• Professional woman holding a clipboard labeled “Shopify E-Commerce Business Plan” against a beige background, representing the Shopify Business Plan Template by BPlanMaker.
  • business plan template video showing all 7 sections required for sba loan or grants or investors.
  • Editable executive summary example from a BPlanMaker business plan used for SBA and investor presentations
  • Market analysis sample from a BPlanMaker business plan template with demographic and location data
  • BPlanMaker 3-year financial forecast sample with startup expenses, cash flow, and revenue projections
1 5

Shopify Store Business Plan Template — SBA & Investor Ready (U.S.)

Shopify Store Business Plan Template – SBA & Investor Ready

Launch or scale your Shopify store with a professional business plan designed for funding and growth. This U.S.-focused Shopify Store Business Plan Template is SBA-ready, investor-friendly, and based on proven ecommerce strategies.

Includes fully editable Word and Excel files with 36-month financial projections. Perfect for drop shipping, private-label, or niche ecommerce stores — plug in your data to visualize revenue, margins, and cash flow instantly.

Get a clear, lender-ready structure that explains how your store acquires customers, fulfills orders, and grows profitably without guesswork.

Secure checkout · Editable Word & Excel
Reference: What Is a Shopify Store Business Plan Template?

A Shopify store business plan template is a structured document explaining how an online store generates revenue, acquires customers, fulfills orders, and manages costs over time. Suitable for startup planning, SBA loan applications, and investor review.

Includes market analysis, product and pricing strategy, marketing channels, fulfillment workflows, team roles, and multi-year financial projections based on traffic, conversion rate, and average order value. See authoritative guidance at SBA.gov and U.S. Census NAICS.

Shopify store business plan template preview — BPlanMaker

Industry Snapshot (U.S.)

Shopify ecommerce continues growing as consumers demand convenience, niche products, and fast shipping. Successful stores focus on clear positioning, high-converting product pages, repeat-purchase systems, and disciplined cost control.

NAICS 454110 — Electronic Shopping & Mail-Order Houses · Official NAICS · U.S. SBA Online Business Guide

What’s Inside the Plan

1) Executive Summary
Define your Shopify concept, target audience, revenue model, funding requirements, and launch timeline. Written for SBA and investor readability.

2) Market & Customer Analysis
Identify demand drivers, customer behavior, competitor gaps, and price sensitivity. Forms the foundation for revenue assumptions.

3) Products, Pricing & Margins
Plan SKUs, bundles, upsells, COGS, fulfillment fees, and gross margins. Includes contribution-margin analysis for profitable promotions.

4) Operations & Fulfillment
Outline order processing, shipping cadence, returns, customer service, and supplier onboarding. Scales with store growth.

5) Marketing & Sales Strategy
Traffic sources, conversion, retention, and promotions explained. Includes SEO, paid ads, email/SMS, influencer campaigns, and promo calendar. Learn more from SEO for Shopify Stores.

6) Management & Key Metrics
Define team roles and track KPIs lenders care about: gross margin, CAC, repeat-purchase rate, return rate, on-time shipping.

7) 36-Month Financial Model
Editable Excel projections for revenue, expenses, cash flow, break-even, and funding logic. Perfect for SBA, investors, or internal planning.

Secure checkout · Editable Word & Excel

Frequently Asked Questions

Is this suitable for SBA loans or investors?
Yes. Structured to meet SBA lender standards and investor review expectations.
Can I customize it for my Shopify niche?
Yes. Edit products, pricing, suppliers, fulfillment, and marketing channels to fit your business.
Do I need accounting experience?
No. The Excel model is guided and designed for non-accountants.
How long does it take to complete?
Most founders complete a draft in hours or a weekend using the prompts.
Is this useful if I’m still validating my idea?
Yes. Many customers test profitability and market fit before launching with this template.
Does it include financial projections?
Yes. Editable 36-month Excel projections for revenue, expenses, cash flow, break-even, and funding logic are included.

Related Business Plan Templates

Helpful Reads

Launch your Shopify store with confidence.

Walk into funding conversations prepared, credible, and in control.

Secure checkout · Editable Word & Excel · One-time purchase

Updated for 2025 · BPlanMaker

BPlanMaker

Shopify Store Business Plan Template for SBA & Investors (U.S.)

$50.00 USD
$99.95 USD $50.00 USD
Sale Sold out
Taxes included. Shipping calculated at checkout.
Visa Mastercard PayPal
+10 more
✔ 100% Secure Checkout — Your information is encrypted and protected
✔ Instant Digital Download — Access your plan immediately after payment
✔ SBA & Lender Approved Format — Built to meet funding requirements
✔ Trusted by Entrepreneurs Nationwide — Used by business owners in all 50 states

AI Summary

This business plan template is based on a real U.S. print-on-demand apparel business that operates through a Shopify store.

The business is structured as a home-based LLC and sells directly to customers online rather than through a physical retail location. Its customers include small businesses, online influencers, schools, nonprofits, and local consumers in the Rochester, New York area.

Revenue comes from several sources, including custom apparel printing, sales of blank apparel and heat-transfer materials, basic graphic design services, and virtual workshops. By operating from home and selling directly to customers, the business avoids the costs associated with a commercial storefront, which helps improve profit margins.

In the real example used for this template, total startup costs were approximately ninety-four thousand five hundred dollars. The business was projected to reach break-even within eighteen months, and the owner personally invested two thousand dollars to launch the company.

View full details