Strategic Execution & Retainer Consulting Services
Turn Your Business Plan Into Real-World Results
Most entrepreneurs don’t fail because of poor ideas — they fail in execution.
At Wise Business Plans®, we bridge the gap between strategy and results through Strategic Execution & Retainer Consulting Services.
We don’t just help you plan your success — we help you implement, track, and scale it.
Whether you’ve completed a Wise business plan, website, or funding package, our retainer consulting services provide ongoing strategy, accountability, and optimization — month after month.
IN
RAISED
BUSINESS PLANS
INDUSTRIES
What Is Strategic Execution Consulting?
This program transforms Wise Business Plans into your long-term strategic growth partner.
Under a monthly or quarterly retainer, our U.S.-based strategists and analysts work directly with you to monitor progress, improve execution, and keep your business on course for results.
Each plan includes access to expert advisors, data-driven reviews, and continuous improvement strategies tailored to your industry and goals.
How It Works?
We provide structure, insight, and hands-on execution support designed for measurable outcomes.
- Execution Oversight – We turn your business plan into an actionable roadmap — setting milestones, assigning ownership, and tracking KPIs to measure performance.
- Growth Monitoring – Monthly progress calls and analytics reviews ensure your strategy adapts as markets shift. Every recommendation is backed by real data and trend analysis.
- Project & Vendor Management – We oversee campaigns, website performance, and marketing partners — ensuring deadlines, budgets, and outcomes stay aligned with your objectives.
- Continuous Improvement – From revising forecasts to refining messaging, we evolve your plan in real time to keep you competitive and growth-ready.
- On-Demand Advisory Access – Gain priority access to Wise’s team of analysts, business writers, and marketing strategists for specialized support when you need it most.
Why It Matters?
Our clients trust Wise Business Plans® because we go beyond planning — we deliver partnership.
With a retainer consulting relationship, you can:
- Bridge the gap between business strategy and day-to-day execution.
- Track real performance and adapt quickly to market trends.
- Build long-term accountability and momentum.
- Create sustainable growth through professional guidance.
This service positions Wise as your end-to-end growth partner — from business planning to ongoing success.
Example Retainer Packages
Best for entrepreneurs who need steady guidance and plan updates.
- Monthly progress calls
- Performance and financial reports
- Strategic updates to your business plan or forecast
- 3-month minimum commitment
Ideal for businesses scaling operations or entering new markets.
- Full KPI monitoring and dashboard analytics
- Marketing and revenue growth analysis
- Quarterly strategy reviews
- Ongoing optimization of business and marketing plans
- 3-month minimum commitment
Designed for executive-level clients and established companies.
- Dedicated Wise strategist and analytics team
- Quarterly on-site or virtual planning sessions
- Cross-departmental performance oversight
- Continuous project execution and leadership support
- Tailored retainer scope and hours
Why Partner With Wise Business Plans®?
For over 15 years, Wise has been the trusted partner of entrepreneurs, investors, and corporations across 400+ industries and 20+ countries.
We’ve written over 15,000 custom business plans and helped clients secure more than $2 billion in funding.
Now, through the Wise Advisory Division, we provide the next step — ongoing strategic guidance to help you execute, grow, and sustain success.
Experience
Serving 400+ industries, including fintech, healthcare IT, and SaaS.
Expertise
U.S.-based MBAs and analysts with regulatory and risk management backgrounds.
Authority
Featured in TechRadar, Sovereign Magazine, and Forbes Business Council.
Trust
A+ BBB rating, strict NDAs, and confidential client process.
Real Client Feedback
4.9/5
4.7/5
5/5
Our Partners
Who This Service Is For?
Our Strategic Execution & Retainer Consulting is best suited for:
- Business owners who have completed a Wise Business Plan and want to turn it into results.
- Founders scaling their business after receiving funding or SBA approval.
- Companies seeking ongoing marketing, operational, or financial accountability.
- Entrepreneurs who want to measure ROI, track KPIs, and optimize growth strategies monthly.
If you’re serious about growth, Wise becomes your virtual Chief Strategy Office — at a fraction of the cost.
Frequently Asked Questions (FAQs)
It’s an ongoing partnership where Wise Business Plans® helps you implement, monitor, and improve your business strategy after your plan is complete.
Instead of stopping at planning, you’ll have a dedicated advisor to oversee execution, track results, and provide monthly or quarterly updates — keeping your business aligned with growth goals.
Traditional consultants often provide advice and leave. Wise stays involved as your execution partner, offering measurable accountability, monthly KPI tracking, and continuous plan optimization.
We focus on turning strategy into performance — not just delivering recommendations.
This program is ideal for:
- Startups ready to execute their business plan and monitor results.
- Funded companies needing ongoing growth and financial oversight.
- Established businesses seeking monthly accountability, KPI tracking, and strategy updates.
Essentially, any business that wants a long-term growth partner benefits from this retainer model.
Most clients choose a 3-month minimum engagement, renewable quarterly.
Depending on your selected package, you’ll receive:
- Monthly or biweekly strategy calls
- Performance reporting and analytics
- KPI and goal tracking dashboards
- Continuous plan updates and growth guidance
- Access to Wise strategists, writers, and analysts
Absolutely. As part of our Wise Advisory Division, we can integrate your plan into a custom analytics dashboard, giving you real-time visibility into KPIs, revenue, marketing, and operations.
This combination of consulting + data insight helps you make smarter, faster decisions — all in one place.
Ready to Turn Strategy Into Success?
Stop letting your business plan sit on a shelf.
Let Wise Business Plans® help you execute, adapt, and thrive.
Either fill out the form with your inquiry or call us at 1-800-496-1056.
