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Sample Presentation

This document provides an overview of a business proposal, including: - An executive summary that outlines the company's services and objectives. - Descriptions of the company, services, market analysis, marketing strategy, and financial plan. - Details on the mission, vision, values, guiding principles, team, facilities, and SWOT analysis. - Sections on the legal form, timeline, track record, board of directors, and organization structure.

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0% found this document useful (0 votes)
81 views74 pages

Sample Presentation

This document provides an overview of a business proposal, including: - An executive summary that outlines the company's services and objectives. - Descriptions of the company, services, market analysis, marketing strategy, and financial plan. - Details on the mission, vision, values, guiding principles, team, facilities, and SWOT analysis. - Sections on the legal form, timeline, track record, board of directors, and organization structure.

Uploaded by

Noah
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 74

Business

Proposal

Address:
Phone:
Hotline:
Content

1 Executive Summary 6 Financial Plan

2 Company Description 7 Conclusions

3 Services 8 Elevator Pitch

4 Market Analysis 9 Additional Slides

Marketing Strategy and


5 Implementation
Executive
Summary
Presentations are communication
tools that can be used as lectures.
Executive
Summary
Write your company name above and an
intriguing summary of what your
company does here.
Executive Summary
SALES
Lorem ipsum dolor sit amet, consectetuer adipiscing elit.
Aenean commodo ligula eget dolor. Aenean massa. Cum Nam quam nunc, blandit vel, luctus pulvinar,
sociis natoque penatibus et magnis dis parturient montes, hendrerit id, lorem. Maecenas nec odio et
nascetur ridiculus mus. Donec quam felis, ultricies nec, ante tincidunt tempus.
pellentesque eu, pretium quis, sem. Nulla consequat massa
quis enim. Donec pede justo, fringilla vel, aliquet nec,
QUALITY CONTROL
vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, Nam quam nunc, blandit vel, luctus pulvinar,
venenatis vitae, justo. Nullam dictum felis eu pede mollis hendrerit id, lorem. Maecenas nec odio et
pretium. Integer tincidunt. Cras dapibus. Vivamus elementum ante tincidunt tempus.
semper nisi. Aenean vulputate eleifend tellus.
Nulla consequat massa quis enim. Donec pede justo, fringilla CUSTOMER PROGRAM
vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus
Nam quam nunc, blandit vel, luctus pulvinar,
ut, imperdiet a, venenatis vitae, justo. Nullam dictum felis eu
hendrerit id, lorem. Maecenas nec odio et
pede mollis pretium. Integer tincidunt. Cras dapibus.
ante tincidunt tempus.
Vivamus elementum semper nisi.
Business Objectives

01 02
Best Quality Innovations

Nam quam nunc, blandit vel, Nam quam nunc, blandit vel,
luctus pulvinar, hendrerit id, lorem. luctus pulvinar, hendrerit id, lorem.
Maecenas nec odio et ante Maecenas nec odio et ante
tincidunt tempus. tincidunt tempus.

03 04
Happy Customer Best Services

Nam quam nunc, blandit vel, Nam quam nunc, blandit vel,
luctus pulvinar, hendrerit id, lorem. luctus pulvinar, hendrerit id, lorem.
Maecenas nec odio et ante Maecenas nec odio et ante
tincidunt tempus. tincidunt tempus.
Mission
Mission, Strategy is how your methods, time, and resources come

Vision,
into play to fulfil your company mission and vision.

Vision
and Values Tactics are the specific methods, resources, and
techniques you will need to accomplish your strategy.

Values
Execution is how you will employ the tactics you’ve chosen.
It includes measurable outcomes, such as timelines and deliverables.
Guiding Principles

Reliability Happy our Stuff


Nam quam nunc, blandit vel, luctus Nam quam nunc, blandit vel, luctus
pulvinar, hendrerit id, lorem. Maecenas nec pulvinar, hendrerit id, lorem. Maecenas nec
odio et ante tincidunt tempus. Donec vitae odio et ante tincidunt tempus. Donec vitae
sapien ut libero venenatis faucibus. sapien ut libero venenatis faucibus.

