Sample service · CMS template
Advisory
Budgets, cash forecasts and a second opinion before big decisions.
Code
AD
· fees are samples. Your quote is fixed before we start.
01 · Included
What’s included.
12-month cash forecast
Budget vs actual review
Pricing and margin check
Hiring-cost model
Written summary after each session
02 · Your part
What we need from you.
Current books (or ours)
Your goals for the year
Planned hires or purchases
Loan or funding terms
Sales pipeline, if any
Questions in advance
03 · Rhythm
How it runs.
Before
Brief
Send your questions.
60 minutes
Session
Video or in person.
Within 2 days
Summary
Written actions you can keep.
04 · Questions