Which plan template fits your business goal?
Updated
Every CorZen plan starts with one of 10 business goals: testing a product idea, launching a product, keeping customers, improving margins, growing revenue, building a process, fixing a process, hiring, raising money, or selling the business. Each goal has three approaches. CorZen builds your version on a 30, 60, or 90-day, custom, or ASAP timeline.
Which templates help you test or launch a new product?
For ideas that aren't on the market yet. These templates assume no existing customers or pricing.
Assess Product-Market FitTest an idea
Which templates help you grow a product that's already live?
For products with paying customers. These templates start from the numbers you already have.
Customer RetentionKeep customers
Improve Profit MarginsImprove margins
Which templates help you build or fix a process?
For work that needs an owner, fewer steps, or fewer mistakes.
Create New ProcessBuild a process
Process OptimizationFix a process
- How do I redesign a process that isn't working?The Architect (Design)
- How do I reduce errors and rework in a process?The Standardizer (Consistency)
- How do I speed up a slow process?The Lean Operator (Speed)
Which templates help with hiring, funding, or selling the business?
For changes to the company itself rather than the product.
Hire More Team MembersHire
- How do I build a hiring pipeline for a small business?The Recruiter (Pipeline)
- How do I build my first team as a solo founder?The Builder (Team)
- How do I hire several people quickly without lowering the bar?The Scaler (Volume)
Raise CapitalRaise money
- How do I plan a fundraising round?The Dealmaker (Transaction)
- How do I write a pitch that gets investors to take a meeting?The Storyteller (Narrative)
- What metrics do investors want to see before they invest?The Validator (Metrics)
Sell My BusinessSell the business
- How do I prepare my business to sell?The Exit Strategy (Financial)
- How do I plan a business succession?The Succession (Transition)
- How do I sell the assets of a business I'm closing?The Asset Sale (Liquidation)
How does CorZen turn a template into your plan?
Pick the goal and approach that match your situation, then choose a timeline. A short AI interview asks about your niche, what makes your offer different, the tools you already use, and how much time your team has each week. CorZen then builds a roadmap broken into weekly tasks, and every task has an owner.
Frequently asked questions
What timeline do the templates use?
Each template page shows a sample 90-day roadmap. When CorZen builds your plan, you choose 30, 60, or 90 days, a custom length, or ASAP, and the tasks are spread across that timeline.
How do the three approaches in each goal differ?
They are different ways to reach the same goal. For a product launch, for example, one approach is led by sales outreach, one by brand and audience, and one by testing growth channels. Pick the one that matches how your buyers buy and what your team does well.
Can I change the plan after CorZen builds it?
Yes. You can edit, reorder, and reassign tasks, and archive the ones you don't need.
Can more than one person work on a plan?
Yes. You can invite teammates to a project, and one task can have more than one assignee. Editing a shared project needs a Team or Business license. People on the Free plan can view.