2. Contents of this template
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4. Our company
Who are you? What market do you focus
on? Why do clients keep choosing you?
Here’s a paragraph you can use to describe
what makes you unique. Tell a compelling
story about how your company was born and
how it has developed to become what it is
today
6. Our goals
Our main goals now are to increase
sales through improved marketing and
customer outreach, optimize operational
processes to reduce costs and increase
efficiency and establish a timeline for
new products
Short term Long term
The overall goal of the company is to
expand into new markets or
geographies, develop and implement a
strategy to reduce environmental impact
and increase sustainability and increase
market share
7. Always on time Out-of-the-box Customer service
What sets us apart?
We never miss a deadline.
You can rely on us and rest
assured that your product
will be ready on time
Our out-of-the-box ideas are
creative solutions that
challenge the status quo
and provide unique value
We focus on providing a
high level of customer
service so that the
experience is positive
8. For a us, integrity means operating with
honesty, trustworthiness, and strong
moral values. We commit to ethical and
environmental standards
We put customers at the center of
everything they do. We listen to
customer feedback and incorporate it
into decisions, products and services
We create an environment where
employees can work together
productively and efficiently to achieve
common objectives. It involves sharing
knowledge, skills, resources, and ideas
Innovation is an integral part of our
company’s culture and is essential for
success. It means us coming up with
new ideas, methods, and products that
can grow the business
Our guiding principles
Integrity
Collaboration
Customer focus
Innovation
9. Emerging trends
Monitoring Organic search
Features Pricing Customer feedback
Competitor analysis
Compare features and benefits
of your product
Keep an eye on their
offers and launches
Identify emerging trends
in your industry
Analyze competitors’
pricing and offers
Examine the feedback
on their products
How are your competitors
optimizing their SEO?
12. Market share
Follow the link in the graph to modify its data and then paste the new one here. For more info, click here
Here’s the market
share of our industry
Market share is the percentage of
a market that is controlled by a
particular company or industry. It
is calculated by dividing the total
sales revenue of a company by
the total sales revenue generated
in the
entire industry
13. Key actions items
First quarter Second quarter Third quarter
Key action 1 Create detailed procedures
Monitor and review
process performance
Measure the
effectiveness of processes
Key action 2
Use data analytics
to gain insights
Develop strategies to reduce
waste
Stay up to date with new
technologies and trends
Key action 3
Invest in technology solutions
for automation
Establish control of spend
and reduce overhead
Foster an environment of
collaboration
Key action 4
Focus on continuous
improvement
Ensure proper management
of resources
Research best practises from
outside
14. 1. Product/website description: A brief overview of
the product/website, including its key features,
dimensions, and materials used
2. Features and benefits: A detailed explanation of
the features and how they will benefit the user
3. Technical specifications: A list of the
product's/website's technical specifications, such
as dimensions, weight, power requirements,
connectivity options and hosting platform
What to show
in a mockup 01
02
03
15. Buyer persona infographic
Name: Michael Doe
Age: 33
Education: MBA
Occupation: Sailor
Location: Australia
Motivations
Personality
1. Ecology
2. New advances
3. Creativity
4. Literature
“This is a quote, words full of wisdom that can make the
reader get inspired.”
● Conscientiousness
● Agreeableness
● Assertiveness
● Resilience
35%
Ecology and sustainability
65%
Utility and application
Preferences
Pain points
Knowing your buyer persona’s pain point will help you create
messages that are tailored to their needs
16. Roadmap infographic
Initiative Objective Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Understanding
Analyze and understand the needs
of your target audience
Conduct research
Research existing products in the
industry and analyze them
Brainstorm ideas
Generate ideas based on user
feedback and research findings
Develop a prototype
Create a basic version of the
product to show investors
Test for usability
Put the prototype through rigorous
testing processes
Analyze feedback Analyze feedback
17. Market size overview
Month Income Growth
January $50,000 8%
February $250,000 5.5%
March $10,000 5%
April $75,000 6%
May $80,000 23%
June $25,000 10%
July $15,000 8%
Potential customer
Include the total size of the market, which
represents the entire potential customer base for the
product or service
Product or service
Identify the target market for the product or service,
which may be a subset of the total market. This
could be based on factors or specific needs
Current market size
Indicate the current market size, which represents
the portion of the target market that the company
has successfully captured
$20,000
$1,000
$320
18. Social media stats
Follow the link in the graph to modify its data and then paste the new one here. For more info, click here
1. Spain
2. USA
3. Australia
We put customers at the center of
everything they do. We listen to
customer feedback
Platforms with most users
5,408
Followers
540
Comments
5,408
Likes
8,500
Followers
1,230
Comments
1,008
Likes
19. Case studies
Instagram giveaway
A product giveaway for our second
anniversary as company
Approach
● Preparing a set of posts and stories we can
share on Instagram to let more people know
about our brand
● We can get shared more and mabe reach virality
if our content is attractive and easy to share
Key takeaway 01
Content posted on
weekdays is more shared
Key takeaway 02
We must design new
content to keep new users
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the new one here. For more info, click here
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Thanks
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30. JANUARY FEBRUARY MARCH APRIL MAY JUNE
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JANUARY FEBRUARY MARCH APRIL
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“Despite being red,
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41. “Despite being red,
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