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How to Write a Successful Coffee Shop Business Plan (with Template)

  • By Tam Nguyen

coffee shop business plan

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Dreaming of opening a coffee shop? You’re not alone. The coffee industry is bustling with passionate business owners eager to make their mark. However, becoming successful coffee shop owners requires more than just a love for the brew. It demands a clear vision that differentiates your coffee house in a saturated market. A well-crafted business plan not only gives life to your idea but also sets your business on a path to thrive. Whether you’re a newbie or a seasoned entrepreneur, this guide, complete with a free template, will help you craft a business plan that markets and propels your coffee venture to success.

What is A Coffee Shop Business Plan?  

A coffee shop business plan is a comprehensive document that explains what your business idea is, how you intend to penetrate the coffee market, and the strategies you’ll employ to run your coffee shop successfully. When opening a cafe, many aspiring cafe or coffee shop owners underestimate the value of a structured plan. However, this document does more than just outline the needs to open a coffee shop; it gives a detailed roadmap for your new business, offering clarity on every aspect of its operation.

More than that, presenting a well-structured business plan to potential investors is essential. It not only showcases your commitment but also your understanding of the industry, making it a vital tool for securing funding. While crafting a business plan can seem daunting initially, it’s the foundation that both clarifies your idea and sets your business on the trajectory for growth and success in the competitive world of cafes and coffee shops.

Why A Business Plan Is Important For A Successful Coffee Shop Business?

1. Clear Vision and Objectives

When you set up your coffee shop, having a business plan establishes a clear vision and defines your objectives. It is the backbone that steers every decision you’ll make. Without a clear outline, you may find yourself swaying from one idea to the next. With a detailed business plan, you can present a clear business proposal to stakeholders, ensuring them and yourself of the path you plan to tread.

2. Financial Planning

A comprehensive business plan is imperative for accurate financial planning. It will include information on how much capital is required to start, what your ongoing costs will be, and the revenues you plan to generate. If you’re seeking external funding, investors will want to see how you plan to use their money, and most importantly, how you plan to make a return on that investment. If you plan to sell specialty blends or unique treats, the financial section can also help you plan a strategy for pricing, promotion, and sales forecasts.

3. Operational Efficiency

Operational efficiency is the linchpin that holds all business operations together. A business plan will map out every detail, from supplier agreements to employee schedules. You may want to create special events or loyalty programs for regular customers, and this is where a business plan can help you plan a strategy for success. It becomes the reference point, ensuring that daily tasks align with the broader objectives, guaranteeing that resources, time, and efforts are used optimally.

Step-by-step Guide To Write A  Coffee Shop Business Plan

1. Executive Summary

The Executive Summary is like the introduction of a novel – it provides a snapshot of what is to come. Typically, you write the executive summary last, even though it appears first in your business plan. It encapsulates the essence of your coffee shop’s mission, objectives, and financial overview, succinctly explaining what your business concept is about. This section is crucial because many coffee shops fail to engage potential investors right off the bat. Ideally, it should be concise – a page or two.

What should you cover in an Executive Summary?

  • Introduce Your Coffee Shop or Cafe: Provide a company overview, giving readers insight into what makes your coffee shop unique from the myriad of coffee bars in the market.
  • State Your Mission and Vision: Describe what drives your coffee business and where you see it in the future.
  • Outline Your Objective: Define clear, measurable goals that you aim to achieve.
  • Provide a Financial Overview: Highlight projected profit margins, a brief balance sheet, and other pertinent financial data.

2. Coffee Shop Business Description

This section paints a picture of your coffee shop. It’s where you elaborate on how you plan to infuse the local coffee market with your unique brews and pastries.

What should you cover in the Coffee Shop Description section?

  • Coffee Shop Concept: Dive into the types of coffee drinks you plan to offer, whether it’s a rich espresso or a classic brewed coffee.
  • Unique Selling Proposition: Discuss what makes your coffee shop stand out, be it a special blend of coffee beans, a unique roasting method using a specific coffee roaster, or artisanal pastry offerings.
  • Operational Plan: Briefly touch upon how you’ll manage your coffee shop, from sourcing beans to serving cups of coffee.

3. Market Analysis

Before pouring your first espresso, performing market research before starting your coffee business is essential. This section dives deep into understanding your potential customer base and the coffee industry landscape in your area.

What should you cover in this section?

  • Target Market: Describe your ideal customer. Are they local residents, office workers, or students?
  • Location: Discuss the significance of your chosen location. Are there many coffee shops in the area? How does your location cater to your target market?
  • Competition: Analyze existing coffee shops. What coffee and food products do they offer? What pricing strategy do they employ? How will your coffee shop compete or complement them?

4. Organization and Management

Behind every successful coffee shop is a robust organizational structure and a competent management team.

What should you cover in the Organization and Management Plan?

  • Coffee Shop Ownership Information: Highlight the business’s legal structure.
  • Profiles of Your Coffee Shop Management Team: Include details about your baristas, perhaps a part-time accountant, and someone to manage marketing. It can be helpful to create profiles for each role, detailing responsibilities and expertise.

5. Sample Menu

Your menu is the heart of your coffee shop. It’s more than just a list of coffee and tea; it’s an expression of your brand.

What should you consider when creating a Sample Menu?

  • Menu Items: Detail the types of coffee, espresso drinks, and pastries you plan to offer. Maybe consider including non-coffee items like teas or specialty drinks.
  • Unique Selling Proposition: Reiterate what makes your coffee or food items different from other coffee shops in the area.
  • Menu Pricing : Discuss your pricing strategy, keeping in mind profit margin, competitors’ prices, and your target customer base.

6. Marketing Plan

To brew success, it’s not enough to have a fantastic coffee product; you must effectively market it.

What should you cover in a Marketing Strategy for your Coffee Shop Business?

  • Define Your Brand: What voice, theme, or emotion do you want your coffee shop to evoke?
  • Lay out your plans for social media campaigns, local partnerships, loyalty programs, SEO for website, and other promotional strategies.
  • Considering using an  online food ordering system  in your food truck
  • Create a  digital menu with QR code  to make your menu easy for your customers to access online

7. Operations Plan

Efficiency is key to the daily grind of running a cafe. The operations section provides a detailed look at the day-to-day operations of your coffee shop business. 

What Operational Issues should you address in your Business Plan?

  • Supply Chain: Where will you buy your coffee beans? Who will be your coffee roaster?
  • Operating Hours: Consider the best times to cater to your target market.
  • Staffing: Detail roles, such as barista, manager, and part-time support.
  • Equipment: List down essential equipment, from espresso machines to ovens.

8. Financial Plan

In this crucial section of your business plan, delving into the financial specifics is paramount to lay out a concrete roadmap for the fiscal aspects of your coffee shop.

How Much Does It Cost to Start a Coffee Shop?

Starting a coffee shop is not just about brewing the perfect espresso; it’s also a substantial financial commitment. The cost for opening a coffee shop can range from $80,000 to $250,000. These costs can vary widely based on factors such as location, size of the establishment, equipment quality, and inventory requirements. Moreover, the process of opening a coffee shop might also involve unexpected expenditures, so it’s essential to account for some buffer in your budget.

How Many Ways to Fund Your Coffee Shop?

There are multiple avenues for funding your coffee venture. Traditional bank loans, personal savings, angel investors, crowdfunding campaigns, and partnerships are just a few options. It’s crucial to assess which option aligns best with your business vision and financial situation.

Important Questions to Consider When You Create Your Funding Request If you’re seeking funding, there are several questions you’ll need to answer in your business plan:

  • How much money do you need to start and maintain your coffee shop until it becomes profitable?
  • What will the funds be used for specifically?
  • How do you plan to handle financial challenges that might arise?
  • How do you plan to repay any loans or provide a return on investment?

9. Financial Projections

The financial projections section of your business plan forces you to translate your coffee shop vision into numbers, ensuring you’ve accounted for all key metrics that can make or break your venture.

Break-even analysis:

This is the point where your coffee shop’s total revenues equal its total costs. Simply put, it’s when you neither make a profit nor a loss from selling coffee. 

Use this formula:  Fixed Costs / (Price – Variable Costs) = Break Even Point

Projected profit and loss statement:

This will provide a forecast of your expected income and expenses, giving a clear view of your venture’s profitability.

Cash flow analysis:

Essential for understanding the liquidity of your business, this tool is especially crucial for coffee shops, considering the fluctuating expenses and incomes coffee shops offer. When drafting this, consider who will read it, as stakeholders like investors or lenders might have specific expectations.

Coffee Shop Business Plan Template 

  • Mission: To offer the community high-quality coffee in a comfortable and vibrant environment.
  • Vision: To become the go-to local coffee spot that fosters community connections and coffee appreciation.
  • Coffee Shop Description: “Java Junction” will be a modern coffee hub that emphasizes direct-trade coffee beans and a relaxed, inclusive atmosphere.
  • Costs: Estimated initial costs are $125,000.
  • Profits: Projected annual profit by year two is $75,000.

2. Description of the Coffee Shop

  • Coffee Shop Concept: A community-focused café emphasizing artisanal methods.
  • Coffee Shop Name: Java Junction
  • Coffee Shop Type: Sit-down café with an adjacent mini-library.
  • Location: Main Street, Downtown Area – chosen for its high foot traffic.
  • Order Fulfillment: Orders taken at the counter with table service for food.
  • Working Hours: Mon-Fri (7 am – 9 pm), Sat-Sun (8 am – 10 pm).

3. Menu Offer

  • Type of Food and Drink: Coffee, teas, pastries, and sandwiches.
  • Offer: From classic espresso shots to unique blends like “Lavender Latte”.
  • Unique Selling Point: Every coffee product uses direct-trade beans, ensuring farmer fairness.

4. Market and Competition Analysis

  • Market Analysis: The local population includes a mix of professionals, students, and tourists. Many search for quiet spots to work or relax.
  • Target Customer: Professionals aged 25-40 and students.
  • Size of the Target Customer: Approximately 15,000 individuals.
  • Competition Analysis: Three established coffee shops within a mile.
  • Size of the Competition: Ranging from small boutique coffee shops to a larger chain.
  • Competitors’ Offer: Basic coffee drinks, with limited specialty items.
  • Competitors’ Prices: Average of $4 for a coffee drink.

5. Investment Plan (Detailed Cost Analysis)

Investment Cost (One-off): $75,000

  • Equipment: $30,000
  • Renovations: $20,000
  • Initial Stock: $10,000
  • Licenses: $5,000
  • Miscellaneous: $10,000

Operating Costs (Monthly): $17,000

  • Rent: $3,000
  • Salaries: $10,000
  • Utilities: $1,000
  • Stock: $2,000
  • Marketing: $1,000

6. Financial Forecast

Year one is projected to break even, with a profit of $50,000 expected in year two, and $75,000 in year three, considering growth and expanding customer base.

  • Owner: Jamie Smith, a coffee enthusiast with a business degree.
  • Manager: Alex Brown, previously managed a successful coffee chain for five years.
  • Baristas: A team of 4 skilled individuals passionate about coffee.

8. Marketing Plan

Java Junction will use a mix of social media marketing, local print advertising, and loyalty programs to attract and retain customers. Regular events, such as “Buy Our Coffee Day” and collaboration with local businesses, will drive foot traffic and community engagement, integral components for starting your coffee shop and making it successful.

This coffee shop business plan sample is hypothetical and serves as a template. Tailoring specifics to your local market, vision, and unique aspects will be necessary. Every coffee shop has nuances that can make them successful, whether it be the coffee products they sell, the environment they cultivate, or the events they host. Focus on what will make your coffee shop stand out and be sure to engage your community.

Tips For Writing a Business Plan For a Coffee Shop

Your business plan becomes the blueprint of your vision. Here are essential tips to consider:

Comprehensiveness is Key: Ensure your plan encompasses all sections you should include, such as marketing, financial projections, and operations. A well-rounded plan provides a holistic view of your business.

Tailor to Your Audience: If you’re presenting to potential investors, focus on profitability and growth projections. For a landlord, emphasize the benefits your coffee shop will bring to their property.

Specialize in Marketing: Given the competitiveness in the coffee industry, it’s crucial to have a solid marketing plan. If marketing isn’t your strength, consider hiring someone to do marketing for your venture. A strong online presence, loyalty programs, and community engagement can set you apart.

Research Your Market: Understand what nearby coffee shops include in their offerings. Identify gaps in the market and strategize on how your shop can fill them.

Stay Flexible: While a business plan provides direction, remain adaptable. The coffee industry is dynamic, and your ability to pivot can prove invaluable.

Separate Sections for Clarity: If your plan becomes too dense, you might want to create a separate document for specific sections like a detailed marketing strategy or an in-depth market analysis. This makes your primary business plan concise and more readable.

Frequently Asked Questions

1. how profitable is owning a coffee shop.

Owning a coffee shop can be profitable, depending on factors like location, quality of products, and management. On average, after expenses, many coffee shops report a profit margin of around 3% to 5%, with some successful ones achieving even higher. However, it’s essential to factor in initial setup costs, ongoing expenses, and market competition.

2. How do I start a coffee shop business plan?

Starting a coffee shop business plan involves multiple steps. Begin by defining your coffee shop’s mission and vision. Conduct market research to understand your target audience and competitors. Then, detail out sections like your product offerings, pricing strategy, marketing plan, financial projections, and operational procedures. If you’re thinking of opening a coffee shop, a well-thought-out business plan is indispensable.

3. What is a business plan for a coffee shop?

A coffee shop business plan is a detailed document that outlines your coffee shop’s objectives, strategies, and operational procedures. It acts as a roadmap, guiding you from the startup phase to establishing a thriving business. Moreover, if you need a coffee shop business loan or investment, this plan becomes crucial in convincing stakeholders of your venture’s viability.

4. What are the 4Ps in a coffee shop business plan?

The 4Ps stand for Product, Price, Place, and Promotion. In the context of a coffee shop:

  • Product: What type of coffee and related products will you offer?
  • Price: How will you price your coffee? Will it be premium or competitive?
  • Place: Where will your coffee shop be located? Is it accessible to your target audience?
  • Promotion: How will you market your coffee shop? Will you offer promotions or loyalty programs?

These elements help in creating a marketing strategy tailored to your coffee shop’s unique needs and market position.

Launching a coffee shop is not just about brewing the perfect cup but weaving a narrative that resonates with your community, fostering an ambiance that people gravitate towards, and maintaining a seamless operation that drives profitability. The meticulous creation of a business plan is a pivotal step in this endeavor. It’s the beacon that guides budding entrepreneurs through the complexities of the coffee industry. In such a competitive marketplace, a well-structured, comprehensive business plan can make the difference between a fleeting venture and a thriving institution. To potential coffee shop owners, embrace the process, let your passion shine through in your plan, and remember that every great coffee shop started with a simple idea, much like a single coffee bean ready to brew greatness.

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Coffee Shop Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

  • Coffee Shop Business Plan Home
  • 1. Executive Summary
  • 2. Company Overview
  • 3. Industry Analysis
  • 4. Customer Analysis
  • 5. Competitive Analysis
  • 6. Marketing Plan
  • 7. Operations Plan
  • 8. Management Team
  • 9. Financial Plan

Coffee Shop Business Plan

Whether you are planning to start a new business or grow your existing coffee shop, you’ve come to the right place to create your coffee shop business plan.

We have helped over 100,000 entrepreneurs and business owners create business plans and many have used them to start or grow their coffee shops.

A coffee shop business plan is used to start and/or grow your business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

Coffee Shop Business Plan Sample

Below are links to each section of our coffee shop business plan example:

Next Section: Executive Summary >

Coffee Shop Business Plan FAQs

What is a coffee shop business plan.

A business plan for a coffee shop is a plan to start and/or grow your business. Among other things, it includes your company overview, allows you to conduct a market analysis to identify your target market, includes a sample menu, presents your marketing plan and pricing strategy to attract your local customer base, details your sales forecasts, and provides the income statement, balance sheet and cash flow statement for your coffee shop.

You can  easily complete your coffee shop business plan using our Business Plan Template for a Coffee Shop here .

What Are the Main Types of Coffee Shops?

The different types of coffee shops include cafes, coffee bars and coffeehouses that sell coffee drinks and other snacks. Some coffee shops offer lunch and dinner menus and are close to being full-service restaurants. There are also coffee shops that are more accessible for people on the go or those who want to make their own coffee. These are retail coffee shops, drive thru coffee shops, coffee carts and trucks, and roasters or retailers.

What Are the Main Sources of Revenue and Operating Expenses for a Coffee Shop?

The primary source of revenue for many coffee shops come from its food and drink sales, which includes brewed coffee, coffee beans, seasonal drinks and refreshments, and baked goods. Gift card and merchandise sales like tumblers, mugs, and coffee makers also contribute to a coffee shop’s revenue stream.

The expected expenses for a coffee shop are the cost of coffee and food products, salaries and wages, rent, and advertising costs. 

How Much Does it Cost to Start a Coffee Shop?

Opening a coffee shop business can cost anywhere from $40,000 to $100,000 depending on the size and location of the business. Additional costs such as inventory, employee salaries, and marketing expenses can range from $5,000 to $15,000 per month.

How Do You Get Funding for Your Coffee Shop Business?

The best way to get funding for a coffee shop business is through a bank loan or utilizing your personal savings, business credit cards or borrowing from friends and family. You can also look into government grants or loans, or try to find a partner who is willing to invest in your business. Whatever route you choose, be sure to have a solid coffee shop business plan for potential investors including a sales and marketing plan as well as a realistic idea of how much money you need to get started.

