Writing a Business Plan – Part 3


 This is Part 3 in a 4 part series on writing a business plan.

Products and Services

In this section, you will explain what you will be offering in terms of products and/or services. You will also want to explain what gives you an advantage over other companies. Finally, you will want to explain your pricing structure.


The marketing plan has seven subsections. They include

·         Financial Research
·         Product/Service Research
·         Customer Base Research
·         Competition Research
·         Niche Research
·         Strategy Plan
·         Sales Forecast

1. Financial Research

This section deals with the financial facts concerning your business. In order to determine if your company can succeed in the marketplace, you have to understand the marketplace. This subsection should answer such questions as:

What is the population in the area you will be serving?

How many people in the market area have need of your service?

Is it possible for your business to grow in this market? You can show this by showing the growth of the area or the current growth of the market or both.

What “barriers to entry” would keep you from entering the marketplace?

You will also explain how changes in the economic environment could affect your business.

2. Product/Service Research

In this section, your research concerns what your potential customers will see in your product/service and what benefits they will derive from using your products/services.

Also list what after-sale services you will give.

3. Customer Base Research

Demographics include who your customers are, where your customers live, and what they are like.

For each group, you need to create a demographic profile. Depending upon your “perfect” client, the demographics will change. This profile can consist of:

  • Age
  • Sex
  • Location
  • Income
  • Marital Status
  • Home Ownership
  • Etc

4. Competition Research

This subsection helps you identify other companies that compete with you and in what way.

You will also want to list indirect competitors, or those companies whose businesses have services that overlap yours.

Finally, you will want to compare your services with those of your competition.

5. Niche Research

It is not possible to market to everyone, nor would you want to. Some clients are simply not good for your business. Therefore, after looking at all the different client possibilities, write a short, one paragraph definition of your niche market.

6. Strategic Plan

First, you will need to know how you plan to promote your service to your niche.

What sort of advertising will you do? How often? Why?

What low cost paid advertising will you use?

What no cost promotions will you use to get the word out?

What type of graphics will you need for your strategic plan?

Explain your system for keeping up with your clients.

What is the cost associated with your promotional strategy? How much will you need when the company starts and how much for ongoing promotional costs?

How will you set your prices? Are your prices competitive? Are your customers likely to shop price or quality?

Explain why your business works well from home and does not need a storefront.

7. Sales Forecast

A sales forecast is all about the numbers. It is a month-to-month projection of your expenses versus your income. When you make this projection, it should be based on:

  • Your historical sales
  • Your marketing strategies
  • Your market research
  • Industry data


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