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The Market Toolbox

Adapted from content excerpted from the American Express® OPEN Small Business Network


Worksheet *

Create a Customer Profile (pdf)

This worksheet can help you identify common characteristics for your customer base.

Downloadable Template *

Sales Projections (pdf)

This downloadable spreadsheet is designed to help you determine your numbers for various sales scenarios.

Samples

Market Size

Here's the market size/trends statement for an office designer targeting home-based workers in the Philadelphia area.

Competitive Analysis

East End Camera, a photography store, has a wide range of different competitors. See their analysis.

Estimated Sales Summary

See how Acme Public Relations, a high-tech PR start-up, summarizes its projected sales.

Glossary

How to Research your Industry and Competition

Tips, hints and sources for tracking down up-to-date, reliable information about your market, your industry, and your competitors.

* Note on downloading: Worksheets are RTF (Rich Text Format) files which are compatible with most word processing programs. Templates are Microsoft Excel files. PDF (Portable Document File) versions of worksheets and templates are also available. PDF documents can be viewed using Adobe Acrobat Reader software, which can be downloaded from the Adobe site.

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Bette Daoust  |  June 23, 2016
Thanks for the great example of a marketing strategy statement, we have been able to use this as a template for our own statement. -Dr. Bette Daoust
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Abdulkadir Muhammad  |  August 17, 2015
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Alex Shakaryan  |  October 13, 2014
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Gopal krishna Debnath  |  November 28, 2013
customer is the focal person of a business, hence he/she should be properly honored and addressed. clear description of the product is very important so that actual customer get the real and to the point information.
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Sandeep Chandra  |  February 03, 2011
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Muhammad Hamayun  |  December 09, 2010
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moqassalamin amin  |  September 01, 2010

 

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