It should be noted that there is no special software required to use these templates. All business plans come in Microsoft Word and Microsoft Excel format. Each business plan features:

• Excecutive Summary
• Company and Financing Summary
• Products and Services Overview
• Strategic Analysis with current research!
• Marketing Plan
• Personnel Plan
• 3 Year Advanced Financial Plan
• Expanded Financial Plan with Monthly Financials
• Loan Amortization and ROI Tools
• FREE PowerPoint Presentation for Banks, Investors, or Grant Companies!

1.0 Executive Summary

The purpose of this business plan is to raise $175,000 for the development of a telemarketing firm while showcasing the expected financials and operations over the next three years. Telemarketing, Inc. (“the Company”) is a New York based corporation that will provide outsourced telemarketing and sales management to business customers in its targeted market. The Company was founded in 2009 by John Doe.

1.1 Products and Services

The Company, through its telemarketing facility, will offer business clients the outsourced ability to generate leads and sales. Mr. Doe is currently sourcing an office that will accommodate approximately 12 to 15 callers who will place calls for sales on behalf of business clients. The Company will earn revenues from both per hour telemarketing fees (charged on a per hour or per call basis), plus sales commissions if the Company is acting in a direct sales capacity on behalf of a client. The third section of the business plan will further describe the services offered by Telemarketing, Inc.

1.2 The Financing

Mr. Doe is seeking to raise $175,000 from as a bank loan. The interest rate and loan agreement are to be further discussed during negotiation. This business plan assumes that the business will receive a 10 year loan with a 9% fixed interest rate.

1.3 Mission Statement

Telemarketing’s mission is to become the recognized leader in its targeted regional market for providing outstanding outsourced sales and lead generation support for medium and large sized businesses.

1.4 Mangement Team

The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the telecommunications industry. Through his expertise, he will be able to bring the operations of the business to profitability within its first year of operations.

1.5 Sales Forecasts

Mr. Doe expects a strong rate of growth at the start of operations. Below are the expected financials over the next three years.

1.6 Expansion Plan

The Founder expects that the business will aggressively expand during the first three years of operation. Mr. Doe intends to implement marketing campaigns that will effectively target medium and large sized businesses with large sales needs within the target market.

2.0 Company and Financing Summary

2.1 Registered Name and Corporate Structure

Telemarketing, Inc. The Company is registered as a corporation in the State of New York.

2.2 Required Funds

At this time, Telemarketing, Inc. requires $175,000 of debt funds. Below is a breakdown of how these funds will be used:

2.3 Investor Equity

Mr. Doe is not seeking an investment from a third party at this time.

2.4 Management Equity

John Doe owns 100% of Telemarketing, Inc.

2.5 Exit Strategy

If the business is very successful, Mr. Doe may seek to sell the business to a third party for a significant earnings multiple. Most likely, the Company will hire a qualified business broker to sell the business on behalf of Telemarketing, Inc. Based on historical numbers, the business could fetch a sales premium of up to 4 times earnings.

3.0 Products and Services

Below is a description of the telemarketing services offered by the Company.

3.1 Lead Generation Services

The primary source of revenue for the business will come from the sale of per hour/per call telemarketing services on behalf of medium and large businesses. The Company, through its diverse directory of calling lists, will be able to contact potential customers on behalf of clients to inform them of the products/services offered by the Company’s clients. It should be noted that at all times the business will comply with all state and federal laws regarding telemarketing. Mr. Doe, prior to the onset of operations, will develop an extensive employee handbook to address any and all legal issues that the business will face as it progresses through its operations.

3.2 Sales Services

In addition to generate leads on behalf of clients, the business will also generate substantial revenues from sales commission generated from clients that allow Telemarketing, Inc. to operate as an outsourced sales solution. Typically, the commission fee for successful telemarketing transactions range from 15% to 20% of the aggregate amount of the product/service sold. Telemarketers hired by the Company will receive 30% of the Company’s commission to further their incentive to sell on behalf of Telemarketing, Inc.’s clients.

4.0 Strategic and Market Analysis

4.1 Economic Outlook

This section of the analysis will detail the economic climate, the telemarketing industry, the customer profile, and the competition that the business will face as it progresses through its business operations. Currently, the economic market condition in the United States is in recession. This slowdown in the economy has also greatly impacted real estate sales, which has halted to historical lows. Many economists expect that this recession will continue until mid-2009, at which point the economy will begin a prolonged recovery period. However, telemarketing firms tend to operate with great economic stability as even during times of economic pullback, medium and large businesses look to outsource their lead and sales generation needs to third parties, which is less costly than maintaining an in-house sales staff.

