Killer Business Plan Template

ContractorSelling.com Business Planning Summit™

Company:

BUSINESS PLAN

Current Month:

Title:

Address:

City: State: Zip:

Email:

CONFIDENTIAL

No offering is made or intended by this document. Any offering of interests in ______will be made only in compliance with Federal and State securities laws. This document includes confidential and proprietary information of and regarding ______. This document is provided for informational purposes only. You may not use this document except for informational purposes, and you may not reproduce this document in whole or in part, or divulge any of its contents without the prior written consent of [Company Name]. By accepting this document, you agree to be bound by these restrictions and limitations. ContractorSelling.com Business Planning Summit™ Table of Contents

Service Contractor Business Plan Page 2 ContractorSelling.com Business Planning Summit™

I. Executive Summary

Business Overview

Start with a CONCISE one to two line explanation of your business such as:

 We help (YOUR AREA) homeowners control their indoor air quality

Success Factors

Our company is uniquely qualified to succeed due to the following reasons:

List as many reasons you can think of regarding why your company will succeed. Below are several examples/areas you can choose from. Add specific examples to the bullets that work for your business, and delete ones that are not relevant.

 Services: Our services are superior to our competitors because ______

 Human Resources: People like to work for us because ______

 Location: Our location allows us to better serve customers because ______

 Operational Systems: We have developed systems that enable us to provide higher quality services at a reasonable cost. These systems include ______

 Customers: We are already serving key customers which our competitors are not. These customers include ______

 Marketing: We have unique marketing skill sets that enable us to attract new customers at a low cost These skill sets include ______

 Successes achieved to date: We have already accomplished the following which positions us for future success. ______ContractorSelling.com Business Planning Summit™

Financial Plan

Below is an overview of our expected financial performance over the next three years:

To achieve these projections, we need to raise $______in financing.

2014 2015 2016

Revenues ______

II. Company Overview

Below is a snapshot of our company since its inception:

 Date of formation: ______

 Legal structure (LLC vs. C-Corp., etc.): ______

 Office location(s): ______

 Business stage (start-up vs. undergoing R&D vs. serving customers, etc.): ______

 Prior funding rounds were received (amount/date): ______

 Products and services were launched (names/dates): ______

 Revenue milestones were reached (e.g., date when sales surpassed $X): ______

 Key partnerships were executed (names/dates): ______

 Key customer contracts were secured (names/dates): ______

 Key employees were hired (names/dates): ______

 Other key events: ______

4 ContractorSelling.com Business Planning Summit™

III. Industry Analysis

Market Overview

The market in which our company is operating can be characterized by the following:

Go to http://www.city-data.com/ website and find:

 Median household income:  Average home value:  Population:  Households: 663  Family households:  Non-Family households:  White Population:  Hispanic Population:  Median household income:  Median house or condo value:  Median contract rent:  Unemployment:  Residents below the poverty level:  Median resident age:  Males:  Females:

 Market trend 1 (e.g., growth/decline): ______

 Market trend 2 (e.g., changing customer needs): ______ContractorSelling.com Business Planning Summit™

Relevant Market Size

Our relevant market size is the annual revenue that our company could attain if we owned 100% market share.

Our relevant market size is calculated as follows:

1. Number of customers who might be interested in purchasing our products and/or services each year? ______

2. Amount these customers might be willing to spend, on an annual basis, on our products and/or services? $ ______

3. Our relevant market size (#1 X #2): ______

As the analysis shows, our relevant market is large enough for our company to enjoy considerable success.

IV. Customer Analysis

Below is a description of who our target customers are, and their core needs.

Target Customers

Below is a profile of our target customers:

 Age: ______

 Income: ______

 Gender: ______

 Location: ______

 Marital status: ______

 Family size:______

 Occupation: ______

 Language: ______

 Education: ______

 Values/Beliefs: ______

 Activities & Interests: ______

 Business size: ______

Below is a snapshot of the size of our target customer market:

 To find this information, go to http://www.zipskinny.com/ (for demographics by zip code) ContractorSelling.com Business Planning Summit™

Customer Needs

Below is a profile of the needs that our target customers have:

Here you will specify why customers want or need your products and/or services. Below are several examples and customer need areas. For the relevant areas, modify to detail the needs of your customers (e.g., customers want products that work faster). Feel free to add to or delete from these customer needs.

 Speed: ______

 Quality: ______

 Location: ______

 Reliability: ______

 Comfort:______

 Price: ______

 Value: ______

 Customer Service: ______

 Convenience: ______

 Ease of use: ______

 Other: ______

V. Competitive Analysis

The following is an overview of our competitors.

