Metaphysical Business Plan Template
Information
Free Business Plan Template
1. Vision/Mission of [Your Business Name Here]
[Craft a brief “elevator pitch” vision or mission statement about your business that answers the following five questions]
- What does [your business] do? [Are you selling products, services, information or a combination?]
- Where does this happen? [Will you conduct business online, in-store, via mobile means or in a specific location or environment?]
- Who does [your business] benefit? [Who is your target market and ideal customer for your concept?]
- Why would potential customers care? [What would make your ideal customers take notice of your business?]
- How does [your products and/or services] outshine the competition? [What your value proposition that would make customers choose you over a competitor?]
**If you get stuck, continue brainstorming ideas for other parts of your plan, then complete this section.**
2. Offer and Value Proposition
[Detail your offer(s), which are the products and/or services you plan to sell. Include a value proposition for each, which is a statement of how your product or service solves a problem for target customers.]
3. Audience and Ideal Customer
[Describe your ideal customer and explore a potential broader audience for your products and/or services.]
4. Revenue Streams, Sales Channels and Marketing
**Using the lists below, select the revenue streams that your business will use to make money and the sales channels and marketing vehicles that will connect you to customers.**
Revenue Streams: **check how your business will earn income; edit as needed**
- Product sales: Online, mobile, wholesale and in-store sales.
- Affiliate income: Monetize blog and social media posts with affiliate links.
- Advertising income: Reserve website space for advertising.
- E-book sales: Publish e-books related to [your business niche].
- Video income: Monetize a YouTube channel related to [your business niche].
- Webinars and online classes: Monetize coaching-style webinars and online classes related to [your business niche].
- Members-only content: Monetize a members-only section of the website for specialty content related to [your business niche].
- Franchise: Monetize [your business] model concept and sell to franchise entrepreneurs.
Direct Sales Channels: **check how your business will transact sales; edit as needed**
- Mobile point-of-sale (POS): Mobile and remote sales that don’t happen in-store.
- Brick-and-mortar location: In-store sales in a standalone location.
- E-commerce platform: An online store on an e-commerce platform.
- Social media channels: Facebook, Instagram, Pinterest shoppable posts/pins.
- Sales representatives: For wholesale or other rep-driven sales.
Other Income Channels: **check how your business can make other income; edit as needed**
- Affiliate income: Blogging or web content with affiliate link commissions.
- Advertising income: Reserved advertising spaces on [your business] website.
- E-book sales: E-book sales via Amazon Kindle Direct Publisher.
- Video income: YouTube channel with ad monetization.
- Webinars and online classes: Online subscription classes and webinars.
- Members-only content: Password-protected content on the website or blog.
Marketing and Advertising: **check how your business will reach audiences; edit as needed**
Online Marketing Methods:
- Informative blog content
- Online landing page sales funnels
- Social media via Facebook, Instagram, LinkedIn, TikTok, Pinterest, Twitter, other
- Video content on YouTube, Facebook or other
- Free e-books for marketing and lead generation
- Paid online advertising via Google AdSense or other networks
- Email and/or SMS marketing
- Customer loyalty program
Traditional Advertising and Public Relations Outlets
- Radio
- Television
- Newspaper
- Magazine
- Direct mail
- Doorhanger flyer distribution
- Event and team sponsorships
5. Structure, Suppliers and Operations
**Detail the structure and operational overview for your business.**
- Business structure: [Sole Proprietorship, Limited-liability Company, Partnership, Corporation, etc.]
- Permits: [Required city, county and state permits to operate.]
- Education or certifications: [Required licenses, certifications or education to operate.]
- Roles and responsibilities: [Owner, partner and staff roles and tasks.]
- Standard operating procedures (SOPs): [Overview of day-to-day operational plans.]
- Supply chain: [Raw good or resale/wholesale product suppliers and ordering processes.]
6. Financial Forecasts
Cost Forecast **enter estimated startup and ongoing costs; edit table as needed**
|
Business Need |
Startup Cost |
Ongoing Cost |
Source/Supplier |
|
Business organization (DBA, LLC, etc) |
$ |
$ |
|
|
Permits/certifications |
$ |
$ |
|
|
Retail or mobile POS system |
$ |
$ |
|
|
E-commerce website |
$ |
$ |
|
|
Store/facility cost |
$ |
$ |
|
|
Utilities costs |
$ |
$ |
|
|
Mobile sales, market and fair booths |
$ |
$ |
|
|
Production/office equipment |
$ |
$ |
|
|
Cost of goods (projected) |
$ |
$ |
|
|
Packaging, bags and shipping supplies |
$ |
$ |
|
|
Business cards and print marketing |
$ |
$ |
|
|
Online and social media advertising |
$ |
$ |
|
|
Business bank account |
$ |
$ |
|
Gross Profit Projections
**Use product research to estimate retail prices for your goods and/or services, then subtract cost-of-goods (raw material, hourly rate or wholesale costs) to estimate gross profits. Edit table as needed.**
|
Product or Service |
Retail Price |
(Cost) |
Gross Profit |
|
|
$ |
($ ) |
$ |
|
|
$ |
($ ) |
$ |
|
|
$ |
($ ) |
$ |
|
|
$ |
($ ) |
$ |
|
|
$ |
($ ) |
$ |