Best Services Happy Customers


Nam quam nunc, blandit vel, luctus Nam quam nunc, blandit vel, luctus
pulvinar, hendrerit id, lorem. Maecenas nec pulvinar, hendrerit id, lorem. Maecenas nec
odio et ante tincidunt tempus. Donec vitae odio et ante tincidunt tempus. Donec vitae
sapien ut libero venenatis faucibus. sapien ut libero venenatis faucibus.
The Company

Presentations are communication


tools that can be used as lectures.
The
Company
Write your company name above and an
intriguing summary of what your
company does here.
Company Descriptions

There is no substitute
for hard work

Lorem ipsum dolor sit amet, consectetuer adipiscing elit.


Aenean commodo ligula eget dolor. Aenean massa. Cum
sociis natoque penatibus et magnis dis parturient montes,
nascetur ridiculus mus. Donec quam felis, ultricies nec,
pellentesque eu, pretium quis, sem. Nulla consequat massa
quis enim. Donec pede justo, fringilla vel, aliquet nec,
vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a,
venenatis vitae, justo. Nullam dictum felis eu pede mollis
pretium. Integer tincidunt. Cras dapibus. Vivamus elementum
semper nisi. Aenean vulputate eleifend tellus.
Legal Form

Registration Standarts
Nam quam nunc, blandit vel, luctus
pulvinar, hendrerit id, lorem. Maecenas nec
TUV ISO ESA
odio et ante tincidunt tempus. Donec vitae 2009

sapien ut libero venenatis faucibus.


Company Timeline

6/7/ 2014 3/8/ 2015 1/9/ 2016 9/10/ 2016


Important Title Important Title Important Title Important Title

Nam quam nunc, blandit Nam quam nunc, blandit Nam quam nunc, blandit Nam quam nunc, blandit
vel, luctus pulvinar, vel, luctus pulvinar, vel, luctus pulvinar, vel, luctus pulvinar,
hendrerit id, lorem. hendrerit id, lorem. hendrerit id, lorem. hendrerit id, lorem.
Maecenas nec odio et ante Maecenas nec odio et ante Maecenas nec odio et ante Maecenas nec odio et ante
tincidunt tempus. tincidunt tempus. tincidunt tempus. tincidunt tempus.
40

30

Traction 20

Where is your company currently at?


10
Visualize with a graph to highlight
important developments.
0
Item 1 Item 2 Item 3 Item 4
Track Records

10,000 13,000
Likes Comments

3,000 50,000 1,000


Likes Viewers Subscribers
Board of Directors

Cristopher Johnson Sheen Collins Eva Smith


Company CEO Company CEO Company Co-Owner
Experience: 15 years Experience: 8 years Experience: 10 years

Donec vitae sapien ut libero Donec vitae sapien ut libero Donec vitae sapien ut libero
venenatis faucibus. Nullam quis venenatis faucibus. Nullam quis venenatis faucibus. Nullam quis
ante. Etiam sit amet orci eget ante. Etiam sit amet orci eget ante. Etiam sit amet orci eget
eros faucibus tincidunt. eros faucibus tincidunt. eros faucibus tincidunt.
Center and Facilities
Our offices
Our work is the
presentation of our
capabilities

Lorem ipsum dolor sit amet, consectetuer adipiscing elit.


