business plan energy drink pdf

Energy Drink Production Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business ideas » Food Processing Industry » Soft Drink & Beverage Production

Do you want to start an energy drink company? If YES, here is a detailed sample energy drink production business plan template & FREE feasibility report. Okay, so we have considered all the requirements for starting an energy drink production business .

Starting an energy drink production business is not as easy as it might look, especially as it requires that you fulfill certain modalities before the business can kick off. In the united states for instance, the food and beverage industry is a highly regulated one.

Asides from the stiff regulations from government agencies, you will also need to contend with competition for a space on the shelf and for customers as well. It is however not all doom and gloom as there are several successful energy drink start-up companies. The key is in planning right from the beginning.

There are several things you would need to kick start your business, chief of which is getting a consultant that will help you carry out a thorough research from developing the beverage to getting consumers. These consultants who thoroughly understand the market will guide you through the process of starting your own energy drink business, and help you avoid unnecessary obstacles that you would have otherwise encountered during the course of starting the business.

Another important aspect that cannot be neglected is an energy drink business plan. A business plan is very important as it shows the seriousness with which you are taking your energy drink business. This is why a sample energy drink has been prepared below;

A Sample Energy Drink Production Business Plan Template

1. industry overview.

The energy drink production industry is an $8 billion industry that has an annual growth of 14.3% and has employed about 6,500 people in the United States. The energy drink industry has achieved a double digit growth from 2010 to 2015.

The energy drink production industry according to indices has outperformed the most of other packaged beverage production industries. This is because the positive economy has ensured the increase of disposable income which has seen energy drink producers benefitting massively.

As at 2011, customers bought less energy drinks especially because of the recession, and this affected the energy drink industry as consumers stocked up on other alternatives that were cheaper. There has also been an increase in the consumption of energy drinks especially amongst young adults and teenagers, which has allowed the industry to boom and for operators to recoup their investment.

However, despite the positive growth in the industry, it is expected that growth will slow down in the next five years, from 2016 to 2022, especially as it seems the market will become saturated with new products and brands from new start-ups as well as from established brands.

According to Investopedia, the energy drink industry is saturated, which makes it hard for small as well as new companies to compete. The long established brands – Redbull, Monster or Rockstar – have no serious threats from newly established companies or other smaller companies.

However, brands that differentiate themselves in terms of products, services, marketing and publicity have a chance to make it in the industry. However, there is still competition for shelf space as well as distribution challenges.

The bottom line is that the energy drink production industry is still growing profitably as demand for other beverages have declined, despite all the strict regulatory policies posed to the industry and the resulting health challenges.

2. Executive Summary

Zuzu Lite Energy Drinks LLC is a leading energy drink production company that is based in Pittsburgh – California, USA with the intention of producing energy drinks for sales by distributors and retailers. We intend to cover a large variety of customers which is why we have produced different flavors of our energy drinks.

We are in the business not only to make profit but to also compete favorably with other brands – established and upcoming in the energy drinks industry. We have perfected our corporate goals as well as business structure to ensure that we become the best in the industry.

We have also acquired the best equipment that will be needed to mix our energy drinks. Also, our cans and bottles were designed with our customers in mind; it was to attract the customers and also achieve high ergonometric use for the user, providing a fine grip.

The energy drinks industry is a high regulated one, and so our drinks are packaged in a highly controlled environment that is not only hygienic but also conducive for storage as well. We hold our production standards high and will therefore not compromise on ensuring that we produce only the best always for our customers.

Because we intend to go far in this business, we have hired the best hands that will ensure that we not only achieve our visions but that we grow to be the leaders that we intend to become and expand to other states in the United States of America. Our employees were sourced using the best employment strategies.

Our employees will be highly trained and will undergo continuous training to ensure that their skills remain relevant both in the company and in the industry. We also know that having these skills would enhance their productivity in the workplace.

Because we hold our customers in the highest esteem, we are committed to ensuring that we not only meet their expectations but surpass it as well. This will ensure that our customers remain loyal to us and also help refer others to us as well, thereby increasing our customer base and revenue base as well.

Zuzu Lite Energy Drinks LLC is owned and operated by two indigenous businessmen, Mr. Chu Zing and Mr. Taylor Wang both Harvard Graduates and business partners in several businesses. Both men will bring the necessary business experience that the business needs.

3. Our Products and Services

Zuzu Lite Energy Drinks LLC intends to deal in various flavors and types of energy drinks that will be sold in different locations in Pittsburgh – California and in the whole of the United States of America.

However, we do not intend to solely make money from just the sale of energy drinks as we intend to make money from multiple sources by selling other products as well as services. However, all our sales will be guided under the legal laws of the United States of America.

Listed below are some of the products and services we intend to offer at Zuzu Lite Energy Drinks LLC;

• Different flavor and brand of energy drinks
• Other beverage drinks
• Consultancy Services
• Business Partnerships

4. Our Mission and Vision Statement

• Our vision is to bring a new set of purpose to the energy drink production industry by producing drinks that will make us leaders in the industry.
• To achieve our vision, we intend to hit the ground running by drafting and implementing strategies that will make us become industry leaders and also compete favorably with our competitors. We intend to be amongst the top 3 energy drink production companies in Pittsburg – California and top 7 in the whole of the United States of America.

Our Business Structure

The importance of a business structure cannot be over-emphasized in any business because getting the business structure right will enable the business not only start off on the right foot but also have less start-up mistakes than it ordinarily should. This is the reason why we are taking our business structure very seriously.

We know how important getting the right hands are, and so we intend to source for employees that are not only competent and professional but those that understand the vision and goals of our companies and are willing to see that they work to see it come into fruition. Because getting the right hands are very important to us, we intend to pay them well.

Asides making sure that our employees work in a conducive environment and are being paid well, we intend to ensure they have a solid welfare package that is of a high standard across the industry. Also, we intend to ensure that our employees undergo constant training that will not only enhance their skills but also improve their productivity as well to the benefit of the company.

Below is the business structure that will be built at Zuzu Lite Energy Drinks LLC;

Chief Executive Officer

General Manager

Quality Assurance Manager

Human Resources and Admin Manager

Purchasing Manager

Store Manager

Customer Service Executives

Accountants

Delivery Driver

Security Guard

5. Job Roles and Responsibilities

• Meets and negotiates with high end clients on behalf of the company
• Develops a budget with the general manager and accountant
• Develops strategic vision on behalf of the company
• Oversees and coordinates  the whole departments
• Takes decisions together with the chief executive officer
• Oversees the day-to-day running of the business
• Ensures that the products are checked so that defective products are not sold to customers
• Reviews the process of checking products
• Responsible for ensuring that the administration runs smoothly in the organization
• Recruits new employees and carries out orientation for the new employees so that they can best settle into the company
• Represents the interest of the employees at all times and ensures that they are adequately paid and have welfare packages
• In charge of carrying out performance appraisals and conducting training and promotions.
• Responsible for sourcing for raw materials and reliable vendors and distributors on behalf of Zuzu Lite Energy Drinks LLC
• Prepares and reviews contracts with distributors and vendors
• Drafts a budget for the purchasing department in alignment with the overall company budget
• Responsible for ensuring that the store is conducive and secured always
• Checks stock and ensures that depleted stocks are re-stocked.
• Ensures that the store remains clean at all times
• Attends to customers and takes their orders, answers their inquiries and attend to any complaints that they might have
• Creates and keeps an accurate customer database on behalf of the company
• Ensures that they remain updated as regards the information in the energy drink and beverage industry
• Responsible for preparing all the financial statements – income statement, balance sheet – for Zuzu Lite Energy Drinks LLC
• Prepares the necessary tax information on behalf of Zuzu Lite Energy Drinks LLC to be submitted to the tax authorities
• Drafts and prepares the budget in collaboration with the owners of Zuzu Lite Energy Drinks LLC
• Ensures that the energy drinks are safely delivered to distributors and retailers
• Supervises the uploading and offloading of products in and out of the delivery van or truck
• Carry out light maintenance on the delivery van and report any major breakdown to the admin manager
• Responsible for securing the environment during and after work hours
• Constantly reviews security measures and ensures that they are updated
• Monitors the surveillance cameras to check incoming and outgoing customers and employees
• Ensures that the premises is kept clean at all times
• Responsible for stocking cleaning supplies
• Reports any major defect on the company’s structure to the admin manager

6. SWOT Analysis

Because we believe in starting on the right foundation, we hired a business consultant in California that took several critical looks at our business concept so as to be able to give us a factual evaluation on whether we were likely to survive in the energy drink and beverage industry.

The critical evaluation was the SWOT (Strength, Weakness, Opportunities, and Threats) analysis that was to help know if we had the strength to be able to withstand the weaknesses and especially the threats that were likely to crop up during our course of running the business in Pittsburgh – California and in the whole of the United States of America.

Below is the of the analysis that was conducted on behalf of Zuzu Lite Energy Drinks LLC;

Our strength lies in the fact that we are producing something new and unique in the market, our energy drinks come in flavors that are not easily found in the market. Also, we are positioned in a strategic location in Pittsburgh – California that allowed customers and distributors to easily access us.

