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Are you ready to take your subscription box from idea to reality? If so, this blog post is for you!
A business proposal template is often the first step in what is known as a complex sale – any sale where the buyer must consider more than just price in purchasing. In an investment situation, the business proposal template. Clean Business Proposal - Business Proposal 8.5 x 11 in Template. Customize this template. Business‑in‑a‑Box helps you make major progress at all stages of your business. Adaptable and Effortless. Edit Templates Right from Business‑in‑a‑Box or With Your Favorite Office Suite. Business-in-a-Box Pricing Saved by Lawrence Siphiwe Masuku Proposal Letter Proposal Sample Schedule Templates Resume Templates Web Design Contract Statement Of Work Memo Template Simple Web Design Document Sign.
Whether you are a new subscription box entrepreneur or a seasoned pro, having a solid business plan can make the difference between being a disorganized mess and having a solid strategy.Why you need a business plan for your subscription box idea
Starting a new business can be overwhelming. You’ve got a great idea, maybe it’s written down on a napkin or on a sticky note. You’ve got marketing ideas swimming around in your head and you just read a blog post that gave you some great financial advice. But the problem is, you need a place to organize all of this information. A business plan, like the one provided below, can help you collect all of the amazing ideas you have for a new subscription box and turn them into a successful business.How to use this Business Plan template
In this blog post, we’ll go over the core components of the subscription box business plan and at the end, you’ll be able to download a 25-page template to get you started! The business plan is broken up into 6 different parts: Goals & Strengths, Niche, Cost Analysis, Competitive Analysis, Plan for Growth & a Week-by-Week Launch Calendar.Goals & Strengths
The first section of the Subscription Box Business Plan is the “Goals & Strengths” section. In this section, you’ll outline the foundation of your business, high-level goals and write out your company’s mission statement. It’s important when writing down your goals to be very specific about what you want to accomplish. The more specific of a goal you write down, the more clarity you will have around which business tasks to accomplish in order to meet those goals.
In this section, you’ll also take stock of your personal strengths. Writing down what skills and talents that you are bringing to business will allow you to determine which tasks you’ll take on and which ones you’ll need to delegate. For example, if graphic design or website coding are not skills you currently possess, you will need to find someone to help you in those areas. While it can be tempting to try to do everything yourself, getting help in the areas in which you are not skilled can be especially helpful in the beginning.Niche
The second part of the business plan will help you narrow down and identify your niche. Some of the most successful subscription boxes have found a way to serve a very specific niche. Boxes like BarkBox, which caters to dog owners or BirchBox which caters to makeup lovers are successful because they deliver the exact products that their target market needs & wants. We recommend that you place a lot of importance on identifying which niche your box will serve before launching.
Using the worksheets provided, you’ll be prompted to describe your niche and identify products that serve that niche. Once completed, you can use this information to reveal unique opportunities that exist in your niche and develop ways to take advantage of them. You’ll also create an ideal customer profile for your business. Knowing who your ideal customer is will help you as you put together marketing collateral and establish a social media presence.Costs
Before starting any business, it’s always a good idea to ‘run the numbers’. Forecasting your costs and sales can be helpful in determining how much cash you will need to start the business and keep it running. Inside the business plan listed below, you will find several worksheets to help you calculate what your start-up and operating costs will be. This will be helpful should you need to secure a loan or run a Kickstarter campaign to get it started.
In this section, we’ll also take a look at pricing your box. The worksheet provided will walk you through all of the things you need to consider when pricing your box. Margins are especially important in the subscription box business. A profit margin of 30%-50% is ideal. Should you have a hard time meeting those margins, you may need to reconsider how you are getting products or the price of your box.Competitive Analysis
Knowing who your competitors are and what they are doing is very important in the beginning stages of your business. Inside of this business plan is a section that will allow you to do a thorough competitive analysis of your competitors. Knowing your competitor’s strengths and weaknesses can be valuable information to have, especially as you develop your own unique value proposition.
In each of the worksheets, you will be prompted to write down key information about your competitors and how you can set yourself apart from that particular competitor. If there aren’t any competitors in your niche, consider yourself lucky. However, you can still use the worksheets to study other successful subscription boxes.Plan for Growth
This section of the subscription box business plan is dedicated to creating a marketing plan for your subscription box business. An effective customer acquisition strategy is a crucial part of your subscription box’s success. You will need to use a variety of marketing channels like social media, paid ads and influencer marketing to attract new customers.
In this section, you’ll find worksheets dedicated to outlining your strategy for Facebook, Instagram, Youtube, brand influencers & email marketing.Launch Calendar
The last section of the business plan includes a week-by-week launch calendar. In this 6 week calendar, you will find a checklist of the tasks and deadlines that you will need to accomplish on your way to launching your subscription box. These checklists will take you from the pre-launch phase, sourcing products, packaging products and marketing your pre-launch page.
