Milky Fruit Shake: A Refreshing Delight

6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

Milky Fruit Shake

Business Description
Indulge in the creamy goodness of our Milky Fruit Shakes. Each sip is a burst of flavor, combining the
sweetness of fresh fruits like strawberries, bananas, apples, avocados, and oranges with the rich, creamy
texture of milk and ice cream.

Why Choose Milky Fruit Shake?

 Fresh and Natural: We use only the freshest, high-quality fruits to ensure a truly authentic taste.

 Nutritious and Delicious: Our shakes are packed with essential vitamins and minerals, making
them a healthy and satisfying treat.

 Customizable: We offer a variety of flavors and toppings to suit your preferences.

 Perfect for Any Occasion: Whether you're craving a quick snack or a refreshing dessert, our
shakes are the perfect choice.

Experience the Milky Fruit Shake Difference Today!

A refreshing and nutritious blend of fresh fruits and creamy milk. Perfect for a quick and healthy snack or
a satisfying dessert.

Flavor Variations:

 Strawberry: A classic and timeless flavor, bursting with sweet and tangy berries.

 Banana: A creamy and comforting flavor, perfect for a morning pick-me-up.

 Apple: A crisp and refreshing flavor, packed with antioxidants.

 Orange: A zesty and invigorating flavor, perfect for a midday boost.

 Avocado: A creamy and healthy flavor, packed with essential nutrients.

 Berries: A sweet and tart flavor, bursting with antioxidants.

 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

 Mango: A tropical and juicy flavor, perfect for a taste of summer.

Additional Customization Options:

 Sugar levels: Adjust the sweetness to your preference.

 Ice: Add ice for a colder, more refreshing drink.

 Toppings: Add toppings like whipped cream, chocolate syrup, or fruit slices.

Enjoy your Milky Fruit Shake!

Vision Statement
o To become the most beloved fruit shake brand, offering a diverse range of flavors and
customization options that cater to every palate and dietary need.
o To revolutionize the fruit shake industry by combining the goodness of nature with
modern culinary techniques, creating a unique and unforgettable experience.
o "To be the leading provider of refreshing and nutritious fruit shakes, delighting
customers one sip at a time.
o "To inspire healthier lifestyles through delicious and innovative fruit shakes.

Mission Statement
At Milky Fruit Shake, our mission is to deliver a delightful and refreshing experience through our
diverse range of fruit shake flavors. We are dedicated to using only the freshest ingredients,
ensuring every sip is bursting with natural taste and nutrition. Our goal is to satisfy the cravings
of all ages, from young children to adults, by providing healthy, delicious, and convenient
beverage options that enhance your daily routine. We strive to build lasting relationships with
our customers through exceptional quality, innovative flavors, and outstanding service. At Milky
Fruit Shake, we are committed to making every drink a little piece of fruit paradise.

Core values
 Quality First: We are committed to using only the freshest and highest-quality
ingredients in every batch of our fruit shakes. Our dedication to excellence ensures that
each serving is as delicious and nutritious as possible.
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

 Innovation in Flavor: At Milky Fruit Shake, we believe in constantly exploring new and
exciting flavors to cater to diverse tastes. Our innovative approach helps us stay ahead in
the beverage industry and keeps our customers coming back for more.
 Customer Focus: We prioritize customer satisfaction above all else. Our friendly and
attentive service aims to create a positive experience for every customer, making them
feel valued and cared for.
 Health and Wellness: We are passionate about promoting healthy living through our
natural and wholesome fruit shakes. We strive to provide options that support a
balanced diet and enhance overall well-being.
 Sustainability: We are dedicated to environmentally responsible practices. From
sourcing local ingredients to reducing waste, we aim to minimize our ecological footprint
and contribute to a greener future.
 Community Engagement: We believe in giving back to the community that supports us.
Through various initiatives and partnerships, we aim to make a positive impact and
foster strong community ties.
 Integrity and Transparency: At Milky Fruit Shake, we operate with integrity and
transparency. We are honest about our ingredients, production processes, and business
practices, earning the trust and loyalty of our customers.
 Teamwork and Collaboration: We value teamwork and collaboration. Our dedicated
team works together harmoniously to achieve our goals, ensuring that every aspect of
our business operates smoothly and efficiently.