Aenean commodo ligula eget dolor. Aenean massa. Cum
sociis natoque penatibus et magnis dis parturient
montes, nascetur ridiculus mus. Donec quam felis,
ultricies nec, pellentesque eu, pretium quis, sem. Nulla
consequat massa quis enim. Donec pede justo, fringilla New York U.S.A Beijing China
vel, aliquet nec, vulputate eget, arcu. Berlin Germany Melbourne Australia
Buenos Aires Argentina
Company Organization
HEAD OFFICE

CREATIVE MANAGEMENT DEVELOPMENT

ADMINISTRATIVE

LOGISTIC
Team

Tim Burton Marion Smith Kelly Stone


Designer Account Manager Office Manager

Michael Rodrigues Oli Climpson Franco Banally


Art Director Designer IT Developer
Team

Tim Burton Marion Smith Kelly Stone


Designer Account Manager Office Manager

Michael Rodrigues Oli Climpson Franco Banally


Art Director Designer IT Developer
S.W.O.T Analysis

Opportunities

The economy

Nam quam nunc, blandit vel, luctus pulvinar, hendrerit id,


lorem. Maecenas nec odio et ante tincidunt tempus. Donec
vitae sapien ut libero venenatis faucibus.
Funding sources

Nam quam nunc, blandit vel, luctus pulvinar, hendrerit id,


lorem. Maecenas nec odio et ante tincidunt tempus. Donec
vitae sapien ut libero venenatis faucibus.
S.W.O.T Analysis

Threats

Demographics

Nam quam nunc, blandit vel, luctus pulvinar, hendrerit id,


lorem. Maecenas nec odio et ante tincidunt tempus. Donec
vitae sapien ut libero venenatis faucibus.
Future trends

Nam quam nunc, blandit vel, luctus pulvinar, hendrerit id,


lorem. Maecenas nec odio et ante tincidunt tempus. Donec
vitae sapien ut libero venenatis faucibus.
Competitive Analysis
AMBULANCE

PHYSIOTHERAPY UREHAB NURSING


Reason 1
Why is “now” the best time for your company to
rise and go to the next level?

Problems Reason 2
What are the trends these days that make your
List the reasons that it's the product or service possible?
right time for your product or
service. Reason 3
Detail the opportunities in the market that have
arisen that will make this possible.
Solution 1
Describe how you envision to solve the problems
you previously shared.

Utopia Solution 2
Communicate big value conveniences and be
List 3-5 ways your company
truly straight forward.
proposes to
solve them. Solution 3

PITCH DECK V 1.0


Be very clear so you can smoothly jump next to
introducing your product.
The Services

Presentations are communication


tools that can be used as lectures.
The
Services
Write your company name above and an
intriguing summary of what your
company does here.
Our Services

01 02 03
Service
One

Description:
Service Two

Description:
Service Three

Description:

Nam quam nunc, blandit vel, Nam quam nunc, blandit vel, Nam quam nunc, blandit vel,
luctus pulvinar, hendrerit id, luctus pulvinar, hendrerit id, luctus pulvinar, hendrerit id,
lorem. Maecenas nec odio et lorem. Maecenas nec odio et lorem. Maecenas nec odio et
ante tincidunt tempus. ante tincidunt tempus. ante tincidunt tempus.
Achievements
Image Title Image Title

Nam quam nunc, blandit vel, Nam quam nunc, blandit vel,
luctus pulvinar, hendrerit id, luctus pulvinar, hendrerit id,
lorem. Maecenas nec odio et lorem. Maecenas nec odio et
ante tincidunt tempus. ante tincidunt tempus.

Image Title Image Title

Nam quam nunc, blandit vel, Nam quam nunc, blandit vel,
luctus pulvinar, hendrerit id, luctus pulvinar, hendrerit id,
lorem. Maecenas nec odio et lorem. Maecenas nec odio et
ante tincidunt tempus. ante tincidunt tempus.
Achievements

Write Your Headline


Here

Client:
Mega Corp.
Description:
Nam quam nunc, blandit vel, luctus pulvinar,
hendrerit id, lorem. Maecenas nec odio et ante
tincidunt tempus. Donec vitae sapien ut libero
venenatis faucibus.
Achievements

Write Your
Headline Here

Client:
Mega Corp.
Description:
Nam quam nunc, blandit vel, luctus pulvinar,
hendrerit id, lorem. Maecenas nec odio et ante
tincidunt tempus. Donec vitae sapien ut libero
venenatis faucibus.
Colloboration & Partnerships

Participant #1 Participant #2 Participant #3


Single Wave Energy Bright Media

Nam quam nunc, blandit vel, luctus Nam quam nunc, blandit vel, luctus Nam quam nunc, blandit vel, luctus
pulvinar, hendrerit id, lorem. pulvinar, hendrerit id, lorem. pulvinar, hendrerit id, lorem.
Maecenas nec odio et ante tincidunt Maecenas nec odio et ante tincidunt Maecenas nec odio et ante tincidunt
tempus. tempus. tempus.

