Custom work · scoped to your business

Custom Financial Model & Business Plan

Use email to discuss adapting an existing planning template or defining a different financial model and written plan. Start with the operating format and the decision you need to make; scope, price and timing are agreed in the project quote.

Price and delivery schedule agreed with your project scope

Send a project request →Compare Template, Tailored and Custom ↓

Share your preferred timing in the request. The delivery schedule is confirmed with the project quote before work begins.

Concept illustration of a financial dashboard with charts, tables and formulas. The illustrative figures are not this business's forecast.

Concept illustration of a business plan with many document pages, section headings, tables and diagrams.

Three ways to get the numbers

Start with the structure your business needs. An existing template has a different role from a project that first needs its revenue model defined.

Buy templates through Shopify or request a tailored project scope
Decision	Template	Tailored	Custom
What you get	Choose the editable written plan, financial model or both.	An adaptation of an existing industry template to your operating case.	A financial model and written business plan scoped together for a business with different revenue drivers or operating requirements.
Structure	An existing industry template.	Keep the existing model structure and agree which inputs and narrative sections need adaptation.	Define the revenue drivers, operating modules, outputs and review criteria before agreeing the work.
Input basis	Illustrative assumptions to replace with your own evidence.	Use the operating scope, quotes and assumptions supplied for the agreed case; unresolved inputs remain labeled assumptions.	We define the revenue unit, service capacity, cost boundary and receipt/payment timing with the available evidence. Supplied quotes, historical observations and unresolved assumptions remain distinct; the result does not certify demand or financing.
Who prepares it	You adapt the editable file.	Preparation responsibilities and review scope are agreed in the project proposal.	Preparation responsibilities and review scope are agreed in the project proposal.
Timing	Review delivery terms in Shopify	Agreed with your quote	Agreed with your quote
Revisions	Editable files; review license and purchase terms in Shopify.	The written project scope sets the included revisions, acceptance criteria and review process.	The written project scope sets the included revisions, acceptance criteria and review process.
Price · USD	Business Plan $59 · Financial Model $109 · Bundle $168	Quoted for your project	Quoted for your project

Custom work is quoted for the agreed scope. The published template prices apply to those editable products; they are not a custom-work quote.

Which one you need

Template

Start from an existing case

Explore whether an existing industry case matches your revenue drivers and operating scope.

Compare the business cases →

Tailored

Adapt an existing structure

The existing template matches what is sold, how revenue is earned and the staffing or capacity model.
Changes concern local prices, costs, opening scope or narrative, without adding new revenue logic or cash schedules.

Explore the scope ↓

Custom

Define a different structure

Separate revenue lines, capacity rules, payer or supplier terms require a different calculation structure.
The required decision needs outputs or schedules that changing template inputs cannot supply.

Explore the scope ↓

Tailored: work within the template’s structure

An adaptation of an existing industry template to your operating case.

Inputs to discuss

Use the operating scope, quotes and assumptions supplied for the agreed case; unresolved inputs remain labeled assumptions.

Revenue mechanics
Prices and volume
Operating scope
Staffing
Fixed commitments
Opening investment
Constraints and evidence gaps
Decisions and intended readers

Project deliverables

Model inputs adapted to the agreed operating case, with the existing revenue logic retained.
Narrative sections updated to explain the same assumptions, where included in the agreed scope.
An assumptions register describing supplied evidence and unresolved inputs.
A consistency and review checklist, with revision terms agreed before work begins.

Keep the existing model structure and agree which inputs and narrative sections need adaptation. A different revenue model needs a different scope.

What’s in a custom project

A financial model and written business plan scoped together for a business with different revenue drivers or operating requirements. The contents below are agreed before any work begins.

01Financial model: revenue drivers, operating modules and schedules defined for the agreed business case; no fixed worksheet count is promised.
02Business plan: a written explanation of the business, operations and financial assumptions from the same agreed case.
03Shared assumptions: source notes and unresolved inputs traced through the model and narrative.
04Forecast and outputs: the period, level of detail and decision measures specified in the project scope.
05Review and revisions: acceptance criteria and revision terms agreed before preparation begins.
06Working files and handover: formats, formula access, editing requirements and delivery arrangements set out in the agreed scope.

How the project works

Send your outline, discuss the scope and agree the terms before payment. A request starts the conversation and does not book a delivery date.

