scalable systems and workflows.

Technology: Leveraging Tools for Growth

Pillar Focus: Selecting technology to support operations and customer experience.

Finances: Ensuring Financial Viability

Pillar Focus: Planning for profitability and sustainability.

Marketing: Reaching and Engaging Customers

Pillar Focus: Building a brand and attracting customers.

Wrap-Up and Next Steps

Objective: Summarize key insights, assign action items, and plan follow-up.

© 2025 Luke McFarland Consulting & Advisory

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