business plans for ice cream

How to Write an Ice Cream Shop Business Plan + Free Sample Plan PDF

Elon Glucklich

6 min. read

Updated February 16, 2024

Download: Free one-page ice cream shop sample business plan

With the global ice cream market projected to grow by over 40% by the end of the decade, now is a great time for entrepreneurial dessert enthusiasts to enter the ice cream business.

But running any kind of business requires careful planning. You’ll need to consider your location and the preferences of customers in your area, and understand what direct and indirect competitors are offering.

Are you writing a business plan for your ice cream shop because you’re seeking a loan? Or, is your primary concern building a clear roadmap for growth? Either way, remember that no two ice cream shops are exactly alike. Your business model will be different if you’re making your own ice cream or selling scoops from big manufacturers. So take the time to do some market research and create your own financial forecasts to give you a blueprint for sustained growth. That’s the benefit a business plan provides.

• What should you include in an ice cream shop business plan?

Your ice cream shop business plan doesn’t need to be hundreds of pages — keep it as short and concise as you can. You’ll probably want to include each of these sections:

• Executive summary
• Company overview
• Market analysis
• Marketing and sales strategy 
• Operations Plan
• Financial plan

One of the things that makes an ice cream shop business plan different from some food and beverage business plans is that your business might be more affected by seasonal downturns. 

You also have to account for consumers’ growing preference for dairy-free alternatives. If you’re trying to reach a health-conscious market, make sure to keep an eye on market trends, and include your ideas for offering dairy alternatives on your menu.

Here’s an example of an ice cream shop business plan outline.

• The 7 elements of an effective ice cream shop business plan

1. Executive Summary

The executive summary gives a broad overview of your plan. It should outline your goals for the shop, whether it’s to enter a new market, separate yourself from competitors with innovative ice cream flavors, or expand your customer base.

The executive summary should clearly articulate the ice cream shop’s mission. Maybe it’s to deliver locally sourced and organic ingredients. Or it could be to establish a new community gathering space for families. Whatever it is, you should carve out some space in the 1-2 page executive summary section so that readers understand the “why” of your business right away.

Lay out what the keys to success are for your ice cream shop. It could be finding a location with high visibility and foot traffic, a team that delivers exceptional customer service, a unique product line, or a combination of these factors.

2. Company description

The Company Description section should give readers deeper insight into the operations and structure of your ice cream shop. It expands on the brief overview provided in the executive summary, offering more information about your ice cream shop’s unique value proposition. 

If you have an existing business, briefly share its history, highlighting any milestones you’ve achieved, like reaching certain sales goals or employee counts.

If you’re a new business, start by discussing the rationale behind your business name and location. Then, go into more detail about your concept. Describe if you’re focusing on traditional flavors, gourmet or artisan options, or a niche market like vegan or dairy-free alternatives. Detail offerings like coffee or baked goods and snacks that might support your main product line.

It’s also important to detail the ownership and legal structure of your business, like if you’re a sole proprietorship, a limited liability company, partnership, or more formal corporate structure.

Finally, you can go into more detail about the goals for your business that you touched on in your executive summary. These could be sales targets, expansion plans — whatever you hope to achieve. Explain how you plan to measure success toward your goals, and your projected timeframe for meeting them.

3. Market analysis

Separating yourself from competitors requires a strong understanding of your business opportunity. The market analysis section is where you document the size of your market and your competitors.

This is where you hone in on the demographics and preferences of your target market, as well as trends in the ice cream industry that could impact your sales. Whether you plan to target health-conscious college students, families with young children, or another segment, explain in your plan why this focus is justified, and back it up with research.

You’ll also need to research your target market’s other dessert options, whether it’s direct competitors like other ice cream shops, or indirect competitors like grocery stores.  

4. Marketing and sales strategy

The marketing and sales strategy takes the research from your market analysis, and turns it into an actionable plan to get more customers in the door.

Advertising online or in local publications can help spread awareness of your business. Participating in community events is another way to connect with potential customers. Digitally savvy business owners also leverage their website and social media accounts as low-cost ways to reach customers wherever they are.

You should also consider if discounts or special offers for repeat customers will encourage enough loyalty to justify the lower sales price. Just make sure that these initiatives are tailored to your target market. Effective marketing is about utilizing tactics that work, and scrapping ones that don’t provide any return. So be sure to establish key performance indicators to track the effectiveness of your marketing strategy.

5. Operations plan

The operations section details how you’ll run your business efficiently from day to day. All of the logistics you’ll need to manage to avoid wasteful spending — production processes, supplier relationships, staffing, inventory and technology — are documented here.

Outline how you plan to source ingredients and materials you’ll be ordering regularly, and identify your key suppliers. You should also give details about the building size and layout of your business, and any renovations required if you’re starting out or expanding.

List your staffing needs, including key roles and responsibilities. If you’re writing your business plan for a bank loan or investment, be sure to include your plan for managing inventory and reducing waste, since they’ll be especially concerned about if you’ll use their funds wisely.

6. Financial plan

Your financial plan should include financial projections for your business, including your sales , expenses , and profitability . Include a cash flow statement , income statement , and balance sheet .

Also, outline your pricing strategy and compare your prices to competitors. Examine your wage costs and consider how they will affect your profitability.

As you compare your financial projections to your actual results over time, you’ll see where you need to make strategic adjustments to reach your goal, or if you need to revise your target. 

7. Appendix

The appendix is where you add any additional documents that support your business plan. This could include market research and survey data, lease agreements, employee contracts, or licensing and permit documents.

An appendix isn’t always necessary, but it can provide valuable context and proof to support your business plan’s content.

• Download your free ice cream shop one page sample business plan

Download this ice cream shop sample business plan for free right now, or visit Bplans’ gallery of more than 550 sample business plans if you’re looking for more options.

There are plenty of reasons ice cream shop owners can benefit from writing a business plan —you’ll need one if you’re seeking a loan or investment.

Even if you’re not seeking funding, the process of thinking through every aspect of your business will help you make sure you’re not overlooking anything critical as you grow.

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Elon is a marketing specialist at Palo Alto Software, working with consultants, accountants, business instructors and others who use LivePlan at scale. He has a bachelor's degree in journalism and an MBA from the University of Oregon.

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Ice Cream Shop Business Plan

Ever dreamed of owning an ice cream shop?

If yes, you’ve stumbled upon the coolest business idea. It’s time to elevate your entrepreneurial journey from sugary dreams to scoopable reality!

But before you start, there’s an important step to sweet success: drafting your business plan. Also, it requires careful planning, a keen idea about your market size, and sprinkles of creativity.

Not to worry; we’re here to help you with our ice cream shop business plan ! It is a strategic roadmap guiding you toward the vibrant, bustling ice cream parlor that you’ve always imagined.

In this guide, you can explore the essential elements you need to know for a well-crafted business plan that’s bringing your very own ice cream shop to life.

So, lace up your apron, and let’s delve into the art of crafting your ice cream shop business plan.

Key Takeaways

• Create an interesting executive summary that highlights your goals, marketing plan, and team expertise to draw potential investors.
• Conduct thorough market research and competitive analysis to better understand industry trends and customer needs.
• Mention your ice cream shop business descriptions to advertise your business and reach a wider audience.
• Build a strong online presence and an effective marketing plan to attract more customers.
• Keep a realistic and strategic financial plan to assess startup costs and secure funding resources for an ice cream business.
• Develop a delightful sample menu that represents unique ice cream offerings and encourages customers to explore different flavors.
• Use SWOT analysis tools to evaluate your strengths, weaknesses, opportunities, and threats for informed decision-making.

Ice Cream Industry Outlook

Before diving right into the guide to ice cream business plan, let’s go through some ice cream industry statistics and trends:

• The ice cream market revenue amounts to $19.13 billion in 2023, and the market is projected to rise annually by 3.64% (CAGR 2023-2028).
• The U.S. ice cream makers churned out 1.38 billion gallons of ice cream in 2022. The average American consumes roughly 20 pounds of ice cream or about 4 gallons, each year.
• For the ice cream market, volume is estimated to be 4.16 billion kg by 2028. It is expected to show a volume growth of 1.1% in 2024.
• The North American ice cream market size is projected at $22.63 billion in 2023; and is estimated to reach $26.52 billion by 2029, growing at a CAGR of 2.68% during the forecast period (2023-2029).
• The global ice cream market will reach $104.96 billion in 2029, up from $71.52 billion in 2021 due to the increasing cravings for ice cream.
• Chocolate, Cookies & cream, Vanilla, Strawberry, Buttered Pecan, and Chocolate Chip are the top ice cream flavors in the U.S.
• Non-dairy ice creams, plant-based ingredients, and low-calorie or no-sugar ice creams have gained popularity among health-conscious consumers compared to regular ice creams.

Key Components of an Ice Cream Business Plan

• Executive Summary
• Business Overview
• Market and Competitor Analysis
• Ice cream Menu
• Marketing Strategy
• Management Team
• Operational Plan
• Financial Plan

1. Executive Summary

An executive summary is a quick overview of your entire business plan. It should be clear, concise, and compelling as it attracts investors to delve further into your plan.

Start your summary with a brief description of your ice cream shop concept including the name, location, and type of ice cream shop you are running.

After that, try to outline a few important topics, from objectives and core values to a coherent vision for your brand, that will be explored in greater detail within the plan.

Clearly state your business’s unique selling proposition(USP), market opportunity, and target customers. Don’t forget to mention all the key members and financial projections of your ice cream parlor.

You can also add a 3-year profit forecast to emphasize the potential for profitability.

Lastly, conclude this section with an effective call to action for inviting potential investors or readers if they are curious about your ice cream shop.

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2. Business Overview

The business overview section compliments the executive summary and provides a quick look at your ice cream shop. Draft specific details about your business here.

First, introduce the ice cream shop’s business model, including ownership, legal structure(S-Corp, LLC or a sole proprietorship), and shop location.

Also, mention what type of business you are operating; for instance, it will be one of the below types of ice cream shop businesses:

• Self-service ice cream shop: Allows customers to fill their own containers with desired ice cream flavors and toppings.
• Ice cream truck: An easy way to reach more customers in different areas.
• Gourmet ice cream shop: Caters to customers seeking premium frozen desserts and high-quality experience.
• Franchise ice cream shop: Operates under the esteemed brand and follows the meticulous operational standards set by the franchisor.

Don’t forget to add a mission statement in this section, as it is a brief of your ice cream shop’s guiding principles. Here is an example of the mission statement for an ice cream store using Upmetrics:

Next, discuss a little bit more about your business background and how your ice cream shop works. Try to give answers for when you start your business and what are the long-term goals of your brand.

In addition, highlight any milestones you have accomplished, such as the number of customers served, positive reviews, new ice cream parlor openings, etc.

3. Market and Competitor Analysis

Launching an ice cream shop business demands a strategic roadmap and an ice cream shop industry analysis. So, take some time to go further and perform careful market research in your area.

Start this section by presenting a quick summary of the ice cream shop industry and define the local market size (in dollars), historical background, and growth potential.

