Contact Information Full Name Email Phone Number Job Title Business Information Business Name Business Industry AccountingAdvertisingAgricultureAutomotiveBankingConstructionConsultingEducationEnergyEntertainmentFashionFinanceFood & BeverageHealthcareHospitalityInsuranceLegalManufacturingMarketingMediaNonprofitReal EstateRetailTechnologyTelecommunicationsTransportationTravelWholesale Legal Structure of the Business Sole ProprietorshipPartnershipLLCCorporation (S-Corp, C-Corp)Nonprofit Business Location Business Size 1-10,11-5051-200200+ Website Email Phone Number Executive Summary Business Description Mission Vision Short- and long-term goals Market Analysis Target Customer Demographics Current Competitors Marketing and Sales Strategy Value Proposition Sales Strategy Pricing Strategy Marketing Channels Social Media Email Marketing SEO Paid Advertising (Google Ads, Facebook Ads) Word of MouthOperational Plan Suppliers/Partners Location and Equipment Production or service process Operational Timelines Organization and Management Organizational Structure Team and Leadership Financial Plan Investment Needed Owner's Investment External Investment/Loan Yearly Revenue Sales Cost of Sales How much do you expect your revenue to grow yearly (%)? Yearly Operating Expenses Facility Salaries and Wages Insurance Office Supplies and Equipment Marketing and Advertising Professional Fees Technology and Software Transportation and Travel Licensing and Permits Inventory and Raw Materials Depreciation and Amortization Banking and Financial Fees Employee Training and Development Miscellaneous Expenses How much do you expect your yearly operating expenses to increase (%)? Risk Assessment Key Risks Contingency Plans Growth Plan Plans for Future Growth Innovation SWOT Strengths Weaknesses Opportunities Threats Additional Comments or Questions Provide any additional information or ask any questions you may have Send
