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Coffee Shop Business Plan PDF Free Download

Starting a Coffee Shop Business
Free Small Business Templates and Tools
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How to Start a Coffee Shop Business Plan PDF - Free Book

Are you considering starting a Coffee Shop Business and are in need of a successful coffee shop business plan pdf? if yes, you'll find this free book to be extremely helpful.

This is a practical guide that will walk you step by step through all the essentials of starting your business. The book is packed with guides, worksheets and checklists. These strategies are absolutely crucial to your business' success yet are simple and easy to apply.

Don’t Start a New Bar Business Unless You Watch This Video First!

Checklist for Starting a Business: Essential Ingredients for Success

If you are thinking about going into business, it is imperative that you watch this video first! it will take you by the hand and walk you through each and every phase of starting a business. It features all the essential aspects you must consider BEFORE you start a business. This will allow you to predict problems before they happen and keep you from losing your shirt on dog business ideas. Ignore it at your own peril!

Here’s a Valuable Free Gift for You
This is a high quality, full blown business plan template complete with detailed instructions and all related spreadsheets. You can download it to your PC and easily prepare a professional business plan for your business.
Click Here! To get your free business plan template

The Single Most Important Ingredient for Business Success

The first and most important thing you need to acquire in order to succeed in a small business is... knowledge.

Sounds exaggerated? Listen to this...

According to research conducted by Dun & Bradstreet, 90% of all small business failures can be traced to poor management resulting from lack of knowledge.

This is backed up by my own personal observations. In my 31 years as a business coach and consultant to small businesses, I've seen practically dozens of small business owners go under and lose their businesses -- not because they weren't talented or smart enough -- but because they were trying to re-invent the wheel rather than rely on proven, tested methods that work.

Conclusion: if you are really serious about succeeding in a business... If you want to avoid the common traps and mistakes... it is absolutely imperative that you acquire the right knowledge.

"Why Invent Mediocrity, When You Can Copy Genius?"

That's an excellent quote I picked up from a fellow business owner a few years back. What this means is that you should see what is working and try to duplicate it. Why go through all the trouble of inventing something new, that you don't even know will ever work, when you can easily learn from and duplicate something that has been a proven success?

[ Note: One of the BIGGEST mistakes almost all new businesses make is that they WASTE tons of valuable time, energy and money on trying to create something "new", that has never been tested or proven... only to find out later that it was a total loss. Don't make the same mistake! ]

Hi! My name is Meir. I'm the founder and president of, a successful Internet based information business. I'm also the author of numerous books, mostly in the area of small business management.

I've been involved in small business for the past 31 years of my life, as a business coach, manager of a consulting firm, a seminar leader and as the owner of five successful businesses.

During my career as a business coach and consultant I've helped dozens of business owners start their businesses, market, expand, get out of troubles, sell their businesses and do practically every other small business activity you can think of.
You see, I have been there .... done it ... and bought the Small Business t-shirt! -- This free book contains techniques and strategies I've learned during my 31 year small business career.

Here's what you'll discover in the 'How to Start a Coffee Shop Business' book:

How to determine the feasibility of your business idea - a complete fill in the blanks template system that will help you predict problems before they happen and keep you from losing your shirt on dog business ideas.

A detailed manual that will walk you step by step through all the essential phases of starting your business

A complete successful coffee shop business plan pdf template. This fill-in-the-blanks template includes every section of your business plan, including Executive Summary, Objectives, SWOT Analysis, Marketing Analysis and Strategy, Operations Plan, Financial Projections and more (a similar template is sold elsewhere for $69.95).

All this and much much more.

Success Tip: Setting Goals

Good management is the key to success and good management starts with setting goals. Set goals for yourself for the accomplishment of the many tasks necessary in starting and managing your business successfully. Be specific. Write down the goals in measurable terms of performance. Break major goals down into sub-goals, showing what you expect to achieve in the next two to three months, the next six months, the next year, and the next five years. Beside each goal and sub-goal place a specific date showing when it is to be achieved.

Plan the action you must take to attain the goals. While the effort required to reach each sub-goal should be great enough to challenge you, it should not be so great or unreasonable as to discourage you. Do not plan to reach too many goals all at one time.

Establish priorities. Plan in advance how to measure results so you can know exactly how well you are doing. This is what is meant by "measurable" goals. If you can’t keep score as you go along you are likely to lose motivation. Re-work your plan of action to allow for obstacles which may stand in your way. Try to foresee obstacles and plan ways to avert or minimize them.

