sample one-page business plan from the startup garage

1
THE PRODUCT Tarantula gamification tools to increase user adoption Loyalty program application to engage customers and referral partners Social media, email, phone and mobile app integration Customizable actions, rewards, levels and bages makes the platform applicable to any industry State-of-the-art CRM (contact and activity management, sales funnels, financial analytics, reporting, etc) CUTTING EDGE PLATFORM TARANTULA The Symbiosis mission is to improve CRM adoption rates for businesses, increase sales volume and frequency, gain customer loyalty and decrease customer service and sales costs by providing a user-friendly, innovative & powerful CRM system. YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 Online Sales 200,000 1,025,000 3,181,250 9,914,063 20,928,125 Direct Sales 31,126 434,918 2, 097,088 4,676,226 8,397,830 Partner Sales 22,500 223,219 712,443 1,678,817 3,014,913 TOTAL SALES 253,626 3,433,138 9,203,156 22,432,941 44,793,857 COGS 175,615 1,856,279 4,436,261 10,372,696 20,008,118 OPEX 323,658 1,556,723 3,823,396 9,280,557 13,505,902 PROFIT ($246,880) ($175,601) $508,910 $1,565,064 $9,306,740 Online Marketing Website SEO & PPC Social Media Email Print Ads in Targeted Business Publications TV Commercials Sponsorships Seminars Direct Selling MARKETING STRATEGY ONE-PAGE BUSINESS PLAN Symbiosis is an innovative, interactive CRM that combines gamification features and social media integration to drive user adoption and customer loyalty. CRM, Gamified. SYMBIOSIS THE COMPANY Walnut Creek, CA Bill Johnson FOUNDER & CEO Jennifer Thomas CMO Michael Russman CFO John Bryant FOUNDER & CTO Easy to use Competitive price Diligent customer service Connection generator Tarantula gamification platform Effective loyalty program Free trial and effective upsell strategy Experienced management team DISTRIBUTION CHANNELS FINANCIAL SUMMARY THE MARKET THE COMPETITION THE INDUSTRY SAAS INDUSTRY CRM INDUSTRY $10billion in sales for 2012. North America is currently the largest CRM market, reaching $22.1billion in sales by 2015. Education Retail&Wholesale Manufacturing Utilities Small businesses in the US and their wage and salary workers in the fields of: 27.9 million small businesses 13+ million wage and salary sales workers MindBody Online Biz Automation Salesforce CRM Gamified Zurmo Wave Access Zoho Microsoft Dynamics Small Business Web Oracle USER FRIENDLY FUNCTIONAL CRM TOOLS & APPLICATIONS GAMIFICATION FEATURES in seed funding We Need $600,000 WEBSITE STORE SALES AGENTS PARTNERING RESELLERS SYMBIOSIS UTILIZING CLOUD-BASED TECHNOLOGY ACHEIVEMENTS TO-DATE Incorporated the Company Assembled key management team Acquired technology patents and copyrights Acquired $50K in start-up capital $150K completing the alpha CRM technology platform $73K startup expenses (furniture, improvements & organizational expenses) $477K operating expenses such as sales, marketing and personnel expenses Develop, launch and test beta platform followed by official launch Obtain market validation with 12,000 monthly website visitors, over 2,500 active seats and over 24 reseller accounts Build full team of personnel including lead engineers, sales and customer services representatives and sales and marketing managers YEAR 1 MILESTONES to reach the projected EXIT The most likely exit for Symbiosis will come from an acquisition by a major player or such as Salesforce, Oracle and Dynamics CRM once the Company reaches 500,000+ company clients.

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Page 1: Sample One-Page Business Plan from The Startup Garage

The ProducT

Tarantula gamif ication tools to increase user adoption

Loyalty program appl ication to engage customers and refer ral par tners

Social media, emai l, phone and mobi le app integration

Customizable actions, rewards, levels and bages makes the platform appl icable to any industry

State-of-the-ar t CRM (contact and activity management, sales funnels, f inancial analyt ics, repor t ing, etc)

Cutting EdgE Platform

TaranTula

the Symbiosis mission is to improve Crm adoption rates for businesses, increase sales volume and frequency, gain customer

loyalty and decrease customer service and sales costs by providing

a user-friendly, innovative & powerful CRM system.

YEar 1 YEar 2 YEar 3 YEar 4 YEar 5

Online Sales 200,000 1,025,000 3,181,250 9,914,063 20,928,125

Direct Sales 31,126 434,918 2, 097,088 4,676,226 8,397,830

Partner Sales 22,500 223,219 712,443 1,678,817 3,014,913

total SalES 253,626 3,433,138 9,203,156 22,432,941 44,793,857

CogS 175,615 1,856,279 4,436,261 10,372,696 20,008,118

oPEX 323,658 1,556,723 3,823,396 9,280,557 13,505,902

Profit ($246,880) ($175,601) $508,910 $1,565,064 $9,306,740

online marketing

Website

SEO & PPC

Social Media

Emai l

Pr int Ads in Targeted Business Publ icationstV

Co

mm

erc

ials

Spo

nso

rsh

ips

Sem

ina

rs

d i rect Sell ing

MarkeTing STraTegy

O n E - PAg E B u S i n E S S PL A n

Symbiosis is an innovative, interactive Crm that combines

gamification features and social media integration

to drive user adoption and customer loyalty.

CRM, gamified.

SYMBIOSISThe coMPanyWalnut Creek, Ca

Bill JohnsonfoundEr & CEo

Jennifer ThomasCmo

Michael RussmanCfo

John BryantfoundEr & Cto

Easy to use

Competitive price

diligent customer service

Connection generator

tarantula gamification platform

Effective loyalty program

free trial and effective upsell strategy

Experienced management team

diSTribuTion channelS

Financial SuMMary

The MarkeT The coMPeTiTion The induSTry

SaaS induStrY

Crm induStrY

$10billion in sales for 2012.

north America is currently the

largest CRM market, reaching

$22.1billion in sales by 2015.

Education

retail&Wholesale

manufacturing

utilities

Small businesses in the uS and their wage and salary workers in the fields of:

27.9 million

small businesses13+ millionwage and salary

sales workers

MindBody Online

Biz Automation

Salesforce

CRM GamifiedZurmo

Wave AccessZohoMicrosoft Dynamics

Small Business Web

Oracle

uSEr friEndlY

funCtional

Crm toolS & aPPliCationS

gamifiCation fEaturES

in seed funding

We need

$600,000WEbSitE StorE

SalES agEntS

PartnEring rESEllErS

SYMBIOSIS

Utilizing CloUd-based teChnology

acheiveMenTS To-daTe

incorporated the Company

Assembled key management team

Acqui red technology patents and copyr ights

Acqui red $50K in star t-up capital

$150K completing the alpha CRM

technology platform

$73K startup expenses (furniture,

improvements & organizational expenses)

$477K operating expenses such as sales,

marketing and personnel expenses

Develop, launch and test beta platform fol lowed by off icial launch

Obtain market val idation with 12,000 monthly website vis itors, over 2,500 active seats and over 24 resel ler accounts

Bui ld ful l team of personnel including lead engineers, sales and customer services representatives and sales and marketing managers

year 1 MileSToneSto reach the projected

ex

iT

the most likely exit for Symbiosis will come from an acquisition by a major player or such as Salesforce, oracle and dynamics Crm once the Company reaches 500,000+ company clients.