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Small Business Coaching & Consulting

Running a small business is hard, especially when growth feels chaotic, decisions feel reactive, and there’s no clear system guiding what you should work on next.

Small Business Payments Group provides small business consulting and coaching focused on helping owners build structure, improve operations, and grow with intention - without fluff, pressure, or generic advice.

Business meeting

Step 1

Business Identity and SOPs

The first step is to build your business identity and standard operating procedures (SOPs). Here, we help you identify your vision, mission, operations, and controls to help you build an aligned, manageable system!

Step 2

Marketing & Customer Journey Mapping

In the marketing plan, we help you identify your ideal customer, the ways you reach them, and the likely path your customers take to ultimately buy your product or service. This helps you build a consistent process to attract new and repeat buyers! 

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Step 3

Financial Plan

In the financial plan, we help you understand where you spend your money, where you get your money from, and how to build a budget. This can help you control costs and predict cash flows, thus giving you greater control over your business!

Step 4

Digitalization

The digitalization plan helps you rethink your business by making it customer-centric and utilizing digital tools and technologies to make your customers' lives easier. The digital and AI era is here, embrace it and utilize the many tools at your disposal!

Digital Flow Diagram

Consulting & Coaching Packages

What to Expect

This program is designed for small business owners who want structure, clarity, and repeatable systems, not motivational fluff or abstract theory.

By the end of the program, you should have a practical business framework in place that helps you understand:

  • Why your business operates the way it does

  • What needs to happen daily, weekly, and monthly

  • How to execute consistently as your business grows

 

Rather than focusing on a single area, this program walks through the core building blocks of a functional small business, including planning, operations, marketing, finances, and digital workflows.

What You Will Work Through

A Clear, Usable Business Plan

You will build a business plan that goes beyond a one-time document. The focus is on defining your goals, value proposition, customer profile, and operational structure in a way that can actually be used day-to-day.

Standard Operating Procedures (SOPs)

The program guides you through creating written processes for repeatable tasks across:

  • Operations

  • Marketing

  • Human resources

  • Financial review

  • Legal and administrative functions

 

These procedures are paired with checklists so execution is consistent, even as your business scales.

Marketing & Customer Journey Structure

You will outline:

  • Who your ideal customer is

  • How customers find you

  • What happens from first contact through repeat business

 

This includes practical guidance on marketing channels, lead generation activities, and retention strategies, not just theory.

Financial Awareness & Forecasting

You will map out:

  • Revenue and expense categories

  • Budget vs. actual tracking

  • Forward-looking forecasts

 

The program emphasizes understanding cash flow and financial patterns, with the option to integrate external spreadsheets or professional support as needed.

Digital Organization & Workflow

You’ll be encouraged to organize your business digitally by:

  • Centralizing documents

  • Creating shared access for your team

  • Building systems that support automation and consistency

 

The goal is to reduce manual work and increase visibility across your business.

What This Program Is (and Is Not)

This program is:

  • Practical and structured

  • Designed for real small businesses

  • Focused on implementation, not motivation

  • Suitable for solo owners or small teams

 

This program is not:

  • A “get rich quick” program

  • A generic motivational seminar

  • Industry-specific consulting

  • A replacement for legal, tax, or CPA advice - nothing you will read or hear in this program should be construed as legal, tax, or CPA advice 

 

It is a foundational framework you can adapt to your business.

Who This Program Is Best For

This program is a good fit if you:

  • Feel busy but lack clear structure

  • Want written processes instead of verbal instructions

  • Are preparing to grow or hire

  • Want alignment between operations, marketing, and finances

  • Prefer clarity and organization over hype

  • Want to scale your business

  • Know your craft really well, but want help understanding the business of your craft

 

It is especially useful for service-based businesses and owner-operators.

What You’ll Have When You Finish

By the end of the program, you should have:

  • A written business plan

  • Documented processes for repeatable tasks

  • A mapped customer journey

  • A clearer financial picture

  • A digital structure to support growth

 

Most importantly, you’ll have a system you can continually refine, rather than a one-time exercise. 

Why It's Worth the Price

This engagement combines a comprehensive small-business planning framework with three hours of one-on-one consulting from an experienced business professional. The framework provides structure across core areas such as business identity, operations, marketing strategy, customer journey mapping, financial forecasting, and documented processes, all designed to help clarify priorities and create a repeatable foundation for growth rather than relying on guesswork or scattered advice.

The one-on-one consulting ensures this structure is applied directly to your business, not treated as a generic exercise. During the sessions, priorities are refined, decisions are pressure-tested, and the planning materials are tailored to your specific situation. Priced at $999, this engagement is intended to deliver focused, practical guidance and durable planning tools in a time-efficient format, often costing less than the impact of a single misaligned decision while providing clarity that can be reused long after the engagement ends.

Business Meeting

Why Work with Small Business Payments Group?

Small Business Payments Group works closely with small business owners every day. This program is built by MBAs and entrepreneurs who have started, built, and sold businesses. We understand the operational, financial, and strategic challenges that come with running a business, and we focus on solutions that are realistic, sustainable, and actionable.

Our goal is not just growth, but clarity, consistency, and confidence in how your business operates.

Not Sure Which Program is Right for You?

If you aren't sure which package is best for you, fill this form and send us your questions! We will promptly reach out to you via text to help answer any questions you have. 

Thanks for submitting! We will text you from 214-239-3009.

Consulting & Coaching Packages

Frequently Asked Questions

Is this program worth the cost?

Yes. If you are busy and simply don't have several months to learn about business management and AI usage in small businesses, this program is for you. If, you need structure quickly, want to know how you can leverage AI, and walk away with a helpful tool to manage and scale your business, then this program is worth every cent to you, your business, and your dream. 

Is this consulting or coaching?

It’s a combination of both—strategic guidance paired with hands-on implementation support.

How long does the process take?

Timelines vary by business, but many owners begin seeing clarity and progress within the first few weeks.

 

Is this only for new businesses?

No. This works well for both established businesses and owners preparing for their next phase of growth.

 

Do I have to commit long-term?

No. We focus on flexibility and fit, not long-term sales pitches.

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