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Strategy and Implementation Summary
What is your general stratagem to make your business a success and how will you attain this?
Mutual Fund Company Marketing Strategy
What are the genuine ways you are going to employ in order to market your Mutual Fund Company business to your present and probable customers. You can also add the outlay involved in doing this and strategies involved in lowering your marketing costs and how your marketing strategy can seek out your patrons better. For example if you are using Pay Per Click as a method to target Mutual Fund Company customers you may employ long tail keyword search phrases preferably than short generic words. This ought to reduce 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.
Mutual Fund Company 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 execute to get the word out as regards your products and services to your would-be customers - are you going to do media releases, run events, networking, sales pitches, follow-ups, have promotional products?
Business Competitive Edge
Do you have some benefits over your rivals that you can exploit to your advantage? Are you capable of keeping your expenses lower than your competition so that you are always the cheapest? Do you have a superlative location? Are you the pioneer or the only one to supply a product or service? Are you capable of staying in front of the opposition and if so what enables you to do this? Do you have a good brand, 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 is going to be something in-between these two, and you need to contemplate long and hard where your business is going to position itself. You can pay a quick visit to this website and get more information as regards putting your Mutual Fund Company business online.
Sales Strategy
How are you going to generate sales for your Mutual Fund Company business in the first place and how are you going to grow or uphold sales as time goes on? How much is every sale going to cost you? Make sure you know what questions to ask of your possible customers and know the answers to likely questions they will ask you. How are you going to encourage an affiliation with your clients to get prospective 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 Mutual Fund Company business proposal to assist you.
Management Summary
Management Team
Who are the chief players in your company?
Mutual Fund Company Organizational Structure
What is the structure of your business - who is the manager of each division within your business?
Personnel Plan
This ought to be a register of each person in your company, how much they are 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 prone to change in the future or not.
Mutual Fund Company Financial Plan
Will you provide all your own funding or will it be a combination of your riches, bank loans, or angel investors? Do you need help in writing your financial plan?
Mutual Fund Company Break Even Analysis
How long will it take to get your capital investment back through sales of your products and services. You should represent this in graphical form. You can obtain free breakeven analysis including a spreadsheet and simple examples.
Mutual Fund Company Profit and Loss
You can denote profit and loss in the form of a monthly and yearly bar chart as well as tables. Clearly 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.
Mutual Fund Company Cash Flow
You ought to have tables and charts to illustrate your cash balance and your net cash flow. Download a free cash flowspreadheet.
Appendix
This should incorporate all your key 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 likely investors.
Exit Strategy
How exactly are you going to sell your Mutual Fund Company Business?
Mutual Fund Company Business Plan Page 1 | Mutual Fund Company Business Plan Page 2
Useful Mutual Fund Company Resources
Mutual Fund Company Marketing Plan | Mutual Fund Company Equipment | Mutual Fund Company Online
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