We also know the importance of technology, which is why we are prominently on the internet to ensure that we cater to a variety of customers that prefer to shop online. Also, we hired the best employees by ensuring that we got only those that are competent, thoroughly understand their jobs and are attuned to our vision of becoming the top five brands in the whole of the United States of America.

The energy drink and beverage industry is largely saturated with top brands and upcoming start-ups in Pittsburgh – California, as well as in the United States of America as a whole, and so we would be fighting hard to ensure that we are recognized and noticed. We have the strategies in place that would help us achieve this.

• Opportunities

Energy drinks are still in much demand and so there are loads of opportunities available to us in this industry. We have seen the opportunities in offering training and franchises to start-ups by setting up a training center that has been approved for that purpose.

Every business is faced with threats no matter how fantastic the business might be. Therefore we are likely to face threats from the economy, governmental policies, a shift in demand and also entrants of similar competitors in the same location where our energy drink is situated.

7. MARKET ANALYSIS

• Market Trends

The energy drink market is not growing at the same rate it was 3 years ago, this is not to however mean that demand is stagnant or negative, it is still positive but not with the same surge of previous years. This is because more entrepreneurs are going into the business, as there are more available start-up funds available; which have led the industry to become stifled with too much competition, especially at the sales level.

Also, energy drinks have to compete with other beverage drinks in the market especially big brand names. To remain on top, it would mean coming out with a unique tasting drink.

With more and more people getting into the business, production costs have gone up. Research and then planning is key in this business. As at last year, more than 300 energy businesses were launched in the United States of America. To make sales, a sales force and deals are usually needed. The sale force does the task of sourcing for deals and ensuring that the energy drinks gets into as many distributorship outlets and retail stores as possible.

Asides, ensuring that the drinks are sold after being produced, marketing is a key aspect that helps the company, and with the evolving technology, energy drink companies are realizing that most of their customers can be found via the internet and that marketing through the internet can allow a deeper penetration into the target market than it would ordinarily have done via the conventional marketing method.

8. Our Target Market

Every business has a target market that they are sure of; however any serious business that intends to make serious profit and last for a long time will need to conduct a market survey. The advantage with conducting a market survey is that the company knows who the target market is and where they are and is then able to draft strategies that will enable them capture the target market.

This is why we have conducted a market survey with the help of a consultant to help us determine where we would likely make more money from and where we would need to advertise more to get customers for our products at Zuzu Lite Energy Drink LLC.

From the market survey conducted, most of Zuzu Lite Energy Drinks will be sold in wholesale and retail to the following groups of people;

• Sports Personalities
• Corporate Executives
• Business People
• Retail Stores
• Military men and women
• Chain stores
• Drug stores

Our Competitive Advantage

Every business that is being established knows its main intention is to make profit as well as compete favorably with competitors in same industry, to however achieve this, there are certain competitive advantage that the business must have that will stand it out from similar businesses.

At Zuzu Lite Energy Drinks LLC, we know that to attain our vision of being the top three in Pittsburgh – California and the top five in the whole of the United States of America will require us to have to have several competitive advantage strategies at hand.

Our first competitive strategy is in ensuring that we give our product – energy drinks – a name that is easily recognizable. Also, we are located in a strategic area that makes it easy for our customers and distributors to easily access.

We also intend to employ a variety of professional and competent employees who understand the energy drink and beverage industry thoroughly and who are also attuned to our vision of becoming amongst the top five brands in the whole country, to help achieve our visions and goals.

We know how important it is to keep our employees happy, and so we intend to ensure that our employees work in an environment that is easily accessible and conducive. We also intend to ensure that our employees are adequately paid and have the best welfare packages that can be attained in the industry. Asides, from giving our employees continuous trainings, we intend to ensure that we promote hard working employees by carrying out a performance appraisal.

We also intend to have excellent customer service so that our customers can come back to us time and time again. We know that the key to retaining customers is to ensure that their expectations are not only met but exceeded. Our customer care executives are the best in the industry and continuously undergo training that will ensure that they serve our customers better than other energy drink companies would.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Zuzu Lite Energy Drinks LLC is a company that has been established with the means of making profit in the beverage industry. However, we are not only established to make profit but to also increase our revenue base as well by engaging in other revenue making services or products legally in the United States of America.

Zuzu Lite Energy Drinks LLC therefore intends to generate incomes by selling the below listed products and services;

10. Sales Forecast

The energy drink industry might not have as much demand as it did three years ago but it is still an industry that hasn’t reached the point of saturation yet as demand for energy drinks are relatively stable.

Due to our strategic positioning in Pittsburgh – California, we are optimistic of achieving our set revenue generating target in at least a year of operations that will sustain and help grow our business.

Our optimism were not based on fiction but on facts that were generated from critical analysis and evaluation conducted by our proficient and reputable business consultant, who analyzed the beverage and energy drinks industry in and around our location in California as well as the whole of the United States of America.

The sales projections for Zuzu Lite Energy Drinks were however made on the assumptions that several factors for our company would remain the same for the period of analysis.

• First Fiscal Year-: $550,000
• Second Fiscal Year-: $1,200,000
• Third Fiscal Year-: $2,400,000

N.B : It should be noted that the above sales projection were based on the fact that there won’t be an economic crises or melt down; we won’t have a competitor in same location and that our location and other strategies in revenue generation would remain the same. Should there be any change positively or negatively in the above factors, it might affect our sales projection, making it lower or higher.

• Marketing Strategy and Sales Strategy

The energy drink and beverage industry is such a highly competitive place that it is not so easy for new drinks to find a space on the shelf or easily displace other old and established brands, which is why to get the recognition and survive in this industry, we conducted a thorough market survey that was to allow us penetrate the available target market and also ensure that we were adequately positioned to attract the customers we needed in Pittsburgh – California and in the whole of the United States of America.

Knowing the role of technology in this day and age, we have decided to massively tap into this aspect as our research showed that more customers prefer to shop online than visit physical stores. This is why we have created a unique website that is not only interactive but user friendly as well.

This is so that the majority of our customers who go on our websites can easily find the products they want as well as well contact us for whatever inquiries, suggestions and complaints they might have. Also, we are not limited to marketing or selling via our website, as all our social media platforms such as Facebook, Instagram and Twitter are active to also cater largely to our teeming customers.

The marketing consultants we hired have together with our marketing team have drafted the strategies that would enable us penetrate the target market and generate revenue while also communicating our brand to our customers. Our hired marketing consultants have a high understanding of the energy drink industry market, and with their track record, we are sure of gaining a large percentage of the target market throughout the United States of America.

Asides, from drafting marketing strategies that would help generate revenue for the company; we have also ensured that they team up with the sales team to help them deploy these strategies. We have also empowered them to so that they can deliver our corporate goals without any hitches.

In essence, the marketing and sales strategies that we hope to deploy at Zuzu Lite Energy Drinks LLC are;

• Ensure that our energy drink company is introduced to retail stores and distributors and other stakeholders in the energy drink and beverage industry.
• Launch our energy drink company with a bang by throwing a grand party that will be in the news for many days thereby increasing customer awareness for our company.
• Advertise our products and services in local and national newspapers, magazines, radio and television stations
• Ensure that our business is listed on yellow pages and appear tops in online directories
• Engage in direct marketing and sales
• Use the internet to massively promote our energy drinks

11. Publicity and Advertising Strategy

Due to the fact that this is an intense and competitive field, having a publicity and advertising strategy is highly necessary especially if one expects to be in business for a very long time and also compete favorably with competitors in the same industry – both established and new. At Zuzu Lite Energy Drinks LLC, we intend to explore all means of publicity and advertising strategies in order to promote our product.

We aim to promote Zuzu Lite Energy Drinks LLC through a variety of functions and we will strive to have fun whilst doing so. We want to be firmly known and established in Pittsburgh – California before venturing out to other states in the United States of America.

Our publicity and advertising strategies will not only aim to communicate our brands to our customers but also ensure that our revenue base is increased as well. Some of the publicity and advertising strategies we intend to carry out at Zuzu Lite Energy Drinks LLC include;

• Sponsoring parties, events, clubs, and games in the local community
• Advertise our energy drinks in newspapers, magazines, radio and television stations
• Give sampling to our distributors and retailers when they buy into our drinks
• Make use of the social media platform – such as Facebook, Twitter, Instagram and LinkedIn – to promote our energy drink production business
• Distribute our unique handbills and fliers in target locations
• Ensure that our delivery truck is emblazoned with our design and unique logo
• Install bill boards in strategic areas in Pittsburgh – California

12. Our Pricing Strategy

The pricing of a product depends on so many factors, and is not much different from an energy drink. In setting a price for your energy drinks, you will need to consider your running and overhead costs and how much your competitors are selling theirs. The industry is an intensely competitive one and not setting the right price for your product can lead your business to fail even before it starts off.

Even though our energy drinks will be different from what is offered in the market, we know that it will be hard to gain much awareness in the marketplace if we do not lower our prices in the first few months of operations. The strategy of lowering our prices a bit below what is averagely sold in the market for at least 6 to 12 months is so as to be able to attract more customers into buying our unique energy drinks and referring us to others as well.