Marketing plan
Objective:
To increase brand awareness, drive sales, and build customer loyalty by promoting the
diverse range of fruit shake flavors and highlighting the health benefits and quality of
our products.
Target Audience:
All age groups, including young children, teenagers, adults, and seniors who are health-
conscious and enjoy convenient, delicious beverages.
Marketing Strategies:
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

Digital Marketing:
 Website: Develop and maintain a user-friendly website showcasing our product
range, nutritional information, and customer testimonials.
 Social Media: Utilize platforms like Instagram, Facebook, and Twitter to share
vibrant visuals of our shakes, behind-the-scenes kitchen shots, and customer
interactions. Engage with followers through regular posts, stories, and live
sessions.
 Content Marketing: Create informative blog posts about the health benefits of
our ingredients, recipe ideas, and lifestyle tips related to wellness.
Influencer Partnerships:
 Collaborate with social media influencers and health experts to promote our
products. Offer free samples or discounts in exchange for honest reviews and
engaging content featuring Milky Fruit Shake.
Local Marketing:
 Community Events: Participate in local events, farmers’ markets, and health
expos to showcase our products and interact directly with potential customers.
 Local SEO: Optimize our online presence for local search engine queries to attract
nearby residents looking for healthy beverage options.
Public Relations:
 Press Releases: Issue press releases announcing new product launches, special
promotions, or any significant milestones achieved by Milky Fruit Shake.
 Media Outreach: Build relationships with local and national media outlets to
secure feature articles, interviews, and product reviews. Promotional Activities:
 Discounts and Offers: Run limited-time promotions, discounts, and bundle deals
to incentivize purchases and attract new customers.
 Loyalty Programs: Implement a loyalty program where customers earn points for
purchases and receive rewards, such as free shakes or exclusive discounts.
Partnerships and Collaborations:
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

 Health and Fitness Centers: Partner with gyms, yoga studios, and wellness
centers to offer Milky Fruit Shake as a healthy beverage option for their
members.
 School Programs: Develop educational programs for schools focusing on
nutrition and healthy eating, where our shakes can be featured as a part of a
balanced diet.
Performance Metrics:
 Track website traffic, social media engagement, sales figures, and customer feedback to
measure the effectiveness of our marketing efforts. Adjust strategies based on
performance data to optimize results.
Timeline:
Quarter 1: Launch digital marketing campaigns, establish social media presence, and
begin influencer partnerships.
Quarter 2: Optimize and expand digital marketing efforts based on performance metrics.
Quarter 3: Introduce new product flavors and launch local marketing initiatives.
Quarter 4: Evaluate year-end performance, plan for upcoming year, and prepare for any
holiday season promotions.

Industry Background
The beverage industry is highly competitive and dynamic, with a growing focus on
health-conscious consumers seeking natural and nutritious options. The demand for
fruit-based drinks has been increasing as people become more aware of the benefits of
fruits in their diet. This trend has led to the rise of fruit shakes and smoothies as popular
choices for breakfast, snacks, and post-workout refreshments.
The global fruit juice and shake market is projected to grow at a steady rate due to
increasing health awareness and changing dietary preferences. Key players in the
industry include large beverage companies, health food stores, and emerging brands
that focus on specialty and organic products.
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

SWOT Analysis
Strengths:
 High-quality, organic ingredients.
 Diverse range of fruit shake flavors.
 Strong brand identity focused on health.
 Excellent customer service and convenience.
 Innovative and exciting new flavors.
Weaknesses:
 Competition: The beverage industry is saturated with numerous brands offering similar
products, making it essential to differentiate through quality, innovation, and branding.
 Regulatory Environment: Compliance with food safety regulations and standards can be
challenging, especially for small businesses.
 Consumer Preferences: Keeping up with evolving consumer tastes and preferences
requires continuous innovation and market research.
Opportunities:
 Growing Demand for Healthy Options: The trend towards healthier eating presents a
significant opportunity for fruit shake businesses.
 Expanding Distribution Channels: Online sales and partnerships with grocery stores,
health clubs, and cafes can expand market reach.
 Innovative Product Development: Introducing new and unique flavors, as well as
functional beverages (e.g., protein-enhanced shakes), can create new revenue streams.
Threats:
 Intense competition in the beverage industry.
 Economic downturns affecting consumer spending.
 Regulatory compliance challenges.
 Changing consumer preferences requiring adaptation.
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

 Supply chain disruptions due to weather or pests.

 Environmental concerns and scrutiny over sustainability.

