× FreshBooks App Logo
FreshBooks
Official App
Free - Google Play
Get it
You're currently on our US site. Select your regional site here:
4 Min. Read

5 Best Business Plan Consultant Templates

5 Best Business Plan Consultant Templates

Every good business had a good, professional business plan.

As the saying goes, if you fail to prepare – prepare to fail.

Whether you’re looking to attract potential investors, or are merely looking to put all of your ideas down on paper, a business plan is a great tool.

The business world is a tough place to get a foothold in. It’s full of enterprising, ambitious businesses looking to corner their target market.

In such a competitive world, you have to make sure your business is finely tuned and ready to be scrutinized. Therefore, your plan needs to be thoroughly researched, finely detailed and full of enthusiasm and skill.

Your plan needs to include things such as a mission statement, market analysis, a business strategy and a road map towards success.

But how do you write a business plan? It can all seem quite daunting at first. That’s why there are so many templates out there to help you along the way.

We’ll take a look at the 5 best business plan consultant templates available so you can start your business with confidence and on the right foot.

Here’s What We’ll Cover:

FreshBooks

HubSpot

BPlan

PandaDoc

Plum

Key Takeaways

1. FreshBooks

FreshBooks offers a free template that is packed full of details and information.

They take you through each section of the plan and what it should involve and what it should look like.

As far as attention to detail goes, FreshBooks has you covered. Each section comes with a detailed description of what you can include in an easy-to-read and easy to understand way.

Their website also included a huge amount of information and advice about business plans. They go through why they are important, how to make yours stand out and include some expert business tips.

2. HubSpot

HubSpot offers a free one-page plan that is perfect for a business of any size.

This one-page plan gives you a framework for how to build your business and your brand. It includes fields such as company description, required funding and a timeline of when you want to achieve certain goals.

The only issue is that as it is only a one-page plan, there isn’t room to go into full detail. This may work for someone who has a rough business idea, but it may be lacking for someone with a lot of pertinent details.

3. BPlan

BPlan offers a great free business plan template that concentrates on the financial side of things.

The majority of small business owners that go out of business within the first three years tend to go under due to financial reasons. So by putting a huge amount of effort and details into your finances early on is a smart move.

After filling out BPlans template, you will certainly have a much better understanding of your business’s financial plans. This will then help you take the right steps to maintain or improve it.

4. PandaDoc

PandaDoc is a hugely popular software company that offers SaaS software. They tend to be known for their eSigning tools but they also offer a number of templates.

Their business plan writing services are quite basic in its design. But it is packed full of tips, information and easy-to-understand content.

What’s great about PandaDocs templates is that they have a number of custom business plans. These are specifically geared towards certain businesses. For example, they have everything from a Bakery Template to their Salon Template.

5. Plum

Plum has gone down the route of showing their idea of a perfect business plan that you can follow along with. So instead of just supplying you with a template, they’ve given you their business plan for you to emulate.

It’s a fantastic representation of a visually appealing business plan that blends design with content.

You can see how they tell the story of their business model in a well-put-together, successful business plan.

Key Takeaways

Putting together a compelling business plan can seem like an impossible task. That’s why staring at a blank page will get you nowhere.

Templates are a great tool to get you started and offer up ideas or suggestions. Once you get started filling in the basic information of your business plan, the rest should follow far easier.

Are you looking for more business advice on everything from starting a new business to new business practices?


Then check out the FreshBooks resource hub.


RELATED ARTICLES