Coffee Delivery Service

Business Plan Sample Template

Tel. 05-0665-4300

Email: Coffeedeliveryservice@gmail.com
Website: www.coffeedeliveryservice.com

Submitted by:
Eric Dumayan
Francis Lebadesus
Jasper Mendoza
Jerald Geroy

Submitted to:
Engr. Venis Docdoc

March 31,2023
1. Industry Overview

 The Coffee Industry is a significant industry that has different types of coffee drinks available in
coffee shops. It has been influenced by bigger consumer spending, higher disposable incomes,
and greater confidence in the overall economic outlook.
 The demand for coffee and snack shops increased at a faster rate than most segments in the
foodservice industry, as consumers seek convenience at an affordable price. The industry has
also adjusted to ever-changing consumer preferences, especially relating to health and diet.
 Major coffee shop chains are expected to invest in expansion and international growth,
strengthening the revenue generated in the industry.
 The Coffee Industry is a thriving sector of the economy in the United States, generating billions
annually from more than 55,664 registered coffee & snack shops (coffee delivery businesses
inclusive) in the country. The industry is responsible for the direct employment of over 686,007
people.
 The coffee delivery business is a subset of the Coffee Industry that can be started with little
capital. The turnover for an average coffee shop/coffee delivery business can be as high as 50%
and above, making it a lucrative business for entrepreneurs who want to make good money with
less struggle.

2. Executive Summary

 Hotty Coffee delivery Company®, LLC is a registered coffee delivery business that will be located
in Des Moines, Iowa, with plans to expand across the state of Michigan with smaller kiosk-like
photocopy shops strategically positioned in key areas. The business will be involved in the
preparation and delivery of various coffee beverages and snacks to customers.
 To offer more than competitors, Hotty Coffee has conducted a thorough feasibility study and
market survey, ensuring that they can provide exceptional customer care that will be second to
none in the whole of Des Moines. The business aims to prioritize customer satisfaction by going
the extra mile to meet their needs.
 Hotty Coffee delivery Company®, LLC is a family business owned and managed by Debbie Rudolf
and her immediate family members, with her son Lewis Nick Rudolf as the business manager.
Lewis Nick Rudolf is a Business Administration graduate with extensive experience working with
coffee shops in the United States of America, bringing his expertise to help build and grow the
business.
 The business is committed to accountability, professionalism, and ethics, ensuring that they hold
themselves accountable to the highest standards by meeting their client's needs. Hotty Coffee
Delivery Company®, LLC aims to provide excellent coffee and snack delivery services to
customers, thereby creating a unique and exceptional experience that will set them apart from
other coffee delivery businesses in the area.

3. Our Products and Services

 Hotty Coffee delivery Company®, LLC is in the industry to generate profits and we will ensure we
go all the way to make available a wide range of coffees to our clients. Our product and service
offerings are listed below;
  Coffee beverages (cappuccino, espresso, iced coffee, decaffeinated coffee, alcoholic coffee (Irish
Coffee and Brandy Coffee et al), filtered coffee, cold brew coffee, Turkish coffee, coffee with
milk, coffee or espresso with whipped cream, and flavored coffee et al.)
 Other beverages

4. Our Mission and Vision Statement

 Our vision is to become the leading coffee delivery brand in the whole of Des Moines – Iowa.
 Our mission is to establish a standard coffee delivery business that will make available a wide
variety of coffee and also sandwiches, pizzas, and soft drinks at affordable prices to the
residents of Des Moines.

Our Business Structure

 Hotty Coffee® is a registered coffee delivery business located in Des Moines – Iowa, with plans
to expand across the state of Michigan with smaller kiosk-like photocopy shops strategically
positioned in key areas.
 The business will be involved in the preparation and delivery of varieties of coffee beverages
and snacks to customers.
 The company's customer care will be second to none in the whole of Des Moines – Iowa, and it
will be steered by its values and professional ethics, ensuring that the business holds itself
accountable to the highest standards by meeting clients' needs.
 Hotty Coffee delivery Company®, LLC is a family business that is owned and managed by Debbie
Rudolf and her immediate family members.
 The business will be managed by her son Lewis Nick Rudolf, who has extensive experience
working with coffee shops in the United States of America and will bring his experience and
expertise to help build and grow the company.
 The company's goal is to build a coffee delivery business with outlets in other significant cities
through the United States of America by putting the right structures in place that will support
the kind of growth they have in mind.
 Hotty Coffee® will hire people that are capable, honest, customer-centric, and ready to work to
help build a prosperous business that will benefit all stakeholders.
 Profit-sharing arrangements will be made available to all senior management staff and it will be
based on their performance for a period of ten years or more.

