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Understand the opportunityMarket research with source links.
Test the numbersFinancial scenarios with editable inputs.
Share your thinkingPlans and presentations in editable files.

Review sources and assumptions before making a decision.

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One idea. A recommendation, a model, and a plan.

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ClinicFlowBusiness planning example

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Financial modelXLSXDownload prepared XLSX

Downloads contain the original example. Save your model edits with the scenario CSV below.

ClinicFlow / Financial model

Make the assumptions visible.

Try a scenario below, then open “Edit model assumptions” to see how one change affects the plan.

Year 1 starts after a successful pilot. The customer growth shown still needs validation.

ScenarioYearPrepared baseline

Base scenario · Year 1 · USD · Illustrative
Revenue	$358,800
Operating result (EBITDA)	-$245,784
Ending cash	$354,216

Edit model assumptionsRecalculate

Includes your applied base inputs, three-year calculations, and unit metrics.

What the unit economics imply

CAC payback: 7.3 months
Gross-profit LTV / CAC: 6.8×

Constant price, gross margin, and churn assumed. LTV is a sensitivity illustration; retention and acquisition costs need pilot evidence.

View the three-year calculation

Base · Illustrative annual model · USD
Metric	Year 1	Year 2	Year 3
Revenue	$358,800	$592,020	$976,833
Cost of goods sold	$64,584	$106,564	$175,830
Gross profit	$294,216	$485,456	$801,003
Operating expenses	$540,000	$648,000	$777,600
EBITDA	-$245,784	-$162,544	$23,403
Modeled taxes	$0	$0	$4,915
Net operating cash	-$245,784	-$162,544	$18,488
Ending cash / funding gap	$354,216	$191,672	$210,161

EBITDA = revenue × gross margin − operating expenses. Cash adds EBITDA less modeled tax on positive EBITDA. Excludes working capital, capex, debt, and financing.

Financial projections are illustrative. Customer acquisition cost, retention, and pilot evidence remain Needs input.

ClinicFlow / Market research

Evidence, with its limits in view.

Keep sourced context separate from the business assumptions it informs.

What the references establish

Archived reference input: the original example records 204,617 U.S. employer establishments in offices of physicians excluding mental-health specialists for 2023. The Census links and recorded retrieval date are retained; the figure has not been newly verified for this revision.

An industry establishment is not automatically an independent practice, a compatible integration or a willing buyer. The reachable share, specialty wedge and obtainable customers require practice-level research.

ClinicFlow has no verified interviews, pilots, customer outcomes or revenue in this sample. The $299 price, customer ramp, acquisition cost, churn and operating plan are illustrative assumptions.

The next research priority is primary buyer evidence: existing workflow, baseline staff effort, purchasing authority, alternatives and willingness to continue paying after a bounded pilot.

Retained source · Not freshly verified

U.S. Census Bureau

204,617 total employer establishments.

621111: Offices of Physicians (except Mental Health Specialists)Source period: 2023 (released 2025-06-26) · Retained reference: 2026-07-10

Retained source · Not freshly verified

U.S. Census Bureau

$663,200,748,000 reported industry revenue and 2,787,276 employees.

Annual Integrated Economic Survey: Offices of physiciansSource period: 2023 (released 2026) · Retained reference: 2026-07-10

A bounded market, built from assumptions

Prepared baseline · Market sizing does not change with your financial model edits.

TAM: $734.17MUSD / year
SAM: $88.1MUSD / year
SOM: $2.69MUSD / year

A subscription-revenue thought experiment, not measured demand or industry revenue. Establishments are not verified buyers; 12% reach and 750 customers are unvalidated assumptions. SOM is a five-year run-rate ceiling, while scenarios use average paying customers in three post-pilot commercial years.