How to Start a Coffee Shop?

  • Determine the type of coffee shop business you want to open . There are many different types of coffee shops, from small mom-and-pop shops to large chains.
  • Create a coffee shop business plan. This will outline your plans for starting and running your coffee shop. 
  • Secure funding . You will need money to start and run a coffee shop, so you'll need to find investors or borrow money from a bank or other lending institution.
  • Find a location for your coffee shop. This can be tricky, as you'll need to find a space that is affordable and has good foot traffic.
  • Equip your coffee shop . You'll need to buy or lease equipment such as espresso machines, coffee brewers, and furniture in addition to the coffee beans and other food products you plan to sell.
  • Hire staff . You'll need employees to run your coffee shop, so post job ads and interview potential candidates.

Learn more about how to start a successful coffee shop business:

  • How to Start a Coffee Shop Business

Where Can I Get a Coffee Shop Business Plan PDF?

You can download our free coffee shop business plan template PDF here . This is a sample coffee shop business plan template you can use in PDF format.

BUSINESS STRATEGIES

How to write a coffee shop business plan

  • Nirit Braun
  • Oct 30, 2023
  • 12 min read

How to create a coffee shop business plan

A coffee shop business plan is a detailed and strategic document outlining the essential aspects of starting and operating a coffee-focused business. It encompasses a comprehensive analysis of the business's goals, target audience, competitive landscape, marketing strategies, financial projections, operational procedures and more. This plan acts as a roadmap that guides entrepreneurs through the various stages of establishing and running their coffee shop, providing clear direction and a solid foundation for success.

When starting a business, especially in the competitive and dynamic realm of the coffee industry, creating a comprehensive and clear business plan is of paramount importance.

Ready to get your business brewing? Take Wix’s website builder for a whirl.

Top benefits of creating a coffee shop business plan

A well-crafted business plan helps entrepreneurs articulate their business goals, whether it's about offering unique coffee blends, creating a cozy ambiance or supporting sustainable sourcing practices. At the same time, a business plan requires entrepreneurs to identify and understand their target audience. This insight helps tailor marketing strategies, menu offerings and the overall customer experience to meet the specific preferences and needs of the intended customers.

Here's an overview of some key advantages to creating a coffee shop business plan:

Attracting investors and funding: A well-structured business plan acts as a persuasive tool when seeking investors or raising money for your business . It showcases your thorough understanding of the coffee industry, market trends and your strategies for success. This level of preparedness increases your credibility and instills confidence in potential investors, making them more likely to support your coffee shop venture.

Clear resource requirements: Writing a business plan prompts you to identify the specific resources, supplies and staff necessary to launch and operate your coffee shop. This includes everything from coffee beans and brewing equipment to furniture and interior decor.

Strategic financial planning: A comprehensive business plan outlines your financial projections, startup costs, operating expenses and revenue forecasts. This level of financial planning helps you determine how much funding you need to start a business . It also guides you in setting prices, managing cash flow and assessing profitability.

Market understanding and differentiation: Through market research and analysis, a business plan allows you to understand your target audience's preferences, behaviors and expectations. This knowledge helps you tailor your coffee shop's offerings, ambiance and marketing strategies to effectively attract and retain customers.

Risk mitigation: The process of creating a business plan prompts you to identify potential risks and challenges that your coffee shop might face. By acknowledging and addressing these risks early on, you can develop contingency plans and strategies to mitigate their impact.

Operational efficiency: A business plan outlines the operational processes required to run your coffee shop smoothly. It includes staffing plans, inventory management strategies and quality control measures. By establishing efficient procedures from the outset, you can minimize wastage, optimize resource allocation and ensure consistent customer satisfaction.

Goal setting and tracking: Your business plan serves as a benchmark against which you can measure your coffee shop's performance over time. By setting clear goals and key performance indicators (KPIs), you can track your progress and make necessary adjustments to stay on course toward achieving your objectives.

How to create a coffee shop business plan in 6 steps

Now we’ll walk through the six essential steps for crafting a coffee shop business plan tailored to your company's unique needs.

Executive summary

Business and domain names

Market analysis and research

Operations plan

Marketing and advertising plan

Financial plan

01. Executive summary

Your executive summary is a concise and compelling overview of your coffee shop business plan. It encapsulates the key elements of your plan and provides a snapshot of your business concept, strategies and financial projections. While appearing at the start of the business plan, it's often written last, as it draws from the content of the entire document.

A clear executive summary for a coffee shop business should include:

The essence of your coffee shop: What makes it unique? What kind of experience will customers have when visiting your establishment?

Market potential and your target audience: Explain why your coffee shop is well-positioned to capture this opportunity.

Competitor landscape: Identify what sets your coffee shop apart from the competition. This could be your specialty coffee blends, unique ambiance, sustainable practices or exceptional customer service.

Example executive summary for a coffee shop: "Bean Haven Coffee is a meticulously crafted coffee shop that aims to provide not just beverages, but an immersive coffee experience. We pride ourselves on our curated selection of ethically sourced beans, offering customers the finest hand-crafted brews in a cozy, rustic ambiance. Our competitive edge lies in our commitment to sustainability, from our bean-sourcing practices to our eco-friendly packaging. With a strong emphasis on community engagement and partnerships with local artists, we are set to become a cultural hub that brings people together over a shared love for exceptional coffee. Through strategic marketing campaigns, leveraging social media and collaborating with nearby businesses, we aim to establish Bean Haven Coffee as the go-to destination for coffee enthusiasts and connoisseurs alike. Our projected financials indicate that we will reach profitability within the first 18 months of operation. We seek funding to cover initial startup costs and our business model is designed to achieve sustainable growth and profitability."

02. Company and domain names

Knowing how to name a business is crucial for a coffee shop venture and a key step before you register your business . A strong and memorable name can resonate with customers and differentiate your coffee shop from competitors. Use descriptive words that reflect your coffee shop's essence, whether it's about taste, ambiance or values.

Utilizing a business name generator like the one from Wix can provide inspiration and spark creativity. Play with different combinations of words and ideas until you find a name that feels right. Once you've settled on a name, check its availability for domain registration. A domain name that matches your company name is essential for an effective online presence.

When choosing a domain name consider the following best practices:

Ensure that the domain name reflects your coffee shop's identity and offerings

Choose a name that is easy to spell and remember

Opt for a timeless name that won't become outdated quickly

If possible, include relevant keywords in the domain to improve search engine visibility

Steer clear of names that are easily confused with competitors or other brands

03. Market analysis and research

With more than 38,000 coffee shops in the U.S. alone, there are plenty of competitors to analyze. Including a comprehensive market analysis in your business plan is essential for understanding the competitive landscape and formulating effective strategies. Research your local coffee market, identify existing competitors and analyze their strengths and weaknesses. Determine your target audience's preferences, behaviors and demographics to tailor your offerings and marketing campaigns accordingly.

A well-rounded market analysis can guide your business strategy, helping you position your coffee shop effectively, develop compelling value propositions and devise strategies to capture your desired market share.

04. Operations plan

The operations plan is a crucial section of your coffee shop business plan. It outlines the practical aspects of running your coffee shop. Use it to describe your chosen location and its significance for foot traffic, accessibility and target audience reach.

Then, take the opportunity to detail the interior design, layout and ambiance of your coffee shop to create a welcoming atmosphere. Next be sure to list the equipment needed for brewing, food preparation and service. Ensure it aligns with your menu and production capacity. Finally define the roles and responsibilities of your staff, from baristas to managers, and outline their qualifications and training needs.

05. Marketing and advertising strategies

The marketing and advertising portion of your business plan outlines your strategies for promoting your coffee shop and attracting customers. Depending on your target audience and brand positioning for this type of business , consider a mix of traditional and digital marketing methods. This means using social media platforms like Instagram, Facebook and Twitter to showcase your coffee creations, engage with customers and share your coffee shop's story. Collaborate with influencers, local organizations or other businesses to expand your reach and tap into new customer segments.

Additionally, you can choose to participate in community events, farmers' markets and collaborations with other local businesses to increase your visibility. Also consider implementing loyalty programs that reward repeat customers and incentivize them to visit regularly.

You’ll need to develop a suite of brand assets to use in your marketing as well, starting with a company logo. You can use a free logo maker to get a professional design in minutes.

Learn more: How to make a website

06. Financial plan

The cost to start a coffee shop business can range from $50,000 for a mobile operation to over $400,000 for a brick-and-mortar location with booth seating and a drive-thru. This hefty expense is just another reason why a financial plan is so important.

The financial plan is the backbone of your coffee shop business plan. It outlines your startup costs, operating expenses, revenue projections and funding strategy. Investors and lenders will closely scrutinize this section to assess the viability of your coffee shop venture, so remember to do the following:

Detail the initial investment required for equipment, interior design, licenses and permits

Estimate ongoing costs such as rent, utilities, supplies and salaries

Provide realistic revenue forecasts based on your expected capacity and customer traffic

Specify how you plan to secure funding

Highlight when you anticipate reaching profitability and generating positive cash flow

By meticulously planning your finances, you demonstrate a solid understanding of the financial aspects of your coffee shop business and showcase its potential for success.

steps to developing a business plan

Coffee shop business plan examples

Below we’ve put together business plan templates for two hypothetical coffee shop businesses, including all the sections discussed in our previous how-to steps.

Coffee shop business plan template 1: Coffee Haven Café

Coffee Haven Café is a charming coffee shop dedicated to delivering a premium coffee experience in a cozy and inviting setting. Our unique blends, ethically sourced beans and commitment to sustainability set us apart in a competitive market. By fostering community engagement and partnering with local artists, we aim to become a cultural hub that brings people together over exceptional coffee. Through strategic marketing efforts and a strong online presence, we project profitability within 18 months.

Company and domain name

Company name: Coffee Haven Café

Domain name: www.coffeehavencafe.com

Our marketing analysis revealed a growing demand for specialty coffee in our target location. We've identified key competitors and highlighted their strengths and weaknesses. Our target audience consists of young professionals and students who value quality and ambiance. By understanding these dynamics, we can tailor our offerings and marketing strategies effectively.

Location: Centrally located in a busy commercial area with high foot traffic

Premises: Rustic and inviting interior design that promotes relaxation and conversation

Equipment: High-quality espresso machines, grinders, brewing equipment and display cases for baked goods

Staffing: Experienced baristas, friendly waitstaff and a dedicated manager to oversee operations

Social media: Engage customers through Instagram, Facebook and X with enticing coffee shots and behind-the-scenes content

Local events: Participate in local festivals, art exhibitions and collaborate with nearby businesses for cross-promotions

Content marketing: Regular blog posts on coffee trends, brewing tips and spotlight features on local artists

Loyalty programs: Offer a loyalty card program with rewards for frequent visitors

Partnerships: Collaborate with nearby bookstores for reading sessions and local influencers for social media endorsements

Startup costs: $70,000 for equipment, furnishings, licenses and initial inventory

Operating expenses: Estimated monthly costs of $12,000 covering rent, utilities, supplies and staff salaries

Revenue projections: Projected revenue of $300,000 in the first year, growing to $450,000 in the second year

Funding strategy: Initial funding from personal savings and a small business loan from a local bank

Profitability timeline: Aim to achieve profitability within 18 months of operation

Coffee shop business plan template 2: Brew & Gather Coffee House

Brew & Gather Coffee House is a community-focused coffee shop aiming to create a warm and inclusive space for coffee enthusiasts. Our commitment to locally sourced ingredients and artisanal brewing techniques sets us apart. By fostering partnerships with neighboring businesses and hosting regular events, we aim to become a staple in the neighborhood. Our projected financials indicate profitability within the first two years.

Company name: Brew & Gather Coffee House

Domain name: www.brewandgathercoffee.com

Through extensive market research, we've identified an opportunity to serve a diverse community seeking an authentic and welcoming coffee experience. We've assessed competitors' offerings and identified an untapped niche. Understanding our target audience's preferences and values will guide our menu and marketing strategies.

Location: Situated near a local park, providing an oasis for relaxation and community gatherings

Premises: Modern yet cozy interior design with flexible seating arrangements to accommodate groups and individuals

Equipment: State-of-the-art espresso machines, pour-over stations and an open bakery display

Staffing: A blend of skilled baristas, friendly hosts and a community engagement coordinator

Social media: Utilize Instagram and TikTok to showcase brewing techniques, share customer stories and host virtual coffee-tasting sessions.

Local events: Host open mic nights, book clubs and workshops to engage the community.

Content marketing: Publish a monthly newsletter featuring coffee culture insights, staff spotlights and local partnerships.

Loyalty programs: Introduce a tiered membership program offering exclusive discounts and early access to events.

Partnerships: Collaborate with local farmers, artisans and musicians to create a truly immersive community experience.

Startup costs: $100,000 for leasehold improvements, equipment, permits and initial inventory

Operating expenses: Projected monthly expenses of $15,000, covering rent, utilities, wages and supplies

Revenue projections: Anticipate revenue of $350,000 in the first year, with a 15% increase in the second year

Funding strategy: Initial investment from personal savings and a crowdfunding campaign targeting the local community

Profitability timeline: Aim to reach profitability within the first two years of operation

How profitable is a coffee shop?

The profitability of a coffee shop can vary depending on a number of factors, including location, business model and marketing strategy. However, in general, coffee shops can be quite profitable.

According to a report by IBISWorld, the average profit margin for coffee shops is 8.33%. This means that for every $100 in revenue, coffee shops generate $8.33 in profit.

Some coffee shops are even more profitable. For example, coffee shops located in high-traffic areas, such as airports and office buildings, can generate profit margins of up to 15%. And coffee shops that sell specialty coffee drinks and food items can also generate higher profit margins.

Here are some tips for increasing the profitability of your coffee shop:

Choose a good location. A good location is essential for success. Look for a location that is convenient for potential customers and has high visibility.

Offer a unique selling proposition. What makes your coffee shop different from others? What can you offer that your competitors cannot?

Provide excellent customer service. This is essential for building a loyal customer base. Make sure your staff is friendly and knowledgeable, and that they are always willing to go the extra mile for your customers.

Market your coffee shop effectively. Let potential customers know about your coffee shop and the unique offerings you have. You can do this through online marketing, social media and word-of-mouth.

Control your costs. Coffee shops have high costs, so it's important to control your costs as much as possible. This means negotiating good deals with your suppliers, managing your inventory carefully and keeping your labor costs under control.

Why do coffee shops fail?

There are a number of reasons why coffee shops fail. Some of the most common reasons include:

Poor location: A coffee shop in a bad location won't attract enough customers to be successful. Coffee shops need to be located in areas with high foot traffic, such as near office buildings, universities and parks.

High overhead costs: Coffee shops have high overhead costs, such as rent, utilities and labor. If a coffee shop can't generate enough revenue to cover its overhead costs, it will eventually fail.

Poor management: Poor management can lead to a number of problems, such as low customer satisfaction, high employee turnover and financial difficulties. Coffee shop owners need to have a strong business plan and be able to manage their finances effectively.

Lack of marketing: Coffee shops need to market themselves effectively to attract new customers and keep existing customers coming back. Coffee shop owners need to develop a marketing plan and budget, and they need to track their results to see what is working and what is not.

Competition: The coffee shop industry is very competitive. Coffee shops need to offer something unique to stand out from the competition.

Coffee shop business plan FAQ

How do you start a coffee shop business plan.

To start a coffee shop business plan, you need to consider the following factors:

Location: Choose a location that is convenient for potential customers and has high visibility.

Target market: Identify your target market and tailor your business plan to their needs and preferences.

Menu: Develop a menu that includes a variety of coffee drinks and food items that will appeal to your target market.

Pricing: Set prices that are competitive and generate a sufficient profit margin.

Operating costs: Estimate your operating costs, such as rent, utilities, labor and inventory.

Marketing: Develop a marketing plan to reach your target market and generate awareness of your coffee shop.

How many cups of coffee does a coffee shop sell per day?

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The Ultimate Coffee Shop Business Plan and Template

The Ultimate Coffee Shop Business Plan and Template

Coffee Shop Marketing Ideas to Supercharge Your Business

If you are looking to write a coffee shop business plan, you have come to the right place.

A coffee shop business plan is an essential tool for coffee shop owners or people who want to open a coffee shop. A business plan will help you plan your strategy for success and act as a guide as you look to build your coffee shop.

In this article, we’ll look at why you should write a business plan for your coffee shop or cafe, as well as provide you with a sample and a template that contains inspiration for the things you should include in your coffee shop business plan.

Table of Contents

  • 1 Why Write a Coffee Shop Business Plan?
  • 2.1 Executive Summary
  • 2.2 Company Overview
  • 2.3 Market and Customer Analysis
  • 2.4 Sales and Marketing Plan
  • 2.5 Management Team
  • 2.6 Financial Plan
  • 3 Wrapping Up

Why Write a Coffee Shop Business Plan?

Latte on a Table

The basic idea behind a coffee shop is simple. The business needs to sell enough coffee products to cover costs and make a profit. However, many variables will define whether your business is successful.

A coffee shop business plan will help you plan a strategy for success. It will consider factors such as opportunities, risks, and how you will market yourself . By having a good idea of this before you start a coffee shop, you will be better placed to overcome or avoid any difficulties.

