Business Plan Templates

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2 Essential Templates For Starting Your Business. Available as an interactive PDF or a Google Docs template.

With this business plan template, you'll be able to:

  • Write a company description that sells your story
  • Plan for the future: lay out goals and metrics for success
  • Describe your product line in detail and plan for how to stand out from competitors
  • Consider any legal formalities that require attention when starting your business
  • Put together necessary financial projections to make a strong start
  • Create your buyer persona and determine your product/marketing fit

business plan template

Build A Business Plan That Works

Available as a one-page interactive PDF and a full template on both Google Docs and Microsoft Word!

Whether you’re starting a business or drafting a formalized document with  your current business goals, it’s important to clearly defi ne the scope of all aspects of the venture — from mission, to target customers, to fi nances, and beyond.

When just starting out, it can be tempting to think of a business plan as simply your company’s name and a description of your product or service. But in reality, planning a business involves thinking through a lot more details.

In this business plan template we’ll guide you through the steps of writing company and product descriptions, setting sales and marketing goals and plans, and thinking through legal and fi nancial logistics. We've included a  plain text, designed , and  completed example version of this template. 

Frequently Asked Questions (FAQs)

How do you write a business plan.

A business plan is a formal written document that you can use to identify the purpose of your company, make important decisions about your future and help grow your company. HubSpot's free business plan templates provides guidance to establishing your company mission, customer research, competition, and a business strategy to profitability.

Why do I need to fill out the information requested?

We will always keep your personal information safe..

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Where can I get a free business plan template?

HubSpot's Free Business Plan Templates are the best way to create a professional, thorough business plan. The templates include instructions and everything you need to know about starting your company.

Is this really free?

Absolutely.

Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

What are the basic format of a business plan?

A business plan is a written document that outlines the company's goals, strategy and implementation. The format of the plan varies depending on the type of organization (e.g., for-profit or nonprofit) and size, but most plans share some common features such as an overview, executive summary, and financial information.

What is the best business plan template?

A great business plan template clearly defines the scope of the venture -- from mission, to target customers, to finances, and beyond. HubSpot's business plan template will guide you through the steps of writing company and product descriptions, setting sales and marketing goals and plans, and thinking through legal and financial logistics.

What is needed to start a business?

If you're thinking about starting a business, you'll need to do some research first. You can't just start a business without doing any market research. Market research will tell you if there's an opportunity to turn your idea into a successful business. After that, write your business plan so that you know how much money and time it will take for the project to succeed. Use HubSpot's free business plan template today!

Set yourself up for success with this business plan template

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10 Free Business Plan Templates in Word, Excel, & ClickUp

ClickUp Contributor

February 13, 2024

Turning your vision into a clear and coherent business plan can be confusing and tough. 

Hours of brainstorming and facing an intimidating blank page can raise more questions than answers. Are you covering everything? What should go where? How do you keep each section thorough but brief?

If these questions have kept you up at night and slowed your progress, know you’re not alone. That’s why we’ve put together the top 10 business plan templates in Word, Excel, and ClickUp—to provide answers, clarity, and a structured framework to work with. This way, you’re sure to capture all the relevant information without wasting time. 

And the best part? Business planning becomes a little less “ugh!” and a lot more “aha!” 🤩

What is a Business Plan Template?

What makes a good business plan template, 1. clickup business plan template, 2. clickup sales plan template, 3. clickup business development action plan template, 4. clickup business roadmap template, 5. clickup business continuity plan template, 6. clickup lean business plan template, 7. clickup small business action plan template, 8. clickup strategic business roadmap template , 9. microsoft word business plan template by microsoft, 10. excel business plan template by vertex42.

A business plan template is a structured framework for entrepreneurs and business executives who want to create business plans. It comes with pre-arranged sections and headings that cover key elements like the executive summary , business overview, target customers, unique value proposition, marketing plans, and financial statements.  

A good business plan template helps with thorough planning, clear documentation, and practical implementation. Here’s what to look for:

  • Comprehensive structure: A good template comes with all the relevant sections to outline a business strategy, such as executive summary, market research and analysis, and financial projections 
  • Clarity and guidance: A good template is easy to follow. It has brief instructions or prompts for each section, guiding you to think deeply about your business and ensuring you don’t skip important details
  • Clean design: Aesthetics matter. Choose a template that’s not just functional but also professionally designed. This ensures your plan is presentable to stakeholders, partners, and potential investors
  • Flexibility : Your template should easily accommodate changes without hassle, like adding or removing sections, changing content and style, and rearranging parts 🛠️ 

While a template provides the structure, it’s the information you feed it that brings it to life. These pointers will help you pick a template that aligns with your business needs and clearly showcases your vision.

10 Business Plan Templates to Use in 2024

Preparing for business success in 2024 (and beyond) requires a comprehensive and organized business plan. We’ve handpicked the best templates to help you guide your team, attract investors, and secure funding. Let’s check them out.

ClickUp Business Plan Template

If you’re looking to replace a traditional business plan document, then ClickUp’s Business Plan Template is for you!

This one-page business plan template, designed in ClickUp Docs , is neatly broken down into the following sections:

  • Company description : Overview, mission, vision, and team
  • Market analysis : Problem, solution, target market, competition, and competitive advantage
  • Sales and marketing strategy : Products/services and marketing channels
  • Operational plan : Location and facilities, equipment and tools, manpower, and financial forecasts
  • Milestones and metrics: Targets and KPIs

Customize the template with your company logo and contact details, and easily navigate to different sections using the collapsible table of contents. The mini prompts under each section guide you on what to include—with suggestions on how to present the data (e.g., bullet lists, pictures, charts, and tables). 

You can share the document with anyone via URL and collaborate in real time. And when the business plan is ready, you have the option to print it or export it to PDF, HTML, or Markdown.

But that’s not all. This template is equipped with basic and enterprise project management features to streamline the business plan creation process . The Topics List view has a list of all the different sections and subsections of the template and allows you to assign it to a team member, set a due date, and attach relevant documents and references.

Switch from List to Board view to track and update task statuses according to the following: To Do, In Progress, Needs Revision, and Complete. 

This template is a comprehensive toolkit for documenting the different sections of your business plan and streamlining the creation process to ensure it’s completed on time. 🗓️

ClickUp Sales Plan Template

If you’re looking for a tool to kickstart or update your sales plan, ClickUp’s Sales Plan Template has got you covered. This sales plan template features a project summary list with tasks to help you craft a comprehensive and effective sales strategy. Some of these tasks include:

  • Determine sales objectives and goals
  • Draft positioning statement
  • Perform competitive analysis
  • Draft ideal customer persona
  • Create a lead generation strategy

Assign each task to a specific individual or team, set priority levels , and add due dates. Specify what section of the sales plan each task belongs to (e.g., executive summary, revenue goals, team structure, etc.), deliverable type (such as document, task, or meeting), and approval state (like pending, needs revisions, and approved).

And in ClickUp style, you can switch to multiple views: List for a list of all tasks, Board for visual task management, Timeline for an overview of task durations, and Gantt to get a view of task dependencies. 

This simple business plan template is perfect for any type of business looking to create a winning sales strategy while clarifying team roles and keeping tasks organized. ✨

ClickUp Business Development Action Plan Template

Thinking about scaling your business’s reach and operations but unsure where or how to start? It can be overwhelming, no doubt—you need a clear vision, measurable goals, and an actionable plan that every member of your team can rally behind. 

Thankfully, ClickUp’s Business Development Action Plan Template is designed to use automations to simplify this process so every step toward your business growth is clear, trackable, and actionable.

Start by assessing your current situation and deciding on your main growth goal. Are you aiming to increase revenue, tap into new markets, or introduce new products or services? With ClickUp Whiteboards or Docs, brainstorm and collaborate with your team on this decision.

