Start Your Business Plan Brief
Answer 10 focused questions about your business. Peter will review your brief and send you a personalised, no-obligation quotation within 48 hours.
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Back to Business Planning ServicesLet's start with your details
We'll use these to address your brief correctly and send your personalised quotation.
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Tell us about your business
What does your business do? How long has it been operating — or is this a new idea? What sector is it in, where is it based, how many people are involved, and what is its legal structure — for example, a sole trader, partnership, or limited company? If it already has a name, please include it.
Why we ask: The more context you give about your business stage and structure, the more precisely Peter can frame the plan for the right audience — whether that's a bank loan officer, a DFI committee, or an investor.
What problem are you solving?
What gap in the market does your business address? Who is experiencing this problem and why are they not being served well today? What made you identify this opportunity — personal experience, research, or a gap you observed — and why is now the right time to act on it?
Why we ask: A funder's first question is always "why does this business need to exist?" Your answer to this question becomes the opening argument of your plan.
Describe your product or service
Describe what your business offers in plain language, from the customer's point of view. Is it still an idea, a prototype, something you are testing, or already selling? What are the most important features or components, and what makes it work the way it does?
Why we ask: This becomes the core of your product/service section. The clearer your description, the more persuasive the plan — funders need to understand exactly what they are being asked to finance.
Who are your customers?
Describe the kind of person or organisation that would buy from you — their age, location, income level, or type of business if it is a B2B sale. How many potential customers do you believe exist, even roughly? Is your market local, national, or international? Have you already sold to anyone — and if so, who?
Why we ask: Market size and existing customer proof are among the most scrutinised elements of any business plan. Even rough numbers are useful at this stage.
How does your business make money?
Walk us through your pricing — what you charge, how you decided on that price, and whether customers pay once or on a recurring basis. Through what channels do you sell — a shop, agents, online, direct sales? Do you have any sales already, and if so, what do those numbers look like?
Why we ask: Revenue model clarity directly affects how the financial projections are built. Even rough figures help Peter structure realistic five-year forecasts.
Who else is in your market?
Who else is offering something similar to your target customers — directly or as an alternative? Why would a customer choose you over them? Do you have anything that gives you a lasting advantage — a unique process, a relationship, a cost advantage, or exclusive access to something? Are there any well-known brands or large players in this space?
Why we ask: "We have no competitors" is the single most common red flag in any business plan. A well-researched competitive landscape shows the funder you understand your market.
What is your financial position?
What is the current financial position of the business — is it earning revenue, breaking even, or pre-revenue? Has the business received any funding, loans, or investment to date, and if so, how much and from whom? How much funding are you looking for now, and what specifically would you use it for? Do you have any existing financial projections, even rough ones?
Why we ask: The funding ask and its intended use determine the entire financial structure of the plan. The Debt Service Coverage Ratio (DSCR) calculation depends on this information.
What document do you need from us?
What are we producing for you? For example: a full business plan, an investor pitch deck, a bank loan proposal, a grant application, a feasibility study, or an executive summary. Who will read it — a bank loan officer, an investor, a grant committee, a government body? When do you need it, and are there any format requirements or word limits we should know about?
Why we ask: A plan for a bank loan officer is structured very differently from one for a venture capital investor. The audience defines the argument. This is the most important single question in the brief.
Who is behind this business?
Who are the key people running this business — founders, directors, or senior managers? What is their relevant background, qualifications, or experience? Are there any obvious skill gaps in the team right now, and if so, how do you plan to fill them? Do you have any advisors, board members, or mentors supporting the business?
Why we ask: Funders finance people before they finance ideas. A strong management team profile can significantly increase the credibility of the entire plan.
Anything else we should know?
Is there anything we need to know before we start that affects what can be included or how it is presented? For example: your sector may require specific licences; you may have applied for funding before and been declined; there may be a partner or investor who must approve the plan before it is submitted; there may be information you consider confidential; or there may be other unusual circumstances.
Why we ask: A previous decline is valuable information — it tells us exactly what the funder found unconvincing and lets us address it directly. Regulatory context shapes the risk section.
What happens after you submit
Peter reviews your brief — usually within a few hours of receipt.
You receive a personalised quotation by email within 48 hours, with a clear scope and timeline.
If you accept, we schedule a one-hour discovery call to go deeper on the detail.
Work begins. You stay informed at every milestone through the six-week engagement.
Your brief is sent securely and used only to prepare your quotation. Minimum 3 questions required to submit. Learn about our service →