Review the example assumptions

U.S. physician-office establishments204,617 establishmentsCited reference · Research · medium confidence

Monthly subscription price299 USD/customer/monthIllustrative assumption · Founder · low confidence

Base gross margin0.82 ratioIllustrative assumption · Finance · low confidence

Post-pilot commercial opening cash600,000 USDIllustrative assumption · Finance · low confidence

Year-one average paying practices60 average customersIllustrative assumption · Founder / finance · low confidence

Annual revenue growth0.35 ratioIllustrative assumption · Founder / finance · low confidence

Fully loaded acquisition cost2,400 USD/new customerIllustrative assumption · Founder / finance · low confidence

Monthly customer churn0.04 ratio / monthIllustrative assumption · Founder / finance · low confidence

Year-one operating expenses540,000 USD / yearIllustrative assumption · Founder / finance · low confidence

Annual operating-expense growth0.1 ratioIllustrative assumption · Founder / finance · low confidence

Gross margin0.76 ratioIllustrative assumption · Founder / finance · low confidence

Year-one average paying practices100 average customersIllustrative assumption · Founder / finance · low confidence

Annual revenue growth0.65 ratioIllustrative assumption · Founder / finance · low confidence

Fully loaded acquisition cost1,800 USD/new customerIllustrative assumption · Founder / finance · low confidence

Monthly customer churn0.02 ratio / monthIllustrative assumption · Founder / finance · low confidence

Year-one operating expenses540,000 USD / yearIllustrative assumption · Founder / finance · low confidence

Annual operating-expense growth0.2 ratioIllustrative assumption · Founder / finance · low confidence

Year-one average paying practices140 average customersIllustrative assumption · Founder / finance · low confidence

Annual revenue growth0.9 ratioIllustrative assumption · Founder / finance · low confidence

Fully loaded acquisition cost1,200 USD/new customerIllustrative assumption · Founder / finance · low confidence

Monthly customer churn0.015 ratio / monthIllustrative assumption · Founder / finance · low confidence

Year-one operating expenses600,000 USD / yearIllustrative assumption · Founder / finance · low confidence

Annual operating-expense growth0.28 ratioIllustrative assumption · Founder / finance · low confidence

Gross margin0.85 ratioIllustrative assumption · Founder / finance · low confidence

Capped discovery and pilot budget25,000 USD / programIllustrative assumption · Founder · low confidence

Illustrative tax on positive EBITDA0.21 ratioIllustrative assumption · Finance · low confidence

Reference inputs describe an industry. Willingness to pay, retention, implementation effort, and the reachable customer segment need direct evidence.

ClinicFlow / Decision briefPrepared example

The decision before the business

Approve a capped $25,000 discovery and five-pilot program; defer a scaled launch until the evidence gates pass.

ClinicFlow is a fictional scheduling workflow for independent practices. Start with cancellation recovery and staff handoffs, not a replacement electronic health record. The next decision is whether a narrow workflow earns paid adoption; the commercial model is conditional on that decision, with no traction claimed.

Prepared baseline · This brief retains its original assumptions.

The original brief

“Evaluate a narrow scheduling workflow for independent U.S. physician practices. Decide whether to fund five pilots within a $25,000 cap. Use a $299 monthly subscription assumption, explicit customer and unit-economics drivers, and a three-year post-pilot commercial model with downside, base and upside cases. Identify the evidence needed before scaling.”

The customer and workflow

Initial hypothesis: independent, 2–10 clinician outpatient practices with one accountable practice manager, an existing scheduling system, and enough cancellation volume to measure. Specialty, purchasing authority, integration access and willingness to pay remain unvalidated.

Capture an existing scheduling baseline and agree one measurable operational outcome with the practice manager.
Surface cancellation slots and an approved waitlist task queue; staff review every patient-facing action.
Track accepted slot offers, staff minutes, opt-outs and failed handoffs in a weekly scorecard.
Keep the current system of record. Validate integration, consent, access controls and data handling before using real patient information.

The alternatives already in the room

Existing EHR or scheduling module

Test whether configuration or training already solves the problem. ClinicFlow must demonstrate an incremental benefit before adding a second tool.