Click here! to download your coffee shop business plan pdf book for free

Here're other free books in the "how to start a business" series that may interest you:

Agriculture Assisted living Auto repair Bakery Bar Beauty salon Bed and breakfast Bookkeeping Boutique Bowling alley Carpet cleaning Car wash Catering Cattle farming Charity Cleaning Coffee shop Computer repair Construction Consulting Convenience-store Cupcake Daycare Dental Dog daycare Ecommerce Electrical Embroidery Engineering Farm Fashion Film Financial advisor Fitness center Flower-shop Food Food truck Franchise Frozen yogurt Furniture store Gas station Goat farming Grocery store Gym Hairdressing Hair salon Ice cream Insurance agency Interior design Internet Internet cafe IT Jewelry Landscaping Laundromat Laundry Law firm Magazine Manufacturing Microbrewery Motel-hotel Music Nightclub Nonprofit Nursery Online-retail Photography Pizza Plumbing Poultry farming Preschool Printing Private investigator Pub Real-estate Resort Restaurant Retail School Security company Service Software Spa Sports-bar Startup Supermarket Travel agency Trucking Vegetable-farming Website

Here's a Sample 'Executive Summary' for a Coffee Shop Business plan:

Thanks primarily to Starbucks, within the past 20 years the coffeehouse has become a familiar feature of American life. Every day, millions of Americans stop for an espresso-based coffee drink. People who would not have dreamed of spending more than 50 cents for a cup of coffee a few years ago now gladly pay $3 to $5 for their cappuccino, mocha latte or vanilla ice blended drink.
The specialty-coffee business is growing at a healthy pace. During the past 20 years, there has not been a single year, despite war and recession, in which specialty coffee sales have not grown. In many years the increase has been in double digits. In addition, no coffeehouse chains have failed during this time, although the list of casualties in other industries is quite long.
Starbucks, The Coffee Bean, Peet's, Diedrich's and other major chains serve average quality drinks in establishments that have the same generic design appearance. Indeed, Starbucks and The Coffee Bean are often referred to as "fast food" coffeehouses due to their "cookie cutter" design. Now that Americans' coffee preferences have broadened and matured, many are asking for more from their coffeehouse.
A niche exists that has yet to be filled for a high-volume, convenient, quality-driven coffeehouse with that operates as a drive-through coffee house. [Company Name] meets this need and fills this niche. The company offers high-quality products in friendly and convenient environment for the customer on the go. Furthermore, the high-profile location in Niceville, Florida provides a mixed customer base that will maintain high levels of business in every season, at all times of the day, every day of the week.
[Company Name] offers a variety of items; however the company's forte is its coffee, lattes and frappes.  [Company Name] coffee is smooth without a burnt aftertaste.  [Company Name] offers fresh baked cookies, homemade fresh baked daily bagels, fresh baked brownies, crumb cakes and cheesecakes.  [Company Name] is a small community-oriented family owned business that caters to the local area residents and tourists in the Niceville area.  [Company Name] also offers flavored iced teas and lemonades, snow cones and all natural fruit smoothies.  The shop is a drive-through only operation that caters to those on the go!  [Company Name] is conveniently located close to Eglin AFB, Niceville High School; the company is also directly on the main through-fare into Eglin Air Force Base. 
[Company Name] is a privately held corporation owned and operated by [Name]. The company was formed in February of 2009.
The purpose of this business plan is to attain grant funding in the amount of $615,000 to expand the company to operate from more than one location and venue, provide mobile coffee service to community and entertainment events and festivals, upgrade current equipment and have adequate inventory on tap.  In addition, the Niceville area is slated to have 8,000 new family members by 2012 and still growing and there a several areas that have no other coffee shop on the travel routes into Eglin AFB.  This alone will add more jobs to our local community as well.
[Company Name]
[City, State  ZIP]
Tel. XXX-XXX-XXXX                

1.1 Objectives

  • Make [Company Name]the number one destination for coffee in [City]
  • Sales of $600,000+ the first fiscal year, $750,000+ the second fiscal year and $1 million the third fiscal year
  • Achieve a 15% net profit margin within the first year and 30% by FY3
  • Achieve a total net profit of $150,000+ in FY1 and $200,000+ by FY3
  • Be an active and vocal member of the community, and provide continual re-investment through participation in community activities such as the Chamber of Commerce and financial contributions to local charities and youth organizations
  • Create a solid concept in the industry and track performance in order to begin expanding to other markets within six months.

