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One-Page Business Plan Template

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One-page business plan FAQ

What is a one-page business plan?

The one-page business plan is a simplified version of traditional operational plans that focuses on the core aspects of your business. While it may be a shorter business plan, it still follows the structure of a standard business plan and serves as a beefed-up pitch document.

There’s really not a lot of difference between a single-page business plan and a good executive summary. In fact, as you create a more detailed plan you may even be able to use it as your executive summary .

Who should use a one page business plan?

A one-page plan is useful for business owners that are mulling over ideas, just starting, actively managing, or looking to grow a business. It can help validate a business idea, work as an internal strategy document, or as a flexible management tool that can be adapted over time.

How do I write a business plan on one page?

You can use the one-page business plan template, or a tool like LivePlan that saves you time by guiding you through each step of writing your one-page plan and pitch.

Why choose this one-page business plan template?

There are a few key features that make this one-page business template more functional and effective than your average template.

Written by planning experts: This one-page business plan template wasn't just thrown together. It was crafted by seasoned planning experts with a combined 40 years of experience writing and reviewing business plans. Throughout this template, you find their expert tips and tricks, along with detailed instructions.

Works with other Bplans resources: Need additional guidance to write your business plan? Our free one-page business planning guide is built to support this template—giving you even more detailed walkthroughs for each section.

What is included in this one-page business plan template?

This template includes definitions, guidance, and examples to complete your one-page business plan. After downloading the template, you'll receive instructions for how to fill out each of the following sections:

Identity What does your company do or offer and to whom?

Problem worth solving What challenges does your company solve?

Our solution How does your company solve those challenges?

Target market Who makes up your target audience? Who are your ideal segments, personas, or customers?

Competitive landscape Who are your competitors? What makes them successful in your industry?

Sales channels How will you get your product/service to customers?

Marketing activities How will you get your product/service in front of potential customers?

Revenue What goods/services will drive revenue?

Expenses What items will cost you money?

Funding required Have what funding total you need front and center to clearly display what you are asking from investors.

Milestones What projects or tasks must be completed in order to reach your goals?

Team and roles Who is a critical part of your internal team (name/role)?

Partners and resources Who else is supporting your venture/business?

Can you print out this template?

This is a printable business plan template that can be downloaded and printed no matter which format you choose.

Why should you start with a one-page business plan?

There are plenty of good reasons why your first step should be writing a one-page plan.

1. It’s faster Instead of slogging away for hours, days, or even weeks tackling a formal business plan—the one-page format helps you get your ideas down much faster. It removes the complex formatting,

2. A great format for feedback Need quick feedback from business partners, colleagues, potential customers, or your spouse? Provide them with a one-page plan instead of a lengthy in-depth version for better results.

The one-page plan is more likely to be read and reviewed. And since all of your business information is available at a glance, you’ll receive far more valuable and timely feedback.

3. Easy to update Entrepreneurs never get things right the first time. You’ll constantly be learning and receiving feedback—requiring you to iterate and revise your business concept. Instead of updating a large document every time, you can do it in minutes with a one-page plan.

4. Direct and to-the-point Learning to communicate your ideas clearly and directly is critical. You need to be sure that anyone can really understand the essence of your business. Delivering your entire business concept on a single page is a great way to practice this, as it forces you to be succinct.

5. Works as an idea validation tool Initially, your business is just a set of assumptions that you need to validate. Do your potential customers have the problem you assume they have? Do they like your solution and are they willing to pay for it? What marketing and sales tactics will work?

As you validate these assumptions, you leave them in your plan. But, assumptions that end up being wrong will quickly fall off the page.

6. Becomes an outline for your detailed plan By “detailed” we don’t mean “long.” If you do need to create a detailed business plan document for investors or business partners, you can use your one-page plan as your core outline. You will just expand and provide more details for each section.

7. No one really reads long business plans A common problem with traditional business plans is that they are simply too long and overly complex. Even when investors ask for a detailed document, chances are that they won’t actually read every word. They may read certain sections, but often just want to see if you’ve thought through the details of your business, how it will operate, and how it will grow.

8. Useful for any business stage A one-page plan is useful for business owners that are mulling over ideas, just starting, actively managing, or looking to grow a business. It can help validate a business idea, work as an internal strategy document, or as a flexible management tool that can be adapted over time.

Is there a better way to write my one-page business plan than with this template?

While this template will help you get started, using the #1-rated business planning software, LivePlan has step-by-step guidance, support from our business planning experts, and powerful planning tools like AI-powered writing assistance, automatic forecasting, industry benchmark data, and more.

Can someone write your business plan for you?

If you're still struggling to write your business plan even when using a template, you can look into hiring a professional business plan writer. We even have a free resource to help you ask just the right questions to make sure you find the right plan writer.

Related Resources

How to Write a Business Plan in Under an Hour

10 Qualities of Great Business Plans

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One-Page Business Plan Templates with a Quick How-To Guide

By Joe Weller | April 6, 2020

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In this article, we’ve gathered a variety of free, one-page business plan templates for you to download in Excel, Word, and PDF formats. 

Included on this page, you’ll find a one-page business plan template for a service business , business plan template for a product business , business plan for a real estate agent , a Lean business plan template , and more. To help get you started, we’ve also included an example of a one-page business plan , and  a quick guide on how to create your one-page business plan .

One-Page Business Plan Template

Download One-Page Business Plan Template

Excel  | Word  |  PDF | Smartsheet

Use this one-page business plan template — designed to be simple, organized, and easy to use — to immediately get started on your plan. Write down your thoughts and key ideas as you decide if your business concept is viable, and adjust it as circumstances change. You can also use this template as a basis to build a more detailed and elaborate plan.

One-Page Business Plan for a Service Business Template

Download One-Page Business Plan for a Service Business Template

Excel | Word | PDF

This business plan template is designed specifically for businesses that provide a service. The one-page plan provides space to list the essential information about your strategy, including the service you offer, the problem you are solving for customers, your mission and vision statements, target audience, staffing requirements, key objectives, and much more. This template also includes a timeline at the bottom for you to add key milestones.

One-Page Business Plan for a Product Business Template

Download One-Page Business Plan for a Product Business Template

Use this one-page template to develop a strategic roadmap for your organization’s product offerings. This template provides space for you to include a business overview, a description of your target market, your competitive advantage, a list of marketing channels and materials you plan to utilize, as well as your pricing strategy, distribution channels, and success metrics. You can also use the visual timeline of milestones at the bottom to enter key dates and events.

One-Page Business Plan for Real Estate Agents Template

Download One-Page Business Plan for Real Estate Agents Template

This one-page business plan template is created for real estate agents to set objectives and put together an action plan. Enter your overarching goal at the top of the template, and establish three high-level activities you need to complete to achieve the goal. The template also includes a strategic action plan that breaks down each high-level activity into tasks and deadlines, with an accompanying visual timeline to ensure you stay on track.

One-Page Business Plan for Nonprofit Organization Template

Download One-Page Business Plan for Nonprofit Organization Template

This one-page business plan is designed for a nonprofit organization, with space to detail your mission, vision, and purpose statements, as well as who you serve, the problem(s) you solve, and programs and resources you offer. Additionally, the template includes space to detail your financial plan, marketing activities, costs, and more.

One-Page Business Plan for Startup Template

Download One-Page Business Plan for Startup Template

This one-page business plan template is intended for an entrepreneur or a small startup business to document a plan as they determine if an idea is feasible. This template provides space to describe the problem and solution, the product or service, the target customer, existing alternatives, the unique value proposition, a marketing and sales plan, success metrics, and other information. You’ll also find room to detail sources of funding and how the funds will be used.

One-Page Business Plan for Small Business Template

Download One-Page Business Plan for Small Business

Use this one-page small business plan template to outline the essential aspects of your business strategy. Provide details on your organization’s vision, mission, product or service offering, and management team. Then identify the target audience, market size, competitor offerings, and your competitive advantage. This plan also includes room to detail your marketing and sales strategy, key objectives, and financial plan.

One-Page Lean Business Plan Template

Download One-Page Lean Business Plan Template

This one-page template uses a Lean approach to develop your business plan. Use this customizable template to detail the crucial elements of your strategy, including a brief business and industry overview, your product or service offering, options from your competitors, and your competitive advantage. Plus, this template includes room to detail your marketing plan, success metrics, financial plan, and a visual timeline of milestones.

One-Page Business Planning Template with Timeline

Download One-Page Business Planning Template with Timeline

Excel | Smartsheet

Use this business planning template to organize and schedule key activities for your business. Fill in the cells according to the due dates, and color-code the cells by phase, owner, or category to provide a visual timeline of progress.

One-Page Business Plan Example

This one-page business plan covers all the essential elements and offers a visually appealing presentation. Information for each aspect of the plan is concise, with details about the business mission, management team, product offerings, key marketing activities, competitors, and financial projections. This plan also provides links to additional resources so that stakeholders can easily find information to support the specifics of the plan.

How to Write a One-Page Business Plan (with Sample Outline)

A one-page business plan takes a standard business plan and extracts the fundamental aspects, then condenses the essential information down to one page. To determine the key elements to emphasize in your one-page plan, consider the type of business you operate, as well as the financial (and other resources) needs of your business.

To streamline your business plan into a one-page document, follow the steps below.

• Create a simple outline for your plan using bullet points. Below, you’ll find an example of an outline for a one-page business plan. You can add or remove sections according to the needs of your business. 
• Business mission
• Problem you are solving
• Funds needed (if applicable)
• Product or service positioning statement
• Unique value proposition
• Target customers
• Market size
• SWOT analysis
• Direct competitors
• Existing alternatives
• Competitive advantage
• Key marketing strategy (e.g., channel or method that will yield the best results)
• Key sales strategy
• Specialized equipment or facilities
• Staffing requirements (e.g., key personnel, skills, and training needs)
• Distribution method
• Sales projection
• Profit and loss projection 
• Gather all your findings on your business and industry.

Compile all the current information you have gleaned from market research, interviews, surveys, and various teams in your business (e.g., the marketing and finance teams). Comb through each document and extract the information that is fundamental to your business’s operation and relevant to the bullet points on your outline.

• Write two to three brief sentences for each main bullet point.

Once you create your outline and gather information, write two to three sentences for each main bullet point that expands on and summarizes the sub-bullet points for that section. For example, the plan summary section could say the following:

Donny’s Food Truck will offer a variety of fresh food at an affordable price in a convenient location. Increased traffic in the Hungry Town area, combined with severely limited dining options, provides an opportunity to offer customers a quick, nutritious meal at a competitive price. A food truck with the necessary equipment has already been acquired, so we are seeking $200,000 to cover wages, emergency repairs, and licenses needed to fund our first year of operations.

• Ensure you are able to support all the information provided in your plan.

Since a one-page plan omits many of the details provided in a traditional business plan, be sure you have market research and other supporting documentation on hand to show stakeholders in case they have questions as they review your plan. In addition, make sure you thoroughly understand the supporting information and know how to restate it in your own words before you disburse the plan. 

• Ensure your plan answers all the vital questions .

At a minimum, an effective one-page business plan should answer the following questions:

• What product or service do we offer?
• Who will use the product or service?
• What problem does our offering solve?
• How will the product or service get to our customers?
• What alternatives do our customers use, and why are we superior?
• What is our unique value proposition?
• What strengths and opportunities can we use to our advantage?
• What resources do we need to get up and running?
• What will our sales look like for the first few years?
• When do we expect to be profitable?

In addition to the steps provided above, you can save time and get started on your plan by downloading one of the templates provided on this page. You can also check out “ Free Executive Summary Templates ,” which can serve the same purpose as a one-page business plan.

Benefits of a One-Page Business Plan

Organizations and stakeholders can unite behind a strategic direction when they have a business plan in place. Developing a traditional business plan can be a daunting task, so many entrepreneurs, small startups, graphic designers, freelancers, and consultants find a one-page business plan a less intimidating place to start. 

Creating a one-page business plan benefits your organization in the following ways:

• Push you to prioritize and focus on key ideas.
• Enable your audience to quickly scan and grasp the core concepts of your plan.
• Allow you to easily share and pitch your business idea to prospective investors and stakeholders (e.g., email attachment, single piece of paper).
• Accelerate business setup, especially businesses that don’t need a loan or investment to get going.
• Provide a solid starting point to expand upon at a later time.
• Enable you to document your thoughts and ideas to see if you have a feasible plan.

Tips for Creating a One-Page Business Plan

Now that you know how to create a one-page plan and the benefits in doing so, here are some tips to get you started:

• Set a time limit (up to one hour) to focus and work on your plan.
• Use a one-page business plan template (you can choose from the options above), or refer to the sample outline provided on this page.
• Ensure your plan details only the core aspects that are fundamental to running and operating your business. 
• Remember that this is a living document — continue to revisit and adjust it as strategies and objectives change.
• Expand on your plan as your business size and needs grow. 

When the time comes that you need more space to lay out your goals and strategies, choose from our variety of free simple business plan templates . You can learn how to write a successful simple business plan here . 

Visit this free non-profit business plan template roundup  or download a  fill-in-the-blank business plan template  to make things easy. If you are looking for a business plan template by file type, visit our pages dedicated specifically to  Microsoft Excel ,  Microsoft Word , and  Adobe PDF  business plan templates. Read our articles offering  startup business plan templates  or  free 30-60-90-day business plan templates  to find more tailored options.

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How to Write a One-Page Business Plan

Written by Dave Lavinsky

The one-page business plan is one of the most popular tools for entrepreneurs, startups, and established companies. It’s also one of the simplest to develop. This article will walk you through a description of a one-page business plan, the purpose of this type of plan, and how to create a one-page business plan for your company.  

What is a One-Page Business Plan?

A one-page business plan is a compressed version of a traditional business plan that fits neatly into a single page. Creating a one-page business plan requires significant research, strategizing and financial modeling on the front end to be effective. In that respect, rather than being easier or simpler to create than a full-length business plan, the single-page business plan actually requires an additional distillation effort for the entrepreneur.