• Payment Options

Zuzu Lite Energy Drinks LLC always has the needs and convenience of our customers in mind, and this extends to the payment options we offer to our various customers, as we are aware that having different payment options will increase our customer base, and invariably, our revenue base.

Therefore, the payment options that will be made available for every Zuzu Lite Energy Drinks customers are;

• Cash payment
• Payment via check
• Payment via Point of Sale (POS) Machine
• Online bank transfer
• Credit card payment

Because we know how important it is that our customers have a hitch free transaction with us, these payment platforms were carefully chosen with a reputable bank whom we trust.

13. Startup Expenditure (Budget)

Starting the energy drink business is not as easy as it might look, because we will need to develop a unique flavor, try out a small batch before producing a mass batch for sale. Most times the capital generated is usually put into overheads and major operating expenses such as can or bottle design and production, utility bill payment, employees’ salaries, equipment and truck delivery.

The major areas we would need to focus our start-up capital on are;

• The total fee for business incorporation – $800
• Obtaining of licenses, permits, software and other legalities – $2,000
• Cost of hiring business researchers and consultants – $20,000
• Insurance coverage (general liability, property insurance and workers’ compensation) – $5,000
• Operational cost for the first 6 months (bills payments, employees salaries) – $150,000
• Cost of start-up inventory (raw materials and packaging materials) – $20,000
• Drink formula development and testing – $15,000
• Marketing expenses (promotion of grand opening night and general marketing) – $10,000
• Other start-up expenses such as phone, computer, furniture, printer and stationery – $5,000
• Cost of energy drink making equipment and installation – $150,000
• Cost of store equipment (racks, bin, shelves, store register) – $5,000
• Cost of purchasing an energy drink delivery van – $40,000
• Cost of launching a website – $1,000
• Cost of the opening party – $5,000
• Miscellaneous – $10,000

From the above listed items, we would need an estimate of $440,000 in order to successfully set up our energy drinks production company in Pittsburgh – California. The capital looks huge because we would be paying our employees for 6 months and utilities as well.

Generating Funding / Startup Capital for Zuzu Lite Energy Drink Production Business

Zuzu Lite Energy Drinks LLC is a business that was founded and is operated by two business partners Mr. Chu Zing and Mr. Taylor Wang. These two partners intend to run the business without much interference from investors and so have decided to limit the sourcing off their start-up capital to these sources.

The sources where we intend to get our start-up capital from are;

• Sale of personal properties by the two owners to generate part capital
• Applying for loan from the bank
• Approaching wealthy friends for loans

N.B: We were able to generate the sum of $100,000 from the sale of our personal properties. We also got the sum of $50,000 from our wealthy friends. We sought for a loan of $290,000 for the bank, and after submitting several documents, we have just been informed by our banker that our loan has been approved and that our account would be credited as soon as all the modalities have been handled from their end.

14. Sustainability and Expansion Strategy

Sustainability and expansion measures are part of a business’s long term goals after a company might have been established and is making profit. There are three factors – products, employees, customers – that ensure that companies are not only sustained to last for a long period of time but they can also expand as well at their own pace.

One of our major sustainability goals are our products and services. Without having any product to sell or services to offer, we would not be in business at all; and so we must ensure that our products and the other services are not only unique and stand us out from the rest but that we remain a degree of consistency in our products and services.

Also, without having the right hands a business is likely to crumble in a short period of time. We intend to source for and recruit only professional and experienced hands to help ensure that our goals and objectives are being achieved as they should.

Our workers have one of the best pay rates in the industry with an enviable welfare package. Also, our employees constantly undergo training so that they would remain relevant and so as to also ensure that the company’s productivity rates are increased.

Finally, customers are the reason why any business remains in existence. Our customers are important to us and we intend to let them know this by listening and acting promptly to their complaints, answering inquiries and getting and appreciating feedbacks. Also, we intend to always ensure that we not only meet the expectations of our customers but that we exceed them as well.

Check List / Milestone

• Business Name Availability Check: Completed
• Business Registration: Completed
• Opening of Corporate Bank Accounts: Completed
• Securing Point of Sales (POS) Machines: Completed
• Opening Mobile Money Accounts: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Application for business license and permit: Completed
• Purchase of Insurance for the Business: Completed
• Conducting feasibility studies: Completed
• Generating capital from family members: Completed
• Applications for Loan from the bank: In Progress
• writing of business plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents and other relevant Legal Documents: In Progress
• Design of The Company’s Logo: Completed
• Graphic Designs and Printing of Packaging Marketing / Promotional Materials: In Progress
• Recruitment of employees: In Progress
• Creating Official Website for the Company: In Progress
• Creating Awareness for the business both online and around the community: In Progress
• Health and Safety and Fire Safety Arrangement (License): Secured
• Opening party / launching party planning: In Progress
• Establishing business relationship with vendors – wholesale suppliers / merchants: In Progress
• Purchase of delivery trucks: Completed

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Business Plan Template for Energy Drinks

• Great for beginners
• Ready-to-use, fully customizable Subcategory
• Get started in seconds

Starting an energy drink business is an exhilarating venture, but it requires careful planning and strategy to stand out in a competitive market. That's where ClickUp's Business Plan Template for Energy Drinks comes in handy!

This comprehensive template is specifically designed for entrepreneurs and start-up founders in the energy drink industry. It provides a step-by-step structure to outline your market analysis, competitive landscape, marketing strategies, financial projections, and operational plans, helping you attract investors, secure funding, and establish a clear roadmap for success.

With ClickUp's Business Plan Template for Energy Drinks, you'll have everything you need to turn your entrepreneurial dreams into a reality. Start building your business plan today and take your energy drink brand to new heights!

Business Plan Template for Energy Drinks Benefits

When creating a business plan for your energy drink venture, using a template can provide numerous benefits:

• Streamlined process: A template ensures a structured approach, saving time and effort.
• Comprehensive market analysis: Conduct a thorough evaluation of the energy drink industry, market trends, and target audience.
• Competitive advantage: Identify your unique selling points and develop strategies to stand out from competitors.
• Effective marketing strategies: Define your brand, target market, and promotional tactics to drive sales and increase brand awareness.
• Accurate financial projections: Create detailed financial forecasts to attract investors and secure funding.
• Operational efficiency: Plan your production, distribution, and supply chain strategies for streamlined operations.
• Clear roadmap: Develop a step-by-step plan to successfully launch and grow your energy drink business, ensuring long-term success.

Main Elements of Energy Drinks Business Plan Template

When it comes to creating a solid business plan for your energy drink start-up, ClickUp's Business Plan Template has got you covered. Here are the key elements this template offers:

• Custom Statuses: Track the progress of each section of your business plan with statuses like Complete, In Progress, Needs Revision, and To Do, ensuring that every aspect is accounted for and on track.
• Custom Fields: Utilize custom fields such as Reference, Approved, and Section to add specific details and categorize different sections of your business plan, making it easy to navigate and keep everything organized.
• Custom Views: Take advantage of the five different views available, including Topics, Status, Timeline, Business Plan, and Getting Started Guide, to gain a comprehensive overview, track progress, visualize timelines, and access helpful resources throughout the business planning process.
• Collaboration and Task Management: Collaborate seamlessly with your team, assign tasks, set due dates, and track progress in real-time using ClickUp's task management features, ensuring that everyone stays aligned and focused on achieving your energy drink business goals.

How To Use Business Plan Template for Energy Drinks

If you're looking to launch your own energy drink brand, a well-crafted business plan is essential. Follow these six steps to make the most of ClickUp's Business Plan Template for Energy Drinks:

1. Define your mission and vision

Start by clearly articulating the purpose of your energy drink brand and the values it stands for. Think about what sets your product apart from the competition and how you want to position your brand in the market.

Use the Docs feature in ClickUp to outline your mission statement, vision, and brand values.

2. Research the market

Understand the energy drink market landscape by conducting thorough research. Identify your target audience, analyze the competition, and uncover any emerging trends or opportunities.

Use the Table view in ClickUp to create a market research spreadsheet, including data on competitors, market size, and consumer preferences.

3. Develop your product

Outline the key features and benefits of your energy drink. Consider factors such as flavor profiles, ingredients, packaging, and any unique selling points that will make your product stand out.

Use the custom fields feature in ClickUp to track product development milestones and set deadlines for each stage.

4. Create a marketing strategy

Define how you will promote and sell your energy drink. Consider your target audience, distribution channels, pricing strategy, and marketing tactics such as social media, influencer partnerships, or sampling events.

Use the Goals feature in ClickUp to set marketing objectives and track the progress of each campaign.

5. Plan your operations

Outline the operational aspects of your energy drink business, including production, supply chain management, quality control, and distribution. Consider the resources, equipment, and partnerships you'll need to bring your product to market.

Use the Gantt chart feature in ClickUp to create a visual timeline for production, logistics, and distribution activities.

