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Service Offer Template
June 2015
Building/Land name:Address:
1. Getting started
Organisation name:
Contact person:
Address:
Telephone number:
Email address:
2. Executive summary
Product or service summary
Product or service aims
Financial summary
3. Planning
Short term plan?
Long term plan?
Back up plan?
Other options?
What will the proposals achieve over the next few years?
Year 1
Year 2
Year 3
4. Elevator pitch
The product or service name
Strapline
Elevator pitch
What date will your product or service start?
5. Products & services
What are you going to sell?
(to indicate please tick). / YES / NO
A product
A service
Both
Describe the basic product or service you are going to sell?
Described the different types of product or service you are going to be selling?
If you are not going to sell all your products or services at the start, explain why not and when will you start selling?
Additional information
6. Pricing
Product or service
Number of units
Product or service components
Total product or service cost
Cost per unit
Price per unit
Profit margin £
Profit margin %
Mark up %
Additional information
7. Customers
Are your customers? / YES / NO
Individuals
Businesses
Both
Describe your typical customer? – provide comments on the potential number available.
Where are your customers based?
What prompts your customers to buy your product or service?
What factors help your customers choose which business they buy from?
Have your sold your products or services to customers already? (please tick to indicate). / YES / NO
If yes please give details.
Have your got customers waiting to buy your product of service? (please tick to indicate). / YES / NO
If yes please give details.
How will customers buy your product or service? – ie. through the internet, shop, or other?
Why would customers choose your product or service over your competitors?
Is your marketing currently in decline or undergoing growth? (please tick to indicate. / Growth / Decline
If in decline, please explain how this will be managed?
Additional information.
8. Market research
Key findings from desktop research?
Key findings from field research? – customer questionnaires if any.
Key findings from field research? – test trading if any.
Additional information.
9. Competitor Analysis
My proposal / Competitor A / Competitor B / Competitor C
Product or service
Price
Availability
Reputation
Delivery
Location
Special offers
After sales
Strengths
Weaknesses
Unique selling point
Promotion or sales
My product or service is better than each of my competitors because?
Competitor A
Competitor B
Competitor C
10. Marketing strategy
Method / Type of advertising or promotion / Success to be measured by / Method used by competitors
YES / NO
/ Budget
Method 1 /
/ £
Method 2 /
/ £
Method 3 /
/ £
Method 4 /
/ £
Method 5 /
/ £
Method 6 /
/ £
TOTAL Budget / £
11. Sales
Customer / Items required / Payment arrangements / Price
Total Income
Additional information
12. Start up costs
Name and location of supplier / Items required / Payment arrangements / Price
Total Budget
Additional information
13. Variable costs
Name and location of supplier / Items required and price / Payment arrangements / Price
Total Budget
Additional information
14. Fixed costs
Items / Detail/Supplier / Payment arrangements / Price
Premises / £
Transport / £
Legal / £
Insurance / £
Loan interest / £
Total Budget
Staffing & costs
Level / Describe role / Number of staff / Salary
Strategic / £
Managerial / £
Managerial / £
Operational / £
Operational / £
Operational / £
Operational / £
Trainee / £
Trainee / £
Apprentice / £
Apprentice / £
Support Staff / £
Total budget / £
Additional information
15. Current business assets
Name / Detail / Payment arrangements / Amount
£
£
£
£
£
Additional information
16. Future business assets
Name / Detail / Payment arrangements / Amount
£
£
£
£
£
Additional information
17. Funding & grants
Name / Detail / Payment arrangements / Amount
£
£
£
£
£
Additional information
17. Cashflow
Must be provided, the excel version is available via the link
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Contingency PlanWhat do you consider to be the main risk to your proposals?
What would be the likely effect of each of the risks identified and what you do to reduce and overcome these risks?
Business plan prepared by:
Name (Print): / (Sign):Position in Organisation:
Date: