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Strategy and Implementation Summary
What is your universal stratagem to make your business a winner and how will you go about this?
Investment Services Marketing Strategy
What are the tangible ways you are going to employ in order to market your Investment Services business to your present and impending customers. You can moreover add the overheads involved in doing this and strategies involved in lowering your marketing overheads and how your marketing strategy can seek out your customers better. For example if you are using Pay Per Click as a strategy to go for Investment Services patrons you may use long tail keyword search phrases preferably than succinct generic words. This ought to trim down your PPC costs as well as laser targeting your patrons; though it will of course take longer to set up. Read more about marketing strategy.
Investment Services Pricing Strategy
How have you arrived at your prices for your services and products? 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 operation to get the sound out concerning your services and products to your possible clients - are you going to do media releases, hold events, networking, sales pitches, follow-ups, have promotional products?
Business Competitive Edge
Do you have some advantage over your competitors that you can exploit to your benefit? Are you able to keep your outlay lower than your competitors so that you are constantly the cheapest? Do you have a premier position? Are you the original or the only one to provide a product or service? Are you able to stay in front of the competition and if so what enables you to do this? Do you have a good identification, trademarks, patents or a licence?
Web Strategy
Are you just going to have nothing at all 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 reason long and hard where your company is going to position itself. You can go and see this website and get more information on the subject of putting your Investment Services business online.
Sales Strategy
How are you going to pick up sales for your Investment Services business in the first place and how are you going to intensify or preserve sales as time goes on? How much is every sale going to cost you? Make sure you know what questions to ask of your budding customers and know the answers to likely questions they will ask you. How are you going to make a relationship with your clients to get future sales from them? How are you going to observe 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 Services business proposal to assist you.
Management Summary
Management Team
Who are the foremost players in your company?
Investment Services Organizational Structure
What is the structure of your company - who is in charge of every department in your business?
Personnel Plan
This ought to be a list of every person in your business, their remuneration 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 Services Financial Plan
Will you provide all your own funding or will it be an assortment of your wealth, bank loans, or angel investors? Do you need help in writing your financial plan?
Investment Services Break Even Analysis
How long will it take to get your investments back in terms of capital outlay by means of sales of your products and services. You should represent this in a graphical format. You can obtain free breakeven analysis including a spreadsheet and simple examples.
Investment Services Profit and Loss
You can represent 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 base. You can obtain a free profit and loss spreadsheet to assist you.
Investment Services Cash Flow
You should have charts and tables to illustrate your cash balance and your net cash flow. Download a free cash flowspreadheet.
Appendix
This ought to add in all your chief info which makes your business tick. 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 potential investors.
Exit Strategy
How exactly are you going to sell your Investment Services Business?
Investment Services Business Plan Page 1 | Investment Services Business Plan Page 2
Useful Investment Services Resources
Investment Services Marketing Plan | Investment Services Equipment | Investment Services Online
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