Table of Content

    B2B Business plan for starting your own business

    Dealing directly with customers is a hassle, right? Well, due to the integration of monetary chains and dependence of businesses on one another for manufacturing as well as services, the B2B businesses are getting high in demand.

    If you also want to start a B2B business, you should do a little research, choose the areas in which you want to serve, make a business plan, and launch your startup. For you to understand how to make an accurate business plan, we are providing a B2B e-commerce business plan of a startup namely Networks.

    While the business plan for investors developed for Networks can give you a detailed insight into B2B business, you should still consider hiring a professional for the purpose. It is because dealing with businesses involves complexities and strict adherence to principles with the agreements and contracts. A professional can take care of even the smallest details while making business plan B2B correctly.

    Start your Business Plan Now
    Start My Business Plan

    Executive Summary

    2.1 The Business

    Networks will be owned by Max Clint. The business will be based in New York City which is considered the hub of businesses. The businesses will provide various services in the B2B niche including outsourcing, HR services, software services, and more. The business activities are expected to go beyond NYC because Clint aims at providing freelance services as well.

    2.2 Management of B2B business

    B2B business requires adherence to extremely strict standards and therefore, the management of B2B business can be a headache if you don’t follow a proper plan. Before entering the enterprise, you must make a proper B2B SaaS business plan that covers all the management aspects.

    To help you, we will document the personnel plan and operational B2B business plan made for Networks. If you are getting a franchise you won’t be the all-in-all decision-making authority, and in that case, you will have to consult business plan for a franchise for an effective management plan.

    2.3 Customers of B2B business

    The customers as indicated in B2B e-commerce business plan of Networks are as follows:

    • Small Businesses
    • Established Enterprises
    • Business Franchises
    • Industries

    2.4 Business Target

    The business targets of the Networks are given as follows in this B2B business plan sample:

    • Increase the cost of our services by 3% after 3 years of the launch while retaining the customer base
    • Earning a profit margin of more than $50k per month by the end of the first 6 years

    3 Years Profit Forecast - B2B Business Plan Template

    Any questions? Get in Touch

    Company Summary

    3.1 Company Owner

    Max Clint, the owner of Networks, has worked as a business consultant for more than 5 years. He is known to be an expert in legal business matters and management.

    3.2 Why the B2B business is being started

    The B2B is started because of Clint’s experience and interest in the field. His qualification, co-curricular activities, and desire for excellence have driven him to start this business. 

    3.3 How the B2B business will be started

    Step1: Develop Business Plan for B2B sales

    The first step to step into this business is to create a B2B business plan template. For that you should explore what is B2B startup and read some B2B business plan examples. In a B2B startup business plan you should include your strategic plan, financial plan, customer segments, and marketing analysis.

    Step2: Create the Brand

    Since many B2B businesses are already running in the United States. You have to come up with exclusive ideas and expertise to become renowned in the market. To create a brand image, you should have highly specialized employees and success stories.

    Step3: Establish Web Presence

    In the information age, services are searched for on the web rather than on paper. Therefore, you must ensure that your business comes in the top lists of searches. For that, you would need to hire SEO experts, a graphic designer, and a web developer.

    Step4: Develop & Market

    The last step is to establish your company’s physical presence and market your venture to reach a maximum number of customers.