01
Email your business outline
Email a general outline of what is sold, who delivers it, locations or routes, the decision to support, required documents and preferred timing. Opening the email link does not send the inquiry or confirm receipt.
02
Discuss your project by email
We use your email thread to clarify the business case, required documents and project scope.
03
Receive your quote and invoice by email
We agree the scope, price, schedule and payment terms by email, then send the invoice and payment instructions. Sending a request does not charge you or confirm a delivery date.
04
Prepare the linked documents
We use email for project questions and progress updates while preparing the agreed documents. The model and written plan follow the same operating assumptions.
05
Review and receive your files by email
We coordinate feedback, included revisions and delivery by email according to the agreed project terms.

Scheduling

Delivery schedule

Agreed with your quote

Share your preferred timing in the request. The delivery schedule is confirmed with the project quote before work begins.

Purchase terms

Upgrade credit

Discuss with your quote

Tell us if you have already purchased a template. Any credit must be stated in your project quote.

What we need from you

Use this checklist to prepare your outline. Reference links are optional; access to sensitive documents is agreed separately.

Revenue mechanics: What customers buy, how they pay and any recurring, advance or shared-revenue terms.
Prices and volume: Retained price after discounts, the sold unit, product or service mix, completed-sales history and the local demand assumptions still to test.
Operating scope: Premises or route, equipment, paid operating hours, completion time, practical capacity and which quantities cover the whole business.
Staffing: Paid roles, compensation and employer costs, productive and nonproductive time, working-owner duties and the hiring calendar.
Fixed commitments: Premises, equipment, insurance and funding commitments, supported by available quotes or agreements.
Opening investment: Accessible funding, committed opening spend, deposits, initial stock, contingency and cash held for future payments; identify items already paid.
Constraints and evidence gaps: Monthly seasonality, customer or payer receipt dates, supplier terms, inventory or aging delays, pending approvals and uncertain inputs.
Decisions and intended readers: The decision and intended readers, chosen forecast period, requested outputs, file formats, formula-editing needs, preferred timing and budget.

When not to order this

Start with the free case

If an existing business case fits your structure, review its assumptions and calculator before considering a different scope.

Explore the free business cases →

An existing structure already fits

Review the free business case and available template first. A different model structure may not be needed.

Guaranteed outcomes

A model cannot guarantee demand, lending approval, investment returns or business success.

Unspecified operating scope

A meaningful quote and model require a defined revenue model, delivery process and intended use.

An unconfirmed deadline

Confirm the schedule in writing before relying on a delivery date. Sending a request does not reserve project capacity.

Questions before you start

How do I request custom work?

Email the business type, sold unit, operating outline, intended decision, budget preference and timing. We discuss scope and a quote by email, followed by the agreed invoice, payment instructions, updates and delivery. Opening an email link is not confirmation that the message was sent, received or accepted.

What if my business does not fit a template?

Compare what is sold, capacity, staffing and cash timing first. Tailored work retains an existing template structure. Custom work defines different revenue drivers, operating modules or outputs, such as a separate receipt-delay schedule. Describe the structural difference before agreeing the project scope.

What are the custom price and lead time?

Both depend on the agreed work. Include your budget and preferred timing in the request. Review the written quote and schedule before accepting the project.

What revisions are included?

The project scope specifies the included revisions, acceptance criteria and review timing. Confirm these terms before work begins.

Does submitting a request take a payment?

No. An email inquiry starts a project discussion. We agree the quote and payment terms with you before sending an invoice and payment instructions.

Can I share confidential records or request an NDA?

Start with a general outline and mention any confidentiality requirements. Agree an NDA and access arrangements before sharing sensitive records. Include an optional reference link and discuss attachments during follow-up.

Who prepares and reviews the work?

Preparation responsibilities and review scope are identified in the project proposal. Confirm the arrangements for your project before accepting the quote.

What happens if I need updates later?

The project scope defines editing access, handover and any included support. Describe expected future changes in your request so the quote can address them.

What we agree in the project scope

Revisions: The written project scope sets the included revisions, acceptance criteria and review process.
Upgrade credit: Tell us if you have already purchased a template. Any credit must be stated in your project quote.
Refunds: Review the payment, cancellation and refund terms in the project quote before accepting it.
Confidentiality: Start with a general business outline by email. Agree confidentiality and document access before sharing sensitive records; do not include passwords or payment information.
Preparation and review: The project proposal identifies preparation responsibilities and the scope of review.
Updates and support: The project quote specifies editing access, handover and any included support or later updates.