Here are some examples of how a business plan could help iron out any difficulties:

  • While creating the market analysis section, you may decide that competition is too intense. If this is the case, you could look for a new area with fewer competitors or find a way to make your coffee shop business stand out.
  • By creating a marketing plan before you open, you can put yourself in an excellent position to make sales from the moment you start a coffee shop.
  • By creating cash flow projections, you will be able to spot any potential financial issues well before they come to light, preventing cash flow problems.

Without a business plan, you would either not know about the potential difficulties listed above, or you would be aware of them but lacking any defined strategy for overcoming them. By creating a coffee shop business plan, you can tackle issues with a clearer head.

Business plans are also essential documents if you plan to apply for funding for your coffee shop.

You’ll likely need to submit the business plan to the bank when applying for a loan, or to investors when applying for equity funding. Having a well-thought-out business plan shows you have done your market research and analyzed your idea which helps give investors an overview of the risks and potential rewards of investing.

If you are going to use your business plan to apply for funding, you’ll need to go into a little more detail about the financials of your business. This will include your income and expenses and you’ll also need to include a section that discusses how you will use the money you’re raising.

Coffee Shop Business Plan Template

Trendy Coffee Shop

A Google search will reveal differences when it comes to the exact sections you should include in your coffee shop business plan.

Nonetheless, a coffee shop business plan template will include the sections listed below. In this part of the article, we’ll go through a coffee shop business plan template and discuss what you should include in each section.

Executive Summary

The executive summary is a short overview of your coffee shop business plan. It should include all the important details about your business. When deciding what to include, think about what you would want someone to see if they told you they would only read this one section of your plan.

Open your executive summary with a statement about what your coffee shop business is all about. Talk about what it will offer that is unique and mention why you think it will be successful. Is it the only coffee house in town, for example?

Coffee shop name: AI Coffee Shop

Executive Summary:

AI Coffee will serve high-quality coffee to office workers and business people who work nearby. We will sell espresso-based drinks with a focus on providing quality at speed. We will sell coffee to take away as well as to eat in, with an indoor seating area with space for 25 customers in our coffee shop.

While there are other coffee shops in the area, we believe that there is demand for more — especially ones that focus on a high-quality product. We will also provide a light lunch menu and pastries that we believe will differentiate us from other coffee shops in the area. 

Company Overview

Barista Holding Latte

In the company overview section, you should include practical details about your coffee shop business. This will include:

  • The structure and ownership of your coffee shop
  • The staff you plan to hire and what you will pay them
  • Your company’s mission statement, and startup expenses

While this may seem like a lot of work, the good news is this also serves as a way to kill two birds with one stone. As you flesh out your company’s goals & vision statements, it’s important to track this information in an internal wiki . Not only will this help your business stay true to its course, but it can also serve as a great resource for your staff.

AI Coffee will be a privately held company owned entirely by Mr Smith, who will also manage the coffee shop. We will hire two full-time employees with at least two years of barista experience, as well as four part-time employees to help during busy periods.

Startup costs for the coffee shop will be $70,000, which will be spent on rent, renovations, and purchasing equipment. The owner has put up half the money and has borrowed half from a bank. Based on annual sales of $160,000 and after costs and wages, we expect to be profitable within the second year. 

Market and Customer Analysis

In the market analysis section, you should include details about the local market. This can include information on competitors, such as other coffee shops or any fast-food joints, restaurants, or bars that you think will be competing for your coffee shop’s money.

You should also outline what makes your coffee shop business unique and why you think it can be successful despite the competition. You can also include wider information about the coffee industry.

In the customer analysis section, you need to include information about your target market. Include details on who they are and why you think they will like your coffee shop, with metrics where possible. If you performed market research before starting your coffee shop business plan, include that here.

Market Analysis

The coffee industry is expected to keep growing between 2020 and 2024 in the U.S. Research suggests that coffee is one of the most consumed beverages in the country, with the average person drinking two cups per day. We believe that this growth, plus the high volume of coffee people drink each day, makes opening a coffee shop a good business opportunity . 

Competitor Analysis

AI Coffee will be located in a vibrant district that is seeing offices open up and new companies move in. There are currently two other coffee shop competitors in the immediate area, but we believe there is room for more.

Our shop’s main advantages are that it is closer to a new office building than the other shops. We also plan to differentiate ourselves by offering a small lunch menu, unlike any of the existing coffee shops, as well as various customer loyalty schemes . 

Customer Analysis

The location of the coffee shop has high footfall, especially before and after work and during lunchtimes. The area has a high proportion of local professionals who can afford to spend money on coffee and other drinks. 

The office blocks in the immediate vicinity are home to around 2,500 people. There are also other buildings being developed nearby. The location is also close to shopping and entertainment districts. We expect to receive significant revenue from passersby, who will keep us busy during the day. 

Sales and Marketing Plan

Business Plan Doc

Before you start a coffee shop, you should have a clear idea of what your business’s sales strategy will be.

Your sales strategy contains practical details on how you will handle sales. You should also include sales forecasts and how you have come up with these forecasts. In this section, you should include information about the products you will sell and your pricing strategy.

Your marketing plan will discuss the strategies you will use to get customers through the door. Discuss your budget and expected returns on investment. If you have a particularly complex marketing plan, you may want to create a separate document for this and only include the highlights in your business plan.

AI Coffee will open from 7.30 a.m. until 7.30 p.m. seven days a week. We expect the hours immediately before and after office hours, as well as between 12 p.m. and 1 p.m., to be the busiest of the day, with much of our sales being to take out. 

We will use a commercial espresso machine and we expect to be able to produce up to a maximum of 70 cups of coffee per hour, which should be sufficient during busy times. 

We will sell our espresso-based drinks and tea at between $3 and $6, depending on the drink and the size. We will sell pastries at between $2 and $5, as well as light meals at between $7 and $12. These meals will be packaged so customers can either eat them on-site or take them away. 

We expect to generate around $730 per day from food and drink sales. 

Marketing Plan

We will market our coffee shop to customers in the nearby area through display marketing in relevant locations. We will also use social media marketing to target people nearby, and we will connect with people through our social media accounts. We will use these accounts to keep customers updated with new menu items as well as offers and discounts. 

We will also create a website and an app, which we will use to run a customer loyalty scheme . We will provide the option to order coffee through the app and pick it up at the shop. We think this will appeal to busy professionals. 

Our marketing will focus on the quality of the coffee we sell, as well as the benefits of our shop to office workers ( in-app ordering ). During the week after we open, we will offer substantial discounts on coffee to attract people to our business. This offer will be central to our marketing during this period. 

We will encourage repeat customers using a loyalty scheme that will give them a free cup of coffee when they buy eight drinks.

Our marketing budget will be $500 in the first two months, but we will cut this down to around $350 a month after that. 

Operating Plan

Barista Making Latte

The operating plan will include details of how you will run your coffee shop. This will include costs, as well as specifics about things like opening times, food and drink production, prices, and more.

It will also allow you to spot any potential conflicts. For example, if you plan to serve 150 office workers between 7:30 a.m. and 9 a.m., can you do it with only two members of staff or would you be better off hiring another employee?

You can also use this section to explain any licenses or certifications you need to get before you open your shop, as well as how you will train employees.

We will open from 7:30 a.m. to 7.30 p.m. We will always have at least three staff members in place to take care of making coffee, process sales, and keep the coffee shop tidy.

We will buy our coffee wholesale from a supplier that specializes in high-quality coffee. This coffee will cost $40 per five-pound bag. We will keep enough coffee in stock to last for at least one week. 

In terms of equipment, we will use a commercial grinder to grind beans before making each cup. 

We will buy pastries and light meals from a local supplier who will also take care of the packaging. We will receive a daily delivery at 7 a.m., thirty minutes before the shop opens. 

We will thoroughly clean up the shop after closing to ensure it is ready for the following day. We will build HACCP processes to stay compliant with food safety regulations. All members of staff will receive training so they know about these processes.

Management Team

In the management team section, you should include who the business owners are and who will manage your coffee shop. You should write about any experience or qualifications they have that will help make them successful.

If the owners won’t be managing the coffee shop, you should include details about who will take care of the day-to-day running of the business. In this section, include how much you will be paying each of the management team as well as how any profits will be shared amongst the owners.

The owner will also manage the coffee shop. The owner has over ten years’ experience working in coffee shops, including six years in various management positions. AI Coffee will also hire two full-time employees. These employees will have at least two years’ experience working in a coffee shop. We will pay each full-time employee $22,000 a year.

We will also hire four part-time employees with or without experience to work at weekends and provide cover during the week. We will pay these employees $10 an hour. 

Financial Plan

The final section of the coffee shop business plan is the financial plan. Here you need to go into detail about how your business will be financially successful.

Include operating costs (this includes the cost of equipment), loan repayments, cash flow and expected revenue (in the first year, especially). Also, include a balance sheet analysis that shows how much revenue you need to take in to become a profitable coffee business.

In this section, we will explain our financial plan, including costs, expected sales, and profit. We will also include a balance sheet. We believe this plan accurately illustrates why AI Coffee will be financially successful. 

ADD FINANCIALS 

Wrapping Up

That’s all for our coffee shop business plan guide. We hope that this has equipped you with enough knowledge on how to start a coffee shop and will help you with your business planning.

To find out more about getting a business up and running, check out our guides to writing a business proposal in 2019 and writing a small business marketing plan.

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How to Write a Coffee Shop Business Plan + Free Template

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You are a smart entrepreneur. You don’t jump right in and open a coffee shop just because you decoded the secret of making perfect cups of steaming delicious coffee.

Instead, you wait and plan to write a unique business plan that resonates with your coffee shop’s concept.

But hey, writing a business plan is actually complex. Without any structural format or direction, you may end up making a hotchpotch of your business idea.

To ensure that your business concept translates properly into a plan, we created this step-by-step guide that will prompt you to write an insightful coffee shop business plan in great detail.

Also, get a free coffee shop business plan template that has all the relevant examples for you to get started.

So get yourself a cup of coffee and decode the secrets of writing a stellar plan in easy steps.

Let’s get started.

Key Takeaways

  • Craft a compelling executive summary for your coffee shop business plan. Add key details regarding financials, marketing, business objectives, and operations to help investors evaluate your business idea.
  • Conduct thorough research on the coffee shop market by analyzing the key trends, consumer preferences, and needs of your target market.
  • Streamline your coffee shop operations with a detailed plan outlining the standard operating procedures of your key business processes.
  • Ensure the compliance of business by acquiring essential licenses and permits.
  • Design a brief sales and marketing plan to ensure that the coffee business reaches its target customer and starts making sales.
  • Identify your unique selling proposition and determine your competitive edge in the market.
  • Using SWOT analysis, analyze the strengths, weaknesses, opportunities, and threats of your competitors and your own business.
  • Create a sample menu and determine your menu offerings by considering varying different aspects.

Why Prepare a Coffee Shop Business Plan?

A lot of variables play together to write the success story of your coffee business.

From choosing a shop location to remodeling it as per your unique concept, hiring staff, determining sales strategy, acquiring licenses and insurance, and planning operations-you need to undertake multiple activities, consecutively at a time, to start and run a coffee business.

A business plan will guide you like a map in the right direction. It will ensure that all the business objectives are achieved without breaking a compliance code.

It forces you to assess the viability of a coffee shop idea before you invest the money in it. You can strategically plan the coffee shop’s success by making detailed financial projections relating to the company’s sales, revenue, costs, and expected expenses, and cash flow.

And most important of all, a business plan will help you acquire the required funds by winning the trust of potential investors.

How to Write a Coffee Shop Business Plan: A Complete Guide

Let’s walk through the process of writing a coffee shop business plan with detailed step-by-step instructions.

1. Get a business plan template

Writing a business plan from scratch is pretty exhausting. You are likely to leave behind an important detail without any structural format.

So do yourself a favor and get a business plan template. Trust us, it’s going to make your plan writing process so much simpler.

A template helps bring clarity and focus to different sections of the plan by prompting you in specific directions. Moreover, the templates contain examples and tips specific to coffee shops making it extremely relevant for your business.

Looking for a well-structured and modern business plan template?

Well, we knew you would. Presenting the Upmetrics business plan template that can be easily customized for your unique coffee shop business. Simply download our template and modify it as per your business concept.

business proposal template for coffee shop

Need Assistance Writing a Coffee Business Plan?

Get Upmetrics’ business plan template, import data directly into the editor, and start editing using Upmetrics AI Assistant.

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2. Write an executive summary

An executive summary is like a north star of your business plan. It will act as a guiding light for stakeholders to understand your journey ahead.

Investors will read the executive summary of your coffee shop business plan before even allowing you a presentation.  So definitely it needs to be compelling and converting.

Keep your executive summary concise but detailed enough that it summarizes the key points of your entire plan. Include the problems you would be solving and the solutions you have to offer. Adapt a storytelling tone and focus on highlighting the business goals, financials, objectives, and overall business strategy.

Now, move ahead and visit this part when you are done writing for the entire plan. Summarizing becomes much easier and more effective when you are aware of the entire plan’s details.

Also, two pages are more than enough for writing a capturing executive summary.

3. Conduct a competitive and market analysis

Build a strong foundation for your coffee business by diving deep into the market research of the coffee industry, competitors, target audience, market trends, and your attainable target market.

Analyze the coffee shop industry from a macro viewpoint and then gradually narrow it down to your particular market. For instance, the revenue in the US coffee market size was $85.2 billion in 2022 and is expected to grow by 3.21% between 2023-2028.

Now, identify your targeted available market (TAM) from this and analyze the growth potential of your particular coffee shop. Overall, try to show that the coffee shop business has a thriving opportunity to grow in the market.

The market analysis for a coffee shop business must include the study of the following:

Customer analysis

Customer analysis is essential to identify your target customers. Having a thorough understanding of your target market will help formulate the business and market strategies appropriate for your business.

Create the buyer persona of your ideal customer. Focus on these details to outline your ideal customer:

  • Customer demographics: Age, gender, location, income, occupation, and ethnicity of the customers who will visit your coffee shop.
  • Customer psychographics: Beliefs and values of your ideal customer, their interests, spending pattern, and their media consumption.

For instance, the ideal customer for Steamy Sips is 23-38 years old and works in a corporation. He/ She likes to spend money on coffee regularly and prefers fresh roasted seasonal brews, is socializing, and loves working in a cafe remotely.

Competitors analysis

After determining your target market, look around and identify your potential competitors.

Begin by identifying the top competitors of your coffee shop. This can be neighboring coffee shops, kiosks, or coffee karts that offer similar services to your business.

Now conduct a SWOT analysis of these coffee shops by analyzing their strengths and weaknesses. Also, analyze your strengths against competitors and highlight your competitive edge in the market. Be realistic with your assessment as this will form the foundation of your related business policies.

Lastly, identify if there are any stellar opportunities for you to leverage in this market.

SWOT analysis of a coffee shop business

Collect data from highly authoritative websites, data publications, and local studies specialized in the coffee industry. For instance, SBA , SCA coffee , Mintel , Business Wire , COFFEEBI , etc.

This section is your chance to prove to the potential investors that you are aware of the market challenges and there exist favorable chances for your coffee shop to thrive and grow.

4. Prepare a company overview

Just like the executive summary of your coffee shop business plan, this section includes a brief business description of your coffee shop. It offers readers a peek into your business structure, goals, mission, and company values.

Depending on your market analyses choose the type and structure of your business concept. Clearly describe whether you will start a cafe or coffee shop, coffee kart, coffee bar, or coffee house and whether the business structure will be LLC, partnership, or sole proprietorship.

Further include your mission statement, coffee shop objectives, and goals to complete the company overview section.

Mission statement: A mission statement highlights the purpose of your coffee shop’s existence and its long-term objective.

  • For instance, Steaming Sips’ mission is to cultivate a culture of freshly roasted coffee, serving a welcoming space for young individuals to connect, create, and unwind with every cup of our brews.

Coffee shop objectives: In this part, highlight your business objectives in terms of milestones, growth goals, revenue goals, sales numbers, etc.

  • For instance, Steaming Sips aims to open 3 branches across San Fransisco by the end of 2025.

5. Present your sample menu

The market research earlier helped you understand your potential audience in great detail. Now, it’s time to decide what to offer on your menu.

A sample menu is an important component of your coffee shop business plan. With a menu, investors will know what exactly you will be serving and what makes you different.

A coffee shop can stand apart selling just coffee drinks. However, there are many coffee shops that sell coffee and food products together. Depending on your coffee shop concept and the target market, decide the menu items.

Here are a few things to consider while making your menu and establishing yourself as a specialty coffee shop.

  • Different types of coffee drinks that suit your customer’s taste. For ex. filtered coffee, frappuccino, brewed coffee, hot coffee, etc.
  • The type of coffee beans to produce high-quality coffee, e.g. organic coffee beans.
  • Different types of coffee roasts, e.g. dark roast, medium roast, light roast.
  • Different types of milk, e.g. plant-based milk options and dairy milk.
  • Seasonal coffee specialties.

Strategically place the items in your menu and add the prices alongside. Incorporate branding elements of your coffee shop in the menu as well.

6. Coffee shop design and layout

Till now, the coffee shop idea was just a business concept, jumbled randomly across your mind. Writing a business plan will help you to sort those ideas, one section at a time.

The design and layout section helps potential investors visualize the appearance of your coffee shop. It is your chance to help them understand your coffee shop concept and the aspects that set you apart from other coffee shops.

Begin by highlighting your coffee shop location in this section. Briefly explain how the location is suitable for your potential customers.

Also, present the moodboard of your coffee shop and highlight the branding and visual elements of its design.

