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Strategy and Implementation Summary
What is your general approach to make your business a success and how will you achieve this?
Investment Trust Marketing Strategy
What are the real methods you are going to exercise in order to promote your Investment Trust business to your present and possible clients. You can furthermore add the costs involved in doing this and strategies involved in reducing your marketing expenses and how your marketing strategy can target your patrons better. For example if you are using Pay Per Click as a technique to target Investment Trust customers you may perhaps use long tail keyword search phrases significantly than short generic words. This ought to slash your PPC overheads as well as laser targeting your patrons; even though it will of course take longer to set up. Read more about marketing strategy.
Investment Trust Pricing Strategy
How did you work out your price points 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 implement to get the sound out as regards your services and products to your potential patrons - 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 capable of keeping your expenses lower than your competitors so that you are at all times the cheapest? Do you have a first-rate place? Are you the first or the only one to provide a service or product? Are you capable of staying ahead of the rivalry 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 just going to have nothing at all or an all singing and dancing website with bells and whistles on? In most case it's going to be something in-between these two, and you ought to think long and hard where your company is going to position itself. You can visit this website and get more info in relation to putting your Investment Trust business online.
Sales Strategy
How are you going to acquire sales for your Investment Trust business in the first place and how are you going to expand or sustain sales as time goes on? How much are your sales going to cost you? Make sure you know what questions to ask of your would-be customers and know the answers to likely questions they will ask you. How are you going to build an association with your patrons to get prospective sales from them? How are you going to check 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 Trust business proposal to assist you.
Management Summary
Management Team
Who are the chief players in your company?
Investment Trust Organizational Structure
What is the hierarchy of your company - who is in charge of each division in your company?
Personnel Plan
This should be a directory of everybody 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 alter in the future or not.
Investment Trust Financial Plan
Will you deliver all your own funding or will it be a mix of your funds, bank loans, or angel investors? Do you need help in writing your financial plan?
Investment Trust Break Even Analysis
How long will it take to get your investments back in terms of capital outlay by means of sales of your services and products. You should represent this in a graphical format. You can obtain free breakeven analysis including a spreadsheet and simple examples.
Investment Trust Profit and Loss
You can denote profit and loss 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 Trust Cash Flow
You should have charts and tables to explain your cash balance and your net cash flow. Download a free cash flowspreadheet.
Appendix
This ought to embrace all your critical information 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 should only be given to would-be investors.
Exit Strategy
How exactly are you going to sell your Investment Trust Business?
Investment Trust Business Plan Page 1 | Investment Trust Business Plan Page 2
Useful Investment Trust Resources
Investment Trust Marketing Plan | Investment Trust Equipment | Investment Trust Online
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