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 *
This downloadable spreadsheet is designed to help you determine your numbers for various sales scenarios.
Samples
Here’s the market size/trends statement for an office designer targeting home-based workers in the Philadelphia area.
East End Camera, a photography store, has a wide range of different competitors. See their analysis.
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.
Copyright © 1995-2016, American Express Company. All Rights Reserved.