Business Plans Canada utilizes a proven business plan outline and a proprietary "common sense" interview styled questionnaire that is designed to extract key data in less time than more traditional methods. The result is a highly customized and very affordable business plan that can be completed with limited involvement from the business owner yet delivers an amazing level of detail about your specific business.
- Step 1 - Initial Phone Assessment
We briefly discuss the processes and timelines involved in creating your business plan. We will also listen carefully as you describe your business idea. We need to understand the details about your business and your vision.
Finally we will describe to you the final product you will receive. We will fine tune your plan until you are satisfied with the result.
- Step 2 - Signature of NDA & Service Agreement
We will send you a non-disclosure agreement together with a service agreement outlining our responsibilities and deliverables. Once we receive the signed documentation, your project is ready to be kicked off.
- Step 3 - Financial Forecasting (Phase 1)
At this stage we are ready to kick off the 1st phase of your project. In this phase we will gather financial information to create your financial forecast.
We will send you our exclusive Financial Assessment Questionnaire with targeted questions about your financial picture. Once our financial modeler receives your feedback, we analyze it and may book an additional phone meeting with you to go over any necessary information.
We take 5 days to compile the 1st draft of your financial plan. We will then send it to you for revision. A quick turnaround at this point will help keep us within our timeline.
We take an additional 2 days for any subsequent revision. We offer up to 5 rounds of changes on the financial plan revision phase.
- Step 4 - Business Planning (Phase 2)
At this stage we are ready to kick off the 2nd phase of the project. This phase is the creation of the written portion of your business plan. This is a well prepared and thorough sales pitch of you and your vision.
We will send you our exclusive Business Assessment Questionnaire with targeted questions about your business, strategy and operations. Once our business writer receives your feedback, we analyze it and, if necessary, book additional phone meetings with you to gather any additional information.
Our market analyst receives the information about your line of business, location and other specific information required to perform our competitor analysis and demographic research. This research is done in pararel while the business plan is being prepared.
We take 5 days to compile your business plan draft. We will then send it to you for revision. Quick turnaround at this point will help us to stay on track.
We take an additional 2 days for any subsequent revision. We offer 2 rounds of changes during the business plan revision phase.
- Step 5 - Final Business Plan
Once your revisions have been applied to the the draft business plan, we send you a final and revised version both in PDF and MS WORD formats.
This completes this business plan preparation process. Our goal is that every client we work for leaves with a business plan that exceeds their expectations.