Participant #3 Participant #3 Participant #4


Alley Life Track Silver

Nam quam nunc, blandit vel, luctus Nam quam nunc, blandit vel, luctus Nam quam nunc, blandit vel, luctus
pulvinar, hendrerit id, lorem. pulvinar, hendrerit id, lorem. pulvinar, hendrerit id, lorem.
Maecenas nec odio et ante tincidunt Maecenas nec odio et ante tincidunt Maecenas nec odio et ante tincidunt
tempus. tempus. tempus.
Training Program

Write Your Headline


Here

Client:
Mega Corp.
Description:
Nam quam nunc, blandit vel, luctus pulvinar,
hendrerit id, lorem. Maecenas nec odio et ante
tincidunt tempus. Donec vitae sapien ut libero
venenatis faucibus.
Activities

Write Your Headline


Here

Client:
Mega Corp.
Description:
Nam quam nunc, blandit vel, luctus pulvinar,
hendrerit id, lorem. Maecenas nec odio et ante
tincidunt tempus. Donec vitae sapien ut libero
venenatis faucibus.
Market
Analysis
Presentations are communication
tools that can be used as lectures.
Market
Analysis
Write your company name above and an
intriguing summary of what your
company does here.
Positioning Statement

PRODUCT Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula
eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis.

CATEGORY Nam quam nunc, blandit vel, luctus pulvinar, hendrerit id, lorem. Maecenas nec
odio et ante tincidunt tempus.

TARGET CUSTOMER Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula
eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis.

VALUE PROPOSITION Nam quam nunc, blandit vel, luctus pulvinar, hendrerit id, lorem. Maecenas nec
odio et ante tincidunt tempus.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula
REASON
eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis.

DIFFERENTIATION Nam quam nunc, blandit vel, luctus pulvinar, hendrerit id, lorem. Maecenas nec
odio et ante tincidunt tempus.
The Market

Write Your
20% 20% Headline Here

Lorem ipsum dolor sit amet, consectetuer adipiscing elit.


Aenean commodo ligula eget dolor. Aenean massa.
Share of Cum sociis natoque penatibus et magnis dis parturient
35% Market montes, nascetur ridiculus mus.

Local Freelance
60% 1 Agencies 2 Workers

Small Network
3 Studios 4 Agencies
Pricing Strategy

Low Quality High Quality

Write Your Headline Here


MARKET
PENETRAT
Low Price

ECONOMY
ION Lorem ipsum dolor sit amet, consectetuer adipiscing elit.
Aenean commodo ligula eget dolor. Aenean massa. Cum
sociis natoque penatibus et magnis dis parturient montes,
nascetur ridiculus mus. Donec quam felis, ultricies nec,
High Price

pellentesque eu, pretium quis, sem. Nulla consequat


SKIMMING PREMIUM massa quis enim. Donec pede justo, fringilla vel, aliquet
nec, vulputate eget, arcu. In enim justo, rhoncus ut,
imperdiet a, venenatis vitae, justo.
Unique Selling Proposition (USP)

Who buys your product?


MARKET Luctus pulvinar, hendrerit id, lorem. Maecenas
nec odio et ante tincidunt tempus.

What will the buyer use it for?


NEEDS
Maecenas nec odio et ante tincidunt tempus.

What does your product do that others don't?


PRODUCT What problem does it solve?
RISKS
Luctus pulvinar, hendrerit id, lorem.