    Startup Cost - B2B Business Plan Template

    Start-up Expenses  
    Legal $114,400
    Consultants $0
    Insurance $21,420
    Rent $31,400
    Research and Development $12,000
    Expensed Equipment $54,100
    Signs $3,400
    Start-up Assets $214,400
    Cash Required $142,200
    Start-up Inventory $35,100
    Other Current Assets $221,000
    Long-term Assets $214,400
    TOTAL ASSETS $827,100
    Total Requirements $1,063,820
    Start-up Expenses to Fund $236,720
    Start-up Assets to Fund $827,100
    Non-cash Assets from Start-up $1,076,600
    Cash Requirements from Start-up $121,100
    Additional Cash Raised $51,400
    Cash Balance on Starting Date $35,100
    TOTAL ASSETS $1,284,200
    Liabilities and Capital
    Liabilities $14,200
    Current Borrowing $0
    Long-term Liabilities $0
    Accounts Payable (Outstanding Bills) $64,520
    Other Current Liabilities (interest-free) $0
    Planned Investment $1,063,820
    Investor 1 $0
    Investor 2 $0
    Other $0
    Additional Investment Requirement $0
    Loss at Start-up (Start-up Expenses) $141,660
    TOTAL CAPITAL $1,205,480
    Total Funding $1,063,820

    Operational/Strategic Planning Services

    Services of B2B business

    The service sector of B2B businesses is multi-faceted. Therefore, while developing your B2B SaaS business plan template you should specify which services you plan to provide. You can study many B2B business plan examples for the purpose and explore their B2B marketing strategies examples for each service they provide.

    You can also see the services given in this B2B business plan sample. This B2B business plan was created for Networks by professional business plan writers after probing several B2B business plan templates.

    • Doing Outsourced Tasks

    Our major service will be doing outsourced tasks such as hiring and training the workforce, maintaining the equipment, and completing some parts of a larger project.

    • Business Consultancy

    We will provide legal advice and consultation to businesses that come to deal with other businesses. We will also help writing business plan documents and making due diligence template. Moreover, our consultation will also be educational as we plan to acquaint our partners with the latest trends such as type of due diligence in use.

    • Software Services

    We will also provide software services but only in the domain in which multiple businesses are connected via shared database and management software.

    • Freelance Services

    We will serve as the middle ground between clients and customers to provide B2B freelance services.

    Marketing Analysis of B2B business

    Valentin Marinov

    excellent work

    excellent work, competent advice.
    Alex is very friendly, great communication.
    100% I recommend CGS capital.
    Thank you so much for your hard work!

    ∙ Valentin Marinov

    Your B2B business can end in loss if you fail to attract the community that was supposed to buy from you. To succeed in the purpose, you have to explore the market for which you are making B2B sales business plan. you have to see which services are in demand and how much competition exists for which service. All these details must be included in your marketing plan for B2B business. 

    Today, carrying out a market analysis is easier due to the online presence of B2B businesses. You will have to maintain a web presence and thus your marketing plan for B2B business should be devised accordingly.

    To gain an insight into marketing plan template B2B, you should visit B2B marketing portals. Some sites even offer free B2B website in usa. Moreover, you can also find free guidance on B2B marketing planning from blogs like this on marketing plan B2B example. 

    5.1 Market Trends

    The trends for B2B businesses are going great. It is reported that more than 50% of B2B buyers are millennials. The industry is currently estimated at 6.7 trillion dollars. Moreover, 35% of the already-established B2B businesses are expecting a significant rise in online sales in the next years.

    The trends provided in this sample B2B marketing plan are general. And while developing your B2B marketing business plan you should study the trends specific to your area.

    5.2 Marketing Segmentation

    Identifying the groups of target customers help you determine a focused strategy in B2B marketing project to target them. For a B2B company, customers can belong to various niches therefore it will be good to also explore some more business plans such as mobile notary business plan pdf.

    In this example B2B marketing plan, the customer segments identified by Networks are given as follows:

    Marketing Segmentation - B2B Business Plan Template

    5.2.1 Small Businesses & Startups

    Our biggest customers will be the small businesses that are especially newly established. New startups find it difficult to undertake all the tasks and recruit a huge workforce. Therefore, they rely on other businesses. In addition, due to a lack of trust in financial stability, they find it difficult to enter into long-term contracts with large enterprises. With our B2B services, they will be able to develop their businesses.

    5.2.2 Established Enterprises

    The second biggest category of our target customers includes established enterprises. They would require our services to deal with their business partners. Moreover, they will also seek our services to maintain a skilled workforce at all times.