Notes for completing this section of your business plan:  Any company or action that serves your customer’s needs is a competitor to you  There are Direct and Indirect competitors. Here are examples for a pizza shop: o Direct competitors (fills customer need with same solution) . Other plumbing shops o Indirect competitors (fills customer need with different solution): . Other home improvements . Home centers

Direct Competitors The following companies are our direct competitors.

 Direct Competitor #1: ______

 Products/services offered: ______

 Price points: ______

 Revenues (# units sold/dollars generated): ______

 Location(s): ______

 Customer segments/geographies served: ______

 Competitor’s key strengths: ______

 Competitor’s key weaknesses:______

 Competitor’s key strengths: ______ContractorSelling.com Business Planning Summit™  Competitor’s key weaknesses:______

Indirect Competitors The following companies are our indirect competitors.

 Indirect Competitor #1: ______

 Indirect Competitor #2: ______

10 ContractorSelling.com Business Planning Summit™  Customer segments/geographies served: ______

Competitive Advantages

My company is positioned to outperform competitors for the following reasons:

 Products and/or Services:______

 Human Resources: ______

 Our Location: ______

 Operational Systems:______

 Intellectual Property (IP):______

 Customers: ______

 Marketing: ______

 Other Reasons: ______ContractorSelling.com Business Planning Summit™

VI. Marketing Plan

Our marketing plan, included below, details our products and/or services, pricing and promotions plans.

Products, Services & Pricing

Product/Service #1 Name:

 Product/Service description/features: ______

 Product/Service benefits: ______

 Product/Service price: ______

 Product/Service expected purchase frequency/quantity: ______

 Product/Service strengths: ______

 Product/Service weaknesses: ______

 Product/Service #2 Name: ______

 Product/Service description/features: ______

12 ContractorSelling.com Business Planning Summit™  Product/Service benefits: ______

 Product/Service price: ______

 Product/Service expected purchase frequency/quantity: ______

 Product/Service strengths: ______

 Product/Service weaknesses: ______

Promotions Plan

Our company will use the following tactics to attract new customers:

For the tactics you do/will use, include relevant specifics (e.g., magazines you advertise in). Delete the tactics you do/will not use and add tactics that aren’t included.  Blimps, Banners, and/or Billboards ______ Blogs, Podcasts, etc. ______ Catalogs ______ Classified Ads ______ Contests ______ Coupons ______ Direct Mail ______ Door Hangers ______ Email Marketing ______ Event Marketing ______ Flyers ______ Gift Certificates ______ Networking ______ Newsletters ______ContractorSelling.com Business Planning Summit™  Newspaper/Magazine/Journal ads ______ Online Marketing ______ Partnerships/Joint Ventures ______ Postcards ______ Press Releases/PR ______ Radio Ads/TV Ads/Infomercials ______ Telemarketing ______ Trade Shows ______ Word of Mouth / Viral Marketing ______ Yellow Pages ______ Pay Per Click: ______ Other: ______ Other: ______

VII. Operations Plan

Our Operations Plan details:

1) The key day-to-day processes that our business performs to serve our customers

2) The key business milestones that our company expects to accomplish as we grow

Key Operational Processes

The key day-to-day processes that our business performs to serve our customers are as follows:

Below are key operational functions that your business may need to fulfill. For functions that are relevant, leave them and add details (e.g., our manufacturing team produces our widgets; our customer service team ensures that all customer requests are handled). Delete operational functions that are not relevant to your business. Add relevant operational functions that are not included below.

 New Services Development: ______

 Sales Management: ______

 Marketing Ideas & Implementation: ______

 Finance: ______

 Customer Service: ______

 Dispatch: ______

 Inventory Management: ______

 Accounting/Payroll: ______

 Human Resources: ______

 Legal: ______

 Purchasing: ______

 Service Techs: ______

 Sales People: ______

 Other: ______ContractorSelling.com Business Planning Summit™

2014 Company Milestone Expectations

The key business milestones that our company expects to accomplish as we grow include the following:

In this section, you need to list the key milestones that you hope to achieve in the future and the target dates for achieving them. Sample milestones include:

 New products and services introductions  Adding tech or sales profit centers date  Revenue milestones (date when sales exceed $50K, when sales exceed $100K, etc.)  Key partnerships executed  Key customer contracts secured  Key financial events (future funding rounds, IPO, etc.)  Key employee hires

Include individual team member 1-3 accomplishments per date. Company Environment Changes Needed

I. Office - To Be Completed By: ______Accomplishments: (include day, month, quarter and/or year)  Accomplishment #1: ______

 Accomplishment #2: ______

II. Warehouse - To Be Completed By: ______Accomplishments: (include day, month, quarter and/or year)  Accomplishment #1: ______

