Consulting Business Plan Template [Updated 2024]

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VII. Operations

You can download the Consulting business plan template (including a full, customizable financial model) to your computer here.

[Company Name] will carry out its day-to-day operations primarily on an appointment basis. Clients will make appointments for advisory sessions, interview sessions to gather information for proposals, and further meetings throughout client engagements. These will often occur at the company office location to remove clients from the distractions of their business. In-process meetings may occur on-site at the client’s business in order to increase the strength of the client relationship. If necessary, appointments can be conducted over the telephone.

[Founder’s Name] will work on an as-needed basis, but can be expected to be present in the office during normal business hours. The company will also employ an assistant/analyst who will staff the office during normal business hours and support marketing and client relationship development efforts.


Company name]’s long term goal is to become the number-one provider of small business consulting services in the [city] area in terms of revenues and profit. We seek to do this by ensuring customer satisfaction, developing a loyal and successful clientele, and expanding consistently.

The following are a series of steps that will lead to this long-term success. [Company Name] expects to achieve the following milestones in the following [xyz] months:

[Date 1]Finalize lease agreement
[Date 2]Design and build out [Company Name] storefront
[Date 3]Hire and train initial staff
[Date 4]Kickoff of promotional campaign
[Date 5]Reach break-even
[Date 6]Add second additional full-time consultant
[Date 7]Reach XXX ongoing clients
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