1. Step-by-Step Business Execution Plan
File Type: Interactive PDF, Excel, and optional Word (for detailed instructions)
Outline:
Vision Statement/Business Model Canvas Template
Objectives: Set SMART goals aligned with the mission.
Key Milestones/Weekly/Monthly Action Plan Sheet
Action Steps/Task Priority Matrix
Progress Tracking Dashboard/Resources Needed.).
Risk Assessment Checklist.
Performance Metrics: Define KPIs to measure progress.
2. Goal Setting & Milestone Tracker
File Type: Interactive PDF, Excel with progress tracking, and graph options
Outline:
Long-Term Vision/SMART Goals Worksheet; Overarching goals (3-5 years).
Quarterly Goals: 30-60-90 Day Planner: Define short-term actionable goals.
Milestones Tracker :OKR (Objectives & Key Results) Template
Timeline: Deadlines for each milestone.
Progress Indicators: Visual indicators to mark achievements.
3. Budget & Financial Planning Tool
.File Type: Excel with formulas, optional Interactive PDF for guidance
.Outline:
1 .Fixed Costs: Monthly recurring costs.
2.Variable Costs: Costs that fluctuate with operations.
3.Profit & Loss Forecast: Summary for projections and real-time updates.
4.Cash Flow Tracker: Inflow vs. outflow analysis.
5.Financial Goals: Annual and quarterly financial goals.
6.Budget Adjustments: Track changes and justify budget shifts.
7.Revenue Streams: Identify and estimate revenue sources.
4. Branding & Marketing Strategy Template
File Type: Interactive PDF, Word for detailed descriptions, optional Excel for budget
Outline:
Brand Identity: Mission, values, and tone of voice.
Target Audience: Customer demographics and psychographics.
Competitive Positioning: Unique selling points (USPs).
Marketing Channels: Social, email, SEO, and paid advertising.
Social Media Content Plan: Weekly or monthly content schedule.
Budget Allocation: Outline marketing budget and expected ROI.
Campaign ROI Tracker/Success Metrics: KPIs specific to brand and audience growth.
5. Operational Blueprint for Daily Management
File Type: Interactive PDF and Excel (for tracking and daily management)
Outline:
Daily Priorities and operations Checklist: Top 3 daily priorities.
Standard Operating Procedures (SOPs): Document essential workflows.
Team Roles: List key roles and responsibilities.
Task Management and Responsibility Matrix: Daily task list with deadlines.
Feedback Loop: Space for reflections and improvements.
Progress Tracker and Process Flow Templates:
Daily achievements and challenges.
6. Market Research & Competitor Analysis Worksheets
File Type: Excel for data input and calculations, PDF for research framework
Outline:
Market Overview: Key trends, size, and growth projections.
Target Audience Insights: Demographics, psychographics.
Competitor Analysis Matrix: SWOT Analysis Template and Industry Research Framework.
Competitive Advantage: Unique positioning.
Market Entry Strategy: Tactics for market penetration.
7. Customer Persona & Journey Mapping
File Type: Interactive PDF, optional Excel (for tracking behaviors)
Outline:
Persona Profile: Customer Persona Template: Age, income, location, preferences.
Customer Goals: Needs, desires, pain points.
Touchpoints: Interaction points with the brand.
Customer Journey Stages: Customer Interview Questions: Awareness, consideration, decision, and loyalty.
Actionable Insights/Feedback Collection Forms: Strategies to enhance customer journey.
8. Business Pitch & Investor Deck Templates
File Type: PowerPoint/Keynote for presentations, PDF for notes
Outline:
Introduction Slide: Business name, tagline, and value proposition.
Problem Statement: Define the market problem.
Solution Overview: Highlight the product/service.
Market Opportunity: Size, growth rate, and demand.
Competitive Advantage: What sets the business apart.
Business Model: Revenue and distribution channels.
Financial Projections: 3-5 year financial forecast.
Ask: Investment requirements and planned use of funds.
9. Legal Checklist & Documentation Guide
File Type: PDF with checkboxes, optional Word for editable checklist
Outline:
Business Structure: Entity formation and registration.
Licenses & Permits: Relevant industry permits.
Contracts & Agreements: Essential templates.
IP Protection: Trademarks, copyrights, patents.
Compliance Requirements: Regulatory checklists by industry.
Employee Documentation: HR policies, agreements.
Review Schedule: Annual review and update reminders.
10. Bonus: Productivity Hacks & Time Management Tips
File Type: PDF or Digital Flipbook (for easy reading)
Outline:
Daily Productivity Routines: Morning and evening habits.
Time Management Techniques: Pomodoro, batching, time-blocking.
Energy Management: Tips to sustain high energy.
Task Prioritization Tips: Methods to rank tasks.
Tool Recommendations: Apps and tools for productivity.
Motivation & Focus Tips: Ways to maintain motivation.
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You get lifetime access to all templates and materials, including future updates. Once you purchase, it’s yours forever.
Our templates come in multiple formats including Excel, PDF, Google Sheets, and Notion. You can choose the format that works best for you.
Currently, we’re offering a special launch price of $247 (75% off the regular price of $997). We also offer a flexible payment plan of 3 monthly payments of $97.
We accept all major credit cards (Visa, MasterCard, American Express), PayPal, and debit cards. All payments are processed securely through [Payment Processor].
We provide:
Yes! All future updates and improvements are included free with your purchase. As we add new features and templates, you’ll get instant access.
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