Operation plan

Ingredients:
 Fresh, organic fruits (strawberries, bananas, apples, oranges, avocados, berries,
mangoes)
 Dairy or plant-based milk (almond, soy, cow’s milk)
 Sugar or sugar substitutes (low-sugar, no-sugar options)
 Ice cubes
 Optional toppings (whipped cream, chocolate syrup, fruit slices)
Equipment Needed:
 Blender
 Measuring cups and spoons
 Freezer
 Refrigerator
 Serving glasses or cups
Production Process:
1. Ingredient Preparation:
 Wash and peel all fruits thoroughly.
 Cut fruits into manageable pieces for blending.
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

 Measure the correct amount of sugar or sugar substitute according to customer

preference.
2. Blending:
 Add the prepared fruits, measured sugar, and a scoop of ice to the blender.
 Blend on high until the mixture is smooth and creamy, ensuring no large fruit
pieces remain.
3. Topping Preparation:
 Prepare optional toppings such as whipped cream, chocolate syrup, or additional
fruit slices.
4. Serving:
 Pour the blended shake into a serving glass or cup.
 Add desired toppings.
 Serve immediately and enjoy!
Quality Control:
 Ensure each shake is well-blended and free of any large fruit pieces.
 Check the sweetness level before serving to confirm it meets customer preferences.
 Maintain cleanliness and hygiene throughout the preparation process.
Customization Options:
 Sugar Levels: Offer low-sugar, medium-sugar, and no-sugar options to cater to various
dietary needs.
 Ice: Include ice cubes for a colder drink or serve without ice for a thicker consistency.
 Toppings: Allow customers to choose from whipped cream, chocolate syrup, or
additional fruit slices to personalize their shake.

Management Organization / Duty and Function

1. Owner/Operator (CEO):
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

 Duties:
 Strategic planning and decision-making.
 Financial management, including budgeting and cash flow control.
 Ensuring overall customer satisfaction and brand reputation.
 Functions:
 Develop and implement business strategies.
 Oversee all departments and ensure alignment with company goals.
 Handle high-level customer inquiries and resolve major issues.
2. Operations Manager:
 Duties:
 Oversee daily operations, including production and quality control.
 Manage inventory and supplier relationships.
 Coordinate staff schedules and ensure efficient workflow.
 Functions:
 Supervise the preparation and blending of shakes.
 Implement quality control measures to maintain product standards.
 Optimize inventory levels to minimize waste and costs.
3. Marketing Assistant:
 Duties:
 Develop and execute marketing campaigns.
 Manage social media accounts and engage with customers.
 Conduct market research to identify trends and opportunities.
 Functions:
 Create promotional materials such as flyers, brochures, and online
content.
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

 Utilize digital platforms to increase brand visibility and attract new

customers.
 Analyze market data to inform marketing strategies.
4. Sales Associate:
 Duties:
 Interact with customers, and process payments.
 Provide excellent customer service and handle inquiries.
 Assist in inventory management and restocking supplies.
 Functions:
 Engage with customers to understand their preferences and needs.
 Efficiently process transactions and manage cash handling.
 Support the sales team in achieving revenue targets.
5. Administrative Assistant:
 Duties:
 Manage administrative tasks such as bookkeeping and scheduling.
 Handle correspondence and coordinate meetings.
 Support the operations team with logistical tasks.
 Functions:
 Maintain accurate financial records and assist with budgeting.
 Coordinate and schedule staff meetings and events.
 Assist in onboarding new employees and managing employee records.
Production Team:
1. Head of Production:
 Duties:
 Oversee the production team and ensure efficient operations.
 Maintain quality standards for all products.
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

 Train new staff members on production procedures.

 Functions:
 Supervise the preparation and blending of shakes.
 Implement safety protocols and ensure compliance with health
regulations.
 Monitor production schedules and adjust as needed.
2. Fruit Preparers:
 Duties:
 Prepare and wash fruits according to recipe specifications.
 Ensure fresh and high-quality ingredients are used.
 Functions:
 Select and prepare the finest fruits for each shake.
 Follow strict hygiene practices to maintain product quality.
Customer Service Team:
 Customer Service Representatives:
1. Duties:
1. Address customer inquiries and resolve issues promptly.
2. Provide friendly and efficient service to all customers.
2. Functions:
1. Engage with customers to gather feedback and improve services.
2. Handle complaints and turn them into positive experiences.
 Delivery Staff:
1. Duties:
1. Handle delivery orders and ensure timely transportation.
2. Confirm delivery details with customers.
2. Functions:
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

1. Deliver products safely and efficiently.

2. Coordinate with the customer service team to manage delivery
schedules.
Administrative Support:
1. Accountants:
 Duties:
 Manage financial records and prepare reports.
 Assist with budgeting and financial planning.
 Functions:
 Track income and expenses to ensure financial stability.
 Provide financial insights to support business decisions.
2. Human Resources Manager:
 Duties:
 Handle HR tasks such as hiring, training, and employee relations.
 Develop policies and manage employee benefits.
 Functions:
 Recruit and onboard new employees.
 Train staff on company policies and procedures.
 Foster a positive work environment and address any employee concerns.
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

PUNZAL,PRINCESS DAYANG M.
PUNZAL, PRINCESS DAYANG M.

