Business Plan Presentation
Business Plan Prepared by:
[Sender.FirstName][Sender.LastName][Sender.Company]
Table of Contents
Business Overview
Mission Statement
Where We Are
Problems We Solve
Proposed Solutions
Objectives
Market Analysis
Competition
Customer Segments
Marketing Strategy
Financial Plan
Operating Plan
Management Plan
The Team
Timeline
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Business Overview
5
2
50
200+
years in business
employees
unique customers since inception
offices in New York and California
Mission Statement
Write a brief mission statement in one to two sentences that explains the reason why your company exists.
Where WE ARE
Number of investments made
Clients
Positive client reviews
Distribution channels
Products launched
State the specific objectives your business plans to achieve with the time frames for achieving them
1
2
3
4
5
6
7
8
Problems We Solve
The average small business spends between $1,000-$5,000 or more per month on outsourced SEO initiatives with no real understanding of whether or not the investment is driving the best results.
Describe the problems you solve for your clients.
Be brief and try to include data showing the size of the problem.
Proposed Solutions
ABC SearchTech solves the problem of high SEO costs and uncertain outcomes with an automated SEO platform powered by machine learning that improves SEO ROI and meets the demands of businesses of all sizes.
Explain how your company’s solution solves the problem described in the previous slide.
Objectives
State the specific objectives your business plans to achieve with the time frames for achieving them
Earn sales
Gain clients
Find distribution partners
Hit revenue targets
Market Analysis
The market size: sales and customers
The market is in a growth trend
It's a new/mature market
Barriers to entry
Expansion opportunities
Describe the state of the market your business operates in.
1
2
3
4
5
6
7
8
competition
Show how your company compares to others in your industry. Focus on differentiating yourself from competitors by vial criteria.
| price | services | distribution | organic traffic |
|---|---|---|---|---|
Your company | | | | |
competitor 1 | | | | |
competitor 2 | | | | |
competitor 3 | | | | |
Customer Segments
Describe your ideal target audiences and the potential size of each audience. Include information about spending power, buying patterns, pain points, and goals.
Key Consumer Demographic Segmentation Criteria:
Age
Gender
Marital status
Education level
Occupation
Income
Location
Key Business Demographic Segmentation Criteria:
Industry
Company size
Years in business
Location(s)
Annual sales revenue
Marketing Strategy
Product:
(the product or service you're selling)
(the price you're charging)
(how you'll market your product or service to the target audience)
(how the product will be distributed and where it can be purchased)
The marketing strategy slide should address the 4 Ps:
Price:
Place:
Promotion:
Financial Plan
The financial planning slide is the first slide that many people will look at, so make sure it provides recent financial performance data as well as future projections.
revenue | $ 8,362 |
|---|---|
sales | |
other | |
expenses | $ 3,611 |
operating expenses | |
income tax | |
net income | $ 18,919 |
operating plans
category | description |
|---|---|
Locations and Facilities | Text here |
Production | Text here |
Equipment | Text here |
Inventory | Text here |
Suppliers | Text here |
Personnel | Text here |
Processes | Text here |
Technology | Text here |
Credit Policies | Text here |
Management Plan
Show how your company compares to others in your industry. Focus on differentiating yourself from competitors by vial criteria.
areas | description |
|---|---|
sales | |
Marketing | |
Operations | |
R&D | |
net income | |
The Team
Explain who is already on your team and what roles still have to be filled in order to execute your business plan.
THE NUMBER OF PEOPLE
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TEAM ROLES
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RELEVANT
EXPERIENCE/EXPERTISE
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Timeline
List your company's key initiatives you'll invest in to execute your business plan and a timeline to complete each one.
STAGE 1
STAGE 2
STAGE 3
APPENDIX
Most recent fiscal year balance sheet
Full reports in a separate appendix. This includes:
Most recent fiscal year cash flow statement
Most recent fiscal year profit or loss statement
12-month projected revenue and expenses
12-month profit or loss projection
Cash flow projection
Projected balance sheet
Break-even analysis
