RBG Growth 1 Page Business Plan
Overview
RBG PGCPS Growth has a clear business objective to develop Qualified Plan Enrollment products and services. These products and services have been developed over 12 months with a core focus on addressing the key customer 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
RBG Growth 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 Critical Supplemental Retirement Income. This is a critical issue for our selected target market of Qualified Participants.
The Value Proposition
RBG Growth is uniquely positioned to deliver value to Qualified Participants. "RBG Growth will organize a prudent plan that will enable you to realize your retirement vision." In order to be deliver on this value proposition, we We take pride in our ability to remain relevant and also consistently provide service to keep up with life's changes. 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 Qualified Plan Enrollment market. We consider our key competitors to be: There are several providers for PGCPS, and with slim variances in the plans available, the qualifying differentiator lies in the sustainable relationship that I am able to sustain. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with There are several providers for PGCPS, and with slim variances in the plans available, the qualifying differentiator lies in the sustainable relationship that I am able to sustain by Sound follow up methods with our clients.
Selection of funds within a clients' risk aversion tolerance
Adapting to client needs as they occur.
Key Strategies
Over the next 6 months our focus will be to Increase market share. This task will be undertaken in the context of our broader strategy to At least 10% increase in all assigned PGCPS focused schools. 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: increase market share by 10% in all assigned PGCPS buildings write 10 apps/mo for next 2mos
About this document
Qualified Plan Enrollment Business Plan
This document was created by Jeffrey of RBG Growth using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.
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