Set and track your short- and long-term growth goals with ClickUp’s Goals , break them down into smaller targets, and assign these targets to team members, complete with due dates. Add these targets to a new ClickUp Dashboard to track real-time progress and celebrate small wins. 🎉

Whether you’re a startup or small business owner looking to hit your next major milestone or an established business exploring new avenues, this template keeps your team aligned, engaged, and informed every step of the way.

ClickUp Business Roadmap Template

ClickUp’s Business Roadmap Template is your go-to for mapping out major strategies and initiatives in areas like revenue growth, brand awareness, community engagement, and customer satisfaction. 

Use the List view to populate tasks under each initiative. With Custom Fields, you can capture which business category (e.g., Product, Operations, Sales & Marketing, etc.) tasks fall under and which quarter they’re slated for. You can also link to relevant documents and resources and evaluate tasks by effort and impact to ensure the most critical tasks get the attention they deserve. 👀

Depending on your focus, this template provides different views to show just what you need. For example, the All Initiatives per Quarter view lets you focus on what’s ahead by seeing tasks that need completion within a specific quarter. This ensures timely execution and helps in aligning resources effectively for the short term.

This template is ideal for business executives and management teams who need to coordinate multiple short- and long-term initiatives and business strategies.

ClickUp Business Continuity Plan Template

In business, unexpected threats to operations can arise at any moment. Whether it’s economic turbulence, a global health crisis, or supply chain interruptions, every company needs to be ready. ClickUp’s Business Continuity Plan Template lets you prepare proactively for these unforeseen challenges.

The template organizes tasks into three main categories:

  • Priorities: Tasks that need immediate attention
  • Continuity coverage: Tasks that must continue despite challenges
  • Guiding principles: Resources and protocols to ensure smooth operations

The Board view makes it easy to visualize all the tasks under each of these categories. And the Priorities List sorts tasks by those that are overdue, the upcoming ones, and then the ones due later.

In times of uncertainty, being prepared is your best strategy. This template helps your business not just survive but thrive in challenging situations, keeping your customers, employees, and investors satisfied. 🤝

ClickUp Lean Business Plan Template

Looking to execute your business plan the “lean” way? Use ClickUp’s Lean Business Plan Template . It’s designed to help you optimize resource usage and cut unnecessary steps—giving you better results with less effort.

In the Plan Summary List view, list all the tasks that need to get done. Add specific details like who’s doing each task, when it’s due, and which part of the Business Model Canvas (BMC) it falls under. The By Priority view sorts this list based on priorities like Urgent, High, Normal, and Low. This makes it easy to spot the most important tasks and tackle them first.

Additionally, the Board view gives you an overview of task progression from start to finish. And the BMC view rearranges these tasks based on the various BMC components. 

Each task can further be broken down into subtasks and multiple checklists to ensure all related action items are executed. ✔️

This template is an invaluable resource for startups and large enterprises looking to maximize process efficiencies and results in a streamlined and cost-effective way.

ClickUp Small Business Action Plan Template

The Small Business Action Plan Template by ClickUp is tailor-made for small businesses looking to transform their business ideas and goals into actionable steps and, eventually, into reality. 

It provides a simple and organized framework for creating, assigning, prioritizing, and tracking tasks. And in effect, it ensures that goals are not just set but achieved. Through the native dashboard and goal-setting features, you can monitor task progress and how they move you closer to achieving your goals.

Thanks to ClickUp’s robust communication features like chat, comments, and @mentions, it’s easy to get every team member on the same page and quickly address questions or concerns.

Use this action plan template to hit your business goals by streamlining your internal processes and aligning team efforts.

ClickUp Strategic Business Roadmap Template 

For larger businesses and scaling enterprises, getting different departments to work together toward a big goal can be challenging. The ClickUp Strategic Business Roadmap Template makes it easier by giving you a clear plan to follow.

This template is packaged in a folder and split into different lists for each department in your business, like Sales, Product, Marketing, and Enablement. This way, every team can focus on their tasks while collectively contributing to the bigger goal.

There are multiple viewing options available for team members. These include:

  • Progress Board: Visualize tasks that are on track, those at risk, and those behind
  • Gantt view: Get an overview of project timelines and dependencies
  • Team view: See what each team member is working on so you can balance workloads for maximum productivity

While this template may feel overwhelming at first, the getting started guide offers a step-by-step breakdown to help you navigate it with ease. And like all ClickUp templates, you can easily customize it to suit your business needs and preferences.

Microsoft Word Business Plan Template by Microsoft

Microsoft’s 20-page traditional business plan template simplifies the process of drafting comprehensive business plans. It’s made up of different sections, including:

  • Executive summary : Highlights, objectives, mission statement, and keys to success
  • Description of business: Company ownership and legal structure, hours of operation, products and services, suppliers, financial plans, etc.
  • Marketing: Market analysis, market segmentation, competition, and pricing
  • Appendix: Start-up expenses, cash flow statements, income statements, sales forecast, milestones, break-even analysis, etc.

The table of contents makes it easy to move to different sections of the document. And the text placeholders under each section provide clarity on the specific details required—making the process easier for users who may not be familiar with certain business terminology.

Excel Business Plan Template by Vertex42

No business template roundup is complete without an Excel template. This business plan template lets you work on your business financials in Excel. It comes with customizable tables, formulas, and charts to help you look at the following areas:

  • Highlight charts
  • Market analysis
  • Start-up assets and expenses
  • Sales forecasts
  • Profit and loss
  • Balance sheet
  • Cash flow projections
  • Break-even analysis

This Excel template is especially useful when you want to create a clear and visual financial section for your business plan document—an essential element for attracting investors and lenders. However, there might be a steep learning curve to using this template if you’re not familiar with business financial planning and using Excel.

Try a Free Business Plan Template in ClickUp

Launching and running a successful business requires a well-thought-out and carefully crafted business plan. However, the business planning process doesn’t have to be complicated, boring, or take up too much time. Use any of the above 10 free business plan formats to simplify and speed up the process.

ClickUp templates go beyond offering a solid foundation to build your business plans. They come with extensive project management features to turn your vision into reality. And that’s not all— ClickUp’s template library offers over 1,000 additional templates to help manage various aspects of your business, from decision-making to product development to resource management .

Sign up for ClickUp’s Free Forever Plan today to fast-track your business’s growth! 🏆

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Didn't find what you are looking for.

The answer is simple.

It’s an informal business plan that can convince you that your idea makes sense to the outside world because you are investing your time, money, and everything into that idea.

To write a business plan, maybe you think you don’t need a step-by-step guide or a sample business plan . After all, some entrepreneurs achieved success without writing a business plan. With great timing, past business experiences, entrepreneurial ambitions, and a little luck, some entrepreneurs build successful businesses without even writing an informal business plan.

But the odds are greater than those entrepreneurs fail.

And that’s why writing a business plan will help you succeed .

The easiest way to simplify the work of writing a business plan is to start with sample business plans.

What is business plan sample?

Why you should refer a business plan example, who should use business plan examples, how to use sample business plans.

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What is Business Plan Sample?

That’s why we created business plan examples to help you get started.

free business plan sample download

Use our 400+ business plan examples written for all industries and write your business plan in half of the time with twice the impact.

free business plan sample download

  • Guidance on what to include in each section.  If you’ve never attended business school, you might never have created a  SWOT analysis   or a balance sheet before. Business templates that give guidance — in plain language — about what to include and how to fill in each section and create a complete and effective plan.
  • A business plan is vital to get an investment.  If you’re seeking investment for your business, you’ll need to convince banks and investors why they should invest in your business . Lenders and investors will only risk their time and money if they’re certain that your business will be successful and profitable and they will get a great return on their investment.
  • A business plan can help you prioritize.  A complete, well-balanced business plan is one of the most valuable tools in assisting you to reach your long-term goals. It gives your business direction, defines your goals, outlines out strategies to reach your goals, and helps you to manage possible bumps in the way.

Who should use Business Plan Examples?

free business plan sample download

Well Everyone, who wants to write a business plan should use these sample business plans. These plans apply to almost all industries.

