Client Information

Package Selection

Which package did you purchase?

Business Overview

Briefly describe your business idea or current business.

Business stage:

Industry / market:

Business Location

Short and long term goals

Products & Services

What products or services do you offer (or plan to offer)?

What makes your business/offerings unique?

Key features or offerings

Pricing (if known)

What problem does this solve?

Target Market & Customers

Who is your ideal customer?

Are you targeting:

Do you have any known competitors? If so, please list them.

Customer needs or pain points:

Market Size (if known)

Customer Segments (if known)

Trends or insights you are aware of (if known)

Business Model

How will you make money?

Sales channels

Revenue streams

Financial Snapshot

(Provide estimates if exact numbers are not available.)

Monthly or annual revenue (or “not sure yet”)

Major startup or operating expenses/budget

Expected Monthly Revenue

Are you seeking funding?

Marketing Strategy (Silver & Gold Packages)

How do you plan to attract customers?

Which channels

Branding or positioning ideas

Operations (Silver & Gold Packages)

How will the business operate day-to-day?

Do you have employees, contractors, or partners?

If yes, please explain

Start up costs breakdown

Pricing strategy

Revenue assumptions

Fixed vs. variable costs

Payroll plans

Plan Purpose

What will this business plan be used for?

Legal Disclaimer

The materials, content, and services provided by LaunchWorks Business Plan Consulting (“LaunchWorks”) are designed to support your business planning and decision-making. While we strive to deliver high-quality and thoughtful guidance, LaunchWorks does not guarantee any specific financial, funding, or business outcomes.

By working with LaunchWorks, you understand and agree that:

1. Plans and Projections Are Estimates

All business plans, financial projections, and strategies are based on the information you provide and reasonable assumptions. Because every business is different, actual results may vary.

2. Not Professional Legal or Financial Advice

LaunchWorks does not provide legal, accounting, tax, or investment advice. We encourage you to consult with qualified professionals for guidance related to legal, financial, or investment decisions.

3. Your Decisions Are Your Own

Any business plans, templates, or resources we provide are for your use and consideration. You’re responsible for how you apply them, and LaunchWorks is not responsible for business decisions, losses, or outcomes that may result.

Intake Form / Checkout Acknowledgment

Acknowledgment & Agreement

Please read and confirm the following:

If you have any questions or need clarification, feel free to reach out to us at (email goes here) — we’re happy to help.