Building tangible business plans has been an addiction of mine since my first formal one created in 2008. Since then I have improved upon the basic concept and started including a marketing portfolio as well. And now all of my students get to use my digital blueprints to help them in creating their first Business/Marketing Portfolios.
What you need to get started:
- A three ring binder
- Plastic sheet covers
- Dividers (if you like)
- Print outs of your plan to insert
What are just the basics of what goes in it?
- A professional looking title page complete with your info, tagline & branding
- Print outs of your Bio, Mission and Company Summary
- Your ideas for, or current menu of, products and services
- All financial information on your business and projections that you can gather
- A nice timeline with goals you want to complete.
Additionally you should include:
- A full analysis of your preferred target market
- A detailed marketing plan of how you will acquire your clients or consumers
- Digital copies of all your printed marketing materials (Business Card, brochure...)
- Administration forms
- Welcome emails
- Client retention plans
- Your certifications, licenses, insurance...
It is so nice to have all of your plans and materials in one place. It also looks good when you go to speak with investors and/ or you need to find information quickly.
Got something you'd like to add that I am missing? Let us know in the comments.
Happy planning!
Heather Meglasson
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