How does your product solve the problem and


SOLUTION remove risks? Nam quam nunc, blandit vel,
luctus pulvinar, hendrerit id.
Competitive Edge
Innovation Long term contracts
Nam quam nunc, blandit vel, luctus Nam quam nunc, blandit vel, luctus
pulvinar, hendrerit id, lorem. Maecenas nec pulvinar, hendrerit id, lorem. Maecenas nec
odio et ante tincidunt tempus. odio et ante tincidunt tempus.

Leadership Product enhancement


Nam quam nunc, blandit vel, luctus Nam quam nunc, blandit vel, luctus
pulvinar, hendrerit id, lorem. Maecenas nec pulvinar, hendrerit id, lorem. Maecenas nec
odio et ante tincidunt tempus. odio et ante tincidunt tempus.

Integrity Sustainability
Nam quam nunc, blandit vel, luctus Nam quam nunc, blandit vel, luctus
pulvinar, hendrerit id, lorem. Maecenas nec pulvinar, hendrerit id, lorem. Maecenas nec
odio et ante tincidunt tempus. odio et ante tincidunt tempus.
Financial
Plan
Write your company name above and an
intriguing summary of what your
company does here.
Financial Plan
Break-even Analysis

20000 Break-even
Analysis

10000 Monthly Revenue


$10000
Break-even

0
Average Percent
3%
Variable Cost
-10000
Estimated
Monthly Fixed $10000
-20000 Cost
$0 $5000 $10000 $15000
Start-Up Assets & Expenses
Start-Up Assets Start-Up Expences

Office Rent $5000 Graphic Design Services $1000

Equipment Sample 1 $1200 Permits + Lease Deposit $1200

Equipment Sample 2 $800 Contingency $8000

Equipment Sample 3 $300 Outdoor Sign $3000

Equipment Sample 4 $400 Working Capital $130.000

Freelance Workers $500 Pre Opening Expenses $5000

Total $8.200 Total $148.200

Total Required Start-Up Costs $ 156.400


Source and Use of Funds
Source Use of Funds

Sources of Funds Buildings/real estate $1000

Owners' and other investments $170.000 Leasehold improvements $1200

Bank loans $200.000 Capital equipment $8000

Other loans - Location/administration expenses $3000

Total Source of Funds $370.000 Working Capital $130.000

Advertising/promotional expenses $5000

Total $370.000

Total Use of Funds $ 370.000


Projected Profit and Loss
PROJECTED PROFIT
YEAR ONE YEAR TWO YEAR THREE
AND LOSS
Income
Sales $25,872 $26,648 $27,448
Cost of Goods Sold $38,304 $39,453 $40,637
Gross Profit $46,848 $48,253 $49,701
Expenses
Accounting / Legal $25,872 $26,648 $27,448
Bad Debts $38,304 $39,453 $40,637
Shrinkage $46,848 $48,253 $49,701
Credit Card Fees $25,872 $26,648 $27,448
Rent $38,304 $39,453 $40,637
Salaries $46,848 $48,253 $49,701
Wages $46,848 $48,253 $49,701
Total Expenses: $38,304 $39,453 $40,637

