Our 7 Step process overview
Step 1. Assess your situation
When you call us, you run your business idea past an experienced business consultant for a FREE, no-cost, no-obligation review. Assessing your idea and discussing its strengths, weaknesses, and how it can be improved provides a basis for deciding on the overall vision and strategy for your business plan.
Step 2. Plan and organize the work
Now you begin an In-depth discussion of the business with our business consultant -- sharing ideas and marketing plans, mulling over issues and coming up with solutions.
These discussions could take place face to face, or via email, phone or Skype© -- or a combination of all four. After a thorough review, our consultant discusses your ideas with other business plan team members, to find out how to best express and present your business idea. This results in an outline for your business model, which we present to you and incorporate any feedback you may have. This part of our process may cycle back and forth several times between you, our consultant and the rest of our team, before we’re satisfied that it’s time to start writing.
Step 3. Write the first draft
We roll up our sleeves and begin writing the first draft of your business plan and an accompanying financial model for your proposed business. Our ongoing discussions with you help us resolve any issues or questions that arise as we write the plan. When the first draft is finished, we send it to you for review and feedback.
Step 4. Revise until it’s right
This step may result in one, two, three, or more drafts as we fine-tune your business plan and financial model. We continue communicating with you and weighing your feedback on each new revision. We do this until we have a thorough, clear and compelling plan for you to take to lenders and investors. In our view, the plan isn’t complete until both you and the team at Consulting Canada are satisfied with its content and quality – and are convinced that it gives your new venture the best possible chance to obtain financing.
Step 5. Finalize your customized financial model
Once your plan is completed, we revisit your customized financial model – the Excel spreadsheet that lays out your financial assumptions and projections – to make sure it is consistent with the information in your business plan.
Step 6. Present your final documents
These consist of a well-laid out, bound copy of your business plan, your financial model and, if purchased, a presentation slide deck. You also receive unlocked electronic copies of all documents, so you can adjust your plan and financial model as your business changes.
Step 7. Ongoing support on your terms
Consulting Canada offers three levels of service in creating your business plan. Depending on which level you choose, you may, in addition to your financial model and written plan, also receive pre-startup consulting, presentation coaching, an Investor Exit Strategy, a review of financing offers, and up to six months of additional, no-charge help after your plan has been delivered.
