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Templates & resources

Print them and fill them in by hand, or type straight into the Word and Excel versions. Use them at your own pace, and bring them to a one-on-one if you would like a second pair of eyes.

Template 1

Business Model Canvas

Your whole business on one page. Fill the boxes in number order, starting with your customer.

  • Nine boxes: customers, problem, value, solution, advantage and more
  • Short answers are fine; clear beats clever
  • A great starting point for your one-on-one

Pairs with Week 2. Tap a page to open it larger.

Business Model Canvas template preview
Template 2

Business Plan

A short, honest plan that answers what lenders and grant reviewers look for: a real customer, numbers that add up, and a clear next step.

  • Nine plain-language sections, from your snapshot to your 90-day milestones
  • Built from your Business Model Canvas
  • Bring it to a one-on-one for feedback

Pairs with Week 2 and Week 4. Tap a page to open it larger.

Template 3

Financial Projection

Startup costs, monthly costs, pricing, break-even and a 12-month cash flow. Together they show how much money you need and when the business pays for itself.

  • Estimates are fine; be honest and a little cautious on sales
  • Your lowest cash balance is how much you need to start
  • The Excel version does the math for you

Pairs with Week 3. Tap a page to open it larger.

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One-on-one support

Want a second pair of eyes?

Bring your draft, or just the spark of an idea. Book a conversation and we will figure out your next step together.