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business planning

stop winging it.

this is the plan

the plan you leave with

01

the next 12 months

Clear financial targets and 5 company priorities for the year ahead.

02

this quarter

2 to 3 realistic priorities per person, with deadlines and clear next steps.

Next 12 Example Business Plan
1 year plandeadlineDec 31 2026
Revenue$12.4M
Gross profit28%
Metrics

92% customer retention

40 new accounts a month

Goals for the year
  1. 01

    Cut customer onboarding from 6 days to 3

  2. 02

    Launch the recurring service and close 30 accounts

  3. 03

    Raise on-time service from 91% to 97%

  4. 04

    Generate 45 qualified opportunities per month

  5. 05

    Hire and train an operations lead

quarterly plandeadlineMar 31 2026
Revenue$3.1M
Gross profit27%
Metrics

90% customer retention

30 new accounts a month

Quarterly goals
JM
Jordan

launch the new onboarding flow

on track
JM
Jordan

rebuild the quoting template

on track
SK
Sam

write up the service standards

on track
AR
Alex

close the year-end reporting

on track
book a 15-minute call see how it’s built
why plans fail

a plan only works if it stays visible.

A review of 138 studies involving nearly 20,000 people found that people were more likely to reach a goal when they recorded and shared their progress.

That’s why your plan lives inside Next 12 instead of a document nobody opens. Year-end, busy season and major commitments are accounted for before priorities are set. Then those priorities show up in the right weekly meetings, with nothing else to update.

see how the software works

how it’s built

one afternoon, start to finish.

Every session is built around your business and includes the owner and people who actually run it.
Join remotely, or we can come to you. Travel costs are added to the session fee.

  1. before

    the prep call

    A quick call with the owner or business leader to understand what is going wrong, what is already in motion and whether a plan exists.

  2. 01

    get on the same page

    Agree on what the session needs to solve and where the business stands.

  3. 02

    find what is really stuck

    Review what is already in motion and surface the issues that keep coming back.

  4. 03

    make the decisions

    Get to the root, decide what changes and move on.

  5. 04

    put names and dates on it

    Every priority leaves with an owner, a deadline and a clear first step.

  6. after

    the check-in

    We follow up with the person leading the plan and help run the first weekly meeting so it doesn’t disappear.

why so short?

we have watched the two-day version lose the room.

For almost ten years, we were on the client side of EOS and other business coaching sessions.

They were expensive, pulled the whole leadership team out of the business and lost the room by day two.

Half a day is enough to get to the real issues, make the decisions and build the plan while everyone is still productive.

more about Next 12

pricing

plan the year. realign every quarter.

annual planning

The preparation call, the half-day session, your finished one-page plan, setup inside Next 12 and one year of software access for you and everyone who attends the session.

$3,360 paid once save $672 or $336/month for 12 months

quarterly planning

A focused half-day every 90 days to review what changed, reset priorities and assign the next quarter. Includes your updated plan inside Next 12, a year of software access and a follow-up check-in. Available to existing planning clients or teams bringing their own annual plan.

$2,500 per session

All prices are in CAD and exclude applicable taxes.

see software and automation pricing

still winging it?

let's get the next 12 months out of your head.

Give us four hours. We'll turn the ideas, problems and half-made decisions into one plan your team knows how to execute.

book a 15-minute call