Business plan workbook how to

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Transcript of Business plan workbook how to

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A guide for

promotional

product

distributors

looking to

GROW their

business.

WHY HAVE A WRITTEN BUSINESS PLAN?

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You don’t have the

workbook…

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email me at

[email protected]

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Now that you have

the workbook…

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RESEARCH…

You

ARE

going

to have

to do some

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And you will need a day

without distractions

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you WON’T have a plan

KEEP IN

MIND when you

complete the

workbook…

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But a pretty solid

outline to write a plan

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Here are the steps

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go back

three years

and do a

financial

analysis

$

Step 1

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Step 2

Detail your goals for 2015

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Step 3

List your

LARGESTclients and their

VOLUME

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Step 4

List 10

ACCOUNTS

you would like

to acquire

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Step 5

DETAIL THE STEPS YOU WILL

TAKE TO MARKET TO

YOUR NEW LIST

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Step 6

digging

DEEPER into

our industry

5 KEY ELEMENTS TO YOUR BUSINESS PLAN?

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Step 7

PRODUCT SAFETY:

Am I

up to date?

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Step 8

Do I have a handle on

my CASH FLOW?

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Step 9

My plan to stay UP

on IT is…?

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Step 10

SOCIAL MEDIA: Do I have

a content calendar?

My blog

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Step 11

NOW

lay out your entire plan on a CALENDAR

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NOW…you are ready

to write a

business plan!

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www.sba.gov and www.inc.com

Need

INFO on plans?

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After it is written…

Let friends and advisors

READ IT

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LISTENto their counsel

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Rewrite

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Go out

and

have the

BESTyear yet!

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Is it easy?

“NO”

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Is it worth the EXERCISE?

“YES”!

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Call me or email me Peter Zeiger

410.374.3582 | [email protected]

QUESTIONS?