Ready to get started?
The great Mark Cuban once said, “Sales cure all.” If a business doesn’t sell, it doesn’t make money and by extension the business fails. Enter business proposals.
A well-written business proposal can often mean the difference between winning or losing a prospective client. And in today’s tough times, with contracts dwindling, it’s more important than ever to have a standout proposal.
But, what are business proposals? How do you make them? What do you include in a business proposal? How long should a business proposal be?

We answer all of these questions and more in this in-depth guide to creating business proposals that will help you close more deals, make more sales and crush your business goals. Here’s what this guide will cover (click to jump ahead):What is a business proposal?
A business proposal is a document used by a B2B or business-facing company (this may not always be the case) where a seller aims to persuade a prospective buyer into buying their goods or services.


You do this by identifying pain points and providing your buyer the right solution to alleviate those pain points. What are the three types of business proposals?1. Formally Solicited
A formally solicited business proposal is made when you aim to respond to an official request for proposal. In this scenario, you know all the requirements and have more (if not all) information about a prospective buyer. You simply need to write a proposal for your buyer to evaluate. 2. Informally Solicited
Informally solicited business proposals come in where there isn’t an official request for a proposal. A prospective buyer is interested in your services and asks for a proposal so they can evaluate it.
An informally solicited proposal requires a lot more research from your end as a seller as they are usually created out of informal conversations and not based on official requests which often contain more information.3. Unsolicited
Think of this like a marketing brochure or a cold email. Unsolicited business proposals will often be generic, one size fits all approach to business proposals and lacks any understanding of the buyer or their requirements.
But with extra market research, personalization and identifying customer pain points along with proposing a customized solution based on your buyer’s needs they can become very persuasive, such as in this business proposal example:

For example, this sales proposal quickly and succinctly outlines the project plan, deliverables and metrics:
What is the purpose of a business proposal?
Essentially, a business proposal aims to streamline the B2B sales process (which is often complex) between you as a seller and a buyer by serving the dual purpose of acting as a source of information as well as a sales pitch aimed at convincing your buyer why they should buy what you have to offer.What should you include in a business proposal?A business proposal usually aims to answer the following questions:
*Who you are and what your company does
*The problem your buyer faces
*The solution your company offers to alleviate the problem
*How your company will implement this solution effectively
*An estimate of resources (time, money, etc) required to implement the solutionAt a high level your business proposal should include the following parts:
*Title
*Table of Contents
*Executive Summary
*The Problem Statement
*The Proposed Solution
*Qualifications
*The Timeline
*Pricing, Billing and Legal
*Terms and Conditions
*The AcceptanceHow to write a business proposal?
Before you get excited and start creating your business proposal, you need to know what comprises of a business proposal. So here they are (in order): Business Proposal Title
Yeah, yeah I know. Pretty common knowledge.
But trust me when I say, a compelling title could mean the difference between someone actually opening your proposal and reading it or your proposal being stacked on top of other unread proposals that will probably be in the trash a few days later.
Having said that, remember the most important elements of a good title page:
*Your name along with your company’s name
*The name of the prospect (or their business)
*The date you’re submitting the proposal
The gray business consulting proposal template above contains all the details you would require along with a strong tangible benefit to the prospective buyer right in the title. Honestly, “Who doesn’t want to grow their business?”Table of Contents
This is, again, pretty straightforward. Your business proposal should be scannable, easy to pick up and read with a table of contents.
If you happen to be pitching your product or service to a C-level executive (or just anyone who is fairly busy) who doesn’t have time to read your entire proposal in one go, adding a table of contents to your proposal makes it easy for them to go through it at their own pace or skim through parts of the proposal on a need to know basis. Consider this abstract business proposal template:
Make your business proposal easier to navigate by adding hyperlinks in your document, particularly the table of contents. This way your clients can jump to specific sections without having to scroll through it.
It’s easy to do in the Venngage editor. Just select the text you’d like to turn into a link, then click the link icon in the top bar. From there select the page you want to link to! Then download your completed design as an Interactive PDF. Executive Summary
The executive summary is a staple in all kinds of annual reports, project plans and even marketing plans. It is a concise summary of the entire contents of your business proposal.
The goals of your executive summary are:
*Introduce your company to your buyer
*Provide an overview of your company goals
*Showcase your company’s milestones, overall vision and future plans
*Include any other relevant details
If we look at the same gray business proposal example from before, it has a detailed yet short executive summary including some social proof in the form of clients they’ve worked with:
Essentially, focus on keeping your executive summary concise and clear from the get go to set the right tone for the rest of your proposal. This makes it more likely that your buyer will continue reading your proposal.
