Our consulting process is designed to deliver clarity, strategy, and measurable results. We follow a structured, client-centered approach to ensure every business receives customized guidance aligned with its goals.
1. Initial Inquiry & Consultation
A potential client contacts SB Consulting Corp. via phone, email, or online form.
- We schedule a free 15–30 minute consultation to understand their needs.
- During this conversation, we gather basic information about the client’s business, challenges, and goals.
2. Needs Assessment & Proposal
- We conduct a deeper review of the client’s current situation.
- This may include collecting documents, financials, project details, or business history.
- Based on our assessment, we prepare a tailored proposal or service plan, outlining:
- Scope of work
- Deliverables
- Timeline
- Pricing
- Expectations on both sides
3. Agreement & Onboarding
- The client reviews and signs the service agreement.
- We begin onboarding, which may include:
- Setting up communication channels
- Sharing project timelines
- Creating client folders and documentation
- Scheduling kickoff meetings
4. Deep Analysis & Research
Depending on the service requested, we collect and analyze essential information such as:
- Business structure
- Operating processes
- Financials and budgets
- Marketing strategies
- Project details (for construction consulting)
- Competitor and industry analysis
- HR structures and staffing issues
- Real estate or compliance needs
5. Strategy Development & Planning
We design a customized strategy to address the client’s goals. This may include:
- Business plan development
- Marketing plan and branding recommendations
- Financial forecasting and budgeting
- HR policies and compliance updates
- Operational improvement strategies
- Construction project coordination plans
- Real estate investment or property management guidance
6. Implementation & Execution Support, assists clients in putting the strategy into action. This support may include:
- Setting up systems and processes
- Creating or revising documents
- Managing HR procedures
- Overseeing construction documentation and coordination
- Helping with marketing rollout
- Assisting with project oversight or compliance tasks
- Providing real estate or notary support as needed
7. Progress Monitoring & Adjustments
- We regularly review progress with the client.
- We provide updates, reports, and recommendations.
- Adjustments are made to strategies when needed, based on changing market or business conditions.
8. Final Review & Completion
- We conclude the engagement with a final meeting or report.
- Deliverables (business plan, financial projections, HR documents, project documents, etc.) are finalized and handed over.
- We provide recommendations for long-term success.
9. Ongoing Support (Optional)
After the project is completed, clients may choose:
- Monthly or quarterly consulting
- On-call advisory support
- HR management support
- Project management continuation
- Annual business plan or financial review
- Real estate assistance
