THE CLIENT JOURNEY

THE CLIENT JOURNEY

STAGE 1: DISCOVER (Free)

What It Is:

  • PRE Score Assessment (10 minutes, self-paced online)

  • 30-minute discovery conversation (Zoom or in-person)

  • Review your assessment results, story, goals, and current challenges

  • Determine if there's a fit

Investment: Free

Outcome: Clear understanding of where you are and whether the Staging Blueprint is right for you

STAGE 2: STAGING BLUEPRINT SESSION (One-Time Investment)

What It Is:

A comprehensive 3-4 hour deep-dive strategy session that establishes your baseline and creates your floor plan for building transferable value.

What's Included:

  • Value Builder 8 Drivers Assessment - Identifies the 8 key factors that drive your business value and pinpoints where you're strong and where you're vulnerable

  • Personal, Financial, and Business Readiness Assessment - Evaluates your readiness across all three dimensions

  • Gap Analysis - "Floor plan assessment" of your business's current state

  • 90-Day Action Plan - Prioritized floor plan showing exactly what to work on first

  • Comprehensive written summary and recommendations

Investment: $1,500

Special Offer: If you engage in an ongoing partnership tier within 30 days, receive a $750 credit applied to your partnership fees

Outcome:

Crystal-clear understanding of:

  • What your business is worth today

  • What's holding value back

  • Your personalized plan for building transferable value

  • Whether you want to DIY or partner for implementation

Why It's Important: Just like you can't stage a house without knowing its current condition, we can't build your business value without understanding your starting point. The Blueprint is your floor plan.

STAGE 3: IMPLEMENTATION PARTNERSHIP (Monthly Retainer)

Choose the tier that matches your pace, complexity, and desired level of support.

TIER 1: FOUNDATION

Light Guidance for Self-Directed Owners

Best For:

  • Self-directed owners who want accountability and occasional guidance

  • Businesses with simpler operations

  • Owners comfortable executing independently between sessions

What's Included:

  • 1 × 60-minute video session per month

  • Email support with two business days response time

  • Quarterly progress check-ins (15-30 min touchpoint)

  • Access to framework resources and templates

  • You execute, I guide and keep you on track

Investment:

  • Founders Rate: $497/month (first 5 clients, pricing guaranteed for 12 months)

  • Standard Rate: $750/month

Minimum Commitment: Month-to-month after Blueprint (no long-term contract required)

TIER 2: STRUCTURE ⭐ MOST POPULAR

Steady Support for Sustainable Progress

Best For:

  • Owners who want consistent momentum and accountability

  • Growing businesses with increasing complexity

  • Owners who benefit from regular check-ins and course-correction

What's Included:

  • 2 × 60-minute video sessions per month

  • Email support with one business day response time

  • Bi-annual formal review (comprehensive progress assessment every 6 months - included)

  • Template & resource library access (frameworks, checklists, implementation guides)

  • Priority scheduling (easier to book additional sessions if needed)

Investment:

  • Founders Rate: $997/month (first 5 clients, pricing guaranteed for 12 months)

  • Standard Rate: $1,250/month

Minimum Commitment: 3 months after Blueprint

Why This Tier: Most owners find this is the sweet spot - enough contact to maintain momentum without overwhelming their schedule or budget.

TIER 3: SYSTEMS

Intensive Partnership for Accelerated Transformation

Best For:

  • Owners ready for significant transformation

  • Complex businesses requiring frequent strategic input

  • Owners preparing for near-term transition/sale (1-3 years out)

  • Situations requiring coordination with multiple advisors

What's Included:

  • Weekly 60-minute video sessions

  • Priority support

  • Quarterly formal reviews with strategic planning sessions (4 per year - included)

  • Advisor coordination - I quarterback your team of professionals (CPA, attorney, bookkeeper, CFO) to ensure alignment and strategic execution

  • Expert referrals - If you need to build your advisory team, I'll help you find and vet qualified professionals

  • Meeting attendance - I'll attend key meetings with your advisors and leadership team (up to 2 per quarter included)

  • Custom online tracking and accountability systems

  • Founding Partner status - Pricing guaranteed for Year 1, complimentary annual strategic review at year-end ($1,500 value), and option to renew at Founders pricing for Year 2

  • Full partnership - I'm your co-pilot

Investment:

  • Founders Rate: $1,497/month (first 5 clients, pricing guaranteed for 12 months)

  • Standard Rate: $2,500/month

Minimum Commitment: 6 months after Blueprint

Why This Tier: For owners who are serious about transformation and want a true strategic partner in the room with them every step of the way.

PlusMoore Tier Comparison
Feature FOUNDATION STRUCTURE SYSTEMS
Best For Self-directed, simpler operations Consistent momentum, growing complexity Intensive transformation
VIDEO SESSIONS
Monthly Sessions 1× 60 min 2× 60 min Weekly 60 min
Email Response Time Two business days One business day Priority support
Reviews & Accountability Quarterly check-ins Bi-annual reviews (included) Quarterly reviews (included) + strategic planning
RESOURCES & TOOLS
Framework Resources ✓ ✓ ✓
Template Library ✓ ✓ ✓
Priority Scheduling ✗ ✓ ✓
Custom Tracking Systems ✓ ✓ ✓
ADVISOR SUPPORT
Advisor Coordination ✓ ✓ ✓
Expert Referrals ✓ ✓ ✓
Meeting Attendance Available as add-on 1 meeting/quarter included 2 per quarter included
FOUNDING PARTNER BENEFITS
Annual Strategic Review Available as add-on ($500) Included Included - comprehensive annual planning ($1,500 value)
Year 2 Pricing Option ✗ ✗ Renew at Founders rate
PRICING
Founders Rate $497/mo $997/mo $1,497/mo
Standard Rate $750/mo $1,250/mo $2,500/mo
Minimum Term Month-to-month 3 months 6 months

Here's My Promise:

Within the first 30 days of your ongoing partnership (any tier), I'm confident you'll identify opportunities worth at least 5× your monthly investment.

This might show up as:

  • Time saved that you can reinvest in revenue-generating activities

  • Costly mistakes avoided through better systems

  • Revenue opportunities you weren't seeing before

  • Expense reductions through better operations

  • Systematic risk reduction (protecting your business and family)

  • Increased business value through reduced owner-dependency

If you don't see 5× value in the first 30 days, I'll refund your first month in full - no questions asked.

Why I Can Make This Guarantee:

In 30+ years of business, I've learned that the biggest value drains in a small business are almost always invisible to the owner. A fresh set of eyes, the right questions, and proven frameworks consistently uncover opportunities worth far more than the investment.

Harry Moore | PlusMoore Business Strategy Partners Serving small business owners in the Washington DC area