The client wants to start a new venture and requires a detailed business plan to increase their chances of success. The consulting company will conduct market analysis, create a financial plan, determine workforce needs, perform a competitive analysis, and develop a marketing strategy. They will prepare an initial design phase and contact the client for more information.

1. BUSINESS PLAN
PROPOSAL
Project Proposal – (proposal_name)
Client – (client_name)
Delivered on – (submission_date)
Submitted By – (user_assigned)

2. Cover Letter for Business Plan Services
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. 3
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
Next Steps
Statement of Work and Contract
01
02
03
04
05
07
06
Table of Contents

4. 4
Table of Contents
Project Context and Objectives
01

5. 5
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.
PROJECT
CONTEXT
PROJECT BJECTIVES
Also, (client_name) wants a business plan that provides investors, lenders
and potential partners an understanding of the upcoming business structure
and goals.
› 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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Project Context and Objectives for Business Plan Services

6. 6
Table of Contents
Our Process
› Plan of Action
› Scope of Services
› Time Frame
› Additional Service Offerings
02

7. Plan of Action for Business Plan Services
7
Research
(1 - 2 week)
› Conducting market research to identify potential
opportunities
› Performing a feasibility study to examine the
practicability of opening a new venture
› Add text here
Economic and Industry Analysis
(3 - 5 week)
› 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
› 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
(6 - 8 week)
Review and Approval
(9 - 10 week)
› Presenting the final business plan to client for
approval and incorporating changes (if any)
› Add text here
01 02
03
04
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8. Scope for Business Plan Services
8
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
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 & Sales Plan
› Devise marketing and sales strategies
best suited to reach out to potential
customers
› Add text here
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

9. Timeframe for Business Plan Services
9
Duration
(In weeks)
1 – 2 3 – 4 5 – 6 7 – 8 9 – 10
Stages
Market Analysis Financial Plan Workforce Plan Competitive Analysis Marketing & Sales Plan
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10. 10
› Procure funds for business ventures through
banks, financial institutes
› Add text here
Business Funding
› End to end plan implementation support
› Add text here
Implementation Support
› Scrutinization of existing business plan by
experienced consultants
› Add text here
Business Plan Review
› Customized presentations to create impression
on investors
› Add text here
Investor Presentation
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11. 11
Table of Contents
Investment
› Your Investment
03

12. 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
Your Investment for Business Plan Services (1/3)
12
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13. Your Investment for Business Plan Services (2/3)
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 & Sales Plan
› Devise marketing and sales strategies
best suited to reach out to potential
customers
› Add text here
9 – 10 13,000
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14. Your Investment for Business Plan Services (3/3)
14
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
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15. 15
Table of Contents Company Overview
› Why Us
› About Us
› Our Team
04

16. Why us for Business Plan Services
16
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 Business Plan Services
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
To be most valued, referred and respected company in consulting services by providing reliable and
result oriented advisory support to businesses.
Vision
To enable businesses, achieve their full potential by rendering excellent quality services.
Mission
Core Values
Innovation
Collaborative approach
Trusted partner
Add text here
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18. Our Team for Business Plan Services (1/2)
18
› Write key credentials and major highlights of the team member
› Text here
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› Write key credentials and major highlights of the team member
› Text here
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› Write key credentials and major highlights of the team member
› Text here
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Sheri Hamilton
Chief Executive Officer
Andera Zaga
Managing Partner
Ross Perez
Senior Business Consultant
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19. Our Team for Business Plan Services (2/2)
19
› Write key credentials and major highlights of the team member
› Text here
› Text here
› Text here
› Text here
› Write key credentials and major highlights of the team member
› Text here
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Nora Strong
Financial Analyst
Alex Butler
Vice President
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20. 20
Table of Contents
Our Past Experience
› Client Testimonials
› Case Study
05
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21. Lewis Spencer
Designation
Add company name
Client Testimonials for Business Plan Services (1/2)
21
› Write Client Testimonial Here”
› Text here
› Write Client Testimonial Here”
› Text here
Rowan Hooper
Designation
Add company name
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22. Client Testimonials for Business Plan Services (2/2)
22
Dexter Turner
Company Name
Ben Watts
Company Name
Isabella Owen
Company Name
Write Client Testimonial Here”
Write Client Testimonial Here”
Write Client Testimonial Here”
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23. Case Study for Business Plan Services
23
“(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 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
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 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
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24. 24
Table of Contents
Statement of Work and Contract
06

25. Statement of Work and Contract for Business Plan Services
25
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.
Contract
Services Rendered
› 3-week opportunity to review our work and provide feedback
› Not liable to the company and third party for damages
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

26. 26
Table of Contents
Next Steps
07

27. Next Steps for Business Plan Services
27
Signature
Proposed Lead
{ user_assigned }, { user_title }
Signature
Default Contact
{ client_contact_first }, { client_contact_last }
{ client_name }
Discuss the desired changes
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
Add text here
Add text here
Accept the proposal
We firmly believe in clarifying things and sorting out the issues in order to find the most suitable way to
work together
It is requested to read the contract to get the understanding of the details involved in
working with us. Everything should be fair, transparent and easily understandable at
the beginning in order to lay a solid foundation for better work relationship

28. Contact Us for Business Plan Proposal
28
Address
#street number, city, state
Contact Numbers
0123456789
Email Address
emailaddress123@gmail.com

29. 29
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30

31. About Us For Business Plan Proposal
31
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Valued Clients
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Target Audiences
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Preferred By Many

32. Vision and Mission for Business Plan Proposal
32
Vision
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Mission
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Goal
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33. 33
30 60 90 Days Plan for Business Proposal
30
Days Plan
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34. Timeline for Business Plan Proposal
34
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35. Process Flow Roadmap for Business Plan Proposal
35
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