6. Financial projections and funding

Estimate your revenue streams, costs, and financial projections for the first few years of your energy drink business. Determine how much funding you'll need to get started and how you plan to secure it, whether through investors, loans, or crowdfunding.

Use the Dashboards feature in ClickUp to track your financials, monitor sales performance, and compare actual results to your projections.

By following these steps and utilizing ClickUp's Business Plan Template for Energy Drinks, you'll be well on your way to launching a successful energy drink brand. Good luck!

Get Started with ClickUp’s Business Plan Template for Energy Drinks

Entrepreneurs and start-up founders in the energy drink industry can use the Business Plan Template for Energy Drinks in ClickUp to create a comprehensive and organized plan for their business.

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 solid business plan:

• Use the Topics View to outline and organize different sections of your business plan, such as market analysis, competitive landscape, marketing strategies, financial projections, and operational plans
• The Status View will help you track the progress of each section, with statuses like Complete, In Progress, Needs Revision, and To Do
• The Timeline View will give you a visual representation of the deadlines and milestones for your business plan
• The Business Plan View will provide a comprehensive overview of your entire plan, allowing you to easily navigate and review each section
• The Getting Started Guide View will provide step-by-step instructions and guidance on how to complete each section of the business plan
• Utilize the custom fields like Reference, Approved, and Section to add additional information and track important details
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How to Start an Energy Drink Business

You may sell your energy drinks through vending machines, restaurants, grocery stores, and even bars. Branding it in such a way as to emphasize your home town or state can help foster community spirit (similar to how the name of Gatorade helps honor the University of Florida where it was developed), and your choice of ingredients may allow you to emphasize the healthy effects this drink has on its consumers.

Learn how to start your own Energy Drink Business and whether it is the right fit for you.

Ready to form your LLC? Check out the Top LLC Formation Services .

Start an energy drink business by following these 10 steps:

• Plan your Energy Drink Business
• Form your Energy Drink Business into a Legal Entity
• Register your Energy Drink Business for Taxes
• Open a Business Bank Account & Credit Card
• Set up Accounting for your Energy Drink Business
• Get the Necessary Permits & Licenses for your Energy Drink Business
• Get Energy Drink Business Insurance
• Define your Energy Drink Business Brand
• Create your Energy Drink Business Website
• Set up your Business Phone System

We have put together this simple guide to starting your energy drink business. These steps will ensure that your new business is well planned out, registered properly and legally compliant.

Exploring your options? Check out other small business ideas .

STEP 1: Plan your business

A clear plan is essential for success as an entrepreneur. It will help you map out the specifics of your business and discover some unknowns. A few important topics to consider are:

What will you name your business?

• What are the startup and ongoing costs?
• Who is your target market?

How much can you charge customers?

Luckily we have done a lot of this research for you.

Choosing the right name is important and challenging. If you don’t already have a name in mind, visit our How to Name a Business guide or get help brainstorming a name with our Energy Drink Business Name Generator

If you operate a sole proprietorship , you might want to operate under a business name other than your own name. Visit our DBA guide to learn more.

When registering a business name , we recommend researching your business name by checking:

• Your state's business records
• Federal and state trademark records
• Social media platforms
• Web domain availability .

It's very important to secure your domain name before someone else does.

Want some help naming your energy drink business?

Business name generator, what are the costs involved in opening an energy drink business.

The costs involved in opening an energy drink business can vary. A Bloomberg report from 2012 estimated that it may cost $100,000 or more to break into this business. A quarter of that money may go to a beverage development company in order to get your drink to a prototype stage. It may cost another $25,000 to get the raw ingredients and other materials necessary to begin production, including the labels and packaging. You must then pay for the labor, inventory, and distribution of your initial products: depending on how many units you are producing, this could cost up to $40,000. Finally, it is worth investing at least $10,000 or more into your initial advertising push: you are entering into a crowded market, and it's important to let customers know how and why your product stands out.

What are the ongoing expenses for an energy drink business?

If you are working with a beverage distribution company, your ongoing expenses are something of a double-edged sword: you will not have to separately manage aspects such as production, storage, and shipping on your own, and you won't have to personally pay for pricey business leases. However, all of these things factor into your production costs: if it costs $40,000 to produce, store, and ship a certain number of drinks in your first month, it will cost the same to ship that same amount next month. This cost will go up or down depending on the quantity of drinks produced.

Who is the target market?

The typical demographic for energy drinks is young men between the ages of 16 and 24. This is the legacy of the original marketing for companies such as Monster, although you can tweak your ingredients, branding, and marketing to target a less-served demographic and develop a better niche.

How does an energy drink business make money?

An energy drink company makes money through the distribution and sale of its own brand of energy drinks.

As a product, energy drinks have a wide range of price points. For a 16-ounce drink, prices typically range from $1.99 for something like Full Throttle to $4.00 for something like Red Bull. Your own price will likely fall in-between these, though you want to be competitive within your region.

How much profit can an energy drink business make?

The exact profit you can make is hard to determine, but things look pretty good: the energy drink industry has seen a five percent boost since 2013 and is overtaking soda as the drink of choice for many consumers. Sales of Red Bull amount to over $3.4 million each year and Monster Energy Drink sells over $3 million. While it will take your own drink longer to establish itself, there is great potential for profit.

How can you make your business more profitable?

Be sure to price your drinks competitively, but don't be afraid to increases the price as need be: even a small bump can lead to a big shift in profits. Use your social media to advertise the other potential uses of your energy drink: a good model is Red Bull, who helped make Red Bull and vodka a preferred drink for many club goers. Finally, make sure your advertisements always highlight your community roots. This helps establish you within your region but also positively distinguishes you from bigger companies, making your drink look more artisinal and, therefore, more appealing.

Want a more guided approach? Access TRUiC's free Small Business Startup Guide - a step-by-step course for turning your business idea into reality. Get started today!

STEP 2: Form a legal entity

The most common business structure types are the sole proprietorship , partnership , limited liability company (LLC) , and corporation .

Establishing a legal business entity such as an LLC or corporation protects you from being held personally liable if your energy drink business is sued.

Form Your LLC

Read our Guide to Form Your Own LLC

Have a Professional Service Form your LLC for You

Two such reliable services:

You can form an LLC yourself and pay only the minimal state LLC costs or hire one of the Best LLC Services for a small, additional fee.

Recommended: You will need to elect a registered agent for your LLC. LLC formation packages usually include a free year of registered agent services . You can choose to hire a registered agent or act as your own.

STEP 3: Register for taxes

You will need to register for a variety of state and federal taxes before you can open for business.

In order to register for taxes you will need to apply for an EIN. It's really easy and free!

You can acquire your EIN through the IRS website . If you would like to learn more about EINs, read our article, What is an EIN?

There are specific state taxes that might apply to your business. Learn more about state sales tax and franchise taxes in our state sales tax guides.

STEP 4: Open a business bank account & credit card

Using dedicated business banking and credit accounts is essential for personal asset protection.

When your personal and business accounts are mixed, your personal assets (your home, car, and other valuables) are at risk in the event your business is sued. In business law, this is referred to as piercing your corporate veil .

Open a business bank account

Besides being a requirement when applying for business loans, opening a business bank account:

• Separates your personal assets from your company's assets, which is necessary for personal asset protection.
• Makes accounting and tax filing easier.

Recommended: Read our Best Banks for Small Business review to find the best national bank or credit union.

Get a business credit card

Getting a business credit card helps you:

• Separate personal and business expenses by putting your business' expenses all in one place.
• Build your company's credit history , which can be useful to raise money later on.

Recommended: Apply for an easy approval business credit card from BILL and build your business credit quickly.

STEP 5: Set up business accounting

Recording your various expenses and sources of income is critical to understanding the financial performance of your business. Keeping accurate and detailed accounts also greatly simplifies your annual tax filing.

Make LLC accounting easy with our LLC Expenses Cheat Sheet.

STEP 6: Obtain necessary permits and licenses

Failure to acquire necessary permits and licenses can result in hefty fines, or even cause your business to be shut down.

Federal Business Licensing Requirements

There are federal regulations regarding what can and cannot be added to, sold as, and processed with food. Attached is a resource from the Food and Drug Administration detailing the process of starting a food business: How to Start a Food Business

State & Local Business Licensing Requirements

Certain state permits and licenses may be needed to operate an energy drink business. Learn more about licensing requirements in your state by visiting SBA’s reference to state licenses and permits .

Most businesses are required to collect sales tax on the goods or services they provide. To learn more about how sales tax will affect your business, read our article, Sales Tax for Small Businesses .

Certificate of Occupancy

An energy drink business is generally run out of a factory. Businesses operating out of a physical location typically require a Certificate of Occupancy (CO).  A CO confirms that all building codes, zoning laws and government regulations have been met.

• If you plan to lease a location :
• It is generally the landlord’s responsibility to obtain a CO.
• Before leasing, confirm that your landlord has or can obtain a valid CO that is applicable to an energy drink business.
• After a major renovation, a new CO often needs to be issued. If your place of business will be renovated before opening, it is recommended to include language in your lease agreement stating that lease payments will not commence until a valid CO is issued.
• If you plan to purchase or build a location :
• You will be responsible for obtaining a valid CO from a local government authority.
• Review all building codes and zoning requirements for your business’ location to ensure your energy drink business will be in compliance and able to obtain a CO.