1.2 Mission

[Company Name]'s goal is to be the coffeehouse of choice for the local Niceville, Florida community, downtown business workers, tourists who visit the city and students by providing a higher quality experience than any competitor.  As a result, [Company Name] intends to own a coffeehouse that quickly achieves higher profitability and sustains an attractive rate of return.

1.3 Keys to Success

The keys to our success will be:

  • A superior-tasting product backed by a unique quality store
  • A relaxing, upscale interior design
  • Prime site selection with an upscale affluent population, year-round tourist activity, heavy pedestrian traffic by the site, a dynamic student population and a concentration of local businesses
  • A market that exposes [Company Name] to high-profile "trend-setters" and "key influencers"
  • Ongoing, aggressive marketing
  • Highly trained and friendly staff
  • Multiple revenue streams including gift items, gift baskets and coffee gift/frequency cards in addition to coffee, pastry, chocolates, tea, juice, water and soft drinks
  • Being a convenient drive-through only establishment, standing out to be available to customers on the go. 

[Company Name] launches with its first drive-through coffeehouse located in Niceville. [Company Name] offers residents and visitors a totally new style of coffeehouse - one offering a uniquely flavorful coffee drink that can be delivered from the drive-through window to the car for the customer on the go.

  • Variety: No other coffeehouse in the area will provide the range of coffee drinks, tea, cocoa, juice, smoothies and other products that [Company Name] does.
  • Location: [Company Name] is conveniently located close to Eglin AFB, Niceville High School, and directly on the main through-fare into Eglin Air Force Base. 
  • Convenience:  [Company Name] is a convenient drive-through location, making it a faster and efficient way for busy clientele to get high quality and products without having to worry about parking, juggling items or time away from appointments, school, work etc.

Better Customer Service - Service with a smile
The [Company Name] staff members who prepare the coffee (baristas) are highly trained and experienced. They know how to prepare an excellent coffee drink and brew tasty and fresh coffee. The company uses the highest quality equipment and ingredients to deliver a noticeably superior product.

2.1 Company Ownership

[Company Name] is a privately held corporation owned and operated by [Name]. The company was formed in February of 2009.

2.2 Company History

[Company Name] offers a variety of items; however the company's forte is its coffee, lattes and frappes.  [Company Name] coffee is smooth without a burnt aftertaste.  [Company Name] offers fresh baked cookies, homemade fresh baked daily bagels, fresh baked brownies, crumb cakes and cheesecakes.  [Company Name] is a small community-oriented family owned business that caters to the local area residents and tourists in the Niceville area.  [Company Name] also offers flavored iced teas and lemonades, snow cones and all natural fruit smoothies.  The shop is a drive-through only operation that caters to those on the go!  [Company Name] is conveniently located close to Eglin AFB, Niceville High School; the company is also directly on the main through-fare into Eglin Air Force Base. 
[Company Name]'s employee training promotes a good attitude and the company continually instills how important the customer is to Cranky J's success.  Both [Name]and her staff get to know their customers and ensure they feel like they are part of the Cranky J’s family.  By greeting them with a friendly salutation, always thanking them and telling them to have a good day, [Company Name] stands out above the rest.  As the owner, [Name] has heard on many different occasions from customers how nice it is to stop by and get a nice smile and friendly face while getting excellent coffee.
[Name] is the owner and managing operator of this entity.  Until [Name]purchased the coffee shop in 2009 she had little to no “barista” or restaurant management experience.  However, [Name]prides herself on being a very loyal connoisseur of coffee.   Growing up, [Name]had worked in many restaurants and bars and gained the knowledge of good customer service, quality products and cleanliness.  Ms. Morrison’s passion, commitment, dedication along with her personal touch and positive energy have turned this coffee shop around and increased sales.  Her positive energy and willingness to give back to the community in which she lives, are core elements in her success for this and all future [Company Name]s.
[Name] and her husband have owned their own several small businesses in the last 20 years, which has given [Name] the experience in the management of the other businesses and employees.  [Name]has also been employed with the USAF as a civilian for the past 26 years.  [Name]has supervised employees, obtained specialized supervisor training, managed and executed million dollar budgets.  [Name]is very compassionate about any job or tasks she takes on.   [Company Name] has provided [Name]with the pride of knowing that this commodity was very much needed in the community and was launched at a time when small businesses were closing down causing many people to lose their jobs.  [Name]has stepped up to the plate to take this endeavor on and to make it grow.  
[Company Name]
[City, State  ZIP]
Tel. XXX-XXX-XXXX                

3.0 Products

[Company Name] sells high-quality specialty coffee beverages, fruit smoothies, juice, water, soft drinks, pastries, chocolates and baked goods. Despite being a drive-through coffeehouse, the company's prices are in line with the leading national chains.

