Business plan workbook how to
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Transcript of Business plan workbook how to
A guide for
promotional
product
distributors
looking to
GROW their
business.
WHY HAVE A WRITTEN BUSINESS PLAN?
You don’t have the
workbook…
email me at
Now that you have
the workbook…
RESEARCH…
You
ARE
going
to have
to do some
And you will need a day
without distractions
you WON’T have a plan
KEEP IN
MIND when you
complete the
workbook…
But a pretty solid
outline to write a plan
Here are the steps
go back
three years
and do a
financial
analysis
$
Step 1
Step 2
Detail your goals for 2015
Step 3
List your
LARGESTclients and their
VOLUME
Step 4
List 10
ACCOUNTS
you would like
to acquire
Step 5
DETAIL THE STEPS YOU WILL
TAKE TO MARKET TO
YOUR NEW LIST
Step 6
digging
DEEPER into
our industry
5 KEY ELEMENTS TO YOUR BUSINESS PLAN?
Step 7
PRODUCT SAFETY:
Am I
up to date?
Step 8
Do I have a handle on
my CASH FLOW?
Step 9
My plan to stay UP
on IT is…?
Step 10
SOCIAL MEDIA: Do I have
a content calendar?
My blog
Step 11
NOW
lay out your entire plan on a CALENDAR
NOW…you are ready
to write a
business plan!
After it is written…
Let friends and advisors
READ IT
LISTENto their counsel
Rewrite
Go out
and
have the
BESTyear yet!
Is it easy?
“NO”
Is it worth the EXERCISE?
“YES”!