1:1 SBA Loan Coaching
Stop the guessing and the stressing. We'll guide you into and through the SBA process, step-by-step, so you know exactly what you need.
If you're considering an SBA loan to start, grow, or acquire a small business, we can maximize your approval chances by making sure you are completely prepared and supported!
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We've done a lot.. and have helped a lot!
✅ Our team has more than 20+ years of previous SBA lending Experience
✅ We closed 1,500+ SBA loans for startups and small businesses
✅ We've helped thousands of entrepreneurs prepare for an SBA loan
✅ Our clients have been approved for millions in SBA financing
ProjectionHub founder, Adam, accepting some SBA rewards ⬇️
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SBA Can Feel Overwhelming. You're Not Alone.
SBA loans are one of the best ways to fund a small business—but preparing a strong, lender-ready application can be confusing and overwhelming.
SBA Coaching by ProjectionHub is a hands-on, guided program that helps you move from idea to application with personalized support, structure, and clear next steps.
From idea to SBA loan
step-by-step coaching to get you funded.
Over the course of 3 different 30 minute sessions, our SBA experts will walk with you through the process of figuring out if SBA is right for you and how to prepare!
✅ Structured, proven process
✅ Templates, checklists, and real-time feedback
✅ Expert guidance from a team who’s helped 1,000+ entrepreneurs
✅ Flexible off-ramps—only keep working with us if it makes sense for you
Session 1 – The Owner & The Company
Goal: Understand your background, goals, and funding readiness
Review your completed questionnaire.
Discuss your business goals and financial profile.
Identify potential roadblocks to SBA funding.
Review your business model and growth plan.
Provide a customized document upload checklist.
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Session 2 – The Documents
Goal: Comprehensive review of financials and determine an ideal loan structure
Review your uploaded financial documents.
Identify any missing or weak points in your paperwork.
Discuss and propose a loan amount, terms, and use of funds.
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Session 3 – The Executive Summary
Goal: Finalize and approve your lender-ready loan proposal and recommend your next steps
Create a 1-2 page Executive Summary Loan Proposal.
Review the loan proposal together.
Discuss your next steps in your SBA journey and how we can help.
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...Then What Happens?
You can choose your path:
🏦 Apply for a loan on your own using your new Executive Summary and clarity
📊 Continue with additional SBA Coaching sessions or have us help with financial projections, your business plan, and more
🚀 Upgrade to our SBA Concierge Service, where we’ll handle the lender outreach and application for you
Join Our Other SBA-Approved Customers!
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It's your turn to get SBA ready!
Our SBA coaching offering is meant to be a more approachable way to find out if SBA is right for you and what the next steps you need to take are.
You can stop at any moment!
SBA Coaching Service
Clients receive:
- 2 x 30 minute expert coaching sessions per month
- Access to coach for questions between sessions
- Custom list of required SBA documents for your case
- Review of all provided SBA documentsValidation of business model & loan requestA custom Executive Summary Loan Proposal for lendersDiscounts on custom business plan, projections, and more
SBA Coaching FAQs
A few commonly asked questions about what to expect with our SBA Coaching service
Absolutely! This coaching program is designed for beginners. We'll break down the SBA loan process into simple, understandable steps, and help you build a strong foundation.
We'll help you understand the core eligibility requirements, giving you a good idea of where you stand. We'll discuss factors like your credit, business history, and financial projections. For a definitive answer, you'll need to work with an SBA lender, which we can assist with in our Concierge service.
The coaching is provided on a monthly basis, with two 30-minute sessions per month. Most clients find they benefit from 1 to 3 months of coaching, depending on their individual needs and the complexity of their situation but it can go longer if needed or transition you to other programs!
Our coaching program is a great starting point. When you're ready to apply for a loan, we recommend our SBA Concierge Service as a next step. This is where we actually help you find a lender, fill out your full loan application, answer lender questions, and guide you through the entire approval process. Coaching program graduates receive a $1,500 discount on the Concierge Service and can also get discounts on other optional services like creating projections or a business plan.
We absolutely can if we determine you need those documents and you choose to have us work on them for you. The SBA coaching services if focused on preparing you personally, validating your idea/concept, refining your loan request, and make sure you know exactly what you'll need to apply. SBA coaching members and graduates can receive discounts on our projection and business plan services!
These SBA preparation services are geared specifically towards SBA loans which only exist in the United States. While other countries may have their own government supported small business lending programs, our team's experience and expertise is with the SBA programs. That being said, we do help many businesses with financial projections and business plans that are located outside of the US. You can see our Projection Fill out and Business Plan Writing Service specifically if you are located outside of the US and are interested in some help.