In view of that, we have decided to hire qualified and competent hands to occupy the following
positions;

 Chief Executive Officer (Owner)

 Coffee delivery business Manager
 Admin and Human Resource Manager
 Bartender/Baristas
 Accountants/Cashiers
 Greeters/Customer Service Agent/Table Attendant
  Van Drivers/Deliverers
 Cleaners

5. Job Roles and Responsibilities

Chief Executive Officer – CEO:

 Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching,

counseling, and disciplining managers; communicating values, strategies, and objectives;
assigning accountabilities; planning, monitoring, and appraising job results
 Creates, communicates, and implements the organization’s vision, mission, and overall direction
– i.e. leading the development and implementation of the overall organization’s strategy.
 Responsible for fixing prices and signing business deals
 Responsible for providing direction for the business
 Responsible for signing checks and documents on behalf of the company
 Evaluates the success of the organization

Admin and HR Manager:

 Responsible for overseeing the smooth running of HR and administrative tasks for the
organization
 Maintains office supplies by checking stocks; placing and expediting orders; evaluating new
products.
 Ensures operation of equipment by completing preventive maintenance requirements; calling
for repairs.
 Defines job positions for recruitment and managing interviewing process
 Carries out induction for new team members
 Responsible for training, evaluation and assessment of employees
 Responsible for arranging travel, meetings and appointments
 Oversee the smooth running of the daily office activities.

Coffee delivery business Manager:

 Responsible for managing the daily activities in the coffee delivery business
 Ensure that the facility is in tip top shape and conducive enough to welcome customers
 Interfaces with third – party providers (vendors)
 Responsible for supervising and training new staff members
 Reports to the Chief Executive Officer
 Attends to Customers complains and inquiries

Sales and Marketing Manager:

 Manages external research and coordinate all the internal sources of information to retain the
organizations’ best customers and attract new ones
 Models demographic information and analyze the volumes of transactional data generated by
customer purchases
  Identifies, prioritizes, and reaches out to new partners, and business opportunities et al
 Identifies development opportunities; follows up on development leads and contacts
 Documents all customer contact and information
 Represents the company in strategic meetings
 Helps to increase sales and growth for the business

Accountant/Cashier:

 Responsible for preparing financial reports, budgets, and financial statements for the
organization
 Provides managements with financial analyses, development budgets, and accounting reports
 Responsible for financial forecasting and risks analysis.
 Performs cash management, general ledger accounting, and financial reporting
 Responsible for developing and managing financial systems and policies
 Responsible for administering payrolls
 Ensuring compliance with taxation legislation
 Handles all financial transactions for the organization
 Serves as internal auditor for the organization

Van Drivers/Coffee Deliverers:

 Delivers customer’s orders promptly

 Delivers correspondence for the organization
 Runs errand for the organization
 Handle any other duty as assigned by the manager

6. SWOT Analysis

Strength:

 Prime location in Des Moines – Iowa

 Operating on a coffee delivery business model with plans for expansion
 Wide range of payment options for customers
 Offering a wide range of coffee varieties and snacks
 Focus on outstanding customer service culture
 Management team members with experience and capability to grow a startup to profitability
quickly.

Weakness:

 As a new coffee delivery business, we may not have the brand recognition that larger and more
established coffee chains have.
 We may not have the financial resources to invest in large-scale advertising and marketing
campaigns that would be necessary to compete with larger competitors.
  Limited access to economies of scale that larger coffee chains can take advantage of may make
it difficult to offer the same level of discounts and promotions to customers.
 Being a new business, we may face challenges in building a large customer base and establishing
a loyal following.

Opportunities:

 Prime location in a busy street in Des Moines-Iowa provides us with unlimited opportunities to
sell our coffee and snacks to a large number of people.
 Thorough feasibility studies and market survey conducted to understand the needs and
preferences of potential clients.
 Opportunity to expand the business and open smaller kiosk-like photocopy shops in strategic
locations across the state of Michigan.
 Variety of coffee beverages and snacks on the menu to cater to different tastes and preferences
of customers.
 Potential to establish a strong customer base through outstanding customer service and high-
quality products.

Threat:

 Economic slump can affect purchasing/spending power and pose a threat to our business.
 Arrival of a new coffee shop/coffee delivery business in the same location can pose a threat to
our business.
 Unfavorable government policies can also pose a threat to our business.

