Sales and Support Plan

Catan Strategy Group’s Sales & Support Plan aids small businesses in two core areas: stabilizing their foundation and growing their market share. Clients who choose to invest in this service can typically expect their business to grow 2x to 5x profit, based on the industry. The Sales & Support Plan is designed for businesses with revenue between $90k to $350k annually.
Sales & Support is CSG’s comprehensive small business service, capable of handling each business’s unique back-office needs. This service grants the business owner the time, flexibility, and freedom to operate their business with the full support of Catan Strategy Group. Use our comprehensive resources to handle all tasks associated with running a successful business.
The following services are offered in the Sales & Support (in addition to those in the Explorer Plan)

Bonus Consultation

An additional three (3) hours of strategy consultation monthly (5 hours total).
Strategy Consultation
Revenue Program

Revenue Program

CSG creates one additional revenue-generating program or service, benefiting the business’s bottom line.

Monthly Bookkeeping

Monthly bookkeeping and education sessions on profit and loss statements and balance sheets; also included is a monthly bank statement reconciliation and QuickBooks integration.
Bookkeeping
Tax Strategies

Tax Strategies

Two (2) tax reduction strategies sessions annually.

CPA & MBA consultation

One CPA consultations and one MBA consultation annually.
•	CPA & MBA consultation
CSG Marketing Plan

CSG Marketing Plan

CSG designs a personalized, practical, and efficient marketing plan.

CSG Business Plan

CSG produces a bespoke business plan tailored to the 3- and 5-year goals of the company.

CSG Business Plan
Legal Compliance Assistance

Legal Compliance Assistance

CSG helps ensure that your company is in compliance with all Federal, State and local laws based on the industry. This includes a complimentary one hour consultation with a Lawyer within the industry of the business.

Branding Package

CSG creates or upgrades your logo, letterhead, envelope, HTML signature, business card, folder, pens, shirts and business signs.
Branding Package
Networking Event Invitations

Networking Event Invitations

CSG invites the business owner to two networking events annually. These are private events held in exclusive locations with other CSG clients. The events offer luxury amenities, services, and opportunities to grow and enhance their companies.

**CSG Administrative Assistance

On-call assistance to handle inbound calls, scheduling, data entry, and digital organizing tasks. This service can also handle bookkeeping and social media engagement needs.
**Additional charges apply.
CSG Administrative Assistance