Ridge Supply Company Business Plan Overview

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

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 Annual Total Metric Q1 Q2 Q3 Q4 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 1 Executive Summary

Key Business Goals Vision Core Offerings Mission Launch new customer ordering platform by Q2 Expand delivery operations by Q3 Improve customer retention to 90 percent by year- end Fast delivery of industrial tools and parts Custom bulk ordering Support for emergency resupply needs To become the preferred mid- market distributor in the Northeast through reliability and service excellence. To provide dependable and timely industrial supply solutions to mid-size and regional businesses. 2 Business Overview

Strengths Launch new customer ordering platform by Q2 Weaknesses Limited brand exposure in newly targeted regions Expand delivery operations by Q3 High dependence on two major suppliers S W O T Opportunities Increased demand due to infrastructure development Threats Supply chain delays from international vendors Fluctuations in fuel and transport costs Under-served regions lacking same-day suppliers 3 SWOT Analysis

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 Consistent inventory, fast delivery Small Factories $5M/year Direct sales, client portal Compliance-ready suppliers, price transparency Public Sector Buyers $2M/year Procurement contracts 4 Target Market

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 5 Product or Service Offerings

Marketing Strategy Sales Approach 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 6 Marketing and Sales Plan

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 7 Quarterly Performance

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 Annual Total Metric Q1 Q2 Q3 Q4 Revenue ($) 240,000 265,000 290,000 320,000 1,115,000 Operating c 195,000 210,000 230,000 250,000 885,000 costs ($) Net Profit ($) 45,000 55,000 60,000 70,000 230,000 8 Financial Overview

KPI Target Customer Retention Rate 90% On-Time Delivery Rate 98% Order Fulfillment Time Under 24 hours Inventory Turnover Rate 4.0 9 Key Performance Indicators (KPIs)

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 10 Appendices and Supporting Documents Provided by Smartsheet, Inc.

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