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Strategic Planning Consultant Powered By Docstoc
					                    Your Solutions Group & Your Corporation

You r So l u ti o n s G ro up                Your Corporation
Address 1                                     Address 2
Tel. 1                                        Tel. 2
Email 1                                       Email 2
Web 1                                        www.Yourcorp.com




Preliminary Proposal and
Marketing Plan


          Strategic Planning Consultant in Start-Up
          Business

          Best Opportunity for Business
          Development Strategy in Marketing and
          Sales




             AUGUST 28, 2011
                                            Table of Contents                                         Page




Introduction .....................................................................................................3

1     The Team .................................................................................................4

      1.1        Your Corporation (Your Corp.).............................................. 5

      1.2        Your Solutions Group Corporation (YSG) ............................. 5

      1.3        Primary Responsibility for Marketing Analysis ....................... 5

2     Scope of Services ....................................................................................6

      2.1        Phase I ................................................................................ 6

      2.2        Phase II ............................................................................... 8

3     Assumptions.............................................................................................9

4     Time For Execution ..................................................................................9

5     Fees For The Project ...............................................................................9

6     Additional Services Available ................................................................ 10

7     Responsibilities of the Client ................................................................. 11

8     Changes To Project Scope ................................................................... 11

9     Secrecy Undertakings ........................................................................... 11

10               Termination Of The Work.......................................................... 12




                                                                                           2
Introduction

        Strategic Planning Consultant – eWork Markets ID 00000

        The current situation you describe in your Request For Proposal (RFP) is the need for consultants
        with executive level experience to assist you in the launch of an aggressive, proactive marketing
        and business development activity for a large sports facility / health club business. Specific
        recommendations that will maximize revenues for the operation are needed. As entrepreneur your
        responsibility is to evaluate the viability of the business and perform market research to help you
        assess the potential of the concept in your area of operation. Included with the aforementioned, is
        an analysis of the competitive situation, preparation of initial revenue projections and establishment
        of what is generally known as financial metrics for the business; these include your minimum
        attractive rate of return (MARR) and the actual after-taxes rate of return (ROR) for the business
        start-up venture.

        Your interest, it appears to us, is to perform a Market Analysis of the larger consumer, and
        commercial national market for your product and see how your business could be properly
        positioned. Your concept represents a product for the Consumer Discretionary Sector,
        positioning should be somewhere in the Retailing Industry Group and more specifically in
        the Specialty Retail Industry.

        From the onset, it appears that your competitors might be companies like Petsmart and
        Petco Animal Supplies. Some of these companies have over one million dollars in annual
        revenues domestically derived from sales of pet products and many have aggressive expansion
        goals to own hundreds of stores nationally. These business models might be just right for your
        project goals but the fact is that successful business models change, adapt and are niche specific.
        YSG / YOUR CORP will provide your company with reactive and non-reactive broad scope and in-
        depth knowledge of the market so you can take the practical first steps, well informed.

        Your Solutions Group (YSG) partners from time to time with other consultants whose specialty is
        different from or expands on theirs. For this task, YSG will be partnering with Your Corporation.
        Your Corporation will have the principle responsibility of implementing this project.

        We hope the following preliminary proposal will describe in as much detail as is possible at this
        point, on how to accomplish your project goals. Please note that Section 5 Contingencies, may not
        apply to your particular project at this time but we don’t know enough about it yet to omit the
        information and it may be useful to you in the future. We like our prospective clients to be well
        informed and to consider us in their future plans.

        Your Corporation administrates engineering, regulatory compliance, product marketing, patent
        process, and environmental consulting services to several sectors of the economy including the
        construction, manufacturing, chemical process and pharmaceutical industries. The corporation
        sub-contracts additional professional personnel licensed to offer such services, whenever
        necessary. The branch which deals with environmental solutions is Your Corporation –
        Environmental Consultants.

        Business solutions include full Marketing Analysis / Research / Plans and complete Business Plans
        for start-up ventures.




                                                          3
              Marketing analysis for our client’s products profile the latest technology and products developed by
              competing companies world-wide, as also existing patents, trademarks and trade names, the
              market share in certain product categories, production facilities, distribution channels, existing
              networks of suppliers and contractors, a description of work under development, earnings and
              losses statements and an evaluation of the competition.