We have created a library of professional sample business plans from a wide variety of industries to help you start writing your business plan with minimum effort.

Use our Upmetrics — business plan software that offers step by step guide to start writing your business plan , especially if you’re writing an informal business plan to get a bank loan or outside investment.

Our extensive sample business plans library includes  business plan templates  and  business plan examples  for almost all business industries.

Make your plan in half the time & twice the impact with Upmetrics.

free business plan sample download

How to use Business Plan Examples to write your own?

Having real-life and industry-specific business plan examples by your side can be incredibly resourceful to help you write a business plan from scratch. 

A well-planned structure helps you outline your plan, while content inspiration helps you set the tone for your business document. 

Let’s dive deep and understand how to use these examples effectively to write your business plan.

1. Use examples as a guide

2. understanding the structure.

Traditional business plans generally follow a similar structure. 

It starts with an executive summary followed by a company description, market analysis, product and services, sales and marketing strategies, operational plan, management team, financial plan, and appendix.

Using an example business plan is the best way to understand the structure and outline your plan. 

3. Gaining Inspiration

Reading industry-specific business plan examples can help you gain inspiration for your plan. You can gain insights on presenting your business idea, vision, mission, and values and persuade investors to invest in your idea.

4. Learning Industry-Specific Language

There’s no universal template for business planning that fits all. An industry-specific template can help you learn and understand the business language for your industry and the best way to communicate your message to your investors.

5. Identifying Key Elements

Reading business plan examples of similar businesses can help you identify the key elements and information to include in your plan. You can keep note of these and ensure everything necessary for investors to consider is present in your final draft.

6. Crafting Financial Projections

A financial plan is a critical component of your business plan, and a good business plan example can help you better understand how they project their financials which can be incredibly helpful while forecasting yours.

7. Refining Your Executive Summary

As mentioned earlier, your executive summary is a key factor influencing potential investors and lenders to invest or lend you money. Analyzing free business plan templates can help you optimize your executive summary to make it more brief, persuasive, and attention-grabbing.

8. Realizing What Works and What Doesn’t

Analyzing industry-specific and real-life examples can help you determine what works best and what doesn’t within your industry. Understanding these factors can help you avoid many significant pitfalls.

While business plan examples can be incredibly helpful in writing a plan from scratch, ensure your plan is customized for your business and sends out a unique message. Your business plan must reflect its unique idea, vision, and target market.

Using your Business Plan as a Management Tool

It’s essential to have a business plan, but it’s also crucial to keep it up to date as your business progresses. A business plan is not merely a document that you write once and forget after you get started. It’s a business road map and vision that you should develop as your business progresses and evolves. It’s also important to update your business plan regularly as your business situation and position change.

How Business Plan Software can help you?

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We have created Upmetrics — business plan software to simplify the process of business planning.

Our financial forecasting module will create all the essential reports automatically. You just need to enter numbers and the application will do all the math to generate your financial reports. Later you can embed those reports into your business plan.

After completing your business plan, you can download your business plan in PDF or DOC file using Upmetrics. Also, you can share it online with investors or with other important people just by a quick link.

Ready to take the next step?

Now that you have a business idea and you know how to write a business plan, it’s time to go for it . Our business plan software will take you through each step outlined above in more detail so there are no surprises on your journey.

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After trying Upmetrics, I wish to highly recommend this app to anyone who needs to write a business plan flexibly and to a high standard.

Frequently Asked Questions

What is sample business plan, how do i write a business plan.

In business plan writing you will need to write the following sections into your business plan. These sections include an Executive Summary, Company Overview, Problem Analysis, The Solution, Market Analysis, Customer Analysis, Competitive Analysis, SWOT Analysis, Marketing Plan, Operations Plan, and Financial Plan.

Check out our article to learn how you can write these sections in detail for your business plan.

How long should my business plan be?

The length of your business plan depends on the type of plan you choose. There are one-page business plans that offer easy and practical planning. Then you have traditional business plans that usually vary from 20 to 50 pages. It’s worth noting that the quality of your business plan matters more than its length.

Should I hire someone to write my business plan for me?

Absolutely No, You as a business owner know all about your business idea, your business goals, target market and audience, and what you want to achieve by writing your plan. Don’t hire someone who doesn’t know what your readers will want, the reason is that, if you intend to raise funds, you are the best person that understands what investors will look out for in your business plan.

Consultants or  business plan writers  definitely can write a business plan but not better than you.

Looking for a faster way to finish your business plan?

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Popular Templates

Powerful business plan templates

Plan for the future, no matter what your business plans are or the size of your business with these designs and templates. whether it's just one big project or an entire organization's worth of dreams, these templates will keep you and your company on track from ideation to completion..

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Put your ideas to work with simple templates for every business plan

Every successful business took a lot of planning to get there, and these templates will be cornerstones of your future success. Whether you're looking to attract new business, pitch your services or reimagine your company, with these simple, customizable templates at your fingertips you can turn complexity into something tangible. These templates can become marketing assets or simply remain internal touchpoints for your team. And as your dreams change, you'll always have this template to refer to – it's easy to change what exists on paper. If you're a small business, focusing on your niche can help you dominate in your field, and you can forge a plan to figure out exactly what that niche might be and how to target your ideal customer . When it's time to share your vision with stakeholders, craft a presentation that outlines your plan succinctly and with style. Let these templates from Microsoft Designer be your partner in business strategy for years to come.

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Sample Consulting Firm Business Plan

consulting firm business plan

Writing a business plan is a crucial step in starting a consulting firm. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring consulting firm business owners, having access to a sample consulting firm business plan can be especially helpful in providing direction and gaining insight into how to draft their own consulting firm business plan.

Download our Ultimate Consulting Firm Business Plan Template

Having a thorough business plan in place is critical for any successful consulting firm venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A consulting firm business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document.

The consulting firm business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your consulting firm as Growthink’s Ultimate Consulting Firm Business Plan Template , but it can help you write a consulting firm business plan of your own.

Example – InsightAdvantage Consultants

Table of contents, executive summary, company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan.

Welcome to InsightAdvantage Consultants, our new consulting firm rooted in the vibrant landscape of San Francisco, CA. Born out of a vision to fill the void for high-quality local consulting services, our mission is dedicated to offering unparalleled consulting solutions tailored to the unique needs of businesses in our community. Specializing in strategic planning, management consulting, and financial advisory, we craft personalized solutions that empower our clients to navigate their specific challenges and seize opportunities for growth. With our firm strategically located in San Francisco, we not only ensure our services are highly relevant and specialized for the local market but also contribute actively to the local business ecosystem, making us the go-to consulting firm in the area.

Our success at InsightAdvantage Consultants is driven by a blend of factors. The wealth of experience brought by our founder, who has a proven track record in the consulting industry, sets a solid foundation for our operations. Coupled with our commitment to superior consulting expertise, we stand out as a leader in the field. Our specialized understanding of the San Francisco market further cements our position as the preferred local consulting partner. Since our launch in January 2024, we’ve hit several key milestones, including establishing our brand identity, securing a prime location for our operations, and structuring our business as an S Corporation ready for growth. These accomplishments underscore our readiness and enthusiasm to empower local businesses towards success.

The Consulting Firm industry in the United States, currently valued at over $250 billion, exhibits a robust demand across various sectors, including healthcare, technology, and finance. With an expected annual growth rate of 3-4%, the industry is on a trajectory of steady expansion. A notable trend is the emergence of specialized niche consulting firms like InsightAdvantage Consultants, which cater to specific business needs with highly targeted expertise and solutions. This trend aligns with our focus on the San Francisco market, positioning us to leverage the increasing demand for specialized consulting services in the region.

InsightAdvantage Consultants targets a diverse customer base, starting with local residents to establish a strong community presence. We also focus on small to medium-sized enterprises (SMEs) and tech startups in San Francisco, offering them tailored consulting services to address their unique challenges. By providing strategies for growth, efficiency improvements, and competitive positioning, we aim to support the backbone of the local economy and the dynamic tech startup sector with agile, innovative solutions that drive sustainable success.