4.2 Industry Analysis

Within the United States, there are 3,500 companies that operate in a telemarketing capacity as an outsourced sales solution for medium and large businesses. Each year, these firms generate in excess of $12 billion of revenue while providing jobs for more than 360,000 people. In each of the last five years, aggregate payrolls and commission compensation for these employees has exceeded $6 billion. This is a mature industry, and the future expected growth rate is anticipated to mirror that of the general economy. However, and as stated above, these firms may actually see an increase in demand for services as large corporations outsource their sales and lead generation needs to third party companies to reduce overhead and personnel expenditures.

4.3 Customer Profile

In this section of the analysis, you should describe the type of customer you are seeking to acquire. These traits include income size, type of business/occupation; how far away from your business is to your customer, and what the customer is looking for. In this section, you can also put demographic information about your target market including population size, income demographics, level of education, etc.

4.4 Competitive Analysis

This is one of the sections of the business plan that you must write completely on your own. The key to writing a strong competitive analysis is that you do your research on the local competition. Find out who your competitors are by searching online directories and searching in your local Yellow Pages. If there are a number of competitors in the same industry (meaning that it is not feasible to describe each one) then showcase the number of businesses that compete with you, and why your business will provide customers with service/products that are of better quality or less expensive than your competition.

5.0 Marketing Plan

Telemarketing, Inc. intends to maintain an extensive marketing campaign that will ensure maximum visibility for the business in its targeted market. Below is an overview of the marketing strategies and objectives of the Company.

5.1 Marketing Objectives

• • Establish relationships medium sized businesses, large businesses, and other sales firms within the target market.

• • Develop an online presence by developing a website and placing the Company’s name and contact information with online directories.

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5.2 Marketing Strategies

Mr. Doe intends on using a number of marketing strategies that will allow Telemarketing, Inc. to easily target medium and large sized businesses within the regional market. These strategies include traditional print advertisements and ads placed on search engines on the Internet. Below is a description of how the business intends to market its services to the general public. Telemarketing, Inc. will also use an internet based strategy. This is very important as many people seeking specialized services, such as telemarketing firms, now the Internet to conduct their preliminary searches. Mr. Doe will register Telemarketing, Inc. with online portals so that potential customers can easily reach the business. The Company will also develop its own online website showcasing the sales/lead generation services offered by the business, its contact information, preliminary fee information, and how to become a client of Telemarketing, Inc. The Company will maintain a sizable amount of print and traditional advertising methods within specialized commercial markets via industry publications to promote the telemarketing services that the Company is offering. These print advertising campaigns will continue to expand as Telemarketing’s infrastructure concurrently increases.

5.3 Pricing

In this section, describe the pricing of your services and products. You should provide as much information as possible about your pricing as possible in this section. However, if you have hundreds of items, condense your product list categorically. This section of the business plan should not span more than 1 page.

6.0 Organizational Plan and Personnel Summary

6.1 Corporate Organization

6.2 Organizational Budget

In this section of the business plan, you should write a two to four paragraph biography about your work experience, your education, and your skill set. For each owner or key employee, you should provide a brief biography in this section.

7.0 Financial Plan

7.1 Underlying Assumptions

• • Telemarketing, Inc. will have an annual revenue growth rate of 16% per year.

• • The Owner will acquire $175,000 of debt funds to develop the business.

• • The loan will have a 10 year term with a 9% interest rate.

7.2 Sensitivity Analysis

In the event of an economic downturn, the business may have a decline in its revenues. However, telemarketing services are continually in demand among medium and large sized businesses as maintaining an in-house sales call infrastructure is expensive. As such, and given the current economic climate, the Company should be able to maintain a stable revenue base from clients that are seeking to reduce their telemarketing and sales costs by outsourcing these functions to third parties like Telemarketing, Inc.

7.3 Source of Funds

7.4 General Assumptions

7.5 Profit and Loss Statements 

7.6 Cash Flow Analysis

7.7 Balance Sheet

7.8 General Assumptions

7.9 Business Ratios

Expanded Profit and Loss Statements

Expanded Cash Flow Analysis