Download our Ultimate Business Plan Template here >

As always, utilizing a business plan template provides the basis for you to clearly communicate your value proposition, business concept, business strategy, services, product offerings, etc., and improve your business planning process. ​  

Benefits of Using a One-Page Plan

A one-page plan is easier to read, share and understand.

By boiling down your business plan into one page with only the most important elements, you are better able to 1) focus on the key action items your business must accomplish and 2) present your vision and plan to your team in a way that won’t overwhelm them and will allow them to most easily understand it.

The reward is that the brevity of a 1 page business plan is very attractive to prospective investors, who are usually pressed for time. Because it is so brief, it is also an effective tool to share among your management team and employees to get your team motivated and working towards the same goals. A strong one-page business plan proves you grasp the crux of your business and appreciate what is most critical for audiences to quickly understand about it.

Below, we walk through the content of a one-page business planning template.  

The One-Page Business Plan Template

Whether you are starting a service business or a product-focused business, your one-page business plan should include the following 7 items:

• Business Model
• Market Analysis
• Competitor Analysis
• Financial Projections
• Funding Required & Uses of Funds

Each of these items are detailed below.

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How to Create a One-Page Business Plan

Each of the key elements included in a traditional business plan retains its position in the 1 page business plan. You need only provide a few words, phrases, or sentences in the description for each of the sections and move on to the next. The following are the essential elements:

For example, Netflix in its budding days identified a problem with video stores. It was time consuming and inconvenient to go to the video store every time you felt like watching a new movie.

2. Solution

Again, looking at Netflix, the company initially solved the problem of time consumption and inconvenience by delivering movies directly to customers’ homes.

3. Business Model

Consider the example of YouTube. YouTube’s business model hinges on users who by and large engage on the platform for free. YouTube leverages this ever-increasing user base to attract advertisers, which provides revenues.

4. Market Analysis

For example, Swedish furniture brand Ikea’s US target market could be described as urban young professionals who like the Scandinavian style and are willing to put in a little setup work themselves to save money on quality furnishings. These individuals spend, on average, $8,000 on furnishing when they move into a new home or apartment.

5. Competitive Analysis

Take the example of coffee giant Starbucks. Their competitor analysis would yield large brands like Dunkin’ Donuts, Panera Bread and McDonald’s McCafé, as well as boutique coffee shops on a neighborhood by neighborhood basis. Starbucks differentiates itself through providing specialty coffee products of consistent quality under a national brand.

6. Financial Plan & Projections

See below for example graphs that show a growth in topline revenues year over year as well as the projected revenue distribution by service area for a hair salon:

7. Funding Required & Uses of Funds

See below for an example table of fund uses for a startup hair salon:

Free Downloadable One-Page Business Plan Example PDF

Download our one page business plan template pdf here.

Download Growthink’s One-Page-Business-Plan-Template for Microsoft Word  

Final Thoughts

Remember to focus on your business’ strengths as much as you can. If your market analysis reveals you have a strong position then highlight it more in the single-page plan. Likewise, if your financial projections come out stronger then elongate the financial section.

Editing the enormity of a business plan into a single page is a daunting task but doing so will bring clarity to the core idea and value of your business and help you pitch well in front of potential investors.  

One-Page Business Plan FAQs

What are the benefits of one-page business plans.

Traditional business plans are sometimes 25-50 pages long. It's hard to read that many pages for one company, let alone dozens of them.

One-page business plans are more digestible. 

They provide key points on what you do, why you do it, and how you plan for growth. 

What is the difference between a one-page business plan and a lean business plan?

A one-page business plan is a reduced version of a traditional business plan that can be easily wrapped onto a single sheet of paper.

The key elements included in a one-page business plan are:

On the other hand, a lean business plan is a short-term planning method that allows you to more quickly and accurately develop your business plan based on actual customer feedback and interactions. A lean business plan is focused more on helping you build a better business and testing a variety of strategies to assess if they are effective for your chosen business model. 

Also in a single-page format, the key elements included in this type of plan are:

• Business Overview
• Value Proposition
• Key Partnerships
• Key Activities
• Key Resources
• Customer Relationships
• Customer Segments & Channels
• Cost Structure
• Revenue Streams

A typical rule of thumb for these types of plans is that every sentence should be meaningful and useful for orientation purposes in order to appease investors in an efficient way while retaining their interest long enough to make an informed decision about investing in your business. 

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How to write a One Page Business Plan: templates, ideas, and a step-by-step guide

Preston Lee

Preston Lee is the founder of Millo where he and his team have been helping freelancers thrive for over a decade. His advice has been featured by Entrepreneur, Inc, Forbes, Adobe, and many more. Learn more »

Download our FREE one page business plan template + guide

The problem with business plans, using a one page business plan, vs. using no business plan at all, vs. a lengthy, drawn out business plan, the one page business plan bias, so what should you include in a one page business plan, examples of successful one page business plans, chris guillebeau’s one page business plan from the $100 startup, fizzle’s one page business sketch template, bplan’s one page business plan template, how to write a one page business plan from patrick bet-david of valuetainment, millo’s own one page business plan template & step-by-step guide, some final encouragement about your one page business plan, show me your one page business plans.

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Writing a one page business plan (instead of a hundred-page, in-depth business plan no one will ever read) has become a popular and efficient way to get your small business moving in the right direction.

This article is meant to be an all-inclusive resource for anyone wanting to write their own one page business plan and use it to actually start a business .

I’ll include links to quality one page business plan templates, ideas for what to include in a business plan, and more resources to walk you through the process of building a one page business plan yourself.

If you’re ready to skip all of this and just want to download our one page business plan completely free, you can enter your email below and we’ll send it to you asap. Otherwise, keep reading.

Here’s the fundamental problem with business plans—I’m not talking about a one page business plan here, I’m talking about the typical business plan you might see in silicon valley or presented to a bank loan officer.

Therein lies the issue: if you’re looking for a one page business plan template, you’re most likely not headed to the bank to try and get some huge loan to start your business.

Like millions of people around the world, you’re probably a freelancer, a side-hustler, a solopreneur or aspiring to be one of these.

You’re not trying to start the next huge corporation. You just want to make some extra money on the side—and maybe eventually quit your job and work for yourself.

For this much more common purpose, a one page business plan is the exact perfect remedy.

Why? Because by putting all your business plans onto just one single page, you’re forced to do a few things:

• Prioritize: Limiting your business plan to one page means you can only include the most important elements of your new small business.
• Simplify: When you’re dreaming up what your business might look like in the future it can be really easy to get carried away. By limiting your business plan to one page, you force yourself to keep it simple.
• Organize: Instead of letting all your dreams and plans swirl around in your brain, putting them down into a simple one page business plan allows you to quickly organize and move forward.

By forcing yourself to prioritize, simplify, and organize, you’ll find you can get down to what’s more important in your business: actually getting work done and getting paid for the work you do.

Let’s compare what your first 6-12 months of business might look like with a one page business plan vs. no business plan at all vs. a lengthy, drawn out traditional business plan.

Your first 6-12 months might look something like this if you choose to develop a one page business plan:

You come up with an interesting business idea that you want to explore. You jot down a few ideas including how you’ll make money, what you’ll be selling, and how much you’d like to make doing what you’re doing.

After just a couple of hours total working on your one page business plan, you’re ready to get to work on the tasks that actually move your business forward.

Your first 6-12 months might look something like this if you choose to use no business plan at all:

You come up with an interesting business idea that you’d like to explore. Instead of writing anything down, you decide to sketch out what your logo might look like.

The logo sketching leads to a dead end but reminds you of another business idea you once had in college. So you talk to your friends about that business idea for a while.

A year later, you’ve followed a similar pattern with dozens of potential ideas, but without a business plan, none of them ever came to fruition.

Your first 6-12 months might look something like this if you choose to use a long, drawn-out business plan instead of something that fits on one page:

You come up with an interesting business idea that you’d enjoy exploring further. You start to crunch the numbers on what this might look like if it gets really big and successful.

Knowing you’ll need funding from angels or the bank, you decide to draft up a large document explaining what actions your small company will take over the next 5-10 years to ensure your lenders get their money back.

You go through so many revisions of this hundred-page document, you finally burn out and decide it’s easier just to keep your day job.

Ok, obviously, I’m biased toward the one page business plan scenario. It’s clean, it’s easy, it’s simple. But most of all, it gets you to take action…quickly!

When I was contemplating taking my own business full-time, I called up my dad who, my whole life, has been talking about entrepreneurship and inventing. If I had a dollar for every time my dad said something like “that’s a great business idea” or “I can’t believe no one has made a business out of that yet,”….well, I would never need to work again.

But my dad…he’s not in business for himself.

He never has been, really. He’s always been at a desk job. And I admire him for his persistence in taking care of our family.

One day I called him up and asked him: “why did you never try to build a business of your own?”

His response, among other things, was he couldn’t wrap his brain around how to build a business plan, get funding, and find the right manufacturing (all of which, might I add, were infinitely harder 30 years ago than they are today).

Why do I tell you this story? Because I’ve seen it a thousand times in lots of variations: people get overwhelmed with what they think they need in order to start a business.

One of those overwhelming tasks: building a 40-page business plan complete with competitive SWAT analysis, positioning statement, and blah blah blah.

So it kills your idea.

On the other hand, using a one page business plan lights a fire under you and pushes you forward into the work that matters more than the planning: the actual doing.

Okay, enough talking about a one page business plan. You’re convinced. Putting all your plans down on one simple piece of paper is going to be better than any other option.

But where do you start? What exactly do you put down in your one page business plan to really make it effective without being too complicated?

Remember, a one page business plan is much different from a 70-page plan primarily because this plan isn’t meant to be shown off to other people in an effort to gain support or get funding.

This business plan is primarily for one person: you.

That means there are lots of things you might find are recommended to go in a typical business plan. But that doesn’t mean they should be in your one page plan. Examples include “Executive Summaries,” “Management Organization” or “Funding Requests.”

Don’t waste your time on that kind of thinking for now.

Instead, include the most important elements of your new business only. Here are a just a few ideas to get you started:

• Company Description: What will your company do? What exactly will your company sell? Will you provide a service? Sell a product? To whom? Why?
• Products or Services: What products or services will you offer? How much will they cost in the beginning?
• Marketing and Sales: How will you get your first customers? Who will pay you for your service or product?
• Goals and Milestones: How many customers do you need to make this business “successful”? How long will it take to get the ideal number of customer or monthly revenue?

There are countless examples of business plans on the internet, but below, I’d like to highlight a few of my favorite approaches to one page business planning from some of the smartest people I personally know in the world of solopreneurship and small business.

Note: PLEASE don’t pay for an app or software to help you write a one page business plan. Maybe down the road you’ll need something like that, but keep it simple and download one of the free options below or just get out a blank sheet of paper and create your own.

Chris Guillebeau, author of one of my all-time favorite business books, The $100 Startup , offers a free one page PDF that’s pretty great.

It asks simple questions like: What will you sell? Who will buy it? And How will your business idea help people?  

I also love how Chris’s one page business plan focuses on success metrics—or what the business will look like if it’s “successful.” Will have it have a certain number of customers? A certain amount of monthly revenue?

This allows you to put an actual end point or goal on your one page business plan so that you know exactly what you’re working toward.

You can access Chris’s one page business plan here .

Another great resource to get you moving quickly toward your business goals is the Business Sketch Template provided my my friends at Fizzle.co.

Here’s what they have to say about one page planning:

“It might seem surprising or impossible to imagine that all of the most crucial pieces of your business can fit onto one page. At Fizzle, we call this plan a sketch: it’s meant to be completed quickly, if not a bit roughly, but the objective is still to put pencil to paper.”

What I like about Fizzle’s business sketch template is that it starts with the center focus on Key Metrics and prompts you to ask questions like “What will you measure to determine that this audience has this problem and wants this solution?”

As big proponents of building a small, lifestyle business, It’s no surprise this template also includes some unique sections like “personal fit” which force you to ask questions about how the business will interact with your daily life, personal passions, and life goals.

You can access Fizzle’s one page business sketch template here .

Another potential one page business plan is presented by Bplan.

Here’s what they have to say about “a new kind of business planning.”

“A business plan no longer needs to be a long document that takes weeks to write and research. It’s not something that you print, bind professionally, and then stick on a shelf. You probably only need a formal, traditional business plan if you’re seeking a bank loan or outside investment—you’ll be expected to provide one in those instances.”

With that, they offer some great advice on how to write a business plan in under 1 hour .

You can download their “lean business plan” template here .

If you prefer to learn by watching a video, I found this video is a pretty great resource to help you with your one page business plan. I don’t agree 100% with everything he says, but I like his overall approach to tackling business planning.

After studying this topic extensively—reading hundreds of articles and looking at lots of one page business plan templates, we’ve decided to include a free download of one of our own templates as well.

Our one page business plan template is tailored particularly to freelancers and solopreneurs—one-person businesses who want to stay small and build a healthy revenue for themselves and their loved ones.

Our one page business plan template is designed to be completed in less than 45 minutes and give you the ammunition you need to hit the ground running—instead of getting stuck in the details of starting a business.

You can download our free one page business plan template by entering your email below:

Before you go, here are some final words of encouragement and advice when it comes to planning your business.

First of all, you can plan everything you need to on just one page. At least for now.

Sure, one day you might need a more lengthy, in-detail plan to present to someone else, but for now, give yourself a break. You don’t have to write a plan that Mark Cuban would be proud of. You just have to write a plan that helps you get from point A to point B.

Secondly, don’t get stuck at this phase. If you have to, time yourself. Set a time limit of 45 minutes (or whatever amount makes sense for you). And when the timer’s up, it’s time to get back to work actually starting or building your business.

Finally, use this one page business plan as a compass, but be flexible. The point is to give yourself a roadmap, but just like your GPS has to “reroute” when there’s an unexpected obstacle, you might also need to pursue a different path, different method, or different goals as you go along.

In fact, I’d say it’s next to impossible to build a business plan of any kind and then stick to it 100% over any significant amount of time.