Our main competitors include Run Right Business Consulting, with their tailored services and deep local market understanding; Piedmont Avenue Consulting, specializing in marketing and branding strategies; and BookSoEasy, which combines business consulting with technological solutions. Despite the strengths of these firms, InsightAdvantage Consultants remains unmatched in our blend of industry experience, innovative strategies, and deep local market insights. Our diverse team of industry veterans and young innovators enables us to offer solutions that are both time-tested and infused with fresh, forward-thinking ideas. This unique combination, along with our strategic location in San Francisco, positions us as a leader in the consulting industry.

InsightAdvantage Consultants offers a comprehensive suite of services, including Strategic Planning, Management Consulting, and Financial Advisory, each designed to meet our clients’ diverse needs. Our pricing strategy is tailored to reflect the value and customization of our services, with prices varying based on scope and complexity. To promote our offerings, we employ a robust digital marketing strategy, leveraging social media, SEO, and email campaigns, complemented by content marketing to position us as thought leaders. Networking events, referral programs, and targeted advertising campaigns further amplify our visibility and attract a broad spectrum of clients.

Our operations at InsightAdvantage Consultants are centered around key processes such as client communication, market research, strategy development, project management, and quality assurance, to name a few. We are committed to continuous learning and professional development to stay ahead of industry trends. In the coming months, we aim to achieve several milestones, including securing initial client contracts, achieving operational efficiency, and building a strong local network. These efforts are all geared towards ensuring our firm’s success and sustainable growth.

At the helm of InsightAdvantage Consultants is Lucas Jackson, our President, who brings a wealth of experience and a proven track record from the consulting industry. His expertise in strategic planning, operational efficiency, and business development is invaluable to guiding our firm towards achieving its strategic goals. Lucas’s leadership and deep market understanding ensure we are well-equipped to navigate the industry landscape and achieve lasting success.

Welcome to InsightAdvantage Consultants, a new consulting firm based in the vibrant city of San Francisco, CA. As a local consulting firm, we stand out in a landscape that previously lacked high-quality local consulting services. Our mission is to bridge this gap and offer unparalleled consulting solutions that cater specifically to the needs of businesses in our community.

At InsightAdvantage Consultants, we specialize in a range of services designed to empower businesses to achieve their goals. Our offerings include strategic planning, which helps businesses chart a course for success in an ever-changing market. We also provide management consulting to streamline operations, enhance efficiency, and foster leadership within teams. Additionally, our financial advisory services are tailored to help businesses optimize their financial strategies for growth and stability. Each of these services is crafted with our clients’ success in mind, offering personalized solutions that address their unique challenges and opportunities.

Our firm is proudly based in San Francisco, CA, serving customers within this dynamic city. This strategic location not only allows us to be close to our clients but also to be an integral part of the local business ecosystem. By focusing on serving San Francisco businesses, we ensure that our services are highly relevant and tailored to the specific needs of companies operating in this unique market.

InsightAdvantage Consultants is uniquely qualified to succeed for several reasons. Firstly, our founder brings valuable experience from previously running a successful consulting firm, ensuring that we have the knowledge and skills necessary to deliver exceptional results. Moreover, we pride ourselves on offering superior consulting expertise compared to our competition, setting us apart as a leader in the field. These factors, combined with our deep understanding of the local market, position us as the go-to consulting firm in San Francisco.

Since our inception on January 5, 2024, InsightAdvantage Consultants has achieved several milestones. We have successfully established our brand, starting with the design of our logo and the development of our company name, which resonate with our vision and values. Furthermore, we secured a prime location that not only serves as our base of operations but also reflects our commitment to being an accessible and integral part of the local business community. As a S Corporation, we are poised for growth and are excited to continue building our legacy as we serve and empower businesses in San Francisco.

The Consulting Firm industry in the United States is a thriving sector with a significant market size. Currently, the industry is estimated to be worth over $250 billion, showcasing the high demand for consulting services across various sectors such as healthcare, technology, finance, and more.

Market research indicates that the Consulting Firm industry is expected to experience steady growth in the coming years. With an annual growth rate projected to be around 3-4%, the industry is set to reach new heights as businesses increasingly seek out expert advice and guidance to navigate complex challenges and drive growth.

One of the key trends in the Consulting Firm industry is the rise of specialized niche consulting firms, such as InsightAdvantage Consultants. These firms offer tailored services to specific industries or business needs, providing clients with highly targeted expertise and solutions. This trend bodes well for InsightAdvantage Consultants, as their focus on serving customers in San Francisco, CA, positions them to capitalize on the growing demand for specialized consulting services in the region.

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

Target Customers

InsightAdvantage Consultants will target a diverse range of customer segments, beginning with local residents. This group is essential for establishing a strong community presence and reputation. By focusing on the unique needs and challenges of San Francisco’s residents, InsightAdvantage Consultants will tailor services to offer practical, impactful advice and solutions.

Small to medium-sized enterprises (SMEs) within the city will also form a significant part of InsightAdvantage Consultants’ target market. These businesses, which are the backbone of the local economy, often encounter unique challenges that require specialized consulting services. InsightAdvantage Consultants will provide these companies with strategies for growth, efficiency improvements, and competitive positioning.

Furthermore, tech startups, which are prolific in the San Francisco area, will be another primary customer segment for InsightAdvantage Consultants. This sector is dynamic and requires agile, innovative consulting solutions to navigate rapid growth, funding rounds, and scaling challenges. The firm will offer bespoke services that align with the fast-paced nature of tech startups, helping them to achieve sustainable success.

Customer Needs

InsightAdvantage Consultants caters to the distinct needs of San Francisco residents by delivering high-quality consulting services that align with their diverse ambitions and challenges. Clients can expect tailored solutions that resonate with their unique scenarios, whether they are startups seeking to innovate, enterprises aiming to scale, or individuals pursuing personal growth. This dedication to customization ensures that every strategy is not just a roadmap but a reflection of the client’s vision and potential.

In an environment as dynamic and competitive as San Francisco, customers demand not just advice but actionable insights that can lead to tangible outcomes. InsightAdvantage Consultants rises to this expectation by leveraging cutting-edge research, data analytics, and industry expertise to empower clients with strategies that are both innovative and practical. This approach guarantees that clients not only navigate their immediate challenges but are also equipped for long-term success.

Moreover, InsightAdvantage Consultants understands the value of accessibility and ongoing support for San Francisco’s bustling clientele. Clients have the convenience of engaging with experts who are committed to their success beyond the initial consultation. This includes follow-up services, the provision of resources for implementation, and the availability of guidance through the evolution of their projects or businesses. Such comprehensive support underscores our dedication to not just meeting but exceeding client expectations.

InsightAdvantage Consultants’ Competitors Include the Following Companies

Run Right Business Consulting

Run Right Business Consulting offers a comprehensive suite of services including strategy development, operational improvements, and financial advisory. The firm specializes in serving small to medium-sized businesses across various industries. Their services are tailored to meet the specific needs of each client, ensuring a personalized consulting experience.

Pricing models at Run Right Business Consulting are project-based, with costs varying depending on the scope and complexity of the consulting engagement. This flexibility allows them to cater to a wide range of budgets. The firm reports annual revenues in the mid-range, indicating a stable client base and consistent service delivery.

Located primarily in the San Francisco Bay Area, Run Right Business Consulting has a strong local presence. However, they also serve clients across the United States, leveraging remote consulting capabilities. Their customer segments include startups, established SMEs, and occasionally larger corporations seeking niche expertise.

Key strengths of Run Right Business Consulting include their tailored service approach and deep local market understanding. Weaknesses may include limited international exposure and a narrower service offering compared to larger consulting firms.

Piedmont Avenue Consulting

Piedmont Avenue Consulting focuses on marketing and branding strategies, offering services such as social media management, public relations, and digital marketing. They cater to a diverse clientele, including retail, hospitality, and technology sectors. This specialization enables them to offer deep insights and innovative strategies in these areas.

