Client Tools • Business Planning

Business Plan Questionnaire

Provide the core strategic, market, operational and financial information needed for UPWARDS to understand your business and prepare the planning engagement.

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1. Company & Project

Tell us what the company is, where it stands today and what this business plan must accomplish.

Company / Project Name

Website

Industry

Primary Location / Market

Describe the business in plain language.

Primary purpose of the business plan

2. Products, Services & Value Proposition

What products or services will the company offer?

What problem does the business solve for customers?

Why should customers choose this company instead of alternatives?

3. Customers & Market

Primary Customer Type

Geographic Target Market

Describe the ideal customer.

Main competitors or alternatives

Known market size, demand indicators or industry data

4. Sales & Marketing

How will customers find the business?

Describe the expected sales process.

Average Price / Ticket

Expected Monthly Customers / Transactions

5. Operations

Describe how the business operates day to day.

Facilities / Office / Warehouse Needs

Key Suppliers / Vendors

Licenses, permits, certifications or regulatory requirements

6. Management & Staffing

Founders / Owners and their roles

Management team and key qualifications

Current Employees

Expected Employees in 3 Years

Planned positions / hiring sequence

7. Financial Assumptions

Startup / Initial Investment

Current Annual Revenue

Target Year 1 Revenue

Main revenue assumptions

Main operating costs / expense assumptions

Funding source and amount required, if applicable

8. Milestones, Risks & Objectives

Major milestones for the next 12, 36 and 60 months

Main business risks or uncertainties

What does success look like for this business?

9. Supporting Information

Existing financial statements, market studies, pitch decks, licenses or other materials

Primary Contact Name

Primary Contact Email

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