BUSINESS PLAN FOR

PROFESSIONAL SERVICES TEMPLATE

PROFESSIONAL SERVICES BUSINESS PLAN

COMPANY NAME

DATE PREPARED

00/00/0000

CONTACT

Contact Name

Contact Email Address

Phone Number

Street Address

City, State and Zip

webaddress.com

Table of Contents

1.	TABLE OF CONTENTS	2

2.	EXECUTIVE SUMMARY	5

2.1 SALES & MARKETING PLAN	6

2.1.1	MARKETING PLAN	6

2.1.2	SALES PLAN	7

2.2 OPERATIONS	8

2.2.1 LOCATIONS & FACILITIES	8

2.2.2 TECHNOLOGY USED TO OPERATE BUSINESS	8

2.2.3 EQUIPMENT & TOOLS NEEDED TO OPERATE BUSINESS	9

2.3 MILESTONES & METRICS	10

2.3.1 MILESTONES	10

2.3.2 KEY PERFORMANCE METRICS	10

3.	FINANCIAL PLAN	11

3.1 FORECASTS	11

3.1.1	KEY ASSUMPTIONS	11

3.1.2	REVENUE FORECAST	12

3.1.3	EXPENSE FORECAST	12

3.1.4	NET PROFIT (OR LOSS) FORECAST	13

3.2 FINANCING	14

3.2.1 SOURCES OF FUNDING	14

3.2.2 USE OF FUNDING	14

3.3 FINANCIAL STATEMENTS	15

3.3.1 PROFIT & LOSS	15

3.3.2 BALANCE SHEET	16

3.3.3 CASH FLOW STATEMENT	17

4.	APPENDIX	18

5.	FINANCIAL HIGHLIGHTS	19

6.	FINANCING REQUIREMENTS	19

7.	COMPANY BACKGROUND	20

7.1 OVERVIEW	20

7.2 TEAM	21

7.2.1 MANAGEMENT TEAM	21

8.	MARKET & INDUSTRY ANALYSIS	22

8.1 PROBLEM & SOLUTION	22

8.1.1	THE PROBLEM	22

8.1.2	OUR SOLUTION	22

8.2 INDUSTRY TYPE	23

8.3 TARGET MARKET	23

8.3.1 MARKET SIZE	23

8.3.2 SEGMENT 1	23

8.3.3 SEGMENT 2	24

8.4 COMPETITION	24

8.4.1 CURRENT ALTERNATIVES TARGET BUYERS ARE USING	24

8.4.2 OUR COMPETITIVE ADVANTAGES	25

8.4.3 SWOT ANALYSIS	25

9.	EXECUTION	26

9.1 SERVICE OFFERINGS	26

9.1.1	SERVICE 1 DESCRIPTION	26

9.1.2 SERVICE 2 DESCRIPTION	26

EXECUTIVE SUMMARY

Write this section last and summarize all the key points in your business plan in less than two pages. This is your opportunity to capture the attention of your reader and gain buy-in.

2.1 SALES & MARKETING PLAN

MARKETING PLAN

Describe your marketing objectives and strategy here, including costs, goals, and plan of action.

SALES PLAN

Outline how you plan to do the following: nurture leads; convert prospects into customers; and increase the lifetime value of a customer.

2.2	OPERATIONS

2.2.1 LOCATIONS & FACILITIES

2.2.2	TECHNOLOGY USED TO OPERATE BUSINESS

2.2.3	EQUIPMENT & TOOLS NEEDED TO OPERATE BUSINESS

2.3	MILESTONES & METRICS

2.3.1	MILESTONES

MILESTONE	DESCRIPTION	COMPLETION DATE

2.3.2	KEY PERFORMANCE METRICS

ACTIVITY	DESCRIPTION	KEY METRIC

FINANCIAL PLAN

3.1	FORECASTS

KEY ASSUMPTIONS

Provide insight into how you came up with the values in your financial projections (e.g., past performance, market research). Describe the growth you are assuming and the profit you anticipate generating as a result of that growth.

REVENUE FORECAST

Include a chart that shows your projected revenue.

EXPENSE FORECAST

Include a chart that shows your projected expenses.

NET PROFIT (OR LOSS) FORECAST

Include a chart that shows your projected net profit or loss.

3.2	FINANCING

3.2.1	SOURCES OF FUNDING

3.2.2	USE OF FUNDING

3.3	FINANCIAL STATEMENTS

3.3.1	PROFIT & LOSS

3.3.2	BALANCE SHEET

3.3.3	CASH FLOW STATEMENT

APPENDIX

This section contains data that backs up and supports the information you shared in your business plan. The information you provide in this section can include detailed market research, a competitive analysis, relevant data about your product and service offerings, and any other information to help gain investor and stakeholder buy-in.

financial highlights

Note: Insert a chart here showcasing your key financial data. Tools like Smartsheet can automatically create charts and updates with real-time changes.

financing requirements

If applicable

If you seek to raise money for your business, include a concise summary of those elements for which you need funding.

COMPANY BACKGROUND

7.1	OVERVIEW

Provide a description of the overall nature of your business and the industry in which it operates. Include details like industry trends, demographics, and governmental and economic influences.

7.2	TEAM

7.2.1	MANAGEMENT TEAM

Detail the name, role, and relevant experience of each key team member.

MARKET & INDUSTRY ANALYSIS

8.1	PROBLEM & SOLUTION

THE PROBLEM

OUR SOLUTION

8.2	INDUSTRY TYPE

8.3	TARGET MARKET

8.3.1	MARKET SIZE

8.3.2	SEGMENT 1

8.3.3	SEGMENT 2

If applicable, add as many segments as necessary.

8.4	COMPETITION

8.4.1	CURRENT ALTERNATIVES TARGET BUYERS ARE USING

8.4.2	OUR COMPETITIVE ADVANTAGES

8.4.3	SWOT ANALYSIS

STRENGTHS (INTERNAL)	WEAKNESSES (INTERNAL)
OPPORTUNITIES (EXTERNAL)	THREATS (EXTERNAL)

EXECUTION

9.1	SERVICE OFFERINGS

SERVICE 1 DESCRIPTION

Describe the service you are offering, how it benefits the buyer, and its unique selling proposition.

9.1.2	SERVICE 2 DESCRIPTION

Describe another service you are offering, how it benefits the buyer, and its unique selling proposition. Add as many descriptions as needed for each service offered.

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