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Business development plan example

Example 90-day business development plan (B2B SaaS):

Goal: Acquire 10 new paying customers and $12k MRR in 90 days.

  1. Target: small marketing agencies (5–50 staff) in US/UK.
  2. Value proposition: reduce project delivery time by 30% with simple onboarding + agency templates.
  3. Metrics: leads/week (50), demos/week (8), conversion rate (25%), CAC <$1,200, churn <5%/month.
  4. Activities (weekly): run 50 warm outreach emails + 30 LinkedIn connects; publish 1 case study and 1 blog; run $800/month LinkedIn ads; host 2 product demos/webinars.
  5. Partnerships: sign 3 referral partners (agency consultants) offering 20% referral fee.
  6. Sales ops: use CRM (HubSpot), create 5-stage pipeline, standardized demo script, 7-day follow-up cadence, 14-day trial + onboarding checklist.
  7. Budget & roles: $1,500 marketing, 10 hours/week sales rep, 8 hours/week content.
  8. Review: weekly KPI check, monthly strategy pivot if <50% progress.

Use this as a template—adjust targets, channels, and budget to your business. What industry and revenue target do you want this plan to aim for?

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