Business Plan

The Simple Business Plan (10–12 minutes to complete)

* Indicates required field

Is your business... *

Existing New Start up

BUSINESS IDENTITY

What is the name of your business? *

Who do you serve (describe your ideal customer)? *

Who do you serve? *

What problem do you solve for them? *

VALUE AND DIFFERENTIATION

What makes your business different from others in your industry? *

Why do customers choose you instead of alternatives *

What is the single biggest benefit your customers receive? *

OFFER AND PRICING

What products or services do you sell? *

What is your pricing structure? *

What is your most profitable product or service? *

REVENUE MODEL

How does your business make money? *

What are your primary revenue streams? *

What is your expected monthly revenue for the next 12 months? *

TARGET MARKET

Describe your ideal customer (age, industry, location, income, etc.) *

What motivates them to buy your product or service *

Do you service your customers in person or online? *

MARKETING AND SALES

How do customers currently find you? *

How do you find new customers? *

OPERATIONS

What are the daily activities required to run your business? *

STAFF MEMBERS *

1 (ALL BY YOURSELF) 2-10 10-50 OR

Untitled *

Do you use a time tracker, payroll, bookkeeping, inventory, or any other systems to run your business? *

GOALS

What are your top 3 business goals for the next 12 months? *

What is the biggest obstacle preventing you from reaching those goals? *

What support do you need to overcome that obstacle? *

FINANCIAL SNAPSHOT

What are your average monthly expenses? *

What is your current profit margin? *

Do you have any outstanding debts or liabilities? *

SUCCESS METRICS

How will you measure success in your business *

What does “growth” look like for you? *

Why is building this business important to you? *

SUBMIT