Overall, explain how you will create a welcoming atmosphere for your customers by incorporating design and decor elements in your shop.

location of coffee shop business

7. Prepare a coffee shop marketing plan

Now that you have the concept, design, and menu for a coffee shop, it’s time to work on its marketing plan. The coffee market is intensely competitive and only a solid marketing action plan can differentiate your business from other coffee shops.

Using your market research, identify the best marketing strategy for your business. Ideally, coffee shops build a cohesive brand image using a mix of digital marketing practices.

For instance, a website can be used to build a robust web image, while social media can be used to connect with your target audience organically. Similarly, your coffee shop emails can focus on special offers and promotional invites while paid ads can help you target the wider audience.

In this section, you also highlight various promotional activities for your cafe such as karaoke evenings, art workshops, musical nights, happy coffee hours, etc.

Overall a comprehensive marketing plan must answer the following questions:

  • How will you draw coffee enthusiasts to your coffee shop?
  • What will be the pricing strategy of your coffee shop?
  • What will be your marketing budget?
  • What marketing channels will you use and who will undertake the marketing activities?
  • Will there be any promotional events at the cafe? If so, what type of events?

marketing strategy for coffee shop business

8. Introduce your management team

In this section, you will introduce the management team that will ensure the smooth functioning of your coffee shop business.

Begin by introducing the coffee shop owners and their relevant experience in the coffee market. Also, clarify if you will work both as owner and manager or hire a coffee shop manager to look after the day-to-day operations.

If you are going to hire a manager, introduce them and their key responsibilities in the section. Offer a brief description of their skills, experience, and expertise that can help your coffee shop business.

Overall, this section shows the potential investors that you have all the right people in a team to drive your coffee shop toward success.

9. Outline your operational plan

This section of a coffee plan offers brief details of everyday business processes that will guide you to build and run a successful coffee shop.

An operations plan includes a lot of details, answering some of these prominent questions.

  • Inventory and stock management: How will you manage and track the inventory? Who will be responsible for stock management? How often would you restock the inventory?
  • Production: Who will develop the recipes for coffee beverages? Will there be recipe cost cards for coffee preparation? Will there be kitchen staff working with food orders or will you outsource that?
  • Coffee shop equipment: What equipment will you buy for the coffee shop, i.e. espresso machine, coffee grinders, etc? Will that be a new purchase or a second-hand one? How much will the equipment cost?
  • Management: Who will serve the food and coffee in the shop? Who will look after customer complaints? What is the conflict resolution system at your coffee shop?
  • Technology: What technologies will you use at your coffee shop? Which payment and POS system will you use? Will there be an ordering kiosk?

A well-planned operations plan demonstrates your ability to run a coffee shop to your readers. So keep it detailed and revamp it as and when needed.

10. Create a Financial Plan

A financial plan helps assess the viability of your business idea by evaluating its financial aspects. It’s an important part of your coffee shop business plan whether you want to seek funding or not.

A well-built financial plan is presented in numbers, graphs, and charts and includes the following:

  • Evaluation of startup costs: Identify the startup costs of your proposed coffee shop. Take into account the costs for lease rental, licenses, equipment, remodeling as well as operating expenses for the first few months.
  • Sales forecasts and pricing: Determine the drink sales for your coffee shop and your pricing structure by conducting market research.
  • Operating costs: Your financial projections should include a thorough calculation of operating expenses to run a coffee shop business.
  • Balance sheet: A balance sheet will help investors assess your assets and liabilities and the liquidity of your business.
  • Cash flow statement: Make cash flow projections and demonstrate the inward and outward flow of money in the business.
  • Income statement: The figures in this sheet help evaluate the profitability of your business
  • Break-even analysis: The calculations here will help determine the sales level after which your coffee shop will start making a profit.

Now, making all these financial projections and calculations is a bit taxing. Not only that, you will have to create visual reports to make the financial section appealing and insightful.

Well, let’s make things easier with our financial forecasting tool. Simply enter your assumptions in a tab and our tool will generate important key reports for your business.

Don’t stress. You don’t need to worry about the visual reports anymore. Go, check your dashboard. You will have all the visual reports ready to be added to your financial plan.

coffee shop business profit breakdown

And that’s your detailed guide to writing your coffee shop business plan. Now, let’s check the latest industry trends ruling the coffee shop market. 

Coffee Shop Industry Highlights 2023

Let’s dive further deep into market analysis with these latest industry trends in the coffee shop market:

  • Coffee shop industry: The US coffee shop industry grew from $36 billion to 45.8 billion dollars between 2020-2022.
  • Number of coffee shops: According to Statista , in 2022 there were a total of 38.4 thousand coffee shops in the US.
  • Coffee drinkers: A performed market research indicates that the top coffee consumers aren’t youngsters, but seniors. Nearly, 70% of seniors consume coffee regularly.
  • Employment growth rate: The total number of people employees in the coffee shop industry in th US increased on average by 4.9% between 2018-2023.
  • Specialty coffee market: According to Grandview research , the US specialty coffee market is expected to grow at 10.9% CAGR between 2023-2030.
  • Price per cup: According to Business Insider , the average price per coffee cup in the coffee shop is almost $5, making it an affordable luxury for people.

Related Coffee Shop Resources

  • Coffee Shop Operational Plan
  • Coffee Shop Financial Plan
  • Coffee Shop Marketing Plan
  • Latest Coffee Shop Business Trends

Download a sample coffee shop business plan

Need help writing your business plan? Let’s ease your plan writing process with our coffee shop business plan pdf. Download it for free and customize it as per your needs.

This modern intuitive template offers a step-by-step guide that will help you write a comprehensive and actionable business plan. It’s designed specifically for coffee shop businesses and includes examples relevant to your industry.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

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Enhance the quality of your business planning with Upmetrics. With more than 400+ customizable sample business plans , it offers features like AI assistance to write an impactful business plan.

Whether you are starting your own coffee shop or taking over an existing coffee business, Upmetrics’ insightful guides and resources will help you craft a compelling business plan in easy steps.

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Frequently asked questions, what are the key components of a successful coffee shop business plan.

The key elements of a coffee shop business plan are

  • Executive summary
  • Business overview
  • Coffee industry and market analysis
  • Sample menu
  • Coffee shop design and layout
  • Marketing and sales plan
  • Key management team
  • Operations plan
  • Financial plan

Should we consider franchising our coffee shop?

Yes, you can. Franchising is a proven way of increasing the reach and profitability of your coffee business. Moreover, it’s easy to scale your business through a franchise business model.

What is a traditional business plan for a coffee shop?

A traditional plan is very similar to modern business plans. It includes a summary of the company’s goals, objectives, business values, marketing objectives, and financial plan. The modern plans, however, are intuitively designed to be more suited to investors interest.

Do I need a business plan to secure funding for my coffee shop?

Yes. Investors and investing firms will ask for a business plan before giving you a chance to present the coffee shop concept. By studying your plan, they will gauge the viability of your coffee business, and depending on the analysis they will decide whether to invest or not.

What should I include in the financial projections section of my business plan?

The financial projections of your coffee shop plan must include the following:

  • Sales forecast
  • Startup cost estimates
  • Operating costs
  • Balance sheet
  • Income statement
  • Cash flow statement
  • Break-even analysis

About the Author

business proposal template for coffee shop

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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Download How to Write a Coffee Shop Business Plan + Free Template

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Coffee Shop Business Plan Template

If you want to start a coffee shop business or expand your current one, you need a business plan.

Over the past 20+ years, our coffee shop business plan template has helped over 7,000 entrepreneurs and business owners create business plans to start and grow their coffee shops.

Below is an example coffee shop business plan template that will help you write your own coffee shop business plan:

2. Company Overview – Your company overview should include a detailed explanation of the company’s concept, location, products/services offered, customer profile and market size.

3. Industry Analysis – This section involves researching various aspects of the coffee industry such as its size, competitive environment, key players and trends.

4. Customer Analysis – The customer analysis should include a description of your target audience, their needs and how you plan to attract and retain these customers.

5. Competitive Analysis – This should include a description of your competitors, their strengths and weaknesses and how you plan to compete with them.

6. Marketing Plan – Your marketing plan should outline the strategies and tactics for achieving your specific marketing objectives.

7. Operations Plan – This should outline the day-to-day operations of the business, its personnel structure, hierarchy and supplier relationships.

8. Management Team – This section should include a description of the key players in the company, their skills and responsibilities.

9. Financial Plan – The Financial Plan should include your businesses’ financial statements and funding requirements.

Next Section: Executive Summary >

Coffee Shop Business Plan FAQs

  • What Is the Easiest Way to Complete My Coffee Shop Business Plan?
  • Growthink’s Ultimate Coffee Shop Business Plan Template allows you to quickly and easily complete your business plan.
  • Where Can I Download a Sample Coffee Shop Business Plan PDF?
  • You can download our coffee shop business plan PDF template here. This is a coffee shop business plan example that you can use in PDF format.
  • What Is a Coffee Shop Business Plan?
  • Why Do You Need a Business Plan?

1. A business plan sets a clear direction: Perhaps the most significant benefit of having a business plan is that it gives you a clear direction and purpose. It outlines your goals and objectives, how you plan to achieve them, and the timeline and resources required. A well-written business plan also clarifies your target audience and helps you understand their needs and preferences. With a solid business plan, you’ll have a better idea of where to focus your efforts and resources, which can save you time, money, and frustration.

2. Helps secure funding: Opening a coffee shop requires a significant investment in equipment, inventory, rent, and staffing, among other expenses. To secure funding from investors or lenders, a business plan is essential. It demonstrates your knowledge of the industry and market trends, your marketing strategy, financial projections, and how you plan to mitigate risks. A well-thought-out business plan can help convince potential investors that you have a viable idea and are a good investment.

3. Provides a roadmap for growth: A business plan is not just for starting your coffee shop; it’s also essential for long-term success. It’s a roadmap that can help you navigate the ups and downs of running a business. A good plan should contain measurable goals that you can track and adjust as needed. It should also have contingency plans if things don’t go as expected. As your coffee shop grows and evolves, refer to your business plan to ensure that you stay on track and adapt to changing market conditions.

4. Attracts and retains employees: In addition to investors and lenders, your business plan can also help attract and retain employees. A clear business plan shows potential employees what your vision is and what you want to achieve. It also shows them how they can contribute to your success and how you plan to reward them for their efforts.

5. Enhances credibility and professionalism: Finally, a business plan can enhance your credibility and professionalism. It shows that you have thought through your ideas and have a clear plan for how to execute them. This level of detail and preparation can go a long way in building trust with potential investors, lenders, employees, and customers. A well-written business plan can also make you stand out from your competition by demonstrating your attention to detail, industry knowledge, and commitment to success.

  • What Are the Sources of Funding for a Coffee Shop?
  • The main sources of funding for a coffee shop are bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable. But they will want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business and ultimately help you secure funding.

COFFEE SHOP BUSINESS PLAN OUTLINE

  • Coffee Shop Business Plan Home
  • 1. Executive Summary
  • 2. Company Overview
  • 3. Industry Analysis
  • 4. Customer Analysis
  • 5. Competitive Analysis
  • 6. Marketing Plan
  • 7. Operations Plan
  • 8. Management Team
  • 9. Financial Plan
  • 10. Appendix

Start Your Coffee Shop Plan Here

Other Helpful Business Plan Articles & Templates

Download a Free Business Plan Template

Free Coffee Shop Business Plan Template

Win over investors with this customizable, free coffee shop business plan template..

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What’s Inside This Free Coffee Shop Business Plan Template:

  • A business plan template for coffee shops formatted for Word or Pages
  • Instructions and tips to help you create a successful coffee shop business plan
  • 8 customizable sections, including a coffee shop business plan introduction, operations plan, and more

Starting any business can feel daunting, but starting a coffee shop comes with a unique set of challenges. From concept to staffing, there’s a lot to consider as you begin mapping out your coffee shop business plan. And that’s where a coffee shop business plan template can help.

Why You Need a Coffee Shop Business Plan Template

Writing a business plan is one of the first steps in opening a coffee shop. Think of it as the blueprint for your business. Why recreate the wheel and write your coffee shop’s business plan from scratch when you can get started with our handy template? 

Using a template can speed up your business plan writing process, thanks to detailed instructions and tips on what to write in each section. 

And, because this template is designed especially for coffee shops, you’ll find helpful guidance on things like design and layout considerations that are unique to this type of business.

How to Start a Coffee Shop

Still researching how to start a coffee shop? Creating a business plan is the first step, but there’s so much else to consider, including:

  • Writing a successful coffee shop business plan : Use our template to strategize where you’ll get the funds for your business, what will make your coffee shop different from others, who you’ll hire, and more.
  • Getting funding : Execute the financial part of your business plan by securing funding for your business, whether through personal savings, friends and family, investors, or a loan.
  • Finding and customizing a location : Search for a commercial space, then make it your own with furniture and decor.
  • Sourcing coffee : Decide if you’ll roast your own beans or partner with a vendor.
  • Hiring staff : Employees are the heart of any food service business. Invest time into finding the right people to join your team.
  • Marketing your coffee shop : Spread the word about your coffee shop online and in person through partnerships, events, social media, restaurant email marketing , and more.
  • Opening your business : Launch with a bang through a grand opening.

How Much Does it Cost to Start a Coffee Shop?

How much it costs to start a coffee shop depends on a number of factors, including your shop’s location and size. As part of the planning process for your coffee shop business proposal, research the costs of real estate in your area, furniture, equipment, POS systems, inventory, payroll, and marketing and advertising to establish an opening budget. Make sure to include a buffer in your budget for unexpected expenses.

What You’ll Find in This Free Coffee Shop Business Plan Template

Our free, 20-page coffee shop business proposal template comes with eight customizable sections. In each section, you’ll find:

  • Headings that you can customize or use as-is
  • Explanations of what each section is for
  • Tips on what to write in each section
  • Suggestions for how much to write
  • Coffee shop business plan examples 
  • Links to helpful resources, like pricing strategies, menu templates, technology suggestions, and more

The free business plan template for coffee shops is completely customizable, from the introduction to the appendix, which means you can adjust the business plan to fit your unique concept. So whether your goal is to create a community coffee hub or a hip third-wave coffee bar, this template can help.

When you’re done filling out each section, you can save the coffee shop business plan template in Word or Pages. You can also print the document so you can share your business plan and ideas with friends, family, and investors.

Success! Click below to access the download.

We’ve also sent you a confirmation email with a personal download link so you can access the content at any time.

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Business Plan Template for Coffee Shop

Business Plan Template for Coffee Shop

Starting a coffee shop business is an exciting venture, but it requires careful planning to ensure success in this competitive industry. With ClickUp's Business Plan Template for Coffee Shop, you can easily outline your vision, goals, financial projections, marketing strategies, and operational plans all in one place.

This comprehensive template helps coffee shop entrepreneurs:

  • Create a compelling business plan to attract potential investors and secure funding
  • Define their target market, analyze competition, and develop effective marketing strategies
  • Set realistic financial goals and projections to ensure profitability
  • Streamline operations and manage resources efficiently for a smooth and successful launch

Don't miss out on the opportunity to bring your coffee shop dreams to life. Get started with ClickUp's Business Plan Template for Coffee Shop today!

Business Plan Template for Coffee Shop Benefits

Launching a successful coffee shop requires careful planning and a solid strategy. By using a business plan template, you can:

  • Clearly articulate your vision for the coffee shop, including its unique selling points and target market
  • Set measurable goals and objectives to track your progress and stay on track
  • Create detailed financial projections to secure funding and attract investors
  • Develop effective marketing strategies to build brand awareness and attract customers
  • Establish operational plans and procedures to ensure smooth day-to-day operations
  • Have a roadmap for success, making it easier to navigate challenges and adapt to changing market conditions.

Main Elements of Coffee Shop Business Plan Template

ClickUp's Business Plan Template for Coffee Shop provides entrepreneurs with a comprehensive framework to outline their vision and strategies for a successful coffee shop business.

Here are the main elements of this template:

  • Custom Statuses: Track progress with four statuses including Complete, In Progress, Needs Revision, and To Do, ensuring that all tasks and sections of the business plan are accounted for.
  • Custom Fields: Utilize three custom fields such as Reference, Approved, and Section to add additional context, organize information, and easily categorize sections of the business plan.
  • Custom Views: Access five different views including Topics, Status, Timeline, Business Plan, and Getting Started Guide to visualize and manage different aspects of your coffee shop business plan. These views allow you to focus on specific sections, track progress, create a timeline, and access a guide to get started.

With ClickUp's Business Plan Template for Coffee Shop, you can efficiently create a comprehensive business plan to attract investors and secure funding for your coffee shop venture.

How To Use Business Plan Template for Coffee Shop

If you're dreaming of opening your own coffee shop, you'll need a solid business plan to turn that dream into a reality. By using the Business Plan Template in ClickUp and following the steps outlined below, you can create a comprehensive plan that will help guide you through the process and set your coffee shop up for success.

1. Define your vision and mission

Start by clearly defining your vision for your coffee shop. What do you want it to be known for? What kind of atmosphere do you want to create? Next, craft a mission statement that outlines the purpose of your coffee shop and the value it will bring to customers.

Use a Doc in ClickUp to brainstorm and write down your vision and mission statements.

2. Conduct market research

Before diving into the details of your coffee shop, it's important to understand the market you'll be entering. Research your target audience, competition, and local coffee shop industry trends. Identify any gaps or opportunities that you can leverage to differentiate your coffee shop.

Use custom fields in ClickUp to track and organize your market research findings.