              Your Corp. will engage in data mining for the client of all the major companies marketing similar
              products to your business interests and will develop a detailed Marketing Analysis and Plan for
              your product based on this knowledge. The best prospect will be identified as a model to follow
              and the remainders will be ranked in order of importance to your product and areas of distribution.

              The Marketing Plan is yours to use or to sell to prospective investors of your product. Reviewers
              should feel that your product is a natural extension of their already well established product lines,
              they should also believe that your product closes a production loop or product line.

              At Your Corp., we believe there is a proven strategy for marketing products effectively and
              profitably. Please refer to the Scope of Work of this proposal if there are any doubts about our
              strategies. Our competitors sometimes charge up to three times as much as we do for similar
              research, however, we have ready access to a large databank and our overhead is generally
              lower.

              Please visit us at our website, www.Yourcorp.com




    Chapter

      1


          Strategic Planning Consultant in Start-Up
          Business
Best Opportunity for Business Development Strategy in Marketing and
Sales


1    The Team




                                                               4
1.1   Your Corporation (Your Corp.)

          Patent Development Consultants, Engineering Consultants, Regulatory Compliance Consultants
          and Marketing and Business Consultants.

          Your Corp. specializes in project feasibility, regulatory compliance and development of inventions
          of varying significance. Engineering specialties are in chemical, electronics, mechanical and
          environmental. In business, our marketing focus necessarily combines the systematic penetration
          approach and the flirtatious capture approach. Business solutions include full metrics and financial
          statements with the goal of partnering with Venture Capitalists (VC) and Angel Investors (AI) from
          sources domestic, foreign, institutional or private.

          Your Corp. provides its clients with access to:

               more than 50 domestic private Venture Capital (VC) funds

                   several hundred Angel Investors (AI)

                   more than 100 federal and state money programs

                   over 50 micro-enterprise loan sources

                   over 50 small business loan sources

                   over 200 small business investment companies, and

               more than 50 unconventional loan programs

1.2   Your Solutions Group Corporation (YSG)

          Information System Consultant, Project Management, Validation Consultant and Manufacturing
          solutions consultants for the Pharmaceutical Industry.

          YSG provides a full range of Technology, Business Process Re-engineering, ERP System
          Implementation Assistance, Project Management, Manufacturing Process Automation
          Laboratory Systems, Compliance services and Engineering services in both the business
          management and manufacturing space.



1.3   Primary Responsibility for Marketing Analysis

          YSG staff will partner with Your Corporation to meet this project’s goals and will have limited input.
          However, contract coordination will be made through YSG since they are a Certified Affiliate of
          eWork Markets.

          Your Corporation will be responsible to provide the elements described in the Scope of Work for
          this proposal under a separate agreement with YSG.




                                                            5
    Chapter

      2


          Strategic Planning Consultant in Start-Up
          Business
Best Opportunity for Business Development Strategy in Marketing and
Sales
2     Scope of Services

              We would necessarily require further information as to the scope of your request, and the specific
              product, but for now we can outline the basic concepts which will be more fully developed if we are
              awarded the project. We envision a two phase implementation of strategy to introduce your
              product to the market:

2.1     Phase I

        2.1.1.            Records Review and Reconnaissance

                          YSG / YOUR CORP has direct access to sources of marketing information within
                          several Market Sectors, Industry Groups and specific industries. This information
                          summarizes the latest technology and products developed by the major companies in
                          the Sector world-wide, as also existing patents, trademarks and trade names held by
                          the companies, the market share in certain product categories, location of facilities,
                          distribution channels, existing networks of suppliers and contractors, a description of
                          work under development, earnings and losses statements and an evaluation of their
                          competition. YSG / YOUR CORP will engage in data mining for the CLIENT of all the
                          major domestic companies in the industry having similar products to your business
                          and will develop a detailed marketing plan for your product based on this knowledge.
                          The best prospect to be imitated or followed and eventually overtaken within the
                          market will be identified and the remainders will be ranked in order of importance to
                          your product.

