Where do I go to edit customer information in my Bizplan? What steps do I follow to revise the customers section of my business plan in Bizplan? How can I update the customer profile section in Bizplan?
The Customers section helps you clearly identify who your business serves. Investors want to see that you understand your customer segments and their behaviors — including how they make decisions, what problems they’re trying to solve, and what they value most. This section shows that you’ve done the homework to match your product with a real demand.
Steps to Edit the Customers Section
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Log in to your Bizplan account.
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From the left-hand menu, click on Business Plan.
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In the Setup sidebar, select Customers.
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In the Customer Overview field, write a summary of your target segments. Be sure to include:
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The different segments of customers you plan to serve
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How you'll identify each segment (demographics, behaviors, needs, etc.)
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Their goals, typical decision-making process, and current satisfaction with existing solutions
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Any price sensitivity or other barriers to adoption
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Which segment is your primary focus, and which are secondary
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Use the formatting toolbar to organize your content using headings, bullet points, and bold text as needed.
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Your work will automatically save, as indicated by the “Saved” message in the top-right corner of the screen.
Additional Options
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Turn on the Help toggle to view guidance while writing.
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Use the Comment feature to leave notes for your team or request feedback.