Their pricing strategy is flexible, offering both retainer-based and project-specific engagements. This allows businesses of varying sizes and budgets to access their services. Piedmont Avenue Consulting’s revenue is competitive, reflecting their strong position in the niche of marketing consultancy.

Based in the San Francisco Bay Area, Piedmont Avenue Consulting maintains a strong local presence while also serving clients nationwide. Their geographic reach is supported by a robust online consulting platform. The primary customer segments include small to medium-sized businesses looking to enhance their market presence and brand visibility.

The firm’s key strengths lie in its specialized focus on marketing and branding, coupled with a strong understanding of digital trends. However, their narrow focus could be seen as a weakness, limiting their appeal to businesses seeking more comprehensive consulting services.

BookSoEasy offers a unique combination of business consulting and technological solutions, with a focus on streamlining operations, improving customer engagement, and enhancing digital presence for their clients. Their services are particularly appealing to the hospitality and retail sectors, where they leverage technology to drive growth and efficiency.

The firm employs a value-based pricing strategy, ensuring clients only pay for tangible improvements and outcomes. This approach has contributed to their competitive positioning in terms of revenue, signaling strong client satisfaction and results-driven service delivery. BookSoEasy operates primarily in San Francisco but has started expanding its services to other major cities across the US.

Their customer base mainly consists of small to medium-sized enterprises seeking to leverage technology for business improvements. BookSoEasy’s strength lies in its ability to integrate consulting services with technological implementation, providing a comprehensive solution to business challenges.

A potential weakness is their sector-specific approach, which might limit their appeal to a broader audience. Additionally, as they expand geographically, maintaining the high level of personalized service that characterizes their San Francisco operations could present a challenge.

Competitive Advantages

At InsightAdvantage Consultants, we pride ourselves on delivering superior consulting expertise compared to our competitors. Our team comprises industry veterans and young innovators, all of whom bring unique perspectives and cutting-edge strategies to the table. This blend of experience and fresh ideas enables us to provide our clients with solutions that are not only time-tested but also infused with innovative approaches. We understand that the landscape of business is ever-changing, and our ability to adapt and foresee shifts in the market sets us apart. Our consultants specialize in various sectors, ensuring that clients receive tailored advice that directly impacts their specific industry challenges and opportunities.

Furthermore, our location in a vibrant city such as San Francisco allows us to stay at the forefront of technological advancements and trends. This geographical advantage complements our commitment to utilizing the latest tools and methodologies in our consultancy services. We leverage local networks and partnerships to offer our clients exclusive insights and opportunities that are not readily available elsewhere. Additionally, our commitment to fostering strong relationships with each client means we go beyond traditional consultancy roles, acting as true partners invested in their success. Our approach is holistic and personalized, ensuring that every strategy we develop is not only innovative but also practical and sustainable in the long run. This unique combination of expertise, innovation, and partnership is what makes InsightAdvantage Consultants a leader in the consulting industry.

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

Products and Services

InsightAdvantage Consultants offers a comprehensive suite of services tailored to meet the diverse needs of its clients. With a focus on delivering actionable insights and strategic direction, the firm has positioned itself as a valuable partner for businesses looking to navigate the complexities of today’s market landscape. Among the services offered, Strategic Planning, Management Consulting, and Financial Advisory stand out as core competencies, each designed to address specific areas of client concern.

Strategic Planning is a critical service offered, designed to help businesses define their vision, set achievable goals, and develop a roadmap for success. Clients can expect to engage in deep-dive sessions aimed at understanding their market position, competition, and internal capabilities. The average selling price for Strategic Planning services is typically around $10,000. This price can vary based on the scope and complexity of the project, tailored to meet the unique needs of each client.

Management Consulting is another key service area, focusing on improving organizational performance through the analysis of existing business problems and the development of plans for improvement. InsightAdvantage Consultants leverages industry best practices and innovative strategies to guide leadership teams through transformational changes. Clients opting for Management Consulting services can expect to invest approximately $15,000, depending on the project’s duration and depth.

Lastly, the Financial Advisory service aims to help clients manage their financial strategy, planning, and risk. This service covers a broad spectrum of financial disciplines, including mergers and acquisitions, financial planning, and risk management. With an average selling price of $20,000, this service provides clients with expert advice and insights into optimizing financial performance and achieving long-term financial stability.

InsightAdvantage Consultants prides itself on delivering high-quality, tailored services that drive value and competitive advantage for its clients. By focusing on strategic planning, management consulting, and financial advisory, the firm ensures that it covers a comprehensive range of needs that are crucial for businesses aiming to thrive in the modern economy.

Promotions Plan

InsightAdvantage Consultants employs a comprehensive suite of promotional methods to attract customers, with a keen focus on leveraging the power of online marketing. In the digital age, establishing a robust online presence is non-negotiable, and InsightAdvantage Consultants recognizes this by prioritizing a well-rounded digital marketing strategy. This includes the utilization of social media platforms, search engine optimization (SEO), and email marketing campaigns, all designed to build brand awareness and drive customer engagement.

In addition to these online marketing efforts, InsightAdvantage Consultants also taps into the potential of content marketing. By creating and distributing valuable, relevant, and consistent content, the firm aims to attract and retain a clearly defined audience. This strategy not only positions InsightAdvantage Consultants as thought leaders in the consulting industry but also helps in building trust with potential clients. High-quality blog posts, whitepapers, and case studies will serve as tools to showcase the firm’s expertise and success stories.

Networking events and industry conferences represent another pivotal promotional method for InsightAdvantage Consultants. By actively participating in these gatherings, the firm has the opportunity to connect with potential clients face-to-face, build meaningful relationships, and stay abreast of the latest industry trends. These interactions often translate into business opportunities and collaborations, further amplifying the firm’s reach and influence within the consulting sector.

Referral programs will play a critical role in the firm’s promotional strategy as well. Encouraging satisfied clients to refer others to InsightAdvantage Consultants not only helps in acquiring new customers but also strengthens the firm’s reputation. Offering incentives for referrals demonstrates appreciation for existing clients while simultaneously expanding the customer base.

Lastly, targeted advertising campaigns, both online and offline, will complement the firm’s promotional activities. These campaigns will be carefully crafted to reach potential clients within specific industries or sectors, ensuring that the messaging is relevant and resonates with the intended audience. By employing a mix of traditional advertising mediums and digital channels, InsightAdvantage Consultants aims to maximize its visibility and appeal to a broad spectrum of clients.

In conclusion, InsightAdvantage Consultants employs a diverse range of promotional methods to attract customers, with a strong emphasis on online marketing. By integrating content marketing, networking, referral programs, and targeted advertising into its promotional strategy, the firm is well-positioned to build its brand, engage with potential clients, and achieve sustainable growth in the competitive consulting industry.

Our Operations Plan details:

  • The key day-to-day processes that our business performs to serve our customers
  • The key business milestones that our company expects to accomplish as we grow

Key Operational Processes

To ensure the success of InsightAdvantage Consultants, there are several key day-to-day operational processes that we will perform.

  • Client Communication: Maintain open lines of communication with clients through emails, phone calls, and meetings to understand their needs and provide timely updates.
  • Market Research: Conduct continuous market research to stay updated on industry trends, challenges, and opportunities relevant to our clients’ businesses.
  • Strategy Development: Develop customized strategies for each client, focusing on their specific goals, challenges, and market position.
  • Project Management: Utilize project management tools to track progress, manage deadlines, and ensure that all team members are aligned and accountable.
  • Data Analysis: Analyze data from various sources to inform strategies, measure performance, and make data-driven decisions.
  • Quality Assurance: Regularly review and assess the quality of our work to ensure that it meets high standards and delivers value to our clients.
  • Professional Development: Engage in continuous learning and professional development to enhance our skills and stay ahead of industry changes.
  • Networking: Actively participate in local and industry-specific events to build and maintain a strong professional network in San Francisco and beyond.
  • Financial Management: Monitor and manage the firm’s finances, including budgeting, invoicing, and financial reporting, to ensure healthy cash flow and profitability.
  • Feedback Collection: Solicit feedback from clients post-engagement to identify areas for improvement and strengthen client relationships.
  • Marketing and Business Development: Implement marketing strategies and business development activities to attract new clients and retain existing ones.
  • Team Collaboration: Foster a collaborative work environment where team members can share ideas, solve problems together, and contribute to each other’s professional growth.
  • Compliance and Ethics: Ensure that all business practices comply with local laws and regulations and adhere to the highest ethical standards.

