Business Pivot Planner
Think it through clearly — then pivot with purpose, not panic
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Now
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Next
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Reality
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Plan
Where You Are Now
Be honest — understanding your current state clearly is the first step to a purposeful pivot.
What is your current business or main offer?
Why are you considering a pivot?
Not making enough money
Burned out and drained by the work
The market has shifted or dried up
I want to serve a different audience
I've discovered a new passion or skill
My current model doesn't scale
I want more freedom and flexibility
What IS working that you want to keep?
What is NOT working that you want to leave behind?
Where You're Going
Describe the new direction as clearly as you can — even if the details aren't fully formed yet.
What is the new offer or direction you're considering?
New target audience
Skills that transfer
What new skills, tools, or assets do you need to build or acquire?
The Reality Check
Honest answers here will save you months of heading in the wrong direction.
Have you validated this new direction?
Yes — people are already asking for it or I've had paying interest
Partially — I've had good conversations but no money has changed hands
No — it's still an idea and I haven't tested it yet
How many months of financial runway do you have?
Less than 1 month
1–2 months
3–6 months
6–12 months
12+ months
What's your pivot timeline?
Immediate — I need to change now
Within 3 months — planned and paced
Within 6 months — gradual and careful
Gradual — keeping current income while I build
Your Transition Plan
The gap between a pivot idea and a pivot reality is a clear action plan.
How will you handle your current clients or commitments?
Complete existing work then transition — no new clients in current model
Grandfather current clients and stop taking new ones
Wind down immediately with proper notice
I have no current clients — clean slate
Keep some current work to fund the transition
What is your #1 action this week to move toward the pivot?
What does success look like in 30 days?
What is your biggest fear about this pivot?
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Pivot Readiness Score
Keep vs Leave Behind
✓ Keep
✕ Leave
Risk Assessment
30 / 60 / 90 Day Actions
30
Days
60
Days
90
Days
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