the pitch.rtfd/TXT.rtf Business Plan: For U-deliver company Qian Chen Friday, 3 February, 2017 The Idea • The idea for U-deliver came about after realizing the potential of the sharing economy to revolutionize delivery by harnessing the power of a wide network of people • U-deliver is an application where people sign up to deliver packages for others in exchange for a small fee; for instance someone needing a package delivered can send a request on U- deliver and an available person will take the package and deliver it • U deliver will improve the speed of delivery, make life more convenient and provide employment The Business Model • The purpose of the business is to create value by bridging customers and people willing to deliver goods • U-deliver offers a versatile platform that harnesses people’s spare time and goodwill into a valuable service • The idea makes money by taking a small cut when clients pay the people delivering goods • The company will deliver the idea to the customer by emphasizing convenience and price as compared to rivals The Customer • We envision the average U-deliver customer as a middle class American who is in urgent need of delivery services • The customer appreciates the wide network of U-deliver agents whom the customer can tap into to get a package delivered in minutes • U deliver has the highest potential in high population density cities such as New York The Competition • One of the main competitors in America is Fed-Ex; Fed ex is a large distributor that sells quality to customers • Another main competitor is UPS; this company sells reliability to customers • DHL is also a key competitor that sells customers on its wide global reach • Unlike its competitors, U-deliver sells convenience and speed to customers; these are attributes that customers will value more The Message • The core message that U-deliver is that of community, trust and convenience • U-Deliver builds on the strengths of community to allow people to help each other complete essential tasks • By providing a platform where people lend their resources, U- deliver facilitates a stronger community where people enrich each other's lives The sales Approach • U deliver understands that those who could extract the most value from our services reside in high density residential areas such as cities • The company will present its message to urban dwellers through targeted advertisements on Facebook and google • The company will also pay for a prominent presence on platforms frequently visited by urban middle class dwellers such as Snapchat and Reddit The Inner workings • The core component of U-deliver is an application which people can use to ...

1. the pitch.rtfd/TXT.rtf
Business Plan: For U-deliver company
Qian Chen
Friday, 3 February, 2017
The Idea
• The idea for U-deliver came about after realizing the potential
of the sharing economy to revolutionize delivery by harnessing
the power of a wide network of people
• U-deliver is an application where people sign up to deliver
packages for others in exchange for a small fee; for instance
someone needing a package delivered can send a request on U-
deliver and an available person will take the package and
deliver it
• U deliver will improve the speed of delivery, make life more
convenient and provide employment
The Business Model

2. • The purpose of the business is to create value by bridging
customers and people willing to deliver goods
• U-deliver offers a versatile platform that harnesses people’s
spare time and goodwill into a valuable service
• The idea makes money by taking a small cut when clients pay
the people delivering goods
• The company will deliver the idea to the customer by
emphasizing convenience and price as compared to rivals
The Customer
• We envision the average U-deliver customer as a middle class
American who is in urgent need of delivery services
• The customer appreciates the wide network of U-deliver
agents whom the customer can tap into to get a package
delivered in minutes
• U deliver has the highest potential in high population density
cities such as New York
The Competition
• One of the main competitors in America is Fed-Ex; Fed ex is a
large distributor that sells quality to customers
• Another main competitor is UPS; this company sells reliability

3. to customers
• DHL is also a key competitor that sells customers on its wide
global reach
• Unlike its competitors, U-deliver sells convenience and speed
to customers; these are attributes that customers will value more
The Message
• The core message that U-deliver is that of community, trust
and convenience
• U-Deliver builds on the strengths of community to allow
people to help each other complete essential tasks
• By providing a platform where people lend their resources, U-
deliver facilitates a stronger community where people enrich
each other's lives
The sales Approach
• U deliver understands that those who could extract the most
value from our services reside in high density residential areas
such as cities
• The company will present its message to urban dwellers
through targeted advertisements on Facebook and google
• The company will also pay for a prominent presence on
platforms frequently visited by urban middle class dwellers
such as Snapchat and Reddit

