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Entrepreneur’s Worksheets

Think Like an Entrepreneur

The Four Cs

Your Business Vision

Moving from Dream to Reality

Business Opportunities

Your Bright Idea

Basic Business Concept

Your Business Model

Feasibility Analysis

Types of Industry Information to Research

Types of Target Market Information to Research

Types of Company Information to Research

Research Questions

Organizing Data Sources

Statement of Mission

Sources and Use of Funds

Assumption Sheet

Your Elevator Pitch

Who’s on Your Team?

Who Are the Customers?

Psychographic Description

Target Market Characteristics

Market Size and Trends

Barriers to Entry

Niche Market Ideas

Competitive Analysis, Customer Perception Factors

Competitive Analysis, Internal Operational Factors

SWOT: Strengths/Weaknesses/Opportunities/Threats

Income Statement

Cash Flow Statement

Balance Sheet

Questions to Ask an Accountant

Research Prospective Investors

Questions Investors Will Ask, and Your Answers

The Right Documents

Research Prospective Lenders

Start-up Costs

The Five Fs

Average Customer Lifetime Value (CLV)

Your Company Name

Create Your Identity

Your Core Message

Website Checklist

Social Media Strategy

Trade Shows and Industry Events

What’s the Hook?

Marketing Vehicles Comparison Chart

Sales Force

Plan Your Distribution Needs

Distribution Considerations

Creating a Proposal

Sales Procedures and Operations

Key Management

Your Management Structure

Leadership Traits

Employee Tasks

Write a Job Description

Supplier Comparison Chart

Determine Your Supply Needs

Inventory Control

Identifying Your Technology Needs

Your Technology Policies

Your Legal Structure

Discussing Partnership Terms

Questions to Ask Potential Partners

Business Licenses and Permits

Social Responsibility

Global Financial Considerations

International Marketing

Sales

Global Social Responsibility

Company Vision

Priorities

Milestones