3. Plan your menu and offerings

Your coffee shop's menu will be a key factor in attracting and retaining customers. Decide on the types of coffee and beverages you'll offer, as well as any food items or specialty products. Consider creating a signature drink or unique menu item to set your coffee shop apart.

Create tasks in ClickUp to outline your menu and track the ingredients and supplies needed.

4. Develop a marketing strategy

To ensure the success of your coffee shop, you'll need a strong marketing strategy to attract customers and build brand awareness. Determine the best channels to reach your target audience, such as social media, local advertising, or partnerships with other businesses. Outline your marketing tactics and budget.

Use the Calendar view in ClickUp to plan and schedule your marketing campaigns.

5. Create a financial plan

A solid financial plan is essential for any business. Determine your startup costs, projected revenue, and operating expenses. Calculate your break-even point and set financial goals for your coffee shop. Consider creating different scenarios to analyze the potential impact of different factors, such as pricing or volume of customers.

Use custom fields in ClickUp to track and analyze your financial data and create a Gantt chart to visualize your financial milestones.

By following these steps and using the Business Plan Template in ClickUp, you'll have a comprehensive plan in place for your coffee shop. This will not only help you secure funding and make informed decisions, but also set you up for success as you embark on your journey to open and run a thriving coffee shop.

Get Started with ClickUp’s Business Plan Template for Coffee Shop

Entrepreneurs looking to start a coffee shop business can use the Business Plan Template for Coffee Shop in ClickUp to streamline their planning process and create a comprehensive roadmap for success.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a detailed business plan:

  • Use the Topics View to outline different sections of your business plan, such as Executive Summary, Market Analysis, Marketing Strategy, Financial Projections, and more.
  • The Status View will help you track the progress of each section, with statuses like Complete, In Progress, Needs Revision, and To Do.
  • Utilize the Timeline View to set deadlines and milestones for each section of your business plan.
  • The Business Plan View will give you an overview of your entire plan, allowing you to easily navigate between sections.
  • Create custom fields like Reference, Approved, and Section to add additional context and organization to your business plan.
  • Use the Getting Started Guide View to keep track of the next steps and action items needed to bring your coffee shop business plan to life.
  • Collaborate with team members and stakeholders to gather input, make revisions, and ensure your business plan is comprehensive and compelling.

By using the ClickUp Business Plan Template for Coffee Shop, you can streamline your planning process, stay organized, and create a professional business plan that sets you up for success.

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Business Proposal Sample for a Coffee Shop

Business Proposal Sample for a Coffee Shop

Opening a coffee shop is an intricate process that requires a lot of planning. The best way to do so is to form an official business proposal. Below is an example of a general coffee shop proposal to serve as a guide to anyone looking to create one.

Table of Contents

Executive Summary

Mug’s coffee shop is dedicated to becoming the one-stop-shop for all local coffee addicts. It will serve as a place for comfort and relaxation for anyone looking to slowly escape from the daily struggles of life.

As the need and popularity for gourmet coffee and other similar products continue to grow, Mugs coffee shop will continue to draw in local customers to continue to build a returning customer base.

Mugs coffee shop will ensure that its customers have the most relaxing and overall best experience while they sip coffee, consume delectable pastries, and enjoy the comfortable furniture and free internet access.

Mug’s coffee shop will operate in a 1,500 square foot building in the downtown business district of Rochester, Minnesota. This building has been secured through a 4-year lease with negotiations to take place after 3 years if the lease is to be extended beyond the fourth year.

The owners have successfully put forward $172,000, with an extra $25,000 being put forward by local investors and the rest of the funds are to be secured through First National Bank’s commercial loan program.

Mugs is expecting a sales revenue of about $297,000 in its first year, with revenue expected to increase to $408,000 by its fourth year of operation.

Under the assumption that Mugs coffee shop will maintain a gross profit margin of 68% and a low expense cost, it will see a growth in net profits rise from about $77,000 to $100,000 in that same period.

Business Proposal Sample for a Coffee Shop

1.1 Targets

Mugs identified target objectives during its first year of operation are to:

  • Maintain its goal of a 68% target operation
  • Produce a profit by its second month of operation
  • Be identified as a rising star in the restaurant world in Minnesota restaurant guide

1.2 Keys to Success

The keys to success for Mugs will be:

  • Customer retention
  • Effective target marketing
  • Efficient and quality service
  • A significant and complete understanding of all offered products

1.3 Mission Statement

Mugs aims to create a unique and relaxing experience for all of its customers while simultaneously providing an array of different products ranging from coffee, espresso, pastries, and an arrangement of other products.

Mugs will do everything in its power to create an environment for all of its customers that allows the stress of their daily struggles to melt away through the combination of kind customer service, a welcoming atmosphere, and a commitment to high-quality products.

The profits that Mugs enjoys will be used to keep employee satisfaction and morale high while also providing returns to its shareholders. It will also spend a portion of its profits on local charitable causes around the community.

Business Proposal Sample for a Coffee Shop

Product Overview

Mugs coffee shop will pride itself on offering not only the best coffee but also the best pastries in the local area. All of our ingredients will be of the highest quality to ensure peak flavor and quality standards.

The products offered will include different forms of prepared coffee such as lattes, cappuccinos, and espressos, as well as tea and other refreshments.

Mugs will also offer gourmet bakery products such as muffins, donuts, cakes, and cookies.

All of which will be used to help draw the customer in and to increase profits and overall customer experience.

2.1 Products Description

Mugs will be focusing on the needs of all customers with a build your own drink style of service. We will be offering a large number of toppings and other items to include in the products to create the customer’s desired taste.

These toppings and other items will include things such as milk (skim and soy), caramel, whipped cream, a variety of coffee creamers, vanilla extract, cinnamon, and other similar products.

All coffee will be made black with a basic coffee machine and the barista will then follow the desired orders of the customer as to what they want in their drink. There will also be drink ideas on the menu to help customers who are not experienced in the coffee world.

Market Analysis Summary

Recent market analysis has shown that the United States is on the path to maintaining a 4.2% growth rate in the field of coffee consumption.

The most recent data shows that citizens of the Midwest region of the United States consumed on average, 2.08 cups per day.

With its long and harsh winters, the citizens of Minnesota are known to be fond of a warm cup of coffee when they can get their hands on one. Mugs will do everything in its power to assure that the citizens of Minnesota choose us for their daily coffee needs.

3.1 Market Segmentation

Mugs will focus most of its marketing activity on the millennial generation, who, studies show, spend the most on coffee and coffee products outside of the home.

As a result, we will need to focus a significant amount of resources to try and draw college students from nearby campuses to Mugs to greatly increase our customer base,

3.2 Target Market Segment Strategy  

As a direct result of the millennial generation being considered the greatest spenders on coffee products outside of the home, Mugs will be focusing much of its market advertising on the local millennial generation.

This will include a large number of internet-based advertisements, including ads being placed on Facebook, Instagram, Youtube, and other social media sites to draw in those seeing them.

Mugs will also focus heavily on keeping in touch with its customers by creating an online presence through sites such as Facebook, Instagram, and Snapchat, as well as maintaining a blog about coffee and coffee products.

Mugs will also advertise healthier options for its products to help draw in millennials who as a generation are more concerned about living a healthy lifestyle compared to other generations.

4.3 Industry Analysis

Over the last decade in the United States, coffee consumption has shown a steady 2.5% growth rate. This rate is only expected to continue its path and will likely reach a higher growth rate sometime over the next few years.

The Midwest of the United States is enjoying much of this success, as the variable climate of Rochester Minnesota, which is what most of the midwest experiences, is ideal for coffee sales.

This is a result of the Midwest’s long and harsh winters which drive people inside looking for a warm environment and a warm beverage which is essentially what a coffee shop is designed to be.

The Midwest also experiences fairly hot and humid summers, which is when coffee shops switch many of their resources to making iced drinks, perfect for anyone looking to cool down while still enjoying the benefits of coffee products.

Business Proposal Sample for a Coffee Shop

4.4 Competition

The city of Rochester is a fairly competitive area when it comes to coffee sales and consumption offering over two dozen separate coffee shops in the city which holds a population of about 116,000 people.

The main competitors will be Starbucks and Panera Bread, as both are chain companies with massive resources and fantastic brand name recognition.

However, recent studies have shown that a great percentage of the population is beginning to prefer smaller shops, especially when they are shopping locally.

To make a name in the already established market, Mugs will have a grand opening sale offering discounts on our products to help bring on the local population. We will then offer several coupons that will help maximize customer retention.

Management Summary

The majority of Mugs is owned by Mr. Rockefeller who has a bachelor’s degree in business management from XYX University. He has years of experience overseeing projects similar to this one and will be in charge of conducting management training.

A professional experienced manager will be hired to oversee all bar operations and will be paid a salary of $32,500 yearly. The manager will also be in charge of hiring two full-time baristas to help bar operations, each being paid $12 per hour.

The manager will be in charge of hiring any additional staff as well, the salaries of which will be discussed with ownership.

Management will be responsible for all bar operations, employee management, inventory operations, ordering supplies, and working with ownership to create a marketing strategy.

Financial Plan

Mugs plans to capitalize on the need for a relaxing environment and an escape from the harsh Minnesota winter and warm Minnesota summer.

The owners have provided the company with sufficient funds to serve as start-up capital, and management will aim to provide a returning customer base to keep cash flow consistent.

The is that within 18 months, Mugs will see its profits double. Mugs will also aim to maintain a 68% measure of gross margin during that same period.

6.1 Projected Cash Flow

Over the first three years of operations, Mugs is anticipating its net profit to increase from $220,000 in the first year to approximately $315,000 in the third year.

This will be done through customer retention, effective marketing schemes, and overall effective management.

Business Proposal Sample for a Coffee Shop

6.2 Break-Even Analysis

Mugs are expected to see an average monthly cost of about $12,500. That, combined with its average margin of about 68%, Mugs will require about $17,000 monthly to break even in terms of equaling all of its expenses.

Based on current projections, Mugs should have no issues reaching this goal one opening.

6.3 Costs and Expenses

  Mugs will experience about $12,500 in monthly expenses.

These expenses will consist of employee salaries, product costs, building rent, utility, and equipment costs, as well as marketing costs.

These costs and expenses will be altered annually to keep up with changes happening to the business.

Frequently Asked Questions

A business plan should be updated based on the needs of your company. As a result, your plan may only need to be updated once every couple of years. However, it is recommended that your plan be revised at least once annually. This will allow the goals of your company as well as the other information in the business plan to be as accurate as possible. Your updates should include things such as any changes in costs you may have sustained, your current profit margins, any new employees, and other possible changes that may have occurred

A business plan is important because it essentially will serve as the outline of your businesses. It will hold all the necessary information you may need to ensure that your business will succeed. Without it, you will essentially be relying on dumb luck to ensure that your business succeeds, and in case you didn’t know, luck isn’t the most reliable thing. Instead, by having a business plan, you ensure that you and everyone else around you know exactly how your business plans to function, where all the money will come from, and any other information that may be crucial to the success of your business. To learn more about how much coffee shops make, click here .

To learn more on how to start your own coffee shop checkout my startup documents here

Please note: This blog post is for educational purposes only and does not constitute legal advice. Please consult a legal expert to address your specific needs.

business proposal template for coffee shop

Hi! I’m Shawn Chun

My adventure in coffee began when I first launched my first coffee shop back in the early 2000s. I had to figure out so many things on my own and to make it worse within 2 years of opening two large corporate coffee chains moved in just blocks away from me!

As I saw smaller and even some larger coffee shops in the neighborhood slowly lose customers to these giant coffee chains and slowly close up shop, I knew that I had to start getting creative…or go out of business.

I (like you may be) knew the coffee industry well. I could make the best latte art around and the foam on my caps was the fluffiest you have ever seen. I even had the best state-of-the-art 2 group digital Nuova Simonelli machine money could buy. But I knew that these things alone would not be enough to lure customers away from the name brand established coffee shops.

Eventually, through lots of trial and error as well as perseverance and creativity I did find a way to not only survive but also thrive in the coffee/espresso industry even while those corporate coffee chains stayed put. During those years I learned to adapt and always faced new challenges. It was not always easy, however, in the end, I was the sole survivor independent coffee shop within a 10-mile radius of my location. Just two corporate coffee chains and I were left after that year. All told the corporate coffee chains took down over 15 small independent coffee shops and kiosks and I was the last one standing and thriving.

Along the years I meet others with the same passion for coffee and I quickly learned that it is not only “how good a barista is” that makes a coffee shop successful, but the business side of coffee as well.

Hence why I started this website you are on now. To provide the tools and resources for up and coming coffee shop owners to gain that vital insight and knowledge on how to start a coffee shop successfully.

Stick around, browse through my helpful blog and resources and enjoy your stay! With lots of LATTE LOVE!

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Coffee Shop Business Plan

Ready to start your own coffee shop business? Set yourself up for success by creating a solid business plan. Download this business plan template, with pre-filled examples, to inspire your own plan.

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What you'll get with this template:

  • A complete business plan Unlike other blank templates, our business plan examples are complete business plans with all of the text and financial forecasts already filled out. Edit the text to make the plan your own and save hundreds of hours.
  • A professional business plan template All 550 of our business plans are in the SBA-approved format that's proven to raise money from lenders and investors.
  • Instructions and help at every step Get help with clear, simple instructions for each section of the business plan. No business experience necessary.
  • A Word doc you can edit We don't just have PDF documents that make editing a challenge. Each plan is available in Word format so you can start editing your business plan example right away.

Key sections in this coffee shop business plan:

All of our sample business plans are complete and include all of the sections that bankers and investors expect to see. Every plan includes the following sections:

  • Executive Summary : A quick overview of your plan and entices investors to read more of your plan.
  • Company : Describes the ownership and history of your business.
  • Products and Services : Reviews what you sell and what you're offering your customers.
  • Market Analysis : Describes your customers and the size of your target market.
  • Strategy and Implementation : Provides the details of how you plan on building the business.
  • Management Team : An overview of the people behind the business and why they're the right team to make the business a success.
  • Financial Plan : A complete set of forecasts including a Profit and Loss Statement, Cash Flow Statement, and Balance Sheet.

If you're interested in learning how to write a business plan, read our free in-depth guide to writing a business plan , download our free Business Plan Template , and check out LivePlan —our award-winning business planning software.

Looking for a sample business plan PDF? You can download a few PDF examples below:

  • Accounting and Bookkeeping Sample Business Plan PDF
  • Agriculture Farm Sample Business Plan PDF
  • Cleaning Service Sample Business Plan PDF

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business proposal template for coffee shop

Company logo

Coffee Shop Startup Proposal

Executive summary.

business proposal template for coffee shop

Competitors

Marketing plan.

  • Offer a high-quality menu of different coffee blends and food items at a nominal price;
  • Excellent customer service;
  • Offer both eat-in or take-out options.

Promotion Strategy

  • Email Marketing
  • Social Media Marketing
  • Advertising
  • Public Relations
  • Pre-opening Events at prime locations
  • [Add marketing activities]

Investment Estimate

Your benefits.

  • We expect income to approach $ [0.00] for the coming year in business. As a [0.00] % stakeholder, you'll gain a profit of  $ [0.00].
  • [Mention Benefits you will provide]

Client Testimonials

business proposal template for coffee shop

Acceptance and Signature

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Free Coffee Shop Startup Proposal Templates

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How to Write a Coffee Shop Business Plan

Have you always dreamed of opening a coffee shop? Then you’ve come to the right place.

Starting a coffee shop business plan is the first step to success. If you’re planning on raising startup capital by pitching to investors , make sure your coffee shop business plan is ready because they will definitely ask to see it.

If you’ve never seen a coffee shop business plan before, here’s a sample you can use (along with the template below) to get you started. It covers all the basic elements of a proper business plan, including an executive summary, overview and description of a coffee shop business, marketplace information, marketing initiatives, business operations, and financial plans.

business proposal template for coffee shop

In this article, we provide a step-by-step approach on how to write a successful coffee shop business plan. We outline each section needed in a good plan, explain that section’s purpose, and provide an example you can use as a starting point.

6 things to consider before  writing your coffee shop business plan

Before you start actually writing your coffee shop business plan, there are a few things you want to nail down first that will save you time and make communicating your vision a lot easier.

Make sure you can answer each of the following questions:

1. How long should a coffee shop business plan be?

A business plan can be anywhere from a few sheets to hundreds of pages long, depending on the size of your proposed business.

For a relatively small business like a coffee shop it’s best to keep the plan as brief and succinct as possible. We recommend 30 pages or less – especially if you intend to submit it to financial lenders for debt or equity financing. They will be looking for solid research, analysis, and strategy written in a concise form.

2. Who’s going to read your coffee shop business plan?

Take into consideration the audience of your coffee shop business plan. Will you be approaching financial lenders or investors? Or is your plan specifically for you and your management team? Just like creating a marketing plan , you need to adjust your writing style and messaging to match the audience’s interest. Certain sections might need more emphasis over others depending on your primary audience.

3. Where will your coffee shop be located?

If you aren’t ready to choose an exact location for your coffee shop , you should at least know which neighbourhood you’re targeting. The location you choose will determine important elements of your coffee shop business plan, such as your competitive analysis and venue type.

4. What is your venue type?

It’s important that you have a clear idea or concept of the type of coffee shop you want to open . What you need to cover in your coffee shop business plan will depend on whether you’re opening a small intimate cafe, gourmet food stand, or craft microbrewery. These can all be considered coffee shops. Sometimes it’s helpful to create Pinterest boards to help you fully visualize your concept.

