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Leverage your Foresight model and be prepared for business planning and investor conversations.

156 downloads

I couldn't have better things to say about getting additional guidance from Taylor to ensure I maximize the utility of the standard model when embarking on modeling some new (to me) complexities. Absolutely worth the price of admission and would do it again when I have other challenges to tackle when building a tailored strategic model for clients.
Paul Jameson
Paul Jameson· Strategic Finance Executive

60 min call or screenshare

1 hour of personal support
Assistance with using inputs and light customization

License and Terms apply on all purchases, services, and courses.

Get help buying. Call, text, WhatsApp 1-646-770-0052.

What it is

One hour. You, me, a screenshare, your model. You drive, I help.

What people book it for

  • Setup, get the model configured for your business in a sitting, not a week
  • Stuck on something, a number doesn't look right, a sheet doesn't make sense
  • Customization, new revenue stream, time periods, something the prebuilt doesn't cover
  • Investor prep, what to show, what actually matters, how to present
  • AI workflow, how to use Claude or ChatGPT with the model effectively

How it works

  1. Book a time, pick a slot, pay at booking
  2. Send anything you want me to look at beforehand
  3. We meet for an hour. You drive, I help.
  4. Recording and notes sent after.

When it's the right fit

  • You own one of the models and need a focused session
  • You'd rather get unstuck in an hour than read for a week
  • It's a specific question, not a multi-week project (for that, Audit your AI)

Common questions

Need more than an hour? Book a second session, or move to Audit your AI for project work.

Do you teach in the session? Yes, I explain as we go so you can do it yourself next time.

Don't own a model yet? Buy one first. The session works best on your actual model with your actual numbers.

Ratings

Reviews

Taylor was very helpful in helping me understand the nuances of a waterfall model. He is a powerful educator who cares about his clients.
Paul Jameson· Strategic Finance Executive
Taylor was very helpful in helping me understand the nuances of a waterfall model.
Alex Koutromanos· Analyst
The starter model made it super easy for me to create a 5 year plan for our new business. Worth the investment. Taylor has also been super helpful and jumped on a call to explain how things worked.
Ty Zamkow· Co-Founder & CEO, Nolana