The document is a proposal for business plan services to help a client (client_name) open a new venture. It outlines conducting market research, creating a financial plan, workforce plan, competitive analysis, and marketing/sales strategy. The proposal discusses the company's process, timeline which is 5-10 weeks, investment which is $60,900 including additional services, and credentials to ensure the new venture's success. It requests the client to accept the proposal, sign the contract, and provide initial payment to begin the project.
2. Cover Letter for Opening New Venture Services
2
Dear (client_name),
Thank you for reaching out to us for the business plan needs of your company. We understand
that (client_name) wants to start a new venture to further diversify their business for which they
require a detailed plan to increase their chances of success. Also, a well-prepared business plan
will act as a roadmap in outlining the multiple business goals and ways to achieve them.
We can assure that with our proven experience, your company will be able to accomplish the
following goals-
▪ Conducting market analysis to explore the market size, customer segments, etc.
▪ Curating financial plan highlighting funds required for multiple business activities
▪ Ascertaining workforce required to make business operational
▪ Performing competitive analysis to understand the competitor’s landscape
▪ Preparing marketing and sales strategy to reach out to potential customers
▪ Add text here
We will prepare the initial design phase of the project to give you the appropriate look and feel of
business plan services.
Feel free to contact us for more information.
Sincerely,
(company_name)
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3. Table of Contents
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Project Context and Objectives
Our Process
▪ Plan of Action
▪ Scope of Services
▪ Time Frame
▪ Additional Service Offerings
Investment
▪ Your Investment
Company Overview
▪ Why Us
▪ About Us
▪ Our Team
Our Past Experience
▪ Client Testimonials
▪ Case Study
Statement of Work and Contract
Next Steps
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5. Project Context and Objectives for Opening New Venture Services
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Project Context
We have identified that the client wants to increase their revenue
by setting up a new venture, for which a costumed business plan
is required to ensure its success.
Also, (client_name) wants a business plan that provides investors,
lenders and potential partners an understanding of the upcoming
business structure and goals.
Project Objectives
▪ We will conduct an in-depth market analysis to determine the size and value of market, customer demographics, etc.
▪ We will prepare a detailed description of funds required for multiple business activities
▪ We will develop an outline of organizational structure containing details of human resources required for business
▪ We will preform competitive analysis to get in-depth understanding of the key players in market
▪ We will prepare a marketing and sales plan to ensure that products and services reach out to potential customers
▪ Add text here
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6. Our Process
▪ Plan of Action
▪ Scope of Services
▪ Time Frame
▪ Additional Service Offerings
Table of Contents
6
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7. 7
▪ Conducting market research to identify potential opportunities
▪ Performing a feasibility study to examine the practicability of opening a new venture
▪ Add text here
Research
▪ Performing an economic and industry analysis to understand current trends and future projections
▪ Gathering intelligence about competitors to form strategies to gain a competitive advantage over them
▪ Add text here
Economic and Industry Analysis
▪ Presenting the final business plan to client for approval and incorporating changes (if any)
▪ Add text here
Review and Approval
▪ Using market intelligence for providing strategic recommendations to curate an effective financial, human
resource, marketing, and sales strategies for business plan
▪ Add text here
Strategic Recommendations
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Plan of Action for Opening New Venture Services
8. Scope for Opening New Venture Services
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Market
Analysis
▪ Perform market
analysis to understand
the size and potential
of the target market,
customer
demographics, etc.
▪ Add text here
Financial
Plan
▪ Curate financial plan
specifying funds
required for different
business activities
▪ Specify sources from
where funds can be
procured
▪ Add text here
Competitive
Analysis
▪ Conduct a competitive
analysis to get a
holistic view of the
competitor's strengths
and weaknesses
▪ Prepare strategies to
overcome market
entry barriers
▪ Add text here
Marketing
and Sales Plan
▪ Devise marketing
and sales strategies
best suited to reach
out to potential
customers
▪ Add text here
Workforce
Plan
▪ Create a workforce plan
to estimate the human
resources required for
the new venture
▪ Outline roles and
responsibilities of
crucial job positions
▪ Add text here
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9. 9
Timeframe for Opening New
Venture Services
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Duration
(In weeks)
1 – 2 3 – 4 7 – 8 9 – 105 – 6
Stages
Market Analysis Financial Plan Competitive Analysis Marketing & Sales PlanWorkforce Plan
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10. Additional Service Offerings for Opening New Venture Proposal
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Business Funding
▪ Procure funds for business ventures through banks, financial institutes
▪ Add text here
Investor Presentation
▪ Customized presentations to create impression on investors
▪ Add text here
Implementation Support
▪ End to end plan implementation support
▪ Add text here
Business Plan Review
▪ Scrutinization of existing business plan by experienced consultants
▪ Add text here
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12. 12
Your Investment for Opening New
Venture Services (1/3)
Stages
Price
(In USD)
Market Analysis 10,000
Financial Plan 12,000
Workforce Plan 9,000
Competitive Analysis 14,000
Marketing and Sales Plan 13,000
Total (before tax) 58,000
Taxation rate (5%) 2,900
Total 60,900
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13. 13
Stages Activities
Duration
(In weeks)
Estimated
Cost (In USD)
Market
Analysis
▪ Perform market analysis to understand the size and potential of the target market,
customer demographics, etc.