Food Regulations

When selling food, you will need licensing from a local health department; all establishments serving food are required to pass a health inspection. Tips for faring well on a health inspections

STEP 7: Get business insurance

Just as with licenses and permits, your business needs insurance in order to operate safely and lawfully. Business Insurance protects your company’s financial wellbeing in the event of a covered loss.

There are several types of insurance policies created for different types of businesses with different risks. If you’re unsure of the types of risks that your business may face, begin with General Liability Insurance . This is the most common coverage that small businesses need, so it’s a great place to start for your business.

Another notable insurance policy that many businesses need is Workers’ Compensation Insurance . If your business will have employees, it’s a good chance that your state will require you to carry Workers' Compensation Coverage.

FInd out what types of insurance your Energy Drink Business needs and how much it will cost you by reading our guide Business Insurance for Energy Drink Business.

STEP 8: Define your brand

Your brand is what your company stands for, as well as how your business is perceived by the public. A strong brand will help your business stand out from competitors.

If you aren't feeling confident about designing your small business logo, then check out our Design Guides for Beginners , we'll give you helpful tips and advice for creating the best unique logo for your business.

Recommended : Get a logo using Truic's free logo Generator no email or sign up required, or use a Premium Logo Maker .

If you already have a logo, you can also add it to a QR code with our Free QR Code Generator . Choose from 13 QR code types to create a code for your business cards and publications, or to help spread awareness for your new website.

How to promote & market an energy drink business

Within your budget, it is wise to embrace multiple channels of communication. Regional advertising through radio and newspapers can help to initially establish your product in the eyes of different distributors as well as local consumers. Social media provides a very cheap way of engaging with your customers and further establishing your particular niche, and it remains the single best way to highlight the part you play within your community. Partnering with local businesses can also allow you to sell your drinks to your particular demographic via selected restaurants and bars.

How to keep customers coming back

You may consider handing out free samples of your product at concerts or other events in order to literally give consumers a taste of what you have to offer. If possible, offering different flavors or formulas of your energy drink can give you a more diverse appeal to wider audiences. Retaining those customers is primarily a function of your drink delivering on its promise and enhancing energy and awareness in consumers.

STEP 9: Create your business website

After defining your brand and creating your logo the next step is to create a website for your business .

While creating a website is an essential step, some may fear that it’s out of their reach because they don’t have any website-building experience. While this may have been a reasonable fear back in 2015, web technology has seen huge advancements in the past few years that makes the lives of small business owners much simpler.

Here are the main reasons why you shouldn’t delay building your website:

• All legitimate businesses have websites - full stop. The size or industry of your business does not matter when it comes to getting your business online.
• Social media accounts like Facebook pages or LinkedIn business profiles are not a replacement for a business website that you own.
• Website builder tools like the GoDaddy Website Builder have made creating a basic website extremely simple. You don’t need to hire a web developer or designer to create a website that you can be proud of.

Recommended : Get started today using our recommended website builder or check out our review of the Best Website Builders .

Other popular website builders are: WordPress , WIX , Weebly , Squarespace , and Shopify .

STEP 10: Set up your business phone system

Getting a phone set up for your business is one of the best ways to help keep your personal life and business life separate and private. That’s not the only benefit; it also helps you make your business more automated, gives your business legitimacy, and makes it easier for potential customers to find and contact you.

There are many services available to entrepreneurs who want to set up a business phone system. We’ve reviewed the top companies and rated them based on price, features, and ease of use. Check out our review of the Best Business Phone Systems 2023 to find the best phone service for your small business.

Recommended Business Phone Service: Phone.com

Phone.com is our top choice for small business phone numbers because of all the features it offers for small businesses and it's fair pricing.

Is this Business Right For You?

If you have a background (or outright skill) in fields such as chemistry or health, it may help you to develop an energy drink that is tasty, safe, and helpful for consumers needing extra energy. Any past sales experience may also help you sell your new product to the various distributors in your region and, eventually, at an international level.

Want to know if you are cut out to be an entrepreneur?

Take our Entrepreneurship Quiz to find out!

Entrepreneurship Quiz

What happens during a typical day at an energy drink business?

Your exact daily activities will vary depending on how you start your business. If you work with a beverage development company, you will spend much of your days raising funds and collaborating with various professionals on everything from the exact ingredients of your drink to its logo, brand name, and marketing. You will also help facilitate practical details such as the inventory and shipment of your products. If you want to maintain more direct control over your product, you may decide to work with a co-packer that emphasizes research and development rather than a larger consulting company.

What are some skills and experiences that will help you build a successful energy drink business?

A formal education in fields such as health or chemistry can aid you in creating the energy drink itself. Prior sales experience can help you set up the various distribution deals needed for your energy drink to thrive. While less likely, any direct experience you may have working with an energy drink manufacturer will be invaluable.

What is the growth potential for an energy drink business?

The growth potential for this business is modest. The Monster Energy Drink company recently experienced a lower sales bump than expected (8.9% rather than double digits) even after being bought out by marketing juggernaut Coca-Cola. However, it should be noted that the sales bump they received is still a good indicator of market health and, as mentioned earlier, the market certainly has room for more energy drinks catering to different demographics than Monster.

TRUiC's YouTube Channel

For fun informative videos about starting a business visit the TRUiC YouTube Channel or subscribe to view later.

Take the Next Step

Find a business mentor.

One of the greatest resources an entrepreneur can have is quality mentorship. As you start planning your business, connect with a free business resource near you to get the help you need.

Having a support network in place to turn to during tough times is a major factor of success for new business owners.

Learn from other business owners

Want to learn more about starting a business from entrepreneurs themselves? Visit Startup Savant’s startup founder series to gain entrepreneurial insights, lessons, and advice from founders themselves.

Resources to Help Women in Business

There are many resources out there specifically for women entrepreneurs. We’ve gathered necessary and useful information to help you succeed both professionally and personally:

If you’re a woman looking for some guidance in entrepreneurship, check out this great new series Women in Business created by the women of our partner Startup Savant.

What are some insider tips for jump starting an energy drink business?

Stand out from the competition by developing a specific niche. For instance, marketing towards those thirty and up can instantly distinguish you from the Monster demographic. Some form of community branding and community-based advertising can also help your drink take root in a specific region, with positive word of mouth allowing you to later expand. Finally, be very selective about the development of a logo: this will be the first thing customers see when they view your drink in a vending machine, and it must be vivid and distinctive.

How and when to build a team

Unlike some jobs, this will require a team very early on. Whether you are working with a beverage consulting company or a co-packing company, it will take a large team to bring your energy drink from concept to market.

Useful Links

Industry opportunities.

• American Beverage Association
• International Council of Beverages Associations

Real World Examples

• MATI Energy
• Sobe Energy Drink

Further Reading

• Tips for starting an energy drink company
• Tips on entering the beverage industry

Have a Question? Leave a Comment!

Start an Energy Drink Business

Brewing the Pulse of Vigor: Your Gateway to the Billion-Dollar Energy Drink Market

ENERGY DRINK BUSINESS

Related business ideas, discover your perfect domain, energy drink mini business plan, expected percent margin:, earnings expectations:, actions to hit those numbers:, product development and manufacturing:, marketing and branding:, distribution channels:, legalities:, cash flow management:, not what you had in mind here are more ideas, grab your business website name, step 1: determine if the business is right for you, examples on ways to make money, breakdown of startup expenses, breakdown of ongoing expenses, step 2: name the business, researching the domain name, registering the domain name, securing a trademark, step 3: develop a business plan, step 4: obtain financing, considerations, step 5: register the business, choosing a business structure, obtaining insurance, opening a business bank account, step 6: secure a location, obtaining a business license, step 7: purchase equipment, where to purchase, step 8: market the business, tips for creating a successful marketing strategy, step 9: make money, tips for pricing, explore more categories, take the next steps.

Sample Energy Drink Production Business Plan

Energy drink production business plan sample.

Drinks have always been in high demand, and they will continue to be so, if not for anything but for the fact that people drink a lot; and they drink always!

Is energy drink a good business? Yes. People will always drink, whether it is an energy drink, alcohol, name it! The reason why people drink is not that far-fetched; for one thing, it brings them a huge satisfaction and instant refreshment.

There are so many energy drinks, produced by different energy drink companies. The busy nature of working-class Americans means that they have to refresh their energy levels constantly. But with the opportunities presented by this business, comes the need to first write a good business plan.

By now, you will agree with me that the drink business is a very profitable one; however, as with most business ventures, you will not want to dive into the river without first testing the waters. There are several steps will you have to undertake, and you must get acquainted with them before you can start considering venturing into this business.

In this article, I am going to share with you several steps you must consider before starting a drink company. Of course, there are obvious ones such as getting a good location and determining who your target market is. However,

I will share with you some key ones that you must not neglect.

Here is a sample business plan for starting a drink production business.