With proper market research and industry analysis, you can assess that the market for ice cream shops is bustling with competition, going from self-serve frozen yogurt zones to dreamy ice cream parlors.

So, identify your target market demographics, including age, gender, income level, and preferences. Want help creating a buyer persona for your ice cream shop business?

Employ Upmetrics’ AI-powered Assistance now and write brief sections of your business plans. Follow the given prompt or revise it to make a bunch of buyer persona profiles for your target customers:

Explore the current landscape and assess key players to understand their strengths and weaknesses. Perform a thorough ice cream industry analysis to recognize direct and indirect competitors.

Direct competitors can be other ice cream shops, while frozen yogurt shops or dessert cafes can be indirect competitors.

Monitor their product offerings, pricing plan, and customer engagement approach. So, you need a strong, memorable, and coherent ice cream brand that addresses gaps in the market.

Conduct a SWOT analysis to find internal strengths & weaknesses of your ice cream shop and external opportunities & threats in the ice cream market. Based on that, outline unique selling points and competitive edge.

Not only that, you can also explain local government regulatory rules and emerging market trends that might impact the ice cream shop industry.

4. Ice cream Menu

Designing a sample ice cream menu is the most important asset for writing an ice cream shop business plan. It is a productive step in presenting your business plan to potential clients and investors.

Summarize the uniqueness of your offerings that set your brand apart from other ice cream shops. Start by listing all the flavors of ice creams, toppings, and specialty items your shop will offer. That might be:

• Classic flavors(Vanilla, Chocolate, Strawberry, Cookies and Cream, Butter Pecan, etc.)
• Signature flavors (Hazelnut Delight, Caramel Sensation, Cheesecake Bliss, Espresso Crunch, etc.)
• Seasonal Specials(Pumpkin Spice Delight, Apple Cinnamon Harvest, Lemonade Fizz Fling, etc.)
• Creative Cones(Bubblegum Burst Cone, Cinnamon Sugar Twist Cone)
• Ice cream floats
• frozen yogurt selections
• Customizable ice cream flights
• Ice cream cakes
• Sorbet and Sherbet options

Showcase that your ice cream products cater to a diverse customer base and ensure that there’s something for everyone. Clearly emphasize innovative flavors and unique combinations to grab customer attention.

Add creative names and descriptions to enhance the overall appeal of your menu. Use vibrant language to portray delightful flavors, the aroma of freshly made waffle cones, and any special features.

Implement a transparent and strategic pricing structure for delightful explorations that reflect the quality and craftsmanship behind each product.

Check the below example from Upmetrics to draft your ice cream shop product offerings:

You might enclose details about whether you will sell ice cream cakes from a local vendor or make your own, and what kind of ingredients, dairy products, flavorings, and serving methods you will feature.

If applicable, consider including any interactive elements into the menu, such as QR codes for online videos revealing the making process of irresistible offerings or customer testimonials.

5. Marketing Strategy

Demonstrate a comprehensive marketing plan to attract a diverse customer base. Develop a multifaceted approach for brand promotion and customer engagement.

Think about the key elements mentioned below to add in your sales and marketing plan:

Establish a unique personality of an ice cream store via a professional website and brand logo. Highlight your shop atmosphere, ice cream offerings, artisanal flavors,  customer reviews, and locally sourced ingredients.

Social Media platforms

Use the power of social media(Instagram, Facebook, Twitter) to present your ice cream creations. Regularly publish visually appealing content, such as high-quality images, catchy captions, and promotional activities to maximize reach.

Offline Advertising

Effectively reach your target audience using offline channels. Use traditional advertising methods like brochures, newspapers, and social gatherings. Also, get in touch with the local community through outreach initiatives.

Events and influencer collaborations

Participate in local events or carnivals to raise brand visibility. Collaborate with influencers who align with your brand value and attract their followers to your ice cream shop.

Promotions and loyalty programs

Involve special discounts, buy one get one free offer or seasonal promotions to draw new customers and retain existing ones. Also, introduce loyalty programs to offer rewards for frequent patrons.

Take a reference from the below example written using our AI assistant, describing marketing strategy for ice cream shops:

Pence’s Frozen Custard will use multiple methods to approach its target markets. Since our most difficult task will be attracting customers for that first tasting, we have a two-tiered approach. First, a mass mailing campaign will create customer awareness and generate trials. This will include coupons and our “Grand Opening” offer: with a coupon, your first dessert at Pence’s in April or May is free. The initial cost of this offer will be more than offset by repeat sales later. After this initial campaign, our marketing strategy will focus on our two target markets separately.

For 18-24-year-olds, Pence’s will distribute flyers on campus and at the bus station. We will also seek permission to place fliers on the doors of apartment rentals and apartment complexes. To further reach the “Town and Gown” niche of this market, we will purchase radio ads on specific radio stations that feature R&B music.

To reach the “first families” more effectively, we plan to sponsor events and help out with local elementary schools and after-school activities. Such plans include: sponsoring a little league team; offering a tour of the shop to elementary school students; and giving coupons and promotional information to the children to bring their families in.

All of these marketing campaigns will be supplemented by ongoing “brand awareness” campaigns, with advertisements in the local paper, interviews with the college newspaper (as the owner is a graduate), and fliers posted at popular local events. We will highlight our community service involvement as part of our “good neighbor” approach to doing business in this area.

6. Management Team

Allowing your readers or investors to know about your management team will help them have a clear idea of who is operating your ice cream shop.

So, mention the ice cream shop’s general manager, marketing team, or some combination of ice cream confectioner and financier in this section. Here is an illustration of a strong management team with the help of Upmetrics:

Highlight each individual’s specific roles and responsibilities, including their skills and prior experience relevant to ice cream businesses. If so, mention those experiences in your business plan to show their ability.

Doing so is very important to prevent any misunderstandings once the business is up and running.

Next, describe the compensation plan or salary structure in this section. This can help key stakeholders to ascertain how much percentage of the revenues is allocated to salaries. Refer to below as an example:

Not only that, you can also state advisory board members by including 2 -3 individuals who act like mentors to your business. They would direct you with strategic guidance and add credibility to your business idea.

7. Operational Plan

As specific information on day-to-day operations is a map for achieving business objectives and customer satisfaction, it’s time to emphasize a precise operational plan for an ice cream shop business.

Begin with a quick intro that summarizes the pivotal role of everyday operations and the supply chain for the frozen treats on your menu. Then, give a detailed overview of daily activities that navigate your business.

Specify the staffing requirements for your shop, defining the number of front-of-house and back-of-house associates. From scoopers to kitchen staff and cashiers, mention their roles and responsibilities.

Consider some factors like peak hours and seasonal variations to determine staffing levels. Here is an example from Upmetrics depicting the personnel plan for ice cream shops:

Facility Management

To ensure a smooth operation, discuss the daily facility management tasks such as opening and closing routines, maintaining schedules for equipment & fixtures, and making ice cream and serving customers.

Technology/software

Leverage technology/software for daily operations, including point-of-sale systems for order processing, inventory management for ingredient level tracking, and CRM tools for personalized communication or feedback.

Customer experience

Take specific steps to ensure a fun and safe customer experience. Involve staff training for a welcoming environment and cleaning protocols for food safety measures and contribute to a favorable customer experience.

8. Financial Plan

For a successful ice cream shop business, you will need a well-structured and in-depth financial plan with a realistic financial projection.

It is the most important section for investors as it offers a clear picture of the ice cream shop’s projected profitability, fiscal growth, and cash generation capacity.

While developing a financial plan, you can highlight the income statement, cash flow statement, balance sheet, break-even analysis, and funding needs for 3-5 years.

In this section, you need to make a few assumptions. it will greatly affect the financial forecasts of your business. Refer to Upmetrics’ template to make important assumptions for your ice cream shop business:

Define all the necessary components explained below in your business plan:

Income statement

An income statement is generally known as a profit and loss statement, or P&L, showing the net profit of your ice cream shop business by deducting expenses from total earnings.

Here is an example of a projected profit & loss statement for an ice cream shop business using Upmetrics:

Cash flow statement

This statement enables you to notice how much money you need to start or grow your ice cream shop business and ensure that you never run out of money.

Sometimes, you get profits but still face financial issues that could lead to bankruptcy. Thus, you will require suitable cash flow planning to avoid such cases.

Also, don’t forget to maintain this statement even for certain months before earning profits.

Balance sheet

The balance sheet indicates your ice cream shop business’s net worth at a specific point in time. It classifies all your ice cream shop’s financial data into three parts: assets, liabilities, and equity.

Typically, a balance sheet is prepared once a year. For your ice cream shop business plan, create a projected balance sheet that emphasizes the income statement and cash flow projections.

All the above financial factors can help you specify the break-even point and funding needs. Evaluate the funding resources, including bank loans, SBA-guaranteed loans, angel investors, and personal savings.

However, calculating all the financial statements from scratch can be challenging. But not to worry; here is a simple solution.

Use our robust financial forecasting tool to develop all financial aspects for launching your own ice cream shop business.

Get Your Free Ice Cream Parlor Business Plan Template

Are you ready to start writing an ice cream shop business plan? And want to get help with your business plan? Well, here you go. Download our free ice cream parlor business plan pdf now.

This expertly crafted template is designed with ice cream businesses in mind. With a step-by-step guide and example, this template assists you in simplifying your planning process and directs you with each crucial step.

Import data into your editor and start writing an ice cream shop business plan.

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Write Your Business Plan in Minutes with AI

Now, it’s time to craft a blueprint to turn your vision of owning an ice cream shop into reality. Launch your ice cream shop business confidently with the power of Upmetrics AI assistant .

Whether you are an experienced entrepreneur or a newbie to the business world, our innovative tools and customized business plan templates empower you to write your business plan in minutes.

Don’t let the complexity of business planning hold you back. Grab the opportunity and create a pathway for your sweet venture with Upmetrics!

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Frequently asked questions, what are the key components of an ice cream shop business plan.

Writing a professional business plan for an ice cream shop involves the following key components:

• Executive summary
• Company overview
• Market and industry analysis
• Competitor and customer analysis
• Sample menu for ice creams
• Sales and marketing plan
• Management team
• Operational plan
• Financial projections

Where can I find an ice cream shop business plan template?

There are various online platforms where you can find an ice cream shop business plan template. Consider reputable sources like Upmetrics, which offers 400+ customizable business plan templates for your specific needs.

How long should an ice cream shop business plan be?

Typically, the length of an ideal ice cream shop business plan is around 15-35 pages. It should be clear and concise yet comprehensive, covering all the essential elements of your business. The business plan length can vary based on the audience.

What should I do with my finished ice cream shop business plan?

Once your ice cream shop business plan is finished, use it as a live document. Send it to the potential investors and show your marketing & operational decisions. Regularly revisit and update it as your business grows.

What are some common mistakes made when writing an ice cream shop business plan?