▪ Add text here
1 – 2 10,000
Financial
Plan
▪ Curate financial plan specifying funds required for different business activities
▪ Specify sources from where funds can be procured
▪ Add text here
3 – 4 12,000
Workforce
Plan
▪ Create a workforce plan to estimate the human resources required for the new venture
▪ Outline roles and responsibilities of crucial job positions
▪ Add text here
5 – 6 9,000
Competitive
Analysis
▪ Conduct a competitive analysis to get a holistic view of the competitor's strengths and
weaknesses
▪ Prepare strategies to overcome market entry barriers
▪ Add text here
7 – 8 14,000
Marketing and
Sales Plan
▪ Devise marketing and sales strategies best suited to reach out to potential customers
▪ Add text here
9 – 10 13,000
Your Investment for Opening New Venture Services (2/3)
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14. 14
Your Investment for Opening New
Venture Services (3/3)
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Additional Services
Price
(In USD)
Business Funding 10,000
Investor Presentation 5,000
Implementation Support 15,000
Business Plan Review 7,000
Total 37,000
16. Why Us for Opening New Venture Services
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Strengths that will add to your company
▪ We follow a collaborative approach to work by ensuring client involvement at every stage of the planning process
▪ We prepare a customized business plan tailored to the client’s needs and requirements
▪ Our business consultants have rich experience and degrees from top universities
▪ Add text here
In today’s highly competitive environment to enter an uncharted domain and sustain, one must have a
comprehensive business plan. As it will not only act as a roadmap but would also help run the company with
a more cohesive vision.
Our (client_name) requires a business plan to start new venture to further diversify business
operations and generate more revenue.
Our team of experienced consultants will devise a business plan for client, after thorough
market research to ensure success of new business venture.
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17. About Us for Opening New Venture Services
To enable businesses, achieve their full potential by rendering excellent quality services.
Mission
To be most valued, referred and respected company in consulting services by providing reliable and result
oriented advisory support to businesses.
Vision
Founded in 2006 we are a business consulting firm that provides strategic and operational advisory services
to companies across multiple industries to assist them in increasing their revenues.
Who We Are
Collaborative approach
Innovation
Trusted partner
Add text here
Core Values
01
02
03
04
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17
18. Andera Zaga
Managing Partner
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audience's attention.
Ross Perez
Senior Business Consultant
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your audience's attention.
Sheri Hamilton
Chief Executive Officer
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audience's attention.
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Our Team for Opening New Venture Proposal (1/2)
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19. Our Team for Opening New Venture Proposal (2/2)
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Nora Strong
Financial Analyst
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audience's attention.
Alex Butler
Vice President
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audience's attention.
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21. Lewis Spencer
Designation
Company Name
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Rowan Hooper
Designation
Company Name
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Client Testimonials for Opening New Venture Proposal (1/2)
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22. Dexter Turner
Company Name
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needs and capture your audience's attention.
Ben Watts
Company Name
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Isabella Owen
Company Name
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Client Testimonials for Opening New Venture Proposal (2/2)
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23. Case Study for Opening New Venture Services
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“(company_name) provided a detailed plan for our business diversification project. I highly recommend them for business
consulting services.”
Riya Florene
(Director - XYZ Solutions)
▪ XYZ solutions were able to get a footing in the food supplement industry
▪ In quarter 1 sale of whey protein supplement contributed 9 % towards total revenue
earned by company
▪ Add text here
Results
We conducted market research and devised a business plan for XYZ solutions, enabling
them to run fully operational whey protein manufacturing unit.
Solution
XYZ solutions had a very successful gym chain across the country. In order to increase
their revenue, XYZ solutions wanted to set up a manufacturing plant to produce whey
protein supplement for cross selling at their gyms.
Problem
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25. Statement of Work and Contract for Opening New Venture Services
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Date: {date_submitted}
Between "us", {company_name}, and "you", {client_name}
You {client_name}, located at {client_address} are hiring {company_name} located at (address) to provide
business plan services for the estimated total cost of $XXXX.
Cooperation
▪ We agree to put our best efforts in return we expect your cooperation in providing the
required information related to company products and services
Terms of payment
▪ Fifty percent of initial fees at the point of contract signing and it will act as a deposit
▪ Remaining 50% must be submitted after project completion
Plans Cancellation
▪ Right modify, reject, cancel or stop at any point processes but are imbibed to reimburse us all costs and expenses
Confidentiality
▪ All efforts to preserve the confidentiality of information
Terms & Termination
▪ This agreement should commence from (date) and shall continue till termination by either party by not less than 60 days notice given in writing
▪ 3-week opportunity to review our work and provide feedback
▪ Not liable to the company and third party for damages
Services Rendered
Contract
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27. Next Steps for Opening New Venture Services
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Accept the proposal
Add text here
Sign and finalize the proposal
Submit an initial payment of 50% of total fee of project
Once we get the notification of your proposal acceptance, we will send you the
separate copy of the signed contract for your record
Discuss the desired changes
It is requested to read the contract to get an understanding of the details involved in working with us.
Everything should be fair, transparent and easily understandable at the beginning to lay a solid foundation
for better work relationships.
We firmly believe in clarifying things and sorting out the issues
to find the most suitable way to work together.
Signature
Proposed Lead
{ user_assigned }, { user_title }
Signature
Default Contact
{ client_contact_first }, { client_contact_last }
{ client_name }
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28. Contact Us for Opening New Venture Services
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0123456789
Contact Number
emailaddress123@gmail.com
Email Address
# street number, city, state
Address
31. Our Mission, Vision and Goal for Opening New Venture Proposal
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Our Vision
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Our Mission
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Our Goal
32. 30 60 90 Days Plan for Opening New Venture Proposal
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30
Days Plan
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60
Days Plan
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90
Days Plan
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33. Timeline for Opening New Venture Proposal
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Finish
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2016
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2017
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2018
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2019
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2020
Start
34. Roadmap for Opening New Venture Proposal
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