Are you planning to launch an MLM or direct selling business? Overwhelmed about the complexities involved in drafting a business plan? What you need is a clear and professional business plan to attract investors and build your team.

The Strategic MLM Business Plan Template will help you take a confident leap in building your direct selling business. No matter the business—health and wellness, beauty and cosmetics, coaching, or otherwise—this template fits.

The Strategic MLM Business Plan Template is prefilled with sample data for a U.S.-based startup company and is built to work with all modern MLM Software Platforms including Epixel MLM Software.

What’s inside the free Strategic MLM Business Plan Template

The template is compiled on a downloadable Excel workbook with 15+ tabs of editable content, formulas and charts.

Tab Purpose
Cover page Present your company details, technology stack, planned regions of operation and business model.
Executive summary Create an appealing story that attracts investors and stakeholders.
Problem and solution List your real pain points and explain how you intend to solve it.
Target representative segments Segment your reps based on your research of what drives them in each region—emotions, challenges, mindset and the tools or training they will need.
Sales and marketing strategy Create a well-documented process from awareness to enrollment to retention, reactivation and referrals.
Compensation plan Structure your commissions, bonuses, ranks and incentives along with eligibility criteria.
Revenue forecast Minimum of 3-year forecast of revenue, COGS, EBITDA, and KPI benchmarks.
Launch plan Create milestones from month 3 through month 6 which includes beta, webinar launch, and regional scaling.
Risk management Identify and list down possible risks that may arise in compliance, churn and tech related with solutions to meet or mitigate.

Who will benefit most from this template?

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Startup founders who are looking to launch an MLM business.

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Direct selling consultants focused on building successful direct selling brands.

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Coaches, trainers and creators offering subscription-based products or services.

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Marketing and sales leaders devising strategies for market entry.

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Investors and stakeholders preparing for their initial investments.

Why this works!

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Prefilled with sample data from MLM startups.

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Based on 15+ years of direct selling experience and software expertise.

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Aligns with all modern tools and platforms.

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Editable template in Excel and Google Sheets.

Start building your direct selling business with the powerful Strategic MLM Business Plan Template

*No email required.

Wish to customize it to match your MLM software? → Talk to our MLM Strategy Expert

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