    5.2.3 Business Franchises

    Business franchises would also need our services to get business plans and to do successful contracts.

    5.2.4 Industries

    Industries whose inputs and outputs are procured and transferred to enterprises will also need our B2B services to conduct their business affairs.

    Market Analysis
    Potential Customers Growth Year 1 Year 2 Year 3 Year 4 Year 5 CAGR
    Small Businesses 35% 37,400 44,880 53,856 64,627 77,553 10.00%
    Established Enterprises 30% 28,100 33,720 40,464 48,557 58,268 10.00%
    Business Franchises 21% 21,400 25,680 30,816 36,979 44,375 10.00%
    Industries 14% 12,230 14,676 17,611 21,133 25,360 11.00%
    Total 100% 99,130 118,956 142,747 171,297 205,556 10%

    5.3 Business Target

    • Increase our prices by 3% by the end of the first 6 years
    • Maintain a CSAT score of 95+ from the very first month of our launch
    • Maintain a Customer Retention Rate of more than 80% from the very first year of our launch

    5.4 Product Pricing

    The rates for our services are a little bit higher than our competitors. However, due to our competitive advantages, we still expect to get more customers than them.

    Any questions? Get in Touch

    Marketing Strategy of B2B business

    While developing marketing strategy in B2B, you must keep in mind that this time you are not dealing with a man in the street, rather you will be dealing with experienced professionals. Therefore, your sales strategy and advertisement techniques should be devised accordingly. In this B2B marketing strategy example, we are providing the sales strategy of the Networks.

    Clint spent a whole 3 months devising his strategy in his B2B marketing template. Some parts of his plan are mentioned here in this B2B marketing strategy template.

    6.1 Competitive Analysis

    • We are using the latest tech for all our tasks. For instance, we present digital cards to our business partners to leave the impression that at Networks, we are acquainted with all the latest products and trends.
    • We have hired the most competent and talented business experts in the town.
    • We have pursued regular training programs to keep our employees up to date.

    6.2 Sales Strategy

    For advertisement, the Networks will do the following:

    • Advertising the business on social media and through newspapers and magazines
    • Arranging meetups among the business CEOs and our sales executives to let our competitive aspects known
    • Providing a 40% discount on all our services for the first month of the launch

    For more ideas, you can see law firm business plan and judgement recovery business plan.

    6.3 Sales Monthly

    Sales Monthly - B2B Business Plan Template

    6.4 Sales Yearly

    Sales Yearly - B2B Business Plan Template


    6.5 Sales Forecast

    Unit Sales - B2B Business Plan Template

    Sales Forecast      
    Unit Sales Year 1 Year 2 Year 3
    Outsourced Tasks 500 530 562
    Business Consultancy 200 212 225
    Software Services 300 318 337
    Freelance Services 250 265 281
    TOTAL UNIT SALES 1,250 1,325 1,405
    Unit Prices Year 1 Year 2 Year 3
    Outsourced Tasks $1,500.00 $1,740.00 $2,018.40
    Business Consultancy $2,500.00 $2,900.00 $3,364.00
    Software Services $1,550.00 $1,798.00 $2,085.68
    Freelance Services $1,250.00 $1,450.00 $1,682.00
    Outsourced Tasks $750,000.00 $922,200.00 $1,133,937.12
    Business Consultancy $500,000.00 $614,800.00 $755,958.08
    Software Services $465,000.00 $571,764.00 $703,041.01
    Freelance Services $312,500.00 $384,250.00 $472,473.80
    TOTAL SALES $2,027,500.00 $2,493,014.00 $3,065,410.01
    Direct Unit Costs Year 1 Year 2 Year 3
    Outsourced Tasks $250.00 $275.00 $288.75
    Business Consultancy $750.00 $825.00 $866.25
    Software Services $350.00 $385.00 $404.25
    Freelance Services $300.00 $330.00 $346.50
    Direct Cost of Sales
    Outsourced Tasks $125,000.00 $145,750.00 $162,219.75
    Business Consultancy $150,000.00 $174,900.00 $194,663.70
    Software Services $105,000.00 $122,430.00 $136,264.59
    Freelance Services $75,000.00 $87,450.00 $97,331.85
    Subtotal Direct Cost of Sales $455,000.00 $530,530.00 $590,479.89
    Any questions? Get in Touch

