http://shop.unfunnel.com/product/startup-annual-business-plan-excel-template/ Your first order of business, as a new business, is having a strategic plan. It typically starts with an inspiration of new indicatives you think will help move the needle, combined setting targets on the revenue and new customers you need to start making a profit. Your plan can be simple. You don’t need a 50-page strategic document. We recommend a scorecard that outlines: Your objectives – what will you need to do to be a successful startup New customers – growth, how many customers do you need and how much effort do you need to put into new business efforts Retention of current (if applicable) Brand awareness – all your identify elements and promotional plan to raise awarness Value proposition – it could be something like social responsibility – what makes you different from a competitor? If you are a brand new startup, you may have additional operational goals for reporting, team building, hiring resources etc. Bottom line, is you need to have a plan. Compared to execution, strategy is the easy part. But you can never execute if you don’t start with a plan. Here is a template to get you thinking.

1. OBJECTIVES STRATEGIES TACTICS
MEASUREMENT OF
SUCCESS
Print piece "snapshot" showing all our products and services, small digital print runs with
"Create Your Own Brochure" so this can be updated quarterly as necessary, used as
stand-alone one-sheeters, posted online and customized for each audience.
# of snapshot PDF downloads
Manage an email list of [audience1&2] that can be segmented by top influencers and
niche. Create emails with only landing pages that house up-to-date resources that reflect
the information in the more general printed "snapshot"
Email metrics and landing page conversions
Hold an annual event or webinar and invite all [audience1] to learn about our services and
network together.
% response rate of attendance
Annual appreciation "end of year" Thank You event for [audience1] [audience2]
% response rate of attendance and
satisfaction survey results
Establish an incentive program for referrals from [audience1] and other key influencers ROI after 1 year
2. New Customers (General)
Retargeted online ads in social, email, youtube and search with CTA "Learn more" and
"Buy Now"
Monthly ROI of paid media
Establish a Tag Management system for remarketing tags on all website properities # of new partners
Establish media partnerships for added value media # of free impressions
Establish social media outreach and increase network reach & engagement
3. Brand Awareness
Create a PR plan for the rebranding initiative from
conception through execution
Cultivate relationships with key media influencers through XX event sponsorships in 2015
# of brand social mentions and searches
online
Establish a system for realtime communication of key brand messages, impact results and
develop a monthly newsletter personalized with the same information but visuals targeted
to each audiences
Email metrics for newsletter
BUSINESS STARTUP ANNUAL PLANNING TEMPLATE
1. New Referrals
Obtain XX new referrals through
[audience1] and [audience2]
referrals (Estimate $XX M in
revenue)
Communicate with [audience1] and [audience1] at
least 24 times per year to engage, educate about
products/services and encourage referrals
Obtain XX new customers in 2015 "Evergreen" integrated channel brand awareness
campaign
Increase online brand awareness,
engagement and reach by XX%
Establish a system for efficiently reaching PR and
Blog influencers locally, in the US and internationally
Business-Startup-Annual-Plan

2. Establish a brand blog with weekly posts and stories that position the startup as a leader
in the industry niche # of weekly posts and time on site
Attend 4 networking events per month and send LinkedIn invitation to new contacts met at
events
# attended and new contacts
Create an online media resource center and kits for all markets # of unique visitors and downloads
Identify what issue is relevant to your business and
how your product can help the world.
Optimize conversion pathways on your website for traffic driven from social channels # of conversions
Increase awareness about community-centric impact
strategic product development
Co-sponsor community events that can be used to promote sustainability initiatives % attendance rate, social shares, event
satisfaction ratings
Increase # millenial followers Create a "sharable" video that appeals to younger gen X and millenial audiences # of millenial prospects acquired
5. Retention of Current Customers
Enhance online communication portal and quarterly
report back emails
New website initiative functionality enhacements and marketing automation # of completed website interaction goals
Personalize the brand by featuring team profiles and
interests
Build robust employee profiles that communicaties their personal and professional
passions and successes
% engagement and new referrals
Craft 12 new stories of impact which include a video testimonials # of video views and shares
Create a life event messaging strategy with personalized multi-channel communications
with incentives (birthdays, etc.) for holidays that make sense
# of individual purchases
Enhance exclusive resources, ebooks, webinars etc. allow for multi-channel distribution
and repeat usage for current customers # of downloads and shares
Offer affiliate lead programs and business revenue or stock-sharing programs # of partners
4. Social Sustainability & Global Impact
Increase social reach by XX% and
develop advocy content around
an issue.
Increase brand engagement by
XX% for current customers
Tell the story of the history of the brand and the
customer's impact on growth
Business-Startup-Annual-Plan