Social Media Agency Business Plan Financial Model Excel Template

Have you ever wondered how to start a social media marketing business? If so, then you have come to the right address. SMM (also Social Media Marketing) is the promotion of goods and services on social networks. This is direct work in communities that reach the target user group. Today, the audience of social networks is comparable to the audience of television channels, but it is more attentive and active. SMM can solve different tasks, including brand promotion, social and online support for offline marketing events, PR, dialogue with a group of active consumers, social advertising, cross-promotion with non-competitive companies and brands, etc. And to open an SMM-studio, it’s worth starting with the development of a social media business plan.

, , ,
, , , , , , , , , , , , , , , , , , , , ,

Analyze Social Media Agency Revenue Model, Costs, Profit And Cash Flow With Social Media Agency Financial Model Excel Template. Get It!

Have you ever wondered how to start a social media marketing business? If so, then you have come to the right address. SMM (also Social Media Marketing) is the promotion of goods and services on social networks. This is direct work in communities that reach the target user group. Today, the audience of social networks is comparable to the audience of television channels, but it is more attentive and active.

SMM can solve different tasks, including brand promotion, social and online support for offline marketing events, PR, dialogue with a group of active consumers, social advertising, cross-promotion with non-competitive companies and brands, etc. And to open an SMM-studio, it’s worth starting with the development of a social media business plan.

To save time and energy, we advise you to use our templates, containing up-to-date information backed up by successful use practices. Each of our development has an understandable interface. It includes Dashboard with core inputs and outputs, Revenue model with a detailed and flexible revenue model, BreakEven Analysis with the ability to foresee the moment when the income exceeds the expenses of the company.

Also, each of our templates includes the Flexible expenses tab with calculations of required and probable expenses, Customer churn & upgrade tab with changes to the active customer base, and Valuation tab with company assessment based on two useful methods. Each of our social media business plans is available in .pdf and other understandable formats.

SMM is still one of the tools of non-standard marketing interaction, but today it is the most promising. Social media marketing is in demand by both large companies and small and medium-sized businesses that use SMM to promote and establish contact with their customers. The main advantage of it is the low cost of investments compared to the possible effect of the events. Therefore, SMM-studio is an excellent option for investing and developing a business.

Social Media Agency Financial Plan Template Will Help You

– Plot your Startup Loans repayments
– Use 161 Currencies for inputs and outputs
– Spend Marketing Budget to get visitors
– Drive count of employees based on customers’ count.
– Forecast all 3 Financial Statements
– Create flexible, 5-year Expense Assumption Plan
– Use Customer Lifetime in the revenue forecast
– Create a Revenue projection for your agency
– Build your plan and pitch for funding
– Plan the costs for opening and operating activities

Benefits of using a Social Media Agency Financial Plan Excel Template

Integrated Model to convince Investors
Includes and connects everything (assumptions, calculations, outputs) and presents it in an investor-friendly, deal-proven way.

Marketing Budget
Well, agencies spend marketing budgets to acquire new customers. Surprised? That is a fact. You would need to enter a marketing budget and a cost per visitor (lead). This way, you will forecast the count of visitors (leads) for your agency.

Seasonality
Most agencies have to adapt to seasonality trends. This template will help you adjust to seasonality. Just enter 100% in total for a year by month to distribute the marketing budget, which drives the newly acquired customers.

Sales Funnel
Visitors (Leads) to Customers conversion ratio essential for you too? That is why this template has a sales funnel where leads are converted into customers. So, why don’t you use a 3-step sales funnel integrated into the model to make correct assumptions about your sales funnel?

Forecast Revenues
Does your agency charge a flat monthly fee from customers? Great! This template built especially for this kind of agency with the flat fee-based business model.
Just enter flat fee by years and by service. And your agency revenue forecast is ready.

Forecast Personnel Demand
Count of new customers drives new employees? Sounds familiar? If so, this template has an option to forecast people who work directly with the customers. Just enter the employees’ ratio you require per one new/active customer to forecast the employees count needed. And don’t forget to enter for an annual salary, bonuses, and taxes.

Starting Point
Do you need to assume for existing clients in your forecast? Just put the numbers to the right of service names, and you are ready for the next steps.

Get a Robust, Powerful and Flexible Financial Model
This well-tested, robust and powerful Excel template is your solid foundation to plan a wide range of different business models. Advanced users are free to expand and tailor all sheets as desired, to handle specific requirements or to get into greater detail.

Social Media Agency Financial Plan Excel Template Reports

Simple-to-use
A very sophisticated financial planning tool, whatever size and stage of development your business is. Minimal previous planning experience and very basic knowledge of Excel is required: however, fully sufficient to get quick and reliable results.

All-in-one Dashboard
consists of Income Statement, Balance sheet and Cash flow statement monthly and annual information, presented both with figures and charts

Break-even point calculation
This indicator is calculated at the begin of each startup for understanding whether it is appropriate for doing this kind of business. It shows what revenue should be to cover all the costs of doing business, including taxes. When it is reached, the company begins to bring in profits, which means that the investments made in the startup start to pay off.

Financial performance KPIs
here is where you can track your core financial performance indicators in the form of charts.

Cash Flow Statement
It is one of the most important reports because the main goal of each business is to generate cash flow. It shows how much you have consolidated money, how much is not enough when you need to attract additional financing.

Loan Amortization Schedule
You can find this in the “Capital” tab, where you can see internal calculations of the loans, interest, and equity.

Pre-built Integrated Financial Statement Structure
Automatically creates 5-year financial projections, proforma, financial statements, and financial ratios in GAAP or IFRS formats

Top Expense Category Report
It is very important to plan costs so that your company is profitable. It is necessary to analyze what are the highest costs and always work on their optimization. This report summarizes 4 biggest expense categories and the rest of the expenses as the “other”.

Integrated Model to Convince Investors
Includes and connects everything (assumptions, calculations, outputs) and presents it in an investor-friendly, deal-proven way.

All in One Place
Includes all required forecasting reports containing assumptions, profit and loss accounts (income statements), cash flow projections & statements, balance sheets, performance reviews and summaries for months, quarters and years (incl. numerous graphs and KPIs)

Top Revenue
Analysis of the revenue streams by each product category

Build your plan and pitch for funding
Impress bankers and investors with a proven, strategic business plan that impresses every time.

Write a Review