        2.1.2.            YSG / YOUR CORP will conduct a full regulatory review of the CLIENT’s product.
                          This review will be done according to the specific agency rules that apply to the
                          particular product being marketed. PLEASE NOTE: In some instances it may be
                          necessary for the CLIENT to pay certain application fees associated with exhibition
                          fees, permits or government review procedures, once an application is submitted. All
                          of the specific regulatory aspects will be previously identified for the CLIENT along
                          with any waivers or exemptions which may apply for your company’s particular
                          project.

                                                              6
2.1.3.   Product liability and insurance costs will be evaluated and summarized.

2.1.4.   In addition to government rules, there may be industry specific standards which apply
         to products sold or services rendered in the United States. Certain industries are
         more dependent on these standards, industry practices, norms and specifications,
         than others. Depending on your particular business you may need to follow methods
         or specifications from institutions such as: Consumer Product Safety Commission,
         ASTM, ANSI, ASME, AICHE, IEEE, UL, NFPA, etc. YSG / YOUR CORP will
         conduct a full specification review of the CLIENT’s product.

2.1.5.   The reports in Sections 2.1.1, 2.1.2, 2.1.3 and 2.1.4 will be forwarded to the CLIENT
         and constitute the results of the Data Mining and Reconnaissance task.

2.1.6.   Evaluation and Report Preparation

         YSG / YOUR CORP will prepare for the CLIENT a Marketing Plan which will be
         exclusively developed and tailored according to the criteria of the chosen major
         company identified in 2.1.1 and on the basis of how well your product conforms to the
         established rules, norms, selection criteria, required manufacturing facilities and
         existing similar product lines of the selected major company. Any review of the
         Marketing Plan should convey that your product is a natural extension of an already
         well established product line or that your business closes a product loop or product
         line.

         The Marketing Plan prepared by YSG / YOUR CORP will contain the following:

                Introduction
                Objectives
                Market Assessment
                Existing Product Categories
                Major Business Segments and Revenues
                Product Placement or Opening in Product Line
                Marketing Scenarios and Cost Structures
                Optimum Production Quotas *
                Costs Associated With Variable Production *
                Suggested Retail Price Computation *
                Product Placement into Existing Channels of Distribution
                Implementation Strategy and Tactics
                Target Markets
                Geographic Areas Most Likely to Encompass the Target Market
                Primary Outlets
                Secondary Outlets
                Typical Consumer
                Dissemination of Product Attributes
                Positioning
                Pricing Structure
                Accessories, Parts, and Size Categories
                Sales and Profit Objectives
                Further Product Development
                Time Required to Introduce the Product
                Internal Evaluation
                Warehousing Locations and Product Shelf Life
                Distribution Methods

                                            7
                          Advertising and Promotion
                          Sensitivity Analysis
                          Product Liability Assessment *
                          Evaluation of Patent Strength *
                          Evaluation of Trade Mark Registration and Copyrights *
                          Royalty Rate Structures and Cash Sale Valuation *
                          Contract Options

                   * Some items may not be relevant to your particular product and could be omitted

       2.1.7.      YSG / YOUR CORP will recommend specific contingencies to initial rejection, develop
                   some critical financial metrics.

       2.1.8.      YSG / YOUR CORP will prepare a brief MS Power Point presentation of the salient
                   points of the Final Report.

       2.1.9.      If specifically requested by CLIENT, follow-ups and continuing contacts via
                   promotional material and presentation letters on CLIENTS behalf, beyond those
                   included in Section 2.1.6, including a brief updated Market Research Report, will be
                   billed at the following rates: $500 / 200 campaign material packets forwarded and
                   $300 / 75 campaign material packets forwarded. This task can also be broken down
                   by hours of multi-media marketing and advertising exposure. It is recommended that
                   this option be exercised every quarter to keep your business abreast of changes in
                   the industry.

2.2.    Phase II

       2.2.1.      Under this task, YSG / YOUR CORP will prepare for the CLIENT a complete
                   Business Plan for your product(s) and services(s) once more information is known.

       2.2.2.      YSG / YOUR CORP will engage in the design of as many additional programs as
                   necessary to increase revenues for your business. Consideration will be given to
                   demographic information, reactive questionnaires and additional services which could
                   be offered to maximize revenues.

