Barter Budget Planner
A Purchasing Needs Analysis
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Date
CATEGORY
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Company Name
CHECK ITEMS OF INTEREST
APPROXIMATE BUDGET
TIME FRAME
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Contact
ADVERTISING & MARKETING
Billboards - Inside/Outside Consultants & Graphic Designers Direct Mail Services Displays & Exhibits Emblems, Patches, Promo Items Newspapers, Magazine Radio & Radio Production Signs, Banners, Vehicle Lettering Telephone “On Hold” & Telemarketing Television ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ $ ____________ $ ____________ $ ____________ $ ____________ $ ____________ $ ____________ $ ____________ $ ____________ $ ____________ $ ____________ __________ __________ __________ __________ __________ __________ __________ __________ __________ __________
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Florida Barter ID
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Phone
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Fax
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E-mail The best way to ensure successful barter participation is to integrate trade into your existing budget. Review the following items and identify the areas where trade can be used. List the approximate cash expenditures and time period for the items used by your business. Florida Barter will keep this list on file to assist in servicing your account. Periodically we will request you to update this form to reflect your current business needs
Printing Web Design, Hosting AUTOMOTIVE
Auto Electronics (cell phones) Auto Signage/Lettering Body Work Car Washes/Detailing Repair/Maintenance Towing Services Window Tinting
___ ___
$ __________ $ __________
_________ _________
____ ____ ____ ____ ____ ____ ____
$ ____________ $ ____________ $ ____________ $ ____________ $ ____________ $ ____________ $ ____________
__________ __________ __________ __________ __________ __________ __________
Items to Sell
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$ _____________
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$ _____________
BUILDING AND PROPERTY
Electrical Air Conditioning Janitorial Services Lawn Service Painting Plumbing Security Systems ____ ____ ____ ____ ____ ____ ____ $ ____________ $ ____________ $ ____________ $ ____________ $ ____________ $ ____________ $ ____________ __________ __________ __________ __________ __________ __________ __________
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$ _____________ Florida Barter Corporate Office 2290 Lee Road Winter Park, FL 32789 Phone: 321-397-2050 Gulf Coast Office 1000 Belcher Road S., Ste. 9 Largo, FL 33771 Phone: 727-524-6800 www.floridabarter.com
CATEGORY
CHECK ITEMS OF INTEREST
APPROXIMATE BUDGET
TIME FRAME
CATEGORY
CHECK ITEMS OF INTEREST
APPROXIMATE BUDGET
TIME FRAME
BUSINESS SERVICES
Accounting Service Business Consultant Collection Agencies Computer Consultants/ Networking/Repair Delivery/Messenger Service Employee Incentives (awards, plaques, trophies) Event Planning Legal Name Plates/Badges
&
SUPPLIES
___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ $ $ $ $ $ $ $ $ $ $ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ _______ ________ ________ ________
PERSONAL GOODS
&
SERVICES
________ ________ ________ ________ ________ ________ ________ ________ ________ ________
Artwork ___ $ ________ Children’s Products ___ $ ________ (clothing, toys, daycare, camp) Clothing ___ $ ________ Dry Cleaning ___ $ ________ Florists & Plant Nurserys ___ $ ________ Gifts/Collectible ___ $ ________ Hair Salon ___ $ ________ Jewelry ___ $ ________ Pet Grooming ___ $ ________ Lingerie ___ $ ________
$ ________ $ ________ $ ________
OFFICE EQUIPMENT
Computer (hardware/software) Copy Machines Office Furniture/Modules Presentation Equipment Telephone Equipment (sales and service)
&
FURNITURE
___ ___ ___ ___ ___ $ ________ $ $ $ $ ________ ________ ________ ________ ________ ________ ________ ________ ________
& ENTERTAINMENT Bakeries/Deli/Carry-out ___ Boat Outings ___ Corporate Outings/ ___ Events ___ Golf ___ Magicians ___ Musicians ___ Photographers/Videographers ___ Restaurants ___ Sporting Events ___ Theater/Concerts ___
DINING
$ $ $ $ $ $ $ $ $ $ $
_______ _______ _______ _______ _______ _______ _______ _______ _______ _______ _______
________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________
Real Estate
Brokers Inspectors Appraisal Services Surveyors School ___ ___ ___ ___ ___ $ $ $ $ $ _______ _______ _______ _______ _______ ________ ________ ________ ________ ________
HEALTH
AND
PERSONAL CARE
___ ___ ___ ___ ___ ___ ___
___
Other
____________________ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ $ $ $ $ $ $ $ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________
_________
Chiropractors Cosmetic Surgery Dentists Health Clubs Massages Optometrists/Eye Wear Orthodontists
Personal Counseling/Therapy
____________________ ____________________ ____________________ ____________________ ____________________
$ _________
Podiatrists Weight Loss/Nutrition
___ ___
$ ________ $ ________
________ ________
MANUFACTURING
&
WHOLESALE
___ ___ ___ ___ ___ ___ ___ ___ $ $ $ $ $ $ $ $ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________
Accounting Chemicals Glass Lift Trucks Pressure Washers Safety Equipment Sheet Metal Fabrication Tools
____________________ ____________________ ____________________ ____________________
TRAVEL
(DOMESTIC/INTERNATIONAL)
___ ___ ___ ___ ___ ___ $ $ $ $ $ $ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________
TOTAL $ ________
Bed & Breakfasts Corporate Conventions/ Outings Hotels/Condos Limousines Resorts/Timeshares