Business

plan
WORKBOOK

Business plan
 A Step-By-Step
Simple Plan To
C r e at e a T h r i v i n g
a n d F u n C o m pa n y

Anna Runyan

Business plan
 Ta b l e o f c o n t e n t s

Part 1: Introduction 4

Part 2: Purpose Plan 5

Part 3: Product Plan 6

Part 4: People Plan 7

Part 5: Promotion Plan 11

Part 6: Profit Plan 16

“The way to get started is to quit

talking and begin doing.”

- Walt Disney

Business plan
 PA R T 1
Int roductio n
“Some succeed because they are destined to, but most succeed because they
are determined to.” - Henry Van Dyke

Business Name: Website:

Location:

Legal Form of Company: Year Company Started:

Briefly Describe What Your Business Does:

BUSINESS MARKETING MESSAGE

I work with (Ideal Client)

who struggle with (problem)

and would like to be/have (ultimate result)

What makes me different is (your uniqueness)

and because of this, my customer get a (benefit/solution)

Now write your introduction in your own words below:

Business plan
 PA R T 2
Purpose Plan
“We do not exist for the sole purpose of paying our bills, grooming our kids to be able to do the same,
and, maybe, someday, retiring to finally enjoy life, should we ever reach that point. We are here to let our
lights shine as brightly as possible, to drink in the joy of friendship and family, to serve and better the
greater community and to tap into and inspire passion in everything we do. We are here to come alive.”
- Jonathan Fields

BUSINESS VISION

creates
(Insert name of company) (Insert name of product/service)

for to
(Describe your ideal client) (Result &benefit you provide)

To accomplish this goal, we will never

(List of things you will never do)

will

(Name of company) (List of things you will do to ensure your purpose is realized)

BUSINESS MISSION

My Motivation To Start My
Business:

What I Have Figured Out That I

Want To Help Others Learn:

Business Mission Statement:

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 PA R T 3
Product Plan
“Spend 10% of time on product creation and 90% of time on marketing the
product.” - Dan Kennedy

My Product or Service Is:

I Will Deliver My Product or Service By:

I Will Ensure My Customers Are Taken Care Of By:

I Will Wow My Clients Again and Again By:

TRANSFORMATION MODEL

T he T ransformation I P rovide To My
How I P rovide It:
Cu stomers I s :

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 PA R T 4
People Plan
“I’ve learned that people will forget what you said, people will forget what you
did, but people will never forget how you made them feel.” - Maya Angelou

THE TEAM

YOU

Virtual Assistant/ Bookkeeper/ Customer Service/

Technical Support CPA/Legal Project Manager

(List current or future hiring plans) (List current or future hiring plans) (List current or future hiring plans)

Other Partnerships and Support:

(List current or future hiring plans)

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ALL ABOUT YOU, MS. CEO

MY BIO:

W hat I D o B est K nowled g e / S kill Gaps I H ave

Y O U R C E O S U CC E S S P L A N

Events I Will Attend To Move Me Closer To My Goals:

Books On My Reading List:

Rules On My Time So I Stay Productive:

I Will Pamper Myself and Practice Self-Care By:

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OUR CUSTOMERS

Ideal Client’s Demographics: (Age, income, job, location, education, religion, marital status)

Ideal Client’s Biggest Fears and Frustrations:

Ideal Client’s Biggest Hopes and Desires:

SWOT ANALYSIS

positive negative

STRENGTHS WEAKNESSES
internal

OPPORTUNITIES THREATS
external

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THE COMPETITION

Company Offerings Doing Well Could Do Better

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 PA R T 5
Promotio n Plan
“Since I’m so passionate about my work I don’t perceive marketing as salesy — instead, I see it as
professional sharing. I believe that it is our responsibility to share our great work with the world.”
- Gabrielle Bernstein

BUSINESS MODEL

WHAT IS YOUR IDEAL BUSINESS?

HOW WILL PEOPLE DISCOVER YOU? (LEADS)

HOW WILL YOU TURN LEADS INTO PROSPECTS AND GET CONTACT INFO?

HOW WILL YOU CONVERT PROSPECTS INTO CUSTOMERS?

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SALES FUNNEL SYSTEM

Title Of My Free Lead Magnet:

I Will Deliver My Lead Magnet By: The Price Of My Offer Is:

The Offer I Am Leading To Is:

My Upsell Is:

SOCIAL MEDIA STRATEGY

The Social Media Platform I Will Make

My Priority Is:

I Will Attract New fans On This Platform

By:

I Will Engage Current Fans On This

Platform By:

The Number Of Times I Will Post Per Day

Is:

My Office Hours To Spend On This

Platform Each Day Are:

The Type of Content I Am Excited To Share Is:

I Will Batch and Pre-schedule My Social Media Posts On:

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S U CC E S S A C T I O N P L A N
Q UA R T E R LY

YOUR 9 0 - ­DAY GOALS AND A C TION PLAN

Area of 30 days 60 days 90 days

Focus/Goal DUE DATE: / / DUE DATE: / / DUE DATE: / /

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S U CC E S S A C T I O N P L A N
annual

F o c u s e d G o a l s a n d Ac t i v i t i e s F o r
The Year

January

February

March

April

May

June

July

August

September

October

November

December

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THE SOMEDAY GOALS

N e x t Y ear :

I n T wo Y ears :

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 PA R T 6
Profit Plan
“The longer you’re not taking action, the more money you’re losing.” - Carrie Wilkerson

REVENUE TARGETS
monthly

Products or
Price #Sold/Month Monthly Revenue
Services

TOTAL:

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PROFIT ACTIVITIES

Annual Revenue Target

Monthly Revenue Target

Weekly Revenue Target

What is your average conversion rate from

prospect to customer?

How many total prospects do you need each

week to reach your weekly goal?

What will you do to ensure you have the above prospects in your sales funnel each
week?

Business plan
 Congrats!
YOU are rescued! You have
officially earn ed you r life
prese rve r! Woohoo!

How amazing does it feel to have a rock solid plan

for your dream freedom business? This is your time!
I am so proud of you! Let’s do this!

Anna Runyan
Creator of Corporate Rescue Plan
Founder of Classycareergirl.com

Business plan