• Choose your Niche

You must choose the niche you would want to focus on in the drink industry. The industry is a very wide one; hence you will need to narrow down your product offering to a particular niche so you can easily seize the market.

Your business idea is one thing that will be able to guide you in deciding the niche you should focus on. The following are several categories of drinks:

• Health drink
• Energy drinks
• Alcoholic drinks
• Juices and sodas
• Learn the Business

Having been able to decide which drink category your business idea falls into, you should now be in a better position to start investing your time into learning everything you can about that drink niche. Learning the business entails you make detailed inquiries about the business from various brands in the industry.

It will be very helpful if you get some sort of experience in the industry. This will ensure that you start your drink company on the right foot. You may want to make detailed inquiries about the business from entrepreneurs in the industry who do not consider you a direct competitor.

• Do a Market Analysis

As mentioned earlier, the drink business is a very wide one; hence you must do critical market research on the industry and the niche. Market research in the industry will enable you to know who your target market is, who your competitors are, and how the market is locally and internationally.

• Develop your Drink

Starting your own drink company would entail developing your drink (your product). Your product should be distinguishable from the others. At this point, you should have been able to put your product formulation together, and perfected your idea, especially the taste. You do not want to make your product taste like some other product out there. Your product has to be unique and original.

To be able to perfect your product formulation or recipe, you may have to host a tasting party where you will be able to get positive feedback from people.

• Find Material Suppliers

You will need to find suppliers who will supply you with raw materials for your drink company. Since you will be manufacturing your drinks, you must locate reliable suppliers that will supply you with quality raw materials which you will use in making your formula.  Depending on the type of drink you will be offering your customers, you may need raw materials such as sweeteners, flavors, coloring, etc.

• Get the Needed Equipment

You will have to purchase the needed equipment for your drink company. For you to know the equipment you will need in the operation of your drink company, you will have to carry out a thorough feasibility study to know the equipment you will require for your drink company, as well as the respective price of each piece.

You may need to procure your bottling plant to be able to bottle your drinks. If you cannot afford to purchase all the pieces of equipment you will need, you may have to lease some.

• Get the Needed Staff

You will not be able to run your drink company all by yourself. You must need the help of employees. You must do well to hire competent and qualified hands to help you run your company. It is also very important you think about how many employees you would need, and how much you will pay them. You will need the services of machine operators, accountant, truck drivers, etc. The size of your workforce will depend on the size of your drink company.

Get your Packaging Right

One of the best and most effective ways of getting customers’ attention is through packaging; you do not want to get this one wrong. You should make sure you create a unique and interesting design for your bottles, one that truly represents the image of your brand.

• Determine your Marketing Strategy

Before you can develop marketing strategies for your drink company, you will have to carry out detailed market research. This will enable you to know exactly how you intend to enforce your marketing strategies to promote your brand.

• Obtain the Necessary Licenses and Permits

The drink (beverage) industry is one that is highly regulated in every country; so you must get all the required licenses and permits such as health permits, etc.

You will have to go and get your drink company registered first before getting the permits you will need; so I would suggest you come up with several exciting names for your drink company before heading to get your company registered.

• Write a Drink Production Business Plan

Of course, I cannot leave this one out of the list! You cannot fully set up your drink company without having to write a business plan. A drink business plan is very important, especially if you will want to source for loans from either bank or investors.

You do not have to necessarily write it all by yourself; you could get the services of a professional to help you write a good business plan for drink business.

Your business plan must contain some key aspects of your business such as your business name and location, your products and services, target market and competitive advantage, etc.

ENERGY DRINK PRODUCTION BUSINESS PLAN EXAMPLE

Below are the guidelines under which this article will be written;

Executive Summary

Products and Services

Vision Statement

Mission Statement

• Market Analysis/Trends

Target Market

Competitive Advantage

Sales and Marketing Strategy

Sales Projection

Publicity and Advert Strategy

Payment Channels

Ales energy drink with its first outlet to be opened in California will be solely concerned with the production of premium brand energy drinks of different variants all designed for different customer needs and choices.

We will be ensuring that all our energy drink products are produced under the strict supervision of an effective quality control unit, meeting up the health standards set by the national health regulatory body. Apart from producing different flavored variants of drinks, we will also be offering franchise opportunities for investments, business partnerships, and training.

Offering a wide array of products and services, Ales energy drink will have on its list of products different flavored energy drinks, bottled water , our specially designed signature energy flavored drinks, and also a collection of beverages that will all bear the Ales brand name.

With high competition in the energy drink industry, Ales energy drink will not be left behind in the competition as we will ensure that we become a premium brand in the energy drink industry within our first five years of commencement of operations.

Our mission is to build a formidable brand that will easily win the respect and trust of both consumers and investors alike, hence becoming the brand to patronize either by consumers or investors who will love to enter into a franchise agreement with us.

Market Analysis and Trends

Analysis has shown a sharp rise in energy drink production industries. With the increase in new entrants/players into this industry is the rise of innovation and competition, all fueling a strong desire to capture the energy drink market.

There have been several attendant innovations which include the introduction of new flavors to the energy drink stable and also the new marketing innovations which involve celebrity stars advertising such products and services.

Some energy drink production companies have gone the extra mile in hiring celebrity brand ambassadors, all in a bid to capture the market.

Because of the nature of our products which are primarily energy drinks, produced in different flavors, our target market will include the most active segment of the population which includes the working population.

These include company executives, employees, students, the military, celebrities, sportsmen and women, tourists, and other groups which make up the most active segment of the American population.

The advantage we will have over our competitors is the fact that we will ensure that the workforce we employ will have the best motivation package. Among other motivation incentives to be provided to our workforce is an attractive remuneration package that will help in making them committed to the aims of our business.

Also, we will be ensuring that our quality control unit consists of the best brains in quality control, thereby ensuring that only the best products reach the consumers.

The sales and marketing strategy to be adopted by us will include entering into partnerships with store owners such as department stores, supermarkets, pharmacies, among several other distribution outlets to ensure that our products achieve a high distribution penetration.

The services of a marketing strategist will be required to handle the marketing unit of our business to help us achieve the optimal consumption of our products.

With an in-depth analysis carried out on the nature of the energy drink market, we have projected that within the first 3 years of opening business, we will achieve tremendous growth, thereby increasing the profitability of our company. This projection however discounts factors like economic recession, sudden natural disasters among many others.

The publicity and advert strategy to be deployed will be broadly based as it will include the use of the local TV and radio stations to advertise our products and services. Also, the internet will be exploited in a bid to achieve the highest sensitization level.

We will be building a website containing all the products and services produced and rendered respectively. Also, we will be erecting billboards in high-density areas to drive our customer base growth.

The payment channels to be used by Ales will be varied to suit customer preferences. Among these is the acceptance of payments through the POS, receipt of cash, mobile money transfers among other several means of payments.

These are to ensure that our clients do not have to be worried about how or what mode to use in the settlement of bills.

The above sample gives an idea on how to write an effective energy drink production business plan sample and the detailed guidelines to use, only substituting them with the ones unique to the entrepreneur’s business concern.

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Starting an Energy Drink Business – Sample Business Plan Template

Looking to start an energy drink business from scratch? Or do you need an energy drink business plan template? then I advise you to read.

Starting an energy drink business is a good investment with a high return on investment (ROI) because there is a high demand for the drink. The only major problem is that over a hundred brands of energy drinks are introduced to the market every year, and most of these companies exit the market before the end of the year, even due to fierce competition.

These new brands have to compete with the big energy drink brands that have been around for a long time and most of the time they just can’t compete. This information shouldn’t delay your plans to enter the energy drink market, because you can act differently and do better. You need to provide the buyers with reasons to come back and the retailers to buy their energy drink in your store versus other energy drink brands in the market.

This article will help you understand how you can start and run your energy drink business in a different way; resist fierce competition in the market. You will also learn how to keep customers coming back for their drink.

1. Conduct market research -: As I mentioned earlier in this article, dozens of energy drinks hit the market every year, and most of them are shut out of the market by competitors. So, in order for your energy business to stand out and stand the test of time, you must first do market research on what consumers want. Knowing what they need will help you create a product that will be hard for them to refuse.

Since your product is an energy drink, you should choose people who drink energy drinks at least once a day; These people had to try different brands of drink and be able to distinguish between each brand. Then create a focus group from that category of people and ask them what they would like to add to the energy drink, including flavor, packaging, and price.

2. Develop a business plan -: at this stage, you must complete your market research on consumer needs; now is the time to develop an energy drink business plan based on the information you have.

The business plan should contain basic information such as your budget and capital ( if you need to do business alone or if you need to find business partners as financial investors ), the number of employees you need to get started, the location of the business, the mode of advertising and transportation from the plant to wholesalers, retailers and consumers, and finally, the business goal for next five years.

3. Start working on your brand -: The next thing you need to do after developing a business plan is to start working on your brand. By brand, I mean the elements that set your energy drink apart from other energy drinks on the market.

