Work out when you can afford to start
Check the personal money, time, employment and support questions that can decide when and how it is safe to start.
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Turn a business decision into something you can use.
Start with a guided worksheet, checklist or calculator. When you use it inside your saved roadmap, the useful answers feed your live business plan and full PDF automatically.
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Sign up free when you want to keep your work, invite other people or download the complete plan.
Help for decisions that are easy to overlook.
Consumer selling, returns and complaints plan
Make the buying journey clear and fair before taking orders from individual consumers in person, online or at a distance.
Try this toolProduct, import and supply-chain readiness plan
Clarify the business role and evidence needed before making, importing, branding, dropshipping or reselling physical products.
Try this toolCustomer onboarding and service plan
Design what happens after a customer says yes, so expectations, delivery, support and follow-up do not depend on memory.
Try this toolCompare partnerships, LLPs, CICs and other structures
Work out whether an ordinary partnership, LLP, CIC, co-operative, charity or another specialist route needs proper investigation.
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Create something useful
Try the prompts before signing up. Create a free account when you want to keep your answers and add them to your roadmap, business plan and PDF.
Structure comparison record
Compare responsibility, ownership, administration and plans before choosing.
A written decision and list of points needing professional advice.
To keep this worksheet and add it to your roadmap, business plan and PDF, sign up free. Do not enter passwords, account credentials, claim references or unnecessary sensitive personal information.
Tools for every part of the startup journey.
Shape and register the business
Prove the idea, choose the right route and create the business correctly.
Customer interview scriptA reusable interview guide for five likely customers.Assumptions worksheetA ranked list of the riskiest assumptions to test.Customer evidence logA dated evidence trail behind the go, change or stop decision.Offer-testing planA small, measurable offer experiment.Structure comparison recordA written decision and list of points needing professional advice.Compare partnerships, LLPs, CICs and other structuresA shortlist of realistic routes, the reasons behind it and focused questions for a qualified adviser.Record how the business is registeredA clear record of the chosen route, business name and registration status.
Money and business systems
Set up banking, payments, cash planning and reliable financial records.
Compare and choose business banking and paymentsA usable banking and payment plan with a shortlist, chosen provider and next action—without storing financial account details.Start-up and personal survival budgetA clear view of how much money is needed, how many months it may last and how any borrowing could be repaid.Work out when you can afford to startA realistic start date, personal minimum, fallback and list of matters to confirm before relying on the business.Set up bookkeeping and tax recordsA simple routine for receipts, invoices and tax records, including any Making Tax Digital questions to check.
Branding and online presence
Bring the name, domain, email, logo, website, listings and social presence together.
Choose and secure your name, domain and emailA secured identity with renewal and access owners.Business email and signature setupA business-controlled mailbox, recovery plan and reusable email signature brief.Business and brand briefA brief usable with a DIY tool or marketplace designer.Keep your logo and brand files togetherA practical record of the logo formats, colours, fonts, rights and storage location.Draft the words for your websiteDraft homepage, offer, proof and contact content.Website launch and policy checklistA mobile-tested website with clear ownership, contact routes and relevant online information.Set up and manage your online business listingsOne accurate set of business details to reuse on Google, Bing and other listings.Useful social-channel planOne maintainable channel plan with a stop rule.
Sales and operations
Price the offer, agree how customers pay and make delivery dependable.
Break-even, pricing and margin calculatorA defendable price with break-even volume and margin.Quote, proposal and invoice builderA reusable commercial document outline.Consumer selling, returns and complaints planA practical record of the information, cancellation, refund, subscription and complaint arrangements to confirm before trading.Supplier comparison scorecardA supplier decision with a fallback for critical dependencies.Product, import and supply-chain readiness planA product and supply-chain record covering safety, customs, landed cost, traceability and recall responsibilities.
Compliance and protection
Cover data, cyber security, contracts, insurance, people and workplace duties.
Work out what personal data you holdA practical map of data, purpose, access, retention and actions.Insurance needs and renewal recordA proportionate insurance checklist with gaps, confirmations and renewal owners recorded.Plan your first hire or contractorA scoped role, budget, status questions and access checklist.
Customers and ongoing responsibilities
Win the first customers, serve them well and keep recurring duties visible.
Plan how to find your first customersA practical list of people to contact, what to say and when to follow up.Customer onboarding and service planA repeatable customer journey from acceptance and onboarding through delivery, complaints, reviews and referrals.Launch-readiness checklistA go, conditional-go or pause decision with owners and dates.