Our Consulting Process

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