Manual callbacks and shared task lists

Low software cost and familiar workflow, but staff effort and handoff failure must be measured rather than assumed.

Other scheduling or patient-engagement vendors

Compare a real shortlist on integration, total cost, staff adoption and data controls. This sample contains no verified competitor feature or pricing claims.

Evidence before expansion

Is the workflow painful enough to buy?

Weeks 1–2: interview 20 practice managers and observe five scheduling workflows; record existing alternatives and authority to purchase.

Decision gate At least five qualified practices agree to a paid pilot, one named buyer and a measurable baseline; stop or change the wedge if the current tool already solves the problem.

Founder / customer research · Proposed budget $5,000

Can the pilot operate within an approved data boundary?

Weeks 1–3: technical and counsel review of integration access, data map, permissions, retention and required agreements; use synthetic data until approved.

Decision gate Documented integration and data-handling approval for each pilot; do not ingest patient information while any required approval is unresolved.

Engineering lead / privacy counsel · Proposed budget $6,000

Does a narrow workflow create measurable value?

Weeks 3–8: run five bounded pilots with weekly scorecards. Compare median staff scheduling minutes against each practice baseline at comparable appointment volume.

Decision gate At least four of five complete the pilot, at least three elect to continue at $299 per month, and median staff time falls at least 20% without deterioration in missed-appointment rate. These are proposed gates, not results.

Product / pilot success · Proposed budget $10,000

Are paid retention and implementation economics credible?

Produce a go / revise / stop memo; extend paid observation to 90 days and cost onboarding and support with time logs. Five practices cannot establish a stable long-run churn rate.

Decision gate Reconcile acquisition cost, onboarding effort and retained paid accounts to observed evidence; require credible gross-profit payback of 12 months or less before increasing acquisition spend.

Founder / finance · Proposed budget $4,000

Release the pilot budget in stages. Scale only after operational, data-handling, paid-conversion and 90-day retention review. The $600,000 opening cash is a separate, illustrative post-pilot commercial-plan assumption; it is not approved financing or cash on hand.

From validation to a repeatable business

Discover · weeks 1–2

Choose one workflow with a named buyer and a measurable baseline.

Interview 20 practice managers; observe five workflows
Compare current EHR configuration, manual work and alternative vendors
Recruit five paid pilots without promising clinical or financial outcomes

Five paid-pilot agreements, baseline scorecards and named purchasing owners; $5,000 discovery cap

Pilot · weeks 3–8

Test cancellation recovery and handoffs within an approved data boundary.

Complete integration and privacy review before handling patient information
Track staff time, appointment volume, failed handoffs and missed-appointment rate weekly
Cost implementation and support with actual time logs

Four of five complete; three choose $299/month; proposed 20% staff-time reduction without missed-appointment deterioration

Decide · 90-day paid follow-up

Scale a narrow channel only when observed economics support it.

Reconcile paid retention and acquisition cost to observed cohorts
Review gross-profit payback and onboarding burden before hiring
Publish a go / revise / stop memo and preserve the downside funding trigger

90-day retention review and credible payback ≤12 months; no acquisition-scale commitment while evidence is missing

Needs input before a decision

Retention, acquisition cost, onboarding labor, integration access and paid conversion remain Needs input.
Base cash falls from $600,000 to $191,672 at its lowest year-end; intra-year troughs are not modeled.
Downside cash becomes negative: pause discretionary acquisition and obtain a new funding or cost plan before cash is exhausted.
No live plan-versus-actual, CRM, patient or accounting data is connected.

Sources and model limits

Prepared from a fictional brief using fixed illustrative inputs and Kona’s export code. Original reference URLs and retrieval dates are retained; no new source verification, live AI execution, customer results or completed customer task is claimed.

Prepared illustration, not a record of a live AI run. No customer, revenue, or execution success is claimed.

Source references are retained from the original example; recheck the linked publication and release date before relying on a figure.