    Personnel plan of B2B business

    The success of a B2B business depends on the ability of its employees to conduct affairs. To ensure you hire the right people, you should devise a measurable criterion in your business plan for B2B. In your business plan B2B you can assign measurable values to experience, interpersonal skills, and qualifications to make sure the recruitment remains impartial 

    In this B2B business plan template the list of staff of Networks along with their salaries is listed below: 

    7.1 Company Staff

    • 1 Co-Manager
    • 1 Web Manager
    • 1 Sales Executive
    • 1 Software Manager
    • 3 Business Consultants
    • 1 Legal Advisor
    • 2 Project Managers

    7.2 Average Salary of Employees

     Personnel Plan      
    Year 1 Year 2 Year 3
    Co Manager $40,000 $44,000 $48,400
    Web Manager $32,200 $35,420 $38,962
    Sales Executive $32,200 $35,420 $38,962
    Software Manager $32,200 $35,420 $38,962
    Business Consultants $84,550 $93,005 $102,306
    Legal Advisor $32,200 $35,420 $38,962
    Project Managers $64,550 $71,005 $78,106
    Total Salaries $221,150 $243,265 $267,592

    Financial Plan of B2B business

    The B2B business has great prospects in the earning domain. The business pays a lot due to immense opportunities arising out of increased dependency on other businesses for completing a task. The modern world works on the principles of efficiency and for greater efficiency outsourcing a part of one’s business is becoming a must.

    Therefore, the business is sustainable as far as finances are concerned. However, to ensure long-term smooth monetary flows, you need a business plan for B2B sales. Since you will be spending a hefty amount on salaries and maintaining a skilled workforce at all times, you need to be careful about the b to b sales strategies. 

    In this B2B sales plan template, we are providing the financial plan of Networks. In addition to the profit profile, if you also want to know what is B2B marketing and sales, you can refer to the sections written above.

    8.1 Important Assumptions

     General Assumptions      
    Year 1 Year 2 Year 3
    Plan Month 1 2 3
    Current Interest Rate 8.12% 8.20% 8.26%
    Long-term Interest Rate 8.40% 8.44% 8.47%
    Tax Rate 24.03% 24.21% 24.60%
    Other 0 0 0

    8.2 Break-even Analysis

    Break-even Analysis - B2B Business Plan Template

     Break-Even Analysis  
    Monthly Units Break-even 5340
    Monthly Revenue Break-even $132,500
    Average Per-Unit Revenue $231.00
    Average Per-Unit Variable Cost $0.62
    Estimated Monthly Fixed Cost $163,800

    8.3 Projected Profit and Loss

     Pro Forma Profit And Loss    
    Year 1 Year 2 Year 3
    Sales $2,027,500 $2,493,014 $3,065,410
    Direct Cost of Sales $455,000 $530,530 $590,480
    Other $0 $0 $0
    TOTAL COST OF SALES $455,000 $530,530 $590,480
    Gross Margin $1,572,500 $1,962,484 $2,474,930
    Gross Margin % 77.56% 78.72% 80.74%
    Payroll $221,150 $243,265 $267,592
    Sales and Marketing and Other Expenses $145,000 $148,000 $156,000
    Depreciation $2,300 $2,350 $2,500
    Leased Equipment $0 $0 $0
    Utilities $2,900 $3,000 $3,100
    Insurance $2,100 $2,100 $2,100
    Rent $2,900 $3,000 $3,200
    Payroll Taxes $24,000 $25,000 $27,000
    Other $0 $0 $0
    Total Operating Expenses $400,350 $426,715 $461,492
    Profit Before Interest and Taxes $1,172,150 $1,535,769 $2,013,439
    EBITDA $1,172,150 $1,535,769 $2,013,439
    Interest Expense $0 $0 $0
    Taxes Incurred $234,430 $307,154 $402,688
    Net Profit $937,720 $1,228,615 $1,610,751
    Net Profit/Sales 46.25% 49.28% 52.55%
    Any questions? Get in Touch