There will always be unforeseen obstacles and changes. There will always be hiccups. The idea is to just write your business plan .

Roll with the punches and something as simple as a one page business plan can take you far.

After you draft up your one page business plan, I’d love to see what you landed on. Share a link with me in our mastermind group , by leaving a comment below, or sharing on twitter .

I can’t wait to see what you’ve done. Good luck!

Keep the conversation going...

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Written by Preston Lee

Editor at millo.co.

Preston Lee is the founder of Millo where he and his team have been helping freelancers thrive for over a decade. His advice has been featured by Entrepreneur, Inc, Forbes, Adobe, and many more.

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• Sample Business Plans

How to Create an One-Page Business Plan + Templates

Many entrepreneurs find it challenging to put their business ideas on paper. So don’t worry if you’re feeling the same anxiety.

The solution? Try starting with a one-page business plan!

This simple yet powerful tool helps you and your audience gain a clear understanding of your business.

But how do you write one—this guide will walk you through the process of creating a one-page business plan, including its types, essential components, and business plan templates.

Thus, let’s get started on crafting an effective plan. But before that let’s go through what it is.

Free One Page Business Plan Template

Download our free business plan template now and pave the way to success. Let’s turn your vision into an actionable strategy!

• Fill in the blanks – Outline
• Financial Tables

What is a one-page business plan?

A one-page business plan is a simple and shorter version of a traditional business plan. It outlines the necessary elements of your business, such as the problem, solution, target customers, financial analysis, and other important things on a single page.

It’s specifically made to provide a quick idea of the business’s concept for easy communication and updates when needed.

Traditional vs. one-page business plan

A traditional business plan is a detailed document of around 15 to 30 pages. It covers everything from business overviews to financial forecasts in different sections. Whereas the one-page business plan is a single-page plan that’s a condensed version of the whole plan.

Traditional business plans are perfect if you need to secure significant funding or map out long-term strategies for your business.

On the other hand, a one-page business plan is ideal for quickly sharing your business idea and internal use for strategic planning. It’s concise and easy to update, making it perfect for startups and small businesses that need to stay updated and focused.

Now that we know the difference, let’s move forward to the components of the one page business plan.

What to include in your one-page business plan

A one-page business plan is particularly designed to provide a brief overview of your business, including your business idea, goals, strategies, and key metrics.

Here are the sections you need to include:

Note and mention the problems of the target customers that your product or service will solve. This is the part where you should create a convincing statement that’s relatable for your readers.

2. Customers

Identify who your target customers are, including their behaviors and demographics. Explain how your business will meet this specific target market’s needs.

Here, include information on market size, growth potential, and key trends. Highlight the demand for your product or service within this market.

4. Competitors

Highlight your main competitors along with their strengths and weaknesses. Explain how your business will stand out in the competitive landscape. Discuss any gaps in the market that your business will fill.

5. Solution

Explain your solution here about how your product or services will solve the problem. Also, highlight why your solution is the best fit for your audience.

Detail what exactly you offer to your audience and what’s the unique value proposition of the product or service. Also, mention how your product stands out along with your competitive advantage.

Introduce key members of your business, highlighting their roles and responsibilities. Also, add up their relevant experience and expertise in the industry.

8. Promotion

Outline your strategies—including a marketing plan, social media strategies, and advertising plans. Explain how these strategies will attract and retain customers.

9. Distribution

Describe the distribution channels you will use, such as online or retail stores, or direct delivery. Mention any partnerships with distributors that reach your target market.

10. Partners

Identify key business partners or collaborators who will play a crucial role in your business’s success. This could include suppliers or strategic alliances. Explain how these partnerships will support your business operations and growth.

11. Financing

Summarize your financial projections, including expected revenue, expenses, and profitability. Outline your funding requirements, specifying how much money you need to start or grow your business and what it will be used for.

12. Startup costs

Provide the list and estimation of the initial costs required to start your business. It includes costs for equipment, inventory, marketing, and any other significant startup expenses.

13. Running costs

Detail the ongoing operational costs necessary to run your business. This could include salaries, rent, utilities, supplies, and maintenance expenses.

14. Revenue streams

Clearly outline each revenue stream and how it contributes to your overall financial goals. List the different revenue streams, for example: product sales, subscription fees, licensing, or other sources of income.

Now that you know all the sections that need to be included in the one-page plan, let’s see which templates are used commonly.

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Most common one-page business plan templates

There are various types of one-page business plans with different components, let’s see them one by one:

1. One-page business plan canvas

The one-page business plan canvas helps businesses maintain the strategic overview of their company. By including all the necessary elements, it ensures everyone is in sync with the company’s mission and goals.

This is the one-page business plan canvas by Upmetrics:

2. One-page business plan: lean canvas

The lean canvas is ideal for startups and early-stage businesses to test their business concept. It helps the team focus on solutions and validate their business model through continuous feedback and learning.

3. One-page business plan: startup canvas

This canvas is for entrepreneurs to communicate their business ideas. It helps new entrepreneurs rapidly capture their business concepts, ensuring everyone understands the key elements and direction.

4. One-page business model canvas

The business model canvas is to help businesses visualize their entire business model on one page. It showcases how the business creates and delivers value.

How to use the one-page business plan template

You see it’s quite easy to use any of our one-page canvas templates. All you need to do is—download the template (we support PPTX and PDF format) and start filling in the details.

To begin with, gather the relevant business information; details on your target market, market research, and other essential points. Read the tips under each section to understand what to write, and begin filling out all sections.

Since you’re doing it all on your own, it may take a while to get things done. However, if you choose to use Upmetrics’ strategic planning tool , things can be sped up. Simply enter some related business information, and the Upmetrics AI assistant will do the rest.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

Prepare your one-page business plan using AI

While traditional planning methods still exist and work, I’d be hard-pressed to believe they’re as efficient as AI-powered tools.

Ideating a one-page plan is more about brainstorming, guess working, and critical thinking, than writing.

Considering the importance of a one-page plan for your business, your stretched-out schedules, and other critical tasks on your to-do, using an AI-powered tool like Upmetrics for planning seems your best bet.

A strategic planning tool for one-page plans, a plan builder for detailed plan creation, a pitch deck creator for compelling investor decks, and an AI-powered financial forecasting tool for accurate forecasts, Upmetrics has all you need once you finish your plan.

So, what’s the wait? Try Upmetrics and start preparing your one-page plan.

Related Posts

How to write Business Proposal

Lean Business Plan Template

Best Sample Business Plan Templates

Necessary Business Plan Components

Frequently asked questions, how detailed should my one-page business plan be.

As it’s a one-page business plan, the details included in it should be brief and to the point. Things to include are business overview, problems, solutions, market opportunity, business model, marketing strategy, business strategy, and key metrics.

Can a one-page business plan be used to secure funding?

A one-page business plan can give a quick and clear overview of your business idea and needs, but it might not be enough to secure funding on its own. Investors usually want more detailed information to understand your business fully. So, while it’s a good starting point, you’ll likely need a more detailed plan to get funding.

Is a one-page business plan suitable for all types of businesses?

No, a one-page business plan works well for startups or small businesses that want to portray and validate their business concept. For large enterprises and complex businesses, a detailed business plan is preferable.

However, even if your business has a one-page business plan, it’s advisable to have a traditional plan for detailed information on your business.

Can I convert my traditional business plan into a one-page format?

Yes, you can convert the detailed business plan into a one-page plan by summarizing all the sections in two to three sentences. But it’s not advisable.

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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• How to write a business plan (2022) >
• One page business plan [2024]

One Page Business Plan [2024]

• How to Write a Business Plan (2023)

What is a one page business plan?

A one page business plan is a simple business planning tool that outlines operational business goals, strategies to achieve those goals, and financial projections.

Frequently Asked Questions on How to Write a Business Plan

How do i write a business plan.

To write a great business plan, you need to finalize your business idea, research your target market, determine whether you need a traditional business plan or a lean business plan, document your business, build a strategic marketing and sales plan, identity your target audience, and fill in the other relevant details. This definitive step-by-step guide on how to write a business plan will help you to get started with great insights, free templates for each stage of your business plan, and an actionable step-by-step process.

What are the three main purposes of a business plan?

A business plan identifies, describes, and analyzes a business opportunity by examining the technical, economic, and financial feasibility for a business. The business plan can help you anticipate important issues and possible challenges before you start your business . Studies show that entrepreneurs who take the time to write a business plan are 2.5 times more likely to follow through and get their business off the ground.

What is a simple business plan

A simple business plan is a short, written document that describes in detail how a business will achieve its goals. Typically, a simple business plan is no more than two to three pages in length.

How can I start my own business with no money?

Here’s a video with 5 tips on how you can bootstrap your new business , even if you don’t have money to start it right away.

How can I start my own small business?

The difference between a business owner succeeding or failing is the foundation you build when you first start your business. That’s because you should prepare thoroughly before starting a business. And you should know how to adapt to changing situations – as often happens when you run your own business. Here's a complete guide on how to start your business and grow it into a sustainable and profitable business.

Can I start a business with 500 dollars?

Most small businesses can be started and operated without a big team. Other than salaries, the biggest expense for many new businesses is the marketing budget. But there are ways you can stretch that budget. For example, here are 21 ways to market your small business on a shoestring budget .

What are the most successful small businesses?

According to the most recent analysis by Sageworks, accounting, tax preparation, bookkeeping, and financial planning where the most profitable types of small businesses, returning an average profit margin of 18.4%. Real estate leasing, legal services, outpatient clinics, property managers, and appraisers, dental practices, offices of real estate agents and brokers, other health care practitioners, management, scientific and technical consulting services, and warehousing and storage rounded out the top 10 industries.

What is the best business for beginners?

There is not a single path to entrepreneurship. Some start a company in high school, or even earlier. Others start something in college and sometimes drop out of college to pursue their dream. And others start in their 40s or 50s. Each person has a unique path. Here are some great ideas for beginners: home cleaning, blogging, photography, freelancing, child-care services, and running errands. Each entrepreneur, whether a beginner or an experienced business owner, starts with an idea and then executes that idea.

But, coming up with a viable, profitable business idea can be tough. Here’s a guide to brainstorming and evaluating business ideas .

What are the easiest businesses to start?

There are many businesses that are relatively easy to start. These include event planning, gardening and lanscape services, painting, yoga or other exercise instruction, local tour guides, tutoring, and many others.

What is a good business to start in 2022?

With the global pandemic that started in 2020, people have been forced to get creative when starting businesses. Many look to start businesses that can be operated online. These include online courses and coaching, graphic design, web development, instagram influencer, affiliate marketing, and many others.

What business can I do from home?

There are many businesses you can run from your own home. These include affiliate businesses, selling on Ebay or Etsy, baking, freelance writing, freelancer design, freelance coding, helping businesses as a social media influencer, and many more.

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One page business plan: What to include and how to get started

Writing a business plan is a crucial step to starting or expanding your operations, but you don’t have to follow a traditional format. Developing a comprehensive business plan is useful if you’re seeking funding, but it’s also smart to write a shorter version, too. Enter: the one page business plan.

A one page business plan offers a broader, more approachable overview of your business.

For newer businesses, a one-page plan can serve as a starting point for fine-tuning business ideas and creating an in-depth business plan later on.

For established businesses, a one page business plan is an easy way to document changing strategies and update board members and senior staff on new goals. A one-page plan can also act as an elevator pitch or fact sheet to pique the interest of potential investors and lenders.

In any case, distilling your business’ mission and goals into one page forces you to reevaluate your ideas and priorities. This can ultimately help you make smarter decisions and run a more efficient operation.

To write an effective one page business plan, stick to the basics: discuss the market potential for your business and how your products or services will add value, explain your profit plan, and share your goals. Keep in mind that all the parts of a business plan should only be a few sentences, so it’s important to be clear and concise.

Here are the five components of a one page business plan template:

The summary provides a brief introduction to your business and what you hope to achieve. In addition to giving background information on your company, describe the services or products you offer and share your value propositions.

If you’ve been operating for a while, you may want to include a few company highlights or successes, like the fact that you hired five new employees last year or boosted sales by 10% from the previous quarter.

If your business is just getting off the ground, focus on explaining your vision and what makes your operation unique, whether it’s your commitment to 24/7 customer service or local product manufacturing.

2. Market analysis

One of the most important parts of a business plan is the market analysis , which explores the industry you’re in and customers you’re trying to reach. Using brief sentences or bullet points with statistics, you need to show that there’s a demand for your products and services, then talk about how you’ll satisfy that demand.

Start by identifying and describing your target market . Think college students or women age 30 to 50, for example. Taking into account factors like age, occupation, interests, issues, buying habits, and market trends, explain how you’ll position your products or services to appeal to these potential customers.

Next, you’ll want to include a few statistics or research notes about your industry and competitors, and explain how you plan to differentiate your business from companies offering similar things.

Learn how to conduct your own market research for your business>

3. Marketing and sales strategy

This part of your one page business plan summarizes how you’ll promote your business and convince customers to act. Start by sharing your business’ main marketing challenge. Do you have a difficult time getting traffic to your site, choosing which platforms to invest in , or converting leads to sales?

Your summary should explain in broad terms how you plan to address your marketing hurdles, whether that means increasing your marketing budget , adopting Google Analytics, or eliminating a platform that has little success.

If you have space, consider giving an overview of your sales funnel here, listing key details and distribution channels for each step—from awareness to action. Make sure you include a sentence or two that clarifies why you chose the particular marketing methods you listed.

Put together a cohesive marketing strategy for your business with our comprehensive guide>

4. Pricing and profit strategy

The point of this section is to demonstrate your business’ profit potential . Talk about your pricing strategy first: What do you need to charge to create a high-quality product or service that helps you attract customers and stay competitive? What’s more, how will those prices help you turn a profit after accounting for operational and production-related expenses?

This is a good area to share your business’ profit and loss numbers from last year. If your revenue exceeded what you spent, you can talk about what you did that was successful and how you hope to build on that momentum. If, however, your numbers show that you spent more than you earned, explain how you plan to change your approach going forward to become profitable.

