Finance Finesse 1 Page Business Plan
Overview
Finance Finesse has a clear business objective to develop understandabe Financial services. These services have been developed over 2 months with a core focus on addressing the key customer problem and associated opportunities.
The Business Objectives
When as a key component of our growth strategy we consider it critical to identify and outline our business objectives, and align these objectives with clear and measurable development milestones. Our key long term business objective is to acquire new customers. Customer acquisition is considered to be the critical activity and we are seeking to grow the number of customers. We understand that customer growth could be at the expense of profitability, and that there is a cost associated with customer acquisition. Our long term objective is to build a clear customer acquisition process.
The Customer
Finance Finesse has been created with a clear focus on the needs of our customers. Through a structured customer discovery process, we have validated the key customer problem as Financial Health. This is a critical issue for our selected target market of Low/mid income investors.
The Value Proposition
Finance Finesse is uniquely positioned to deliver value to Low/mid income investors. "Finance Finesse will Show how to harness untapped wealth." In order to be deliver on this value proposition, we are thorough in our ananlytical personal assessments. This capability has taken considerable time and resources to develop and forms the cornerstone of our competitive advantage.
Competitors
We have a number of competitors within the Financial Services market. We consider our key competitors to be most large firms . Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with them by our one on one and personal background.
Key Strategies
Over the next 6 months our focus will be to Increase name exposure. This task will be undertaken in the context of our broader strategy to Add varied services under the same name. These strategies are a tactical implementation of our overall business goal as outlined above.
Milestones
Measurement of the successful implementation of our strategies will be governed by measurable development milestones. The milestones that will be achieved over the next 2 years are: Exposure Return customer A referral
About this document
Financial Services Business Plan
This document was created by Benjo of Finance Finesse using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.
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