Agency Business Planning


Ever feel like management does not know where to start in putting the firm’s annual plan together?  How about a template to help management know what the key things to concentrate on are, to give management a jumpstart?  Oak & Associates has created a planning device to help agency owners and managers do just that. The Agency Business Planning Template can be used to assist with the writing of the annual plan and gives management the key questions to be asked and info to gather to make this plan a very meaningful tool.


Cost is $299


Sales & Marketing Planning


Are sales the firm’s Achilles heel?  What would be better than a template to get the management of the firm a way to concentrate on all of the key areas related to improving sales and marketing?  This template tool is affordable and a proven way to have a written guide to improving sales for the firm.


Cost is $299


If both are purchased, the cost is only $499!!