How to Choose and Keep Customers

1. Do you know who your customers are?

It may sound automatic, but many businesses simply don't keep track of who actually buys their products. And, those that do, rarely analyze buying behavior. A customer database is essential. If you don't have one, create one. Start by capturing the basics: customer contact information, product preference and purchase frequency.

2. Have you ranked your customers?

Not all customers are created equal, yet most businesses treat them exactly the same. That's why you need a customer ranking system. Look at those variables that are most relevant to your business -- purchase frequency, revenue, selling costs, referral potential, and so on and score your customers accordingly. Marketing research firm CRI, for example, ranked their 157 customers using a simple quadrant that bucketed customers according to the kind of business they generated each year, i.e. High Volume/Low Margin and Low Volume/High Margin.

3. Do you know which customers are your most valuable?

The ranking exercise may help explain puzzling disparities in company performance. The 'Why aren't we growing/more profitable/gaining market share when we have more customers than we ever have?' dilemma can be crystal clear when you really look at how each customer is contributing or subtracting from the bottom line. CRI found that only 10 of its customers fell into the preferred category-High/High.

4. Do you have too many customers?

In CRI's case, they concluded they were 'spending much too much time and valuable employee resources on too many unprofitable customers' -- in fact, 101 of them essentially contributed nothing to the bottom line. Smart CEOs understand precisely who their target customers are. And, they know how to go after only the right customers. Is there room in your business to be more customer-selective?

5. Which of your customers may be worth firing?

Less can definitely be more when it comes to unprofitable customers. Like CRI, who cut its customer base in half, getting rid of some customers may be your company's secret growth strategy. Also think about the costs you would NOT incur if certain customers went away. Are some draining the business? The process of raising your customer standards and paring automatically opens space to attract the flow of new, more profitable business.

6. When is the last time you checked customer satisfaction?

If you're not regularly taking the pulse of your customers, they may be sacrificing, rather than being satisfied. 'Customer sacrifice = What the customer wants EXACTLY minus what the customer settles for' say B. Joseph Pine II and James H. Gilmore, authors of The Experience Economy. Check to see if you can shore up the areas of your product or service that may be cracking or settling.

7. Are you spending too much on finding new customers?

Determine all of the costs (people, time and dollars) you incur to grab new customers. Are more company resources focused on customer acquisition vs. customer retention? Consider putting more attention on holding on to the ones you already have. It can have a profound impact on the bottom line -- current customers are 5-10 times LESS expensive to sell to than new customers. And, you can avoid nasty customer defections due to neglect.

8. Are you actively converting first-time buyers to long-term customers?

In some businesses, such as car or life insurance and credit cards, companies actually lose money on first-year customers. Check to make sure you don't have a 'leaky bucket' --- losing mature customers and replacing them with new ones. It takes many new customers to compensate for the loss of just one veteran, according to Frederick Reichheld, author of The Loyalty Effect. And, the bigger the leak, the harder you have to work to keep it full.

9. Are you fortifying relationships with your best customers?

There are 4 strategies to keep great customers, say Don Peppers and Martha Rogers, authors of The One-to-One Future: #1) Recognize your Most Valuable Customers (MVCs) with special treatment (perks, MVC Club, unique services), #2) Reward loyal buyers, i.e. frequent buyer programs, #3) Deliver Consistent Product Quality and Satisfaction, and #4) Customize Product/Service For Individual Customers -- the ultimate way to keep customers loyal longer is to spend more time catering more to their individual tastes. What can you do to better personalize each customer's experience with you?

10. Are you earning customer loyalty?

Strategic CEOs treat customers like assets and do everything they can to invest and safe keep them. Customer loyalty standouts, such as Lexus, State Farm and MBNA, engineer their entire company (not just the customer service dept.) around customer loyalty -- manufacturing, pricing, sales incentives, and all operations inside and out are built for lifetime customers.

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