4. The Inner workings
• The core component of U-deliver is an application which
people can use to request delivery services or sign up to become
a delivery agent
• The app will use geolocation features to bring together clients
and agents in the same area.
• The app will process all payments and take a small cut when
clients pay delivery people
The management team
The top management team at U-deliver consists of the chief
operations officer, chief financial officer, and chief executive
officer
The chief operations officer oversees all the operations
including app development and payment system
The chief financial officer oversees all the finances of the
company
● The chief executive officer handles outreach, marketing
and investor relations
The company will also harness the expertise of consultants who
have experience working in similar businesses, consultants will
be an essential part of the management team

5. Other professionals that will assist in running the business
include Application developers, Programmers, Accountants,
Human resource managers and lawyers
The Money Forecast • U deliver needs $6 million to get
started
● 2 million for hiring premises, developers and setting up a
viable application and processing system
● 1 Million for regulation compliance and hiring lawyers ● 1
million for marketing
• The company expects to net over fifty thousand deliveries in
the first year this translates to over one million in revenue
based on a delivery charge of $20 per customer
• The company projects it will have $1 million left over in the
first year after deducting costs and adding revenue
The Next Steps
90 DAY PLAN
February 20th, hire premises equipment and developers
March 31st, build and test a working application
April 10th, start advertising and outreach to customers
April 12th, start accepting requests to be U-deliver agents and
processing payments
May 2nd, Seek additional funding from investors

6. 2-3 year plan
• One of the things the company would like to achieve in the
next 2 -3 years is having a 30% percent market share of the
delivery business
• The company would also like to issue an IPO to raise money
in the next three years
The IndustryName and describe the market or industry that you
will work within—in other words, the chosen “sandbox” where
you will play.For market or industry descriptions see the North
American Industry Classification System (NAICS) at
www.census.gov/naics or industries at a glance at
http://www.bls.gov/bls/industry.htmTalk about any trends and
changes in the industry.Talk about whether the industry is
growing and, if so, by how much.
The ProductTalk about the product or service that you will
sell.Talk about what sets the product or service apart from what
is currently being sold to customers.Talk about any ways you
can protect the product or service from being easily copied by
the competition.Present any product pictures, drawings, or
renderings you might have (on additional slides if necessary).
The MarketThe idea for a market study is to tell the “story of
the market” in numbers starting with the big picture and then
narrowing down the data to a more detailed view. Use as many

7. slides as you need and don’t clutter the information.Talk
specifically about where your customers are located. Are they
within a city, county, state, region, nation, or international
place? Maps are good to use here if it makes sense.Talk about
the numbers of customers in the market and possibly even what
they spend on your kind of products and services.Present any
community profiles for these places. The Census Bureau is a
great place to find such information at www.census.govIf you
are targeting business customers look at the Economic Census at
http://www.census.gov/econ/census02/ for help.
The Targeted CustomersTalk about your targeted customers.
Remember, you can segment customers by type, buying
behavior, location, and so on.Describe who they are by
discussing some of the following things: (use multiple slides if
needed)Demographics (characteristics they share in
common)Buying Behavior (how and why they buy the product)
Size (numbers of them / dollars they spend)Projected
SalesTrends (growth / opportunities)
Target Market StrategyFor your targeted customers, talk about
how you will customize your marketing efforts to fit their
needs.Remember, if this group of customers is really unique
then something about your strategy must be different.Talk
about…The Message: What slogan or positioning statement
will you use for this target market?The Pricing: Will the
pricing have to be different for this type of customer? If so,
what price will you charge?Product Customization: Will the
product or service have to be customized for this
customer?Distribution: Will the product get to this customer?