7. MARKET ANALYSIS

Market Trends:

 Coffee industry has sustained growth driven by higher disposable incomes and increased
consumer spending
 Demand for coffee and snack shops has increased faster than most segments in the foodservice
industry
 Industry has adjusted to consumer preferences, especially those relating to health and diet
 Major coffee shop chains are expected to invest in expansion and international growth,
strengthening revenue in the industry
 Coffee delivery businesses brand their kiosks with bright colors and graffiti to attract customers
 Most coffee shops and coffee delivery businesses offer more than just coffee, including snacks
and other beverages.

8. Our Target Market

 Households
 Schools
 Corporate Executives
 Business People
  Sports Men and Women
 Students
 Tourists

Our competitive advantage

 The coffee delivery industry has become increasingly competitive over the last decade
 A creative, customer-centric, and proactive approach is necessary to survive in this industry
 Hotty Coffee delivery business is prepared to compete favorably with other coffee shops and
coffee bars in Des Moines – Iowa
 The location of the business, business model, payment options, wide range of coffee and
sandwiches, and excellent customer service culture are all strengths
 The management team has the necessary experience to grow the business from startup to
profitability quickly
 Employees will receive excellent welfare packages, leading to their commitment to the business
and the achievement of set goals and objectives.

9. SALES AND MARKETING STRATEGY

Sources of Income:

 Hotty Coffee delivery Company®, LLC is in business to retail a wide variety of coffee. We are in
the coffee delivery niche to maximize profits and we are going to ensure that we achieve or
business goals and objectives. Our source of income will be the retailing of the following
products at affordable prices;
 Coffee beverages (cappuccino, espresso, iced coffee, decaffeinated coffee, alcoholic coffee (Irish
Coffee and Brandy Coffee et al), filtered coffee, cold brew coffee, Turkish coffee, coffee with
milk, coffee or espresso with whipped cream, and flavored coffee et al.)
 Other beverages

10. Sales Forecast

 Our sales projection for the first year is $500,000

 We project a growth rate of 20% for the second year and expect to generate $600,000 in sales
 In the third year, we project a growth rate of 25%, generating $750,000 in sales
 Our sales forecast is based on the assumption that we will attract an average of 100 customers
per day, with an average spending of $5 per customer
 We have factored in seasonal variations and expect higher sales during the summer and holiday
seasons
 We will also explore different marketing strategies to attract and retain customers, including
social media advertising, referral programs, and loyalty programs.

First Fiscal Year: $150,000

Second Fiscal Year: $280,000

Third Fiscal Year: $600,000

Marketing Strategy and Sales Strategy

 Open our coffee delivery business in a grand style with a party for all.
 Introduce our coffee delivery business by sending introductory letters alongside our brochure to
corporate organizations, schools, event planners, households and key stake holders in Des
Moines – Iowa
 Ensure that we have a wide variety of coffee at all times
 Make use of attractive hand bills to create awareness and also to give direction to our coffee
delivery businesss
 Position our signage / flexi banners at strategic places around Des Moines – Iowa
 Create a loyalty plan that will enable us reward our regular customers
 Engage on roadshows within our neighborhood to create awareness for our coffee delivery
business business.

11. Publicity and Advertising Strategy

 Place adverts on community based newspapers, radio and TV stations.

 Encourage the use of word of mouth publicity from our loyal customers
 Leverage on the internet and social media platforms like; YouTube, Instagram,
Facebook ,Twitter, LinkedIn, Snapchat, Badoo, Google+ and other platforms to
promote our business.
 Ensure that our we position our banners and billboards in strategic positions all
around Des Moines – Iowa
 Distribute our fliers and handbills in target areas in and around our neighborhood
 Contact corporate organizations, households, religious centers, schools and event
planners et al by calling them up and informing them of Hotty Coffee delivery
Company®, LLC and the products we sell
 Advertise our business in our official website and employ strategies that will help us
pull traffic to the site
 Brand all our kiosks, official cars and delivery vans and ensure that all our staff
members wear our branded shirt or cap at regular intervals.

12. Our Pricing Strategy

 Prices will be set in line with what is available in the coffee delivery niche.
 Discounts on coffee will be offered occasionally.
 Loyal customers will be rewarded with free cups of coffee from time to time.