It includes your name, logo, taste of drinks ( taste and aroma must be unique ), packaging ( Will the drink be in a can or in a plastic bottle (unit price, quantity of drink contained in the can). You should also point out that the information you received from the focus group will help you greatly in your work on your brand.

4. Produce the first batch … The worst mistake your business can make is to produce large amounts of energy drink when there is no market for it yet. The wisest way is to make the first batch to hit the market; You can start with the first five hundred to five thousand packs. How this first batch is accepted in the market will determine the size of the next batch produced. When the first batch is ready, it’s time to bring the product to market.

5. Market entry -: the first batch is ready for market launch, the question now ; the best way to bring a product to market to become a household name ? The first thing to do is to make a list of the top 100 distributors or wholesalers in your area and even beyond; contact them and tell them about your new energy drink.

However, you should keep in mind that you are not the first energy drink manufacturer to contact them for a month, but you can give them a reason for wanting to buy your product. One way to solve this problem is that you can give them promotional gifts to entice them to buy your product.

For example, any wholesaler who orders more than one hundred packages of your energy drink will be entitled to a small refrigerator; it can be like a high cost for a product that has not yet been fully accepted in the market, but believe me, when the product hits the market, you will not need to give gifts to people who will buy wholesale from you; the product will sell even without much advertising.

6. Create a name for the household -. By this point, you should have asked some wholesalers and retailers to order your product for distribution; it’s time everyone got to know your product and made a name for it.

The best way to do this is to use TV commercials and radio broadcasts, offering customers a variety of promotional material; for example, “buy one” and get a share, or you can include numbers in the package so that consumers can enter the lottery using the number inside the package.

At the end of the period, some multiple winners will receive prizes. Your business will certainly have to spend a lot to make the product a household item, but once the product is accepted in the market, the profits will start to increase and you won’t have to spend a lot on advertising.

Anna Cornet - Author

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Drink Business Plan Template & Guidebook

Writing a business plan can be stressful. Fortunately, you'll find the process to be much easier with the drink business Plan template & guidebook. This guidebook is filled with step-by-step instructions and all of the resources that you'll need along the way.

Get worry-free services and support to launch your business starting at $0 plus state fees.

• How to Start a Profitable Drink Business [11 Steps]
• 10+ Best & Profitable Drink Business Ideas [2023]
• 25 Catchy Drink Business Names:
• List of the Best Marketing Ideas For Your Drink Business:

How to Write a Drink Business Plan in 7 Steps:

1. describe the purpose of your drink business..

The first step to writing your business plan is to describe the purpose of your drink business. This includes describing why you are starting this type of business, and what problems it will solve for customers. This is a quick way to get your mind thinking about the customers’ problems. It also helps you identify what makes your business different from others in its industry.

It also helps to include a vision statement so that readers can understand what type of company you want to build.

Here is an example of a purpose mission statement for a drink business:

At Refresh Beverages, our mission is to provide our customers with delicious, refreshing, and healthy drink options to suit every individual's taste and needs. We strive to use only the finest ingredients, and to offer a wide range of flavors and styles to choose from. We are committed to providing exceptional customer service, and to helping our customers find the perfect drink to quench their thirst and satisfy their cravings. We aim to be the go-to destination for drinks, and to help our customers stay hydrated and energized with our tasty beverages.

2. Products & Services Offered by Your Drink Business.

The next step is to outline your products and services for your drink business. 

When you think about the products and services that you offer, it's helpful to ask yourself the following questions:

• What is my business?
• What are the products and/or services that I offer?
• Why am I offering these particular products and/or services?
• How do I differentiate myself from competitors with similar offerings?
• How will I market my products and services?

You may want to do a comparison of your business plan against those of other competitors in the area, or even with online reviews. This way, you can find out what people like about them and what they don’t like, so that you can either improve upon their offerings or avoid doing so altogether.

3. Build a Creative Marketing Stratgey.

If you don't have a marketing plan for your drink business, it's time to write one. Your marketing plan should be part of your business plan and be a roadmap to your goals. 

A good marketing plan for your drink business includes the following elements:

Target market

• Who is your target market?
• What do these customers have in common?
• How many of them are there?
• How can you best reach them with your message or product?

Customer base 

• Who are your current customers? 
• Where did they come from (i.e., referrals)?
• How can their experience with your drink business help make them repeat customers, consumers, visitors, subscribers, or advocates for other people in their network or industry who might also benefit from using this service, product, or brand?

Product or service description

• How does it work, what features does it have, and what are its benefits?
• Can anyone use this product or service regardless of age or gender?
• Can anyone visually see themselves using this product or service?
• How will they feel when they do so? If so, how long will the feeling last after purchasing (or trying) the product/service for the first time?

Competitive analysis

• Which companies are competing with yours today (and why)? 
• Which ones may enter into competition with yours tomorrow if they find out about it now through word-of-mouth advertising; social media networks; friends' recommendations; etc.)
• What specific advantages does each competitor offer over yours currently?

Marketing channels

• Which marketing channel do you intend to leverage to attract new customers?
• What is your estimated marketing budget needed?
• What is the projected cost to acquire a new customer?
• How many of your customers do you instead will return?

Form an LLC in your state!

4. Write Your Operational Plan.

Next, you'll need to build your operational plan. This section describes the type of business you'll be running, and includes the steps involved in your operations. 

In it, you should list:

• The equipment and facilities needed
• Who will be involved in the business (employees, contractors)
• Financial requirements for each step
• Milestones & KPIs
• Location of your business
• Zoning & permits required for the business

What equipment, supplies, or permits are needed to run a drink business?

To start a Drink business, you will need the following equipment and supplies:

• Ingredients for the drinks, such as fruit, sugar, and flavorings
• Packaging materials, such as bottles or cans for the drinks
• Labeling materials, such as labels and stickers for the packaging
• A workspace for mixing and storing the drinks
• Equipment for mixing and measuring the ingredients, such as blenders and scales

You will also need to obtain the necessary permits and licenses to operate your business. This may include a business license, a food-handling permit, and any other permits required by your city or state. It's important to research the specific requirements in your area before starting your business. You may also need to obtain certification in food safety practices.

Additionally, if you plan to sell alcoholic drinks, you will need to obtain a liquor license and comply with any other regulations governing the sale of alcohol in your area.

5. Management & Organization of Your Drink Business.

The second part of your drink business plan is to develop a management and organization section.

This section will cover all of the following:

• How many employees you need in order to run your drink business. This should include the roles they will play (for example, one person may be responsible for managing administrative duties while another might be in charge of customer service).
• The structure of your management team. The higher-ups like yourself should be able to delegate tasks through lower-level managers who are directly responsible for their given department (inventory and sales, etc.).
• How you’re going to make sure that everyone on board is doing their job well. You’ll want check-ins with employees regularly so they have time to ask questions or voice concerns if needed; this also gives you time to offer support where necessary while staying informed on how things are going within individual departments too!

6. Drink Business Startup Expenses & Captial Needed.

This section should be broken down by month and year. If you are still in the planning stage of your business, it may be helpful to estimate how much money will be needed each month until you reach profitability.

Typically, expenses for your business can be broken into a few basic categories:

Startup Costs

Startup costs are typically the first expenses you will incur when beginning an enterprise. These include legal fees, accounting expenses, and other costs associated with getting your business off the ground. The amount of money needed to start a drink business varies based on many different variables, but below are a few different types of startup costs for a drink business.

Running & Operating Costs

Running costs refer to ongoing expenses related directly with operating your business over time like electricity bills or salaries paid out each month. These types of expenses will vary greatly depending on multiple variables such as location, team size, utility costs, etc.

Marketing & Sales Expenses

You should include any costs associated with marketing and sales, such as advertising and promotions, website design or maintenance. Also, consider any additional expenses that may be incurred if you decide to launch a new product or service line. For example, if your drink business has an existing website that needs an upgrade in order to sell more products or services, then this should be listed here.

7. Financial Plan & Projections

A financial plan is an important part of any business plan, as it outlines how the business will generate revenue and profit, and how it will use that profit to grow and sustain itself. To devise a financial plan for your drink business, you will need to consider a number of factors, including your start-up costs, operating costs, projected revenue, and expenses. 

Here are some steps you can follow to devise a financial plan for your drink business plan:

• Determine your start-up costs: This will include the cost of purchasing or leasing the space where you will operate your business, as well as the cost of buying or leasing any equipment or supplies that you need to start the business.
• Estimate your operating costs: Operating costs will include utilities, such as electricity, gas, and water, as well as labor costs for employees, if any, and the cost of purchasing any materials or supplies that you will need to run your business.
• Project your revenue: To project your revenue, you will need to consider the number of customers you expect to have and the average amount they will spend on each visit. You can use this information to estimate how much money you will make from selling your products or services.
• Estimate your expenses: In addition to your operating costs, you will need to consider other expenses, such as insurance, marketing, and maintenance. You will also need to set aside money for taxes and other fees.
• Create a budget: Once you have estimated your start-up costs, operating costs, revenue, and expenses, you can use this information to create a budget for your business. This will help you to see how much money you will need to start the business, and how much profit you can expect to make.
• Develop a plan for using your profit: Finally, you will need to decide how you will use your profit to grow and sustain your business. This might include investing in new equipment, expanding the business, or saving for a rainy day.