If you don’t have financial data to pull from, include your six-month sales forecast and projected cash flow instead.

Set your pricing while protecting your profits>

In the final section of your one page business plan, list your most pressing or significant business goals . Do you want to acquire a certain number of email subscribers by the end of the quarter, for example, launch your first product in the next six months, or cut operational expenses by 15% in the next year?

For each goal you share, include a sentence or two that explains what steps you’ll take to carry it out, how you’ll measure your progress, and how you’ll overcome problems that occur. Mentioning potential obstacles is a good segue into discussing any funding, equipment, or hiring needs you might have. You might need to double your inventory to satisfy high customer demand during peak season, for example, which will require extra working capital.

Keep in mind that you’ll probably need a longer, more detailed business plan if you’re seeking funding , but a one-page version can help you get started.

Keep updating your one page business plan

The best part of a one page business plan is that it’s easy to adjust. Aim to keep revising and updating your plan as your strategies, budget, and priorities change. You can also tweak your business plan outline depending on what you want to emphasize. You can also tailor your one page business plan based on your target audience (i.e., potential funders, new employees, etc.).

To get started, check out these tools that will help you generate a one page business plan template of your own:

• LivePlan is a business plan writing software that guides you through the process of writing your perfect business plan.
• BPlans provides free business plan templates and resources for writing your own plan.
• The Small Business Administration has a business plan template you can use.
• Microsoft Office has countless stylish business plan templates to choose from.

Use a one page business plan to set yourself up for success

If you feel overwhelmed at the prospect of writing a business plan, start with a simple one page version. A one-page business plan is a perfect entrée into business plan writing. Plus, it’s an easy, effective way to clarify your ideas and goals no matter what stage your business is in.

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Related Posts

The information and tips shared on this blog are meant to be used as learning and personal development tools as you launch, run and grow your business. While a good place to start, these articles should not take the place of personalized advice from professionals. As our lawyers would say: “All content on Wave’s blog is intended for informational purposes only. It should not be considered legal or financial advice.” Additionally, Wave is the legal copyright holder of all materials on the blog, and others cannot re-use or publish it without our written consent.

Create a Business Plan One-Pager (+ Proven Templates )

Learn what to include in a business plan one-pager & the best doc format. Learn how to write a one-page business plan, either from scratch or using a template.

Dominika Krukowska

14 minute read

Short answer

What to include in a business plan one-pager.

• Title slide
• Unique value proposition (UVP)
• Company overview
• The problem you are solving
• Market analysis
• The solution you offer
• Marketing and sales plan
• Main objectives and success metrics
• Key team members and their roles and accreditation
• Request for funds and use of funds
• Next steps (small concession)

Even the best business plan can be badly received if not presented well

If you make it too complex, dry, or fail to spark the investors’ interest, you’ll bury your chances of securing the funding necessary to get your business off the ground.

Your success lies in how you’re going to structure and deliver your business plan.

This post will provide you with essential tips and templates for creating a winning business plan one-pager .

You'll learn what to include, how to structure, and how to design a visually striking business plan that grabs attention and gets results.

Read on to build your confidence and empower yourself to present any business idea persuasively and stand out from your competition.

Let’s see how it’s done!

What is a business plan one-pager?

A business plan one-pager is a document that summarizes the key elements of a full business plan onto a single page.

It includes an outline of your company's mission, target market, products or services, revenue streams, competitive advantage, marketing and sales strategy, and financial projections.

Business plan one-pagers are often used as a pitch deck for investors, a proposal for business partnerships, or as an executive summary for internal use.

Why use a one-page rather than multi-page business plan?

Compared with traditional multi-page business plans, a one-pager has 3 significant advantages.

• It's concise and to-the-point. This makes it easier for investors and partners to grasp your vision quickly.
• A one-pager business plan has limited space. This forces you to present only the most important aspects of your business plan which makes your case more clear and compelling.
• It's more share-worthy. Because it's just one page, it's more likely to be read and shared.

Can I use a one-page business plan as a substitute for a more comprehensive business plan?

Probably not. Your business plan one-pager is not meant to replace a full business plan, but rather to supplement it.

While your one-pager provides a high-level overview of your business idea, it may not provide the level of detail some investors or partners require.

TIP: You can use a business plan one-pager as a way to test your business idea and get feedback before investing time and resources in creating a full-scale business plan.

How to write a one-page business plan

Let’s see how you can distill your business idea into a compelling format that makes you stand out and leave a lasting impression.

By the end, you'll be equipped with the skills and knowledge to make others believe in your vision with just one page.

What to include in a business plan one-pager

We've identified 11 key elements that should be included in every highly effective business plan one-pager.

11 critical slides included in a business plan one-pager:

1. Title slide

The title slide of your business plan one-pager is your first chance to make a great impression on potential investors, so make it count!

Adding a video in your cover slide can boost engagement by 32% , get people to read your one-pager 37% longer, and make them 17% more likely to take the desired action at the end.

TIP: You can add the average reading time in the cover slide (right below your company name and logo). This simple little fix can shrink your bounce rate by 24%.

2. Unique value proposition

The Unique Value Proposition (UVP) slide of your business plan one-pager is where you get to showcase what sets your business apart from the competition. You can do it in the form of a tagline that encapsulates your company's essence.

A vision statement that speaks to the heart of your business can capture the interest of investors and entice them to read on.

The mission statement should be snappy, catchy, and memorable.

Example UVPs:

"Transforming the future of sustainable energy"

"Innovating personalized healthcare solutions."

3. Company overview

The company overview slide should tell investors the story behind your business.

A company overview should answer 3 critical questions:

• how it came to be
• what it stands for
• and where it's headed

This slide should give investors a clear understanding of the type of business you're running, the problem you're trying to solve, and how your business aims to succeed in the marketplace.

By providing a succinct and compelling overview of your company, you can demonstrate that you have a solid understanding of your business, its strengths, and its potential for success.

A strong company overview slide can set the tone for the rest of your one-pager and make a great impression on investors.

4. The problem you are solving

This section should outline the pain points of your target market and explain why a solution is needed.

Presenting a compelling case for a real-world problem helps convince investors of the potential market demand for your solution.

TIP: Focus on the customer's perspective. Highlight the challenges they face and the impact those challenges have on their lives or businesses.

5. Market analysis

The market analysis slide is your opportunity to showcase your knowledge of the competitive landscape and your potential market.

It should describe your customer segments, the size of your target market, the current players in the market, and any gaps or opportunities that your business can leverage.

A strong market analysis slide demonstrates to investors that you've done your homework and that you have a deep understanding of the market you're entering.

6. The solution you offer

The solution slide should present the key features and benefits of your solution and demonstrate how it uniquely addresses the pain points of your target market.

A strong solution slide is the heart of your business plan one-pager.

It should showcase the innovation and value of your product or service. It should transport investors into a better world brought on by your business solution.

TIP: Carefully choose your words and visuals to describe your solution as transformational. The most successful business plans build excitement and anticipation and leave investors eager to learn more.

7. Marketing and sales plan

Your marketing and sales plan slide is your opportunity to showcase your strategy for reaching your target audience, generating interest in your product or service, and ultimately driving sales.

From pricing strategy and promotion to distribution channels, the marketing and sales plan slide should provide a comprehensive overview of how you plan to turn your vision into reality.

A well-crafted growth plan demonstrates your creativity and strategic thinking, you can inspire confidence in investors and show that you have what it takes to succeed in the competitive world of business.

8. Main objectives and success metrics

Your business plan one-pager's objectives and success metrics slide is where you define your key performance indicators (KPIs) and objectives. It’s important to add this slide early on, as it serves as a roadmap for your business's growth.

Presenting a well-defined set of objectives and metrics will show investors that you have a solid understanding of what it takes to succeed in your industry, as well as a strategic mindset and commitment to achieving your goals.

9. Key team members and their roles

The team slide is where you showcase the people behind the business, including relevant skills, experience, and accreditation. Investors want to see a team that has what it takes to bring the business to life and drive its success.

This slide should highlight each team member's unique contributions, including their roles and responsibilities, as well as any relevant accomplishments. I recommend that you include a brief bio and corporate headshot to add personal depth.

TIP: Remember, you are selling you and your team just as much as you’re selling your business idea. Business success relies on a great team. What takes business from good to great is first “Who” then “What” .

Show that your team brings a diversity of thought, a wealth of experience, and a passion for the business that can inspire investors and make them fall for your team even more than they fall for your business idea.

10. Request for funds and use of funds

When you're asking for funding, it's essential to be crystal clear about how much you need and why.

Whether you're planning to launch a new product, hire more staff, or boost your marketing efforts, make sure to provide specific details and supporting data to back up your request.

In the use of funds section, break down precisely how you plan to allocate the funds you receive.

This involves outlining how much you'll spend on product development, marketing, hiring, or other expenses.

Remember, investors want to see a clear return on investment (ROI). Whether you bringing in a dedicated development team or buying a comprehensive tool stack, by prioritizing your spending based on your business goals and demonstrating how the funds will help you achieve them, you'll show investors that their money is in good hands.

11. Next steps

Don’t end with a thank-you slide! Instead, end your business plan one-pager by providing a clear and actionable call-to-action.

This slide should leave no doubt in investors' minds about what you want them to do next and how they can get involved in your business.

By providing a compelling call-to-action, you can increase the likelihood of securing funding and gaining valuable support for your business.

Our research shows that decks with a clear, singular next step have a 27% higher conversion rate than those which end with a generic “thank you” slide.

Business plan one-pager possible next steps:

• Scheduling a meeting to discuss the plan in more detail
• Scheduling a live demo of the product
• Downloading additional materials (market research, positioning, marketing plan, user research, product technical documentation, etc.)
• Signing a letter of intent
• Making an investment (mostly good for small donations/investments)

Here’s an example of a business plan built with this structure:

Business plan one-pager

This one-page business plan presentation template covers your company, market, product and services, and growth plan as an interactive visual story that's easy to follow and highly engaging.

How to effectively fit a business plan on just one page

Let’s see the concrete steps you need to take to effectively condense your entire business strategy onto a single page without sacrificing critical information or losing sight of your goals.

1. Limit what you have to say

It's essential to prioritize the most vital information that investors need to know about your business. This means being strategic about what you include and what you leave out.

Rather than trying to cram every detail of your business into a single page, focus on the core information that defines your business.

Your core information is most often your unique selling proposition, target market, and financial projections.

2. Say what you have to say with fewer words (but avoid jargon and acronyms)

Since you're limited to just one page, it's important to be concise and to the point.

Avoid using complicated jargon or industry-specific acronyms that may be difficult for investors to understand. Instead, use clear and simple language that gets your message across quickly and effectively.

TIP: Write your message as if you're talking to a friend with no previous knowledge of what you do.

3. Give summaries and link to read full content

While it's important to be concise, you also want to ensure that you're providing enough information to give investors a good understanding of your business.

One way to do this is to provide brief summaries of key information and then provide a link to more detailed content.

4. Limit your use of visuals

Visuals can be a powerful tool for conveying information quickly and effectively, but they can also take up a lot of space on a one-page business plan.

Use visuals sparingly and only when they add value to your message. Consider using graphs, charts, and infographics to illustrate key points and data.

5. Move from PDF one-pager to web-based one-pager

Unlike PDFs, which require readers to constantly pinch in and out of content to make it legible, web-based one-pagers create an interactive experience with scrollable documents.

You can also use multimedia elements, such as videos and animations, to enhance your message and make the information more engaging.

With a web-based business plan one-pager , you can break up dense text into smaller, more comfortable chunks, creating a better reading experience for your audience.

Web-based one-pagers are designed to be mobile-friendly, so your audience can easily view your content on any device, from anywhere.

How to make your business plan one-pager stand out

First impressions are everything. An impressionable business plan one-pager can be the difference between securing investment and being left in the dust.

Here are some tips on how to make your business plan one-pager stand out:

1. Use motion

Including animation or video into your one-pager can be a powerful way to grab investors' attention and keep them engaged. Use motion to highlight key points or demonstrate how your product or service works.

To learn more about how it’s done, check out our article on how to use video animations to create engaging content .

2. Use original designs

Using original designs is a key element for standing out.

Avoid falling into the trap of using generic designs. Instead, take the time to create something that is truly unique and eye-catching.

This can be as simple as using your branding or as complex as creating your own infographics or custom illustrations such as Procreate color palettes .

3. Personalize

Personalization is the most effective way to make you stand out and leave a lasting impression.

Effective personalization:

• Including a personalized note
• Addressing the investor by name
• Referencing their previous investments (to show that you've done your research)

Tailor-made decks are read in full 68% more often , 41% longer, and are shared internally 2.3x more often.

4. Customize according to the investor’s preferred format

Customizing your one-pager to the specific investor's needs and preferences is the best way to get and hold their attention.

Look for guidelines on their website, ask previous candidates, or ask the investors directly.

Fit your plan to their format and highlight aspects of your business that align with their investment portfolio or industry expertise.

5. Tell a story with data visualization

Data can be overwhelming, but presenting it in a visual format can make it more accessible and compelling.

Use infographics, charts, and other data visualization elements to tell a story about your business's growth and potential.

Here’s our selection of the best data visualization tools to get you started.

How to make a persuasive business plan one-pager

If you want your business plan one-pager to persuade investors to get on board with your vision, you need to make sure it hits all the right notes.

We've got you covered with tips for making a highly-persuasive business plan one-pager.

1. Define a unique audience with an acute problem

You should define your ideal customer profile (ICP) and the problems they face, and how your solution can help them solve these problems.

2. Describe your uncopyable solution to said problem

When describing your solution in your one-page business plan, it's important to emphasize what makes it unique and difficult to replicate by others.

3. Show traction or potential traction

To make your business plan one-pager more persuasive, it's critical to show evidence of traction or the potential for it.

Consider sharing metrics such as customer acquisition rates, revenue growth.

4. Incorporate social proof

You will never get funded without earning investors’ trust. Social proof is the best tool for building trust (other than a face-to-face meeting).

