Strategic planning is essential to building a successful business—it provides the clarity and direction needed to grow with purpose, not just survive the day-to-day. Yet many small business owners are so immersed in operations that they rarely have the time—or framework—to step back and map out their next move. At Bold Citizen Group, we bridge that gap—turning big-picture goals into clear, actionable strategies that guide smarter decisions, sharper focus, and stronger businesses.

STRATEGIC PLANNING

SPECIALIZED STRATEGIES:

At Bold Citizen Group, we help to identify, create and implement the following strategic categories:

1. business growth planning

2. Financial strategy & forecasting

3. MARKETING & BRAND STRATEGY

4. OPERATIONAL EFFICIENCY PLANNING

5. TEAM & ORGANIZATIONAL STRUCTURE PLANNING

6. COMPETITIVE & MARKET POSITIONING

7. KPI & DASHBoaRD DEVELOPMENT

Packages

ONE-TIME, HIGH IMPACT STRATEGIC PLAN

Ideal for: Owners looking for a comprehensive strategic plan over 1-2 sessions or a short engagement (2-4 weeks)

MONTHLY STRATEGIC ADVISORY RETAINER

Ideal for: Owners who want ongoing support to guide execution and adjust the strategy as the business evolves.

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eliminate the unnecessary mistakes