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How to write an investment plan

How to write an investment plan

1. The initial investment goals for next year are as follows:

1. Improve your business level and learn more , communicate more with personnel in the department to discuss relevant investment knowledge and department work;

2. Communicate more with people in the same industry, explore and innovate investment knowledge;

3. Understand Communicate relevant information with leaders and other departments in a timely manner, and discuss it together, so as to further improve it based on the actual work of the department;

2. Increase as many customer resources as possible

1. Sincerity Politely receive interested customers and inspection groups who come to your door.

2. Go to cities where Taiwanese businessmen gather to collect customer resources, learn from other people’s successful investment cases, and draw lessons from other people’s failures, so as to achieve your own work.

3. Keep abreast of relevant industry trends through regular contact and interaction with customers.

3. Stabilize existing Taiwanese companies and introduce other mainstream brand manufacturers at the same time

1. The focus should not only be on new investments, but also serve existing enterprises and manufacturers. We send them our greetings during holidays, actively solve their practical business problems, and make them feel at home.

2. Combined with the actual situation of the department, learn more about and introduce other interested or mainstream brand manufacturers, stabilize the current existing enterprise manufacturers as much as possible, and at the same time form a stable development trend.

3. Communicate with leaders and relevant departments in a timely manner regarding relevant work to ensure correct work.

IV. Actively promote the city’s development zones so that they can be known to more Taiwanese businessmen

1. Seize every opportunity to communicate with Taiwanese businesses , let them know about the Texas Economic Development Zone and introduce to them a number of current preferential policies.

2. If there are any activities in the city or district, contact all Taiwanese businessmen you know as soon as possible and invite them to come to the development zone for on-site inspection. In the new year, I will proactively carry out investment promotion work so that my business capabilities can be more exercised and improved, and my work can achieve more outstanding results.

Through the implementation of the work plan, we can effectively improve work efficiency, give full play to personal initiative, demand ourselves with high standards, and strive to contribute to the development of the Taiwan Affairs Office’s investment promotion work.

Investment plan (1)

1. Investment principles (omitted)

Formulate relevant negotiation principles and operating procedures based on the investment strategy.

2. Investment strategy

Rely on the strong potential of the original brand in the market to easily win the trust of dealers.

The functional division of floors is based on the principles of business interaction between various brands and integrates local scientific rules.

Strictly control the level of investment brands, and use its own advantages to attract domestic and international highlight brands. This is a prerequisite to ensure grade at the overall level.

The store adopts a fixed-price leasing system and adopts high-end prices.

The store investment strategy breaks the past rigid situation where the purpose is only to attract investment.

Cooperate with relevant government departments to promote public welfare, and at the same time set up regular cultural and performance activities.

3. Brand image positioning

In view of the high level of potential consumption in this business district, the target of this investment should also have high brand awareness. Utilize systematic brand communication strategies to create a grand stage where well-known international and domestic brands gather. Taking the service branding and personalized model as the guide, we will use rapid publicity methods to enhance the image status of Teem Plaza as an industry icon and pioneer in this business district.

IV. Basic implementation plan

Basic basis for positioning

①Principles for determining brand image

Teem City’s business model and An inherent brand image is formed in the business strategy. This is a fact that cannot be easily changed in other shopping malls. However, in a stable image position, we must be good at exploring and changing it. As society advances and trends update, we must constantly adjust our business methods. , so that it will always retain the positioning of "young, fashionable and high-end" and become a model of modern shopping malls.

 ②Principle of complementarity

In the existing Teemall shopping mall, existing products are of high quality and high service standards to stabilize customers; we constantly introduce new products to create a new concept of shopping malls , to create a high-quality lifestyle for Guangzhou people.

 ③Principles of business format evolution

Traditional shopping malls are just places for shopping. With the improvement of people’s living standards and changes in consumer behavior, leisure shopping has become the mainstream, and leisure, catering, and entertainment It will greatly meet consumers' needs beyond shopping, and its scale will also catch up with the scale of shopping.

