What Partner 1 Page Business Plan
Overview
What Partne Peter Browner has a clear business objective to distribute Financial Services products and services. These products and services have been developed over 12 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
What Partner 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 lack of a Financial Services Contact. This is a critical issue for our selected target market of Mass market.
The Value Proposition
What Partner is uniquely positioned to deliver value to Mass market. "What Partner wil offerl One stop no fee Financial Services." In order to deliver on this value proposition, we are Re creating the Financial Services Home Service. 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: On some products the Life Assurance and IFA industry. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with Them
Key Strategies
Over the next 6 months our focus will be to Recruit Sales Agents
Associate Partner . This task will be undertaken in the context of our broader strategy to Grow Revenue . 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: 3- 4 Associate Partners Passive Income and Affinity groups eg Cck , Landlords
About this document
Financial Services Business Plan
This document was created by Peter of What Partner using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.
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