Problem or Situation

Absence of a plan that covers all the core fundamental aspects of a business is a potential recipe for disaster.

About the Program

This is a “done for you” program designed specifically for your business, to solve your Planning problems. 


We understand what your current business situation is and what professional and personal drivers you have for the foreseeable future.

The program will define what actions need to take place in the core functional areas of your business:

 Income streams (Sales)

 Cost of Sales (Purchasing, Efficiency and Pricing)

 Finance accountabilities

 Marketing

 People

Our goal has never been dust gathering biblical epics but documents that are simple/concise and that can live and breathe to support the success of the owner and the business.


Benefits and Outcomes of the Program

  • Review of current situation

  • Revision/reset of personal and professional goals

  • Analysis of the wider environment

  • Clarity of action for all key business functions

  • Calm and clarity for owner as to future direction

Solution and Outcomes

A practical, and concise, document that addresses the core functional areas of your business with a supporting/timely action plan.

Founders and Instructors

Co-Founder Greg Larsen

MEntr (Distinction), MIoD, NZ Dip Bus, Dip. Mgt, Dip Mktg

Co-Founder Jonathan Sweeney

MBA

Some Clients we have worked with

How about joining the Family?

What our clients say

Founder/Owner, Nose to Tail Ltd

Kath Fitzpatrick

I’m sure, like many, I had fallen into the ‘trap’ of focusing my energy and effort on working in the business. While COVID was a catalyst to look at what we were doing, the detailed lessons we have learnt now give the business, and myself, more options and choices for the future. Jonathan has been of huge value through this process.

Director, Aqualectrix Ltd

Lorraine Moloney

The Competitor Analysis step within the Strategic Masterplan program allowed us to confidently increase pricing while providing a superior service than our competitors. We increased Net Profit by 40%. This aligned with the staff survey providing, the internal support needed for the growth.

Owners, Multiple Auto Shops

Tyrone & Natasha Van Graan

Like most, we’ve learnt running a business ‘on the tools’. We did feel we were running a ‘tight’ operation but, like a vehicle, felt we needed to get someone to ‘look under the hood’. Jonathan has highlighted to us several ways to increase profit as well as supporting enhancing longer term business value. It’s not always ‘comfortable’ to stare into where you are and what you need to do but we know Jonathan has always had our best interests at heart.

Program Curriculum - 20 days

Byspoke Action Plan focusing on execution and forward momentum

    1. Lift your Business

    2. Welcome to the Immersion Family

    3. Program Confirmation

    4. Our Gift to you

    5. Slightly Confronting

    1. Video - Goals, Roles and Expectations

    2. Terms of Engagement

    3. Confidentiality Agreement

    4. Designed for you

    5. Your Journey Ahead - The Nine Masterplan Steps

    6. At Your Pace

    7. Implementation Path - How we deliver the Program

    8. Video - Communication - How we work together

    9. Join the Immersion Group Masterplan Facebook Group

    1. Video - Set Goals Introduction

    2. The Why Stack

    3. 25 Questions Every Business Owner Should Answer

    4. What type of Business Owner are you?

    5. What type of Leader are you?

    6. Aligning Goals and Dreams of Business and Life

    7. Where are you in your business - Right Now!

    8. Your Goals

    9. Your Goals Evaluation

    10. Competitive Advantage Evaluation

    11. Business Restraints

    12. Business Restraints Evaluation

    13. Company Mission/Vision

    14. Set Goals - Presentation

    1. Video - Engage Staff Introduction

    2. Staff Survey

    3. Staff Contact

    4. Engage Staff Presentation

    1. Video - Unpack Clients Introduction

    2. Power of the Gift

    3. Client Survey

    4. Unpack Clients Presentation

    1. Video - Compete Effectively Introduction

    2. SWOT

    3. Your Value Propositions

    4. Your Point of Difference

    5. Are you priced right?

    6. Let's meet your competitors?

    7. Compete Effectively Presentation

About this course

  • $2,495.00
  • 63 lessons
  • 0.5 hours of video content

Start your Journey Now

It will change your life for the better