Avoid below 7 common mistakes while writing an ice cream shop business plan:

• Lack of thorough ice cream shop industry and market research
• Overlooking financial projections
• Poor competition analysis
• Neglecting the importance of location
• Lack of differentiation in product offerings and menu
• Ignoring effective marketing strategies
• Avoid prioritizing customer satisfaction

About the Author

Vinay Kevadiya

Vinay Kevadiya is the founder and CEO of Upmetrics, the #1 business planning software. His ultimate goal with Upmetrics is to revolutionize how entrepreneurs create, manage, and execute their business plans. He enjoys sharing his insights on business planning and other relevant topics through his articles and blog posts. Read more

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Ice Cream Shop Business Plan Template

Written by Dave Lavinsky

Ice Cream Shop Business Plan

Over the past 20+ years, we have helped over 10,000 entrepreneurs and business owners create business plans to start and grow their ice cream shop businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through an ice cream shop business plan template step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What is an Ice Cream Shop Business Plan?

A business plan provides a snapshot of your ice cream shop business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan for an Ice Cream Shop

If you’re looking to start an ice cream shop business, or grow your existing ice cream shop business, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your ice cream shop business in order to improve your chances of success. Your ice cream shop business plan is a living document that should be updated annually as your company grows and changes.

Funding Sources for Ice Cream Shop Businesses

With regards to funding, the main sources of funding for an ice cream shop business are personal savings, credit cards, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business.

The second most common form of funding for an ice cream shop business is angel investors. Angel investors are wealthy individuals who will write you a check. They will either take equity in return for their funding, or, like a bank, they will give you a loan.

Finish Your Business Plan Today!

If you want to start an ice cream shop business or expand your current one, you need a business plan. Below are links to each section of your ice cream shop business plan template:

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of ice cream shop business you are operating and the status. For example, are you a startup, do you have an ice cream shop business that you would like to grow, or are you operating a chain of ice cream shop businesses?

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the ice cream shop industry. Discuss the type of ice cream shop business you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.  

Company Analysis

In your company analysis, you will detail the type of ice cream shop business you are operating.

For example, you might operate one of the following types of ice cream shop businesses:

• Self serve ice cream shop : this type of ice cream shop business allows customers to fill their own containers with desired ice cream flavors and toppings.
• Ice cream truck: ice cream trucks are a convenient way to reach more customers in different areas.
• Gourmet ice cream shop: this type of ice cream shop caters to customers seeking gourmet flavors and a high-quality experience.

In addition to explaining the type of ice cream shop business you will operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to question such as:

• When and why did you start the business?
• What milestones have you achieved to date? Milestones could include the number of customers served, number of positive reviews, amount of monthly revenue etc.
• Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry analysis, you need to provide an overview of the ice cream shop.

While this may seem unnecessary, it serves multiple purposes.

First, researching the ice cream shop industry educates you. It helps you understand the market in which you are operating. 

Secondly, market research can improve your strategy, particularly if your research identifies market trends.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your ice cream shop business plan:

• How big is the ice cream shop industry (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market?
• Who are the key suppliers in the market?
• What trends are affecting the industry?
• What is the industry’s growth forecast over the next 5 – 10 years?
• What is the relevant market size? That is, how big is the potential market for your ice cream shop business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your ice cream shop business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: children, parents, teenagers, and restaurateurs.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of ice cream shop you operate. Clearly, parents would want different service options and would respond to different marketing promotions than teenagers, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve. Because most ice cream shops primarily serve customers living in their same city or town, such demographic information is easy to find on government websites.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other ice cream shops. 

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes grocery shops, convenience stores, and ice cream vending machines or kiosks. You need to mention such competition to show you understand that not everyone who wants ice cream will go to an ice cream shop.

With regards to direct competition, you want to describe the other ice cream shop businesses with which you compete. Most likely, your direct competitors will be ice cream shops located very close to your location.

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

• What types of customers do they serve?
• What types of flavors do they offer?
• What is their pricing (premium, low, etc.)?
• What are they good at?
• What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

• Will you provide more ice cream flavors?
• Will you provide services that your competitors don’t offer?
• Will you provide better customer service?
• Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.  

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a ice cream shop business plan, your marketing plan should include the following:

Product : In the product section, you should reiterate the type of ice cream shop that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, in addition to ice cream, will you provide comfortable seating, table service, or on-site entertainment?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the services you offer and their prices.

Place : Place refers to the location of your ice cream shop. Document your location and mention how the location will impact your success. For example, is your ice cream shop located in a busy retail district, shopping plaza, mall, etc. Discuss how your location might provide a steady stream of customers. 

Promotions : The final part of your ice cream shop marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

• Advertising in local papers and magazines
• Reaching out to local websites 
• Social media marketing
• Local radio advertising

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your ice cream shop, including making ice cream, serving customers, and maintaining equipment.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to serve your 1000th customer, or when you hope to reach $X in revenue. It could also be when you expect to open a new ice cream shop location or launch an ice cream shop franchise.  

Management Team

To demonstrate your ice cream shop business’ ability to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company. 

Ideally you and/or your team members have direct experience in managing ice cream shop businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing ice cream shops or successfully running small businesses.  

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

Income Statement : an income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you serve 500 customers per month or 1,000? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets : Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your ice cream shop, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. For example, let’s say a local restaurant owner approached you with a $25,000 contract to provide ice cream for their restaurant. Let’s further assume the contract would cost you $25,000 to fulfill in terms of increased staffing costs and supplies. Well, in most cases, you would have to pay that $25,000 now for employee salaries, equipment, etc. But let’s say the company didn’t pay you for 180 days. During that 180-day period, you could run out of money.

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a ice cream shop business:

• Location build-out including design fees, construction, etc.
• Cost of equipment like dipping cabinets, walk-in refrigerators, and blenders
• Payroll or salaries paid to staff
• Business insurance
• Taxes and permits
• Legal expenses

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your location lease or a blueprint of your shop.   Summary Putting together a business plan for your ice cream shop is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the ice cream shop industry, your competition, and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful ice cream shop.

Ice Cream Shop Business Plan FAQs

What is the easiest way to complete my ice cream shop business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Ice Cream Shop Business Plan.

Where Can I Download an Ice Cream Business Plan PDF?

You can download our ice cream business plan PDF here.

What is the Goal of a Business Plan's Executive Summary?

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of ice cream shop you are operating and the status; for example, are you a startup, do you have an ice cream shop that you would like to grow, or are you operating a chain of ice cream shops?

  OR, Let Us Develop Your Plan For You Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.

Click here to see how Growthink’s professional business plan consulting services can create your business plan for you.  

Other Helpful Business Plan Articles & Templates

Ice Cream Shop Business Plan Template

Written by Dave Lavinsky

Ice Cream Shop Business Plan

You’ve come to the right place to create your Ice Cream Shop business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Ice Cream Shop businesses.

Below is a template to help you create each section of your Ice Cream Shop business plan.

Executive Summary

Business overview.

Frostee Delights Shop is a startup ice cream company located in Nashville, Tennessee. The shop is founded by Janice Maynor, who has experience in operating an ice cream shop. Now, with the expertise of knowledge and business acumen, she has determined she can confidently start and effectively grow a successful ice cream shop. She believes her experience of strategic growth, marketing skills, financial capabilities, and wide and deep knowledge of ice cream making and selling will provide everything needed for long-term growth and profitability.

Frostee Delights Shop will provide a comprehensive array of ice creams, sherbets, frozen yogurt and other assorted frozen treats for a wide variety of clients. Frostee Delights Shop will be the premier ice cream shop, providing frozen and delicious products to each client while supporting the strategic goals of the shop. Frostee Delights Shop will be the ultimate choice in ice cream and frozen treats for clients to ensure that every need of the customer is fully and completely met.

Product Offering

The following are the products and services that Frostee Delights Shop will provide:

• A wide range of frozen dessert treats, including ice cream, frozen yogurt, sherbets, nonfat frozen ice treats and Italian gelatos
• Ice cream cones in various configurations, including giant waffle cones, sweet tortilla cones, and specialty chocolate-dipped cones
• Nonfat and low fat frozen desserts
• Free “Today’s My Birthday!” ice cream cone
• Gluten-free waffle cones and gluten-free frozen treats
• Prepared Ice cream cakes in multiple sizes for pick-up
• Online “Speedy 15 Minute” express pick-up service
• Discount for orders over $40; Discount for parties and special events
• Free delivery on orders over $100

Customer Focus

Frosty Delights Shop will target all individuals within the greater Nashville area. They will target families, birthday party groups, and wedding parties. They will also target citywide businesses and government entities that occasionally host large groups. They will target schools with K-12 students, as well as city colleges and universities.

Management Team

Frostee Delights will be owned and operated by Janice Maynor. She recruited her former assistant manager, Donna LaCree, to be her shop operations manager and she recruited Tomas Lawinson to be her human resources manager.

Janice Maynor is a graduate of the University of Tennessee where she obtained her bachelor’s degree in business administration. She began working part-time in an ice cream shop while in university and began managing a large nationally-owned ice cream shop upon graduation. She has been a manager for over ten years.

Donna LaCree is a graduate of Pine Community College, where she earned her Associate of Arts degree in business administration. She has worked with Janice Maynor as an assistant for over six years and will take on the role of operations manager in the startup company.

Tomas Lawinson has been a human resources manager for five years, working within a retail chain of stores to oversee employee hiring, human resource practices and procedures, and assist in management. He will become the human resources manager for the startup company.

Success Factors

Frostee Delights Shop will be able to achieve success by offering the following competitive advantages:

• Friendly, knowledgeable, and highly-qualified team at the Frostee Delights Shop
• Comprehensive menu of ice cream and frozen treats with many specialty desserts to suit every consumer.
• Special discounts for large group orders.
• “Speedy 15-minute Express” for pick-up.
• Free delivery for orders over $100.
• Frostee Delights Shop offers the best pricing in town. Their pricing structure is the most cost effective compared to the competition.

Financial Highlights

Frostee Delights Shop is seeking $200,000 in debt financing to launch its ice cream shop. The funding will be dedicated toward securing the shop space and purchasing equipment and supplies. Funding will also be dedicated toward three months of overhead costs to include payroll of the staff, rent, and marketing costs for the print ads and marketing costs. The breakout of the funding is below:

• Shop space build-out: $20,000
• Equipment, supplies, and materials: $10,000
• Three months of overhead expenses (payroll, rent, utilities): $150,000
• Marketing costs: $10,000
• Working capital: $10,000

The following graph outlines the financial projections for the Frostee Delights Shop.

Shop Overview

Who is frostee delights shop.

Frostee Delights Shop is a newly established, full-service ice cream shop in Nashville, Tennessee. Frostee Delights Shop will be the most reliable, cost-effective, and delicious choice for everyone in Nashville and the surrounding communities. Frostee Delights Shop will provide a comprehensive menu of ice cream and frozen dessert products for all individuals, families and parties to utilize. Their full-service approach includes a comprehensive menu of ice cream flavors, specialty frozen desserts and ice cream cakes.

