Business Planning
Start with the foundation or build the whole thing. Our business-planning process begins with the Business Model Canvas and can grow into a complete $1,700 Business Blueprint built around how your business will market, monetize, operate, and prepare for funding. We build the thinking before we build the plan — so the final document reflects the business you are actually creating.
One planning process. Four ways to enter.
You do not have to purchase the full Business Blueprint to begin. Start at the level your business needs now, knowing that each deeper level builds on the foundation before it.
Group $150
Individual $250
Map how the business actually works before adding strategy.
Money Map — $700
Build marketing and monetization strategy on top of the Canvas.
Business Blueprint — $1,700
The full planning experience: strategy, research, operations, funding preparation, projections, and the written plan.
Most business plans start with writing. Ours starts with the business.
A strong business plan should not be a collection of polished paragraphs built around assumptions. Before we write your plan, we work through how the business functions, who it serves, how it reaches those people, how it makes money, what the market looks like, and what the numbers need to say.
That is why the Business Blueprint is loaded. The written plan is the final product — but it is not the only work happening behind it. Your Blueprint brings the foundation, strategy, research, funding preparation, projections, and final written document into one complete build.
Business Blueprint — $1,700
One comprehensive process designed to take the business from “I know what I want to build” to a structured plan you can actually use.
This is not one document. It is a full build.
Each layer answers a different question the final business plan needs to answer well. We do not skip to the writing before those answers are clear.
Business Model Canvas
Marketing & Monetization
Research, Funding & Written Plan
The Business Model Canvas
Before a full plan can make sense, the business model has to make sense. We use the Business Model Canvas to map the core structure of your business around your actual market, niche, strengths, resources, and goals.
- Who the business serves and the problem it is positioned to solve
- Your value proposition and core offers
- Customer relationships and channels
- Key activities, resources, and partnerships
- Revenue streams and cost structure
- Honest assessment of gaps, strengths, and decisions that still need to be made
The Canvas keeps us from writing a beautiful plan around a business model that has not been fully thought through. It becomes the working foundation for everything that follows.
Marketing & Monetization Strategy
A business plan should be able to explain more than what you sell. It should show how the right people find the business, why they choose it, and how that activity turns into revenue.
- Target-audience and customer positioning
- Offer and revenue-path review
- Marketing channels and customer-acquisition approach
- Monetization strategy built around the actual business model
- Connection between the offer, the audience, and the way the business expects to generate revenue
By the time we write the marketing section of your plan, it is not filler. It reflects a strategy that has already been considered in the context of your business.
Market & Competitive Research
Your plan needs context. We research the market and competitive landscape so the document is not relying only on what you believe about the industry.
- Market research relevant to the business and its industry
- Competitive-landscape review
- Research incorporated into the written business plan
- Business positioning considered against the environment in which you will actually operate
Operations & Execution
A business plan cannot stop at what you sell and how you market it. It also has to account for how the business will actually function once customers begin saying yes. We look at the people, systems, resources, relationships, costs, and day-to-day structure required to deliver what the plan promises.
- Day-to-day operating structure and core business activities
- How products or services are delivered to the customer
- Key people, roles, staffing, or contractor considerations where applicable
- Systems, tools, vendors, partnerships, and resources needed to operate
- Operational costs and capacity considerations tied to the business model
- Potential gaps between the strategy on paper and what execution will actually require
- Implementation priorities and operational considerations incorporated into the final plan
We do not only ask whether the business can make money. We ask whether the business can actually operate the way the plan says it will.
Funding Foundation & Research
If funding is part of the goal, the plan needs to be built with that audience in mind. We prepare the funding foundation as part of the Blueprint rather than treating it like an afterthought once the writing is finished.
- Loan-ready documentation review and structuring
- SBA and conventional lender requirement considerations
- Financial projections prepared and reviewed for presentation within the plan
- Research and guidance around next steps for submission
Loan approval and funding outcomes are not guaranteed and depend on factors outside our control. The Business Blueprint is designed to give you a carefully prepared foundation and a plan structured with real-world business and funding conversations in mind.
The Full Written Business Plan
Once the foundation, strategy, research, and financial direction are clear, we bring them together into the final written plan. This is where all of the work becomes one cohesive business document.
- Professionally written, execution-ready business plan
- Executive summary and company overview
- Business model and offer structure
- Market and competitive analysis
- Marketing and monetization strategy
- Operations and execution strategy
- Financial projections
- Funding-focused information where applicable
The goal is not to hand you a document that disappears into a folder. Your Blueprint is built to give you a clearer operating direction and a professional plan you can bring into conversations with lenders, partners, investors, or your own internal team when appropriate.
The Business Plan Preview
We do not disappear, write a plan, and send you a finished PDF without a conversation.
Before the final plan is delivered, your strategist schedules a private preview with you. We review the plan together, confirm the direction, address final adjustments, and make sure you understand what you are receiving.
The Preview is your opportunity to ask questions, confirm that the plan reflects the business accurately, and understand how the pieces connect before final delivery.
Clarity Support Is Built In
The full Business Blueprint includes Clarity Call support as part of the process. These conversations give us room to address questions, decisions, and adjustments that come up while the work is being built and implemented.
Outside of the full Blueprint, Clarity Calls are $50 and available by invitation after a client has completed a Canvas.
What the $1,700 is actually covering.
- Business Model Canvas foundation
- Marketing and monetization strategy
- Market and competitive research
- Operations & execution planning
- Funding Foundation & Research
- Financial projections
- Full professionally written business plan
- Business Plan Preview before final delivery
- Clarity Call support included in the Blueprint process
The value is not in the number of pages. It is in the amount of thinking, research, strategy, and structure that happens before those pages are finalized.
You do not have to know before you call.
If the business model itself still needs clarity, the Canvas is the right foundation. If the foundation is clear but marketing and revenue need structure, the Money Map adds that strategy. If you need the business fully researched, operationally considered, funding-aware, financially projected, and professionally documented, the $1,700 Business Blueprint is the complete build.
Every business-planning engagement begins through Concierge so we can understand what you are building and help identify the right level of support before you commit.
Start with the level your business actually needs.
Tell us what you are building, where you are in the process, and what you need help solving. We will help you determine whether that means starting with the Canvas, building the Money Map, or moving into the complete $1,700 Business Blueprint.
Speak to Our Concierge