Executive Summary 2. Company Overview & Mission: Example: SWOT Analysis
Executive Summary 2. Company Overview & Mission: Example: SWOT Analysis
1. Executive Summary
2. Company Overview & Mission
Our Company
3. Target Market
A. Industries
Summarize the industries your business currently markets to or will target within the coming
year.
Industry examples:
Food service
Retail
Entertainment
Education
Finance
B. SWOT Analysis
A SWOT (strengths, weaknesses, opportunities and threats) analysis is a planning process that
helps businesses overcome challenges and determine what new leads to pursue. A SWOT
analysis is recommended for new businesses, as well as businesses entering new markets or
industries.
C. Buyer Personas
Strengths Weaknesses
Opportunities Threats
In this section, clearly define who your target customer is, where you will find them, how
you will reach them and, most importantly, how you will sell your product or service to
them.
You may have multiple target customer segments, such as both businesses and consumers.
Developing a buyer persona for your customers helps you define each type and target them
more effectively. Once you identify your target customers, you should create a full
demographic profile for them. Whether they are a consumer or a business will determine if
your solution/product is B2C (business to consumer) or B2B (business to business).
4. Competitive Analysis
List your top competitors and examine their strengths and weaknesses against your own
company. What competitive edge do you have? In what areas do they outperform you?
1. Go-to-Market Strategy
Product
Describe the products or services you will be marketing and how they appeal to your target
market. What challenges does your target market have that your product will solve? How does
your product or service stand out against the competition?
Place
Where will you promote the products and services? Online? In the store? Explain how and
where you will reach your target customer.
Price
Explain the pricing structure for your products/services. How does this compare to your
competitors and appeal to your target market? Will you offer discounts and promotions?
Promotion
How do your customers find out about your company? What promotional strategies and
marketing channels will you use and why?
Marketing Channels
Below is a list of the potential marketing channels you might utilize. For each channel, explain its
purpose and metrics to measure its success.
Website
Social media
Email
Content (e.g., articles, whitepapers, case studies)
Video
Events
Direct mail
Referrals
5. Marketing Action Plan
The action plan is where you list the specific marketing strategies and tactics you will implement
to achieve the marketing goals. Include both short- and long-term strategies as well as the day-
to-day activities that support them.
Example: Improve our organic Example: Create bottom-of- Example: Research and develop
rankings and increase our the funnel gap content to content briefs for new articles
website traffic by 30%. drive more traffic. and hire freelance writers.
What are the costs associated with your marketing plan? A typical marketing budget
includes some of the following expenses:
Tools and resources
Pay-per-click campaigns
Marketing personnel pay (salary and commission)
Food/travel costs
Trainings and certifications
Events
Promotional incentives and prizes
6. Appendices