  Frostee Ice Cream Shop will offer a wide, delicious array of excellent ice cream treats, prepared with quality ingredients and expert precision. The team of “ice cream professionals” at the ice cream shop are highly-qualified and experienced in ice cream making and frozen dessert preparation. Frostee Delights Shop removes all headaches and issues of the hunt for excellent ice cream and frozen desserts and ensures all customer needs and desires for ice cream are deliciously met while delivering the best customer service.

Frostee Delights Shop History

The Frostee Delights Shop is owned and operated by Janice Maynor. She is a graduate of the University of Tennessee where she obtained her bachelor’s degree in business administration. She began working part-time in an ice cream shop while in university and began managing a large, nationally-owned ice cream shop upon graduation. She has been a manager in the shop for over ten years. Customers have appreciated the care and attention Janice consistently offers and have determined to follow her to the new ice cream shop.

Since incorporation, Frostee Delights Shop has achieved the following milestones:

• Registered Frostee Delights Shop, LLC to transact business in the state of Tennessee.
• Has a contract in place for a 10,000 square foot shop at one of the midtown buildings
• Reached out to numerous contacts to include Frostee Delights Shop in their online conversations.
• Began recruiting a staff of two and two office personnel to work at Frostee Delights Shop.

Frostee Delights Shop Services

The following will be the services Frostee Delights Shop will provide:

• Nonfat and lowfat frozen desserts

Industry Analysis

The ice cream shop industry is expected to grow over the next five years to over $90,160 million. The growth will be driven by the increased interest of consumers and the wide variety of flavors and frozen desserts available. Global experimentation with flavors, cones and toppings has increased consumer interest and created repeat consumer business across the spectrum of cities and towns globally.

Costs will likely be reduced as technology and software are introduced to both speed the process of ice cream and frozen dessert preparation, as well as methods to enrich and improve the flavors and consumer offers that ice cream desserts can provide for consumers. In addition, software will be further utilized to process day-to-day operations more quickly and with greater efficiency, thereby reducing costs overall.

Customer Analysis

Demographic profile of target market.

Frostee Delights Shop will target all individuals within the greater Nashville area. They will target families, birthday party groups, and wedding parties. They will also target citywide businesses and government entities that occasionally host large groups. They will target schools with K-12 students, as well as city colleges and universities.

Customer Segmentation

Frostee Delights Shop will primarily target the following customer profiles:

• Individuals seeking upmarket ice cream flavors and frozen desserts
• Individuals seeking specialty ice creams, such as gluten-free and sugar-free options
• Families and those celebrating special events
• Businesses, government entities and corporations
• Area colleges and universities

Competitive Analysis

Direct and indirect competitors.

Frostee Delights Shop will face competition from other companies with similar business profiles. A description of each competitor Shop is below.

Jack’s Ice Cream Shack

In 2000, Jack Howell began his ice cream business by renting a portable trailer that hitched to the back of his personal truck. Inside the trailer, he outfitted ice cream machines with various flavors and he arranged ice cream toppings to suit all tastes. Jack opened his mobile ice cream shack on the University of Tennessee campus and began a successful shack business. He now has seven mobile ice cream “shacks,” which are transported to sporting events, city gatherings, nearby tourist attractions and large parties.

Offering only three basic ice cream flavors; vanilla, chocolate and strawberry, Jack Howell depends on a wide variety of toppings to bring unique experiences to his customers. Cut fresh fruit, chocolate chips, gummy worms, and other fun toppings round out the ice cream flavors and bring repeat customers back to Jack’s shacks. The company recently franchised the model and concept nationally to a wide and receptive number of potential franchisees.

Sweet Libations!

Sweet Libations! is owned and operated by Noel Harding, who began the company in 2020 to serve customers who prefer ice cream and frozen yogurt in beverages of all kinds. The company has seen modest success to date by serving such favorites as Cold Press Ice Cream Coffee and Pineapple Frozen Fruit Punch. Sweet Libations! Is located in a mid-city retail area, where shoppers congregate and walk on a regular basis. Noel Harding managed a retail ice cream shop within the downtown Nashville area for over fifteen years before he opened this specialty beverage company. Customers primarily come from the surrounding retail and commercial companies in the city area.

The Hot & Spicy Delicacy Shop

The Hot & Spicy Delicacy Shop caters to consumers who love to experiment with distinctive flavors within gourmet foods. Although not a direct competitor, the shop pulls consumers from the mid-city area by offering quirky desserts and beverages that are not found in any other locations. For example, consumers can order a tasting menu of “Everything Chilies,” which contains glasses of chili pepper ice cream, chili pepper pie and chili pepper pressed juice. This quirky concept is appealing to tourists and others who enjoy distinctive flavors, but not all consumers will choose the experience. Many ice cream choices can be found nowhere else, which appeals to the discriminating consumer looking for an unusual experience. Tami Ray and Tommy Sanger have owned and operated this shop for almost twenty years.

Competitive Advantage

Frostee Delights Shop will be able to offer the following advantages over their competition:

Marketing Plan

Brand & value proposition.

Frostee Delights Shop will offer the unique value proposition to its clientele:

• Highly-qualified team of skilled employees provides a customized ice cream or frozen treat cone for each individual
• Unbeatable pricing for clients; they will offer the lowest pricing in the city.

Promotions Strategy

The promotions strategy for Frostee Delights Shop is as follows:

Word of Mouth/Referrals

Frostee Delights Shop has built up an extensive list of contacts over the years by providing exceptional service and expertise to former customers. The contacts and clients will follow the new startup by visiting, posting the visits online and talking about the shop to help spread the word of Frostee Delights Shop.

Professional Associations and Networking

Trade associations and networking in local and regional groups will be an immediate plan within the Frostee Delights team. Offers to get involved with charitable efforts or citywide events will be made, as each event and group may be potential customers and future business. Special discounts will be offered during the first 90 days of business.

Print Advertising

Two weeks before launch, all residents of Nashville will receive a special invitation to the launch of the Frostee Delights Shop, along with a gift card good for a free cone. In addition, the shop employees will visit companies and area businesses with free ice cream cones for employees to encourage new customers and business in the months ahead.

Website/SEO Marketing

Frostee Delights Shop will fully utilize their website. The website will be well organized, informative, and list all the products that Frostee Delights Shop provides. Daily specials will be included. The website will also list their contact information and list their availability for large-order deliveries. The website will engage in SEO marketing tactics so that anytime someone types in the Google or Bing search engine “Ice Cream Shop ” or “Ice Cream near me,” the Frostee Delights Shop will be listed at the top of the search results.

The pricing of the Frostee Delights Shop will be moderate and on par with competitors so customers feel they receive excellent value when purchasing their services.

Operations Plan

The following will be the operations plan for Frostee Delights Shop. Operation Functions:

• Janice Maynor will be the owner and President of the Shop. She will oversee all staff and manage client relations. She has spent the past year recruiting the following staff:
• Debbie Perkins, as the Shop Assistant will manage the ordering, stocking and inventory of products and supplies for the shop.
• Beth Saylar, the new marketing manager, will provide all marketing for the Frostee Delights Shop, including digital and hard copy promotions.

Milestones:

Frostee Delights Shop will have the following milestones completed in the next six months.

• 5/1/202X – Finalize contract to lease shop space
• 5/15/202X – Finalize personnel and staff employment contracts for the Frostee Delights Shop
• 6/1/202X – Finalize plans for Frostee Delights Shop customers
• 6/15/202X – Begin networking at industry events
• 6/22/202X – Begin moving into Frostee Delights Shop
• 7/1/202X – Frostee Delights Shop opens its doors for business

Frostee Delights will be owned and operated by Janice Maynor. Janice Maynor is a graduate of the University of Tennessee where she obtained her bachelor’s degree in business administration. She began working part-time in an ice cream shop while in university and began managing a large nationally-owned ice cream shop upon graduation. She has been a manager for over ten years.

Donna LaCree is a graduate of Pine Community College, where she earned her Associate of Arts degree in business administration. She has worked with Janice Maynor as an assistant in the ice cream shop for over six years and will take on the role of operations manager in the startup company.

Financial Plan

Key revenue & costs.

The revenue drivers for Frostee Delights Shop are the fees they will charge to XXX for their services.

The cost drivers will be the overhead costs required in order to staff Frostee Delights Shop. The expenses will be the payroll cost, rent, utilities, office supplies, and marketing materials.

Funding Requirements and Use of Funds

Frostee Delights Shop is seeking $200,000 in debt financing to launch its XX. The funding will be dedicated toward securing the office space and purchasing office equipment and supplies. Funding will also be dedicated toward three months of overhead costs to include payroll of the staff, rent, and marketing costs for the print ads and association memberships. The breakout of the funding is below:

Key Assumptions

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and in order to pay off the startup business loan.

• Number of Customers Per Month: 575
• Average Revenue per Month: $29,250
• Office Lease per Year: $100,000

Financial Projections

Income statement, balance sheet, cash flow statement, ice cream shop business plan faqs, what is an ice cream shop business plan.

An ice cream shop business plan is a plan to start and/or grow your ice cream shop business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections. You can easily complete your Ice Cream Shop business plan using our Ice Cream Shop Business Plan Template here .

What are the Main Types of Ice Cream Shop Businesses?

There are a number of different kinds of ice cream shop businesses, some examples include: Self serve ice cream shop, ice cream truck, and gourmet ice cream shop.

How Do You Get Funding for Your Ice Cream Shop Business Plan?

Ice Cream Shop businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start an Ice Cream Shop Business?

Starting an ice cream shop business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster. 1. Develop An Ice Cream Shop Business Plan - The first step in starting a business is to create a detailed ice cream shop business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast. 2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your ice cream shop business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your ice cream shop business is in compliance with local laws. 3. Register Your Ice Cream Shop Business - Once you have chosen a legal structure, the next step is to register your ice cream shop business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 4. Identify Financing Options - It’s likely that you’ll need some capital to start your ice cream shop business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 7. Acquire Necessary Ice Cream Shop Equipment & Supplies - In order to start your ice cream shop business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your ice cream shop business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising.

Learn more about how to start a successful ice cream shop business:

• How to Start an Ice Cream Shop

Ice cream shop business plan template + PDF

This article offers a detailed Ice Cream Shop Business Plan template, ideal for those looking to start or grow their ice cream shop. Please note, the names and financial details provided within this sample are entirely fictional and are used solely for demonstration purposes. These examples aim to show how you can structure your own Ice Cream Shop Business Plan , ensuring it's tailored to the unique aspects of your ice cream shop endeavor.

To facilitate easy customization, we provide a downloadable "Ice Cream Shop Business Plan PDF" . This document is a crucial asset for entrepreneurs focused on developing a solid and effective strategy for either launching or expanding their ice cream shop. The 'Ice Cream Shop Business Plan' serves as a detailed guide, offering comprehensive insights into the ice cream industry, and equips you with the necessary tools to effectively manage and grow your ice cream business.

