sj squared 1 Page Business Plan
Overview
sj squared has a clear business objective to develop financial plan and services services. These services have been developed over 6 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 grow revenue. Rapid revenue growth is considered the most critical and measurable business goal. At this stage of our development, we consider this to be more important than profitability growth, although both are important long term objectives.
The Customer
sj squared 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 no plan or no faith in the plan. This is a critical issue for our selected target market of 401k workers and business owners.
The Value Proposition
sj squared is uniquely positioned to deliver value to 401k workers and business owners. "sj squared will we bring faith and substance back to your financial plans.." In order to be deliver on this value proposition, we We listen first to help you build a personal plan and we pay attention and adjust to the UPS and DOWNS of the markets.. 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 plan and services market. We consider our key competitors to be: Financial advisors, 1 800 401k, bank and insurance professionals. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with Financial advisors, 1 800 401k, bank and insurance professionals by Personal relationship with clients.
Listen first client service.
Transparent market opinion and adjustment.
Long term relationship leads to long term planning..
Key Strategies
Over the next 6 months our focus will be to Explore one more revenue stream with each client.
Track revenue activities and results with leads and prospects.
Build a revenue pipeline of 50 prospects. This task will be undertaken in the context of our broader strategy to Set a revenue goal of $500_$1000 annually putter client
2014 revenue goal of 150k. 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: 20 million in assets...double from today trail income to keep the lights on hiring first team advisor
About this document
financial plan and services Business Plan
This document was created by Steven of sj squared using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.
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