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


Are you a talented marketer dreaming of your own business? Then you should pay attention to direct marketing. This is a type of promotion, which involves the transfer of information about a product, service, or company directly to the client. Thus, the target audience receives all advertising information without intermediaries and third parties. We have created a direct marketing studio business plan, which will help you both at the project launch stage and in the process of its implementation.

Our template includes all the financial calculations to ensure the productive work of the enterprise. It will also provide the owner with a 5-year financial forecast to ensure the growth of the project without unnecessary costs. The business plan of the direct marketing studio contains all the necessary information on the organization, launch, and operation of a prosperous enterprise.

The businessman will be able to forecast profits from his commercial activity with the help of such development using the dynamic panel of income and results. The full template contains various indispensable tools for your studio, including an understandable financial model, as well as a list of all probable and mandatory expenses. Such data will help to understand the position of the start-up on the current trading platform.

We also note that if you are going to contact investors or a bank for financing your project, then you can’t do without a direct marketing studio business plan. It will become a kind of guarantee of your focus on development and results.

Do you want to turn your marketing talent into real money, but don’t know where to start? Are you afraid that you will not succeed? Don’t worry, because you know everything about direct marketing, and we know everything about successful business planning. And together, we can bring your project to prosperity.

Direct Marketing Agency Financial Plan Template Will Help You

  • Sell Your Business
  • Be Able To Project Forward How Much Cash You'll Have
  • Forecast Revenues And Expenses
  • Document Your Marketing Plan
  • Estimate incoming cash for next periods
  • Optimize the Timing of Accounts Payable and Receivable
  • Avoid cash flow problems
  • Establish Milestones
  • External stakeholders such as banks may require a regular forecast.
  • Understand the impact of future plans and possible outcomes

Direct Marketing Agency Financial Plan Excel Template Benefits

Get a robust, powerful financial model which is fully expandable
This well-tested, robust and powerful Excel template is your solid foundation to plan a wide range of different business models. Advanced users are free to expand and tailor all sheets as desired, to handle specific requirements or to get into greater detail.

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.

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.

Forecast Revenues
Does your agency charge a flat monthly fee from customers? Great! This template built especially for this kind of agency with the flat fee-based business model.
Just enter flat fee by years and by service. And your agency revenue forecast is ready.

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.|

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.

Update anytime
You can easily adjust inputs at the launch stage and throughout the further activities of your store to refine your forecast.

Direct Marketing Agency Financial Plan Excel Template Reports

Simple and Incredibly Practical
Simple-to-use yet very sophisticated financial planning tool. Whatever size and stage of development your business is, with minimal planning experience and very basic knowledge of Excel you can get complete and reliable results. Additionally, you will receive uncompromised after-sales service and access to valuable tutorial videos and blog posts.

Pre-built Integrated Financial Statement Structure
All of the core financial statements (Balance sheet, income statement, cash flow and statement of shareholder’s capital) are precisely defined and connected with the inputs

Top Revenue
Analysis of the revenue streams by each product category.

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)

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

Break-Even Analysis
Breakeven Analysis automatically generated by breakeven timing, breakeven units, and breakeven revenue.

All-in-one Dashboard
Consists of Income Statement, Balance sheet and Cash flow statement monthly and annual information, presented both with figures and charts.

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

Valuation Report
with just a few rate inputs in the Cost of Capital, we have a Discounted Cash Flow valuation calculated

Get a robust, powerful financial model which is fully expandable
This well-tested, robust and powerful Excel template is your solid foundation to plan a wide range of different business models. Advanced users are free to expand and tailor all sheets as desired, to handle specific requirements or to get into greater detail.

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, strategic business plan that impresses every time.

Customer Reviews

No reviews yet

Product Specs:

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