 ④ Principle of business district expansion

Because of the high-end commercial market positioning, we must fully consider the entire area around Tianhe City when positioning our consumer groups, and expand the service radius and business district. Attract more high-quality consumer groups and achieve continued prosperity of the mall.

Commercial activities (omitted)

5. Mall layout

Teemall MALL is positioned as a high-end commercial center, and its investment customer base is: 1. Internationally renowned brands. Domestic well-known brand manufacturers; 2. International chain groups.

1. Main business projects

Basement one: high-end supermarket leisure series.

First and second floors: imported cosmetics (CD, Zishengtang, Guerlain, etc.), high-end jewelry (Xie Ruilin, etc.), world-class clothing (Armani Zegna, etc.), high-end watches, high-end leather goods (Louis Vuitton, etc.) etc.), high-end handicrafts, high-end pens.

High-end women's clothing series, casual wear, handbags, women's accessories, boutique shoe stores, boutique pants stores, and women's underwear.

High-end men’s clothing series, casual and casual clothing, leather goods, men’s accessories, boutique shoe stores, boutique pants stores, men’s underwear, and ties.

Children's clothing, high-end bedding, imported jewelry stores, boutique handicrafts, sports clothing, and sports equipment.

The third and fourth floors: mobile phones, home appliances and high-tech products.

Fiveth floor: catering.

Sixth floor: entertainment and leisure.

2. Supporting items

A. Furniture, fabrics, antiques, galleries, kitchen supplies, and bookstores.

B. KFC, Japanese sushi, tea shops, bars.

6. Staffing plan:

1. One investment manager, who must have practical experience in marketing in the industry where this project is located (especially good at investment operations), understand planning, Good at management, with excellent negotiation skills and charisma.

2. There are several regional investment promotion managers, who are responsible for the work of the project investment promotion area: the regional managers should have certain experience in investment promotion operations, be good at persuasion and encouraging negotiation, and have team spirit and obedience awareness. and big-picture ideas.

3. Several regional sales managers, whose main responsibilities are to assist in market development and complete sales. The sales associate manager needs to be upright, diligent and dedicated, have good communication and organizational management skills, and be able to stay abroad.

4. Several business assistants, whose main responsibility is to help front-line investment personnel with housekeeping (materials and items, calls and letters, negotiation with visitors, information collection, etc.) and conference organization.

5. Other service staff such as copywriters, graphic designers, wiring and reception staff.

After the investment team is established, training must be carried out. On the one hand, through training, the team can understand the current status of the project, products, investment strategies and operating procedures, and it is also a process of running-in. Investment training mainly includes the following aspects:

1. Project and product knowledge so that team members have a clear understanding of the current status of the project.

2. Communication skills (such as answering the phone, reception language, negotiation skills, appearance and demeanor, etc.) to cultivate a sense of professionalism among team members.

3. Professional investment knowledge (investment process, negotiation skills, answering calls, precautions, etc.).

4. Purpose of investment promotion (description of investment strategy and interpretation of contracts, etc.).

After the investment promotion work started, we faced a lot of practical implementation work. Based on the core concept of the product, we wrote investment copywriting, formulated the "Investment Promotion Manual", formulated media release plans, prepared contract texts, and prepared various products and projects. Promotional materials, etc., necessary preparations will lay a good foundation for the implementation of investment promotion. Only by communicating effectively and mastering the negotiation and management skills of "rent seekers" can the investment promotion work be carried out smoothly.

From the time the first investment advertisement was released and the first consultation call was received, the investment promotion entered the stage of actual operation. From the first phone call made by the "rent seeker" to the signing of agreements by distributors and agents, the main partners of investment, the process of product sales is the core part of the entire investment work, which directly determines the quality and quantity of investment. , which determines the success or failure of the entire process. The main purpose is to attract good "rent-seekers" to join the company's system and jointly bring products to the market. If you want to attract "rent-seekers" to join, effective communication is very important.

