Building a

Business Plan
Contents

Partner Profile.......................................................................................................................... 3

General Information (mandatory)........................................................................................................ 3

Key Contacts for Check Point (mandatory).......................................................................................... 4

Goals, Strategy, Metrics............................................................................................................4

Client Reference....................................................................................................................... 5

Leads...................................................................................................................................... 6

Sales Commitment................................................................................................................... 6
Partner Profile
Complete this information so that Check Point can understand your business and whom they
should contact.

General Information (mandatory)

Partner Name: Click here to enter text.

Contact Name: Click here to enter text.

Contact Email: Click here to enter text.
Address: Click here to enter text.
Telephone: Click here to enter text.
Website: Click here to enter text.
About us: Click here to enter text.

Why Check Point: Click here to enter text.

Target Industries: briefly explain who your target customers are (Principal market segment such
as: small, medium, large business, managed server provider, consultant services, consumer, etc)
Click here to enter text.

Business Differential: How will your business take advantage of projected industry changes and
trends? Describe what makes your business competitive
Click here to enter text.

Main Security Solutions from Other Vendors: the main products from other vendors that you
are currently selling.
Click here to enter text.

Preferred Distributor: Choose Country and your preferred distributor

Country: Choose an item.
Distributor: Choose an item.

Other (distributor): Click here to enter text.

Key Contacts for Check Point (mandatory)

Name Title Email Phone
Click here to enter Click here to enter Click here to enter Click here to enter
text. text. text. text.

Click here to enter Click here to enter Click here to enter Click here to enter
text. text. text. text.

Yearly Forecast (mandatory)

Present your projection until the end of the year using the table below. For bookings please specify amount in $.

2018
H1 H2

Click here to enter Click here to enter

Bookings ($) text. text.

Bookings – Emerging Tech

Click here to enter Click here to enter
(Mobile Security, Cloud Security, Adv.
text. text.
Threat Prevention)

Technical Certifications Click here to enter Click here to enter

(no. of people to be certified) text. text.

Sales tools Trainings

Click here to enter Click here to enter
(no. of people to be trained)
text. text.

Goals, Strategy, Metrics

Set goals and describe your strategy and metrics for achieving them.
Yearly Strategy and Metrics
Please see below some sample objectives, goals, and strategies.

Overall Objectives

Activities to Promote Check Point

Strategies: Description:
Choose an item. Click here to enter text.
Example: Sending emails to increase aware of my costumers about
ramsonware and intro to Sandblast - target: with follow up calls –
conversion rate 10% - 3 news actual opportunities

Strategies: Description:
Choose an item. Click here to enter text.

Emerging Technology

Strategies: Description:
Choose an item.
Click here to enter text.
Example: All tech staff will be certified on the Sandblast training – timeline:
3 months – Acquiring DEMO appliance for demonstration – run network
assessment on 10 costumers to show their threat weakness rage.

Strategies: Description:
Choose an item.
Click here to enter text.

Client Reference
Include 1-2 summaries of client success stories with your services, mentioning projects
executed with them in the near past below.
Client Name: Click here to enter text.
Contact Information (email / Phone):
Click here to enter text.
Provided Services: (describe services and projects provided for this client)
Click here to enter text.

Client Name: Click here to enter text.

Contact Information (email / Phone): Click here to enter text.

Provided Services: (describe services and projects provided for this client)
Click here to enter text.

Leads
One of the best ways to show your commitment with Check Point is to work in
collaboration with our sales team your existing leads. Every deal we get from your leads
will be allocated to you.

Company Industry Email Phone Source

Name
Click here to Click here to Click here to Click here to enter Click here to enter
enter text. enter text. enter text. text. text.

Click here to Click here to Click here to Click here to enter Click here to enter
enter text. enter text. enter text. text. text.

Click here to Click here to Click here to Click here to enter Click here to enter
enter text. enter text. enter text. text. text.