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For consultants

Create client-ready business plan drafts faster

Use a repeatable workflow to build structured first drafts for clients and deliver a polished PDF output faster.

Output Preview

Sample charts from this workflow

Examples of the plan visuals this workflow can produce alongside narrative sections and financial tables.

Market share chart from a sample business plan

Market share overview

A sample competitive-positioning visual embedded in the plan output.

Break-even chart from a sample business plan

Break-even curve

A visual of when the operating model covers its ongoing cost base.

Who this is for

  • Accountants and advisors preparing plans for client review.
  • Freelance consultants supporting incorporation, visa, or funding prep.
  • Repeat-use professionals who need a faster first-draft workflow.

What you input

  • Client business idea, location, market, and audience details.
  • Capital structure, funding context, and preferred projection horizon.
  • Optional client business name and supporting notes.

What you receive

  • A structured draft that is easier to review internally before delivery.
  • Clear sections, charts, and financial tables in one output.
  • A polished PDF that can be shared as a draft with clients.

Section Focus

Save time on first drafts

01

Start from a structured draft instead of rebuilding the same outline from scratch.

02

Keep a repeatable process across multiple client engagements each month.

Section Focus

Structured outputs for review

01

Use the plan as a base for consultant markup and client-specific additions.

02

Keep financial tables and narrative sections in one document instead of scattered notes.

Section Focus

Future workflow note

01

White-label and bulk workflow tooling are not live yet.

02

The current product already works well for repeat single-plan client drafting.

Plans for ongoing work

Choose the monthly plan that matches how often you need to create structured business plans.

Monthly plans. Cancel anytime.

Starter

For testing one idea seriously

$9/mo

3 plans per month

  • Professionally structured draft
  • 3 charts and clear financial tables
  • Localized assumptions
  • Downloadable PDF
Start your first plan
Most Popular

Growth

For founders iterating on a real plan

$19/mo

10 plans per month

  • Research-backed plan structure
  • 5 charts and clear financial tables
  • Localized assumptions
  • Built for review and sharing
Start your first plan

Pro

For repeat work and client projects

$39/mo

25 plans per month

  • 6 charts and fuller review workflow
  • Suitable for consultant and client drafts
  • Localized assumptions
  • Downloadable PDF for sharing
Start your first plan

Frequently Asked Questions

Practical answers for this workflow.