The entire procedure for contacting "rent seekers" during investment promotion is generally as follows:

The first information processing (letter, phone call) - the first information reply - the second Secondary information processing (secondary letter, reply, consultation, negotiation) - second information reply (information upgrade → optional sending of substantive information) - sporadic order acceptance at the investment promotion headquarters (door-to-door negotiation, signing) - planning of investment promotion meetings, Prepare (national conferences, regional conferences) - send out conference invitations (to those who have inquired, familiar people and callers from newspapers) - receive registrations and supervise participation - convene meetings and sign contracts - supervise the performance of contracts - collect payment and deliver goods.

In this process, the first thing we face is the processing and selection of information about "rent seekers". After a good investment advertisement is released, the investment headquarters will face a large amount of feedback information. For the first call, Or send a letter, mainly pay attention to classifying the "rent seekers" according to the set investment areas, recording the rent seekers' names, addresses, phone numbers, basic conditions and problems, and at the same time sending the other party information on relevant products and projects. Basic information (including project introduction, product introduction, and arrangements for investment activities), and at the same time, key "rent-seekers" such as those who are strong in each region or operators in the industry are highlighted for comprehensive research. During this process, there is no need to give too many explanations about investment to the inquirer on the phone, and there is no need to rush to answer the questions raised by the "rent seekers" (mainly to prevent the "rent seekers" from making generalizations due to insufficient understanding. , self-assessment or preventing competitors and malicious attackers from obtaining first-hand information). During the second consultation process after the "rent seeker" has studied the relevant information, the investment promotion department should selectively introduce the investment situation and product information, and based on the sincerity of the "rent seeker", send some of the "rent seekers" The content information that the "investor" focuses on, and strives to invite the other party to participate in the investment meeting.

For some "renters" who are eager to understand the situation, the investment department should have dedicated personnel responsible for reception and negotiation, leading visitors to visit the project, understand the operation plan, etc., so as to avoid losing "franchisees".

Face-to-face communication is still the most intuitive and effective way, and the successful conduct of the investment meeting is a key step for "rent seekers" to join. Before negotiating with a "renter", it is very important to prepare some details, such as the layout of the investment office space, the working status of the personnel, and the reception of visitors, which will directly affect the outcome of the negotiation. During the communication process, the following information should be conveyed to the visitors subtly.

1. Have strength: Only by cooperating with the strong can we become stronger. Franchisees hope that the company will be strong and relieve their worries.

2. Be determined: Firm beliefs and powerful promotion strategies will make franchisees feel determined to promote the project. Using numbers to illustrate the intensity of the project is the best way.

3. Credible: Blind exaggeration simply cannot unite powerful dealers. A sincere, well-founded attitude and maximum consideration for "renters" is the best way for both parties to develop together. the basis of.

4. Have methods: Detailed and feasible marketing methods are extremely attractive to dealers.

5. Benefits: In the final analysis, successful promotion should have huge profits, and the benefits left to franchisees by the project should be very considerable.

After signing a contract with the "renter" and collecting the rent and deposit, the comprehensive investment promotion work comes to an end. The subsequent sporadic investment promotion work can draw some of the power, and the focus of the work shifts to the comprehensive development of the product. promotion stage.

In the process of investment promotion, you have to deal with a large amount of information and participate in a lot of negotiation, persuasion, and training. The work content is very detailed, and you will encounter some specific problems in the actual process. For "rent seekers" Good answers to the questions asked will go a long way in boosting their confidence.

7. Job Responsibilities of Investment Recruitment Personnel

Deputy General Manager/Concurrent Investment Recruitment Department Manager

Main Responsibilities:

According to the shopping center operating policy According to the requirements, formulate the investment department plan and organize its implementation.

Responsible for the overall shopping mall planning, layout, product mix and coordination with manufacturers, the company's overall planning, promotion, etc., to ensure that the business indicators of the shopping mall are achieved.

Organize, manage investment promotion, planning team, train and coach investment recruitment personnel.

Responsible for the introduction of manufacturers, personnel recruitment, promotion plans and related contracts and the review of communication expenses incurred by the investment department.