Net Profit: $38,304 $39,453 $40,637


Projected Balance Sheet
PROJECTED
YEAR ONE YEAR TWO YEAR THREE
BALANCE SHEET
Assets
Current Assets $25,872 $26,648 $27,448
Total Current Assets $38,304 $39,453 $40,637
Long Term Assets $46,848 $48,253 $49,701
Total Long Term Assets
Total Assets
Liabilities and Capital
Current Liabilities $25,872 $26,648 $27,448
Subtotal Current Liabilities $38,304 $39,453 $40,637
Total Liabilities $46,848 $48,253 $49,701
Total Capital $25,872 $26,648 $27,448
Total Liabilities and Capital $38,304 $39,453 $40,637
Net Worth: $38,304 $39,453 $40,637
Ratio Analysis
Ratio Analysis Year 1 Year 2 Year 3 Industry Profile
Financial Ratios 1.5 1.5 1.5 1.5
Quick Ratio 1.2 1.2 1.2 1.2
Current Ratio 1.45 1.45 1.45 1.45
---
Income Statement
Gross Sales 28% 28% 28% 28%
Gross Profit 36% 36% 36% 36%
Operating Income 16% 16% 16% 16%
Balance Sheet
Cash 28% 28% 28% 28%
Accounts Receivable 36% 36% 36% 36%
Inventory 16% 16% 16% 16%
---
Net Worth 36% 36% 36% 36%
Total 100% 50% 50% 50%
Develop Deep Insights About
Your Customers Using Buyer
Personas
Buyer personas are semi-fictional representations of your target customers. These
personas are based on market research and real
data about the people you are targeting. Two to three buyer
personas are ideal. The more detailed the buyer persona, the better.
•Problem •Solution •Unique Value •Unfair Advantage •Customer Segments
What problems are people How will you solve these Proposition
facing? List their top 3 problems? Write down a solution How will you turn an unaware What separates you from Create 3 to 4 personas of the
frustrations. for each problem. visitor into an interested competitors? What makes you people you can help. Visualize
customer? Create a clear and ahead of the pack? these people who will turn to you
compelling one-liner message for solutions.
you want to send across.

•Existing Alternatives •Key Metrics •High Level Concept •Channels •Early Adopters
How will you measure the How will you reach your target What are the specific
success of your product or consumers? Direct marketing, characteristics of your early
How are these problems solved How does your product or service
service? List the key metrics. social media, ads, partnerships adopters?
today? This can be a direct fit into the grand scheme of
competitor to what you are things? — identify the effective ways
offering or the existing ways to reach them.
people are employing to address
their problems.

•Cost Structure •Revenue Streams


What are the fixed and variable costs to launch your product or service? Consider the cost at What money sources will grow your money? How will you generate income? Show a pricing
each stage from setting up a website, hiring employees, production, marketing, and bringing model of your product or service and include other revenue sources, such as sales and
them to consumers. subscription fees.
Company name
Direct Company name
Competitors
Company name

Company name
Indirect Company name
Competitors
Company name
DISCUSSION OUTLINE

Innovation distinguishes
between a leader and
a follower.
STE V E J OB S
CHALLENGES AND OPPORTUNITI ES
The Current Landscape
Presentations are communication
tools that can be used as lectures.
The Digital
Evolution
SOC IAL M ED I A
Presentations are communication tools.

ART IFICIA L I NT E L LI GE N CE

McDowell Digital Media,


Presentations are communication tools.

B IG D ATA

Inc. | 202)
Presentations are communication tools.
How do we keep up?
CO N STA N T E VO LU T ION !
TRADITIONAL ADVERTISING

Presentations are communication tools that


can be used as lectures.

ADVERTISING TODAY

Presentations are communication tools that


can be used as lectures.
No Way to Go but
Digital
AN URGENT MATTER

Presentations are communication tools that


can be used as lectures.
FA C EB OO K IN STA GR AM TW ITT ER

Presentations are tools that Presentations are tools that Presentations are tools that
can be used as lectures. can be used as lectures. can be used as lectures.

Social Media Platforms


Presentations are communication tools that
can be used as lectures.

This is McDowell

McDowell Digital Media,


Inc. | 202)
Contact Us
123-456-7890

[email protected]

www.reallygreatsite.com

PITCH DECK V 1.0


Pitch Deck
Write your company name above and an
intriguing summary of what your
company does here.

PITCH DECK v01


Advantage 1
Visualize your competitive advantages usinga quadrant for easy scanning.

Advantage 2
How is the landscape differentiated and what makes you different.

Advantage 3
What can you do better than your competition? How will you outperform them?
PITCH DECK V 1.0

Advantage 4
A company with strong competitive advantages are likely to survive in the long
term.
Business or Through a graph, timeline, or chart, present the

Revenue viability of your product or service and tell how


your company will make money and achieve

Model goals.