How this ice cream shop business plan sample was created

Effortlessly design your ice cream shop's business plan with our user-friendly service. Click on "Generate your business plan" and answer a set of straightforward questions about your shop. Our advanced AI will analyze your responses to craft a customized business plan, tailored to your unique goals. The process is swift and streamlined, usually taking only 5-10 minutes, and produces an organized, comprehensive plan. The flexible nature of our system also allows for adjustments, ensuring the plan aligns perfectly with your vision. Once you're satisfied, you can easily download the plan to your computer, giving you a clear, detailed roadmap to successfully launch and grow your ice cream business.

Generate your custom ice cream shop business plan in minutes!

Ice cream shop business plan sample, executive summary, business description, market research and analysis.

• Organizational Structure and Management Team

Products or Services

Marketing and sales strategy, operations plan, financial projections, risk analysis.

Frozen Whispers is set to revolutionize the ice-cream industry with an appealing array of products that cater to children, teenagers, and adults alike. This ice-cream parlor, operating under a flat organizational structure headed by Sarah Johnson (Owner), Emily Turner (Manager), two Shift Supervisors, and ten Ice Cream Servers, aims to tantalize your taste buds with a myriad of ice cream flavors and desserts.

Our extensive product portfolio comprises sundae, milkshakes, and ice-cream cakes, among others. To accommodate customers' diverse lifestyle choices and dietary needs, we are committed to offering vegan and sugar-free options. We are determined to keep our offerings fresh and exciting by introducing unique and seasonal flavors regularly.

Frozen Whispers competes with formidable rivals in the market, such as Cold Rush Ice Cream, Chilled Chatters, Arctic Delights, Frozen Fables and Ice Dreams Parlor. Our strength, however, lies in our comprehensive range of products and commitment to inclusivity by offering vegan and sugar-free varieties. Nevertheless, we acknowledge the need to continuously innovate and strive for excellence, hence the regular introduction of new flavors and an unwavering commitment to high-quality, irresistible offerings.

Our skilled management team includes industry veterans such as Sarah Johnson, Alicia Clarkson, Emily Turner, Laura Sanders, and Robin Gordon, each bringing valuable professional expertise from notable companies like Baskin Robbins and Ben & Jerry’s. Their collective years of experience and proven track record in the food industry will drive Frozen Whispers’ success in the competitive ice-cream market.

Our marketing and sales strategy hinges on traditional advertising, digital marketing on popular social media platforms, in-store promotions, and strategic alliances with local events. We also plan to expand our reach by offering a delivery service through popular apps like UberEats and Grubhub.

Operationally, Frozen Whispers will source premium ingredients, attract skilled staff and maintain cutting-edge ice-cream-making facilities. With quality as our prime focus, we aim to sell 400 cones per day. Our operating hours will span from 10 AM to 10 PM, accommodating the varying schedules of our customers.

Financial projections indicate a favorable outlook over the next 3-5 years, with expected revenue reaching $500,000 in the second year and crossing the $1 million mark by the fifth year. However, we have identified potential business risks, including seasonal fluctuations, spoilage, health violations, fierce competition, and the adverse effect of COVID-19 on business operations. Each risk has an associated mitigation plan to counter potential devastation, and a contingency plan to ensure the business remains robust and profitable, even in the face of adversity. With thorough planning and a clear vision, Frozen Whispers is set to conquer the ice-cream industry, making every bite an unforgettable journey of flavor and delight.

Frozen Whispers is an ice cream parlor, located in the heart of New York City. The business was first conceived in 2018 by Sarah Johnson, a passionate ice cream enthusiast with a dream. Her vision was to create an oasis where everyone, regardless of age, could indulge in creative, mouth-watering ice cream varieties that far exceeded the traditional vanilla, chocolate, and strawberry offerings. The purpose of Frozen Whispers is not only to provide delicious ice cream but also to create a unique and memorable dessert experience.

We operate in the Food Services Industry, specifically in the Ice Cream Parlors segment. This industry is filled with intense competition but has remained resilient over the past decade due to its persistent popularity across all demographics.

Our mission is to provide a delicious escape from the everyday through our variety of gourmet ice creams. We intend to be the top management team of dessert lovers from every walk of life, promising an innovative variety of flavors, top-notch customer service, and a commitment to high-quality ingredients.

Frozen Whispers operates as a sole proprietorship, owned entirely by Sarah Johnson. We feel this structure benefits our business as it allows us maximum management flexibility, with the ability to adjust quickly and effectively to shifting market demands.

In terms of the projected long-term potential of the business, we see great promise. The appeal of ice cream is enduring and crosses all age demographics. With our focus on innovation and a commitment to quality, we envision Frozen Whispers evolving into a top destination for the dessert lovers, not only in NYC but across the state and, one day, the nation.

Looking towards the future, we plan for steady yet formidable growth. We aim to continuously expand our menu, whilst ensuring we consistently deliver the tastes and experiences our customers have come to expect. This growth will certainly introduce new challenges, but with Sarah Johnson and her committed team at the helm, we are confident in our ability to navigate these challenges and achieve our dream of making the world a sweeter place, one ice cream at a time.

Frozen Whispers aims to inspire a sense of anticipation and tantalize taste buds as customers look forward to savoring their picks. Ice cream for us is not just a business; it's a sweet journey that we love to share with everyone.

Frozen Whispers operates within the thriving ice-cream industry. The U.S. ice-cream market was valued at $57.7 billion in 2019 and is projected to grow at a compound annual growth rate of 5.3% from 2020 to 2027. This industry is driven by trends including the consumption of organic ingredients, demand for premium products, and continual flavor innovation.

Our target market comprises children, teenagers, and adults who revel in ice cream and desserts, specifically within the New York metropolitan area that has a population of approximately 19.3 million. With an intended focus on millennials who are leading drivers of the organic and sustainable food movements, we acknowledge the significant growth potential within this demographic.

The market's growing appetite for diversity and innovation fuels the demand for exotic and unexplored flavors alongside a strong preference for healthier options. Vegan, gluten-free, and low-sugar alternatives are sought after, along with artisanal hand-crafted ice creams that offer an upscale dessert experience.

Trends indicate consumer preference for personalized experiences, such as build-your-own-sundaes and mix-and-match flavor options. Subscription services and home deliveries are also gaining traction, mainly due to the recent pandemic's societal shifts.

A competitor analysis indicates several prominent competitors. Cold Rush Ice Cream, armed with its expansive flavor library and national brand recognition, holds a significant market share. Chilled Chatters is known for its unique flavor combinations and holds a loyal customer base. Arctic Delights, Frozen Fables, and Ice Dreams Parlor also offer stiff competition with their appealing marketing strategies and customer loyalty programs.

Potential barriers to entry include the established presence of competition and the substantial initial capital investment required for leasing premier locations, procuring machinery, and inventory build-up. Furthermore, ensuring compliance with food safety and health department standards requires continual investment and vigilance.

Frozen Whispers intends to navigate these barriers through strategic planning and execution. The investment in a highly experienced and committed management team will provide an advantage in business operations, strategizing, and problem-solving. Additionally, offering a variety of ice cream-based desserts that cater to vegan and sugar-free options can address market demands and set us apart from competitors.

Our unique and seasonal flavors, alongside superior customer service, should result in strong customer loyalty. By leveraging marketing platforms, both online and offline and engaging potential customers through local event partnerships, we intend to quickly establish ourselves as a premier destination for ice cream lovers. Offering delivery services through popular apps will also cater to consumer preferences and enhance our reach.

In conclusion, Frozen Whispers, equipped with a comprehensive understanding of the market, is well-positioned to step into the industry, develop a loyal customer base, and secure a good market share in the excitingly versatile world of ice cream.

Organizational Structure and Management

Frozen Whispers is set on a mission to provide a delightful, out-of-the-box ice cream experience. This ice cream shop, located in the heart of New York City, revolves around a flat organizational structure that promises efficient decision-making and improves communication.

The leadership team comprises Sarah Johnson (Owner), Emily Turner (Manager), two Shift Supervisors and ten Ice Cream Servers, each bringing their unique skills to the table. Sarah, a former regional manager of Baskin Robbins, brings valuable industry experience and an unyielding passion to the role. Emily, with over ten years of experience in food retail management, ensures seamless operations across the ice cream shop's facets.

Our staffing needs are met currently, but as we plan towards expanding our "Frozen Whispers" brand, we foresee increased manpower requirements for both back-end preparation and front-end customer servicing roles. Consistent recruitment and rigorous training of staff will be prioritized to maintain high service standards and food quality.

Human resources policies and practices at Frozen Whispers are designed to ensure an inclusive and engaging work environment. We believe in equal opportunities for all and adhere to strict anti-bias and anti-discrimination practices. Regular feedback sessions, performance evaluations, and emphasis on skill-enhancement underscore our commitment towards supporting our employees' well-being and professional growth.

External advisors and consultants play a crucial role in our company's progress, particularly in areas such as legal compliance, tax planning, and food safety standards. We count on the expertise of external HR consultants for the most updated and relevant HR practices.

On the finance front, robust financial planning steered by our Financial Controller, Robin Gordon, a seasoned CPA. Robin's extensive experience in retail finance provides us with solid footing in the sector while ensuring the effective and responsible management of resources.

Our primary competitors in the current market are "Cold Rush Ice Cream" , "Chilled Chatters" , "Arctic Delights" , "Frozen Fables" , and "Ice Dreams Parlor" . Our strengths lie in our unique flavor profiles, a firm commitment to quality, and unparalleled customer service. We aim to differentiate ourselves from our competitors by consistently introducing unique and seasonal flavors. However, we acknowledge challenges, such as maintaining consistency in flavor and quality, managing customer expectations, and the need for continuous innovation. We are confident that with strategic focus and implementation, we can turn these challenges into opportunities for growth and brand differentiation.

Frozen Whispers is centered around the creation and retail of quality ice-cream, including a variety of innovative flavors and novel dessert combinations. Consisting of our flagship range of classic flavors, we regularly innovate with unique seasonal and gourmet flavors derived from local and exotic sources. Our offerings also include custom-created sundaes, milkshakes, ice cream cakes, and other ice cream-based desserts. A blizzard of sweetness, if you will.

Our unique selling proposition is a fusion of quality, creativity, and customer responsiveness—reflecting a mix of classic and unusual flavors you won't find anywhere else. We cater to a broad range of tastes with vegan and sugar-free options. Under Sarah Johnson's creative stewardship, our shop offers an array of European and Asian inspired flavors that bring the global culinary scene home to New York.

Frozen Whispers is a startup currently in the beta phase. We are testing with a select group of local consumers while sourcing high-quality inputs from the creameries of Pennsylvania and organic fruit farms of Up-state New York. Although we are in the early stages, future plans involve expansion. In 3-5 years, we plan to establish a chain of stores in the Tri-state region and develop a national-brand presence.

We are currently awaiting the approval of patents for three of our unique flavors: Caramelized Fig & Cheese, Earl Grey Fudge, and Bourbon Pecan Pie. In addition, we have registered Frozen Whispers and our by-line "Whispering Sweetness" as trademarks, setting a strong foundation for future branding.