You can include customer testimonials, case studies, or awards to showcase your business's credibility and success.

5. Display your authority and expertise

Include any notable achievements,awards, or acknowledgement your team or product have received.

6. Tie your business goals with universal values

Consider connecting your business goals with universal values that resonate with investors.

This could include making a positive impact on society or the environment, supporting underrepresented groups, or promoting innovation and growth.

Some investors will appreciate the positive impact beyond ROI, others will care only about profitability. Do your research.

How to optimize business plan one-pager UX

When it comes to creating a one-pager business plan, choosing the right document format can make all the difference. Here are some crucial factors to consider:

1. Move from static to interactive

Static formats like PDFs and Word documents can kill engagement and interest with your one-pager.

On the other hand, interactive formats like web pages or Storydocs offer a more immersive, engaging, and memorable experience.

With interactive formats, you can include videos, animations, and other multimedia elements to help showcase your business in a more engaging way.

Interactive

2. Move from pinch and zoom to scroll

Pinch-to-zoom gestures on PDFs are annoying for most people. They make navigating the one-pager frustrating and make reading needlessly hard

A scroll-based interactive one-pager gives investors a familiar and easy way to read through your business plan. Just like they're accustomed to do with any other online content (that’s also mobile-friendly).

3. Become mobile-friendly

Static document formats like PDFs and Word documents are difficult to read and navigate on mobile devices, while web-based formats offer seamless mobile experience.

4. Move from local file to online docs

Local files, such as PDFs or Word documents are being replaced with web pages or cloud-based documents.

Online docs offer your readers easy access from anywhere and from any device, a better reading experience, reduced exposure to virus and malware, and easy sharing.

Best business plan one-pager document types

You have various document formats to choose from when creating your business plan. Each format has its own set of benefits and limitations that can affect how it's received by investors and stakeholders.

Let’s run through the important differences.

Best document type for a business plan one-pager:

Business plan one-pager do’s and don’ts

✅ Keep it conversational and easy to understand.

✅ Use data to support your claims.

✅ Tell a story.

✅ Talk about your solution in the context of your audience's needs.

✅ Use interactive formats with multimedia.

✅ Focus on your unique selling proposition.

✅ Show that you have a plan for execution.

✅ End with your ask and a call-to-action.

✅ Clearly present your market positioning.

✅ Address major obstacles and provide plans to overcome them.

❌ Don't use buzzwords, jargon or go into technical detail.

❌ Don't make unrealistic claims.

❌ Don't spout out facts.

❌ Don't talk about your product (we, we, we).

❌ Don't use static formats.

❌ Don't focus on what makes your competitors bad.

❌ Don't make wild moonshot promises.

❌ Don't end with a “thank you” slide.

❌ Don't ignore your competition.

❌ Don't overlook potential risks and challenges.

Create your business plan from interactive template

If you want to create a business plan one-pager that will cut above the noise and get results, it will require a lot of hard work to get right.

What's worse, you run the risk of losing potential investors or stakeholders if you get it wrong.

A poorly designed or incomplete business plan could make it difficult for others to understand your vision or see the potential in your business.

To save time and frustration and remove the risk, consider using our interactive templates.

With Storydoc's business plan one-pager templates , you can focus on the content and messaging of your business plan, rather than spending hours formatting and structuring it.

Pick a business plan one-pager template:

Create story from scratch

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

Make your best business plan to date

Try Storydoc for free for 14 days (keep anything you make for ever!)

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Easy-to-use one-page business plan template

A one-age business plan is a useful tool for providing an overview of your goals and targets and how you and your team will achieve them. Before you get into the details, a one-page business plan can help you feel out your ideas, set priorities, and provide an outline for a more extensive standard business plan.

You can also keep your single-page plan on hand to keep you laser-focused on the scope and objectives of your business at all times.

In this article, we’ll show you how to use a one-page business plan to create a robust foundation for your business and share some ready-to-use business plan templates .

Get the template

What is a one-page business plan template?

A one-page business plan encompasses your entire business strategy condensed onto one-page. A one-page business plan template is a document that outlines a business’s strategies and goals.

A traditional business plan goes into great detail and could be dozens of pages long. With a one-pager, the idea is to condense all the important information into one high-level document.

However, if it’s a one-page business plan to hand out to prospective investors, you’ll likely focus more on something like financial projections .

In general, your one-page business plan can include:

• Vision statements and strategic objectives of your business
• Customer segments your business will serve
• Overview of the product or service you’ll provide
• Sales goals and marketing strategy
• High-level business overview of financial projections

Why use a one-page business plan template?

Understanding the benefits of writing a single-page business plan helps keep you focused when condensing lots of important information onto a one-page template.

Provide an overview of your business plan

A one-page plan provides you with an overview of everything you need to consider about your business venture. One-page plans provide a snapshot of multiple moving parts of your strategy and operations to keep you focused on what matters.

One-page business plan templates are a very useful starting point for developing a more detailed standard business plan . By creating a high-level document, you can begin to sketch out your ideas and assumptions and test them before spending lots of time developing a long business plan that you end up rewriting. Once you’re satisfied with your one-page plan, you have a step-by-step outline for a more in-depth version.

Manage operations and finances

As you grow your business, the operations and finances side of things often become more complex and difficult to manage. In times like these, when you need to make important decisions, a one-page business plan helps keep the core objectives of your venture in mind at all times. Nailing down your template means you don’t waste time deciding what the most important details are, so you can focus your time and energy into growing your business instead.

Synthesize business information

Another key benefit of having a one-page business plan on hand is the ability to provide anyone with a snapshot of your business whenever needed. This situation could apply to your management team, potential business partners, or potential investors who want a fast, easy-to-digest rundown of your business.

While you might have an elevator pitch ready, a one-page plan helps back up your claims, especially when it comes to items like financial projections or your cash flow statement . A one-page business plan template means it’s easy for you to quickly synthesize relevant information for the required audience. Simply drop the latest information into your template and get ready to present.

What are some examples of one-page business plans?

Before you write a one-page business plan, it’s helpful to get familiar with the various types of templates available and decide which one is best for your needs.

Startup one-page business plan template

Writing a business plan for a startup is a very different process than creating a plan for an established business. Startups are beginning from the very start of their journey with little historical data to go on. By nature, they need to be a lot more flexible with their ideas and decisions as they decide what works.

( Image Source )

So a one-page plan for startups is more about laying the groundwork for more in-depth strategic analysis and taking an agile approach to developing a business model.

Business model canvas

The business model canvas is a well-known template for business plans. A single page is divided into squares, with each square representing an important component of the business strategy.

With a business model canvas, you’ll be able to quickly outline items like your target markets, value proposition, and revenue streams. Writing and comparing these sections on one-page allows you to validate your business model against your market analysis and quickly iterate on different elements of your business strategy .

Business idea action plan template

While many business plan templates focus on strategy and high-level objectives, some businesses require more focus on operations and action right from the start. In those instances, a business idea action plan template can be more beneficial.

This type of one-page business plan focuses on what you are going to do and how you are going to do it, rather than analysis and projections. It enables business owners to develop tactics for how they’ll design, develop, market, and sell their products or services.

Small business plan template

Small businesses are often operating with limited funding and narrow profit margins. These constraints make revenue targets and cost-effective operations critically important to success, especially for a service business.

When this is the case, a shorter business plan template for small businesses which focuses on defining your business niche, setting clear targets, and creating detailed timelines keeps your strategy aligned to the bottom line at all times.

monday.com’s one-page business plan template

Building a one-page business planning template from scratch involves a lot of key elements for consideration, but it doesn’t have to be a tricky process. Having a template to keep you on track enables you to effectively shape your strategy, goals, key activities, and targets in one place.

monday.com has created a one-page business plan template to help you create an effective one-page business plan that will keep your goals and targets at the front of your mind as you grow your business. The monday.com template includes:

• Digital visualization of your entire business strategy in one location, so you can easily share your plan and make updates
• Extensive customization options so you can create a business plan that aligns fully with your company branding
• The ability to add your own visuals such as tables, images, and videos that are relevant to your business plan
• The ability to collaborate in real-time with business partners and senior management on the creation and development of your one-page plan
• Integrations with popular business tools such as Excel and Outlook so you can move your business plan seamlessly from creation to execution

Have your one-page business plan created quickly and seamlessly with monday.com. Sign up for our free trial and select the one-page business plan template to stay aligned with your business objectives and core goals.

One-page business plan tips & tricks

Although a one-page business plan is not as extensive as a full-length business plan, there are some best practices you should follow to get the most out of it. With these tips and tricks, you’ll have a one-page business plan that’s realistic, accurate, and functional.

Understand your target market

Before you start outlining your business activities and tactics, it’s imperative that you fully understand your target market and your product-market fit. This understanding includes considerations such as customer price sensitivity, buying preferences, demographics, and more.

Without understanding your target market, building a business model can lead to sales targets and timelines that don’t materialize, a marketing plan or marketing materials that miss the mark, and unrealistic financial projections.

Fine-tune your products and services

Another key element of your business plan is the outline of the products and services you’ll offer. In this area, business owners need to thoroughly understand the cost of production, how to price products and services so they remain profitable, and how your offering measures up against competitors in the market.

By getting a firm grasp of your value offering, you can more accurately project costs, revenue, and profitability over the long term.

Keep your goals and projections realistic

When creating your one-page business plan, use the hard numbers regarding costs and budget to remain realistic about your business goals.

This approach applies to your timelines, too. Although your goals and targets may be ambitious, there needs to be an achievable timeline and resource allocation attached to them.

FAQs about one-page business plans

How do you write a business plan in one page.

It might be more beneficial for some business owners to start with a long business plan and then work on synthesizing it into a one-page template. That way, you can gain a deep understanding of your strategy before selecting the most important highlights for your one-page business plan.

You can also use visuals in place of written text where appropriate to save on space. For example, you can condense the highlights of your financial projections onto a single graph that’s understandable at a glance.

What is the primary characteristic of a one-page business plan?

The primary characteristics of a one-page business plan are clarity and brevity. Anyone who picks up your one-page plan should quickly get a clear idea of what your business does, its goals, and how you plan to achieve them. So it’s essential to keep all the information extremely clear and concise. Using a template like one on monday.com already gives you a leg up with a helpful outline.

What should a simple business plan include?

While every business is unique in some way, there are fundamental pieces of information you should incorporate into all simple business plans, including:

• Business mission and objectives
• Target audiences
• Competitor analysis
• Products/services outline
• Key operational considerations
• Time-bound financial projections

Depending on the purpose of your plan, you might choose to leave some items off the page. For example, if it’s for internal use by a wider team, you might omit elements like business financing plans, income statements, cost structure, etc.

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The One Page Business Plan for the Creative Entrepreneur Paperback – July 31, 2015

• Print length 98 pages
• Language English
• Publisher The One Page Business Plan Company
• Publication date July 31, 2015
• Dimensions 8.75 x 0.5 x 11 inches
• ISBN-10 9781891315091
• ISBN-13 978-1891315091
• See all details

Editorial Reviews

From the publisher, from the author.

The One Page Business Plan was inspired by my work with entrepreneurs. These individuals like to think fast and move fast, and the concept of a traditional business plan was out of the question. An innovative, fresh approach to business planning was required, and the One Page Business Plan was born.

About the Author

Product details.

• ASIN ‏ : ‎ 1891315099
• Publisher ‏ : ‎ The One Page Business Plan Company; PAP/COM edition (July 31, 2015)
• Language ‏ : ‎ English
• Paperback ‏ : ‎ 98 pages
• ISBN-10 ‏ : ‎ 9781891315091
• ISBN-13 ‏ : ‎ 978-1891315091
• Item Weight ‏ : ‎ 12.8 ounces
• Dimensions ‏ : ‎ 8.75 x 0.5 x 11 inches
• #650 in Nonprofit Organizations & Charities (Books)
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About the author

Jim Horan (1952-2019) was an experienced Fortune 500 executive, small business expert, consultant, and speaker. Over the past 20 years, through workshops, seminars, coaching and mentoring programs, he helped tens of thousands of entrepreneurs, business owners and corporate executives achieve significant breakthroughs in their businesses.

Mr. Horan spoke to audiences all across the United States, helping business owners and CEO's systematically make their businesses more profitable. Jim had the unique ability to take complex business situations and make them simple.

Jim was the author of the One Page Business Plan Book series consisting of six books including Entrepreneur, Executive, Non-Profit and Consultants editions. The books have been translated into at a number of different languages including Spanish, Korean and Croatian.

Tom Peters, the author of Thriving on Chaos and In Search of Excellence, calls Jim's books out and out winners... Period! Peters has been quoted as saying "It makes great sense to me as a so-called 'business thinker.' The One Page Business Plan = the proverbial better mousetrap!"

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Customers find the book's content very good for discovering answers on their own. They also appreciate the simple business plan format and charting tools included in a CD. Readers say the book is worth buying to support your business.

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Customers find the book very good for discovering answers on your own. They say it's concise, straightforward, and provides many examples to illustrate the sections. They also say it provides a very clear picture of the business vision and greatly improves prospects. Customers also mention that the questions are sharp and intense.

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One-Page Business Plan Templates

One-Page Business Plan Templates for Entrepreneurs

Susan Ward wrote about small businesses for The Balance for 18 years. She has run an IT consulting firm and designed and presented courses on how to promote small businesses.

Having a business plan is a must , whether your goal is to start a one-person freelancing business or a multi-million dollar enterprise. However, if you are looking to start a simple product or service business as a sole proprietor or one-person corporation you don't need a 50-page business plan . A shorter plan will suffice. A quick and easy one-page business plan templates can get you started. 

If your business is a partnership  or requires multiple employees, you may need a more robust business plan. Similarly, a one-page plan will not be sufficient if you are in need of  debt  or  equity financing  and wish to impress financial institutions or potential investors. Lenders and investors will require you to provide more in-depth information in the plan such as:

• Your relevant industry background, business, and management experience 
• A more thorough description of your target market , proof of sufficient demand for your products or services, and how you will meet that demand and turn a profit
• Thorough analysis of the competition and how you will compete in the marketplace
• Detailed, realistic financial projections , including projected income statements, cash flow projections, and  breakeven analysis
• An in-depth operating section with details on facilities, leases, equipment, and staffing.

