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Company name
*
Contact person
*
Phone number
Email Address
Country
Company size (How many employees?)
Less than 10
Between 10 and 25
Between 25 and 50
Between 50 and 100
Between 100 and 250
Between 250 and 500
Between 500 and 1000
More than 1000
What is your business stage?
Idea phase
Startup phase
Small Business
Medium Business
Large Business
Very Large
SECTION 1 - PROFILE
Vision
Mission
Values
Added values over competitors:
Concept Description
Products and services:
Management background:
Contact Info:
SECTION 2 - STRATEGY
Expected location:
Location Specs:
At what phase is your business?
Start-up
Expansion
Cashflow needs
Others:
Provide a brief history of the business, including how you plan to develop your products or services.
Is your business seasonal?
YES
NO
If yes, how will you maintain cash flow for the slower times of the year?
What are the economic forecasts that indicate spending trends are favorable or unfavorable to your business and specific industry?
Are there any licenses that are required for you to be able run your business? (occupational license, sales tax license, state corporation filing, etc)?
What are the profiles of your customers? (Give Details on the typical customer that you are targeting.)
Type of business:
Size of business:
Geographical Area:
Number of employees:
Years in Business
Age:
Income:
Gender
Occupation:
Family Size
Culture:
Education:
Who are your direct and indirect competitors?
How do you plan to market and advertise your products and services?
TV
Radio
Billboards
Newspaper
Magazine
Seminars
Direct Sales
Newsletter
Digital ads
Sms
Special events
New Company Profile
Opening ceremony
New animation
Brochure
Have you established a tracking system for charting sales income versus advertising dollars spent for each form of advertisement?
YES
NO
What is your unique Selling Advantage? (What makes your product or service unique?)
Who will be the management team?
Who will be the external experts?
What positions are you planning to recruit?
What training workshops are needed for the team?
What software do you currently use for the business?
Are you planning to integrate a new software:
None
ERP
Accounting
CRM
HR
Others
What is the current IT structure for the business?
SWOT analysis: Can you please describe your main strengths, weaknesses, opportunities and threats.
Objectives
1
2
3
4
5
Structure
1
2
3
4
5
Management
1
2
3
4
5
Products
1
2
3
4
5
Sales
1
2
3
4
5
Expenses
1
2
3
4
5
Salaries
1
2
3
4
5
Behavior
1
2
3
4
5
Reporting
1
2
3
4
5
Customer Service
1
2
3
4
5
Marketing
1
2
3
4
5
Are there any market trends that you should consider?
How much would you like to achieve in annual sales volume in year 1?
What is the annual growth rate expected in sales?
Average cost of goods sold in %
How will you fund your business:
Bank facilities
Investor
Self-fund
Attachments – if available: Last 3 years financial statements
Legal documents of the company
Company profile
Quotations from suppliers
Rental contract/location ownership documents
Architectural maps ownership documents
Branding guidelines
Organization chart
Job descriptions
Sales reports per product, per client, per sales person
Notes and questions
Submit