If you have plenty of ways to make money, focus


Show the ways your company on one main method, such as subscription, or ads.
plans to make money.

Touch upon key metrics here too, such as Life


Time Value (LTV) and Customer Acquisition
Cost (CAC).
1.9 Billion
1.9 Billion
TOTAL AVAILABLE MARKET (TAM)

Size the Market


53 M
Apply the two ways to size the market - top
1.9 Billion
SERVICEABLE AVAILABLE MARKET (SAM)
down or bottom up. Some sizing jargons are
TAM, SAM, and SOM.

10.6M
1.9 Billion
SERVICEABLE OBTAINABLE MARKET (SOM)
Birth of your •Step 1

company 2017
A simple timeline on how your company
came to be is a helpful way of visualizing •Step 2
your origin story.
2018
•Step 3

2019

•Next steps
PITCH DECK V 1.0
SWOT •Strengths
•What advantages does your company have? What do you do better than

Analysis
anyone else? What are your unique selling points?

•Weaknesses
Find Your Competitive Position •What areas can you improve on? What does your company lack? What
things do your competitors do better than you?
with a SWOT Analysis

YOUR COMPANY NAME


•Opportunities
•What changes in technology, policies, and social patterns can be a growth
opportunity for the company?

•A SWOT analysis maps out your company’s path towards


your goals by identifying strengths and weaknesses (internal
•Threats
attributes) and opportunities and threats (external conditions).
Uncover your company's competitive position with these •What are the obstacles to your company’s growth? Who are your
guiding questions. Use the blank framework on the next page competitors? What changing factors can threaten your company's position?
to start filling out your own SWOT analysis.
Funnel Chart
Visualize Your Company's Weak
Points with a Pirate Funnel

•The Pirate Funnel is a customer-lifecycle framework by Dave


McClure that shows what you need to focus on to optimize your
marketing funnel. It is called a Pirate Funnel because the first letters
spell out AAARRR for Awareness, Acquisition, Activation,
Retention, Referral, and Revenue. Use the blank framework on the
next page to start filling out your own pirate metrics.
YOUR COMPANY NAME
STRATEGY

•Strategy is how your methods, time, and resources come into play to fulfil your company mission and vision.

TACTICS

•Tactics are the specific methods, resources, and techniques you will need to accomplish your strategy.

EXECUTION

•Execution is how you will employ the tactics you’ve chosen. It includes measurable outcomes, such as timelines and deliverables.
STRATEGY

•Strategy is how your methods, time, and resources come into play to fulfil your company mission and vision.

TACTICS

•Tactics are the specific methods, resources, and techniques you will need to accomplish your strategy.

EXECUTION

•Execution is how you will employ the tactics you’ve chosen. It includes measurable outcomes, such as timelines and deliverables.
Target Market
Who are the customers you want to cater to?

Target Market 1
What are their profiles and visual personas?

Target Market 2
Visualize the people who will turn to you for solutions.
Problem
List 3-5 problems your company observes and wants to solve.

Problem 1
Give a striking overview of the problem and explain it briefly.

Problem 2
Elaborate on how this negatively impacts people and their experiences.

Problem 3
Frame the problems effectively as it will set the stage of your entire pitch.
Testimonials
Share any customer testimonials, case studies, expert quotes,
competitive advantages, and any other extra benefits that make
your product or service worth trusting and purchasing.

“I love this product. What a lifesaver!” - Corey Gates

“This product changes the game for real." - Dylan Walter

“Why have I not heard about this before?" - Erin Grey

"Free shipping for a year is incredible!" - Jules Dakota


What's Happening
Next
Cultivate the interest in your
product or service by giving your
customers something to look
forward to.

Share upcoming upgrades or additional


features you have in mind for your product or
service. Give timelines too on when they can
expect these. Your Company Name

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