Payment Options

 Payment with cash

 Payment via credit cards
 Payment via POS machines
 Payment via online bank transfer
13. Startup Expenditure (Budget)

EXPENSES AMOUNT
The total fee for registering the business $750
Legal expenses for obtaining licenses and permits as well as the accounting $1,300
services (software, P.O.S machines and other software)
Marketing promotion expenses for the grand opening of Hotty Coffee $3,580
delivery Company®, LLC in the amount of $3,500 and as well as flyer
printing (2,000 flyers at $0.04 per copy)
The cost for hiring Business Consultant $2,500
The cost for the payment of insurance (general liability, workers’ $2,400
compensation and property casualty) coverage at a total premium
The cost for payment of rent for 12 months at $1.76 per square feet $105,600.
The cost for construction of standard coffee delivery business $50,000
Other start-up expenses including stationery ($500) and phone and utility $2,500
deposits
Operational cost for the first 3 months (salaries of employees, payments of $100,000
bills et al)
The cost for Start-up inventory (Coffee beans (12 regular brands and five $16,027
decaffeinated brands) – $6,000, Coffee filters, baked goods, salads,
sandwiches, tea, beverages, etc. – $7,900, retail supplies (napkins, coffee
bags, cleaning, etc.) – $1,840, the cost for office supplies (one month) –
$287, the cost for Espresso machine – $6,000)
The cost for Coffee maker – $900, the cost for Coffee grinder $200
Food service equipment (microwave, toasters, dishwasher, refrigerator, $18,000
blender, etc.)
Storage hardware (bins, utensil rack, shelves, food case) $3,720
The cost for counter area equipment (counter top, sink, ice machine, etc.) $9,500
Cost for store equipment (cash register, security, ventilation, signage) $13,750
Cost of purchase of distribution vans $50,000
The cost for the purchase of furniture and equipment (computers, Printers, $4,000
Telephone, TVs, Sound System, tables and chairs et al)
The cost of Launching a Website $600
The cost for our opening party $5,000
Miscellaneous $5,000
TOTAL $200,000

 Hotty Coffee delivery Company®, LLC is a family business that is owned and financed by the
owner and her immediate family members. They do not plan to welcome any external business
partners which is why she has decided to restrict the sourcing of the startup capital to 3 major
sources.
 Generate part of the startup capital from personal savings
 Source for soft loans from family members and friends
 Apply for loan from the bank
  We have been able to generate about $50,000 (Personal savings $40,000 and soft loan from
family members $10,000) and we are at the final stages of obtaining a loan facility of $150,000
from our bank. All the papers and documents have been signed and submitted, the loan has
been approved and any moment from now our account will be credited with the amount.

14. Sustainability and Expansion Strategy

 The success of a business depends on loyal customers, competent employees, investment

strategy and business structure.
 Hotty Coffee delivery Company®, LLC aims to build a business that will be sustained by its own
cash flow without external funding.
 The company plans to retail its coffee at a slightly lower price than the market to gain customer
approval.
 Hotty Coffee delivery Company®, LLC will prioritize the welfare of its staff and ensure they are
trained and retrained regularly.
 The company aims to hire and retain the best employees to help achieve its business goals.

Check List/Milestone

 Business Name Availability Check: Completed

 Business Registration: Completed
 Opening of Corporate Bank Accounts: Completed
 Securing Point of Sales (POS) Machines: Completed
 Opening Mobile Money Accounts: Completed
 Opening Online Payment Platforms: Completed
 Application and Obtaining Tax Payer’s ID: In Progress
 Application for business license and permit: Completed
 Purchase of Insurance for the Business: Completed
 Leasing of facility and remodeling the facility (building well branded kiosks): In Progress
 Conducting Feasibility Studies: Completed
 Generating capital from family members: Completed
 Applications for Loan from the bank: In Progress
 Writing of Business Plan: Completed
 Drafting of Employee’s Handbook: Completed
 Drafting of Contract Documents and other relevant Legal Documents: In Progress
 Design of The Company’s Logo: Completed
 Printing of Packaging Marketing / Promotional Materials: In Progress
 Recruitment of employees: In Progress
 Purchase of the Needed furniture, racks, shelves, computers, electronic appliances, office
appliances and CCTV: In progress
 Creating Official Website for the Company: In Progress
 Creating Awareness for the business both online and around the community: In Progress
 Health and Safety and Fire Safety Arrangement (License): Secured
 Opening party planning: In Progress
  Compilation of our list of products that will be available in our shop: Completed
 Establishing business relationship with vendors – suppliers of coffee beans and soft drinks et al:
In Progress

Note: All information above are summary base on the important details of a business.
The actual business plan of Coffee Delivery Service can be found using this URL:
Coffee Delivery Service Business Plan [Sample Template for 2023] (profitableventure.com)