    8.3.1 Profit Monthly

    Profit Monthly - B2B Business Plan Template

    8.3.2 Profit Yearly

    Profit Yearly - B2B Business Plan Template

    8.3.3 Gross Margin Monthly

    Gross Margin Monthly - B2B Business Plan Template

    8.3.4 Gross Margin Yearly

    Gross Margin Yearly - B2B Business Plan Template

    8.4 Projected Cash Flow

    Projected Cash Flow - B2B Business Plan Template

     Pro Forma Cash Flow      
    Cash Received Year 1 Year 2 Year 3
    Cash from Operations
    Cash Sales $51,000 $55,080 $59,486
    Cash from Receivables $22,000 $23,760 $25,661
    SUBTOTAL CASH FROM OPERATIONS $73,000 $79,570 $85,936
    Additional Cash Received
    Sales Tax, VAT, HST/GST Received $0 $0 $0
    New Current Borrowing $0 $0 $0
    New Other Liabilities (interest-free) $0 $0 $0
    New Long-term Liabilities $0 $0 $0
    Sales of Other Current Assets $0 $0 $0
    Sales of Long-term Assets $0 $0 $0
    New Investment Received $0 $0 $0
    SUBTOTAL CASH RECEIVED $74,000 $79,000 $85,000
    Expenditures Year 1 Year 2 Year 3
    Expenditures from Operations
    Cash Spending $42,000 $42,000 $45,000
    Bill Payments $27,000 $28,000 $31,000
    SUBTOTAL SPENT ON OPERATIONS $69,000 $70,000 $76,000
    Additional Cash Spent
    Sales Tax, VAT, HST/GST Paid Out $0 $0 $0
    Principal Repayment of Current Borrowing $0 $0 $0
    Other Liabilities Principal Repayment $0 $0 $0
    Long-term Liabilities Principal Repayment $0 $0 $0
    Purchase Other Current Assets $0 $0 $0
    Purchase Long-term Assets $0 $0 $0
    Dividends $0 $0 $0
    SUBTOTAL CASH SPENT $69,000 $74,520 $80,482
    Net Cash Flow $21,000 $23,000 $25,000
    Cash Balance $27,000 $30,000 $33,000

    8.5 Projected Balance Sheet

     Pro Forma Balance Sheet    
    Assets Year 1 Year 2 Year 3
    Current Assets
    Cash $275,000 $308,000 $338,800
    Accounts Receivable $24,000 $26,880 $30,213
    Inventory $4,300 $4,816 $4,900
    Other Current Assets $1,000 $1,000 $1,000
    TOTAL CURRENT ASSETS $282,000 $315,840 $355,004
    Long-term Assets
    Long-term Assets $10,000 $10,000 $10,000
    Accumulated Depreciation $19,400 $21,728 $24,444
    TOTAL LONG-TERM ASSETS $24,400 $27,328 $30,744
    TOTAL ASSETS $294,000 $329,280 $370,440
    Liabilities and Capital Year 4 Year 5 Year 6
    Current Liabilities
    Accounts Payable $18,700 $20,944 $23,541
    Current Borrowing $0 $0 $0
    Other Current Liabilities $0 $0 $0
    SUBTOTAL CURRENT LIABILITIES $19,000 $21,280 $23,919
    Long-term Liabilities $0 $0 $0
    TOTAL LIABILITIES $15,000 $16,800 $18,883
    Paid-in Capital $30,000 $30,000 $31,000
    Retained Earnings $53,000 $57,770 $63,547
    Earnings $193,400 $210,806 $231,887
    TOTAL CAPITAL $285,000 $310,650 $341,715
    TOTAL LIABILITIES AND CAPITAL $300,000 $329,280 $370,440
    Net Worth $293,400 $319,806 $351,787

