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Simple business plan template

Here’s a lean, actionable business plan template you can complete in 1-2 hours. Copy each section into a document and fill in the brackets.


1. ONE-PAGER (The Snapshot)

Write this last, but place it first. Keep it to 3-4 paragraphs.

The Problem: [What pain point are you solving?]
Your Solution: [Product/service in one sentence]
Target Market: [Who pays you? Be specific: "Marketing directors at 50-200 employee SaaS companies"]
Revenue Model: [How you make money: subscriptions, one-time sales, B2B contracts, etc.]
The Ask: [If seeking funding: amount & what it buys. If bootstrapping: key milestone this plan achieves]


2. BUSINESS DESCRIPTION

Mission: [Why you exist beyond money—1 sentence]
Legal Structure: [LLC, S-Corp, Sole Prop?]
Stage: [Idea/MVP/Generating Revenue/Scaling]
Location: [Physical or virtual HQ]

Success Metrics (90-day):

  • [Metric 1: e.g., "100 paying customers"]
  • [Metric 2: e.g., "$10k MRR (Monthly Recurring Revenue)"]
  • [Metric 3: e.g., "Launch in 2 distribution channels"]

3. PRODUCT/SERVICE LINE

OfferingPriceCost to DeliverKey BenefitStatus
[e.g., Consultation]$100$10 (time)Saves 10 hrs/weekLive
[e.g., SaaS Tier 1]$19/mo$1/mo hostingAutomates reportingBeta

Differentiation: [Why choose you over [Competitor X]? Avoid "better service"—be concrete: "We deliver in 24 hrs vs. their 5 days"]


4. MARKET ANALYSIS (Keep it light)

Total Addressable Market (TAM): [Broad market size, e.g., "$10B wellness industry"]
Serviceable Obtainable Market (SOM): [Realistic 3-year capture: "$1M revenue potential"]

Customer Persona:

  • Demographics: [Age, income, job title]
  • Psychographics: [What keeps them awake at night? What do they read?]
  • Buying Trigger: [What event causes them to purchase?]

3 Direct Competitors:

  1. [Name]: [Their strength] / [Their weakness you exploit]
  2. [Name]: [Strength] / [Weakness]
  3. [Name]: [Strength] / [Weakness]

5. SALES & MARKETING

Acquisition Channel 1 (Primary): [e.g., LinkedIn outreach, Google Ads, TikTok organic]

  • Tactic: [Specific action: "Post daily carousels targeting #operationsmanagers"]
  • Budget: $[Amount]/month
  • Target CAC (Customer Acquisition Cost): $[X]

Acquisition Channel 2 (Secondary): [e.g., Referral program, Trade shows]

Sales Process:

  1. [Lead capture: Free audit? Newsletter?]
  2. [Nurture: Email sequence? Demo call?]
  3. [Close: Proposal template? Self-checkout?]
  4. [Retention: Onboarding flow? Support SLA?]

6. OPERATIONS

Key Activities: [What you DO—manufacturing, coding, consulting, fulfillment]
Suppliers/Vendors: [Critical dependencies: AWS, Shopify, raw materials supplier]
Tech Stack: [Website builder, CRM, accounting software]
Location Needs: [Home office / Coworking / Warehouse / Retail?]

Risk Mitigation: [What if your main supplier fails? What if acquisition channel dies?]


7. TEAM & HIRING

RoleName/StatusBackgroundTime Allocation
CEO/Product[You][Expertise]Full-time
[e.g., CTO][To Hire][Required skills]Contract → Full
[e.g., Sales][Partner Name][Track record]Part-time

Advisory Board: [2-3 experts you can call for advice? Industry vets?]


8. FINANCIALS (The Numbers)

Startup Costs: [One-time expenses to launch]

  • Equipment/Tech: $[X]
  • Legal/Formation: $[X]
  • Initial Inventory: $[X]
  • Total: $[X]

Monthly Operating Costs (Burn Rate):

  • Software/Tools: $[X]
  • Marketing: $[X]
  • Salaries (including yours): $[X]
  • Rent/Utilities: $[X]
  • Total Monthly: $[X]

Revenue Projections (Conservative):

  • Month 3: $[X]
  • Month 6: $[X]
  • Month 12: $[X]
  • Break-even: [When costs = revenue?]

Funding Needs: $[Amount] for [months] of runway to reach [milestone]


9. MILESTONE ROADMAP

Next 30 Days:

  • [Concrete task]
  • [Concrete task]

Next 90 Days:

  • [Launch/Milestone]
  • [Customer count/Revenue target]

Year 1:

  • [Major goal: "Profitable" / "Series A ready" / "3 new hires"]

QUICK-START CHECKLIST

Before you write, gather:

  • 3 competitor websites (screenshot their pricing)
  • 5 potential customer interview notes (validate the problem!)
  • Spreadsheet template for the financials (Google Sheets is fine)

Pro Tip: Skip perfect grammar. Use bullet points. This plan is for you to stay focused and for lenders/investors to see you’ve thought it through—not for a literary award.


Want me to expand on any specific section? For example:

  • Are you struggling with the financial projections (I can give you formulas)?
  • Do you need market research shortcuts for your specific industry?
  • Is this for funding/loans (needs more rigor) or internal use (can be lighter)?

What type of business are you planning, and what stage are you at—idea, MVP, or already generating revenue?