The Plan📋
The Plan📋
Embedded Files
Hi _______________! Please use the link in the title to complete your worksheet ahead of our meeting so that we can review it together.
Be sure to check back for
🤎A link to a downloadable version of your VIZ Doc and Card
🤎Your polished mission and vision statement
SAMPLE Goals:
At [Company Name], our mission is to empower individuals and businesses to thrive by delivering innovative solutions, exceptional service, and unwavering support. We are dedicated to fostering growth, building lasting relationships, and creating value that inspires trust and transforms lives.
Our vision is to be a global leader in [industry/service], setting the standard for innovation, excellence, and impact. We aspire to create a future where our solutions empower communities, inspire change, and drive progress, leaving a lasting legacy of success and transformation.
A mission statement defines a company’s purpose, outlining what it does, who it serves, and how it creates value. A vision statement sets the long-term aspiration, painting a picture of the future the company aims to achieve and inspiring stakeholders toward a common goal.
Hi _______________! Please use the link in the title to complete your worksheet ahead of our meeting so that we can review it together.
Be sure to check back for
🤍 A link to a downloadable version of your GO Doc and Card after our meeting🤍
🤍 A summary of your goals
SAMPLE Goals:
Generate revenue of $XXX,XXX this year
Launch 1 new product and 1 new service
Increase my capacity by XX%
Hi _______________! Please use the link in the title to complete your worksheet ahead of our meeting so that we can review it together.
Be sure to check back for
🤎A link to a downloadable version of your STRAT Doc and Card
🤎Your strategy summary
Post Launch Strategy:
Revenue Streams:
Establish multiple revenue streams by combining primary services or products with complementary offerings, such as rentals, e-commerce sales, or value-added services.
Growth Goals:
Set measurable targets for revenue, operational expansion, and team growth, ensuring alignment with market demand and business capacity.
Marketing Approach:
Develop a targeted marketing strategy that includes social media advertising, partnerships, and content marketing to attract and retain customers while building brand awareness.
Financial Plan:
Prioritize efficient resource allocation for operational costs, investments, and marketing, while ensuring consistent cash flow to support business goals and minimize reliance on external financing.
Risk Management:
Mitigate potential risks by diversifying revenue streams, offering flexible terms to reduce customer churn, and maintaining a focus on sustainable profit margins and contingency planning.
Hi _______________! Please use the link in the title to complete your worksheet ahead of our meeting so that we can review it together.
Be sure to check back for
🤎A link to a downloadable version of your FIN Doc and Card
🤎Your financial summary
Revenue Targets:
$xx,xxx - $xxx,xxx in revenue within the first 12 months of operation, scaling up as customer acquisition efforts gain traction.
Startup Costs:
Estimated initial investment needs of $25,000-$75,000, including expenses for product development, marketing, and operational setup.
Gross Profit Margin:
Projected xx% - xx% in the first year, with room to improve as operations become more efficient.
Cash Flow Management:
Maintain a cash reserves of 6-12 months by securing adequate funding, managing expenses carefully, and leveraging early revenue streams.
Break-Even Point:
Plan to achieve break-even within 18-24 months, aligning growth milestones with financial sustainability goals.
Hi _______________! Please use the link in the title to complete your worksheet ahead of our meeting so that we can review it together.
Be sure to check back for
🤍 A link to a downloadable version of your STORY Doc and Card after our meeting🤍
🤍 A summary of your Plan-To-Prosper
Plan-To-Prosper
Executive Summary:
Our business offers [product/service] to [target market], aiming to address [specific problem/need] through innovative, high-quality solutions.
Business Description:
We are a [type of business] focused on delivering [core products/services] to [target audience], with a vision of [long-term aspiration].
Market Analysis:
With a market size of approximately [value], we aim to capitalize on trends such as [key trends] and meet the needs of [specific customer segment].
Organization and Management:
Led by a team of experienced professionals in [industry], our organizational structure supports efficient operations and strategic growth.
Products and Services:
Our offerings include [key products/services], designed to solve [specific problems] and deliver value to our customers.
Marketing and Sales Strategy:
We will attract and retain customers through [key strategies, e.g., social media, partnerships, content marketing], ensuring a strong market presence.
Funding Request:
We are seeking [specific amount] to fund [specific uses, e.g., operations, product development, marketing], with clear repayment or return terms.
Financial Projections:
We project revenues of [value] within the first [timeframe], with a path to profitability by [break-even timeframe].
Risk Analysis:
Potential risks include [key risks], mitigated by strategies such as [specific risk management strategies].
Appendix:
Supporting documents include [e.g., detailed financials, resumes, market research], providing additional insights into our strategy and capabilities.
Meeting Notes📒
Meeting Notes📒
-STRAT Workshop
-Touchpoint #1
-FIN Workshop
-Touchpoint #2
-STORY Workshop
Homework📝
Homework📝
To review in coaching session mm.dd.yy:
Schedule a consultation with ______________ to learn how we can partner with them to offer full service ____________________
Identify ___________ partners, ______________ partners, and ___________________ partners (even if we just identify a _____________ on __________)
Create ___________ introducing yourself as ________________
Be sure to include at least brief descriptions of your 3 offers (__________, _____________, ______________________)
_______________ template
Nothing crazy. A skeleton with a brain dump of how you will talk through your recommendations.
Flush out __________________________ from 1st point of exposure to service delivery and offboarding, using this link
Scrutinize the strategy and think through any potential roadblocks
Links and Resources⛓️💥
Links and Resources⛓️💥
Share with me✍️
Share with me✍️
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