       2.2.3.      YSG / YOUR CORP will perform an after taxes return on investment (ROR) analysis
                   in relation to the cost of the facilities and equipment purchased and the size of the
                   market in CLIENT’s distribution area.

       2.2.4.      Based on the results of 3.1.2, YSG / YOUR CORP will benchmark sales objectives for
                   the CLIENT, based on local prices for similar markets. Sales forecasts will be drawn
                   from this.

       2.2.5.      Based on the results of 3.1.2 and 3.1.3, YSG / YOUR CORP will perform a breakeven
                   analysis for the entire business venture. This will indicate the time required to break
                   even and possibly establish a new minimum attractive rate of return (MARR) for the
                   CLIENT.

       2.2.6.      Marketing media (i.e.: newspapers, trade magazines, radio, TV. Internet, etc.)
                   advertising recommendations and contacts will be established. Logo, design graphics
                   and brand establishment will be conducted. Application for Trademark Registration
                   will be made if necessary.


                                                       8
      2.2.7.           YSG / YOUR CORP will provide CLIENT with checklists for maintaining and
                       monitoring your Marketing Plan as established in Phase I.

      2.2.8.           YSG / YOUR CORP will prepare for the CLIENT business recommendations and
                       strategies for obtaining funding for your business and will present the developed
                       Business Plan to at least ten (10) venture capitalists and/or angel investors
                       specializing in CLIENT’S business concepts.


3   Assumptions

              YSG / YOUR CORP assumes and shall be held harmless, that the product does not need any
               further development.

              YSG / YOUR CORP assumes and shall be held harmless, that there are no significant safety
               issues related to the product.

              YSG / YOUR CORP assumes and shall be held harmless, that all filing fees and application
               fees will be paid by CLIENT as may become necessary and are in addition to any sum quoted
               on this proposal.

              YSG / YOUR CORP assumes that the owner understands that a complete Business Plan to
               be presented to Venture Capitalists (VC) and Angel Investors (AI) could be developed under
               Phase II at the associated costs.


4   Time For Execution

         YSG / YOUR CORP shall work with the CLIENT a reasonable schedule in accordance with the
         needs of the CLIENT.

         It has been indicated that the project start date is 10/11/2006, however, the Records Review and
         Reconnaissance will only start when a signed authorization to begin the project is received from
         the CLIENT. All agreements are to be coordinated with eWork Markets. Travel and Per Diem
         costs will be billed only for CLIENT authorized field trips outside of the normal working area, if
         necessary. An estimate of any required travel will be presented to the CLIENT in the Final
         Proposal, and 75% of the estimate is due before traveling.

         A Draft Report of each Phase and the Business Plan will be submitted to the CLIENT for review
         and comments, two weeks before submitting the Final Reports. Final Reports will be provided
         along with two copies for the CLIENT.

         The total time to complete the work is one (1) month, thirty (30) days for Phase I and an additional
         (1) month for Phase II, if this option is chosen.


5   Fees For The Project

         YSG / YOUR CORP shall receive, as compensation for the work included in PHASE I of the Scope
         of Work, the lump sum amount of TWO THOUSAND ONE HUNDRED TWENTY FIVE AND
         00/100 DOLLARS ($2,125).



                                                          9
         This lump sum fee will be invoiced as follows:

         45% with the Data Mining and Reconnaissance Reports

         40% with the Draft Reports

         15% with the Final Reports

         If, however, CLIENT chooses both Phase I and Phase II implementation, YSG / YOUR CORP
         shall receive, as compensation for the work included in the Scope of Work, the lump sum amount
         of FOUR THOUSAND TWO HUNDRED FORTY FIVE AND 00/100 DOLLARS ($4,245).

         The lump sum fee will be invoiced as follows:

         30% with the Data Mining and Reconnaissance Reports

         10% with the Phase I Draft Reports

         10% with the Phase I Final Report

         30% with the Phase II, Business Plan Draft Report

         10% with the Phase II, Business Plan Final Report

         10% with the Business Plan Contact / Presentations


6   Additional Services Available

            Federal and State monies for your business

            Government contracts and grants : FDA, CDC, USAMRID, GSA, etc.

