Example
Excelsior, LLC Operations Plan
Komlan Akakpo, Austin Garrett,, Joshua Hatley & Jeremy Jackson
Spring 2012

Marketing

Find a need and fill it

Core Product-Service: We will offer life coaching and consulting services for our customers.

Market Research Plan: Our core focus is the 20-40 year old demographic. We will appeal
to those who are having difficulty finding themselves and are not currently realizing their
aspirations. We will reach them through viral marketing, a physical location, and word of mouth.

Market Segment: We would like to reach to 20-40 year olds. They do not have to be
financially successful. However, they will pay $50 for an initial consultation and if they enroll in
our success program they will be refunded for their initial consultation. We will also attempt to
reach college graduates and veterans.

Preference: Our friendly, cooperative atmosphere and a refined focus for their life.

Pricing Strategy: Usually these customers afford to pay a large price if they see a benefit to
themselves. They will pay after the first meeting and before each consecutive meeting.

Placement: They will come to our physical location for a consultation.

Differentiation: Technological based advertising and confidence in us and our services. They
will be attracted to our confidence and it will raise their confidence.

Promotion: We will reach them through viral marketing, a physical location, and word of mouth.
We will portray ourselves as a youthful and vibrant organization. Referral based rewards and
community involvement will be key to our success.

SWOT Analysis:

Internal Strengths

  • Knowledge
  • Confidence
  • Open and approachable environment
  • Affordable

Internal Weaknesses

  • Curriculum and course material
  • Uncertainty of leadership direction
  • Website quality

External Opportunities

  • Definite need
  • Partnerships with VA's and community
  • Outreach programs
  • Confident appearance

External Threats

  • Government and non-profit programs
  • Convincing customers of their need
  • Pre-conceived biases and labeling
  • Economic crisis
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