8. Target Market Sales ApproachTalk about your specific sales and
promotional ideas for this target market which might
include:Contact Sphere: What other businesses or professions
might naturally refer this group of customers to your
business?Advertising: What specific types of media will you
use and at what cost?Public Relations: What kinds of media
relations, press releases, and events might you use to reach this
group of customers?Personal Selling: Do you require a sales
force to reach this group of customers? If so, how many and at
what cost?Sales Promotions: What kinds of sales tools might
you use? Discounts, coupons, loyalty programs?
Target Market DescriptionsDescriptionTarget Market #1Target
Market #2Target Market #3 NameLocal MarketCommuting
Workers & TouristsCommercial Events DescriptionPeople and
households within 7 miles of the restaurantPeople migrating
into Bartholomew County for work or tourismCommercial
business in Bartholomew County that need catering event
services DemographicsConsumers ages 21 to 54 / $54,000
average household incomeWorkers and Tourists ages 21 to
54Businesses from 20 to 300 employees Buying
BehaviorFrequent but small purchases (5 times per year at about
$9.00 per patron)Infrequent but larger purchases (1 time but
spends upward of $12.00 per patron)Infrequent but very large
purchases (2 events per year spending $600.00 per event) Size
(numbers/dollars)58,600 residents / 20,000 households / $58
million local market for restaurant sales9,000 daily commuters /
28,000 annual tourists400 businesses Projected
Sales$400,000$150,000$100,000 Trendsslow to moderate
growth / spending less on meals away from home on
averageGood growth / new arts theatre nearby should improve
trafficExcellent growth in company numbers and employment
trends

9. Target Market StrategiesStrategyTarget Market #1Target Market
#2Target Market #3 Positioning MessageThe Gourmet
Restaurant Where You Eat With Your HandsGourmet
Burritos…FastBig Burritos For Big Crowds PricingEntrees
between $4 and $6Entrees between $4 and $16Per head range
from $8 to $12 Product CustomizationLunch time speed is
largest considerationBanquet style service Distribution At
retail locationAt retail locationOn-site catering set-up and

10. service Contact SphereVisitors center, community
development, tourism bureau, hotel conciergesChamber of
commerce, HR managers, event planners, public relations
managers AdvertisingNewspaper, yellow pages, specialty
publications, websiteHotel brochures, tourism directory,
billboards, restaurant guideDirect mail, business section of
newspaper Public RelationsAnnual 5K charity run for
diabetes assn. Personal SellingPart-time banquet sales
coordinator Sales PromotionsDiscount coupons,
samplesHotel referral fees15% off first event promotion

11. HIGH
LEVEL
LOW
LEVEL
Competitive AnalysisCOMPANYWE CAN DO, THEY
CAN’TWE CAN’T DO, THEY CANCompetitor XCompetitor
YCompetitor Z

12. The Marketing ScheduleMediaAnnual CostYellow Pages (South
Central Edition)Category: Restaurants, Restaurant
Guide$3,600.00Newspaper (The Republic: Circulation
28,000)Ad Design Costs$800.00Media Costs (24 ads @
$328)$7800.00Direct Mail (Brochures and Special
Occasions)Distribution (5,000 @ $.50 per piece @ $.27
postage)$3,850.00Radio (QMIX 103 / Adult Contemporary &
WTIU/NPR)Media Costs (600 :30 second ads @ $6.20 per
spot)$3,720.00Total Annual Advertising and Media
Costs$19,770.00

13. The LocationTalk about where you will be located. If you are a
retailer or a service business where access and visibility is
important to the customer, talk about your proposed location.
Provide the address and talk about the accessibility, the
visibility, and the costs.Talk about the numbers and types of
customers that are located near your location. These numbers
are called “ring studies” because they detail the number of
customers in 1,3 and 5 mile rings from your location. See
www.easidemographics.com for free ring reports of your
location.Talk about any commuting and traffic patterns around
the location. Check with your state’s department of
transportation for these statistics.
Legal Structure Comparison
DELETE THIS SLIDECharacteristicsSole Proprietorship
General Partnership C
Corporation S
Corporation Limited Liability Company Formation No state
filing required Agreement between two or more parties. No state
filing required State filing required State filing required State
filing required Duration of Existence Dissolved if sole
proprietor ceases doing business or dies Dissolves upon death or

