MY BUSINESS SUMMARY

MY BUSINESS SUMMARY

Thank you for taking the Business Plan Executive Summary Survey. This survey will help you to develop your business plan. The questions are asked in the same order that the business plan is laid out. Answer questions as they relate to you. Answer the questions that you can. One that you cannot we will discuss in coaching.
Upon submission, you will receive an email containing all your answers that you may cut and paste into whatever business plan tool or template you are using.
An email can also be sent to your business coach by entering their email address in the field labeled Business Coach Email.
YOU MAY SAVE AND COME BACK TO THIS FORM LATER
This survey has questions for every section of the business plan to help you build the entire plan.

YOU ARE ONLY REQUIRED TO COMPLETE THE FIRST SECTION THAT ASKS ABOUT THE BUSINESS OPPORTUNITY AND HOW YOU PLAN TO MARKET THE BUSINESS.

It is recommended that you complete as much as you can on your own, and meet with a coach to help you finish.

Remember, you may save and come back later to complete, but once submitted, you can not edit.
FIRST NAME *
LAST NAME *
Company
Address *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Phone *

Area Code Phone Number
Email *
example@example.com
Business Coach Email
example@example.com
What organization are you associated with?
THE BUSINESS OPPORTUNITY

Describe the business opportunity
What problem does your business solve? *
Who are the people that have this problem *
What is your solution to the problem? *
Briefly describe the product/service. *
MARKETING INFORMATION
Please describe the industry and the market that your business will be competing in. *
Please describe your idea customer?(Age, race, income, location, market size ETC) *
Who are your direct competitors? (Please list 1 TO 3) *
How are their prices compared to yours?

The same Higher Lower Other:
What is their greatest strength?
What is their key weakness?
Describe your strategy for marketing the business
What will your business specifically due to beat the competition? *
Please enter all the methods that you plan to use to market the

Website Social Media Print Ads Speaking Podcast Blog Post Articles business? Write a book Conferences Trade Shows Other:
List organizations you could join to help you meet people and network?
How will you convert prospects into paying customers?
Who do you need to be communicating with more?
Is your brand solidified - do people associate your mission, purpose,objectives, logo, organization's colors or Website to your business name?

Yes No Explain:
Do you understand the purpose of branding?

Yes No:
Describe your business location? (Online store, physical location, etc)
BUSINESS INFORMATION
Name of Business
Give a brief description of your business.
What is the legal structure of your business?

LLC C CORP S CORP SOLE PROPRIETOR NOT FOR PROFIT Other:
Please list the owners of your business.
Please give a brief statement about why you started this business.
What is your Business Slogan?
Please enter your mission statement. Will be the mission or purpose of your business?
Please enter your vision statement. What do you see for your company in the future?
Enter the key team members and area of responsibility.
Enter the key advisors.
Please list any special licenses and/or permits that your business will need to operate
PRODUCT / SERVICE DESCRIPTION
What is the name of your primary product or service?
Unit Type

Unit Hourly Package
START UP / EXPANSION

Please enter the cost for the basic items you will need to start your business. This is only the beginning list. You will update this information later. PLEASE ENTER 0 FOR COST
Enter the items and estimated cost for the items needed to start or expand the business.
Please list the estimated amount of funding needed to start or expand this business
How do you plan to get the Business Funding?

Investor Bank Loan Grants Family and Friends Crowd Funding Micro Loan ($1000-$50,000) Other:
Enter a brief summary statement about your business now you will make it a success.
ADDITIONAL COMMENTS
Enter additional comments.
LOGOS AND GRAPHICS
Please upload any the logo if available
Upload product/service photos if available
Should be Empty:

MY BUSINESS SUMMARY

YOU MAY SAVE AND COME BACK TO THIS FORM LATER

THE BUSINESS OPPORTUNITY

MARKETING INFORMATION

BUSINESS INFORMATION

PRODUCT / SERVICE DESCRIPTION

START UP / EXPANSION

ADDITIONAL COMMENTS

LOGOS AND GRAPHICS