Have a Plan Consulting

BACKGROUND

Please describe your company and position.

I am the Co-founder of Betoola

Describe what your company does in a single sentence.

IT consulting and software development for fintech companies.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Have a Plan Consulting to accomplish?

• Define key metrics to monitor strategic performance and decision-making Improve visibility into project profitability and marketing ROI
• Develop a long-term business strategy aligned with growth goals
• Improve visibility into project profitability and marketing ROI
• Identify operational bottlenecks and financial leakages
• Benchmark spending across business functions to industry standards
• Clarify business positioning and niche
• Improve visibility of finances in the company and operational management processes

SOLUTION

How did you find Have a Plan Consulting?

Referral

Why did you select Have a Plan Consulting over others?

• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Have a Plan Consulting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Review of the current management processes (including but not limited to financial management). Consulting on how to improve our processess, with the following goals in mind: visibility of the company's financial state; visibility of management processes, including sales and marketing; financial and operational forecasting; informed strategic decision making.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

1. Strategic scorecard with measurable KPIs implemented across the management team
2. New, more convenient and informative financial models implemented
3. New strategy developed for pivoting our company's value proposition

ROI and profitability dashboards adopted for project and marketing analysis

Identification and resolution of key bottlenecks affecting profitability and cashflow

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were always very responsive, punctual, and following up every call with a recap and supplementary materials. All of this helped us to finally stop postponing these strategic improvements and implement them. Within the agreed collaboration time and format (4 online calls over 5 weeks), they were willing to advise on things beyond the original scope, like customer value proposition.

What was your primary form of communication with Have a Plan Consulting?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

It really helped that we share the same values, hands-on approach to operational management and love for structure. This helped us create real synergy, and the communication was notably pleasant as well.

Are there any areas for improvement or something Have a Plan Consulting could have done differently?

Maybe a bit more tailored suggestion for a spreadsheet system. But it might not be an issue because we ended up synthesizing our old and their suggested new system and it turned out fine.

BACKGROUND

Please describe your company and position.

I am the Chief Operating Officer of Growpad

Describe what your company does in a single sentence.

Growpad is an inbound SEO and content marketing agency.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Have a Plan Consulting to accomplish?

• Strategic thinking and preparation for scaling.
• Financial audit and improvement of the accounting system.
• Improvement of budgeting and planning.
• Assessment and optimization of operational maturity.

SOLUTION

How did you find Have a Plan Consulting?

Referral

Why did you select Have a Plan Consulting over others?

• Great culture fit
• Good value for cost
• Referred to me

How many teammates from Have a Plan Consulting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

The consultant was engaged to conduct a comprehensive review and improvement of our agency’s financial and operational systems. The scope of work included:

Financial system audit: Analyzing our existing financial model, P&L structure, and budgeting processes to identify inefficiencies and risks.
Revenue and project estimation review: Assessing the accuracy of revenue planning and project cost estimation methods, and providing recommendations for improvement.
Operational maturity assessment: Evaluating our overall operational setup, organizational structure, and process alignment with strategic goals.
Budgeting and forecasting optimization: Proposing a more data-driven and structured approach to budgeting, forecasting, and performance tracking.
Key deliverables:

A detailed audit report with identified gaps and actionable recommendations.
An improved P&L structure tailored to our business model.
A refined budgeting framework to support more accurate forecasting.
Strategic recommendations to strengthen operational processes and prepare the business for scaling.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

As a result of the consultant’s work, we achieved several measurable improvements:

Strategic readiness - gained a clear roadmap for scaling operations with more predictable margins and resource planning

Increased forecasting accuracy - our budget projections and project estimations became more precise, reducing variances between planned and actual results by over 20%.

Optimized P&L visibility - the new structure allowed us to clearly track profitability by service line, enabling faster decision-making.

Improved operational efficiency - streamlined processes reduced time spent on financial reporting and budgeting by approximately 20%.

Risk reduction - identified and addressed financial and operational gaps that previously led to revenue leakage and underestimation of costs.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The consultant demonstrated excellent project management skills, keeping all tasks well-structured and on schedule. They consistently delivered agreed deliverables on time and adapted quickly when priorities shifted. Communication was clear, proactive, and solution-oriented, ensuring our needs were fully addressed throughout the engagement. Describe their project management. 

What was your primary form of communication with Have a Plan Consulting?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most was their ability to quickly understand the specifics of our business and translate complex financial and operational challenges into clear, actionable solutions. Their approach combined strategic thinking with practical implementation, ensuring recommendations were not only insightful but immediately applicable. This balance of big-picture vision and attention to detail made their contribution truly unique.

Are there any areas for improvement or something Have a Plan Consulting could have done differently?

Overall, the quality and relevance of their work met and exceeded our expectations.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of an IT services and consulting company. We deliver high-quality, full-cycle web and mobile development solutions, combining deep technical expertise with agile execution to solve complex business challenges.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Have a Plan Consulting?

We needed to review and analyze our company's processes and documents, particularly our financial records.

SOLUTION

What was the scope of their involvement?

Have a Plan Consulting reviewed our key documents and processes and built an improvement plan. They also created templates of documents and processes that we needed to implement.

What is the team composition?

We worked with one person.

How did you come to work with Have a Plan Consulting?

I knew them in person. Their strong value proposition and rich area expertise were key points in our decision to hire them.

What is the status of this engagement?

We worked together from June to July 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We saw major improvements in our company reports and structure, which helped us meet our company goals for the next five years. Specifically, we saw improvements in our P&L structure, payout schedule, income, and revenue tracking. Overall, the engagement helped us better operate with cash flow and made it easier to make decisions on reinvestments.

How did Have a Plan Consulting perform from a project management standpoint?

The project management was perfect. Everything was planned and scheduled. They delivered on time and with high quality.

What did you find most impressive about them?

We were impressed with their personal attitude and deep expertise.

Are there any areas they could improve?

I have nothing to say.