Lean Business Planning

Efficient Solutions LLC

(Business Plan Outline)

Owner: Derek Giner

Contact: 3052701820

Email:[email protected]

Executive Summary

This report will take you to the very essence why Efficient Solutions LLC needs to expand and grow. Customer and business owner have a continue struggle with high utility bills but don’t know what is causing it. They continue change this out like AC’s but come back with a small ROI (return on investment). I am here to shine light into these unique situations that every property has and be able to bring you actual real data on thing you should spend your money on in order to increase not only ROI from a utility stand point but also from an investment standpoint. Customer need relief with many things but we don’t want to suggest them we want to install them and make sure it’s done correctly and efficiently. Here is a list of things we can do:

· AC and Ducts

· insulations

· Windows and Doors

· Financing and Government Grants

· Renewable options

Describe Problem and Customers

All individual struggle thru energy efficient solutions no matter of age, gender or even location. However, location can play a big role due to climate and cost of electricity per KW. So due to high utility bills customer have:

· Unplug everything from the outlet

· Turn off AC when not home

· Turn off their main breaker

· Only use one light bulb for everything

Describe Your Product/ Service

Efficient solutions LLC will provide energy audits that will bring real data to how much will it cost to upgrade or replace certain products in your home, how will you save and if it will increase property value. Every product that are suggest to be replaced we will provide with individual cost and saving on all these products which will be installed and assured proper installation by Efficient Solutions LLC. This will be available thru our website and also thru our app on all IOS and android devices in order to make it easy for customer to book an appointment and see results. Each individual customer will have their own login in order to:

· Write reviews

· See energy audit results

· Book appointments

· Make purchases after energy audit results

Market and Competition

We are currently living in a market which is continually looking how to be more efficient. As the current total market for energy efficiency is 300 billion with products and systems being 20.9% and auditing 42.7%. As this market continually expected to rise we do have some competitors like:

· CMC Energy Services-

· Known to be the most accurate

· Homeworks Energy, Inc

· Gives free LED bulbs

· Merrimack Valley Insulation and Weatherization

· caulks windows

· Spray foam

· GOV. rebates

· American Energy Advisors

· Solar

· Heat and cool

· insulation

· Pro Energy Consultants

· Good at what they do

· Efficient Solutions LLC

· Heating and cooling

· Windows

· Insulation

· Renewables

· Government rebates

· Low Financing

· Easy to use website

As you can see no company has installers all items listed under our company.

Pricing and Sales

Efficient Solutions will start with SEO and social media marketing in order to spread the news of these new product that is simple and easy to use in order to save money. This will create the traffic need in order to attract future customer to the website where they can see competitive pricing similar to today market between $200-$600 for energy audits. In the website I will be able to show customer why it makes business sense to use us versus any other competitor as I show them how they can save money by using our stream line service.

Business Model

Efficient Solutions LLC will offer a wide selection of cost effective services for your home or business that will enable the owner to not only drive utility cost lower but also increase property value. The business goal is to allow property owners the option to keep monthly cost at the same or minimal change unless the owner would like to pay for it upfront which we will provide a 10% off the invoice if they pay now. Efficient Solution LLC will not only provide Energy Audits at a competitive rate but we will also we will have a referral fee for our contractors to do work for our customers as this will work similar to a finder fee which will be 10%. The company it anticipating 80 audits a month with an average of $350 per audit it will be approximately $28,000 of gross revenue and $18,324 net which not only not include any referral fees we received as profit but it will make us profitable the very first month. We will closely monitor provide and slowly be able to develop a reserve the next 12 months in case of any economical drops or rainy days.

Product Company Development Plan/ Timeline

Efficient Solutions will begin with a very minimal overhead in order to maximize profits and minimize risk. We will take a slow and steady approach to a very demanding market which will start with Website design and SEO while focusing to capture a small portion of the market within the first year. Below you can see an 18-month timeline.

· 18 Months Timeline:

· Create website (Month#1)

· Increase marketing (Month#2-)

· Contracts with vendors (Month#1)

· Create the app (Month#2)

· Test the Beta app (Month#3)

· Starting selling to first adopters (Month#6)

· breakeven will be after the first month of sales (Month#7)

· 100K in gross income within the first year (Month#12)

· Start selling vendor products(Month#12)

· Start looking into insourcing some product installations (Month 12-18)

Funding Need

As you can see below the company we be self-funded in order to eliminate investors and risk.

· Financial Projections

· Income and Expenses first 2 years (per year)

· Revenue Forecast (per year)

· Net Income per year

Management Team

· Derek Giner

· Founder

· Utility experience

· Tai Lopez

· Entrepreneur

· Knows how to market

Exhibits

A. Financial forecast: 24 months (month by month)

B. Product Development Timeline

C. Company Development Timeline

D. Next step