Step-by-step guidance on how to write a business plan  can lead you through each section of a full-sized plan.

Keep in mind that a business plan is a living document and you can always start with a one-page plan and enlarge it with additional detail as required. You may be able to articulate the business overview, vision , objectives, and concise action items in a single page, but you might want more detail in the financial and marketing sections. For example, you might want to add an extra page to your pricing strategy section for income and  cash flow statements and another for breakeven analysis in advertising and promotion.

Structure of a Business Plan

A one-page business plan needs to provide concise answers to several basic questions that must be addressed such as:

• What is the need for your product or service?
• What is your competition and how will you differentiate yourself in the marketplace ?
• How will you make money, for example, in terms of sales versus expenses?
• How will you market your business?
• How will you get started? What are your  capital  requirements?

How to Use the Templates

The sample templates can be copied into a Word, Excel or similar office document by selecting the text and using copy/paste—using Windows, outline the text to be selected with the mouse, and hit CTRL-C to copy and CTRL-V to paste. 

One-Page Business Plan Template for a Service Business

This template is suitable for freelance businesses that provide services, such as consultants, graphic designers, landscapers, and delivery services. For a one-page plan, the answers to questions should be one or two sentences.

One-Page Business Plan Template for a Product Business

This template is suitable for businesses that sell products, such as food services, beauty products, and bike shops. For a one-page plan, the answers to questions should be one or two sentences.

How to Write a One-Page Business Plan (By Asking the Right Questions)

Home » Blog » How to Write a One-Page Business Plan (By Asking the Right Questions)

French author-philosopher Voltaire once wisely said, “Judge a man by his questions rather than his answers.”

The same can be said for your business plan.

Every entrepreneur, business owner, inventor, and visionary started their business journey with an inquisitive question.  

Yours now might be how do I write a one-page business plan ?

If so, we have the answers.  

Writing a business plan can seem like a daunting task, but this guide will provide you with the right questions you need to ask in order to get started.  

The Steps of Writing a One-Page Business Plan

It doesn’t matter whether you’re opening a coffee shop, bed and breakfast, or a construction company. The elements you need to write a one-page business plan remain the same.  

Best-selling author Paula Nelson put it this way:

“The best business plans are straightforward documents that spell out the who, what, where, why, and how much.”

To clarify, I’ll use a guest house I opened in 2018 as an example. It quickly became the regional number one online listing, attracted guests from 33 countries, and secured bookings one year in advance.

My small guest house grew into the success it was because I had a strong business plan. It targeted a specific audience, identified a need and provided a solution, held a competitive advantage, a definitive sales strategy, and so on. Basically, my small business was successful because I had a solid business plan as a foundation.

How is a One-Page Business Plan Different From a Regular Business Plan?

A regular business plan is a formal presentation that must include certain elements and quality standards.

Also called a traditional business plan, it is on average 50+ pages written in business language. You need this document to impress others outside the company, such as investors.  

So, if you are meeting with a potential investor, you would present them a regular business plan as opposed to a one-page plan.  

A one-page business plan answers the questions you need to know.  

It’s quick to write, provides you with a resource to rely on, helps set your goals and implement the strategy to reach them. It shows you where you are and what’s required to achieve success.

The first question you need to answer: Is there a market need?  

1. Is there a market need?

“If dogs don’t like your dog food, the packaging doesn’t matter.” – Stephen Denny, author and competitive strategy/marketing consultant.

Every successful business has to first confirm the market need . Without a market need, you don’t have a viable business.

A market need is a problem that a specific demographic has, also known as their pain point. When you identify a pain point and an audience craving a solution, you’ve found your market need.  

Let’s review a few strategies you can use to confirm market need:

Validate the demand. First step, prove your idea has potential. Validation provides accurate data telling you exactly how many people search for your product/service over a set time – and showing whether your market’s growing or declining.  

Assess your competition. Your competitors’ success can also prove the market need. What products/services do they provide? What solution do they solve? And how high is consumer demand?

Listen to your future customers. Look at your prospective customers’ positive and negative reviews to find out what they think. Check out review sites like Trustpilot, Amazon, social media, and your competitors’ websites.

Going back to that guest house I mentioned earlier, I confirmed consumer demand by assessing competitors’ online booking availability at peak and off-peak times. I then determined the gap in the market (AKA, what type of accommodation to offer) by reading customer reviews, finding out what visitors wanted, and what the competition failed to provide.  

2. How will you solve the market need?

“Don’t find customers for your products. Find products for your customers”.   – Seth Godin, author, and entrepreneur.

Now you must identify how you’ll solve the market need and prove why your solution is better than what’s already available.

To provide a winning solution, first find what is called in marketing your unique selling point (USP). It’s a strategy informing customers about how your product is superior to competitors.  

Your USP could be a better product or service, a lower price, a simplified buying process, exceptional customer service, or a new and revolutionary solution to an existing problem. No two successful businesses have the same USP because if they did, they wouldn’t be unique.

When I was determining the guest house’s unique selling point, I looked at others in the market. My competitors were primarily focused on maximum income for minimum cost, and not necessarily on getting customers to return. Identifying that gap is how I found my USP, resulting in hundreds of 5-star reviews and a return client base (not via a third-party site), increasing my profits by 15%.

3. Which products or services will you offer?

Before choosing a product or service to sell, ask yourself the following questions:

What are my customers’ hidden desires?  

What’s the most significant benefit my product/service can give my customers?

What problems do my prospects have with my competitors, and how can I solve them?

Because it’s not your products that interest people, it’s the results they provide. Put your customers first and fulfill their implicit desires with excellence, and your choice of product or service will become apparent.

The guest house I opened offered exceptional customer service.

Sure, the beds were comfortable, the food excellent, and our view amazing. But most folks remembered the superb service and feeling attended to.  

The guest house’s level of service gave value to my customers – providing an instant return to my business by increasing reviews, cultivating a loyal clientele, referring others, and attracting people happy to pay more.  

4. What's your business model?

The late Anthony Bourdain, celebrity chef, author, travel documentarian, once said:

A business model outlines how your company will turn a profit selling a product/service to a target audience within a specific marketplace.  

However, with so many new businesses models coming online every day, they’re constantly evolving, so no one size fits all. For example, traditional business models include brick-and-mortar stores, franchising, and direct sales.  

Hybrid models (businesses like my guest house) combine internet sales with a physical location.  

Your business model’s purpose is to ensure you’ll profit using the proper marketing channels and payment gateways for incoming revenue.  

Now’s the time to be ruthless with the numbers. Account for every outgoing, like set-up costs, fixed costs, product production and packaging, sales, and shipping. Research your competitors to find the base price point for what you’re offering.

For the guest house, I had a hybrid model using online marketing to rent vacation rooms through third-party holiday booking sites. I then added Google My Business, a website, and local off-line physical marketing materials as my customer base grew. It was heavily focused on return customers and referrals to reduce third-party percentage sales costs, increasing revenue. Payment gateways included online payments via third-party sites, my website, and on-site.

5. Who's your competition, and how will you beat them?

“I’ve been up against tough competition all my life. I wouldn’t know how to get along without it.” – Walt Disney, you know the guy!

Without competition, you’ve got one of two things: A business idea no one wants, or one no one yet knows they need.

Both are unsuitable business models for a small business. The ideal business model should have high customer demand, healthy competition, and room for a savvy innovator like you to move in.  

You beat your competitors by identifying them, what they offer, and which marketing channels they use to engage their target audience. And you find those by running a competitor analysis .

A competitor analysis identifies your competition’s strengths and weaknesses, their marketing strategies, advertising platforms, and any crucial marketing opportunities they may be missing. Doing so gives you a competitive advantage.

The guest house I opened had 42 established competitors, all with a long booking site history and hundreds of reviews.  

However, average review scores were low (8.2 on Booking.com and 3.8 on Google), the negatives being customer service, facilities, and breakfast. Most competitors weren’t taking advantage of visuals, using low-quality photographs. Fewer still were active online, failing to reply to customer comments and testimonials.  

6. What's your competitive advantage?

“If you don’t have a competitive advantage, don’t compete.”   – Jack Welch, ex-CEO of General Electric.

A competitive advantage is your company’s ability to outperform your competitors in one or more ways. That is called a unique value proposition (UVP).

Your unique value proposition is the solution and benefit your USP provides. Your UVP’s an in-your-face marketing statement describing exactly how you’ll bring value to your audience, highlighting what makes you unique to the marketplace.

Ask these questions to find your answers:  

Relevancy: How does your product or service solve your customers’ pain points or improve their situation?  

Quantified value: In what way will you deliver those specific benefits?  

Differentiation: Why should your ideal customer buy from you and not from your competition?  

The guest house’s unique selling point was superior service, stunning views, comfortable bedrooms with extra facilities, and a 5-star quality breakfast using local produce, catering for all food intolerances.  

Our unique value proposition was marketing.  

I was at an immediate disadvantage to our competitors. Our location was 2 miles from town, which meant customers needed transport, so I promoted a free taxi service. It became one of our leading USPs.  

I took beautiful photographs and wrote engaging descriptions of the property, breakfast, and facilities down to the last detail – removing any doubt from my target audience’s mind.

And, I created a cohesive and recognizable brand by using the same images, bio, and family pictures on all our marketing platforms.  

7. Who's your target market?

“Everyone is not your customer”.   – Seth Godin, yep him again!

Your target market is the consumers who you’ve proven want what you’re selling.  

By identifying your target market and their preferred marketing channels, you can define your marketing strategy around their needs – at the same time, highlighting your UVP to engage and connect with them at every opportunity.

You gain an understanding of your target market by creating a buyer persona . It’s a fictional character created using accurate research data that provides relevant information about your audience.

The aim is to identify a niche audience you’re confident your marketing will convert into paying customers.  

My guest house was located at a hot spot for bachelor and bachelorette parties. There were businesses providing a service catering to their specific needs. It was clear that local couples and families were unhappy sharing facilities with an overly jubilant crowd.

I’d found our target market. We quickly gained the reputation as the go-to property for those wanting a quiet, relaxing holiday. My target market is less trouble, more appreciative, stay longer, and pay more for our service.  

8. What marketing strategies will you use?

“Good marketing makes a company look smart. Great marketing makes the customer feel smart.”   – Joe Chernov, ex-VP of marketing at HubSpot.  

Now your goal is to define your marketing (sales) strategy to maximize your ROI (return on investment) and create a highly optimized presence within your niche.  

You define your marketing strategy by identifying the channel your target audience uses most to search for and buy your product.  

You identify it by looking at your competitors’ websites and social media platforms, and by checking out third-party sales websites such as Amazon, eBay, Etsy, or in my example, Booking.com.  

I opened the guest house in the height of summer after establishing Booking.com as my target audience’s preferred platform. And although the site charges a hefty 15%, the pay-off was worth it.

By focusing on my target audience and using the highest converting booking platform, I took 67 bookings in my first 4 days. And by providing unparalleled service (on a platform driven by reviews), I had 104 primarily 5-star reviews by the end of the summer, resulting in a 9.8 score.

This enabled me to spread my marketing net to include Google My Business and website. With all 3 marketing platforms working, I booked out one year in advance and could raise the prices.  

9. How will you cover your costs?

“Never take your eyes off cash flow because it’s the lifeblood of business.”   – Richard Branson. He signed the Sex Pistols, built an airline and a spaceship, and flew to space!

Did you know most new businesses fail due to a lack of cash flow?  

It’s critical to know your numbers and write up a financial summary (budget and sales goals) to stay afloat.

A financial summary could be as simple as an Excel spreadsheet, and includes your setup costs, running costs (products, shipping, utilities, rent, marketing, etc.), and most importantly, your break-even point. Your break-even point is when your credit equals your debit, and if you run your business correctly, profit soon follows.  

Your cash flow is the net balance of cash moving in and out of your business at a specific point in time and the amount you need to keep your business running. And by maintaining a balance sheet, you keep your eyes on your cash flow.

Include these in your one-page business plan:

Expenditure and budget. Account for every expense, no matter how small (and keep the receipt)!

Sales goals. The quantity of products/services you’ll sell and at what price to surpass your break-even point and make a profit.

Net profit. Your estimated end-of-tax-year profit after you’ve subtracted all your debits.

When I did this for the guest house, I required an initial investment for renovations, fitting out, and stock (food and beverages, etc.).  

I reduced the outgoings by doing all the construction work myself and living on pasta! And as I used a free marketing strategy (Booking.com only charge after rentals), my advertising costs were almost zero. Bookings were in advance, so I could accurately forecast credit, debit, break-even point, and the gross/net profit.

10. Who do you need to scale and succeed?

“You’re only as good as the people you hire.” – Ray Croc, who gave the world fast food and McDonald’s. Thanks, Ray!

Now’s the time to think about who you’ll need to help scale your business, because hiring people with the right talent produces successful results.  

Look at each step of your one-page business plan, such as accounting, marketing, product development, and ask yourself, do I need support to make that happen? If so, seek out people wiser and more experienced than you in those areas.

From one small business owner to another, don’t hire in-house at this early stage. You can outsource on a contractual basis, ensuring you’ve got who you need when you need them – helping you reduce costs and put your business plan into action.

Use our template to build your own business plan!

We’ve created a downloadable template for you to use. Check it out and click the link below to download: 

Write Your Own One-Page Business Plan!

A one-page business plan is the blueprint that will guide your business towards achieving its goals.  

For anyone starting a business, creating a business plan is an important first step.  

Follow this guide to write your very own business plan, and you’ll have a document that will set your business on a path for success.  

This portion of our website is for informational purposes only. The content is not legal advice. All statements, opinions, recommendations, and conclusions are solely the expression of the author and provided on an as-is basis. Accordingly, Tailor Brands is not responsible for the information as well as has not been evaluated the accuracy and/or completeness of the information.