5. What are your business goals?

Do you have any ideas of what your short- and long-term business goals are for your coffee shop? Are you going to start with one location and then expand a year after launching? Do you want to start off smaller with a food stand and then, once you have enough sales, open a sister coffee shop in a different neighbourhood? Be as specific as you can when communicating your vision and the goals you’re aiming to achieve.

6. What are your credentials and experience?

Have you ever worked in the coffee shop industry? Do you have any certifications? Consider the skills and experience you have that would give your audience confidence that you’re the right person for the business.

If you’re confident you have the skills and experience, then it should show in the coffee shop business plan. But if you’ve never spent any time working in the foodservice industry, you may want to get some hands-on experience so that, at the very least, you know what you’re getting yourself into.

5 Tips for Writing a Coffee Shop Business Plan

So now you’re ready to start writing your coffee shop business plan. To make the writing process easier for you, here are five useful tips:

  • Collect relevant resources (in addition to this article) that will help you when writing. This can include how-to guides, research and trends, and sample business plans – real or imagined. You can use all of these as inspiration and include them in the appropriate sections of your business plan.
  • Write down as much as you can without filtering yourself in the first round. Once everything is out, you can then determine which parts are relevant to which part of your business plan.
  • Don’t let yourself get stuck on one section. If you get writer’s block, make a note and move on to the next section. You can revisit it later, once you have more information or clarity.
  • Use visuals such as graphics and images to clarify your message wherever appropriate. As you write your coffee shop business plan, pull images from any Pinterest boards you created while visualizing your venue and concept.
  • All good things take time. So will your coffee shop business plan. Don’t worry if it takes longer than what you were hoping for. As time passes and you continue to work on your plan, you’ll be able to fine-tune your message and express your thoughts in a cohesive and succinct way.

Coffee Shop Business Plan Template

1. table of contents.

Even for a small coffee shop, your business plan is going to be a long document. A table of contents makes it easier for someone to find specific sections as they read through your plan.

2. Executive Summary

While the executive summary should appear at the beginning of your business plan, it’s the last thing that should be written because it’s an overview of the full business plan. It’s the most important part of your business plan and should be no longer than one page. The purpose is to summarize the main points of the plan, which helps save your audience time. They can then review the sections that are of most interest to them if they want to learn more. Remember to keep this section concise yet inspiring.

3. Business Overview

This section should include a list of basic information about your business. Refer to our coffee shop business plan template to see what it should look like when it’s fully fleshed out.

Below are common details that should be included in your plan, especially if you’ll be seeking bank loans or pitching to investors:

  • Legal name of business
  • Trade name of business (doing business as)
  • Business address (or potential business address)
  • Nature of business
  • Structure of business
  • Date business was established
  • Current mailing address
  • Phone number
  • Banking details (branch and banker’s name)
  • Social media handles

4. Business Description

This section is where your coffee shop concept comes to life.

It’s time to describe your business in great detail: elements like what the concept is going to look like, where it will be located, and the kind of vibe or brand you’ll be creating. Your business description provides paint a clear picture of your vision and goals.

Here’s what to include in your business description:

Will your coffee business be a sole trader, partnership, limited liability partnership or limited liability company? What people will be involved and what are their roles? Will some wear multiple hats? Be concise – you’ll go into more detail about the team later on.

Your coffee shop concept is your big idea . Take the time to describe why your idea is unique and what differentiates you from other coffee shops. Why should coffee drinkers choose your shop over the one down the street or two blocks over? Also, consider what kind of experience you want to create for your customers. Having a restaurant is not just about what you serve to customers but how you serve the whole experience.

Mission statement

Your restaurant mission statement  is one sentence that describes what your coffee shop will achieve. Think of your end goal as the ultimate driving force behind your business. Your mission statement should be something that can be displayed on marketing materials, so keep it short and straight to the point. It needs to easily express to people what your business is about.

Short- and long-term goals

In this section, you’ll want to mention any relevant personal and/or business goals. Your short-term goals describe your first year as a coffee shop owner. Long-term goals involve bigger picture thinking. They are things like how to scale your business or expand into new markets. Be descriptive in this section, but also realistic (i.e. stay within the scope of your financial projections ).

Menu and services

Include a sample menu and discuss your concept in greater detail. If you’re going to offer catering, delivery, or any other services, also include details about complimentary parts of the business in this section. Describe anything else you’ll be selling, such as pre-packaged foods, canned or bottled drinks, or retail products.

You probably haven’t secured a location or negotiated a lease just yet. No problem. Instead of those details, mention the neighbourhoods you’re considering for your venue and why. Answer the following questions and consider the effects they will have on your business:

  • Attraction: Which features of the neighbourhood will affect your coffee shop?
  • Competition: What other coffee shops or related businesses are located in the area?
  • Demographics: What kinds of people live, work, or visit the neighbourhood?

Describe your concept with as much visual detail as possible. Communicate why these details are important and how they relate back to your brand. If you’re working with a design agency or interior designer, mention them in this section and include their visual proposals or mockups.

Business description summary

This section covers a lot, so briefly sum it all up at the end. The business description tends to be filled with a lot of necessary details, so a summary will help your audience understand the main points.

5. The Marketplace

For this section of the coffee shop business plan, you want to demonstrate that you have thoroughly analysed the target market and can prove there is a demand for your business.

A good way to gather intelligence is to do a competitor analysis . Visit your competition, document their menu items, marketing tactics, business practices, pricing, and brand positioning, then analyze your findings from a variety of different angles.

You can also ask people in your prospective neighbourhood about how businesses perform in that area. By gathering as much information as you can, your marketplace assessment will be realistic and paint a clearer picture of how your business can be successful.

The marketplace section is another lengthy part of the coffee shop business plan, that includes the following components:

Market segment

In this section, you should provide an overview of your target audience. Consider details like demographics, psychographics, and segments of your target market.

It’s time to put your target customers under the microscope, show how well you know them. What types of people will frequent your coffee shop and what similarities/differences do they share? Get qualitative and quantitative data, and reference external resources that provide statistics about your customer segments and any other relevant information. Note that each customer segment within your target demographic will most likely have specific needs.

Market Trends

Include relevant statistics about past and current trends within your targeted marketplace. Anything that relates to the demand for a coffee shop business, as well as social and economic factors that have affected similar businesses in the area. Also mention if you’ve conducted your own research or hired a third-party to conduct research on your behalf.

Competition

In this section, you’ll want to be specific about who you consider to be competition. You’ll have both direct and indirect competition within your chosen neighbourhood. Your direct competitors are the coffee shops that offer similar customer experiences and types of cuisine. Indirect competitors may be different from your coffee shop concept but still compete for your target market’s attention and spend.

Now that you’ve analysed the competition, you should be able to articulate what makes you stand out from the others. What does your coffee shop offer to your target audience that no one else currently provides? Why should someone choose your business over another?

Opportunities

Taking into account your competition and customers, you should see where the gaps lie between supply and demand. Use this knowledge to fine-tune your concept and provide a better option for customers. From the menu to opening hours, whatever your coffee shop can do better than everyone else should be highlighted in this section.

Now consider the flip side: what advantages do your competitors have over your business? What do they offer to the market that your coffee shop doesn’t? Provide rationale as to why your coffee shop faces these barriers and, most importantly, how you’ll tackle them once you’re officially open.

Marketplace summary

Time to sum it all up. Expect this section to be a long one, because you’ve got to summarise everything you’ve outline in regards to your marketplace. Highlight the pieces of information that will have the most impact on your audience, such as the demographics of your target market, advantages, and opportunities.

6. Marketing

You may be an amazing barista who can make a killer cappuccino, but without consistent customers and sales, your business isn’t going to last for very long. You need a marketing strategy to keep people coming through the doors.

In this section, we’ll provide an overview of what to include in your marketing strategy, which you can use later on as the framework for your full restaurant marketing plan .

Positioning

Describe how you’ll appeal to your target customers and stay top of mind. Use the differentiators you outlined in the marketplace section to guide your positioning strategy. What do you offer that your target customers can’t get anywhere else? How will you communicate these offerings?

Describe your pricing strategy and how it compares to competitors. The most common question small businesses owners have is, “How do you know what price to charge?”

Questions that will help you decide on a pricing strategy include:

  • What are your food costs? (the total amount spent on food and beverages)
  • What are your food portion costs? (the sum total of all ingredients in one menu item)
  • What is the market price of similar menu items? (i.e. your competitors)
  • How does your pricing compare to the market price?
  • How is your pricing competitive?
  • What kind of return on investment do you expect with this pricing strategy, and within what time period?

Once you’ve determined your pricing strategy, make sure it aligns with your financials. The prices you charge have to be competitive but still allow you to make a reasonable profit.

Online promotion

  • Social Media: If you plan on creating and maintaining social media accounts like Twitter, Instagram, and Facebook, explain how you’ll use them to promote your business and brand.
  • Website: Describe your website’s overall concept and how it aligns with your brand. Provide visuals of the main elements and design style. Also, mention if you plan to built the site in-house or pay for professional services.
  • Advertising: List all of your paid digital promotions such as review sites, email marketing, and social media ads, as well as any agencies you’ll work with to develop and execute your digital marketing initiatives.

Traditional promotion

Will you be hosting an event for coffee lovers? Running a free coffee for a month contest? What about mailing printed ads to tempt locals with photos of your pastries? It’s always a good practice to have a mix of promotional tactics, so if you plan on utilising traditional channels as well as digital, list all your planned traditional ones here.

Marketing summary

Again, here’s your opportunity to briefly summarise your overall marketing strategy and describe which channels you’ll be investing in the most. Emphasize why your marketing strategy is the best approach for both the type of coffee shop you’re opening and the neighbourhood.

7. Business Operations

You’ve described your vision, the marketplace, and how you plan to market your business. Now it’s time to outline how you’ll actually execute your plan. This means outlining who will operate the day-to-day of your coffee shop.

Describe the main business management categories relevant to your coffee shop and identify the core team members who are going to have responsibility for each category. Introduce everyone on your payroll, from your restaurant consultant to management team to star baristas. List everyone’s qualifications, skills, and responsibilities, placing emphasis on how each role will help you reach your business goals.

List your suppliers according to type. Include descriptions of how each supplier will serve your coffee shop’s needs , as well as their credit and payment terms. This will include everything from food to technology to takeout coffee cups – even landscaping, if you location needs it. Consider how these suppliers may fit into your overall brand, in terms of what quality they are and how they’re sourced.

Since your coffee shop needs insurance coverage , conduct research to determine what’s mandatory. From general liability to workers’ compensation, getting the right insurance will help you sleep at night knowing you’re covered if something goes wrong (a big knock on wood here). Be sure to check with local and national requirements because these requirement may vary. Also, compare quotes from insurance providers. List each type of insurance your coffee shop will need and include what’s covered.

Figuring out what licenses your coffee shop will need is similar to insurance requirements (though this list may be longer). Required licenses and permits can be everything from a business license to food handler permits to music licenses. Start your research as soon as possible by checking your local government office website. List all of the licenses and permits required for your coffee shop and staff in this section.

Business operations summary

Summarize the main points discussed in the Business Operations section. This should be fairly straight forward, as it’s more fact-based than other sections.

8. Financials

The financial plan is the most important section of your coffee shop business plan – especially if you need debt financing or are trying to pitch to investors. Your financial plan has to demonstrate your business’ potential for growth and profitability. To do this, you will need to document your forecast in four main parts:

  • Revenue (forecasted sales)
  • Controllable costs (food and beverage costs, cost of labour)
  • Expenses (rent, supplies, utilities, marketing, etc.)
  • Start-up costs (costs related to opening your coffee shop, such as capital improvements and training)

For new businesses, a good rule of thumb is to underestimate revenues and overestimate expenses – the age old “under promise, over deliver” strategy.

We’ve created a forecast within our coffee shop business sample plan to demonstrate what numbers need to be included. Once you understand the sample forecast, you can then create your own forecast sheets and add in your numbers to project how profitable you’ll be.

9. Coffee Shop Business Plan Summary

Your business plan summary needs to tie together the overall message you’re trying to communicate. Use this final section to highlight how your coffee shop is different from what’s currently available in the market. It’s an opportunity for you to reiterate the most important points about your business.

Make sure to include the following sections:

  • Why your business will be successful: In a few sentences, repeat how your coffee shop is different and why your business will work.
  • What you need to be successful: If you’re asking for funding, repeat that ask here.
  • A thank you note: Thank your audience for reading your coffee shop business plan and remind them that you value their time and feedback.

If you’re thinking about opening a coffee shop then creating a business plan needs to be at the top of your priority list. Remember: you’re building a foundation for success. This includes saving money – because you’ll have your financials organized – and being able to actually get funding from banks and investors.

It’s a lot of work, yes. But keep in mind that you’re working toward making your dream a reality. Any time you can put in now, and we highly recommend additional research wherever possible, will benefit you on the other side – from the first cup to that last drop.

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Home >> #realtalk Blog >> Manage a business >> How To Write a Coffe…

How To Write a Coffee Shop Business Plan

By Shannon Mulligan

2 People sitting in coffee shop

Opening a coffee shop is an exciting endeavor. But before you can open your doors and pour that first cup of joe, you need a coffee shop business plan.

But what is a business plan? Why is it important? And do you really need one?

We’re breaking down everything you need to know so you can brew up your own coffee shop business plan with ease.

What is a business plan for a coffee shop?

A coffee shop business plan is a document that covers your business goals and everything you’re going to do to reach them. 

A business plan goes into all the details about your business, from the location of your coffee shop to where you’re going to source your coffee beans. Put simply, it breaks down how your coffee shop is going to be a success.

The importance of a coffee shop business plan

Writing out a coffee shop business plan can feel a bit tedious and unnecessary. And we won’t lie, they do take a bit of time and effort. 

But every business, no matter big or small, should have a business plan in place. A business plan for your coffee shop will help you:

  • Set business goals and keep you on track to reach them. A business plan acts as a roadmap to help your coffee shop business become (and stay) successful.
  • Identify any gaps in your business ahead of time. We’re only human. We all miss things from time to time. A well-written business plan can help you catch any mistakes or potential problems before they cost you.
  • Manage your to-do list before opening your coffee shop. Opening any business is a huge undertaking. A business plan covers all your bases from location to hiring , so you don’t miss anything before opening day rolls around.
  • Secure any financing or loans you might need. Banks or investors often want to see a business plan before they’ll offer you loans or even financial products like a business credit card.

Things to consider before you start writing a business plan for your coffee shop

Now that you know that you need a business plan, it’s time to grab your favorite cup of coffee and start thinking about the important stuff.

To help, here are some things to consider before you start writing your business plan.

  • What will make your coffee shop business successful? Will you offer a unique specialty coffee selection? Are you going to open in a location with a high demand for coffee?
  • Who is the target audience for your business plan? Different stakeholders will likely have different goals when reading your business plan. Banks and investors might be more interested in your financial forecasts. Meanwhile, potential suppliers might care more about your product offering to make sure that your coffee shop is a good fit for their products 
  • What information or research will you need to create an informed business plan? A coffee shop business plan will look different than that of a salon or even a bakery. Take some time to think about what information you’ll need to research. For example, before you can write your business plan, you’ll likely need to know the cost of a coffee maker or the average hourly wage of a barista .

How to write a coffee shop business plan in 7 steps

If you’ve never written a business plan before, it can feel more complicated than a grande mocha frappucino with extra whip, hold the syrup. But don’t worry, we’re breaking down the key sections of a coffee shop business plan so you know exactly how to get started.

Here are the 7 steps and sections you’ll need to write your coffee shop business plan.

1. Executive summary

This is a high-level overview of your coffee shop business plan—the TL;DR of the business plan if you will.  Here, you’ll want to outline the important details in your business plan, but also tell an engaging story that makes the reader want to dive into the rest of your business plan.

Tip: This is the first section someone will read—but you don’t have to write it first. It can be helpful to come back to this section once you’ve finished the rest of your business plan.

2. Company overview and description

This next section in your coffee shop business plan is an overview of your business and your goals. 

In this section, you should answer questions like:

  • Who’s the founder or business owner? (AKA who are you and what is your background?) 
  • Why did you decide to start a coffee shop?
  • What’s your vision for your coffee shop?

3. Market analysis

A market analysis in a business plan helps position your coffee shop against other coffee shops, You want to show how you measure up to competitors or similar businesses. 

For example, as a coffee shop owner you might identify competing coffee shops in the area, or even other competitors like fast-food chains. In your market analysis, you might even look at other successful similar businesses that you can use to show why your coffee shop will be a success. For example, let’s say you’re opening a coffee shop that’s open 24 hours. You can use examples of other 24-hour coffee shops in other areas that you can model your business after.

4. Business offerings

This is where things start to get exciting—you finally get to talk about coffee! 

The business offerings section of your business plan should include everything that you’ll offer to potential customers. For a coffee shop, this will likely include your potential coffee menu.  But if you have other products or services—like selling coffee beans or offering coffee machine repairs—you’ll want to include those here too.

5. Management and operations

Here’s where you’ll cover the day-to-day management and operation of your coffee shop. For example, you’ll want to outline details like: 

  • The expected costs of operating your business 
  • How many employees you’ll hire
  • Your point of sale (POS) system
  • How you’ll manage inventory

6. Marketing and public relations strategies

In this section, you should explain how you plan to spread the word. 

Will you hire a marketing agency ? Will you mail out flyers? Do you have any media connections that will help you earn PR?