The production process at Frozen Whispers starts with quality ingredients sourced from reliable suppliers. The ice cream base is made fresh every day and pasteurized in-house. Flavors are then incorporated, followed by churning in high-end ice cream machines imported from Italy. This slow process allows the ice cream to have a denser, creamier texture.

Our major suppliers are local dairy farms affiliated with the Certified Organic Association of Northeastern New York, and the Pennsylvania Association for Sustainable Agriculture for fresh, organic fruits and cream. We have secured contracts with these suppliers for a continuous and stable supply of high-quality ingredients, ensuring minimal delays or disruptions.

Delivering a refreshing experience with every scoop, Frozen Whispers is here to make your ice-cream dreams come true with a truly unique, exquisite twist on beloved classics.

Frozen Whispers, born out of a love for ice cream and a passion for crafting unique flavors, has its headquarters nestled in New York City. What started as a playful exploration of dessert varieties by Sarah Johnson has grown into a business venture with a comprehensive range of products that cater to diverse tastes and age groups. The ice cream parlor offers a wide variety of flavors, sundaes, milkshakes, ice cream cakes, and numerous other desserts, with vegan and sugar-free options to cater to the health-conscious market.

Marketing Strategy:

Our marketing strategy revolves around online and offline channels. We intend to connect with our audience through social media platforms like Instagram, Facebook, and Twitter. These platforms allow us to showcase our products effectively, share behind-the-scenes content, announce new flavors, create brand stories and engage directly with our customers. We also recognize the critical role of search engine optimization (SEO) and plan to create a user-friendly website with regularly updated blogs about ice-cream trends and in-house developments. For offline promotions, we aim to collaborate with local events like food festivals, sports events, and community gatherings to create a presence within our target market.

Sales Strategy:

A robust sales strategy is crucial to our business objective. For sales activities, our prime channel would be our store; however, we will also adopt a delivery model operating via food apps like UberEats and GrubHub to increase our service reach. Our sales team, led by an experienced supervisor, will provide warm, friendly, and efficient service to our customers.

Pricing Strategy:

Our pricing strategy is based on a cost-plus pricing model. We have priced our products reasonably while ensuring excellent quality, which we believe differentiates us in the competitive market.

Distribution Channel:

Apart from our flagship store in New York City, our ice cream delivery model through UberEats and GrubHub aims to cater to customers who prefer enjoying our products within the comfort of their homes.

Promotion and Advertising Plans:

Our promotional plans include frequency-based customer reward programs to increase customer retention. We would also run regular discount offers during off-peak seasons. Advertising would primarily be digital, through social media and Search Engine Marketing.

Customer Service Policies:

Customer satisfaction is our top priority. We believe in a proactive approach to customer service - addressing concerns promptly and ensuring that all our customers leave with a smile.

Our business plan leverages strategic marketing and sales efforts, well-calculated pricing, efficient distribution channels, impactful promotion, and advertising efforts, and focused customer service policies. By doing so, we plan to establish Frozen Whispers as the go-to spot for all ice cream lovers, delivering not just a product, but a delightful experience.

Our operations workflow at Frozen Whispers involves opening the store each day at 10 a.m. We start by preparing the ice cream, which can take a few hours depending on the number of flavors being made that day. Once the ice cream is prepared, it's time to open the store. The servers are tasked with operating the cash register, taking orders, serving ice cream, and ensuring the shop remains clean and inviting. Manager Emily Turner and the shift supervisors divide responsibilities, manage staffing, and ensure the store runs smoothly.

The production process begins by choosing top-quality ingredients for our ice creams. Afterward, the ingredients are carefully mixed and frozen using our state-of-the-art ice cream making machines to ensure a perfect consistency and texture. Depending on the flavor, the ice cream might then be enhanced with mix-ins like nuts, fruit, or candy pieces.

Quality control is crucial in our operations. We regularly inspect our ingredients to ensure their freshness and taste. Our machines are also subjected to regular maintenance and sanitation procedures to ascertain their optimal functionality. Additionally, we pride ourselves on maintaining a clean and safe environment for our customers and employees.

Inventory management is another essential part of the operations. Inventory levels are reviewed daily, and the necessary orders are placed with suppliers to ensure we never run out of essential items. All inventory is stored in the appropriate cool storage facilities to prolong freshness and prevent waste.

We also pay attention to our supply chain management. We've partnered with reliable suppliers who provide us with high-quality dairy products, fruits, and nuts. Our partnership with these suppliers ensures we can provide our customers with consistent and excellent quality products.

Facilities and equipment needs are crucial to our operations. We operate from a well-situated store with excellent visibility and footfall. Our store was designed to show off the breadth of our offerings, with bright displays and comfortable seating. We have invested considerably in powerful freezers, high-quality ice cream making machines, and other small wares such as serving utensils and storage containers, necessary for day to day operations.

Overall, our operational plan integrates all aspects of our business, ensuring that customers are served exceptional ice cream in a pleasant environment by friendly staff.

Frozen Whispers projects substantial growth, positioning itself to capitalize on the increasing consumption of ice cream by children, teenagers, and adults. We have prepared a financial forecast, projecting substantial growth for the next three to five years.

Sales Forecast:

Within our first year, we project a conservative revenue target of $250,000. As the brand name becomes more familiar, we anticipate an increase in sales, reaching $500,000 in revenue by the second year, and crossing the $1 million threshold by the end of the fifth year.

Profit and Loss Projection:

In the initial stages of the business, startup costs and operational expenses may lead to limited profits or even minor losses. However, we expect to see positive growth from the second year onward with a net profit of $75,000.

Cash Flow Projection:

Due to the cyclical nature of the business, we project stable cash flow during the warmer months and predict a decrease during the colder months. However, our marketing initiatives and the introduction of winter-specific flavors will serve to bolster winter sales and maintain a favorable cash flow throughout the year.

Balance Sheet Projection:

We project an increase in assets over the next five years as the business grows and expects to see accumulated profits invested back into the business. Our short-term and long-term debts are projected to decrease as the profits roll in, leading to a strengthening of our equity position.

Break-Even Analysis:

Our break-even analysis shows that with an average sales price of $5 per ice cream serving and an estimated cost of goods sold at $2 per serving, we will need to sell an estimated 125,000 servings annually, or around 342 servings per day, to cover our fixed costs completely.

Financial Assumptions and Considerations:

These projections and analyses are based on several assumptions, including market stability and consistent consumer demand for ice cream. Changes in the economy, shifts in consumer taste, or the entrance of a new competitor could alter these projections. Considering this, we plan to review and adjust our financial forecasts as necessary every quarter to reflect the most up-to-date business and market situations.

Even with these considerations, we are confident that our offerings' uniqueness, sustainable business model, and the team's experience will make Frozen Whispers a success. The business aims not only for fiscal growth but also to be an integral part of our customers' delightful memories.

Frozen Whispers, like any businesses, faces potential risks that could disrupt operations. These risks include market risks, operational risks, and financial risks.

Market Risks:

• Demand Fluctuations: Since the business is in the ice cream industry, seasonal variations might affect consumers' interest. Mitigation Strategies: Develop diversified menu options like hot beverages and desserts for the cold season. Contingency Plans: Enhance advertising during low seasons. Creation and promotion of unique winter flavors.
• Market Saturation: Many competitors already exist in the market, and new ones might emerge. Mitigation strategies: Offer unique and innovative flavors and provide unparalleled customer service. Contingency plans: Launch marketing campaigns to increase visibility.

Operational Risks:

• Equipment Failure: Our business relies heavily on ice-cream making machines and cold storage units; these equipment's failure can disrupt operations. Mitigation strategies: Implement a regular maintenance schedule for all equipment. Contingency plans: Maintain relationships with equipment vendors for quick repairs or replacements.
• Staff Turnover: Being in the food industry, frequent staff turnover can affect our business operations. Mitigation Strategies: Offer competitive salaries, create a positive working atmosphere, and provide job training. Contingency Plans: Maintain a pool of trained part-time staff who can step in when necessary.

Financial Risks:

• Increased Costs: A rise in the cost of ingredients or equipment could affect our profitability. Mitigation strategies: Develop relationships with multiple suppliers to prevent dependency on one source. Maintain an efficient inventory system to manage stock and reduce waste. Contingency Plans: Review and adjust menu prices as necessary.
• Sales Volume Fluctuation: Sales might not meet projections, impacting our financial health. Mitigation strategies: Develop aggressive marketing strategies to attract customers and increase sales. Contingency Plans: Assess and adjust operational and marketing strategies.

Insurance and Legal Considerations:

To protect our business from potential legal issues, Frozen Whispers will comply with all necessary permits, licenses, and health regulations. We will secure liability insurance to protect the business against potential lawsuits. Additionally, we will insure our property and equipment against damage, theft, or loss.

In conclusion, a broad understanding of potential risks and strategic planning will help Frozen Whispers navigate difficulties and maintain resilience in the dynamic and competitive ice-cream industry.

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Ice Cream Shop Business Plan PDF Example

• February 28, 2024
• Business Plan

Creating a comprehensive business plan is crucial for launching and running a successful ice cream shop. This plan serves as your roadmap, detailing your vision, operational strategies, and financial plan. It helps establish your ice cream shop’s identity, navigate the competitive market, and secure funding for growth.

This article not only breaks down the critical components of an ice cream shop business plan, but also provides an example of a business plan to help you craft your own.

Whether you’re an experienced entrepreneur or new to the food&beverage industry, this guide, complete with a business plan example, lays the groundwork for turning your ice cream shop concept into reality. Let’s dive in!

Our ice cream shop business plan is tailored to cover all essential aspects for a well-rounded strategy. It details the shop’s operations, marketing initiatives, market environment, competitors, leadership structure, and financial projections.

• Executive Summary : A quick overview of your Ice Cream Shop’s idea, market potential, the team behind it, and financial strategy.
• Ice Cream Shop & Location: Describes the shop’s design and prime location for attracting ice cream lovers.
• Supply & Operations: Explains the supply chain, ice cream-making process, and day-to-day operations.
• Key Stats: Presents the size and growth of the ice cream market.
• Key Trends: Points out trends like artisanal flavors and health-conscious options.
• Key Competitors : Identifies competitors and what makes your shop unique.
• SWOT: Brief strengths, weaknesses, opportunities, and threats analysis.
• Marketing Plan : Short strategies for getting and keeping customers.
• Timeline : Major milestones from start-up to the first year’s end.
• Management: Gives info on the team running the shop and their responsibilities.
• Financial Plan: Forecasts finances over 5 years, covering income, expenses, and profits.

Ice Cream Shop Business Plan

Fully editable 30+ slides Powerpoint presentation business plan template.

Download an expert-built 30+ slides Powerpoint business plan template

Executive Summary

The Executive Summary introduces your ice cream shop’s business plan, providing a succinct overview of your shop and its offerings. It should describe your market positioning, the variety of ice cream flavors and related products you offer, its location, size, and a summary of daily operations. 

This section should also discuss how your ice cream shop will fit into the local community, including the number of direct competitors in the vicinity, identifying who they are, along with your shop’s unique selling points that set it apart from these competitors. 