Frequently Asked Questions About Drink Business Plans:

Why do you need a business plan for a drink business.

A business plan is a document that outlines the goals and objectives of a business, as well as the strategies and tactics that will be used to achieve those goals. It is important to have a business plan for your drink business because it helps to focus the efforts of the company, communicate the business's goals and objectives to potential investors, and provide a roadmap for the business to follow. Additionally, a business plan can be used to help secure funding from investors or lenders, who will want to see that the business has a solid plan in place before they provide funding.

How to write a business plan for your drink business?)

To build a business plan for your drink business, start by researching your industry, competitors, and target market. Use this information to define your business's goals and objectives, as well as the strategies and tactics that you will use to achieve those goals. Next, create a financial plan that outlines your projected income, expenses, and profit. This should include a projected income statement, cash flow statement, and balance sheet. Once you have all of this information, you can use it to create a comprehensive business plan that outlines the goals and objectives of your business, as well as the strategies and tactics that you will use to achieve those goals. A well-written drink business plan contains the following sections: Purpose, Products & Services, Marketing Plan (including Marketing Strategy), Operations/Management Plan (including Operations/Management Strategy), Financial Plan (including Financial Forecasts), and Appendixes.

Can you write a drink business plan yourself?

Yes, you can write a drink business plan yourself. Writing a business plan is a valuable exercise that can help you clarify your business idea, identify potential challenges and opportunities, and develop a roadmap for success. While there are many resources and templates available to help you write a business plan, the process of creating one is ultimately up to you.

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I'm Nick, co-founder of newfoundr.com, dedicated to helping aspiring entrepreneurs succeed. As a small business owner with over five years of experience, I have garnered valuable knowledge and insights across a diverse range of industries. My passion for entrepreneurship drives me to share my expertise with aspiring entrepreneurs, empowering them to turn their business dreams into reality.

Through meticulous research and firsthand experience, I uncover the essential steps, software, tools, and costs associated with launching and maintaining a successful business. By demystifying the complexities of entrepreneurship, I provide the guidance and support needed for others to embark on their journey with confidence.

From assessing market viability and formulating business plans to selecting the right technology and navigating the financial landscape, I am dedicated to helping fellow entrepreneurs overcome challenges and unlock their full potential. As a steadfast advocate for small business success, my mission is to pave the way for a new generation of innovative and driven entrepreneurs who are ready to make their mark on the world.

• [email protected]
• Mon - Sat: 8h00 - 18h00 (ICT)

• New energy drink marketing plan: How to gain attention for a new launch 
• Beverage branding
• New energy drink...

Energy drink is a new popular drink in the whole beverage market. That is why beverage businesses need to be masters at making a new energy drink marketing plan to gain attention at the first step. 

This writing will provide fundamental knowledge about the energy drink market and tips to make a new launch stand out.

Why is a practical marketing plan essential?

A marketing plan is well-prepared material that details the actions to sell a product, service, brand, or corporation as a whole. Marketing plans can last anywhere from one to five years.

• Every marketing strategy is written and developed with a specific, well-defined target audience in mind, such as employees, stakeholders, or collaborators.
• The marketing planning strategy of a company is derived from and sometimes drives, the overall business strategy.
• A business plan is broad in scope and includes various department functions, such as information technology (IT), finance, operations, human resources, and marketing.

A formal marketing plan serves as a clear reference point for activities throughout the planning period . However, the planning process is perhaps the most crucial benefit of these plans. This typically provides a one-of-a-kind opportunity, a forum, for information-rich and productively focused discussions among the various managers involved. 

The project, along with the associated conferences, then provides an agreed-upon context for their subsequent management activities, including those not explicitly mentioned in the plan.

In essence, a marketing plan:

• Makes the marketing team examine their previous decisions and comprehend their outcomes ; makes the marketing team examine the environment in which they operate;
• Establishes a future course of action that all members of the organization should understand and support;
• Assist in obtaining funding for future initiatives.

Marketing plans are included in business plans , and they provide data that shows investors how the company will grow and what kind of return on investment they can expect.

Thus, marketing plans are written to:

• Fulfill the requirements of the marketing department’s yearly planning process;
• Describe a strategy for launching a new product or resolving a current issue.
• Obtain funding from outside sources.

Eventually, marketing plans serve a purpose both within and outside the organization.

Recommended reading: Beverage packaging: An amazing tool for your marketing strategy

Energy drink market overview 

The energy drinks market is predicted to rise at a CAGR of 9.12 % between 2021 and 2026.

Fitness clubs and other sporting arenas were closed down in significant parts of the world following the onset of the COVID-19 pandemic. 

The governments took this step to limit the spread of the coronavirus, which harmed energy drink sales in the global market in 2020. However, consumers continue to cling to workouts and engage in various exercise regimes in the comfort of their own homes, resulting in continued demand for energy drinks. 

Furthermore, many economies removed strict lockdown measures by the end of 2020, resulting in the opening of fitness clubs and sports clubs, resulting in the recovery of energy drink sales.

Increased urbanization, rising disposable incomes, and rising health consciousness among consumers contributed to increased demand for non-carbonated beverages. 

Young people consume a lot of energy drinks because they claim to improve their performance, endurance, and alertness . At once, long and erratic working hours come along with the increasing frequency of social gatherings are driving Indian consumers to consume energy drinks. 

Besides, an increase in the number of health-conscious consumers and increased consumer awareness about active lifestyles, and rising rates of lifestyle-related diseases influenced health-conscious consumers to choose healthy and sugar-free drinks. The energy drinks market is also expected to expand as promotional, and advertising strategies become more complicated.

Competitive Landscape

The energy drinks market is highly competitive, making it difficult for new and small businesses to compete. Many companies with significant market shares in the energy drinks market are Monster Beverage Corporation, Red Bull, The Coca-Cola Company, Rockstar Inc., and PepsiCo. To scale their energy drink production in the region, companies in the market are focusing on personalization and convenience and providing healthy, zero-calorie, and low-sugar functional energy drinks.

Furthermore, product launches may assist businesses in capitalizing on the enormous growth potential in developing regions . The majority of manufacturers raise product awareness through advertising and celebrity endorsement. In addition, energy drink manufacturers sponsor major sporting events.

North America dominates the energy drinks market

The high consumption of energy drinks, combined with the massive coffee culture in the United States, has pushed the concept of energy shots into the mainstream, which is a major factor driving energy drink sales in the country. 

In the United States, energy drinks are an essential part of social gatherings, parties, and celebrations. Manufacturers such as Red Bull, Monster Beverages, and others offer their energy drinks in various flavors and two major packaging formats, including PET bottles and cans, giving consumers a wide range of suitable drinks to choose from in terms of both packaging and flavor. 

Furthermore, soda consumption in the country is dropping, which has created an enormous opportunity for manufacturers such as Coca-Cola and PepsiCo, attempting to harness the name awareness of their legacy brands by making a bigger mark in the rising energy drink sector.

For example, in 2019, Coca-Cola announced the release of its first energy drink under the brand Coca-Cola Energy, Coca-Cola Energy Zero Sugar, Coca-Cola Energy Cherry, and Coca-Cola Energy Cherry Zero Sugar. ​

Recommended Reading: Private label energy drinks: Fundamental knowledge for successful 

A winning marketing plan – 4 Easy ways to gain attention for a new energy drink launch

A new product launch is critical to the success of a small business. Unlike larger firms with more expendable resources, small businesses frequently cannot afford for their new product to fail. 

Thus, it is critical to establish a new development in the minds of consumers as soon as possible. Products that gain traction early on have a better chance of succeeding, whereas those that fail to gain traction may fizzle out. Organize your marketing efforts and employ specific strategies to generate interest in your new product.

Increase your advertising before the product launch. According to Michael John Baker, author of “The Marketing Book,” you should utilize more advertising during a product’s introduction than at any other time in its life cycle. This is because you want your customers to recognize your product as soon as it is accessible.

Distribute product samples to provide customers with firsthand experience with it. You can distribute products through various channels, such as in-store promotions, mail-outs, or by publishing coupons in print advertisements.

Send out press releases . According to David Meerman Scott, author of “The New Rules of Marketing and PR,” press releases can be an effective way to gain publicity.

Your press release should outline the product’s benefits and emphasize how it differs from existing products. It should also include images that news organizations may use and contact information for anyone wishing to speak with company officials.

Organize a launch party . Invite industry professionals and the media to a launch party for the new product. These are influential individuals whose views can impact the purchasing public. Make product samples available, and center the theme on the product. For example, if you’re launching a strong energy drink, throw an energy-themed party.

These days, it’s easy to manufacture but hard to make new launches stand out and stay stable in the rapidly changing market. That is why marketers need to know how to catch customers’ attention in the first place. 

This writing briefly suggests you some easy ways to make customers remember your new energy launch , but it’s just the first step to making your product striking through time. 

If this topic is valuable to you, you can learn more about other marketing tips or similar issues on Tan Do’s blog any time!

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