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Generally, this group has 35%-45% of their portfolio in stocks, the remaining percentages in other types of investments. million (household worth): These customers are upper middle class to upper class. They have amassed over $1 million in savings and are fairly savvy investors (themselves or the people they hire). These people are generally concerned about the rate of return of their investments but also have environmental concerns. 4. Explain your product and/or service. Here's where you can go into detail about what you're selling and how it benefits your customers.
If you aren't able to articulate how you'll help your customers, then your business idea may not be a good one. Start by describing the problem you're solving. Then, go into how you plan to solve it and where your product or service fits into the mix. Finally, talk about the fax number list competitive landscape: What other companies are providing solutions to this particular problem, and what sets your solution apart from theirs? Example of a "Products and Services" section (from Bplans): AMT provides both computer products and services to make them useful to small business. We are especially focused on providing network systems and services to small and medium business.
The systems include both PC-based LAN systems and minicomputer server-based systems. Our services include design and installation of network systems, training, and support. Product and Service Description In personal computers, we support three main lines: 1. The Super Home is our smallest and least expensive line, initially positioned by its manufacturer as a home computer. We use it mainly as a cheap workstation for small business installations. Its specifications include ..additional specifics omitted The Power User is our main up-scale line. It is our most important system for high-end home and small business main workstations, because Its key strengths areIts specifications include .dditional specifics omitted] 3. The Business Special is an intermediate system, used to fill the gap in the positioning. Its specifications include ..additional specifics omitted] In peripherals, accessories and other hardware, we carry a complete line of necessary items from cables to forms to mousepads .additional specifics omitted In service and support, we offer a range of walk-in or depot service, maintenance contracts and on-site guarantees. We have not had much success selling service contracts.