Terry OToole

Terry is a serial entrepreneur with over 25 years of experience building businesses across multiple industries – construction, real estate, e-commerce, hotelier, and now digital media. When not working, Terry likes to kick back and relax with family, explore Taoism’s mysteries, or savor the taste of fine Italian red wine.

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How to develop a one-page business plan.

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Creating a one-page business plan isn't easy, especially when you try to squeeze all of your financials into one document. That said, it's not impossible.

In my experience, most investors just want to feel good and see a return on their money. They want to make a profit at the end of the day, and this is why I recommend working backward to craft your business plan. Here are six steps for creating a one-page business plan that I've found actually works with investors:

Step 1: Create space for demand.

Remember that if people don't value or care to buy your product or service, then you shouldn't pursue it. After all, if you don't have people who will buy from you, what's the point? This is why when I write a business plan, I start by explaining the demand in the market. I showcase stories and inquiries from people facing the problem, and then I show them how they can solve the problem through my solution. The last question I ask them is, "What value would you put on a service or a product like this?"

Start your pitch with the demand in your market, not how big the market is. It doesn't matter how big the market is if no one wants your product or service. For example, if you can start out by explaining how your product impacts a certain demographic and is becoming extremely popular — and you have the metrics to back it up — this makes your product or company an easy sell to investors.

Step 2: Establish multiple ways of making revenue.

The next step in crafting a one-page business plan is to ensure there is more than one way of making revenue in your business. If there isn't, investors might think your company isn't innovative enough. They might hold back on funding because they want to invest in an organization that is going to have several ways of making money.

This is your chance to showcase your partners and your management team and how they will be bringing in revenue for the business. I usually add in a chart or a graph that shows exact five-year projections for anyone who is interested in investing. This way, they won't have to ask the "innovation" question because they see that there are multiple ways for the business to make revenue. The idea here is to speak about growth as much as you can.

Step 3: Evoke emotion.

Another part of your one-page business plan is the story, and a huge part of the story is your mission for wanting to start the business. This is where feelings have to come in; the investor has to feel that the money is going to really help you scale the business to the next level, or they likely will not invest.

Start out by selling your mission, why you are building this movement and what your legacy will be. In my case, my legacy was to help women heal from autoimmune conditions after living a life of chronic illness. I wanted to help them heal naturally through telemedicine and all-around connection. My story was the basis for my business model. The way that I came up with the business was by looking through some of my biggest challenges in life and showing investors how I was able to reverse them.

Step 4: Assemble a solid management team.

Who comprises your management team also needs to be highlighted in your plan. I've found that many investors look for people who graduate from Ivy League schools. But for me, this wasn't the case, so I felt I had to put twice as much effort into successfully raising any kind of funds. When you're trying to bring people on your team, whether they have degrees from an Ivy League school or elsewhere, first show them the potential success they could achieve by joining your team. Then show investors how your management team is going to benefit your company. They want to see who your A-players are.

Step 5: Present the opportunity strategically.

No matter who you speak to, whether you are trying to recruit A-players or seeking investment, how you present the opportunity makes all the difference. In my case, this was the hardest part. At first, there was nothing tangible involved, so I had to work to sell investors and potential hires on the opportunity. When I go back and ask people why they thought the opportunity was a good one, they cite my character. They said they believed in me and that I had what it took to scale a company. They could see my grit, tenacity and know-how to build a company from scratch, all based on how I presented the opportunity.

Do the same when you present the opportunity to invest in your company. Show the personal investments you've made in your business, and explain how much time you've spent on the project. Additionally, demonstrate how you were able to build a team. This is the other part of the equation.

Step 6: Be honest about what investors should expect.

When you create a business plan, you have to get down to the penny and make sure the investment is going to be worth it for investors. They want to see that it is going to pan out and going to make them money at the end of the day. Be honest and transparent about the cost of goods sold. Let them know ahead of time and down to the exact penny what your revenue looks like so they know that you have done a thorough job of calculating everything.

Now create the one-page plan and send it to your next investor. Make sure you let them know everything they will receive from you so expectations are the same on both sides.

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Crafting a winning business plan isn't just about putting ideas on paper; it's about strategically paving the road to success. Whether you're starting a new venture or looking to scale an existing one, having a well-structured business plan is essential. 

It serves as your roadmap, guiding decisions and attracting potential investors. 

This comprehensive document must cover seven key elements that collectively provide direction, showcase potential, and demonstrate viability. 

Let's delve into what makes each element indispensable for your business's success.

7 Key Elements for a Successful Business Plan

Creating a solid business plan is crucial for any successful venture. These seven key elements will guide you through the process, ensuring your plan is comprehensive and compelling.

1. Executive Summary

The executive summary is your business plan’s opening statement and should capture the essence of your company in a concise manner. It needs to succinctly outline your business mission, vision, and core values. 

Additionally, it should highlight key aspects such as the problems your product or service solves, your unique value proposition, and a brief overview of your target market. 

This section is often what potential investors will read first, so make sure it clearly communicates why your business is worth their attention and investment. By effectively summarizing these elements, you set a strong foundation for the rest of your business plan.

2. Market Analysis

Understanding your market is crucial for the success of your business. You need to identify your target audience, understand their needs and preferences, and study the competitive landscape. 

Conducting thorough research allows you to anticipate trends and spot potential opportunities or threats within the industry. For instance, if you're venturing into the beverage industry, utilizing a complete alcohol pricing guide can provide valuable insights into setting competitive prices. 

By analyzing consumer behavior and competitor strategies, you’ll be better positioned to carve out a niche for your product or service in a crowded marketplace, ensuring long-term growth.

3. Company Description

Your company description provides an in-depth look at the heart of your business. Start by explaining the nature of your business and the industry in which you operate. 

Highlight the unique aspects that set you apart from competitors, such as innovative products or exceptional services. Detail your business structure, mentioning whether it's a sole proprietorship, partnership, or corporation. 

Include relevant information about your location and any significant milestones reached thus far. This section should give readers a clear understanding of who you are, what you do, and why you're positioned for success in your market.

4. Organization and Management

In this section, you’ll outline the organizational structure of your company. Introduce the key members of your management team and provide insights into their roles, backgrounds, and expertise. Highlight how their unique skills contribute to the company's success. If applicable, include an organizational chart to visually depict team hierarchy and reporting lines. 

Also, discuss any advisory boards or consultants that add strategic value. This part is crucial because potential investors need confidence in the team's ability to execute the business plan effectively and steer the company toward its goals.

5. Products or Services Line

Detailing your products or services is essential for conveying their value to potential investors and customers. Describe each offering, including its features, benefits, and the problems it solves. Explain what makes your products or services unique compared to those of competitors. 

Highlight any proprietary technology, special ingredients, or innovative processes that set you apart. 

Additionally, consider discussing future developments or upcoming product lines that could further enhance your market position. By clearly defining what you offer, you'll help stakeholders understand why your business fills a critical need in the marketplace.

6. Marketing Strategy

Your marketing strategy outlines how you plan to attract and retain customers. Begin by identifying your target market and understanding their behaviors and preferences. 

Explain the various channels you'll use to reach this audience, from social media campaigns to traditional advertising methods. Discuss your branding approach, including key messages and unique selling points that will resonate with your customers. Outline any partnerships or collaborations that could amplify your marketing efforts. 

This section should clearly demonstrate how you intend to build visibility, generate leads, and drive sales for sustained business growth.

7. Financial Projections & Funding Request

This section is vital for illustrating your business’s financial health and future potential. Provide detailed financial projections, including income statements, cash flow statements, and balance sheets for the next three to five years. Clearly outline your assumptions and include any planned investments or operational changes that might impact these projections. 

Additionally, specify the amount of funding you’re seeking, and explain how it will be used to achieve your business objectives. Whether it’s for expanding operations, hiring staff, or launching new products, detailing the intended use of funds helps build investor confidence.

These Elements are Necessary for a Successful Business Plan

Now that you understand the seven key elements of a successful business plan, it's time to take action. Start by considering each component and how it applies to your vision and market. 

Remember, a well-thought-out plan is your foundation for success, helping you navigate challenges and seize opportunities. Don't wait - begin drafting your business plan today and set yourself on a path toward achieving your entrepreneurial dreams.

Copyright © 2024 SCORE Association, SCORE.org

Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.

How to Craft a Winning Business Plan for Your Startup Company

Mackenzie Carter

Published on Aug 07, 2024, updated on Aug 08, 2024

Starting a new business is an exciting journey, but without a well-crafted business plan, your startup may struggle to find its footing. A solid business plan for start up company serves as a roadmap, guiding your decisions and helping to secure funding. In this article, we will explore the key elements of a successful business plan, discuss the importance of using the right business plan software, and how tools like Boardmix can simplify the process.

Why is a Business Plan Crucial for a Startup Company?

A business plan for start up company is essential for a startup company for several reasons:

Strategic Direction : It provides a clear vision and strategic direction, helping you stay focused on your goals.

Funding and Investment : Investors and lenders often require a detailed business plan before they will provide capital. It demonstrates your commitment and the viability of your business.

Operational Guide : A well-drafted business plan serves as a guide for your daily operations, helping you allocate resources effectively and make informed decisions.

Risk Management : Identifying potential risks and challenges in advance allows you to develop strategies to mitigate them.

For a startup, a business plan for start up company is not just a document; it's a tool that shapes your business's future, making it crucial to spend time crafting a thorough plan.

What Should Be Included in Your Startup Business Plan?

Creating a comprehensive business plan for a start up company involves including the following key sections:

Executive Summary : This is a snapshot of your business, highlighting your mission statement, product or service, and basic information about your company’s leadership, employees, and location.

Company Description : Provide detailed information about your company, including the problems your business solves, your target market, and the competitive landscape.

Market Analysis : Research your industry, market size, and expected growth. Identify your target audience and analyze competitors.

Organization and Management : Outline your business’s organizational structure, including details about the ownership, management team, and board of directors.

Product Line or Services : Describe the products or services you offer, their life cycle, and your plans for research and development.

Marketing and Sales Strategy : Discuss your strategies for attracting and retaining customers, as well as your sales process.

Funding Request : If you are seeking funding, include your funding requirements, potential future funding requirements, and how you plan to use the funds.

Financial Projections : Provide financial forecasts for the next three to five years, including income statements, cash flow statements, and balance sheets.

Appendix : This section includes additional information like resumes, permits, lease agreements, and any other relevant documents.

Incorporating these elements into your business plan for startup company ensures that all critical aspects are covered, making it a comprehensive tool for guiding your business.

How to Choose the Right Business Plan Software?

Choosing the right business plan software is essential for simplifying the process of creating a comprehensive and professional business plan for start up company. Here's how to evaluate your options:

Evaluating 5 Business Plan Software Options

Boardmix stands out as an all-in-one solution, offering a versatile platform not only for business planning but also for team collaboration. Its intuitive interface and customizable templates make it ideal for startups looking to build a plan from scratch or adapt an existing one.

Known for its user-friendly interface and robust features, LivePlan offers step-by-step instructions and hundreds of business plan templates. It also provides financial forecasting tools, which are crucial for startups looking to project future growth.

Bizplan offers a drag-and-drop builder, making it easy to create a plan without prior experience. It integrates with financial tools and allows real-time collaboration, making it ideal for team-based startups.

Enloop automates the writing process with a focus on financial projections. It generates a performance score for your plan, helping you improve weak areas before finalizing it.

PlanGuru specializes in financial forecasting, budgeting, and performance review. It is particularly useful for startups that need to delve deep into financial analytics.

Features to Look for in Business Plan Software

When choosing business plan software, consider the following features:

User-Friendly Interface : The software should be easy to navigate, with a clean and intuitive design.

Customizable Templates : Look for a variety of start up business plan templates that can be customized to fit your specific needs.

Financial Forecasting Tools : These tools are crucial for creating accurate financial projections, which are often required by investors and lenders.

Collaboration Capabilities : The ability to collaborate in real-time with team members can streamline the planning process and ensure that everyone is on the same page.

Integration with Other Tools : Seamless integration with tools like accounting software, CRMs, and project management systems can enhance efficiency.

Customer Support and Resources : Reliable customer support and a wealth of resources like tutorials and guides can help you get the most out of your business plan software.

By evaluating these factors, you can choose the right business plan software that will streamline the process and help you create a robust plan for your startup.

How Can Boardmix Help You Build Your Business Plan?

Boardmix is a versatile tool that can revolutionize the way you approach business planning. Here's a step-by-step guide on how to use Boardmix to build your business plan for start up company:

Step-by-Step Guide to Building a Business Plan with Boardmix

Start with a Template : Boardmix offers a variety of customizable start up business plan templates. Choose a template that fits your business type and industry, and use it as a starting point.

Customize the Template : Tailor the template to your needs by adding or removing sections. Boardmix’s drag-and-drop interface makes it easy to rearrange elements and add custom content.

Collaborate with Your Team : Invite team members to collaborate in real-time. Boardmix allows you to assign tasks, leave comments, and track changes, ensuring that everyone is aligned and contributing to the plan.

Incorporate Financial Projections : Use Boardmix’s integration with financial tools to input your financial data. Boardmix supports the insertion of documents in a variety of formats, including pdf, word, excel, etc.

Refine Your Plan with Visual Tools : Enhance your business plan for start up company with visuals like flowcharts, graphs, and diagrams. Boardmix’s whiteboard features allow you to brainstorm ideas and visually organize your plan.

Finalize and Export : Once your plan is complete, use Boardmix to export it in various formats, including PDF and png. You can also use the Boardmix AI feature to convert the plan into presentation form for easier presentation. This flexibility ensures that you can present your business plan in the most effective way possible.

Use Templates for Start up Business Plan

One of the key advantages of using Boardmix is its extensive library of start up business plan templates. These templates are designed to meet the needs of various industries and business types, providing a solid foundation for your plan. By starting with a template, you can save time and ensure that all essential components are included in your plan.

By following the above steps, Boardmix can help you create a professional, comprehensive business plan that is tailored to your startup's needs.

What Are Common Mistakes to Avoid in a Startup Business Plan?

