You will get the best and easiest business plan template
Project details
I know creating a business plan can be daunting and may seem intimidating, so I created an awesome template with everything you need - complete with worksheets, detailed instructions and all the key elements that go into an amazing business plan you can really use! Super affordable and completely editable, my business plan template package comes with step-by-step instructions, worksheets, and financial forms. In no time, you will have a complete business plan you can use to launch your business, set goals, apply for loans and leases, and pitch to investors!
What You Get:
1. All of the key elements you need to create a great business plan
2. A helpful guide that outlines each step for writing your business plan
3. Instructions and Financial Explanations along the way to help you think through each aspect of your business plan, and corresponding worksheets
This Template Includes:
A Start-up plan
Mission/ Executive Statement
Company Description
Products and Services Plan
Marketing Plan
Operational Plan
SWOT Analysis
Insurance and Professional Development Plan
Record keeping and Financial Planning templates and worksheets
Upgrades include my Feedback and 30-60min Coaching Calls
What You Get:
1. All of the key elements you need to create a great business plan
2. A helpful guide that outlines each step for writing your business plan
3. Instructions and Financial Explanations along the way to help you think through each aspect of your business plan, and corresponding worksheets
This Template Includes:
A Start-up plan
Mission/ Executive Statement
Company Description
Products and Services Plan
Marketing Plan
Operational Plan
SWOT Analysis
Insurance and Professional Development Plan
Record keeping and Financial Planning templates and worksheets
Upgrades include my Feedback and 30-60min Coaching Calls
Language
EnglishBusiness Type
StartupPlan Format
WordPlan Purpose
Investors Roadshow, Loan Approval, Personal UseWhat's included
| Service Tiers |
Starter
$6.50
|
Standard
$45.50
|
Advanced
$95.50
|
|---|---|---|---|
| Delivery Time | 1 day | 14 days | 30 days |
Number of Revisions | 0 | 1 | 2 |
Executive Summary | |||
Company Description | |||
Industry & Competitor Analysis | |||
SWOT Analysis | |||
Customer Analysis | |||
Tailored Marketing Plan | |||
Review & Critique | - | ||
Financial Forecast | |||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Optional add-ons
You can add these on the next page.
Review & Critique
(+ 10 Days)
+$40Frequently asked questions
About Lisa
QuickBooks Certified Bookkeeper and Business Coach
Bend, United States - 1:19 am local time
I take a holistic approach to bookkeeping, helping my clients to see the whole-health picture of their business and finances so they can make better decisions, saving them time and money. I work with your tax preparer to make sure they have everything they need at tax time and guide you through your financial statements.
I can set you up in QuickBooks and manage your bookkeeping for you, or I can teach you how to use QuickBooks Online yourself. I am a Certified QuickBooks Pro Advisor and love using QuickBooks! I am also a Certified Life Coach and am available for small business coaching and advising.
With two decades of experience helping small business owners with bookkeeping, working with CPA firms and developing business training programs for the SBDC, I am your trusted go-to bookkeeper that you can rely on. I am new to Upwork, so my rates are low for a limited time!
About me: I love hiking, mountain biking, dogs, and gardening! I have launched, grown and sold 2 profitable businesses and I am part of the FIRE (Financial Independence) community. I love helping business owners and am passionate about empowering our self-employed community!
Steps for completing your project
After purchasing the project, send requirements so Lisa can start the project.
Delivery time starts when Lisa receives requirements from you.
Lisa works on your project following the steps below.
Revisions may occur after the delivery date.
Send Business Plan Template Package to client
I send you an attachment with the complete 14 page business template (word doc.) plus 5 excel financial worksheets (can also be used in google sheets)
If You Upgrade
If you upgrade this package to the second tier, you will get to send me your completed business plan for my review and feedback. Feedback to be given during a 30 min zoom call.