Would you like to pay less per template? Visit our promotional bundles page!


Do you like activities related to the Internet environment? Do you dream of becoming a successful businessman in this field? Then an excellent option for you would be to open a digital strategy agency. So, you will be involved in the research of competitors of your clients, target audience, sources of business growth. It is you who will create a plan to achieve the goals of the company using digital tools, as well as formulate and implement digital opportunities that will give your customers a competitive advantage. And we will help you with the launch and organization of the enterprise by developing a high-quality business plan for a digital strategy agency.

The advantage of our templates is, first of all, that you do not need any particular financial or business skills to create such a document. Our experts did everything for you. All that required to launch the project is to follow our detailed digital strategy agency business plan.

We offer you a complete business model of the enterprise. It includes marketing research, analysis of investment attractiveness of the start-up, its financial planning. You will have a five-year business forecast on hand. You will be aware of the workload, the cost of launching a digital strategy agency, and other useful calculations.

Of course, an effective digital strategy should be based on facts, reliable economic data, insightful business judgment, and a pragmatic approach to the technology itself. It is it that will help determine the starting position in the market online, and also to better understand consumers and clients. And it is you who will help other companies with this issue, and we, in turn, will help you to launch and successfully manage the project using the business plan of the digital strategy agency.

Digital Strategy Agency Financial Plan Template Will Help You

  • Evaluate Your Business
  • Identify Your Inflows and Outflows
  • Create Flexible, 5-Year Expense Assumption Plan
  • Make sure that the business can afford to pay
  • Look More Serious For Outsiders
  • Better decision making
  • See Where The Cash Is Coming In and Going Out
  • Manage surplus cash
  • Plan for Future Growth
  • Run different scenarios

Benefits of using a Digital Strategy Agency Financial Plan Excel Template

5 years forecast horizon
Generate fully-integrated projections for 5 years (on a monthly basis). Automatic aggregation of annual summaries on outputs tabs.

Customers Lifetime
Short project lifecycle? Sounds familiar? Yeah, your customers will not stay with you forever. To cover this, you have the customer's lifetime assumption in place. Adjust it to your needs by service kinds you provide. And the model will take care of the rest.

Customers Distribution
If your agency provides multiple services, then you need to distribute newly acquired customers by services. And yes, your customers might use two or more services. That is why you are not limited to 100% in total.|

Starting Point
Do you need to assume for existing clients in your forecast? Just put the numbers to the right of service names, and you are ready for the next steps.

Marketing Budget
Well, agencies spend marketing budgets to acquire new customers. Surprised? That is a fact. You would need to enter a marketing budget and a cost per visitor (lead). This way, you will forecast the count of visitors (leads) for your agency.

Most agencies have to adapt to seasonality trends. This template will help you adjust to seasonality. Just enter 100% in total for a year by month to distribute the marketing budget, which drives the newly acquired customers.

Forecast Personnel Demand
Count of new customers drives new employees? Sounds familiar? If so, this template has an option to forecast people who work directly with the customers. Just enter the employees' ratio you require per one new/active customer to forecast the employees count needed. And don't forget to enter for an annual salary, bonuses, and taxes.

Confidence in the future
Using our financial model, you can effectively plan, prevent risks, manage stocks and cash flows and foresee your prospects for the next 5 years.

Digital Strategy Agency Financial Plan Excel Template Reports

Works for startups
Creates a financial summary formatted for your pitch deck

All in One Place
Includes all required forecasting reports containing assumptions, profit and loss accounts (income statements), cash flow projections & statements, balance sheets, performance reviews and summaries for months, quarters and years (incl. numerous graphs and KPIs).

Profit and Loss Statement
It indicates how much an enterprise earns, its income and expenses and its ability to gain money.

Operational performance graphs
Here you may visually track your key performance indicators in the form of charts.

Break-even point calculation
This indicator is calculated at the begin of each startup for understanding whether it is appropriate for doing this kind of business. It shows what revenue should be to cover all the costs of doing business, including taxes. When it is reached, the company begins to bring in profits, which means that the investments made in the startup start to pay off.

Industry benchmarks
Comparison of performance indicators in the model and in the industry.

Capitalization table
Shareholder’s ownership dilution is calculated here. This tab consists of 4 rounds of financing.

Cash Flow Statement
It is one of the most important reports because the main goal of each business is to generate cash flow. It shows how much you have consolidated money, how much is not enough when you need to attract additional financing.

Top Expenses
This tab displays your 4 biggest expense categories and the rest of the expenses as the “other”.

Top Revenue
Analysis of the revenue streams by each product category

Financial performance KPIs
Here you can visually track key financial indicators over the five years period as well as 24 months period.
- EBITDA/EBIT shows your company's operational performance
- CASH FLOWS shows your company's inflows and outflows
- CASH BALANCE this is the forecast of cash in hand you will have.

Build your plan and pitch for funding
Impress bankers and investors with a proven, solid financial model that impresses every time.

Customer Reviews

No reviews yet

Product Specs:

  • Editable Files
  • Instant Download
  • Works on MAC and PAC
  • All Excel Versions