Thank you for taking the CapBuilder Business Plan Development Survey. This survey will help you to develop your business plan. The questions are asked in the same order that the business plan is laid out. Answer questions as they relate to you. YOU MUST ANSWER ALL QUESTIONS. ENTER N/A FOR QUESTIONS YOU DO NOT ANSWERS TO. These will be areas that we will focus our coaching.
YOU MAY SAVE AND COME BACK TO THIS SURVEY
NOTE: You are required to enter either your business coaches email address or your email address if you have selected a self-paced program to receive a copy of your submission.
Please provide the following
Background Information
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What is your Business Slogan?
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Give A brief description of your business.
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Please give a brief statement about why you started or are starting this business
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What is your business location?
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What type of business?(Accounting, Cleaning, Medical Billing, etc)
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What is the legal structure of your business?
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Please list the owners of your business? (Name, Title, % Ownership)
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Please enter your vision statement
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Please enter your mission statement
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Products and Services
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Product 1 - Briefly describe the product/service (list the product/service, pricing, any special features, and how it will be competitive)
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How much will it cost to provide or produce 1 unit of product 1?
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How much will you sell 1 unit of product 1?
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How many units of product 1 do you estimate you will sell in 1 week?
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Product 2 - Briefly describe the product/service (list the product/service, pricing, any special features, and how it will be competitive)
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How much will it cost to provide or produce 1 unit of product 2?
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How much will you sell 1 unit of product 2?
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How many units of product 2 do you estimate you will sell in 1 week?
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Product 3 - Briefly describe the product/service (list the product/service, pricing, any special features, and how it will be competitive)
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How much will it cost to provide or produce 1 unit of product 3?
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How much will you sell 1 unit of product 3?
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How many units of product 3 do you estimate you will sell in 1 week?
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Market Analysis
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Please describe the industry and the market that your business will be competing in.
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What is the age range of your target customer?
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What is the gender of your target customer?
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What is the income level of your target customer?
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Where does your target customer live?
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Who does your target customer buy from now?
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Who are your competitors?
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How are their prices compared to yours?
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How is their customer service compared to yours?
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What do your potential customers think of them?
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What is their greatest strength?
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What is their key weakness?
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What will your business specifically do to beat the competition?
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Management and Labor
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Enter the information for up to three key people that will help you with your business.(Name, Title, Job Description, Experience)
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Do you plan on hiring anyone else in the future?
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What characteristics or qualities will you be looking for?
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Do you have documentation for hiring and firing staff and other personnel?
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Do you have standard human resource polices and procedures?
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Do you have a Human Resource person on staff?
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Do you have a Standard Operating Plan?
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Please list any special licenses and/or permits that your business will need to operate.
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Board of Advisors & Mentors
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Do you plan on having a Board of Advisors?
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How many people do you expect to have on it?
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Please list the professions that you plan to have represented on your board. (i.e. accountant, lawyer, etc)
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If yes please describe the person.
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Marketing Strategy
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Please enter all the methods that you plan to use to market the business
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List organizations you could join to help you meet people and network?
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External Communications
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Who do you need to be communicating with more?
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Do you publish your own press releases, news bulletins, newsletters, brochures, flyers, email alerts, etc?
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Are the publications in printed or online format?
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Who writes content for the press releases, newsletters, etc.?
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Do you have any contacts with the local press? Have there been articles written about your organization or published in outside sources?
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Do you have or have ever used the services of a Publicist for media relations or media development?
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Do you have any other promotional materials – brochures, annual report, etc
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Do you have data sheets, brochures, diagrams, sketches, photographs, related press releases or other documentation about your product/service?
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Do you have a marketing plan, proposal, strategy or one-sheet?
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If yes to above question, how often are these developed, implemented, and/or assessed?
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Is your brand solidified – do people associate your mission, purpose, objectives, logo, organization’s colors or Website to your business name?
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Do you understand the purpose of branding?
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Please add any additional comments
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Start Up Budget Information
Please enter the cost for the basic items you will need to start your business. This is only the beginning list. You will update this information later. PLEASE ENTER 0 FOR COST YOU ARE NOT SURE OF
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Estimated cost for Fixtures and Equipment
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Legal and other professional fees
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Advertising and promotion
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Ongoing Monthly Cost Information
Please enter the estimated amounts for the monthly cost. This is only an estimate. There will be other categories and cost when the full plan is developed. PLEASE ENTER 0 FOR COST YOU ARE NOT SURE OF
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All other salaries and wages
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Advertising (i.e. website, flyers, social media, etc)
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Legal and other professional fees
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Business Funding
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Enter the methods that you will use to fund the business startup
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Summary
Summarize your business and why you will make it a success
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Enter a brief summary statement about your business and how you will make it a success.
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