Ready to finally build a business plan that works in the real world?
Business by Design is for small business owners, decorators, makers, and dreamers who want a simple, personalized business plan they’ll actually use. No fluff. No MBA required. Just clarity, direction, and action.
🔧 Build your business with intention not guesswork.
Most business plans never get used if they get created at all. They’re too complicated, too vague, or too disconnected. Business by Design is a simple, powerful 3-part experience that helps you design a business you actually want with a clear mission, the right foundation, and a practical plan you can grow.
You don’t need to do it alone. And you don’t need another course that just teaches theory. You need a plan built with purpose and a guide to walk you through it, step by step, together.
*The live masterclass sessions have passed, but you can still access the program on demand by signing up!
WHY JOIN THE PROGRAM
You will walk away with a complete, personalized business plan tailored to your goals, ideal customers, pricing, and workflow. Plus clarity and direction in your daily decisions, marketing, and time management as well as a repeatable, confidence-boosting process to keep your business on track.
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Part 1 – Masterclass: Day 1 – The WHY
Clarify your “Reason,” the core mission and purpose behind your business. Shift your mindset from reaction to intention and uncover what makes a business plan useful instead of forgotten.
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Part 2 – Masterclass: Day 2 – The HOW
Learn the five foundational areas every strong business needs: clear goals, key relationships, focused marketing, financial awareness, and repeatable systems. Start building your structure using a simple guided workbook.
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Part 3 – Workshop: The WHAT
In this implementation workshop, you will be guided to fill in the specific details of your plan. Walk away with a fully customized business plan, a renewed future vision, and a bonus 1-on-1 review of your plan 30 days later.
Note from your host...
I’d love for you to join us for this powerful 3-part experience. Whether you're just starting out or looking to bring more clarity to a business you’ve been running for years, this is your chance to slow down, get focused, and build something real. You don’t need to do it alone or have everything figured out. We’ll walk through it together, with practical tools, real support, and a plan you’ll actually use. I can’t wait to see what you create.
What happens when you have a plan?
Twice as Likely
to successfully grow your business
Decreases Likelihood of Failure
just by planning
Greater Success
and deeper fulfillment!
Sign up NOW - Its Time to Make Your Vision a Reality with a Business Plan!
2-Part Business Planning Masterclass
Uncover why having a plan is important and how to define your reason, and what makes a strong foundation and drives your business.
$27 + complete workbook
2 Live Sessions with Q&A, PLUS Access to the Recording for 90-Days
Live Sessions on August 5th and 6th at 5 PM Central with Workbook and Replay Access
This masterclass will help you uncover the deeper reason behind your business and give you the tools to build a strong foundation. You’ll get practical guidance, space to reflect, and a clear structure for starting your business plan with confidence.
What’s Covered:
- Day 1 – The Why
Clarify your mission and purpose, explore your “Reason” statement, and shift your mindset from overwhelm to focused intention. - Day 2 – The How
Learn the five foundational areas of a strong business plan and start mapping out your goals, customer focus, financial awareness, and systems.
What’s Included:
- Two 60-minute live Zoom sessions
- Printable guided workbook
- Live Q&A at the end of each session (available only to live participants)
- 90-day replay access for both sessions
3 Hour Integration Workshop
A hands-on session guiding you through exactly what to put into your unique plan. PLUS a no charge one-on-one consultation & bonus FUTURE YOU Party to accelerate success.
$77 + a Money Back Guarantee
The Masterclass is included with this Workshop
Live 3-Hour Group Session, Future You Party, and 1-on-1 Review Included
This is where you are guided on what to do when it is time to write your business plan. In this interactive workshop, we’ll bring your business plan to life. You’ll be guided step by step through each section of the plan, with time to write, reflect, and get feedback in real time. This is where everything comes together. You’ll leave with a complete, personalized plan you can actually use to move your business forward.
What’s Included:
- Live group coaching and guided planning session (3 hours)
- 30-minute Future You Party to envision and celebrate where you're headed
- Full editable business plan template
- 30-minute 1-on-1 business plan review scheduled 30 days after the workshop
Workshop Scheduling:
Multiple dates are available to meet your needs. After registration, you’ll receive a list of options and we’ll coordinate to make sure you get a time that works for you.
WHAT THEY ARE SAYING...
You guys have made a significant difference in my business and with me personally.
The training is great. You made it super simple with the spreadsheets and other resources. For the first time in 13 years, I'm paying myself.
Any type of creation or growth is messy by its nature!
The creative process needs borders to explore new ideas while still growing a thriving business.
If you want to give your business the best chance for success, this is the workshop for you. ~Aaron
Money Back Guarantee
Our Success Group wants you to feel confident that you are going to get the value you deserve from our training. We offer a money-back guarantee on all of our training, Masterminds, and Workshops. We know as long as you are willing to put in the work and take action this will help your business. So if you can show us that you took action and are still not satisfied with the results we will give you your money back, no questions asked!
Meet your Host
Aaron Montgomery
... is the author of The FUNdamentals of Business Success, a guide to building strong business foundations. Certified by New York Times best-selling author Jack Canfield as a Success Principles Trainer, Aaron brings nearly 30 years of experience helping small businesses thrive. He specializes in guiding established business owners from overwhelm to clarity, helping them create a business they love, rather than another time-consuming job.
We empower entrepreneurs to clarify their purpose, set and achieve meaningful goals, establish solid business plans, implement profitable pricing strategies, and develop effective marketing approaches. Known for his clear and approachable teaching style, Aaron is often praised for his ability to deliver practical strategies without making his audience feel overwhelmed or talked down to. Attendees frequently leave feeling confident and equipped to take action immediately.
Since 2013, Aaron has co-hosted the 2 Regular Guys Podcast, sharing insights and inspiration with a community of creative professionals. He also hosts the Small Business Saturdays Podcast, providing actionable tips, tools, and strategies to help small business owners succeed.
His wife, Kylene is also a success principles trainer and supports Aaron by driving the wellness side of Our Success Group. Through breakthrough counseling and yoga training, she is the 'teacher' to Aaron's 'preacher' and together they are inspiring others to find joy and success in their lives.