III. Trucks OR Field - To Be Completed By: ______Accomplishments: (include day, month, quarter and/or year)  Accomplishment #1: ______

16 ContractorSelling.com Business Planning Summit™  Estimated Investment Needed:

Company Management

I. To Be Completed By: ______(include day, month, quarter and/or year) Accomplishments:  Accomplishment #1: ______

II. To Be Completed By: ______(include day, month, quarter and/or year) Accomplishments:  Accomplishment #1: ______

III. To Be Completed By: ______(include day, month, quarter and/or year) Accomplishments:  Accomplishment #1: ______

IV. To Be Completed By: ______(include day, month, quarter and/or year) Accomplishments:  Accomplishment #1: ______

V. To Be Completed By: ______(include day, month, quarter and/or year) Accomplishments:  Accomplishment #1: ______

 Accomplishment #3: ______ContractorSelling.com Business Planning Summit™ Estimated Investment Needed:

Marketing Department

18 ContractorSelling.com Business Planning Summit™ Estimated Investment Needed:

Customer Service Department

 Accomplishment #3: ______ContractorSelling.com Business Planning Summit™ Estimated Investment Needed:

Dispatch Service Department

20 ContractorSelling.com Business Planning Summit™  Accomplishment #3: ______

Estimated Investment Needed:

Service Department

V. To Be Completed By: ______(include day, month, quarter and/or year) Accomplishments:  Accomplishment #1: ______ContractorSelling.com Business Planning Summit™  Accomplishment #2: ______

Sales Department

22 ContractorSelling.com Business Planning Summit™  Accomplishment #2: ______

Estimated Investment Needed: ContractorSelling.com Business Planning Summit™

Inventory Department

Financial Department

Education & Training Department

Leadership Department

VIII. Management Team

Our management team has the experience and expertise to successfully execute on our business plan.

Management Team Members For each key person on your current team, including yourself, complete the information below.

 Name: ______

 Title: ______

 Key Functional Areas Covered: ______

 Past positions, successes and/or unique qualities: ______

 Name: ______

 Title: ______

 Name: ______

 Title: ______

 Name: ______

 Title: ______

Name: ______

 Title: ______

Management Team Gaps

If your management team has gaps (key people you expect to hire in the future), include what position(s) is/are missing and who will fill the positions. Delete this section if not applicable.

 Title/Role: ______

 Qualities of the individual who will be sought to fill this role: ______

 Qualities of the individual who will be sought to fill this role: ______ContractorSelling.com Business Planning Summit™

Board Members

If you have a Board of Directors or Board of Advisors, include the Board members below. If not, delete this section.

 Name: ______

IX. Financial Plan

Revenue Model

My company generates revenues via the following:

Include each of the ways in which your company generates revenues. Examples are below. Delete non-relevant bullets. Better define relevant bullets.

 Equipment Sales ______

 Service Sales ______

 Planned Service Revenue ______

 Referral revenues ______

 Internal Follow Up Sales______

 New client revenue ______

 Pay per click or web ______

 Other ______ContractorSelling.com Business Planning Summit™

Financial Highlights

Project next 5 years P & L Highlights:

2014 2015 2016 2017 2018

Revenues ______

GP% ______

Gross Profit ______

Overhead % ______

Overhead ______

Net Profit % ______

Net Profit ______

32 ContractorSelling.com Business Planning Summit™ Funding Requirements/Use of Funds

Fill in the blanks using figures from your financial model. For the primary uses of funding, only include the 3-5 biggest expense areas. The areas below (e.g., product development) are examples. Feel free to delete those and include your own.

To successfully execute on our business plan, we require $______in outside funding.

The primary uses of this funding include:

 Facility: ______

 Marketing: ______

 Training: ______

 Trucks: ______

 Inventory: ______

 Other: ______

 Other: ______ContractorSelling.com Business Planning Summit™

High Leverage Activities Summary Environment HLA’s High Leverage Activity Who’s Responsible? Completion Date

3. Management HLA’s High Leverage Activity Who’s Responsible? Completion Date

3. Marketing HLA’s High Leverage Activity Who’s Responsible? Completion Date

3. Customer Service HLA’s High Leverage Activity Who’s Responsible? Completion Date

3. Dispatch HLA’s High Leverage Activity Who’s Responsible? Completion Date

High Leverage Activities Summary Service Department HLA’s High Leverage Activity Who’s Responsible? Completion Date

3. Sales Department HLA’s High Leverage Activity Who’s Responsible? Completion Date

3. Inventory HLA’s High Leverage Activity Who’s Responsible? Completion Date

3. Financial Department HLA’s High Leverage Activity Who’s Responsible? Completion Date

3. Leadership HLA’s High Leverage Activity Who’s Responsible? Completion Date

3. ContractorSelling.com Business Planning Summit™

High Leverage Activities Summary Education & Training HLA’s High Leverage Activity Who’s Responsible? Completion Date

2014 High Leverage Theme

“2014 will be the year we finally….