            Grants for small businesses to research and develop high-tech innovations

            Grants for small businesses and non-profit research partneners to research and develop high-
             tech innovations

            Federal Venture Capital (VC) money programs

            Venture Capital Clubs, Associations and Networking

            Angel Investor Contacts

         Many of the fedral programs include yearly renewal for additional government funds.

         YSG / YOUR CORP shall receive the following fees, as compensation for on-going and continuous
         additional consulting services:

            Marketing and Business related activities: $45.00 - $55.00 per hour.

            Economic Analysis and Financial Metrics related activities: $55.00 - $65.00 per hour.



                                                          10
            Patent filing and maintenance related activities: $65.00 - $75.00 per hour.

            Engineering related activities (i.e.: feasiblity studies, designs, permits, constuction
             inspection, etc.)

                Schematic Detail Design Level: $75.00 per hour.

                Preliminary Detail Design Level: $85.00 per hour.

                Final Detail Design Level: $105.00 per hour.


7   Responsibilities of the Client

         The CLIENT shall be responsible for the following:

            Supplying YSG / YOUR CORP with all existing photos and promotional material or information
             necessary to market the product.

            Supplying YSG / YOUR CORP with any information about patent(s) and or Trade Marks in
             existence for the product and where they are registered, be it in the U.S., European Union,
             Asia, etc., anything which is already in the public domain.

            Indicating to YSG / YOUR CORP if there are any intentions to further develop the product,
             changes that may be made to the facilities , or additionally associated patents or trademarks
             which may be sought.

            Provide YSG / YOUR CORP any information about advertising and promotional goals.

            Corresponding through e-mail or other means with the consultant to fine tune strategies.


8   Changes To Project Scope

         YSG / YOUR CORP has prepared this work scope based on our understanding of CLIENT needs.
         The cost of doing the specific project described herein is based on similar work done previously.
         Any significant variation to the scope presented herein will be discussed with the CLIENT and
         additional funding requests will be prepared and submitted prior to starting any new work. No work
         will be done until receiving previous approval from the CLIENT authorized representative.


9   Secrecy Undertakings

         YSG / YOUR CORP shall agree to undertake that it will keep all the technical information disclosed
         by the CLIENT to YSG / YOUR CORP in strict confidence, and to use the same only for the
         preparation of the design of CLIENT’s Marketing Plan.

             YSG / YOUR CORP will sign any Non-Disclosure or Non-Compete Agreement (ND/NC)
             specified and required by the CLIENT. If not available, we can provide CLIENT with a generic
             version.




                                                         11
            The obligations of YSG / YOUR CORP mentioned above shall not apply to any of the
            following technical information, except if specifically contained in the ND / NC AgreementThat
            which is published or otherwise available to the public domain at the time or receipt thereof by
            YSG / YOUR CORP

            That which becomes published or otherwise available to the public domain after receipt thereof
            by YSG / YOUR CORP through no act or failure to act on the part of YSG / YOUR CORP

            All documents filed with government agencies become part of the public record.

        Similarly YSG / YOUR CORP requests that CLIENT maintain the contents of this proposal,
        including, all methods, procedures and strategies as confidential material due to competitive
        aspects of doing business.


10 Termination Of The Work

        The CLIENT may terminate the work at any time by giving YSG / YOUR CORP written notice of
        the termination of the work one (1) week in advance of the termination date. The CLIENT shall
        pay YSG / YOUR CORP the services performed and the reimbursable expenses due to the
        termination date. There shall be no penalty for termination of this agreement.

        All payments are to made to: Your Corporation P.O. Box 0000 Texas, TX 00000-0000.

        Contact with respect to this proposal should be made to: YSG at theirnol@roqui.net, www.the-
        tx.com or Your@prtc.net, info@Yourcorp.com or through eWork Markets.

        The CLIENT may accept this proposal by signing and returning a copy of this document which
        becomes a part of the standard eWork Markets Business Consulting Agreement. A standard
        eWork Markets Business Consulting Agreement will be forwarded as soon as this document or
        some negotiated form of same, is accepted and agreed upon.



        Cordially,

        ______________________                                  ____________________

        Your Name                                               Their Name, President

        President Your Corporation                              Their Solutions Group




        ACCEPTED AND AGREED

        By: _____________________________________

        Print Name: ______________________________

        Date: ___________________________________


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