InsightAdvantage Consultants expects to complete the following milestones in the coming months in order to ensure its success:

  • Launch Our Consulting Firm : Successfully establish and officially launch InsightAdvantage Consultants, including setting up a fully functional office in San Francisco, CA, and a polished online presence that showcases our value proposition and services offered.
  • Secure Initial Client Contracts : Within the first three months, secure at least 3-5 initial client contracts through networking, marketing efforts, and leveraging personal and professional contacts. This will provide an early revenue stream and case studies/testimonials for future business.
  • Achieve Operational Efficiency : Streamline business processes, including client onboarding, project management, and billing, to ensure operations are as efficient and scalable as possible. Proper use of technology and software tools should be integrated to support these operations.
  • Build a Strong Local Network : Participate in local business events, join relevant associations, and actively engage with the business community in San Francisco. Building a strong local network will be crucial for word-of-mouth referrals and gaining trust within the community.
  • Develop a Robust Marketing Strategy : Implement a comprehensive marketing strategy that includes digital marketing (SEO, content marketing, and social media), speaking engagements, and workshops. This strategy should aim to establish InsightAdvantage Consultants as thought leaders in the industry.
  • Hire and Train Key Staff : As revenue starts to grow, hire additional consultants and support staff to ensure the ability to scale operations without compromising on the quality of service. Implement a training program to ensure all team members are aligned with the company’s methodologies and values.
  • Get to $15,000/Month in Revenue : This is a critical financial milestone that indicates the business is gaining traction. Achieving this goal will likely require a combination of increasing the client base, possibly raising prices for services (based on the value delivered), and ensuring high levels of client satisfaction for repeat business and referrals.
  • Establish Partnerships : Form strategic partnerships with other businesses and organizations that can offer complementary services or refer clients, such as law firms, accounting firms, and local business associations. These partnerships can help expand the client base and add value to InsightAdvantage Consultants’ offerings.
  • Implement a Client Feedback System : Develop and implement a systematic approach for collecting and analyzing client feedback to continuously improve the service quality and address any areas of concern. This will not only help in refining the services but also in retaining clients and encouraging referrals.
  • Evaluate Expansion Opportunities : After achieving a stable client base and consistent revenue growth in San Francisco, begin evaluating opportunities for expansion either by offering additional services or by extending the geographic reach to other cities or regions.

InsightAdvantage Consultants management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

Lucas Jackson, President

Lucas Jackson brings a wealth of experience and a proven track record of success to InsightAdvantage Consultants. Having previously helmed a consulting firm, Lucas has demonstrated an exceptional ability to lead, innovate, and drive growth within the consulting industry. His expertise spans strategic planning, operational efficiency, and business development, making him well-positioned to guide InsightAdvantage Consultants towards achieving its strategic goals. Lucas’s leadership skills, combined with his deep understanding of the consulting market, ensure that InsightAdvantage Consultants is not just equipped to navigate the complexities of the industry but is also poised for lasting success.

To reach our growth goals, InsightAdvantage Consultants requires $397,000 in funding. This capital will be allocated across both capital and non-capital investments, including location buildout, equipment, working capital, initial marketing, and staffing. These resources are crucial for establishing our operations, securing a competitive position in the market, and laying a foundation for future growth and profitability.

Financial Statements

Balance sheet.

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Income Statement

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Cash Flow Statement

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Consulting Firm Business Plan Example PDF

Download our Consulting Firm Business Plan PDF here. This is a free consulting firm business plan example to help you get started on your own consulting firm plan.  

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Free Microsoft Word Business Plan Templates

By Joe Weller | September 22, 2020

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We’ve compiled a variety of expert-approved business plan templates and samples for Microsoft Word. There are options for organizations of any size and type — from coffee shops and hair salons to professional services, and everything in between.

Included on this page, you’ll find Word business plan templates for small businesses , startup businesses , product and service businesses , and more.

Simple Business Plan Word Templates

These customizable business plan templates come professionally designed and ready to use, and are available to download in Microsoft Word format.

Simple Business Plan Template

Simple Business Plan Template

Use this template as a basis for creating an organized and thorough business plan. Customize the built-in table of contents to suit your needs, and use the space included to detail the nature of your business, the solution to the problem you’re solving, a market analysis, key performance indicators (KPIs), financial forecasts, and more.

Download Simple Business Plan Template — Word

Simple 30-60-90 Business Plan Template

Simple 30-60-90 Day Business Plan Template

This template is ideal for developing a 90-day action plan to create and implement your business plan in manageable, 30-day chunks. Use the document to outline your main goals and deliverables, and then assign key business activities and deadlines to ensure your plan stays on track. 

Download Simple 30-60-90-Day Business Plan Template

Word  | Smartsheet

For more 30-60-90 business plan templates, visit our "Free 30-60-90-Day Business Plan Templates and Samples" article.

Simple Business Plan Outline Template

Simple Business Plan Outline Template

This template provides a standard outline for a traditional business plan, which you can use to guide your research and develop your plan. Easily modify the provided information to include information that is relevant to your business. 

Download Simple Business Plan Outline Template — Word

For additional downloadable resources in a variety of formats, visit, “ Simple Business Plan Templates .”

One-Page Business Plan Word Templates

These single page business plan templates in this section provide a useful way to organize ideas. Companies can use these templates to develop a pitch document for potential partners and investors.

One-Page Business Plan Template

free business plan sample download

Use this template to capture the main details of your business concept, including your product or service offering, who it benefits, how it helps your target buyer, the pricing structure, income streams, and key milestones. There’s also room at the bottom to include a SWOT analysis .

Download One-Page Business Plan Template

Word | Smartsheet

One-Page Lean Business Plan

One Page Lean Business Plan Template

This template utilizes a Lean approach to help you showcase the core concepts of your business idea in a scannable format. Provide a brief overview of your company and industry, the unique benefits your product or service possesses, distribution strategy, key objectives and success metrics, and a financial plan. Use the visual timeline at the bottom to display dates and milestones.

Download One-Page Lean Business Plan Template - Word  

One-Page 30-60-90 Day Business Plan Template

One Page 30-60-90 Day Business Plan Template

A 30-60-90-day template is useful for developing an actionable plan. Simply add your main goals and the activities required to achieve them in 30-day increments. Update the status of each goal regularly to ensure your plan stays on track.

Download One-Page 30-60-90 Day Business Plan Template

For additional single page plans, along with an example of a business plan , visit " One-Page Business Plan Templates with a Quick How-To Guide ."

Small Business Plan Word Templates

These customizable business plan templates are especially useful for small businesses to develop a roadmap for structuring, operating, and growing their organization.

Small Business Plan Template

Small Business Plan Template

This comprehensive business plan template is ideal for small businesses that want to thoroughly document key goals and the associated activities. Add essential information to each section to keep your plan clear and concise — and pay special attention to the financial section and provide details that will validate your plan.

Download Small Business Plan Template — Word

Fill-In-the-Blank Small Business Plan Template

Fill-in-the-Blank Small Business Plan Template

This fill-in-the-blank template is useful for small business owners that need some guidance adding details to the various elements of their business plan. Each section of this standard business plan comes with pre-filled content that you can expand on and customize to reflect the specific needs and details of your business. 

Download Fill-In-the-Blank Small Business Plan Template — Word

Additional Fill-in-the-Blank Business Plan templates can be found here . 