Investment Supervisor (4 people)

Main Responsibilities:

Responsible for the entire floor investment, layout, product mix and coordination with manufacturers to ensure that 100% of the products are achieved .

Cooperate with the company's overall layout and complete the company's assigned targets.

Rental equipment engineering installation management, electrical management (2 people) (personnel provided by the developer)

Main responsibilities:

Rental equipment engineering installation management , electrical management, maintenance and management of the overall project operation of the shopping mall, while meeting the normal opening.

Assist managers in their work. Strictly review the business qualifications and check-in procedures of the merchants.

Responsible for the daily management of tenant units, and supervise tenant units to conscientiously perform investment contracts.

Planning Supervisor (1 person)

Main Responsibilities:

Implement the company’s business development strategic policy, cooperate with investment promotion and business needs, and formulate the company’s plans based on actual conditions Advertising planning and organization implementation.

Responsible for the overall planning of shopping mall publicity and layout, making constructive suggestions, coordinating promotion arrangements, arrangement, and art work.

8. Shopping mall rental forecast (omitted)

Surrounding rent survey (omitted)

Follow-up: shopping mall investment management

Investment management principles (Omitted)

Investment Proposal (2)

Recently, the Environmental Monitoring Center of the China Interior Decoration Association issued a warning: Kitchen pollution is becoming another "invisible killer" that endangers human health.

The oil fumes generated in the kitchen contain carbon monoxide, carbon dioxide, nitrogen oxides, and benzopyrene, which is highly carcinogenic, and many other substances that are seriously harmful to the human body. The polymer of the oil mist produced when cooking oil is heated to about 270 degrees and the exhaust gas produced by the combustion of liquefied gas can cause damage and mutation of human cell chromosomes, becoming one of the "invisible killers" that are prone to aging and disease in humans.

Women’s long-term exposure to high-temperature oil fumes while cooking in the kitchen will increase their risk of lung cancer by 2-3 times. Research by a lung cancer research team led by Professor Zhou Caicun, director of the Institute of Cancer Research at Tongji University, shows that kitchen fumes produce toxic smoke, which worsens the local environment in the kitchen. Toxic smoke irritates the eyes and throat for a long time, damages respiratory system cells and tissues, and can easily lead to the occurrence of lung cancer. Survey data on the incidence of malignant tumors released by the Shanghai Center for Disease Control and Prevention show that lung cancer has become the first malignant tumor in this city in terms of incidence and mortality. Among female cancer patients, the incidence of lung cancer is second only to breast cancer. Second, mortality ranks first. The incidence of lung cancer among women in Shanghai has increased rapidly in recent years.

Among the risk factors for lung cancer in non-smoking women, more than 60% are caused by long-term exposure to kitchen fumes.

People can’t help but ask: Why is there still oil fume exhaust in the kitchen after using a range hood?

All range hoods used now are limited by many factors and can only eliminate most of them. Kitchen oil fume exhaust gas, the oil fume exhaust gas emissions are less than 70% of the total smoke amount, and a considerable amount of oil fume exhaust gas floats and remains in the air because it exceeds the suction range of the range hood. The suction air of the range hood has a certain suction effect. If the wind range exceeds the range, it will not be able to absorb it. No matter how powerful it is or how high its grade is, there is still the problem that it cannot completely absorb the oil fume and exhaust gas. This is its flaw.

As long as any product cannot completely solve the fundamental problem, it is not a complete product. In order to strive for perfection, the newly invented range hood supporting device completely solves this problem. Even if you spend several thousand yuan to buy a range hood that cannot completely solve the fundamental problem, as long as you spend another 200 yuan to purchase supporting products, you can completely solve the problem of kitchen fumes and exhaust gases. Its existence value far exceeds the price of buying a range hood. cost.

