Simple Business Plan Presentation
Template Example
Business Plan
Company Name: Ridge Supply Company
Prepared By: Olivia Carter
Presentation Date: MM/DD/YY
Contents
1 Executive Summary
2 Business Overview
3 SWOT Analysis
4 Target Market
5 Product or Service Offerings
6 Marketing and Sales Plan
7 Quarterly Performance
8 Financial Overview
9 Key Performance Indicators (KPIs)
10 Appendix and Supporting Documents
1 Executive Summary
Purpose of the Plan
This plan outlines Ridge Supply Company’s growth, expansion, and operational improvement strategy over the next twelve months.
Business Objectives
We aim to increase our revenue, improve customer retention, and expand our delivery capabilities in two new geographic markets.
Key Business �Metrics
Metric | Q1 | Q2 | Q3 | Q4 | Annual Total |
Revenue ($) | 240,000 | 265,000 | 290,000 | 320,000 | 1,115,000 |
Profit margin (%) | 14% | 15% | 17% | 18% | 16% |
Customer (#) | 310 | 390 | 450 | 500 | 1,650 |
Mission
To provide dependable and timely industrial supply solutions to mid-size and regional businesses.
Vision
Core �Offerings
2 Business Overview
To become the preferred mid-market distributor in the Northeast through reliability and service excellence.
Fast delivery of industrial tools and parts
Custom bulk ordering
Support for emergency resupply needs
Launch new customer ordering platform by Q2
Expand delivery operations by Q3
Improve customer retention to 90 percent by year-end
Key Business�Goals
3 SWOT Analysis
Strengths
Launch new customer ordering platform by Q2
Expand delivery operations by Q3
Weaknesses
Limited brand exposure in newly targeted regions
High dependence on two major suppliers
Opportunities
Increased demand due to infrastructure development
Under-served regions lacking same-day suppliers
Threats
Supply chain delays from international vendors
Fluctuations in fuel and transport costs
S
W
O
T
4 Target Market
Customer Segments
Manufacturing businesses with under 250 employees
Local school districts and public facilities
Market Opportunity
Regional manufacturing and public infrastructure investment growth has created demand for fast-turnaround suppliers.
Key Customer Groups
Segment | Size ($ or %) | Key Needs | Channel |
Small Factories | $5M/year | Consistent inventory, fast delivery | Direct sales, client portal |
Public Sector Buyers | $2M/year | Compliance-ready suppliers, price transparency | Procurement contracts |
| | | |
5 Product or Service Offerings
Core Offerings
Over 1,000 SKUs in safety, maintenance, and industrial categories
24-hour delivery in the primary service region
Account-based order history and repeat scheduling
6 Marketing and Sales Plan
Marketing Strategy
Quarterly outreach to purchasing managers
Local trade shows and facility walk-ins
Monthly product highlights via email marketing
Dedicated inside sales team
Commission incentives for multi-year contract sales - 24/7 support for key accounts
Sales Approach
7 Quarterly Performance
Quarter | Goal | KPIs |
Q1 | Launch a new order platform | Site uptime, user signups |
Q2 | Expand delivery to new cities | Delivery success rate, order volume |
Q3 | Boost repeat customer rate | Monthly return rate, contract renewals |
Q4 | Reach annual sales targets | Revenue, customer satisfaction score |
8 Financial Overview
Revenue Model
Ridge earns revenue through product sales, volume contracts, and service surcharges for rush fulfillment.
Cost Structure
Major cost centers include inventory procurement, labor, and transportation.
Financial�Snapshot
Metric | Q1 | Q2 | Q3 | Q4 | Annual Total |
Revenue ($) | 240,000 | 265,000 | 290,000 | 320,000 | 1,115,000 |
Operating c costs ($) | 195,000 | 210,000 | 230,000 | 250,000 | 885,000 |
Net Profit ($) | 45,000 | 55,000 | 60,000 | 70,000 | 230,000 |
9 Key Performance Indicators (KPIs)
KPI | Target |
Customer Retention Rate | 90% |
On-Time Delivery Rate | 98% |
Order Fulfillment Time | Under 24 hours |
Inventory Turnover Rate | 4.0 |
10 Appendices and Supporting Documents
Document Type | Description |
Supplier Agreement | Pricing and terms with the primary vendor |
Org Chart | Key positions and team structure |
Contract Template | Standard terms for repeat buyers |
Insurance Summary | Coverage details for liability and operations |
Provided by Smartsheet, Inc.
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