    8.6 Business Ratios

     Ratio Analysis        
    Year 1 Year 2 Year 3 INDUSTRY PROFILE
    Sales Growth 7.25% 8.03% 8.90% 3.00%
    Percent of Total Assets
    Accounts Receivable 9.21% 10.20% 11.31% 9.80%
    Inventory 5.39% 5.97% 6.62% 9.90%
    Other Current Assets 2.11% 2.34% 2.59% 2.40%
    Total Current Assets 149.80% 151.00% 152.00% 158.00%
    Long-term Assets 11.55% 11.60% 11.64% 12.00%
    TOTAL ASSETS 100.00% 100.00% 100.00% 100.00%
    Current Liabilities 4.90% 4.94% 4.98% 4.34%
    Long-term Liabilities 0.00% 0.00% 0.00% 0.00%
    Total Liabilities 7.59% 7.65% 7.72% 7.38%
    NET WORTH 100.45% 101.25% 102.19% 110.00%
    Percent of Sales
    Sales 100.00% 100.00% 100.00% 100.00%
    Gross Margin 94.60% 97.15% 99.87% 99.00%
    Selling, General & Administrative Expenses 93.56% 96.09% 98.78% 97.80%
    Advertising Expenses 1.52% 1.56% 1.60% 1.40%
    Profit Before Interest and Taxes 41.50% 42.62% 43.81% 33.90%
    Main Ratios
    Current 34 35 36 32
    Quick 33 33.8 34.645 33
    Total Debt to Total Assets 0.18% 0.18% 0.17% 0.40%
    Pre-tax Return on Net Worth 74.08% 74.89% 75.00% 75.00%
    Pre-tax Return on Assets 96.30% 101.12% 106.17% 111.30%
    Additional Ratios Year 1 Year 2 Year 3
    Net Profit Margin 33.56% 34.60% 35.67% N.A.
    Return on Equity 55.80% 57.53% 59.31% N.A.
    Activity Ratios
    Accounts Receivable Turnover 7.7 7.8 7.8 N.A.
    Collection Days 100 100 100 N.A.
    Inventory Turnover 32.4 34.02 35 N.A.
    Accounts Payable Turnover 15.6 16 16.3 N.A.
    Payment Days 27 27 27 N.A.
    Total Asset Turnover 2.5 2.5 2.6 N.A.
    Debt Ratios
    Debt to Net Worth -0.04 -0.03 -0.04 N.A.
    Current Liab. to Liab. 1 1 1 N.A.
    Liquidity Ratios
    Net Working Capital $244,000 $257,664 $272,093 N.A.
    Interest Coverage 0 0 0 N.A.
    Additional Ratios
    Assets to Sales 0.85 0.87 0.89 N.A.
    Current Debt/Total Assets 1% 0% 0% N.A.
    Acid Test 29 29.12 29.16 N.A.
    Sales/Net Worth 2.1 2.2 2.2 N.A.
    Dividend Payout 0 0 0 N.A.


    • What is the B2B business plan?

    A B2B business plan is a detailed document that explains the major aspects of your business, how you plan to start and run it, and where and how much you intend to spend to ensure long-term sustainability.

    To get a better idea of what a B2B business plan template is, you should study some B2B business plan examples. For a generic idea, this B2B business plan sample is also good to go.

    • What are the 4 types of B2B?

    The 4 types of B2B markets are: 

    1. Producers
    2. Government
    3. Institutions 
    4. Resellers

    Download B2B Business Plan Template From Here