Business Strategy & Planning Worksheet

🎯 Your Strategic Business Vision

Define where you want your beauty business to be in 1-3 years. Think big picture strategy, not just day-to-day operations.

Business Vision Statement

🏢 Choose Your Business Model

Your business model affects everything: pricing, client experience, profit margins, and growth potential. Choose wisely!

🏠 Home Studio

Dedicated space in your home for beauty services

Pros: Higher profit margins, controlled environment, no travel time, easier to scale, professional setup

Cons: Clients come to you, need separate entrance ideally, home insurance considerations

🚗 Mobile Service

Travel to clients' homes or workplaces

Pros: Premium pricing (20-30% more), ultimate convenience for clients, flexible scheduling

Cons: Travel time reduces hourly rate, weather dependent, equipment transport, fuel costs

💺 Salon Rental

Rent space in an established salon or beauty clinic

Pros: Professional image, networking opportunities, established foot traffic, shared costs

Cons: Fixed rental costs, less control over environment, commission or rent fees

Your Chosen Business ModelWhy This Model Works for You

🎯 Your Market Positioning Strategy

Your positioning determines your pricing, clients, marketing, and growth trajectory. Budget Premium Luxury - choose one and be consistent!

Market Position

Target Client Profile

Your Unique Value Proposition

Competitive Advantage

💰 Strategic Financial Goals

Set clear financial targets that align with your business model and positioning. Use your Month 2 numbers knowledge!

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Monthly Revenue Goal

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Average Service Price

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Clients Needed/Month

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Hours/Week Target

Target Profit Margin

Break-Even Client Number From your Month 2 calculations

📈 Your Growth Strategy Timeline

Plan your business growth in realistic phases. Don't try to do everything at once!

Months 1-6: Foundation Phase

Focus: Establish core services, build client base, perfect systems

Phase 1 Goals & Milestones Services to Offer Target Monthly Revenue

Months 7-12: Expansion Phase

Focus: Add complementary services, increase prices, optimize operations

Phase 2 Goals & Milestones New Services to Add Target Monthly Revenue

Year 2-3: Scale Phase

Focus: Premium positioning, advanced services, potential team growth

Phase 3 Goals & Milestones Advanced Services/Opportunities Target Monthly Revenue

⚙️ Essential Business Systems

Systems create freedom. Build these one at a time, perfect each before moving to the next.

Booking & Scheduling

Chosen Booking SystemBooking System Setup Notes

Client Management

Client Management MethodClient Data to Track

Financial Tracking

Financial Tracking MethodKey Metrics to Track

Marketing & Social Media

Marketing OrganizationMarketing Strategy Notes

✅ Monthly Strategy Implementation

📝 Strategy Review & Pivot Planning

Strategic Wins & Progress

Strategic Challenges

Key Strategic Learnings

Next Month's Strategic Focus