Strategic Business and Marketing Plans

Choose the Strategic Business and Marketing Plan that fits your goals and budget. Ask about custom plans.

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Strategic Business and Marketing Plans

Inventors such as yourself who are looking to sell your invention or new product idea each have unique needs and budgets. That is why we offer several Strategic Business and Marketing Plans for you to choose from that are tailored to your particular needs.

Simply read the descriptions of the four plans immediately below to find the one that fits your inventor goals and budget. You can do a detailed package comparison using the Plan Comparison Chart located below the descriptions.

Please note that crowdfunding is available to help you fund these plans if your invention is entered into our Invention Commercialization and Profitability ProgramTM by receiving a favorable assessment in our Basic Invention Evaluation, and is "patent pending" or patented.

If your invention is accepted into our program but you do not have "patent pending", we can help get a provisional patent application or a utility patent application filed through a licensed patent attorney to lock-in "patent pending".

Strategic Business and Marketing Plans

1. Basic Strategic Business and Marketing Plan

Designed for independent inventors on a budget who want a professionally written plan to reach their invention goal, whether it be to sell, license, or manufacture and sell products based on their invention. Focuses primarily on developing a comprehensive marketing plan to reach your invention goal. If you intend to set up and run a business to license or manufacture and sell products based on your invention, the Advanced Strategic Business and Marketing Plan is a better choice as it provides additional business analysis pertinate to starting and running a small business.

2. Advanced Strategic Business and Marketing Plan

Designed for independent inventors who want to set up a small business to license or manufacture and sell products based on their invention. Includes all of the marketing plan items plus a business plan to properly assess your capabilities, capital requirements, strengths and weaknesses, and obtain funding to set up your small business. If you already have an ongoing small business, then the Professional Strategic Business and Marketing Plan is a better choice as it provides additional strategic planning analysis pertinant to planning the future course of your small business.

3. Professional Strategic Business and Marketing Plan

Designed for established small to medium sized businesses planning for the future that require in-depth strategic planning analysis. Includes strategy, goal, and program development to build on company strengths, resolve threats, exploit opportunities, and avoid threats. This includes the business as a whole such as diversification, organic growth, and acquisition plans as well as matters in key functional areas such as internal cash flow to fund future growth, new products that will progressively replace existing ones, and sub-contracting assembly work to lower the break-even point. Specific time-based measurements are established in implementing the strategies in pursuit of the company's objectives that relate to factors such as market size and share, products, finances, profitability, utilization, and efficiency. Action programs are established to implement strategy and goals consistent with the company mission, objectives, values, etc.

Strategic Business and Marketing Plan
Comparison Chart

I. Marketing Plan Basic Advanced Professional
1. Executive Summary

An overview of the Marketing Plan.

2. Challenge

A brief description of product or service including strategic goals and sales figures.

3. Situation Analysis

a. Company: Focus, goals, strengths, weaknesses, and market share.

b. Customers: Number, type, motivations, and decision process.

c. Competition: Market position, strengths, weaknesses, and market share.

4. Market Segments

A description of each product line, percentage of total sales, what customers want, how they use product/service, what kind of support is required, how to reach them, and what price sensitivities exist.

5. Alternative Marketing Strategies

Whether to increase or decrease product line, rebrand or reposition products, etc.

6. Marketing Strategy

The 4 P's of marketing:

Product: Name, quality, size of the line, packaging and warranty.

Price: Strategy for volume, and other things that may affect pricing such as list price, discounts, packages, payment terms, and finance options, lease opportunities.

Place: Distribution channels, wholesale, retail, direct, distributors, how to motivate sellers, criteria to evaluate sellers, locations, logistics of transportation, warehousing and delivery.

Promotion: Advertising, how much and which medias, public relations, special promotions, budget and break even point, projected results.

7. Long and Short Term Projections

Financial projections, expected results, and timeline.

8. Conclusion

Summary of items 1-8.

9. Appendix

Materials to support the conclusions stated in item 9.

II. Business Plan Basic Advanced Professional
1. Mission Statement

Describes the purpose for the business, the products, services, markets, and customers of the business to provide clarity of purpose on which employees and customers may focus.

The purpose and activities of the business in terms of operations, unique characteristics, functions, customers, offerings, sectors/segments, scale/scope/penetration, methodologies, technologies, and resources.

2. Vision Statement

Describes the future aspirations for the company... what the business wants to become. It describes a strong and positive future that is beyond the comfort level of current day-to-day expectations to provide inspiration for employees.

A snapshot of the business in the next several years in terms of its likely physical appearance, size, activities, structure, scale, and offerings.

3. Company Background

Background information about the company.

4. Products

A description of the company's products and what they do.

5. Marketing Plan

A detailed marketing plan for the company, including market analysis, location, product descriptions, costs, pricing, and advertising strategy.

6. Competitor Analysis

Description of the competition and how to compete with them.

7. SWOT Analysis

Stands for Strengths/Weaknesses/Opportunities/Threats.

Assess the business's existing strengths, weaknesses, opportunities, and threats. All SWOT's are 'one-handed' meaning something is either a strength or a weakness, an opportunity or a threat, but cannot be both.

Strengths and weaknesses are internal to a company and relate to matters of resources, programs, and organization. If a startup is being planned, the strengths and weaknesses relate mainly to the entrepreneur(s) starting the company, including their experience, expertise, and management abilities, rather than to the actual company to be started.

Opportunities and Threats are external of the company.

8. Operations

Description of the production plan, production quotas, manpower requirements, and daily operations.

9. Capital Requirements Plan

Description of the capital requirements and repayment plan.

10. Financial Statements

Income statement, cash flow statement, and balance sheet.

III. Strategic Plan Basic Advanced Professional
1. Values

Principles that govern the operation of the business and its conduct or relationships with society at large, customers, suppliers, employees, local community, and other stakeholders.

2. Objectives

The business results necessary from all the major stakeholders to achieve business success, in accordance with the underlying reasons for running the business (growth, profitability, technology, offerings, and markets). These are key long-term objectives, the primary underlying reasons for being involved in the business.

3. Strategies

The rules and guidelines by which the company mission and objectives will be achieved.

This includes the business as a whole such as diversification, organic growth, and acquisition plans as well as matters in key functional areas such as internal cash flow to fund future growth, new products that will progressively replace existing ones, and sub-contracting assembly work to lower the break-even point.

Build on strengths, resolve threats, exploit opportunities and avoid threats.

4. Goals

Specific time-based measurements to be achieved by implementing strategies in pursuit of the company's objectives that relate to factors such as market size and share, products, finances, profitability, utilization, and efficiency.

5. Programs

Implementation plans that interlink and provide consistency to the company mission, objectives, values, strategies, and goals. Covers resources, objectives, time-scales, deadlines, budgets, and performance targets. Prioritized strategic action programs indicating who, what, where, when, how, etc.

Price Basic Advanced Professional
Price $479.95 $879.95 $1,379.95
 

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