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Strategy and Implementation Summary
What is your general line of attack to make your business a winner and how will you accomplish this?
Investment Management Service Marketing Strategy
What are the real ways you are going to employ in order to promote your Investment Management Service business to your existing and prospective customers. You can as well add the expenditure involved in doing this and strategies involved in lowering your marketing outlay and how your marketing strategy can target your clients better. For example if you are using Pay Per Click as a approach to go for Investment Management Service clients you might use long tail keyword search phrases significantly than succinct generic words. This ought to drive down your PPC overheads as well as laser targeting your customers; although it will of course take longer to set up. Read more about marketing strategy.
Investment Management Service Pricing Strategy
How did you work out your price points products and services? Are you going to use cost-plus pricing, limit pricing, loss leaders, market-oriented pricing, penetration pricing, price discrimination, premium pricing, predatory pricing, contribution margin-based pricing, psychological pricing, dynamic pricing, target pricing, absorption pricing, high-low pricing, marginal-cost pricing, odd pricing, freemium or pay what you want pricing?
Check out this article on pricing up your products
Promotion Strategy
What promotion strategies are you going to put into practice to get the sound out regarding your products and services to your possible clients - are you going to do media releases, run events, networking, sales pitches, follow-ups, have promotional products?
Business Competitive Edge
Do you have some advantage over your opposition that you can exploit to your benefit? Are you able to keep your expenditure lower than your competition so that you are continuously the cheapest? Do you have a superlative position? Are you the pioneer or the only one to supply a service or product? Are you capable of staying ahead of the competition and if so what enables you to do this? Do you have a good identifying mark, trademarks, patents or a licence?
Web Strategy
Are you going to have no website whatsoever or an all singing and dancing website with bells and whistles on? In most scenarios it's going to be something in-between these two, and you ought to deliberate long and hard where your business is going to position itself. You can pay a quick visit to this website and get more info on the subject of putting your Investment Management Service business online.
Sales Strategy
How are you going to get sales for your Investment Management Service business in the first place and how are you going to expand or uphold sales as time goes on? How much is every sale going to cost you? Make certain you know what questions to ask of your would-be patrons and know the answers to likely questions they will ask you. How are you going to create an association with your clients to get yet to come sales from them? How are you going to scrutinize your sales? Do you want to increase your sales?
Formulating a good business proposal will increase your chances of getting a sale. Use this sample Investment Management Service business proposal to assist you.
Management Summary
Management Team
Who are the most important players in your company?
Investment Management Service Organizational Structure
What is the structure of your company - who is the manager of each division in your business?
Personnel Plan
This ought to be a list of everyone in your business, how much they get paid and what if any share options they have for now and in the future. You can also add what type of contracts they have, long and short term and whether that is expected to change in the future or not.
Investment Management Service Financial Plan
Will you deliver all your own funding or will it be a combination of your wealth, bank loans, or angel investors? Do you need help in writing your financial plan?
Investment Management Service Break Even Analysis
How long will it take to get your capital investment back through sales of your products and services. You ought to represent this in graphical form. You can obtain free breakeven analysis including a spreadsheet and simple examples.
Investment Management Service Profit and Loss
You can denote this usually in the form of a monthly and yearly bar chart as well as tables. Obviously these should be revised as your business goes along on a monthly basis. You can obtain a free profit and loss spreadsheet to assist you.
Investment Management Service Cash Flow
You should have charts and tables to present your cash balance and your net cash flow. Download a free cash flowspreadheet.
Appendix
This should bring in all your key info which makes your business operate efficiently. This should be your business financials - so all your tables of numbers, tax returns, inventory estimates and personal and business credit history information. The information in the appendix is highly confidential and ought to only be given to likely investors.
Exit Strategy
How exactly are you going to sell your Investment Management Service Business?
Investment Management Service Business Plan Page 1 | Investment Management Service Business Plan Page 2
Useful Investment Management Service Resources
Investment Management Service Marketing Plan | Investment Management Service Equipment | Investment Management Service Online
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