Additionally, it should include information about the management and co-founding team, outlining their roles and contributions to the shop’s success. Furthermore, a summary of your financial projections, including revenue and profits over the next five years, should be included here to offer a comprehensive view of your ice cream shop’s financial strategy.

Make sure to cover here _ Business Overview _ Market Overview _ Management Team _ Financial Plan

Dive deeper into Executive Summary

Business Overview

For an Ice Cream Shop, the Business Overview section can be succinctly divided into 2 main parts:

Ice Cream Shop & Location

Briefly describe the ice cream shop’s physical setting, emphasizing its design, ambiance, and the welcoming atmosphere it creates for customers. Mention the shop’s location, highlighting its accessibility and convenience for customers, such as its proximity to popular community spots or ease of parking. Explain why this location is beneficial for attracting your target clientele.

Supply & Operations

Detail the variety of ice cream flavors and related products offered, from classic favorites to unique, artisanal creations. Outline your sourcing strategy, ensuring it reflects a commitment to quality and, where possible, local sourcing.

Explain your operations, including how ice cream is stored, served, and the measures in place to maintain the highest standards of hygiene and customer satisfaction. Highlight any special offerings, seasonal flavors, or loyalty programs that provide added value to your customers, encouraging repeat visits and customer loyalty.

Make sure to cover here _ Ice Cream Shop & Location _ Supply & Operations

Market Overview

Industry size & growth.

In the Market Overview of your ice cream shop business plan, start by examining the size of the ice cream industry and its growth potential. This analysis is crucial for understanding the market’s breadth and identifying opportunities for expansion.

Key market trends

Proceed to discuss recent market trends , such as the increasing consumer interest in artisanal and gourmet ice cream, the demand for a wide range of flavors including exotic and locally inspired ones, and the growing popularity of health-conscious options like dairy-free and low-sugar ice creams.

For example, highlight the trend towards customization and personalization in ice cream servings, as well as the incorporation of organic and sustainable ingredients.

Key competitors

Then, evaluate the competitive landscape, which includes a variety of ice cream shops from high-end artisanal boutiques to budget-friendly chains, as well as the presence of supermarket ice cream brands and mobile ice cream vendors.

For example, emphasize what makes your ice cream shop stand out, whether it’s through exceptional customer experiences, a unique and diverse flavor selection, or a commitment to sustainability and community involvement.

Make sure to cover here _ Industry size & growth _ Key market trends _ Key competitors

Dive deeper into Key competitors

First, conduct a SWOT analysis for the ice cream shop , highlighting Strengths (such as unique flavor offerings and a prime location), Weaknesses (including seasonal fluctuations in demand or limited indoor seating), Opportunities (for example, a growing interest in artisanal and gourmet ice cream), and Threats (such as new competitors entering the market or changes in health trends that may impact ice cream consumption).

Marketing Plan

Next, develop a marketing strategy that outlines how to attract and retain customers through innovative flavor launches, special promotions, an engaging online presence, and participation in local events and festivals.

Finally, create a detailed timeline that outlines key milestones for the ice cream shop’s opening, marketing initiatives, customer base development, and potential expansion plans, ensuring the business progresses with clear goals and strategic direction.

Make sure to cover here _ SWOT _ Marketing Plan _ Timeline

Dive deeper into SWOT

Dive deeper into Marketing Plan

The Management section focuses on the ice cream shop’s management and their direct roles in daily operations and strategic direction. This part is crucial for understanding who is responsible for making key decisions and driving the ice cream shop towards its financial and operational goals.

For your ice cream shop business plan, list the core team members, their specific responsibilities, and how their expertise supports the business.

Financial Plan

The Financial Plan section is a comprehensive analysis of your financial projections for revenue, expenses, and profitability. It lays out your ice cream shop’s approach to securing funding, managing cash flow, and achieving breakeven.

This section typically includes detailed forecasts for the first 5 years of operation, highlighting expected revenue, operating costs and capital expenditures.

For your ice cream shop business plan, provide a snapshot of your financial statement (profit and loss, balance sheet, cash flow statement), as well as your key assumptions (e.g. number of customers and prices, expenses, etc.).

Make sure to cover here _ Profit and Loss _ Cash Flow Statement _ Balance Sheet _ Use of Funds

Privacy Overview

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Here is a free business plan sample for an ice cream shop.

Have you been fantasizing about opening your own ice cream shop but feel overwhelmed about where to start?

In the content that follows, we will present to you a comprehensive sample business plan tailored for an ice cream shop.

As you might be aware, a meticulously formulated business plan is crucial for any aspiring entrepreneur. It serves as a roadmap, outlining your vision, objectives, and strategies for your sweet venture.

To craft a winning plan with ease and precision, feel free to utilize our ice cream shop business plan template. Additionally, our specialists are on standby to review and refine it at no extra cost to you.

How to draft a great business plan for your ice cream shop?

A good business plan for an ice cream shop must cater to the unique aspects of this delightful and often seasonal business.

To start, it's important to provide a comprehensive overview of the ice cream market. This should include current statistics and an exploration of emerging trends, similar to what we've incorporated in our ice cream shop business plan template .

Your business plan should articulate your vision clearly. Define your target market (such as families, young adults, tourists), and establish the distinctive positioning of your ice cream shop (gourmet flavors, locally sourced ingredients, dietary options like vegan or sugar-free, etc.).

Market analysis is the next critical component. This requires a thorough examination of local competitors, market tendencies, and consumer preferences specific to ice cream consumption.

Product offerings are central to an ice cream shop. Detail the variety of flavors, cone options, and any additional treats or beverages you plan to sell. Explain how these choices align with the desires and expectations of your target customers.

The operational plan is vital. It should outline the location of your shop, the layout of the serving and seating areas if applicable, supplier relationships for ingredients, and the process of making and serving ice cream.

For an ice cream shop, it's crucial to highlight the quality and source of ingredients, the creativity of flavor combinations, and adherence to health and safety standards.

Then, delve into your marketing and sales strategies. How do you intend to draw in customers and keep them coming back? Discuss promotional tactics, customer loyalty programs, and potential for additional revenue streams (like catering events or offering specialty desserts).

Incorporating digital strategies, such as a website or social media engagement, is also critical in the modern marketplace.

The financial plan is another cornerstone. It should cover the initial investment, projected sales, ongoing expenses, and the point at which the business will become profitable.

Given that ice cream shops can be highly seasonal, it's imperative to plan carefully and understand your financial projections. For assistance, consider using our financial forecast for an ice cream shop .

Compared to other business plans, an ice cream shop's plan must pay particular attention to seasonality, inventory management for perishable items, and the potential for fluctuating demand based on weather and tourism.

A well-crafted business plan will not only help you clarify your vision and strategy but also attract investors or secure loans.

Lenders and investors are looking for a solid market analysis, realistic financial projections, and a clear operational strategy for managing an ice cream shop.

By presenting a detailed and substantiated plan, you showcase your dedication and preparedness for the successful operation of your ice cream shop.

To achieve these goals while saving time, you can start with our ice cream shop business plan template .

A free example of business plan for an ice cream shop

Here, we will provide a concise and illustrative example of a business plan for a specific project.

This example aims to provide an overview of the essential components of a business plan. It is important to note that this version is only a summary. As it stands, this business plan is not sufficiently developed to support a profitability strategy or convince a bank to provide financing.

To be effective, the business plan should be significantly more detailed, including up-to-date market data, more persuasive arguments, a thorough market study, a three-year action plan, as well as detailed financial tables such as a projected income statement, projected balance sheet, cash flow budget, and break-even analysis.

All these elements have been thoroughly included by our experts in the business plan template they have designed for an ice cream shop .

Here, we will follow the same structure as in our business plan template.

Market Opportunity

Market data and figures.

The ice cream market is a dynamic and evolving industry with significant growth potential.

Recent estimates value the global ice cream market at over 60 billion dollars, with projections indicating a continued increase due to the rising demand for innovative and premium frozen desserts.

In the United States alone, there are over 20,000 ice cream shops, contributing to an annual revenue of approximately 5 billion dollars for the ice cream industry.

These statistics underscore the popularity of ice cream as a staple treat in American culture and its substantial economic impact.

The ice cream industry is witnessing a surge in trends that cater to health-conscious and adventurous consumers.

There is a growing interest in low-calorie and sugar-free ice cream options, as well as an expansion in dairy-free and plant-based alternatives, catering to lactose-intolerant and vegan customers.

Eco-conscious consumers are driving demand for sustainably sourced ingredients and eco-friendly packaging, pushing ice cream shops to adopt greener practices.

Artisanal and craft ice cream varieties are becoming increasingly popular, with a focus on unique flavors, local ingredients, and handcrafted production methods.

Technology is also playing a role, with some shops offering customized ice cream experiences through the use of liquid nitrogen freezing or personalized mix-ins.

Online ordering and delivery services for ice cream are expanding, making it easier for customers to enjoy their favorite flavors from the comfort of their homes.

Transparency in ingredient sourcing and a focus on natural, high-quality components are important to consumers, who are more discerning about the products they consume.

These trends highlight the industry's adaptability and responsiveness to the evolving preferences and values of modern consumers.

Success Factors

Several factors contribute to the success of an ice cream shop.

Foremost, the quality of the ice cream is paramount. Shops that offer rich, flavorful, and high-quality products are more likely to build a dedicated following.

Innovation in flavor creation and presentation can set an ice cream shop apart in a crowded market.

The shop's location is critical, with high foot traffic areas often leading to increased sales and visibility.

Exceptional customer service is essential for fostering a welcoming atmosphere and encouraging repeat business.

Efficient cost management, environmental sustainability, and the ability to keep pace with dietary trends, such as offering keto or paleo-friendly options, are vital for the longevity and prosperity of an ice cream shop.

The Project

Project presentation.

Our artisanal ice cream shop project is designed to cater to the discerning palates of ice cream aficionados, with a special focus on those seeking lactose-free, vegan, and health-conscious options. Situated in a vibrant neighborhood or near popular tourist attractions, our shop will feature an array of unique and traditional flavors, all crafted with premium ingredients and offering dairy-free alternatives.

We will emphasize the quality, creaminess, and innovative flavor combinations of our ice cream to deliver an indulgent experience that doesn't compromise on dietary preferences or health.

Our ice cream shop aims to be the go-to destination for exceptional frozen desserts, contributing to the joy and satisfaction of our community and visitors alike.

Value Proposition

The value proposition of our artisanal ice cream shop is centered around providing a delightful and diverse selection of ice cream that caters to various dietary needs without sacrificing flavor or texture.

Our dedication to using high-quality, natural ingredients ensures a rich and satisfying taste experience, while our commitment to inclusivity means offering options that everyone can enjoy, regardless of dietary restrictions.

We strive to create a welcoming atmosphere where customers can explore a world of flavors, learn about the benefits of our carefully sourced ingredients, and indulge in a treat that's both delicious and responsible.

As a pillar of the community, our ice cream shop will not only serve up scoops of joy but also aim to educate and inspire healthier dessert choices.

