1. Business Plans Sales Training
BizCentral USA Business Plan Packages, Pricing and Policies
Business Plan Sales Training
HBIF Meeting
Presentation By:
BizCentral USA

2. Agenda What is a business plan? Why do clients buy a business plan?
Selling A Business Plan
SBA Business Plan Sections
BizCentral USA Business Plan Offerings
Terms of Service
Business Plan Steps
Conclusion

3. What is a Business Plan?
A business plan is a written document that describes all the relevant internal and external elements and strategies for starting a new venture by an entrepreneur.
It is a integration of functional plans such as marketing, finance, manufacturing, sales and human resources.

4. Why do clients buy Business Plans?
It is a requirement by banks and investors for funding.
Professional writers can serve as a sounding board to help clients fine tune ideas.
Clients want to become better organized and see if their concept is financially viable.

5. Selling A Business Plan
Ask why the client needs the business plan, the industry, and financial goals.
Clients that are engaged in new, hybrid, international, or complex industries need to be directed to correct packages.
We do not offer discounts for clients with existing business plans.
We use the SBA’s preferred format and include industry and demographic research from the U.S. Census or free resources.

6. SBA Business Plan Sections
Executive Summary
Objectives
Mission
Keys to Success
Company Summary
Start up summary
Services/Products

7. SBA Business Plan Sections, cont.
Market Analysis summary
Market Segmentation
Service Business Analysis
Demographics
Competitive Edge
Marketing strategy
Sales Strategy
Sales Forecasts

8. SBA Business Plan Sections, cont.
Management Summary
Personnel plan
Milestones
Financial plan
Start up funding
Important assumptions
Break even analysis
Projected profit and loss
Projected cash flow
Projected balance sheet
Business ratios

9. Business Plan Packages
8(a) Business Plan Package $629
Basic Business Plan Package (Start-up) $629
Business Plan Package Plus $849
Business Plan Premium Package $1,599
Business Plan Investor Package $2,599

10. 8(a) Business Plan Pkg. 8(a) Business Plan Basic Package is $629
Client responsible for providing answers to a series of questions and financial data
Make sure client understands that all clients accepted into the 8(a) program must complete the 8(a) Business Plan in order to be eligible
1 Revision (7 days) and 48-hour courtesy review

11. Business Plan Basic Pkg.
Business Plan Basic Package is $629
It includes the following options
Standard Business Plan
3 Years Financials (sales ≤ $300K)
Research & Writing (2 hours)
Basic Market Segmentation/Demographics
Start-up toolkit
1 Revision (7 days) and 48-hour courtesy review

12. Business Plan Pkg. Plus Business Plan Package Plus is $849
It includes the following options
Standard Business Plan
3 Years Financials (sales ≤ $500K)
Research & Writing (3 hours)
Basic Market Segmentation/Demographics
Basic PowerPoint
1 Revision (7 days) and 48-hour courtesy review

13. Business Plan Premium Business Plan Works is $1,599
It includes the following options
Standard Business Plan
5 Year Financials (sales ≤ $1 Million)
Advanced Market Segmentation/ Demographics
Research & Writing (6 hours)
Basic PowerPoint
Past Performance Review
Basic Logo 2 Samples / 2 Revisions
1 Revision (7 days) and 48-hour courtesy review
2 hour revision retainer (must be used in 6 months)

14. Business Plan Investor Package
Business Plan Investor Package is $2,599
It includes the following options
Standard Business Plan
5 Year Financials (sales ≥ $1 Million)
Advanced Market Segmentation/ Demographics
Research & Writing(8 hours)
Exit Strategy
Themed PowerPoint (includes 5 Free Pictures Professional Pictures)
Cover Letter
2 to 3 Page Executive Summary
Custom Logo 3 Samples / 3 Revisions
1 Revision (7 days) and 48-hour courtesy review
4 hour revision retainer (must be used in 6 months)

15. Terms of Service
We will prepare the initial draft only when content for all sections of the order have been received.
Business grant services are not customized or targeted toward any specific funding program.
We can recommend a package upgrade if the business plan is not a good fit based on client communication

16. Terms of Service, cont.
Extra content, new sections, or modifications have an hourly charge of $50, paid in advance.
We cannot guarantee funding!
Financial projections will be created based upon the information provided by the client.
We will create your projections based on similarly structured businesses if client does not know.

17. Terms of Service, cont.
Post-draft revisions are due in writing no later than 7 calendar days after the draft.
All requested post-draft revisions must be submitted at the same time.
Revisions received after this 7 day period are subject to a $50 per hour quote and only will be completed after the remaining balance and the revision quote has been paid in full.
Post-draft revisions are normally completed 2-5 business days after receipt.

18. Business Plan Steps Sales Confirms order, payment, & emails terms.
Customer Care s General Questionnaire
Customer Care explains the process & scheduling
Interview with Production Rep to discuss telephone agenda and financials.
Production s the business plan draft within 10 to 15 business days of receiving all information.
Client has 7 calendar days to make all revisions. Feedback or revisions of initial draft must be in writing and limited to a single . Traditionally, clearly described revisions are completed within 5 business days.

19. Business Plan Steps
Production Rep s the final business plan draft as it will be forwarded to printing department. We provide a courtesy 48-hour review period for client to us a print ready version (if desired).
Customer Care confirms shipping address and collects balance (if any) prior to shipping.
Customer Care prints the final copy of Business plan in color and binds it in a "report cover“
Mailed via USPS priority mail

20. Conclusion
Business Plans are a critical document for staying organized.
We use the SBA’s preferred business plan format.
Banks and investors need to see a business plan before giving any money to start/grow a business.
BizCentral USA cannot guarantee funding.