Address: Payatas A. Perpetual #10 Quezon City

Contact Number: 09942807867
Email: [email protected]

OBJECTIVE

I am a diligent and quick learner, eager to learn new things and develop my own skills. My dedication
to self-improvement and my passion for continuous learning drive me to seek opportunities where I
can contribute effectively and grow professionally.

PERSONAL INFORMATION

Age: 18 yrs old Birthday: November 22, 2006

Gender: Female Religion: Roman Catholic

ACADEMIC BACKGROUND

Elementary School: Caritas Bukid Kabataan Elementary School

Junior High School: North Fairview High School
Senior High School: Fiore Del Carmelo School

SKILLS

 Microsoft Word Time-Management Creative skills

 Effective Communication Microsoft Power Point
 Team Work Problem Solver

CHARACTER REFERENCES
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

Financial Plan

Financial Plan for Milky Fruit Shake (Small Business)

1. Revenue Projections:
 Monthly Revenue: PHP 2,500,000 - PHP 3,750,000
 Annual Revenue: PHP 30,000,000 - PHP 45,000,000
2. Expense Projections:
 Fixed Expenses:
 Rent: PHP 3,000/month
 Utilities: PHP 1,500/month
 Insurance: PHP 500/month
 Salaries (Owner/Operator, Operations Manager, Sales Associate, Administrative
Assistant): PHP 150,000/year each
 Total Fixed Expenses: PHP 6,000/month
 Variable Expenses:
 Ingredients (fruits, milk, sugar, etc.): PHP 10,000/month
 Equipment Maintenance: PHP 500/month
 Marketing and Advertising: PHP 2,000/month
 Supplies (cups, lids, straws, etc.): PHP 1,000/month
 Total Variable Expenses: PHP 13,500/month
 Total Monthly Expenses: PHP 19,500
3. Profit Projections:
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

 Monthly Profit: PHP 1,500,000 - PHP 2,250,000

 Annual Profit: PHP 18,000,000 - PHP 27,000,000
4. Cash Flow Statement:
Cash Flow Statement for Q1:
Cash Outflow
Description Cash Inflow (PHP) Net Cash Flow (PHP)
(PHP)
Sales Revenue 2,500,000 2,500,000
Accounts Payable 10,000 -10,000
Inventory Purchase 5,000 -5,000
Utilities 1,500 -1,500
Rent 3,000 -3,000
Salaries 15,000 -15,000
Marketing
2,000 -2,000
Expenses
Total Cash Flow 2,500,000 32,500 1,167,500
5. Break-Even Analysis:
 Fixed Costs per Month: PHP 6,000
 Desired Monthly Profit: PHP 3,000
 Total Monthly Costs: PHP 9,000
 Selling Price per Shake: PHP 5
 Variable Cost per Shake: PHP 2
 Contribution Margin per Shake: PHP 3
 Break-Even Point (in shakes): 3,000 shakes/month
6. Funding Requirements:
 Initial Start-Up Costs: PHP 1,000,000 (rental deposit, equipment, initial inventory,
marketing)
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263

 Working Capital Needs: PHP 500,000 (to cover initial operational costs)
 Total Initial Funding Required: PHP 1,500,000
7. Investment Returns:
 Projected Annual Profit: PHP 18,000,000 - PHP 27,000,000
 Expected Return on Investment (ROI): 300% - 400% of initial investment
8. Risk Management:
 Insurance Coverage: Property insurance, liability insurance, health insurance for
employees
 Contingency Plan:
 Identify potential risks (supply chain disruptions, economic downturns)
 Develop mitigation strategies (diversify suppliers, reduce fixed costs)
9. Financial Metrics:
Current Ratio: 2:1 (current assets to current liabilities)
 Quick Ratio: 1.5:1 (liquid assets to current liabilities)
 Debt-to-Equity Ratio: 0.5:1 (total liabilities to shareholders’ equity)
 Milky Fruit Shake: A Refreshing Delight
6 Dona Lucia St. Dona Carmen Subdivision Commonwealth, 1121 Quezon City
(02) 461-3278/ (02) 283-9263