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Start a Business from Scratch — What You Need & How We Help

Idea & Validation

Clarify the problem, audience, offer, pricing, and differentiation.

Deliverables

  • One‑page venture canvas
  • Interview scripts
  • Mini‑tests (landing page, pre‑orders, pilot quotes)

Model & Plan

Choose a revenue model, unit economics, CAC/ LTV assumptions, go‑to‑market and channels.

Deliverables

  • Lean plan
  • 12‑month roadmap
  • KPI tree
  • Risk register

Entity & Compliance (Alberta/ Canada)

Name search, incorporation, CRA program accounts (GST/HST, payroll), WCB, sector permits.

Deliverables

  • Incorporation checklist
  • Referrals (legal, tax)
  • License tracker

Banking, Books & Controls

Banking setup, merchant services, bookkeeping stack (cloud ledger, receipt capture), simple controls.

Deliverables

  • Chart of accounts
  • Invoice/PO templates
  • Monthly close checklist

Workspace & Equipment

Lease vs. buy, vendor selection, equipment quotes, maintenance schedules.

Deliverables

  • Capex plan
  • Vendor matrix
  • Financing prep pack

People & Org

Hiring plan, role scorecards, JD templates, onboarding, contractor network.

Deliverables

  • 30‑60‑90 plans
  • Performance rhythms
  • Org chart

Tools & Data

Website + CRM + helpdesk + analytics + phone/ AI receptionist.

Deliverables

  • Stack recommendations
  • Implementation sequence
  • Data hygiene rules

Launch & Feedback Loops

Early adopters, offer tests, NPS loops, pricing iteration.

Deliverables

  • GTM calendar
  • Test matrix
  • Weekly stand‑up agenda

Audits & Reviews

Quarterly audits across finance, ops, marketing, and compliance to keep things tight.

Deliverables

  • Audit scorecards
  • Prioritized fixes
  • Owner’s dashboard

Manage Finances with Confidence

  • Budget vs. actuals, cash conversion cycle, break‑even and runway.
  • Simple rolling forecast (13‑week cash, 12‑month P&L).
  • Funding map: grants/loans timeline aligned to growth plan.
Manage Finances with Confidence

Take It to the Next Level (Scale‑Up)

Revenue Systems

SEO content sprints, paid portfolio, partner programs

Operational Excellence

SOPs, QA, Odoo modules (inventory, projects, field ops).

Governance

Quarterly planning, KPI scorecards, cadence of accountability.

Engagement Model

Discovery → 30‑day Start Sprint → 90‑day Launch → Quarterly Scale cycles. Weekly standups, monthly scorecards, quarterly strategy resets.

Start with a 15‑min Intro