New Business Roadmap
Launch your venture with the right strategy and systems from day one
Starting a business is challenging enough without having to figure out marketing, operations, and growth systems as you go. Building a New Business Roadmap gives you a clear path from idea to launch, with modern tools and strategies built into your foundation.
This isn’t just another business plan. It’s a comprehensive go-to-market strategy that combines proven business planning with smart systems and tools, setting you up for sustainable growth from day one.
Meet Monica: I’ve spent 20+ years helping entrepreneurs and organizations grow their impact and raise hundreds of millions in funding. I combine strategic marketing expertise with practical AI applications to help purpose-driven businesses build systems that save time while amplifying their mission.
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Why the New Business Roadmap Matters
Most entrepreneurs build their business first, then struggle to add customer relationship systems later. The New Business Roadmap starts with your mission and market opportunity, then designs smart systems to maximize customer relationships from launch.
This means your marketing, customer research, content creation, and operational processes all leverage AI strategically from day one, giving you competitive advantages while keeping costs manageable.
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The Three Step Process
Step 1: Strategy Session
Foundation: Let’s talk about your vision and design your approach
A comprehensive 90-minute strategy session where we analyze your market opportunity, define your positioning, and talked about AI-powered business foundations.
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Step 2: Plan Delivery Session
Direction: Your complete roadmap for launch
A focused 60-minute session where I present your complete business roadmap and walk you through implementation priorities.
Your Roadmap Includes:
- Complete go-to-market strategy document
- AI-powered marketing and financial blueprint
- 90-day launch timeline with specific milestones
- Financial projections and funding guidance (if needed)
- Resource recommendations and next steps
Step 3: Business Startup Implementation (Optional)
Action: Hands-on support to get your systems live
Ongoing support to implement your roadmap with expert guidance for you and your team.
Available Services:
- Marketing system setup and automation
- AI assistant development for your specific needs
- Email marketing, content creation, and social media strategy implementation
- Team training and process documentation
- Monthly strategy check-ins and optimization
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What Makes this Different?
- AI-integrated from launch: Systems designed to grow with your business
- Go-to-market focused: Beyond traditional business plans to actual market entry
- 300+ business plans written: Deep experience across industries and funding scenarios
- Strategic foundation: Positioning and messaging that attracts customers and investors
- Bank-ready Financial Documents: P&L statements ready for bank review
- Ongoing support available: Not just a plan, but implementation partnership
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Want to Learn AI First?
New to AI? Start with our AI Training Foundation to build your skills, then return here when you’re ready to implement systems for your business launch.
Already Have a Business? Check out our Strategic Growth Planning services for established businesses looking to grow.
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New Business Roadmap Investment
Strategy + Plan Delivery Complete business roadmap with bank-ready financials, and modern tools and systems integration: $1,200 (two payments of $600); OR $1,000 for upfront payment.
Complex, multi-department plan pricing may vary.
Add Implementation Support Hands-on help getting your systems live and running Pricing based on scope and timeline
Ready to Start? [Schedule a Free Vision Call to discuss your options ->]
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New Business Roadmap Frequently Asked Questions
Not at all. We’ll identify the right AI tools for your specific business and provide guidance on implementation.
Traditional business plans focus on documentation for funding. The New Business Roadmap focuses on customer relationship strategies using smart systems
The roadmap includes funding documents if needed, previous clients have gone on to secure bank funding from a variety of sources.
Strategy and plan delivery typically happen within 2-3 weeks. Implementation support timing depends on your specific needs and timeline.
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Most people approach AI as an afterthought. I help you make it a competitive advantage from day one.
– Monica Poling
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What People are Saying
Philip Lamar
Broker Bros & Co.
Starting a new business is already a challenge, but attaining an SBA loan to fund it can be just as challenging. Monica took up the task to help me create an excellent, clear, and professional business plan that helped lead to securing my loan, and therefore, funding my business startup.
Monica guided me every step along the way, so I never had to figure out anything on my own. I highly recommend Monica to anyone needing business consulting. With her wide variety of knowledge, experience, and expertise, you can be assured that your business will skyrocket!.
Melquea Smith
Monica is as sharp as it gets! She’s incredibly knowledgeable and will give you actionable advice on your next steps depending on your goals. She instantly suggested that I raise my prices, something that service providers and artists, especially Black artists raised as women rarely do.
I appreciated her giving me that permission. I really needed to hear that.
If you’re thinking about working with Monica, stop thinking about it and do it. You won’t regret it.
Ana Reyes
El Tamarindo Restaurant (DC)
Working with Monica has been a blessing for El Tamarindo. We love that she just “gets” our Salvadoran heritage. Her ability to reflect our culture authentically is a gift. She has helped us share our heritage with the DC community, which is so important to us as one of the first Salvadoran restaurants in Adams Morgan. Monica is a true partner who truly understands and values what we represent.
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