Comprehensive strategic business planning services including coaching, research, strategy, & presentation preparation for start-up and existing small to mid-sized businesses
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for your initial consultation at no charge

(877) SAGE-BIZ or
(877)724-3249
myplan@sagestrategicbusiness.com
Business planning is an important process for anyone starting up or growing their business, or even just incubating a new idea into a viable business, but a cookie-cutter set of services and documents will fall short of your specific needs. That is why we use your responses to these preliminary questions to assess your needs, how we can help, and start a planning process that is unique to you and truly beneficial for your purposes.
Contact Information
First Name:
Last Name:
Business Name (if known):
Contact Address: 
  Street:
  Suite/Apt.:
  City:
  State:
  County:
Postal Code:
Email Address:
Telephone:

Name and Legal Structure
YES    NO
I have registered the name and trademarks.   
I have determined the legal structure as a sole proprietorship, partnership, LLC, or other corporation.   

Legal Matters
YES    NO
I know which licenses and permits I need to operate my business.   
I have a lawyer to advise me and assist with legal papers.   

Business Premises
YES    NO
I have found a suitable location for me and for my customers.   
I will have to make modifications to the location.   
I have researched the zoning regulations for operating my business in this location.   

Product & Services
YES    NO
I have identified reliable suppliers for my business.   
I have compared the prices, quality, and credit terms available from suppliers to prioritize vendors.   

Market Information
YES    NO
I know who my customers will be.   
I have determined how to price my products/services competitively and/or appropriate for the targeted customer market.   
I have identified my competition and how my business will compare.   


Company Information
Is your business a start up or an existing business?
Start-up              Existing Business
What type of industry does your business serve?
When will your business open?
Please provide a brief description of your business.
Please provide a brief description of the products/services that your business will provide.
 
 


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