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


The desire of entrepreneurs to promote their product or service can make a good profit if you open an email marketing studio. The competition in this area is quite high, so if you decide to become an owner of such an enterprise, you will have to think through every nuance in detail. But the use of our email marketing studio business plan will make it less stressful for you and not so risky.

Email marketing is the promotion of company products through emails. A marketer collects a subscriber base, prepares newsletters, personalizes them, and monitors performance. In addition to direct sales, mailings perform many other essential functions; for example, train subscribers to use the product correctly and revitalize asleep users.

A high-quality email marketing studio business plan template will allow the owner to calculate the cost of launching a project at the initial stage and will help predict its development over the next five years. It will point out the pros and cons of your business, compare it with competitors in this area. Also, our email marketing studio business plan will give the entrepreneur some tips on how to understand the potential customers and turn them into permanent.

Our templates will teach you how to position yourself in the email marketing area effectively. All components of the email marketing studio business plan contain panels, graphs, and charts that are easy to adjust. Each document is also available for download in a convenient and accessible format. Our template includes monthly studio expenses and other necessary business calculations in financial charts and reports.

That email marketing studio business plan is what will show you the right path to becoming a successful business. And our templates will help you plan your growth and quickly reach the right level.

Email Marketing Agency Financial Plan Template Will Help You

  • Prevent Misunderstandings
  • Create Several Scenarios
  • Be Able To Project Forward How Much Cash You'll Have
  • Estimate incoming cash for next periods
  • Get on top of accounts receivable
  • Predict cash shortages and surpluses
  • Manage surplus cash
  • Foster Alignment Within The Team
  • Avoid cash flow problems
  • For Tax Planning

Email Marketing Agency Financial Plan Excel Template Benefits

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

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.|

Sales Funnel
Visitors (Leads) to Customers conversion ratio essential for you too? That is why this template has a sales funnel where leads are converted into customers. So, why don't you use a 3-step sales funnel integrated into the model to make correct assumptions about your sales funnel?

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.

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.

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.

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

Email Marketing Agency Financial Plan Excel Template Reports

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

Break-Even Analysis
5-year break-even analysis clearly presented with a chart and numeric

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.

Pre-built Integrated Financial Statement Structure
Automatically creates 5-year financial projections, proforma, financial statements, and financial ratios in GAAP or IFRS formats

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

Get a robust, powerful Financial Model which is fully expandable
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.

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

2 valuation methods
DCF with Long Term Growth DCF with Multiple The standard and most traditional methods according to which a company is worth the cash that it’s going to generate in the future

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

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

Financial reports
This template is a powerful tool that contains many reports for understanding the financial performance of your business.

Save Time and Money
Excel-Financial-Model allows you to start planning with minimum fuss and maximum of help. No writing formulas, no formatting, no programming, no charting, and no expensive external consultants. Plan the growth of your business instead of fiddling around with expensive techy things.

Customer Reviews

No reviews yet

Product Specs:

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