BUSINESS PLAN QUESTIONNAIRE

Hello there,

Thanks for trusting my professional services and taking the bold step to work with me. Please, do the needful by answering these
questions serially. I believe that if you need something good, you should be ready to cooperate with me. However, you are free to
excuse any question that does not pertain to your needs as you deem appropriate. Let’s go!

Name of Company
Physical Address
Mailing Address (if different from
above)

Website Address

Email Address
Phone
Instagram
Facebook

SECTION 1 | BASIC BUSINESS INFO

What is the name of your product/service
and how does it work? Provide a
detailed description please.

What industry does your business

belong?

What are the names of the people

involved in the business and what are
the positions they hold?

Tell me four main cities your business is

targeting
 What is the reason behind you starting
your business? Include your mission
statement. If you don’t have one, we can
provide you with one.

What is your vision statement?

What or who is the competition in

your industry?

What is your business objective?

Who are your target markets?

If using a website describe your

ecommerce platform

What is the level of experience you have

in this industry?

Provide a short biography leading up

to the point you started the company.

SECTION 2 |FUNDING

Are you looking for an investor?

If yes answer the following questions.

How much are you selling your

product for?
 What is the amount of revenue you
expect to generate in the first year of
operation?

Is this a home based business?

If no how much is the rent you
pay for your office structure?

How much are you asking from your

investor?

What are the costs of the monthly

expenses you expect to incur?
Please list them along with the cost.

Are there any assets or No

liabilities that you are presently
carrying (Loans, Pensions, and
IRA/401K)? If yes please list them.

When and what are the steps you

plan to take to make your business a
success?

SECTION 3 | FINANCIAL ANALYSIS

How much net profit are you anticipating to make
in your first, second, third, fourth and fifth years.
 Kindly list some expenses you would incur in the
course of operation. Indicate each expense with
price if it is a monthly or yearly expense.

At what rate would you be offering your services

and at what profit margin (percentage?)

How many Staff members do you have? Kindly give

a salary scale on each staff member.

Any form of Loan or Investment? If any, kindly

state and give % on interest.
owner investment or shareholder contribution?

STARTUP BUSINESS EXPENSES

Requirements

Start-up Expenses

Legal

Stationery etc.

Insurance

Rent

Computer

Other (Update text with specific expense) $

Other (Update text with specific expense) $

Other (Update text with specific expense) $

Total Startup Expenses

Startup Assets

Cash Required

Startup Inventory $
 Other Current Assets $

Long-term Assets $

Total Startup Assets $

Total Requirements $

MILESTONE – A USEFUL TOOL

This is where a business plan becomes a real plan, with measurable activities, instead of just a document.

Include as many specific programs as possible. For each program, give it a name, a person responsible, a milestone date, and a
budget.

PROGRAM NAME RESPONSIBLE PERSON MILESTONE BUDGET

DATE

Note that all the above information is very important. You don’t have to be accurate; you can just give an estimate but note that the

financial plan will be based on the estimate given. ANY OTHER RELEVANT

INFORMATION YOU THINK WILL HELP WHILE PREPARING INVESTORS BUSINESS PLAN IS HIGHLY WELCOME.

Thanks again for your compliance thus far, I appreciate your patience as I promise to give you the best of my professional services.

Thank You