Problem / Customer
Define the problem, buyer, user, pain, urgency and evidence that the need is real.
Energy Advisor · Workspace
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Offer / Value Proposition
State what you deliver, for whom, why it matters and how the customer measures value.
Market / Competition
Size the reachable market, map alternatives, competitors, substitutes and whitespace.
Business Model
Define revenue model, pricing, margins, recurring economics, cost drivers and unit economics.
Name / Brand
Create a credible name, brand promise, positioning, domains, identity and usage rules.
Entity / Formation
Choose formation path, jurisdiction and registrations with qualified legal and tax input.
Ownership / Governance
Define owners, vesting, voting, decision rights, deadlocks, succession and documentation.
Financial Plan
Build startup budget, runway, working capital, forecast, cash controls and scenario plan.
Funding Plan
Define capital need, source, timing, dilution or debt implications and milestones unlocked.
Legal / Contracts
Map terms, customer/vendor agreements, IP, employment, confidentiality and regulatory obligations.
Risk / Insurance
Create risk register and fit insurance to operational, professional, cyber and contractual exposure.
Tax / Accounting
Set chart of accounts, bookkeeping, close, tax calendar, controls and financial reporting cadence.
Systems / Data
Choose CRM, finance, project, document, communications, data governance and backup systems.
Cyber / Security
Implement identity, MFA, device, access, vendor, incident, recovery and sensitive-data controls.
Vendors / Supply Chain
Qualify critical vendors, alternates, commercial terms, lead times, dependencies and quality controls.
Sales / Business Development
Build target account strategy, pipeline stages, qualification, outreach, proposals and follow-up cadence.
Marketing / Content
Build credibility, channels, proof, website, messaging, content, attribution and conversion paths.
Team / Hiring
Define roles, accountability, compensation philosophy, contractors, hiring gates and onboarding.
Operating System
Document recurring workflows, handoffs, KPIs, meetings, quality controls and escalation paths.
Launch Readiness
Verify legal, financial, operational, customer, technical and support readiness before launch.
KPI / Learning Loop
Choose leading and lagging measures, review cadence, customer feedback and improvement loop.
Growth / Scale
Plan capacity, hiring, capital, automation, geographic or product expansion and control maturity.
Continuity / Exit
Document key-person risk, succession, transferability, strategic options and long-term owner goals.