Basically, you need to show that you have a plan for promoting your business.

7. Financial projections

Last but not least, it’s time to talk money. 

Financial projections provide insight into your revenue and expenses over the short and long term. They aren’t an exact science, but you’ll want to provide an educated estimate. Your financial projections should typically include:

  • Your start-up costs: This includes any one-time costs that you’ll incur to open your doors. For example, renovating the interior of your coffee shop.
  • Operating costs: This includes expenses like rent, marketing, and utilities. You’ll also need to consider materials and supplies, such as coffee and cups.
  • Labor costs: This is the cost of employing any baristas, hosts, or cashiers. For example, wages, cost of employee benefits , and hiring costs.
  • Forecasted revenue: This includes any money you’ll earn from coffee sales or any other products and services you might offer.

The goal is to show that your coffee shop business will be profitable.

The top tool to get your coffee shop running smoothly

Business plan written and ready to go? It’s time to start growing your coffee shop. From hiring your first employee to opening your second coffee outpost, Homebase is here to help.

Homebase is an all-in-one employee management app that helps small business owners manage hourly employees better and smarter. 

With Homebase, you can:

  • Create employee schedules in minutes
  • Track employee time and run payroll right from your phone
  • Hire and onboard employees for your coffee shop

Coffee shop business plan FAQs

Do you need to create a business plan for a coffee shop.

Yes. Every business, including a coffee shop, should have a business plan. Your business plan should include an overview of your business, what products and services you’ll offer, how you’ll manage and market your business, and financial projections.

How profitable is opening a coffee shop?

How profitable opening a coffee shop will be can depend on several factors. But generally, coffee shops can be a pretty profitable business. A business plan can help you project your revenue, costs, and profit—so you can feel confident growing your coffee shop.

How do you start a business proposal for a coffee shop?

Here are a few steps for how to start writing an effective business proposal for a coffee shop:

  • Start with an executive summary.
  • Create your coffee shop company overview and description.
  • Do a market analysis of competitors and similar businesses.
  • Decide on your business offerings.
  • Put a plan in place for managing and operating your business.
  • Create a marketing and PR plan.
  • Forecast your sales and business costs.

Remember:  This is not legal advice. If you have questions about your particular situation, please consult a lawyer, CPA, or other appropriate professional advisor or agency.

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Coffee Shop Business Plan Templates: A Pathway to Profitable Brews

Coffee Shop Business Plan Templates: A Pathway to Profitable Brews

Dhruv Kalra

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The coffee shop industry is a dynamic and rapidly evolving sector of the food and beverage industry. It has a prosperous history that dates back to the 16th century when coffee houses began to emerge in the Middle East. Since then, coffee shops have become a staple of modern society, offering people a place to relax, socialize, and enjoy their favorite coffee-based beverages.

Today, the coffee industry is a global phenomenon, with thousands of coffee shops operating in major cities and small towns around the world. According to market research, the global coffee shop market is expected to rise at a compound annual growth rate of 4.6% from 2020 to 2027, reaching a market size of $237.6 billion by 2027.

The growth of the Cafe industry is driven by several factors, including changing consumer preferences, increasing urbanization, and the rise of remote work and digital nomadism. Coffee shops have become a popular destination for people to work, socialize, and network, and many are adapting to meet the needs of their customers by offering a variety of food and beverage options, as well as comfortable seating and free Wi-Fi.

Distinctive Concept and Branding for Your Coffee Shop

Developing a unique concept and branding for your coffee shop is essential to create a distinct identity in the highly competitive coffee shop industry. To stand out, your coffee shop needs to have a compelling value proposition, mission statement, and visual identity that aligns with your target market and differentiates your business from competitors.

› A mission statement is a short and memorable description of the purpose of your coffee shop. It should reflect the values, goals, and aspirations of your business. Your mission statement should be communicated consistently to employees, customers, and stakeholders, and should inspire and motivate people to engage with your coffee shop.

› Your value proposition is a statement that defines what sets your coffee shop apart from competitors. It should communicate the unique benefits and experiences that customers can expect from your coffee shop, such as exceptional coffee quality, personalized service, a welcoming atmosphere, or a convenient location.

› A visual identity is the visual representation of your coffee shop, including your logo, color scheme, typography, and graphic elements. A strong visual identity can enhance brand recognition, reinforce your value proposition, and create an emotional connection with your customers.

To develop a unique concept and branding for your Coffee and snack shop, you need to conduct market research to identify your target market, their preferences, and their needs. You should also evaluate the strengths and weaknesses of your competitors and seek inspiration from successful coffee shops that align with your vision.

From Concept to Cashflow: Coffee Shop Business Plan Templates for Entrepreneurs

Are you considering starting a coffee shop but don't know where to begin?

A well-crafted coffee shop business plan templates can help you turn your dream into a reality. Whether you are a first-time entrepreneur or an experienced business owner, our business plan ppt templates will guide you through the process of creating a comprehensive and effective plan. So, let's get started on turning your coffee shop idea into a thriving business!

1. Executive Summary – A brief introduction

The executive summary template offers a brief yet informative snapshot of the coffee industry, presenting crucial details on market size, trends, and customer demand. It emphasizes the vast potential for growth in the coffee industry and underscores the importance of staying up-to-date with the latest trends to maintain competitiveness.

The summary includes data on the increasing demand for specialty coffee, the rise of coffee shop culture, and the impact of changing consumer preferences on the industry.

Executive Summary - A brief introduction

Download this PowerPoint Template Now 

Overall, the executive summary provides a clear understanding of the market landscape and the opportunities and challenges facing coffee shop owners and entrepreneurs.

2. Detailed overview of the entity

This template provides essential information about the coffee shop, including its name, incorporation date, web address, startup investment, mission and vision statements, and business goals.

It serves as a summary of the coffee shop's identity and values, giving potential investors or stakeholders a clear understanding of what the business stands for and its objectives. The mission and vision statements provide a glimpse into the coffee shop's purpose, while the business goals outline the strategies and objectives that the coffee shop will undertake to achieve its mission and vision.

Detailed overview of the entity

This template communicates the coffee shop's distinct identity and value proposition to stakeholders.

3. Unique value propositions of the coffee shop

This template showcases the unique features that set the café apart from its competitors. It highlights the founders' knowledge and expertise, which can help to build a reputation for quality and reliability in the industry.

The slide also covers the varied offerings that the café provides, such as specialty coffee, baked goods, and other menu items. Additionally, it emphasizes the importance of the location, showcasing how it can provide a strategic advantage in terms of accessibility and foot traffic.

Unique value propositions of the coffee shop

By showcasing these key differentiators, this value proposition template can help to position the café for success in the competitive coffee shop market.

4. Identifying market gaps and challenges

Next, we have the market gap template highlighting areas where the current market lacks certain features that the proposed café can potentially fulfill. It identifies a dull competitive advantage, where the proposed café can showcase a unique selling proposition or offer a differentiated brand experience.

Additionally, the slide focuses on identifying issues related to menu selection, such as offering popular items and pricing them correctly. It also addresses inventory management, ensuring that the café can provide efficient and timely service to customers.

Identifying Market Gaps And Challenges

By identifying and addressing these gaps, the café can position itself to successfully stand out in the competitive coffee industry.

5. Coffee industry in-depth analysis

The industry overview slide highlights key facts and statistics related to the coffee and snack shop industry. It provides information on market size, growth potential, and trends that can impact the industry.

The template also includes coffee consumption statistics of the population, helping to provide insights into customer preferences and behaviors. By understanding the broader industry landscape, the café can better position itself to capitalize on market opportunities and navigate potential challenges.

Coffee Industry In-Depth Analysis

Overall, the industry overview template serves as a foundational piece of information that helps to inform the café's overall strategy and approach to the market.

6. Key market trends in the industry

This template displays key factors that are driving growth and shaping the coffee industry. It covers various trends, including the integration of technology in the industry, which can help to streamline operations and enhance the customer experience.

Furthermore, the slide acknowledges the escalating demand for coffee among the growing working population, as it serves as a daily energy booster. It also highlights the spike in demand for certified coffee products like fair trade and organic coffee. Finally, the slide touches on how a hectic lifestyle is augmenting the strong coffee market growth.

Key Market Trends In The Industry

By utilizing these market trends to their advantage, the café can establish a strong market presence and attract a diverse customer base.

7. Assessment and evaluation of the competition

This template provides a comprehensive comparison of key players in the coffee industry. It analyzes the competition based on various factors such as products and services, strengths, food types, area/location served, and social media presence.

The goal of this slide is to identify areas where the café can differentiate itself and create a unique value proposition. By understanding the strengths and weaknesses of the competition, the café can tailor its offerings to meet the needs of its target market and effectively position itself to gain market share.

Assessment And Evaluation Of The Competition

This template is a critical component of the business plan and can help to inform key strategic decisions for the café.

8. Market sizing – Potential of the market in terms of size and profitability

Next, our market sizing slide shows an analysis of the coffee industry's total addressable market, serviceable available market, and serviceable obtainable market.

The total addressable market represents the entire market for coffee, including all potential customers. The serviceable available market is the portion of the total addressable market that the café can realistically target, given its location and resources. The serviceable obtainable market refers to the market segment that the café can practically secure by taking into account its marketing efforts and competition.

Market Sizing – Potential Of The Market In Terms Of Size And Profitability

By understanding the market sizing, the café can make informed decisions about pricing, promotions, and market positioning to effectively reach its target market and maximize revenue.

9. Comprehensive SWOT analysis of the coffee shop

The SWOT analysis template presents a comprehensive evaluation of the café's internal strengths and weaknesses, and external opportunities and threats. By analyzing these factors, the café can gain a better understanding of its current market position and potential risks and opportunities in the market.

By conducting a SWOT analysis, the café can develop strategies to capitalize on its strengths, address its weaknesses, seize new opportunities, and minimize risks.

Comprehensive Swot Analysis Of The Coffee Shop

This slide provides valuable insights to the café's decision-makers to create a roadmap for growth and sustainability in the highly competitive coffee industry.

10. Exit strategy for the stakeholders

An exit strategy is a vital component of any business plan, and this template reveals the various exit strategies available to stakeholders, such as IPO, Mergers, Acquisitions, Private offerings, and Venture Capital.

An exit strategy offers a means for business owners to decrease or sell their interest in a business and earn substantial profits if the business is successful. The selection of an exit strategy is influenced by various factors, including the owner's objectives, market dynamics, and the company's present status.

For example, an IPO is a good option for companies with a significant market share, while a merger or acquisition may be more suitable for companies looking to grow or expand. Private offerings and venture capital may be suitable for startups and early-stage companies looking to raise funds.

Exit Strategy For The Stakeholders

An exit strategy must be planned in advance to ensure that stakeholders can realize the maximum value from their investment.

Wrapping Up

In conclusion, developing a well-crafted coffee shop business plan is crucial for anyone considering entering the coffee industry. A business plan helps in identifying a unique value proposition, assessing market trends and gaps, evaluating competition, sizing the market, and outlining an exit strategy.

It also serves as a blueprint for success and a reference guide throughout the life of the business. With the right approach and attention to detail, a coffee shop business plan can help entrepreneurs turn their dreams into a thriving reality.

So, take the time to research and create a solid plan to help your cafe stand out in the competitive world of coffee retail.

To address any inquiries, please don't hesitate to contact us at +1-408-659-4170 . We look forward to assisting you.

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Coffee shop business plan template – 13+ free word, excel, pdf format download.

Whether an entrepreneur or a community, running a successful café or a coffee shop may be a great milestone achievement. A coffee shop is renowned to be an ambiance of comfort, dispensing interactive platform for family and friends, while at the same time, a serene place to relax with your novel. To succeed here, you will need a Coffee Shop Business Plan. The business plan outline , whether written in word, excel or pdf should be accurate for use.

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  • Cafes In Moscow: A Russian Sojourn To Roasted Coffee And Buttered Croissants

23 Mar 2023

Specialty coffee is quite new for Moscow city but it’s good to know that now it has some handful of locations which are strictly focusing on professionally crafted coffee. Here you will find different types of coffee shops which are offering quality coffee with free Wi-Fi facility. Imagine you are taking a sip of the barista-made coffee in one of the cafes in Moscow while working on your computer – and how you can make this dream come true.

Top 10 Cafes In Moscow

Does the smell of roasted aromatic coffee attract you? Does the butter goodness on the side tempt you? Then check out the list of coffee shops which includes both specialty and historic cafés in Moscow city.

1. Mayak Café-Buffet

Mayak Café-Buffet

Image Source

The spot of this café was Previously occupied by the buffet of Mayakovsky theatre and in the later part; it was replaced by one club which hosted parties that were mainly attended by well-known actors and journalists. At present, if you are in search of a bohemian café –restaurant in Moscow, then probably this will be the best choice. The architecture of this café is really impressive and it is visited majorly by creative folks of the city. The ancient curved sideboards; decorated walls of the cafe will make you feel mesmerized. This hipster cafe in Moscow is famous for both French and Italian cuisine.

Must Read: 15 Interesting Things To Do In Moscow: Trekking, Opera, And More In 2022

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2. Bosco Café

Bosco Café

It is more than 16 years of its operation and still, Bosco Café is serving its guests with exclusive coffee in style. Since its inception, Bosco Café is making the life of the citizens of Moscow more entertaining and enjoyable. The two storied café is no doubt extremely stylish and attractive for its unique decoration. This café has been decorated in Liberty style now. This popular café is situated at the Red Square and this place is just perfect to have your lunch or dinner with family or even for just a coffee pause. The interior decoration is done with chandeliers designed at the popular Seguso factory in Venice. The café is perfect for a summer day visit.

3. Strelka Bar

Strelka Bar

This café has become extremely popular among the ingenious people in Moscow. The venue is really ideal for those who want to have peaceful meetings and want to relax their mind after having a hectic weekend. Normally the price range of the cocktails lies between 500 to 600 rubles. The interiors are designed with application of Scandinavian designs and that what created an amazing atmosphere in the bar cafe. Strelka is no doubt one of the best coffee shops in Moscow Russia with a difference.

Suggested Read: 10 Best Hotels In Moscow That Redefine Luxury Like None Other!

4. Enthusiast Moto Café

Enthusiast Moto Café

If the search is for one of a class café the visit here. this café is a perfect combination of a café, workshop of motorcycle and bike besides a vinyl store. If your car needs any repairing then you can simply come here and hand over your car to the experts. Let the experts remain busy with your car’s necessary repairing work and you just relax here and enjoy the sip of your favorite beer or coffee with snacks of your choice. You can also enjoy the music playing in the café. Special arrangements are made on Sundays by top-notch music groups to entertain the guests out here.

5. Café Milk

Café Milk

Previously this was the place from where fresh milk selling used to be done to the locals. This popular dairy shop has now been transformed into world-class café in Russia . Coffee served at this café is really awesome to taste and The interior decoration of this café have been done with black and white and no doubt this decoration attracts the visitors. The breakfast menu, as well as the tea menu of this café, managed to impress the guests out here.

Suggested Read: Shopping In Moscow: 14 Top Places That Will Make You Believe The City Is As Classy & Chic As Milan

6. Café Pushkin

Café Pushkin

Image Source If you love the taste of traditional Russian dishes then cafe Pushkin in Moscow will be the best choice for you. This café is extremely popular not only to the locals but also to the tourists to this place. This café has been named after the renowned poet Alexander Pushkin. If you want to know more about the history of this café then ask any of the waiters for an amazing guided tour. This tour will help you to know more about the rich history of Café Pushkin.

7. Bar BQ Café

Bar BQ Café

This café is situated between the entrance of the Kremlin and Red Square. The happening atmosphere and the delicious menus are the prime attraction of this café. Burgers, tapas, nachos and chicken wings, etc are offered at this café of great quality besides awesome caffeinated drinks. Here you will get a long list of cocktails with bruschetta with tuna, backed sweet pepper and lot more besides coffee.

Suggested Read: Russian Museums: For A Tour Down The Country’s Expansive And Profound Culture!

8. I love Cake

I love Cake

If you love the yummy taste of sweet of different varieties then this café will no doubt fulfill your wish completely. Once you are here you will become a huge fan of the sugary items offered in this café. Take the chance to taste American Pancake and waffles and trust us you will end up becoming a fan of this café. Whether you want to have exclusive cappuccinos or exotic lunch or breakfast, you will get here everything.

9. Coffee Mania

Coffee Mania

This one is one of the most popular coffee shops where stellar specialty coffee is available. Trained and award-winning baristas attend the customers here in the coffee shop. This café started its journey way back in the year 2001 and at present, this café has become a part of everyday life of the people of Moscow. People visit this café to have exotic lunch at the daytime and refresh the mind in the evening.

Suggested Read: Russia Circle Trip: 20 Places To Visit In Moscow And St. Petersburg In 2022

10. Vogue café

Vogue café

Image Source If you are in search of the best modern cafes in Moscow then vogue cafe will definitely fulfill your wish. This is one of the highly preferred cafés for the Fashionista crowd in Moscow. Normally people visit here after doing shopping in the nearby shopping malls. Huge lamps, classic interiors, stylish chairs of different color and sizes always attract the guests here. It was the year 2003 when this chic café started its journey.

Further Read: With The Red Square Turning White, Snowfall In Moscow Hits A 100-Year High!

The aromatic smell of the roasted coffee will spark up energy in you to make you feel happy and satisfied. So if you are on a trip to Russia then look for the best cafés in Moscow. The above 10 Cafes are the most happening ones in the city.