One-Page Small Business Plan Template

One Page Business Plan For Small Business Template

Small businesses can use this template to articulate business ideas in a succinct, easily digestible manner. There is space to include a business overview, key team members, a market analysis, marketing and sales plans, objectives and success metrics, and a financial plan.

Download One-Page Business Plan for Small Business — Word

Startup Business Plan Word Templates

These business plan templates are ideal for entrepreneurs to assess the viability of their idea and gain buy-in from prospective investors and stakeholders.

Startup Business Plan Template

free business plan sample download

Use this startup business plan template to create a strong and detailed roadmap of your concept and related goals. The template includes space for an executive summary, business description, summary of product or service offerings, pricing structure, marketing strategy, competitive analysis, startup expenses, funding sources, and more to ensure you have a thorough plan in place.

Download Startup Business Plan Template

Sample 30-60-90-Day Business Plan for Startup

Sample 30-60-90 Day Business Plan for Startup

This 30-60-90-day business plan template is versatile, and can be used to develop an actionable plan for virtually any business activity. This sample contains pre-filled information to help you explain the organization’s main goals and deliverables, as well as to assign key tasks, ownership, and deadlines. 

‌Download Sample 30-60-90 Day Business Plan for Startup Template

For additional resources to create your plan, visit “ Free Startup Business Plan Templates and Examples .”

Product and Service Business Plan Word Templates

These business plan templates are designed for a product or service-focused business to use to develop a workplan that articulates its vision and objectives.

Business Plan Template for Professional Services

Professional Services Business Plan Template

Entrepreneurs offering professional services can use this document to outline the main goals and objectives associated with their business, as well as how they plan to achieve them. This template comes with a built-in table of contents and includes all the components of a traditional business plan, including the company background, market and industry analysis, competitive analysis, service offering details, promotional plan, sales forecasts, financial statements, and more.

Download Business Plan Template for Professional Services — Word

One-Page Business Plan for Service Business

One Page Business Plan For A Service Business Template

This business plan template is ideal for a service-type business owner who needs a basic plan to jot down core business concepts. This single-page template has room to include the business mission and vision, service provided, target market, competitive advantage, marketing and sales plan, and key objectives. There is also a visual timeline of milestones included at the bottom of the template for tracking progress.

Download One-Page Business Plan Template for Service Business — Word

One-Page Business Plan for a Product Business

One Page Business Plan For A Product Business Template

Use this one-page business plan to outline the key details related to your product-focused idea. Articulate the purpose and vision of your business, the problem your product solves, potential customers, how you will get your product to buyers, pricing strategy, main objectives, and success metrics. The timeline of milestones at the bottom of the template automatically creates a visual display of noteworthy activities. 

Download One-Page Business Plan for Product Business — Word

Fill-In-the-Blank Business Plan Word Templates

Use these pre-filled business plan templates as a basis to build a thorough plan that keeps your strategy aligned with sales, promotional, and financial objectives.

Simple Fill-In-the-Blank Business Plan

Simple Fill In The Blank Business Plan Template

This fill-in-the-blank template features a traditional business plan layout, and includes pre-filled content in each section. Outline the key components of a well-rounded business plan, and add a company overview, market analysis, marketing and sales plan, operations plan, financial statements, supporting documentation, and more.

Download Simple Fill-In-the-Blank Business Plan Template — Word

Lean Fill-In-the-Blank Business Plan

Fill-in-the-Blank Lean  Business Plan Template

This Lean business plan has all the necessary parts to articulate your business vision and strategy. Add information about the problem you aim to solve, your product or service offering, unique value proposition, target customers, cost structure, revenue streams, and a timeline of milestones.

Download Fill-In-the-Blank Lean Business Plan Template — Word

For additional resources, visit " Free Fill-In-the-Blank Business Plan Templates ."

For more free, downloadable templates for all aspects of your business, take a look at “ Free Business Templates for Organizations of All Sizes .”

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Executive Summary of a Laundromat: Template & Example

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  • February 26, 2024
  • Business Plan , Executive Summary

Executive summary slide of laundroamt business plan example

A laundromat business plan needs a straightforward executive summary. This part of your plan is the first thing investors and partners see, and it should clearly outline what your laundromat is all about. It’s where you explain what makes your laundromat different and worth investing in.

We recommend using a two-slide PowerPoint format for this summary. The first slide should cover the basics of your business and the market you’re entering. Here, you detail your laundromat’s services, location, and what sets you apart from others. The second slide focuses on your management team and your financial plans, highlighting the people behind the business and how you expect the laundromat to grow financially.

This simple, two-slide approach ensures that your executive summary is easy to follow and covers all the essential points about your laundromat business.

the business plan template for a laundromat

Laundromat Business Plan

Download an expert-built 30+ slides Powerpoint business plan template

Laundromat Executive Summary: Page 1

Executive summary slide of laundroamt business plan example

Business Overview

In the executive summary’s business overview, it’s crucial to present clear, concise details about your laundromat. Include the name, location, and a brief description of operations.

This section sets the scene for your business, laying the groundwork for highlighting its unique selling proposition (USP) — the factor that distinguishes your laundromat from competitors. Your USP could be anything from advanced, eco-friendly laundry machines, a luxurious waiting area, or unique value-added services like free Wi-Fi and coffee.

Example: “UltraClean Laundromat,” situated at 123 Clean Street in a high-traffic urban area, spans 2,500 sq. ft. and operates with state-of-the-art equipment, including 20 standard washers and 10 high-capacity dryers from leading brands. UltraClean stands out by offering an online booking system, garment tracking technology, and a cozy lounge area with complimentary amenities for customers.

Market Overview

An effective market overview section should articulate the scope and potential of the laundromat market, supported by data and industry trends. It should cover market size, growth potential, and your laundromat’s position within this landscape.

Address the competitive environment, pinpointing major players and defining how your laundromat will carve out its niche. Whether through superior technology, customer service, or innovative pricing strategies, this is your chance to showcase how your laundromat will shine in a competitive market.

Example: The US laundry services and dry cleaning market is thriving, valued at $11.5 billion in 2023, with the laundromat segment accounting for $5 billion of this total. With a projected CAGR of +4.7% from 2023 to 2030, the industry’s growth trajectory is clear. UltraClean Laundromat operates in a competitive market with approximately 35,000 laundromats nationwide, each generating an average revenue of $140,000 annually. Within our local area, we’ve identified four direct competitors, collectively housing [x] machines. However, UltraClean differentiates itself through digital innovation and expanded services. Over 50% of consumers now prefer digital payment methods, a trend UltraClean is capitalizing on, alongside offering value-added services like pickup and delivery, which have been shown to boost revenue by 30%.

Laundromat Executive Summary: Page 2

Executive summary slide of laundroamt business plan example

Management Team

Your management team’s background and expertise are crucial to your laundromat’s success. In the executive summary, highlight the key qualifications, experiences, and roles of your team members.

This can include a managing partner with extensive experience in customer service industries or a technical expert with deep knowledge of laundry systems and maintenance. Showcasing your team’s strengths builds credibility and confidence in your laundromat’s potential.

Example: The UltraClean team is led by co-founders Alex Johnson and Sam Lee. Alex brings over a decade of experience in retail management, enhancing customer experience and operational efficiency. Sam’s expertise in mechanical engineering ensures the highest standards in laundry technology and equipment maintenance, positioning UltraCleanas a leader in the laundromat sector.

Financial Plan

Summarize your financial objectives and projections in the financial plan section, detailing revenue goals, cost management strategies, and profitability forecasts. This should provide a clear overview of your financial outlook and the steps you’ll take to achieve financial success.

Example: UltraClean Laundromat is poised for significant growth, targeting ambitious annual revenues of $880,000 by 2028, with a projected EBITDA margin of 29%. This financial growth will be underpinned by strategic investments in technology, market expansion, and service diversification, ensuring UltraClean not only meets but exceeds the evolving demands of the laundry service market.

