Create Your Proforma Template Word for Marketing Effortlessly

Proforma template word for Marketing

foreign [Music] I am the owner of quality business plan and what I'd like to do today is to introduce you all to my tree trimming and removal business plan template so the way the video is going to play out is first and foremost going to go ahead and give you a little bit of background about me who I am what I do and why I do it and then after that what we'll do is I will review my word document as well as the Excel financial model portions of my business plan template so without further Ado let's go ahead and zip through this little presentation I've got prepared for y'all as promised a little bit about me again Paul Borowski doctoral candidate MBA as well as owner of quality business plan and quality business consultant I am a professional writer specifically a business plan writer so if you all want to avoid all the fun and excitement trials and tribulations growth opportunities of writing your own business plan feel free to pick up the phone with me call somebody text me email my contact information is right here I would be delighted to write a business plan for you I am also a published author on amazon.com check out some of my books there they're focus on business blend writing as well as understanding financial statements and then finally I am an adjunct professor and subject matter expert in both business and finance so if you do need some help with those pesky's financial projections business plans ready to go but those numbers are keeping you up at night I'd be delighted to do your financial projections for you again pick up the phone give me a call to me texting me email be delighted to help foreign enough about me let's go ahead and take a look at my tree trimming and removal company business plan template and so if and when you do purchase my tree trimming and tree removal business plan template it does come with a Word document as well as a financial model which is in Excel and so once you open up the word document you're going to be greeted with the title page most of my companies most of my clients what they'll do is they'll remove the tree trimming and removal company wording they'll go ahead and put their logo and then leave business plan underneath the next page and the template is going to be table contents so once you go through the the business plan template you add a little bit more meat to the Bone you update it with your information make it yours personalize it what you'll do is you'll come back to the table of contents click on the table of contents click on update table click an entire update entire table click on OK and then what will happen is all of the information here will update ingly the headings as well as the page numbers your next section is going to be the executive summary when you're going through when you are going through the business plan look for the yellow highlights in the yellow highlights that is information I recommend that you update if there's parentheses you definitely want to put your information in there if it's just highlighted make sure to review it and make sure it's germane or important or still relevant for your company in the executive summary section I do include the tree trimming and removal company summary we also have the target market information financial highlights these numbers would come from your financial model and we've got a funding request section and then the next section is going to be your company description section in the company description section again you have your company summary then you'll have popular services offered a starting point for your competitive Advantage discussions we'll also have a primary target market information section pricing strategy section hours of operation your location and also including your office space if applicable and then finally a business objectives and timeline segments which is pretty much a summarized version of a strategic plan and it just tells the reader where you're going to be in the next 3 6 and 12 months your next section is going to be your industry analysis section and what I've done is I've got a subscription to what's called Ibis World Ibis world is the industry leader in Industry research and so what I do is I access the report I summarize their information and then I update the template ingly some of the information summarized and updated from Ibis world would be the revenues profits profit margin number of businesses employment as well as wages for the industry your next section is going to be your Swan analysis and you just want analysis it is smart art so what you'll do is you'll click on the smartart click on the little arrow right here and once you have your bullet points update the text ingly your next section is going to be your organizational structure and your organizational structure it does come with two segments which is the ownership segment as well as your organizational charts in the organizational chart you'll click on it and then you'll click on again the little arrow and then you'll have the bullet points and those bullet points you will go ahead again and update with your company information on page nine you're going to find your marketing section in the marketing section typically my tree trimming and tree removal clients what they're going to do is they're going to be advertising in three Revenue channels which is going to be your traditional marketing your internet marketing and your social media marketing so I do give you a starting point for each one of those marketing channels next section is your funding your request how much money do you need to get this party started your term as well as the interest rates expected and then we have our financial projections Financial projections come from the financial model and that's in the Excel file it is also included in the purchase on my business plan template in the financial model I do break up my profit loss statement for a month to month as well as quarterly for the first year so for the year one is month one through three quarter one month four through six Quarter Two month seven through nine quarter three month 10 through 12 quarter four and then also in the financial model you'll have your pro forma income statement for the next five years annually all right so in order to get that information you do need to update the financial model and in the financial model like I said it does come in a Excel file and in the Excel file once you open it up you're going to have four tabs your information page your projections your profit and loss and then your income statement any changes that you made make to the information page will update the projections The Profit loss and the income statement on this page right here you can update your sales here your labor then you have your a section for your startup cost your monthly fixed costs miscellaneous information and then you can update your growth for a growth for sales for the next five years as well as annually for your cost and then you can put your loan information here and also I do provide a tutorial on a more in-depth tutorial on how to use this on my on my website all right so hopefully this information was helpful so let's go ahead and wrap it up and sum it up in summary if you are interested in purchasing my business plan template it does come with a customizable Word document as well as a basic financial model that is customized for the industry I also provide various tutorials you can find my tutorials on this link right here if the tutorials just help you with the various aspects of the business plan template completing them and those tutorials can be accessed before or after you purchase a business plan template keep in mind there are some limitations to all my business plan templates you do need Microsoft Word and Microsoft Excel in order to make edits and also if you have any questions comments or concerns before you purchase a business plan template be delighted to have a great conversation with you my contact information is right here pick up the phone give me a call somebody text some email you know great conversation however after you purchase my template then I do not offer free phone support if you want me to help you fill out that template I do charge for the service the services there it's mentoring but like I said I do charge for it and then finally if you do want to buy my business plan templates or check out the various templates that I have the link is right here and then finally if you don't want to mess around business plan templates you don't want to mess around with tutorials you just want a professional to write your business plan for you or you just want a professional to do your financial projections I would be delighted to do so pick up the phone give me a call somebody text send me email or visit my prices page right here and then finally please subscribe to my channel and that's it hopefully this was helpful I'll go out and make a little bit of money and have a great day thank you