Marketing homework
bryansbb
SampleClientEval.docx2/2/2025
XYZ International Inc.
Team members
J
Wyle E Coyote Bugs Bunny Jessica Rabbit Lois Lane Clark Kent Popeye the Sailor Olive Oil
2/2/2025
????Side Consultants
Table of Contents
Executive Summary
SWOT Analysis
Competitive Analysis
Key Competitors
Market at a Glance
Competitive Analysis – Marketing
Competitive Analysis – Operations
Competitive Analysis – Finance
Key Economic Indicators
Interest Rate Forecast
Unemployment Forecast
Recommendations & Conclusions
Marketing
Operations
Finance
Appendix
????Side Consultants
XYZ International Inc.
· Executive Summary – A one page overview of the client, the clients business some PSU legalese and a summary of what was not looked at (See below)
XXXXXX (hereafter referred to as “Client”) was founded by XXXXX XXXXXX in 2012. Originating primarily in China, India and the Middle East, Threading is a centuries old method of shaping and removing unwanted hair on the eyebrows, facial area and other parts of the body. XXXXXX is a licensed esthetician who has mastered this ancient art and has over 25 years of experience. Prior to the inception of the Client’s enterprise, XXXXXX worked for many years out of her home doing threading for family and friends, until she decided to share with others her skill and passion for the art and began offering her services to the general public inside XXX Salon near XXXXXXX in Tigard, Oregon.
Other services provided by the Client include facials, waxing, eyebrow and eyelash tinting. Additionally, the Client also offers their own line of cosmetic products, which includes organic castor oil, grape seed oil, and a kit for maintenance of the eyebrows between services. Likewise, a substantial part of the growth plan is the evolution of a threading teaching facility within a larger space than the Client currently occupies. Future endeavors include the publishing of a book centered on the history of Threading and potential incorporation of activities of a nonprofit affiliate.
The Client applied for and was accepted to the Portland State University Capstone Strategic Management program. Westside Consultants (“Consultants”), a group of students in Section BA 495-001 Spring 2063, conducted a thorough review of the Client’s business platform, including a SWOT analysis, marketing studies, financial forecasts and operational reviews, as well as strategic conclusions and recommendations. The work product contained herein is archetypical of client and third party oral representations and written documents, visual observations, internet searches and other means of data compilation. The Consultants specifically focused on evaluating the propriety of relocating the Client’s business from its current location to three other potential sites, as well as a marketing plan that better suits the concept of a retail storefront operation. The other conclusions and recommendations that follow are based upon the pursuit of that emerging retail model. Due to time and logistical constraints, the Consultant’s did not fully evaluate the merits of book publishing by the Client, nor was any consideration given to incorporating a nonprofit enterprise into the current operation. Finally, there was minimal weight given to a scenario in which the Client remained in its current facility, given that the lease on said property expired prior to the issuance date of this report.
SWOT ANALYSIS
· SWOT Analysis – The SWOT Chart
S/B somewhat colorful, brief and to the point…this is just suggested formatting so be original and no using screenshots!
J
· Strengths, Weaknesses, Opportunities & Threats– A sample outline expanding on the chart above…
S
Expertise –The client is considered a subject matter expert...(blah, blah, blah…no more than four sentences!)
S
New Product –The client’s cutting edge product…(blah, blah, blah… no more than four sentences!)
S
Location –The client’s facility is located on a high traffic…(blah, blah, blah… no more than four sentences!)
Other Strengths include: Quality Control, years in the industry, uniqueness of product…(blah, blah, blah…!)
W
Expertise –The client is not considered a subject matter expert...(blah, blah, blah…no more than four sentences!)
W
New Product –The client is considered a subject matter expert...(blah, blah, blah…no more than four sentences!)
W
Expertise –The client is considered a subject matter expert...(blah, blah, blah…no more than four sentences!)
And so on with Opportunities and Threats…
Competitive Analysis
Key Competitors
Location Specialty Customers/Clients/Users Annual Revenue
|
Portland, OR |
Steel wires, Aluminum |
15k |
$2.8 mil |
|
Cleveland, OH |
Steel wires, Aluminum, Titanium |
105k |
$27.8 mil |
|
Redding, CA |
Steel wires, Titanium |
1.1 mil |
$248.8 mil |
|
Islip, NY |
Titanium, Aluminum |
3.4 mil |
$644.2 mil |
Market at a Glance
Overall Market Summary
Sales are increasing!
– The market for this product has increased by blah…..