______

This will allow us to achieve our revenue goal of $______at a net profit of _____% for a total earnings of $______which will allow me to finally ______

______

36 ContractorSelling.com Business Planning Summit™ List of Possible Core Business Values Accuracy The precision, exactness, and conforming to fact in details of work. Cleanliness --of offices, production and warehouse facilities, equipment, customer service areas, raw material and finished product inventory, closets, bathrooms, and so on Maximum Utilization of Resources The desire and ability of the company to improve its performance by full utilization of its current resources (i.e. as time, money, equipment, materials, space, people, etc.). Orderliness --in offices, drawers, file cabinets, shelves, paperwork, files, phone numbers, priority of work, daily and weekly planning, etc. Punctuality and Timeliness --in arriving on time to work, from breaks, from lunch, to meetings, in replying to letters and phone calls, in paying bills on time, etc. Occurring at the most suitable or opportune time. Quality of Products and Services --in terms of presentation, functionality, choice, value, speed, timeliness, suitability, repeatability, reliability, life span, repeatability, courtesy, friendliness, etc. Regularity --of meetings, reports, sales calls, performance reviews, and so forth Reliability The way system or persons consistently produce the same results, preferably meeting or exceeding its specifications. Dependability. Responsiveness The way people, the organization, systems, etc. react to a need coming from within or without. Safety In offices, warehouses, vehicles, for employees, customers. etc. Speed of Operations The measurement of whether actions occur in the fastest time. Accountability --of individuals, departments and divisions for performance, results, problems, and so on

Communications --up, down, and sideways within the company, with customers and vendors, in terms of openness, frankness, clarity, frequency, accuracy, timeliness, and brevity Cooperation (Teamwork) --among individuals, departments, divisions, branches, and so on Coordination --horizontally between departments in terms of plans, activities, and systems

2014 Business Plan Page 37 ContractorSelling.com Business Planning Summit™ Discipline --in adherence to company policy, rules, systems, procedures, schedules, standards, ethics, and so on Freedom for Initiative of Employees --to make suggestions, develop plans, make decisions, carry out or modify actions, and so on Integration --for smooth operation vertically between different levels of the organization in terms of plans, decisions, and priorities Standardization --in terms of forms, files, procedures, reports, performance evaluations, equipment, training, recruitment, orientations, communications, and so on Systemization --in sales, marketing, customer service, accounting, research, production, engineering, estimating, recruitment, training, promotions, communications, coordination, reporting, and so on Continuous Improvement The desire and ability of the company to develop and incorporate ways to improve itself.

Creativity --in terms of new products, new ideas, new systems, new production methods, new applications of technology, new methods of financing, new marketing strategies Customer Delight The positive emotional response and joy that the customer feels from interaction with our people and our products and services. Decisiveness --in solving problems, planning, executing plans, in terms of speed and commitment to decisions once made.

Develop People The desire and ability of the company to improve the lot of its employees, including, ultimately, their personal growth.

Harmony The overall atmosphere and interaction between people, departments, divisions, systems, activities, rules, and policies within the company and between these elements and the external environment, customers, vendors, community laws, and so on.

Innovation The desire and ability of the company to venture into new, breakthrough areas of opportunity. (e.g. in the industry, in emerging trends in society, etc.)

2014 Business Plan Page 38 ContractorSelling.com Business Planning Summit™ Honesty & Integrity Keeping to one's word, promises, agreements, being truthful, non-deceitful etc. with employees, customers, vendors, government, etc.

Loyalty --to and from suppliers, customers, and employees

Resourcefulness The ability to deal resourcefully, i.e. creatively, imaginatively, self-reliably with unusual problems, difficult situations, or unanticipated opportunities.

Respect for the Individual --in establishing rules and policies, design of systems, making decisions, executing instructions, and so on in terms of people's health, safety, self-esteem, feelings, and opinions

Service to Society Community welfare, environmental protection, development of products and services that meet real physical, social, or psychological needs.

Will To Succeed --in any aspect of work

My Leadership Value Systems

Value #1:

Explain:

Value #2:

Explain:

2014 Business Plan Page 39 ContractorSelling.com Business Planning Summit™

Value #3:

Explain:

Value #4:

Explain:

Value #5:

Explain:

2014 Business Plan Page 40