Mr. Yan Ping, the inventor of life science health products in China, a famous entrepreneur in Jiangsu Province, and the founder of Nantong Yongle Jiuhao Biomedical Technology Co., Ltd., takes protecting human health as his own responsibility and upholds the principle of "pursuing health and benefiting people" With the purpose of "human beings", on the basis of having a number of invented products to protect life and health, after years of painstaking research and repeated demonstration and testing, with rigorous scientific principles, precise structural conception, practical and beautiful design, comprehensive air flow dynamics, life Combining multidisciplinary principles of health science, polymer chemistry, and materials engineering, combined with kitchen culture, we invented and grandly launched another life science health product—the range hood health skirt cover.

The advent of this range hood accessory product has ushered in another kitchen revolution, adding another protector to human health. For the first time in human history, a war has been launched against the "invisible killer" of secondary pollution in the kitchen.

The pursuit of health is the ultimate goal of mankind. The birth of a product that protects life and health will inevitably be loved by people and sought after by the market. Whoever owns such a product will not only have good health, Also has wealth.

In order to bring this invention and creation product that protects human life and health to the market as soon as possible and benefit mankind as soon as possible, we sincerely invite strategic partners from all over the world.

Several questions for partners to consider:

1. Is there a market for the products of the investment project?

The production cost of this product is about 100 yuan per set, and the retail price is about 200 yuan. There are more than 350 million households in the country. The number of households with range hoods and the sales volume for each percentage point increase in the market is Geometry can settle its own accounts.

2. What is the product market competitiveness of the invested project?

Because it is a patented product, it has its own intellectual property rights, it is a monopoly operation, there are no competitors, and it also has a complete operating plan.

3. What is the vitality and after-sales service of the invested project products?

There is no pollution during the production and use of this product. Consumers can install it by themselves after purchasing it without any worries.

Experts from authoritative international new product research institutions point out that a popular product or service must have the following characteristics:

1. Simple mechanism and easy to use.

2. Have a distinctive personality.

3. In addition to the original functions, it also has additional functions.

4. It can meet certain psychological and life needs of people.

5. It can satisfy people’s preference for authentic and handmade goods.

6. Can make people feel friendly and caring.

7. It can satisfy people’s thirst for knowledge and curiosity.

8. The product contains factors aimed at health and longevity.

The invention of the healthy skirt cover for range hoods fully meets the above characteristics. Therefore, this patented product is a product with great market potential and broad development prospects.

As long as those with foresight and discernment have certain financial strength (strategic reserve of more than 50 million yuan), they can come together to develop this health product with great market potential.

In addition, we are looking for an operations general manager in each province in the country. He must have certain financial strength (project operating capital of more than 3 million yuan), operate according to the company's plan, easily become the boss, and make big money easily

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Project status:

Invention patent number: *********, range hood supporting device, 100% range hood emission capacity. The manufacturing cost of each set of products is about 100 yuan, and the market retail price is more than 200 yuan per set. In order to avoid unnecessary intellectual property leaks and disputes, detailed information will not be provided for the time being. Detailed intellectual property documents will be provided after the interview and cooperation. You can consult the National Patent Office for verification.

Regional investment plan:

Set up a distribution company in each province, with a general manager responsibility system, and recruit first- and second-level agents to the following prefectures and municipalities. The agent collects a market deposit of 300,000 yuan for patented products. Prefecture-level and municipal-level agents can also negotiate directly before there are no provincial-level agents in the province.

Product price: The production cost of this product is about 100 yuan, the market sales price can be more than 200 yuan, and the net profit of each unit is more than 100 yuan. Compared with the price of range hoods of more than 1,000--6,000 yuan, this product The price of the product is just a drizzle and can be completely accepted by the market. The problem is not the price, but the value.

Benefit analysis: Based on ten prefecture-level cities in each province, each city can sell at least 50,000 sets of products, and each province can sell at least 500,000 sets. Based on each level of agency or Calculating a distributor's profit of 20--30 yuan per set, the annual gross profit of each provincial agent can reach more than 10-15 million yuan, and the annual gross profit of each prefecture-level agent can reach more than 1-1.5 million yuan.

Marketing and sales plan: A detailed and complete marketing operation and sales plan. Because it involves commercial secrets, it is not provided for the time being. It needs to be provided after interview and cooperation.

Contact information:

Contact person: Mr. Yan