This part of the paper is largely the “who” part of your discussion boards. This includes the market of the clients product or service in broad terms!
Marketing
Client’s Marketing Efforts (or proposed) – The Client currently deploys a combination of social media along with search engine optimization (SEO) as well as direct sales methodology (cold calling, etc…) While there have been some successes in this approach , the Clients competitors appear to reach more key customers (Stray Cats) at a lesser cost.
However, the consultants closely analyzed (Blah, blah……………
In sum, the Client is standing toe to toe with much larger competitors, but as mentioned in the SWOT analysis, this could be problematic in the future (Blah, Blah……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………..)
What we wanna do here is describe what the client is up
against marketing wise. What types of methods are used by the
competition? Is it wreaking havoc on the client or other
competitors? Lotta questions to be answered here so use 2-3 pages
including lots of graphs that pique the clients interest!
Operations
Client’s Operational Challenges – The Client operations are currently located in a 10.000 square foot industrial park in Portland, OR, within the Southeast Business district. The cost of occupancy on a square foot is at the mid-range when compared to the rest of the metropolitan area. A survey conducted by Melvin Mark LLC indicates that these costs could rise dramatically in the future. (Blah, blah……………
In sum, the Client has somewhat of an advantage when compared to the competitors in this regard (Blah, Blah……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………..)
What we wanna do here is describe what the client is up
against operationally. Is the cost of labor and/or occupancy in the
area that the client is located? What are the trends and forecasts?
No conclusions here, but lots of insight so use 2-3 pages
including lots of graphs…
Finance
Client’s Financial Analysis – The Client currently deploys a combination of social media along with search engine optimization (SEO) as well as direct sales methodology (cold calling, etc…) While there have been some successes in this approach , the Clients competitors appear to reach more key customers (Stray Cats) at a lesser cost.
However, the consultants closely analyzed (Blah, blah……………
In sum, the Client is standing toe to toe with much larger competitors, but as mentioned in the SWOT analysis, this could be problematic in the future (Blah, Blah……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………..)
What we wanna do here is describe what the client is up
against financially. What types of methods are used by the
competition? Is it wreaking havoc on the client or other
competitors? Lotta questions to be answered here so use 2-3 pages
including lots of graphs…
Key Economic Indicators
Interest Rates
Client’s Financial Analysis – There are several widely published inflation indices. (why is this important to the client……………… (Blah, blah……………
This should be a summation of a threat or opportunity
that ties to some leading economic indicator, which are
government published indexes or data used to gauge the movement of an industry as a whole
Recommendations & Conclusions
Marketing
Client’s Marketing Efforts – The Client currently deploys a combination of social media along with search engine optimization (SEO) as well as direct sales methodology (cold calling, etc…) While there have been some successes in this approach , the Clients competitors appear to reach more key customers (Stray Cats) at a lesser cost.
However, the consultants closely analyzed (Blah, blah……………
In sum, the Client is standing toe to toe with much larger competitors, but as mentioned in the SWOT analysis, this could be problematic in the future (Blah, Blah……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………..)
What we wanna do here is fix what you have identified in the SWOT marketing wise. Lotta questions to be answered here so use 2-3 pages
including lots of graphs that pique the clients interest!
Operations
Client’s Operational Challenges – The Client operations are currently located in a 10.000 square foot industrial park in Portland, OR, within the Southeast Business district. The cost of occupancy on a square foot is at the mid-range when compared to the rest of the metropolitan area. A survey conducted by Melvin Mark LLC indicates that these costs could rise dramatically in the future. (Blah, blah……………
In sum, the Client has somewhat of an advantage when compared to the competitors in this regard (Blah, Blah……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………..)
What we wanna do here is fix what you have identified in the SWOT operationally wise. Lotta questions to be answered here so use 2-3 pages
including lots of graphs that pique the clients interest!
…
Finance
Client’s Financial Analysis – The Client currently deploys a combination of social media along with search engine optimization (SEO) as well as direct sales methodology (cold calling, etc…) While there have been some successes in this approach , the Clients competitors appear to reach more key customers (Stray Cats) at a lesser cost.
However, the consultants closely analyzed (Blah, blah……………
In sum, the Client is standing toe to toe with much larger competitors, but as mentioned in the SWOT analysis, this could be problematic in the future (Blah, Blah……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………..)
What we wanna do here is describe financial effect of the marketing and operational plan! Also included is resources for debt or equity!.
Appendix
All spreadsheets, works cited, expansive data ends up here!