All scenario drivers are illustrative. Tax is modeled as 21% of positive EBITDA only, with no loss carryforwards or jurisdiction-specific treatment.

Calculations retain full precision; displayed amounts are rounded to whole USD. Negative ending cash represents a funding gap, not available cash.

Demonstration only: company facts, operating assumptions, and projections are illustrative and do not describe a real company.

The annual model is deterministic but excludes working capital, capital expenditure, debt, equity transactions, and a full balance sheet.

No live connector data is used in this public sample. Replace illustrative assumptions with verified workspace data before making a decision.

Year 1 means the first commercial year after a successful pilot decision. Five pilots do not validate the illustrative average-customer ramp.

LTV assumes constant monthly customer churn and gross margin indefinitely. It excludes expansion, discounting and one-time onboarding; it is not an observed cohort result.

CAC and churn sensitivities do not automatically change annual revenue growth or operating expenses. Update aggregate growth and expenses separately; this is not an acquisition-cohort model.

The separate $25,000 pre-commercial pilot program is not deducted again from the $600,000 post-pilot opening cash assumption.

Prepared fictional example. Not a record of a live AI run.

ClinicFlow, from idea to decision

Evaluate ClinicFlow before scaling.

Evaluate a narrow scheduling workflow for independent U.S. physician practices. Decide whether to fund five pilots within a $25,000 cap. Use a $299 monthly subscription assumption, explicit customer and unit-economics drivers, and a three-year post-pilot commercial model with downside, base and upside cases. Identify the evidence needed before scaling.

KonaPrepared example

2 local steps

Read the fictional brief and prepared decision
Connected the evidence plan, scenarios and supporting files

Prepared material and calculations in this browser.

A focused pilot before a full launch

Approve a capped $25,000 discovery and five-pilot program; defer a scaled launch until the evidence gates pass.

Proposed pilot cap: $25,000Released against evidence
Commercial scenarios: 3Downside · Base · Upside
Model horizon: 3 yearsConditional on pilot approval

Try a follow-up

Fictional example · Browser-only demoLocal calculations · Prepared source material

Fictional example / ClinicFlowExplore this workspace

How it works

From business brief to editable deliverable.

Keep the research, assumptions, and recommendation together as you work.

Review the result, follow its source links, and separate researched information from assumptions.

ClinicFlow / Your review

Evidence, in context

See what is sourced. Know what to test.

U.S. Census BureauPhysician-office industry dataSource

$299 / customer / monthPricing still needs validationAssumption

The source describes the industry. The $299 price is an assumption—not evidence of what customers will pay.

Choose your next task

Business planning, from first idea to next market.

Start with your own business idea, or apply the same research and review workflow to a client brief or a new market.

Business plan

Test a business idea

Decide what to validate before you invest. Research demand, model costs, and build a plan you can explain.

Market research
Financial scenarios
Validation steps

Build a business plan

Client brief

Prepare a client recommendation

Turn a client brief into researched recommendations and clear, editable deliverables.

Evidence register
Assumption log
Decision summary

See example deliverables

Market entry plan

Plan your next market

Understand the competition, test your positioning, and build a plan for entering a new market.

Positioning matrix
Channel sequence
Launch gates

Build a market-entry plan

Your starting point

Start your business plan.

Describe your idea, goal, or next business decision. After sign-in, review your brief in Workspace and press Send when you are ready.

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Download example Business briefWord · DOCX. Research, context, and open questionsDownload example Financial modelExcel · XLSX. Editable assumptions and scenario formulasDownload example Pitch presentationPowerPoint · PPTX. An editable story with review notes

Prepared sample files. Review the sources, assumptions, and model limits before using the figures.

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Are the example results real, and can I check their sources?

ClinicFlow is a prepared fictional example, not a real company or a live AI run. Its files use Kona’s export code with a curated sample. You can inspect its public source references separately from illustrative company assumptions. Check source dates, formulas, and assumptions before using any output; citations do not guarantee accuracy or business results.

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