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Business Plan Packet | Sage [H] For Service Providers

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Attention Coaches, Consultants, and Service Providers of all stripes: Everyone needs a business plan. If you've got a service business, this one's for you. It's loaded with individually designed pages, each with a unique and meaningful purpose. Everything the Small Business Association and investors ask for. It looks professional and is a beautiful way to showcase your brand. And because it's a reusable template, you'll save time, stay consistent, and can be sure you don't leave anything out. All the designing is done for you. Just customize, download, and send. Rearrange pages, duplicate pages, fill in charts with your financials to make bar graphs and line graphs and pie charts aplenty. I even included some copywriting and copywriting prompts and instructionals througout the guide. (See the last pic for an example.) **If you're a product seller, not a service provider, check this out.


  • Exhibit your brand's best qualities
  • Show off your financials
  • Share important information for investors or potential clients
  • Introduce yourself and your team
  • Lay out the project timeline
  • Create charts
  • Lay out your Brand Core
  • Figure out your Ideal Customers
    ... and more
  • Make a stellar first impression with clients and investors alike
  • Instill confidence in your brand
  • Save time and energy
  • Have more time to work on (and in) your own business
  • Position yourself as an expert
  • Have consistently branded, professional collateral

  • Edit using the free desktop version of Canva
  • Change fonts, colors, imagery, and design elements
  • Input your financials and your business chart magically appears
  • Choose your own layout by duplicating, removing, and rearranging pages to suit your needs
  • No design skills necessary. Just customize, download, and share
  • Reusable for multiple clients
  • Free lifetime updates

Size: US Letter (11 x 8.5")
Style: Sage
Layout: Landscape

Includes these 30 customizable templates to help you create a complete business plan in no time:
Cover Layout
1 Executive Summary Page
1 Founding Story Layout
1 The Founder / About You Layout
1 Organization & Management Layout
1 Brand Core Layout
1 Core Values Layout
1 Branding Snapshot Layout
1 SWOT Analysis Layout
1 What We Do Page
1 Offerings Page Layouts
1 Unique Selling Point
4 Financials Charts Pages < I made it so easy to input your own numbers into to produce your own graphs automatically
2 Our Process Page Layouts
1 Target Market
3 Ideal Customer Archetype Pages
1 Competitor Analysis
1 Competitive Advantage
1 Our Goals (Immediate) Page
1 Our Goals (Long-Term) Page
1 Industry Outlook Layout
1 Marketing Strategy Page
1 Contact Information Page

Due to licensing restrictions photos are not included, however Canva has thousands of free images to choose from or you can upload your own imagery. I used free Canva fonts in this design, or you can select your own fonts. I included professional copy and copywriting prompts throughout the guide for you to use.

By purchasing this guide you agree to these Terms & Conditions.
You will get a PDF (167KB) file

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