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How to Write a Dog Grooming Business Plan + Free Sample Plan PDF

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Elon Glucklich

8 min. read

Updated February 20, 2024

Download a free one-page dog grooming sample business plan

The bond between humans and their canine companions has always been strong. But spurred by increases in dog ownership across the U.S. , household spending on pets has risen in recent years.

The $5.4 billion global pet grooming services market is projected to grow at a 7% annual rate through 2030, creating new opportunities for dog-loving entrepreneurs to turn their passion into a business opportunity.

Whether you’re starting a boutique grooming salon or a mobile grooming service—a business plan can significantly increase your chances of success.

Download a free dog grooming sample business plan and complete it as you work through this guide.

  • What should you include in a dog grooming business plan?

Here are the common sections to consider when writing your dog grooming business plan.

  • Executive summary
  • Market analysis
  • Services and products
  • Marketing and sales strategy
  • Operations plan
  • Company summary
  • Financial plan and forecasts

The details of your plan will differ based on factors like the services you offer, whether you hire full-time employees or contractors, and whether your business is based in a brick-and-mortar building or goes to clients’ homes.

Check out our step-by-step guide to writing a full business plan for more details.

A sample dog grooming business plan outline.

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  • The 8 elements of an effective dog grooming business plan

Don’t make your dog grooming business plan longer than it needs to be . If you’re writing it for yourself, stick with a few pages and cover the aspects that will help you run your business.

But if you’re writing the plan because you’re seeking a bank loan or investment , it will likely need to be more detailed.

1. Executive summary

The executive summary is a concise overview of your dog grooming business plan. The executive summary should briefly touch on your company overview target market but shouldn’t be more than 2 pages long.

Its purpose is to highlight the mission and unique aspects of your business, whether that’s to provide superior pet care or introduce innovative grooming techniques to your market. 

2. Market analysis

What’s the opportunity that exists for your business? 

The market analysis section is a detailed assessment of the market you’re entering. In this case, you should cover current trends in the dog grooming industry, such as increasing pet ownership rates and a growing emphasis on pet care and wellness.

You must also identify your primary customer segments . Include demographics that help define who your customers are and what they want. Maybe you target pet owners in urban areas, busy professionals, or families seeking convenient and comprehensive grooming services.

Be sure to list out key competitors in your region, noting their service offerings, pricing, and market positioning. This analysis will help you identify opportunities to differentiate your business. For instance, your research might lead you to realize there are a lack of options in your area for mobile grooming services, or specialized care for anxious pets.

3. Services and products

The products and services section is where you detail the full range of grooming services and products you plan to offer. 

Consider writing them out as a list, like this example:

Basic services

  • Washing and drying
  • Hair trimming
  • Nail clipping
  • Ear cleaning.

Specialty services

  • Breed-specific grooming
  • Skin care treatments
  • Flea and tick treatments

Also, consider incorporating related products for sale, such as dog shampoos, conditioners, brushes, and other grooming tools. Whatever mix of products and services you choose to offer, connect them to your market opportunity. At its most basic, running a successful business is about identifying customer problems and providing solutions .

Detailing these services and products gives your customers a clear understanding of what your business provides and its value proposition .

4. Marketing and sales strategy

Your marketing and sales strategy turns your market research into a set of marketing strategies you can execute to attract customers. 

Through your research, you should understand how your target customers find dog grooming services — online, in print advertisements or commercials, through social media or word of mouth, etc.

Based on what you think are the most relevant marketing channels , develop strategies to make your business more visible. Strategies to consider include:

  • Advertising online or in local publications
  • Creating a website and establishing a social media presence
  • Interacting with the public at community events
  • Pursuing partnership opportunities with local pet stores

You may also want to consider discounts or special offers for repeat customers to build loyalty. 

Whatever tactics you deploy, it’s crucial to measure the impact of your marketing efforts through key performance indicators, and adjust your strategies based on what delivers value.

5. Operations plan

The operations section outlines how you will run your dog grooming business efficiently day to day. 

Whether you’re operating out of a brick-and-mortar building, a mobile van, or in clients’ homes, include details on the physical setup of your grooming salon, equipment needs, and staff requirements.

You should also discuss the process for booking appointments and managing customer relationships. Detail any software or systems you’ll use for scheduling and record-keeping. Also, outline your plan for meeting regulatory requirements and maintaining a clean, safe environment for pets.

6. Milestones

Outlining the key milestones for your business can help you determine how long it will take to meet your goals. You can keep these brief, even writing them in bullet points. Milestones for a dog grooming business could include:

  • Obtaining initial financing
  • Securing relevant permits
  • Initiating marketing efforts
  • Acquiring a certain number of clients
  • Reaching specific revenue benchmarks

Each milestone should have an estimated completion date and designated team members responsible for achieving them.

7. Company summary

Summarize the history of your business, including its legal structure and location. Also, highlight your background in pet grooming and your reasons for wanting to start a dog grooming business.

If you’re just starting out, discuss the initial startup costs required to get the business off the ground. If you’re writing your business plan to secure a bank loan, state how much funding you need, what you will use it for, and how it will benefit your grooming business.

8. Financial plan

The financial plan is where you provide a look into your dog grooming business’s financial projections, including sales , costs , and profitability .

Remember, financial forecasts are really just educated guesses created to give you a sense of how your business can be profitable over the long term. 

They’re meant to be adjusted over time as your actual financial numbers come in, helping you determine which aspects of your business are performing as expected and where you might need to adjust your strategy.

Your financial plan should include a cash flow statement , income statement , and balance sheet .

  • Tips for writing a dog grooming business plan

Understanding pet owners’ needs and how you can best serve them is vital for writing a dog grooming business plan that you can actually use to help your business grow.

As you write the plan, give some attention to these key points.

1. Consider your business structure

Choosing the right structure is pivotal. When writing the company overview section, consider factors like taxation, liability, and business growth potential to determine whether an LLC, sole proprietorship, or corporation best suits your needs. This decision will influence your operational flexibility, financial management, and legal obligations.

2. Develop a pricing strategy

Establishing a pricing strategy that balances market competitiveness with profitability is essential. As part of your market analysis, take the time to explore pricing tiers and client expectations. Offering a variety of service packages can cater to different customer needs and enhance revenue streams. Connect those packages and pricing tiers to your projected revenues and expenses as you create your financial forecasts.

3. Create an online presence

A strong online presence is non-negotiable. So, even if you plan to leverage traditional marketing channels, you will still want to have digital marketing efforts be part of your plan. 

At a minimum, invest in a professional website, optimize for local search , and engage actively on social media platforms. This visibility attracts new clients and serves as a platform for showcasing your work and customer testimonials.

4. Highlight your credentials and training

Highlighting your credentials and commitment to ongoing professional development can set your business apart. 

Regular training in new grooming techniques, customer service excellence, and pet safety reassure clients of the quality and reliability of your services. Start by mentioning the qualifications of you and your team and include any supporting documentation, like resumes or awards, in your appendix.

5. Build on success with client referrals and reviews

Encourage satisfied customers to refer others and leave positive online reviews . Word-of-mouth and digital endorsements can significantly impact your business’s reputation and trustworthiness. Consider implementing a referral program to incentivize clients to share their positive experiences.

  • Download your free dog grooming one page sample business plan

Download your dog grooming business plan sample now for free. You can also explore Bplans’ collection of over 550 sample business plans to find other examples.

Writing a business plan for your dog grooming business helps you stand out in a crowded market. It’s one of numerous reasons that a business plan increases your chance of success. 

The plan is essential for getting your business funded. But even if you don’t need a bank loan, thinking through each aspect of your business will help you make the best strategic decisions and use your limited resources effectively.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Content Author: Elon Glucklich

Elon is a marketing specialist at Palo Alto Software, working with consultants, accountants, business instructors and others who use LivePlan at scale. He has a bachelor's degree in journalism and an MBA from the University of Oregon.

Check out LivePlan

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