GB Insights Case Studies


Fitting Market Assessments and Market Analysis into your Business Plan

GB Insights can help add compelling research and analytics to your formal business plan.
Use the following template to design your plan:

Executive Summary:

  • General Information/Overview
  • Locations
  • Facilities
  • Management
  • Staffing

Mission and Vision Statement:

  • Goals & Objectives
  • SWOT Analysis
  • Porter Model


  • General Marketing
  • Marketing Analysis
  • Schedule of Events
  • Sponsorship

Executive Summary:

  • General
  • Locations
  • Facilities
  • Management
  • Staffing

Mission/Vision Statements:

  • Mission Statement
  • Vision Statement
Goals & Objectives:

S.W.O.T /Porter Model Analysis:

General Marketing

  • Marketing Assessment GB and Partners can help!
  • Market Analysis GB and Partners can help!
  • Schedule of Events
  • Sponsorship


  • Historical Data Narrative
  • Historical Data
  • Five Year Plan Narrative
  • Five Year Plan
  • Capital Purchases and Minor Constructive
  • Manage Departments – Breakdown by Department
Action Plans:

Contingencies and Assumptions (Business Impacts):

Conclusion and Recommendation:

  • Conclusion
  • Recommendation

Senior Vice President Signature

President’s Signature

GB & Partners offer agile marketing research tools that will help you identify market trends, knowledge, and insights: ESRI, Tableau and Qualtrics

For more information contact George Brezny, GB & Partners at 727-570-9000w or 813-458-9007c