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Best Coffee Shops in Moscow, Central Russia

Cafés in moscow, establishment type, online options, traveler rating, dietary restrictions, restaurant features, neighborhood.

business proposal template for coffee shop

World of Wanderlust

7 Coffee Shops You Must Visit in Moscow!

Moscow has become famous for its extravagant cafes of ornate interiors and plush furniture where chic Muscovites come to socialise. Speciality coffee is new to the city but there are now a handful of places focusing on expertly crafted coffee. This list has them all covered, from the speciality coffee shops to the historic cafes…and everything in between! Here are the coffee shops you must visit in  Moscow .

Moscow

Bosco Café

Located on Red Square, Bosco café is perfectly situated for a coffee pause after exploring the neighbouring sites of St Basil’s cathedral and Lenin’s tomb. This cafe is idyllic on a summer’s day with its sun-soaked terraced overflowing with beautiful hydrangeas.

Red Square, 3, ГУМ, Moscow, Russia, 109012

Moscow

Cafe Pushkin

Named after the famous Russian poet Alexander Pushkin, this book-lined café has become somewhat of an institute in Moscow. Locals and tourists alike come here for the menu of traditional Russian dishes and elaborate desserts. If you kindly ask for a tour, one of the suited waiters will show you around and tell you all about the café’s history.

Tverskoy Blvd, 26А, Moscow, Russia, 125009

Moscow

Coffee Mania

Coffeemania is recognized by Muscovites as the best coffee shop in Moscow selling stellar speciality coffee all over the city. The trained baristas have a handful of awards under their belts such as Gold, Silver and Bronze at the Russian Latte Art Championship.

Red Square, 3, 2 этаж, Moscow, Russia, 109012 & various other locations

Moscow

Vogue Café

This is where all of the most fashionable Muscovites come for a coffee break in between shopping in the high-end shops in the surrounding area. The menu has everything from creamy cappuccinos to superior cocktails.

ul. Kuznetskiy Most, 7/9, Moscow, Russia

Moscow

Bar BQ Café

Located in between Red Square and the entrance to the Kremlin is Bar BQ café, a popular spot to grab a caffeinated drink and a bite to eat in between sightseeing. The café is always buzzing with people who are enjoying the relaxed atmosphere and American-inspired menu.

Manege Sq, 1, стр. 2, Moscow, Russia, 109012

Moscow

Once a Soviet-era dairy shop selling fresh milk to the locals, Café Milk has recently been transformed into a café serving excellent coffee. This chic café of black and white interiors and plush furniture has become a popular spot for those shopping in the area. They offer an extensive tea menu as well as a delightful breakfast menu.

ul. Bolshaya Dmitrovka, 7/5, стр. 5, Moscow, Russia

Moscow

I love Cake  

If you’re a sweet tooth then you’ll be a big fan of this café specializing in all things sugary. Delights such as American pancakes and waffles are served all day long meaning you can stop in for something sweet any time of the day. Their cake menu is as extensive as the name implies so there is bound to be something which will take your fancy.

Bolshoy Patriarshiy per., 4, Moscow, Russia, 123001

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business proposal template for coffee shop

The 42 best coffee shops and best cafes in Moscow

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business proposal template for coffee shop

  • Culture Trip — The Best Modern Cafés in Moscow
  • Nextination — The 10 best Cafes in Moscow that you can't miss
  • Go International Travel Guide — Best Coffee shops in Moscow
  • Big 7 Travel — The 7 Best Coffee Shops in Moscow
  • kremlintour.com — Top 8 Moscow Coffee Shops
  • World of Wanderlust — 7 Coffee Shops You Must Visit in Moscow
  • Friendly Local Guides Blog — 11 Best Coffee Shops in Moscow
  • Daily Coffee News by Roast Magazine — A Guide to Some of the Best Coffee in Moscow
  • ExploRussia — Best Coffee Shops in Moscow

business proposal template for coffee shop

1 David B. Cafe

business proposal template for coffee shop

2 Coffeemania

business proposal template for coffee shop

3 Coffeemania

4 coffee bean, 5 one teaspoon.

business proposal template for coffee shop

6 Nude. Coffee & Wine Bar

7 chernyy cooperative, 8 upside down cake, 9 i love cake, 10 sos.cafe, 11 cafe pushkin, 12 bar bq cafe, 13 double-b, 14 costa coffee, 15 coffee piu.

business proposal template for coffee shop

36 Camera Obscura Coffee

37 cezve coffee, 38 starbucks, 39 bosco café, 41 black milk, top searches in moscow, popular road trips from moscow, what's the weather like in moscow .

It depends on when you visit! We've compiled data from NASA on what the weather is like in Moscow for each month of the year: see the links below for more information.

  • Weather in Moscow in January
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  • Weather in Moscow in March
  • Weather in Moscow in April
  • Weather in Moscow in May
  • Weather in Moscow in June
  • Weather in Moscow in July
  • Weather in Moscow in August
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  • Weather in Moscow in November
  • Weather in Moscow in December

All road trips from Moscow

  • Moscow to London drive
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  • Moscow to St. Petersburg drive
  • Moscow to Berlin drive
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  • Moscow to Vienna drive
  • Moscow to Istanbul drive
  • Moscow to Florence drive
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  • Moscow to Stockholm drive
  • Moscow to Milan drive
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  • Moscow to Warsaw drive
  • Moscow to Helsinki drive
  • Moscow to Munich drive
  • Moscow to Brussels drive
  • Moscow to Tallinn drive
  • Moscow to Riga drive
  • Moscow to Oslo drive
  • Moscow to Turin drive
  • Moscow to Hamburg drive
  • Moscow to Vilnius drive
  • Moscow to Yaroslavl drive
  • Moscow to Nizhny Novgorod drive
  • Moscow to Kyiv drive
  • Moscow to Tula drive
  • Moscow to Bruges drive

All related maps of Moscow

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  • Map of Munich
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  • Map of Turin
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  • Map of Vilnius
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  • Map of Nizhny Novgorod
  • Map of Kyiv
  • Map of Tula
  • Map of Bruges

Moscow throughout the year

  • Moscow in January
  • Moscow in February
  • Moscow in March
  • Moscow in April
  • Moscow in May
  • Moscow in June
  • Moscow in July
  • Moscow in August
  • Moscow in September
  • Moscow in October
  • Moscow in November
  • Moscow in December

Looking for day-by-day itineraries in Moscow ?

Get inspired for your trip to Moscow with our curated itineraries that are jam-packed with popular attractions everyday! Check them out here:

  • 1-Day Moscow Itinerary
  • 2-Day Moscow Itinerary
  • 3-Day Moscow Itinerary
  • 4-Day Moscow Itinerary
  • 5-Day Moscow Itinerary

Best cafes in nearby cities

  • The best coffee shops and best cafes in London
  • The best coffee shops and best cafes in Prague
  • The best coffee shops and best cafes in Istanbul
  • The best coffee shops and best cafes in Milan
  • The best coffee shops and best cafes in Amsterdam
  • The best coffee shops and best cafes in Florence
  • The best coffee shops and best cafes in Vienna
  • The best coffee shops and best cafes in Krakow
  • The best coffee shops and best cafes in Warsaw
  • The best coffee shops and best cafes in Munich
  • The best coffee shops and best cafes in Hamburg
  • The best coffee shops and best cafes in Turin
  • The best coffee shops and best cafes in Riga
  • The best coffee shops and best cafes in Oslo
  • The best coffee shops and best cafes in Stockholm
  • The best coffee shops and best cafes in Tallinn
  • The best coffee shops and best cafes in Bruges

Best attractions in nearby cities

  • Top things to do and attractions in London
  • Top things to do and attractions in Paris
  • Top things to do and attractions in St. Petersburg
  • Top things to do and attractions in Istanbul
  • Top things to do and attractions in Berlin
  • Top things to do and attractions in Amsterdam
  • Top things to do and attractions in Budapest
  • Top things to do and attractions in Vienna
  • Top things to do and attractions in Venice
  • Top things to do and attractions in Kyiv
  • Top things to do and attractions in Warsaw
  • Top things to do and attractions in Copenhagen
  • Top things to do and attractions in Hamburg
  • Top things to do and attractions in Brussels
  • Top things to do and attractions in Riga
  • Top things to do and attractions in Helsinki
  • Top things to do and attractions in Tallinn
  • Top things to do and attractions in Vilnius
  • Top things to do and attractions in Nizhny Novgorod
  • Top things to do and attractions in Bruges

Best restaurants in nearby cities

  • Where to eat: the best restaurants in London
  • Where to eat: the best restaurants in Paris
  • Where to eat: the best restaurants in Istanbul
  • Where to eat: the best restaurants in Berlin
  • Where to eat: the best restaurants in Amsterdam
  • Where to eat: the best restaurants in Budapest
  • Where to eat: the best restaurants in Vienna
  • Where to eat: the best restaurants in Venice
  • Where to eat: the best restaurants in Kyiv
  • Where to eat: the best restaurants in Warsaw
  • Where to eat: the best restaurants in Copenhagen
  • Where to eat: the best restaurants in Hamburg
  • Where to eat: the best restaurants in Brussels
  • Where to eat: the best restaurants in Riga
  • Where to eat: the best restaurants in Oslo
  • Where to eat: the best restaurants in Helsinki
  • Where to eat: the best restaurants in Tallinn
  • Where to eat: the best restaurants in Vilnius
  • Where to eat: the best restaurants in Nizhny Novgorod
  • Where to eat: the best restaurants in Bruges
  • Where to eat: the best restaurants in Yaroslavl
  • Where to eat: the best restaurants in Tula

business proposal template for coffee shop

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IMAGES

  1. Coffeehouse Business Plan Template [Free PDF]

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  2. Business Proposal (Coffee Shop)

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  3. Business Plan for Coffee Shop

    business proposal template for coffee shop

  4. 11+ Coffee Shop Business Plan Templates

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  5. Coffee Shop Business Plan Template Fresh 8 Coffee Shop Business

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  6. Coffee Shop Business Plan Sample Pages

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COMMENTS

  1. How to Write a Coffee Shop Business Plan (with Templates)

    1. Clear Vision and Objectives When you set up your coffee shop, having a business plan establishes a clear vision and defines your objectives. It is the backbone that steers every decision you'll make. Without a clear outline, you may find yourself swaying from one idea to the next.

  2. Coffee Shop Business Plan Template & Sample (2024)

    You can download the coffee shop business plan template (including a full, customizable financial model) to your computer here. Coffee Shop Business Plan Sample Below are links to each section of our coffee shop business plan example: 1. Executive Summary 2. Company Overview 3. Industry Analysis 4. Customer Analysis 5. Competitive Analysis 6.

  3. How To Write a Coffee Shop Business Plan (+Templates)

    12 min read A coffee shop business plan is a detailed and strategic document outlining the essential aspects of starting and operating a coffee-focused business. It encompasses a comprehensive analysis of the business's goals, target audience, competitive landscape, marketing strategies, financial projections, operational procedures and more.

  4. Free Coffee Shop Business Plan Template

    Free Coffee Shop Business Plan Template - Get Sample of Business Proposal for Coffee Shop Templates Coffee Shop Business Plan Template available Coffee Shop Business Plan Prepared for: Client Name [Client.Company] Prepared by: Sender Name [Sender.Company] Executive summary In the opening to your Executive Summary you should give the basics.

  5. How To Write a Coffee Shop Business Plan & Executive Summary

    Create a custom business plan for your coffee shop concept with this free template. Get the Template Elements of a Coffee Shop Business Plan Executive Summary for a Coffee Business Start with your executive summary - a short and high-level overview of each section in your coffee house business plan.

  6. How to Write a Coffee Shop Business Plan

    How to Write a Coffee Shop Business Plan in 2024 (Free Template) | On the Line | Toast POS By clicking any of the above links, you will be leaving Toast's website. Read this next Operations How to Open a Coffee Shop: Starting a Coffee Shop Business Steps Thinking of opening a coffee shop? Here's a checklist and the average cost to start a cafe.

  7. The Ultimate Coffee Shop Business Plan and Template

    Coffee Shop Business Plan Template A Google search will reveal differences when it comes to the exact sections you should include in your coffee shop business plan. Nonetheless, a coffee shop business plan template will include the sections listed below.

  8. How to Write a Coffee Shop Business Plan + Free Template

    How to Write a Coffee Shop Business Plan + Free Template Starting a business in the coffee industry can be extremely rewarding. With this article, you will learn a step-by-step procedure to write a business plan and a sample template that is unique to your coffee shop's concept. Read now. Download Template Create a Business Plan

  9. Coffee Shop Business Plan (How to Write & Template)

    Create your coffee shop business plan using a pre-designed template that includes the essential sections. This template will help structure your plan effectively. Ensure that your plan includes the following key components: Executive Summary: Provide an overview of your coffee shop and its objectives.

  10. Coffee Shop Business Plan Template & Guide [Updated 2024]

    Below is an example coffee shop business plan template that will help you write your own coffee shop business plan: 1. Executive Summary - This includes an overview of your business, its goals and objectives, current situation and financial forecasts. 2. Company Overview - Your company overview should include a detailed explanation of the ...

  11. Free Coffee Shop Business Plan Template for 2024

    Our free, 20-page coffee shop business proposal template comes with eight customizable sections. In each section, you'll find: Headings that you can customize or use as-is Explanations of what each section is for Tips on what to write in each section Suggestions for how much to write

  12. Business Plan Template for Coffee Shop

    Starting a coffee shop business is an exciting venture, but it requires careful planning to ensure success in this competitive industry. With ClickUp's Business Plan Template for Coffee Shop, you can easily outline your vision, goals, financial projections, marketing strategies, and operational plans all in one place.

  13. Business Proposal Sample for a Coffee Shop

    Business Proposal Sample for a Coffee Shop Opening a coffee shop is an intricate process that requires a lot of planning. The best way to do so is to form an official business proposal. Below is an example of a general coffee shop proposal to serve as a guide to anyone looking to create one. Table of Contents Executive Summary 1.1 Targets

  14. Free Coffee Shop Business Plan Template + Example

    What you'll get with this template: Unlike other blank templates, our business plan examples are complete business plans with all of the text and financial forecasts already filled out. Edit the text to make the plan your own and save hundreds of hours. All 550 of our business plans are in the SBA-approved format that's proven to raise money ...

  15. Free Coffee Shop Startup Proposal Templates

    [Coffee Company] Drag & drop image files or browse to upload Drag & drop image files or browse to upload Coffee Shop Startup Proposal Executive Summary [Coffee Company], located at [Location name] is a new, cool coffee startup focusing on providing a variety of high-quality coffee drinks and teas, and mouthwatering locally-made pastries.

  16. Coffee Shop

    Share the future of your coffee shop with investors using this earth-toned business plan template. Enhance your coffee shop with Visme's detailed business plan template. Take a look through our extensive range of classic and expressive fonts to find the perfect match for your content. You're sure to capture your audience's attention with ...

  17. Coffee Shop Business Plan: Templates, Tips and Tools

    Emphasize why your marketing strategy is the best approach for both the type of coffee shop you're opening and the neighbourhood. 7. Business Operations. You've described your vision, the marketplace, and how you plan to market your business. Now it's time to outline how you'll actually execute your plan.

  18. How To Write a Coffee Shop Business Plan

    The importance of a coffee shop business plan. Writing out a coffee shop business plan can feel a bit tedious and unnecessary. And we won't lie, they do take a bit of time and effort. But every business, no matter big or small, should have a business plan in place. A business plan for your coffee shop will help you:

  19. Coffee Shop Business Plan Templates: A Pathway to Profitable Brews

    Today, the coffee industry is a global phenomenon, with thousands of coffee shops operating in major cities and small towns around the world. According to market research, the global coffee shop market is expected to rise at a compound annual growth rate of 4.6% from 2020 to 2027, reaching a market size of $237.6 billion by 2027.

  20. Coffee Shop Business Plan Template

    Coffee Shop Business Plan Template - 13+ Free Word, Excel, PDF Format Download Whether an entrepreneur or a community, running a successful café or a coffee shop may be a great milestone achievement.

  21. 10 Outstanding Cafes In Moscow You Must Pay A Visit To

    This popular café is situated at the Red Square and this place is just perfect to have your lunch or dinner with family or even for just a coffee pause. The interior decoration is done with chandeliers designed at the popular Seguso factory in Venice. The café is perfect for a summer day visit. 3. Strelka Bar.

  22. THE 10 BEST Cafés in Moscow (Updated 2024)

    Best café in town. 20. Anderson. 285 reviews Open Now. Cafe, European $$ - $$$ Menu. Now, on the food side, really good pasta, focaccia and the honey cake is a... A great place for Families in Moscow. 21. Hishnik Steaks & Burgers.

  23. 7 Coffee Shops You Must Visit in Moscow!

    Bosco Café. Located on Red Square, Bosco café is perfectly situated for a coffee pause after exploring the neighbouring sites of St Basil's cathedral and Lenin's tomb. This cafe is idyllic on a summer's day with its sun-soaked terraced overflowing with beautiful hydrangeas. Red Square, 3, ГУМ, Moscow, Russia, 109012.

  24. The 42 best coffee shops and best cafes in Moscow

    1 David B. Cafe. David B.'s cafe is a must-visit in Moscow for fans of David Bowie music. The coffees are excellent, and they come with a croissant as an accompaniment. In addition, the cafe has unique decor that pays homage to Bowie and features Marshall loudspeakers, lights and cactuses.