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From Plan to Projection
Build a Clearer Roadmap for Your Business
Create a professional business plan that helps you understand your future roadmap, test your assumptions, and present your business clearly to banks, investors, and key stakeholders.
With Action Edge’s Business Plan Builder, you get access to an online planning system designed to simplify data entry, strengthen your projections, and keep your plan connected to what is actually happening in your business.
Plan With More Certainty
What Your Business Plan Can Help You Do
A strong business plan gives you the clarity, structure, and financial confidence to make stronger decisions and move your business forward.
Secure Financing
Create a professional business plan with the content and format banks, private investors, and lenders are looking for.
Test Your Decisions
Run live projections to see how changes may impact revenue, profitability, break-even points, and cash flow.
Choose Proven Strategies
Select from thousands of pre-populated business strategies using convenient drop-down menus inside the planning system.
Planning Tool Overview
A Living Business Plan That Updates With Your Business
Your online business model can be updated monthly, quarterly, or yearly by you or a team member to reflect what is happening in your business.
As your numbers change, your dashboard updates your projected position, giving you greater clarity around cash in bank, profitability, equity value, and the overall health of your business.
Instead of relying on a static document, the Business Plan Builder gives you access to a living plan that reflects your current opportunities, shifts in direction, and business updates.
- System orientation session with an Action Edge business coach
- Login access to your online planning system
- More than 980 built-in business strategies
- Five-year cash flow, profit and loss, balance sheet, and marginal cash flow projections
- Business health check and scorecard
- Simple options to print or create a PDF of your finished plan
Clarity Starts Here
7 Essentials for Stronger Business Planning
- Identify the NEED your business fulfills and define HOW it fulfills this need.
- Recognize your uniqueness.
- Name your key stakeholders.
- Know the SIZE of your market as well as WHO makes up your target market.
- Devise ideal promotional strategies.
- Breakdown your REVENUE streams.
- Budget capital needs, and create a plan for breaking-even.
Our Working Process
Three Steps to Build a Stronger Business Plan
01.
STEPS.
Connect With a Coach
Speak with Action Edge about accessing the Business Plan Builder and getting started with the online planning system.
02.
STEPS.
Build Your Plan
Enter your business information, review your projections, and choose strategies that support your goals.
03.
Use It With Confidence
Use your living business plan to support financing, test decisions, guide execution, and move forward with more clarity.
Testimonials
Coaching That Moves Beyond Advice
Action Edge has been instrumental in the growth of my business. The support from the entire team has been outstanding, and the network and relationships I’ve built have been invaluable. Whether you’re just starting out or scaling, I highly recommend Action Edge for any business looking to grow.
We started with Action Edge Business Coaching during a critical time and weren’t sure it was the right move. I’m so glad we did. The outside perspective was huge. Simple systems like daily huddles made a real difference. They helped with structure, marketing, finances, and goals. Highly recommend.
When I started my business in 2021, I thought being good at my trade was enough. I quickly realized how different ownership is. I was stressed, overworked, and figuring it out alone. Action Edge gave me structure, tools, and clarity. I’m now a stronger leader with a business I’m proud of.
Action Edge isn’t “business coaching” the way most people picture it. This isn’t fluffy theory or motivational talk, it’s real transformation. My business partner and I have seen unreal growth in a short time. Systems, mindset, leadership, clarity, all leveled up. If you’re serious, call them.
Action Edge Business Coaching has been a game changer. We were stuck in a tough spot, busy but not profitable. Their coaching is clear, practical, and actually works. They helped us build a more stable, profitable business. Highly recommend for anyone serious about growing the right way.
Your Next Move Starts Here
Build a Business Plan Backed by Real Numbers
If you are ready to create a professional business plan, test your assumptions, and build a clearer roadmap for your future, contact Action Edge today. We work with business owners across Calgary, Kelowna, and Penticton who want stronger planning, clearer projections, and better business decisions.
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