Pro Tip: Try to write an executive summary such that, even if your prospective client doesn’t read the entire proposal (with a good executive summary, they most likely will), they should have a clear idea about what your company does and how you can help them.The Problem Statement
Here you state the exact problem your prospective buyer is facing. Whether or not they know the problem, your goal is to outline the problem statement as clearly as possible and develop an urgency for your prospect to find a solution to the problem. A solution you provide.
A well-defined problem statement does two things:
*It shows the prospect you have done your homework instead of sending a generic pitch
*It creates an opportunity for you to point out a problem your prospect might not be aware they had in the first place.
This bold business proposal template above clearly outlines the problem at hand and also offers a ray of hope i.e. how you can solve your prospects problem which brings me to… The Proposed Solution
The good stuff. The proposed solution section is how you can alleviate your prospective buyer pain points. This can fit onto the problem statement section but if you have a comprehensive solution or prefer to get into more details, a separate proposed solution section is also a good idea.
Feel free to spare no details with respect to the solution you will provide, how you plan to deliver this solution, an estimated timeline of when they can expect your solution and any relevant details. Qualifications
The prospect you’re pitching your solution to, likes it. But they may not trust you to fix it. Why is this?
It’s because they don’t know you. And it’s your job to convince them why they should trust you to fix their problem. This section is important because it acts as social proof by outlining what your company does best and how qualified your team is.
Per the standard business proposal example above, It’s not a bad idea to go above and beyond by showcasing company accolades, client testimonials, relevant case studies, industry awards and any other forms of social proof to establish yourself as a credible business in your buyers eyes and make it that much more likely for them to say yes!
Pro Tip: Attaching in-depth case studies of your work is a great way to build trust with a potential client by showcasing how you’ve solved similar problems for other clients in the past. Our case study examples post can show you how to do just that.The Timeline
To further demonstrate just how prepared you are, it’s important to outline the next steps you will take should your buyer decide to work with you.
You should provide your prospective client a timeline of how and when you provide all your deliverables. You can do this by making the usual flow chart or introduce more nuance to it with a roadmap. Pitching a long term project? A timeline infographic would be a better fit.
If you look at this bold business proposal template below, even something as simple as a table can also do the trick.
This timeline is not always set in stone, rather it’s just an estimation. The goal is to clarify any questions your client might have about how you will deliver or the underlying B2B sales process.Pricing, Billing and Legal
This step is where you outline everything from your pricing, payment schedule, payment terms as well as legal aspects to this deal.
The key to good pricing is to provide your buyer options, something a pricing comparison table can help with. You want to give your client some room to work with. Make sure you’re not scaring off your client with an excessively high price and not undervaluing yourself in the process.
Breaking up your pricing in stages is another great way to make sure your client knows what he’s paying for. Check out how this simple business proposal template does this:
The legal aspects can also slot right into the terms and conditions section or signature section of the proposal too to keep things simple.Terms and Conditions
This is the part where you put your money where your mouth is.
In this step, you summarize everything you have promised to deliver so far and what the prospective buyer will offer you in return. This includes things like the overall project timeline from start to end, payment methods and payment schedule so the both of you are clear on what each is agreeing to.
This step is very important as it outlines all the legal aspects of the deal which is why it’s important to be as clear as possible in the terms and conditions of your proposal.
I recommend consulting a lawyer or your legal team when working on this section of the business proposal. If you’re a business veteran and understand the legalities of your business however, the same terms and conditions can stay consistent across all your proposals.The Acceptance
The final step of this whole ordeal. Your client has read your business proposal and he’s convinced. So convinced in fact that he’s ready to buy what you have to offer.
This is the step where you add in a small section get all the signatures at the end of your proposal so that your client and you can sign the proposal and the both of you can make things official.
Be sure to also include your contact information to act as a gentle prompt that your client can contact you in case they have any questions.Business Proposal Examples and Design Tips
Now that we’ve gone over how to write a business proposal, below you’ll find some amazing business proposal examples and templates to get you started. I’ve also included some design tips to keep in mind when you’re designing your next business proposal: 1. Know Your Audience
If you have some clarity on who your ideal buyer is, their pain points, their budget, deadlines, among other things, you’ve already won half the battle. If you’re a business that helps clients with everything from running giveaways or helping grow their blog, identifying which customers to pitch with which offering is a sure shot way to close the deal.
Mapping user personas of your ideal buyer can help bring some clarity and help you position your business proposal accordingly. This will make it more likely your buyer throws your business proposal in the “Yes!” pile.
How long should your business proposal

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