Creating a business plan for start up company can be challenging, and it's easy to make mistakes that could hinder your success. Here are some common pitfalls to avoid:

Lack of Research : Insufficient market research can lead to unrealistic assumptions about your target audience and competition. Make sure to back up your plan with solid data.

Overly Optimistic Projections : While it's important to be positive, overly optimistic financial projections can raise red flags with investors. Aim for realistic and attainable goals.

Ignoring Potential Risks : Failing to identify and plan for potential risks can leave your business vulnerable. Address potential challenges and outline strategies to mitigate them.

Inconsistent or Vague Information : Ensure that your business plan for start up company is consistent, clear, and free of contradictions. Vague information can confuse readers and weaken your plan.

Neglecting the Executive Summary : The executive summary is often the first section investors read, so it should be compelling and concise. Don't neglect this crucial part of your business plan.

Crafting a winning business plan for your startup company is a critical step in your entrepreneurial journey. By understanding what to include in your plan, choosing the right business plan software, and leveraging tools like Boardmix , you can create a comprehensive and professional plan that will set your startup on the path to success. Remember to avoid common mistakes, stay realistic in your projections, and continuously refine your plan as your business evolves. With the right approach and tools, your business plan for start up company can become a powerful tool for achieving your startup's goals.

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12 Best Company Profile Template to Present Your Business

Written by: Olujinmi Oluwatoni

Whether you’re pitching your product or service to investors, clients, or partners, a compelling business profile can be the catalyst you need to win their confidence and secure deals.

A company profile is an excellent way to present who you are, what you do and, most importantly, why it matters. It goes beyond showcasing your company; it articulates your brand’s essence.

A poorly crafted company profile can cast a lasting shadow on your brand. Hence, it's crucial to put your best foot forward when creating one. To assist you, we've curated some professionally designed company profile templates you can easily customize right away. We’ve also included some of Visme’s features and tools to make your design experience seamless.

Let's get to it!

Before we dive in, here's a short selection of 8 easy-to-edit company profile templates you can edit, share and download with Visme. View more templates below:

Table of Contents

• What Is a Company Profile Template

The Importance of a Company Profile Template

12 best company profile templates, company profile faqs.

• A company profile template is a designed framework that offers a professional snapshot of a business.
• It typically includes key information, such as the company's background, mission, products or services, achievements and other relevant details.
• A company profile template enhances consistency, saves time, offers adaptability, simplifies updates, ensures professionalism and promotes effective collaboration.
• Visme offers an extensive library of company profile templates , features and tools to help you and your team create excellent company profiles.

What is a Company Profile Template?

A company profile template is a pre-designed framework that provides a professional overview of a business . It is an excellent way to showcase your company's essence and offerings.

A well-designed company profile creates a positive first impression on potential clients, partners, investors and other stakeholders. It is suitable for use in different contexts, such as creating presentations, proposals or marketing materials.

A typical company profile includes information such as the company's history, mission, vision, products or services rendered, target market, team members, achievements, pricing information and more.

A pitch deck and a company profile share similarities as tools for introducing a business. However, a pitch deck is brief and tailored for selling ideas or seeking funding. In contrast, a company profile is a comprehensive marketing tool used to introduce your company to a broader audience.

Creating the perfect profile for your company can be challenging without a template to work with.

Below are the benefits of using a company profile template

• A company profile template ensures consistency in branding, corporate messaging, representation and business detail as well as business documents and presentations.
• Using a template saves time by providing a pre-designed framework that only requires customization rather than starting from scratch.
• A well-designed profile template enhances the professional image of your company. It ensures that the information is organized clearly and creates a positive impression on clients, partners, investors and other stakeholders.
• A good profile template can be adapted easily to fit different purposes or changing business needs or landscapes. Whether it's a new product launch, a significant milestone, or a shift in focus, the template can be modified to keep the company profile current.
• Templates provide a structured framework for collaboration. When multiple individuals or teams contribute to a company profile, maintaining cohesiveness and structure becomes easier.

Visme’s company profile templates are designed to be adaptable to different purposes and audiences. You can customize the template based on your specific business requirements.

If your team needs to collaborate on a company profile, Visme allows you to do this seamlessly. Our collaboration tool allows teams and organizations of all sizes to work together on projects in real time.

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In this section, we have listed twelve of the best company profile templates you can use to create one for your company right away

Our professionally crafted company profile examples are easily customizable to suit various needs and projects. You can effortlessly customize them by swapping, removing, or adding sections, adjusting text and fonts, brand colors, visuals and more.

And if you’re unable to find a template you like, you can always use Visme’s AI Designer to whip up a custom design for you based on prompts.

Here’s what one of Visme's clients had to say about our templates and features:

Cassandra C.

Graphic Designer & Business Owner

1. Technology Company Presentation Template

This company profile template is a perfect framework for providing a comprehensive overview of your tech startup to investors or clients. The presentation features a stylish purple background with white and pink text, ensuring optimal visibility and clarity. It also offers ample space to showcase your business without overcrowding the text.

You can utilize the dedicated sections to highlight your company's history, team, services, unique offerings, pricing and contact details. You can also add a link to website's contact us page if that's you're preferred communication.

Visme’s brand wizard makes it a breeze to turn this template into a document that truly reflects your brand identity . Simply input your company website and the Wizard will collect your colors, fonts, icons and more to generate a cohesive brand kit. It will even recommend templates that align with your branding.

2. Tangerine Presentation Template

Utilize this vibrant template to present business concepts to clients and investors, introduce project teams, or unveil new products and services.

The template highlights your company's creative essence with captivating shapes, pooping colors and lively themes. Dominated by orange hues, the design effortlessly captures attention.

The sections include an about us page, product showcase, user reach, SWOT analysis, mobile description, pricing details and more.

You can add flair by transforming this company profile example into a captivating page-turner with Visme's flipbook effect . This feature lets your audience virtually flip through pages, providing a document-like experience.

3. Retro Neon Startup Presentation Template

This retro-futuristic presentation template would work exceptionally well for a company targeted at young people or a startup specializing in quirky hardware tech.

It uses moody, neon colors, inspirational graphics and storytelling design to captivate your audience’s attention and keep them reading. The slides incorporate dynamic graphics—reminiscent of vintage neon signs—to create an engaging and visually striking appeal.

Sections covered in this template include about us, mission statement, team members, services offered and business statistics. With Visme's data visualization tools , including charts and widgets, you can present data-driven reasons why potential customers should choose you over competitors.

4. Terminal Presentation Template

Enhance your software business presentations and make a strong impact with this sleek terminal template. Whether you want to showcase your business to investors or introduce new offerings to clients, this template is a great choice.

This example of a company profile boasts stylish gradients, clean icons and user-friendly layouts, ensuring a professional and modern impact on your audience. The gradient color scheme captures attention while maintaining readability.

With a detailed presentation of your company overview, innovative strategies, SWOT analysis and financial details , this template helps you to present a compelling presentation.

The best part? This design is entirely customizable, making it adaptable to any product or brand.

If you have trouble crafting content for various sections, utilize Visme's AI writer to generate well-written initial drafts based on your prompts. You can also effortlessly refine, summarize, or edit your content using this AI tool.

5. Colorful CMYK Presentation Template

Want to show the artsy, fun side of your business? Build your company profile with this colorful CMYK presentation template.

CMYK stands for cyan, magenta, yellow and key(black) and this presentation template boasts a vibrant and diverse color palette inspired by this color model. The sections in this template cover diverse topics, from company details to project highlights, all presented in a bold and visually cohesive manner.

You can infuse more fun into this presentation by integrating diverse animations , such as stylish text and object transitions, along with animated icons, illustrations, characters and gestures.

6. Rebel Presentation Template

This rebel presentation template is a befitting design for a company looking to break the mold and differentiate itself from the competition. The template features dark, intense hues, conveying a sense of rebellion and nonconformity, as well as striking, greenish-yellow graphics that symbolize freshness.

The sections covered in this template include about us, services offered, business channels, relevant quotes, stats and contact details.

Use subtle hover effects or clickable pop-ups to include additional information like testimonials and technical details without cluttering the page. You can also allow seamless navigation by linking contact buttons, social media icons, or websites directly to relevant pages using interactive links.

7. Tiffany Startup Presentation Template

Looking for a modern, sleek company profile template that can be used to present your startup to customers, clients and investors? This template fits the bill.

The template blends shades of blue, creating a calm and professional aesthetic. It also integrates striking stock photos and icons to enhance visual appeal and reinforce key messages. Utilize its sections to emphasize your company overview, values, mission, team members, services and more.

If you prefer to customize the visuals, explore Visme’s vast library of high-quality icons and stock photos to find the perfect fit for your needs. If you want to give your existing photos a professional look, utilize Visme’s AI Touch Up tool .

Choose the photo you'd like to improve, then click “Edit” on the top left bar to access a range of touch-up options such as upscale, unblur, erase and replace or remove unwanted background. ‘

Though this template was designed for startups, it can easily be customized for established businesses.

8. Sky Background Company Profile

Showcase your creative projects in a visually striking manner and make a lasting impression on clients or investors with this elegant template.

The template boasts a contemporary design, crisp layout and refined red color palette that makes a bold statement. Its engaging slides incorporate storytelling, guiding clients or investors on why your solution stands out and outshines alternatives.

Utilize this template to present your company's plans for the future, your services, financial performance, team members and more.

Use Visme’s Presenter Studio to record a custom presentation of your company profile for prospects, investors and busy executives.

Watch this video to learn how to record your presentations using Visme’s presenter studio.

9. Sleek Presentation Template

This business profile template is perfect for showcasing tech products, but it can be customized to demonstrate any other product or service your company provides.

Featuring a contrasting blue and white background cream backdrop, the template is stylish and appealing, retaining sufficient space for essential information. Visual aids such as images, icons, charts and graphs help you present your content in an organized and engaging way. While there is a clear focus on style and general appeal, the design is still business-oriented and professional.

To make this company profile even more appealing, put your creativity to good use with Visme’s AI image generator . The wizard turns your text prompts into images in different output styles, such as photos, paintings, pencil drawings, etc.

10. Stratagem Presentation

Share your company narrative detailing your organization's plans and strategies with this compelling presentation template.

This template maximizes visual aids like charts, icons and images to tell your story effectively while maintaining a clean design.

Provide an overview of your company, covering goals, business processes, teams, services, products and more using this versatile presentation template.

With Visme's user-friendly share and publish feature , effortlessly distribute your finalized company profile to your target audience in various formats, such as PDF, PPTX, MP4 and HTML5, or generate a shareable link.

Curious about your presentation's impact on investors or clients? Utilize Visme's analytics to track engagement metrics like unique visits, average viewing time, duration, IP addresses and more.

11. Tesla Corporate Presentation

Whether you're introducing your recently established company, proposing a business concept, or unveiling a new product, feature, or service, this template will help you make an impactful presentation.

Its dynamic blend of blue and white, paired with compelling visuals and bold icons, ensures your presentation captures attention.

The template includes dedicated sections for key elements such as company introduction, team members, SWOT analysis, your process, product samples, clients across locations, timeline, testimonials and more.

Manually entering all this information on multiple company profile pages can quickly become cumbersome. Utilize Visme's dynamic fields tool to easily update data across your company profile.

12. Neuro Presentation Template

The best part of this template apart is its rich utilization of appealing data visualization tools like flowcharts, maps and pie charts, ensuring a clear and concise presentation of key statistics and figures.

Visme's collaboration feature allows team members to contribute to and review the consulting proposal individually or in real-time. The workflow tool enhances task management. You can easily assign tasks, set deadlines, monitor the progress of work and make corrections—all within a unified platform

Q. What Should a Company Profile Include?

A good company profile should provide a complete overview of the business. It should offer a written representation of the company and reflect everything it offers. It should include your company’s branding, history, culture and values; team members; products and services; contact information and testimonials. Be sure to include relevant numbers and dates.

Q. What Is the Basic Structure of a Company Profile?

The ideal company profile would have the following sections:

• Introduction: This section briefly introduces the company. It includes details such as the company's name and contact details.
• Mission and Vision Statement: You should clearly state the company's mission and vision and how these statements guide the company's actions in this section.
• Key Personnel: Introduce key team members, executives and leadership in this section. You can also include brief bios highlighting their roles.
• Products/Services: This section details the range of products or services you're offering. You can also highlight the unique selling points and competitive advantages.
• Clientele/Projects: Showcase major clients, successful collaborations and significant projects in this section.
• Financial Overview: Give a summary of your company's financial status, key financial indicators and growth trends in this section.
• Testimonials: This section should feature top customer reviews that resonate with your brand values and highlight your key benefits.
• Call to Action/Contact Information: Provide your contact details for further inquiries or partnerships.

Q. How Long Does It Take To Write a Company Profile?

To give an estimate, it can take anything from a few hours to several days, depending on the level of planning and coordination.

However, the time needed to write a company profile depends on several factors, such as whether you are starting from scratch or using a template, whether you already have the needed information on hand, the desired length of the profile, the complexity of the business, the level of detail required and the ease of collaboration between the team members involved.

A straightforward profile for a small business may be completed more quickly, while a detailed profile for a large corporation with multiple divisions might take longer.

Highlight the Best of Your Company with Visme

A company profile is a great way to market your business and communicate your company’s offerings. It is an incredible marketing tool that can help build and reinforce your company's brand identity and reputation.

Visme’s company profile templates are easy to customize and offer access to several built-in design assets to turn your company profile into the storytelling presentation it needs.

You'll also access a comprehensive suite of cutting-edge features, including an intuitive editor, collaboration tool, presenter tool, data visualizations and many more to enhance your creations.

Beyond company profiles, Visme empowers you to create professional business plans , marketing plans , video presentations , training materials and more.

Sign up for Visme to start creating impactful company profiles and business assets.

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About the Author

Olujinmi is a Content writer for Visme who creates human-first SEO content. She loves helping businesses smash their ROI goals with strategic content development and optimization. When she’s not writing, you’ll find her composing songs.

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