14. withdrawal of a partner unless safeguards are specified in a
partnership agreement Perpetual Perpetual Dependent on the
requirements imposed by the state of formation Liability Sole
proprietor has unlimited liability Partners have unlimited
liability Shareholders are typically not personably liable for the
debts of the corporation Shareholders are typically not
personally liable for the debts of the corporation Members are
not typically liable for the debts of the LLC Operational
Requirements Relatively few legal requirements Relatively few
legal requirements Board of directors, officers, annual
meetings, and annual reporting required Board of directors,
officers, annual meetings, and annual reporting required Some
formal requirements but less formal than corporations
Management Sole proprietor has full control of management and
operations Typically each partner has an equal voice, unless
otherwise arranged Managed by the directors, who are elected
by the shareholders Managed by the directors, who are elected
by the shareholders Members have an operating agreement that
outlines management Taxation Not a taxable entity. Sole
proprietor pays all taxes Not a taxable entity. Each partner pays
tax on his/her share of income and can deduct losses against
other sources of income Taxed at the entity level. If dividends
are distributed to shareholders, dividends are also taxed at the
individual level No tax at the entity level. Income/loss is passed
through to the shareholders If properly structured there is no tax
at the entity level. Income/loss is passed through to members
Pass Through Income/LossYes Yes No Yes Yes Double
Taxation No No Yes, if income is distributed to shareholders in
the form of dividends No No Cost of Creation None None State
filing fee required State filing fee required State filing fee
required Raising Capital Often difficult unless individual
contributes funds Contributions can be made from partners, and
more partners can be added Shares of stock are sold to raise
capital Shares of stock are sold to raise capital Possible to sell
interests, though subject to operating agreement restrictions
Transferability of InterestNo No Shares of stock are easily

15. transferred Yes, but must observe IRS regulations on who can
own stock Possibly, depending on restrictions outlined in the
operating agreement
The Legal StructureTalk about the legal structure you have
chosen for the business. See the preceding chart for help.Talk
about why the structure was chosen—in other words, what
advantages does the structure provide?A sample chart like the
one below might be helpful to show the ownership structure of
the business:
Owner Shares Percent Owned
Jack Smith 1,000 50%

16. Loretta Johnson 500 25%
Equity Investors 500 25%
Risk ManagementTalk about the different kinds of insurance
you will need and what the cost of such coverage will be.In
general there are three basic categories of insurance:Property:
covers building and content lossesLiability: gives you legal
protectionPeople: provides health, worker’s comp, and lost
income protection
The Core Scores Talk about what things you need to measure to
be successful.These measures might be leading indicators of
such things as customers, growth, innovation, internal
operations, or financial performance.Example: “The Chamber
of Commerce will measure five metrics in determining our
success: annual member engagement, member retention, net
member growth, market penetration, and employee
engagement.Example: “For our restaurant to be successful, we
must closely measure four activities: reservations and table
turns, food costs, staff turn-over rates, and total staffing costs.”
Required Start-Up FundsItemAmount Fixed Assets -
Building$1,000 -Land$1,000 -Initial Inventory$1,000 -
Equipment$1,000 -Furniture and Fixtures$1,000 -
Vehicles$1,000 Working Capital -Salaries and Wages$1,000
-Insurance Premiums$1,000 -Leasehold Improvements$1,000
-Rent and Utility Deposits$1,000 -Advertising and
Promotions$1,000 -Legal and Accounting Fees$1,000 -

17. Supplies$1,000 -Cash on Hand$1,000Totals$15,000
Capital Strategy
Total Amount Required$907,900 -4 Investors ($50,000 each
will get 25% share of company)$200,000 -Commercial Bank
Loan (Real Estate & 80% Building)$684,000 -
Owners$23,900Loan Payment Amounts -Principal Amount
Borrowed$684,000 -Projected Interest Rate7.25% -Term
In Months240Total Monthly Loan Payment$5,406.17

18. Competitive Value Curve
0
25
50
75
100
Price
Doctors
Special
Equipment
Number of
Treatments
Availability
Speed of
Treatment
Convenient
Locations

19. (pagers)
Minute ClinicTypical Doctors OfficeHospital