Project Owner

The project owner is an ice cream enthusiast with a passion for creating delectable and innovative frozen treats that cater to a wide range of dietary needs.

With a background in culinary arts and a special interest in nutrition and sustainable practices, they are dedicated to establishing an ice cream shop that stands out for its commitment to quality, creativity, and customer health.

Driven by a mission to offer a delightful escape through every scoop, the owner is determined to provide a memorable experience that celebrates the joy of ice cream while promoting a lifestyle that values well-being and inclusivity.

Their dedication to excellence and love for the craft of ice cream making are the cornerstones of this project, aiming to enrich the lives of those who seek indulgence in its purest and most thoughtful form.

The Market Study

Market segments.

The market segments for this artisanal ice cream shop are diverse and cater to a wide range of customers.

Firstly, there are dessert lovers who seek out gourmet, high-quality ice cream with unique flavors and natural ingredients.

Secondly, health-conscious individuals who prefer ice cream made with organic, low-fat, or alternative milk options form another significant segment.

Additionally, the market includes families looking for a fun and delicious treat for all ages, as well as tourists seeking to indulge in local specialties.

Lastly, local businesses and event planners represent a segment interested in catering services for parties, corporate events, and special occasions.

SWOT Analysis

A SWOT analysis of this artisanal ice cream shop project highlights several key points.

Strengths include a passion for creating handcrafted ice cream, the use of high-quality and locally sourced ingredients, and a strong brand identity centered around a unique customer experience.

Weaknesses might encompass the seasonal nature of ice cream sales and the potential for higher production costs associated with premium ingredients.

Opportunities can be found in the growing trend towards artisanal and craft foods, the ability to create a strong online presence, and the potential to expand the product line to include vegan and allergy-friendly options.

Threats could involve the competitive landscape of the ice cream market, fluctuating prices of dairy and other key ingredients, and the need to maintain consistent quality and innovation to retain customer interest.

Competitor Analysis

Competitor analysis in the ice cream industry shows a mix of traditional ice cream parlors and modern, innovative shops.

Direct competitors include other artisanal ice cream shops, large ice cream chains, and supermarkets with a variety of frozen dessert offerings.

These competitors vie for the attention of consumers who value taste, quality, and a memorable buying experience.

Potential competitive advantages include the uniqueness of flavor combinations, the shop's ambiance and location, customer loyalty programs, and the ability to cater to dietary restrictions and preferences.

Understanding the competitive landscape is crucial for carving out a niche and ensuring customer satisfaction and repeat business.

Competitive Advantages

Our dedication to crafting exceptional ice cream from scratch is the cornerstone of our competitive edge.

We offer an ever-changing menu of inventive flavors, all made with care from the finest ingredients, to deliver unparalleled taste and quality.

Our commitment to sustainability, through eco-friendly practices and packaging, resonates with environmentally conscious consumers.

We also engage with our community by hosting events and collaborating with local businesses, which helps to strengthen our brand's presence and loyalty among our customers.

Transparency in our ingredient sourcing and production processes further solidifies trust in our brand, ensuring that our customers feel good about every scoop.

You can also read our articles about: - how to open an ice cream shop: a complete guide - the customer segments of an ice cream shop - the competition study for an ice cream shop

The Strategy

Development plan.

Our three-year development plan for the artisanal ice cream shop is designed to be both progressive and responsive to market trends.

In the first year, our goal is to establish a strong local presence and build a loyal customer base by offering unique, high-quality ice cream flavors and exceptional service.

The second year will focus on expanding our reach by setting up additional outlets in high-traffic areas and possibly exploring franchising opportunities.

In the third year, we plan to diversify our product line to include vegan and dairy-free options, catering to a wider range of dietary preferences, and to initiate collaborations with local food artisans to create exclusive flavors.

Throughout this period, we will prioritize customer satisfaction, innovation in flavor creation, and sustainability in our operations to solidify our reputation in the ice cream market.

Business Model Canvas

The Business Model Canvas for our ice cream shop targets not only ice cream lovers but also those with dietary restrictions and health-conscious individuals seeking indulgent yet mindful treats.

Our value proposition revolves around offering a memorable experience through a variety of premium, handcrafted ice cream flavors made from locally sourced ingredients.

We plan to sell our products through our physical shops and online platforms, utilizing key resources such as our state-of-the-art ice cream making equipment and our team's culinary expertise.

Key activities include crafting unique ice cream flavors, engaging with the community, and maintaining a strong online presence.

Our revenue streams will be generated from the sale of ice cream products, while our costs will be associated with ingredients, production, and marketing efforts.

Access a detailed and customizable Business Model Canvas in our business plan template .

Marketing Strategy

Our marketing strategy is centered on creating an immersive brand experience.

We aim to captivate our target market by showcasing the artistry behind our ice cream creations and emphasizing the use of natural, high-quality ingredients. Our promotional tactics include interactive social media campaigns, local event sponsorships, and in-shop flavor sampling events.

We will also seek partnerships with local businesses and food influencers to increase brand visibility and credibility.

By leveraging digital marketing and community engagement, we will build a strong brand that resonates with customers seeking a delightful and authentic ice cream experience.

Risk Policy

Our risk policy for the ice cream shop is focused on mitigating risks associated with perishable goods, customer health, and market fluctuations.

We will implement rigorous quality control measures to ensure the freshness and safety of our ingredients, and we will adhere to strict sanitation protocols to prevent contamination.

Cost management strategies will be in place to navigate the volatile prices of premium ingredients. Additionally, we will maintain comprehensive insurance coverage to protect against unforeseen liabilities.

Our commitment is to deliver safe, high-quality ice cream while ensuring the financial stability and longevity of our business.

Why Our Project is Viable

We are passionate about creating an ice cream shop that stands out for its innovative flavors and quality craftsmanship.

With a focus on customer experience, community involvement, and a responsive approach to dietary trends, we believe our business is well-positioned to thrive in the competitive ice cream market.

We are dedicated to adapting our strategies to meet customer demands and are excited about the potential to grow a sustainable and beloved ice cream brand.

We welcome the opportunity to make a positive impact on the community and look forward to the sweet success of our ice cream shop.

You can also read our articles about: - the Business Model Canvas of an ice cream shop - the marketing strategy for an ice cream shop

The Financial Plan

Of course, the text presented below is far from sufficient to serve as a solid and credible financial analysis for a bank or potential investor. They expect specific numbers, financial statements, and charts demonstrating the profitability of your project.

All these elements are available in our business plan template for an ice cream shop and our financial plan for an ice cream shop .

Initial expenses for our artisanal ice cream shop include the purchase of commercial ice cream making equipment, freezers for storage and display, renovation of the retail space to create an inviting atmosphere, procurement of high-quality, natural ingredients, and staff training to ensure the production of premium ice cream. Additionally, costs will be allocated for brand development and targeted marketing campaigns to attract ice cream enthusiasts.

Our revenue assumptions are based on a thorough analysis of the local market's demand for artisanal and specialty ice cream, taking into account the increasing trend towards gourmet frozen desserts and unique flavor experiences.

We expect sales to grow steadily as we establish our brand and reputation for offering a diverse range of unique and traditional ice cream flavors made with high-quality ingredients.

The projected income statement outlines expected revenues from ice cream sales, production costs (ingredients, labor, utilities), and operating expenses (rent, marketing, salaries, etc.).

This leads to a forecasted net profit that is essential for assessing the long-term profitability of our ice cream shop.

The projected balance sheet will reflect assets such as ice cream making equipment, ingredient inventories, and liabilities including any loans and foreseeable expenses.

It will provide a snapshot of the financial health of our ice cream shop at the end of each fiscal period.

Our projected cash flow statement will detail the inflows and outflows of cash, enabling us to predict our financial needs. This is crucial for maintaining a healthy cash balance to support operations and growth.

The projected financing plan will outline the sources of funding we intend to tap into to cover our initial costs, such as savings, loans, or investor capital.

We will keep a close eye on the working capital requirement for our ice cream shop to ensure we have sufficient funds to support day-to-day activities, including ingredient purchases, inventory management, and payroll.

The break-even analysis will determine the volume of sales we need to achieve to cover all our costs, including the initial investment, and to begin generating profits.

It will signal the point at which our business becomes financially sustainable.

Key performance indicators we will monitor include the profit margin on our ice cream sales, the current ratio to evaluate our ability to meet short-term liabilities, and the return on investment to gauge the efficiency of the capital we have invested in our ice cream shop.

These metrics will assist us in assessing the financial performance and overall success of our venture.

If you want to know more about the financial analysis of this type of activity, please read our article about the financial plan for an ice cream shop .

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Ice Cream Shop Business Plan [Sample Template]

By: Author Joy Nwokoro

Home » Business ideas » Food Industry » Ice Cream Shop

An ice cream shop is a retail establishment that specializes in selling ice cream and other frozen desserts. These shops offer a wide variety of ice cream flavors, toppings, and combinations to cater to different tastes and preferences. Ice cream shops are popular places for people of all ages to indulge in sweet treats and cool off on hot days.

In addition to ice cream, some shops may also offer other frozen desserts like gelato, sorbet, frozen yogurt, and various toppings such as sprinkles, nuts, whipped cream, chocolate sauce, and fresh fruits. Some ice cream shops may even sell ice cream cakes and sandwiches.

Ice cream shops are often designed to create a pleasant and inviting atmosphere for customers. They may have colorful decor, seating areas for customers to enjoy their treats, and friendly staff to help with orders . Some ice cream shops may even have outdoor seating for customers to enjoy their ice cream outside.

Steps on How to Write an Ice Cream Shop Business Plan

Executive summary.

Pure Bliss™ Ice Cream Shop, Inc. is a premium ice cream retail establishment located in Dallas, Texas. Dallas, Texas, is a vibrant and diverse city with a strong appreciation for culinary delights.

The ice cream industry in the area has seen steady growth over the past few years, indicating a promising market for Pure Bliss™ Ice Cream Shop, Inc. Our focus on providing unique and high-quality flavors sets us apart from mainstream competitors.

Pure Bliss™ Ice Cream Shop, Inc. is a family-owned and operated business, founded with a passion for creating artisanal ice cream that brings pure joy to our customers’ lives. Our shop is strategically situated in a high-traffic area of Dallas, ensuring excellent visibility and accessibility to a diverse customer base.

Company Profile

A. our products and services.

At Pure Bliss™ Ice Cream Shop, Inc., we pride ourselves on serving only the finest and freshest ice cream. Our expert chefs craft each batch of ice cream with locally sourced, natural ingredients, avoiding artificial additives and preservatives.

We offer a wide range of classic, seasonal, and innovative flavors to cater to all taste preferences. In addition to our premium ice cream, we offer a selection of frozen desserts such as gelato, sorbet, and frozen yogurt, ensuring that every customer finds a delectable treat to savor.

Our primary target audience includes families, young professionals, students, and ice cream enthusiasts who seek premium, handcrafted ice cream with natural ingredients. We will also attract tourists and visitors to explore the local culinary scene.

b. Nature of the Business

Our ice cream shop will operate with a business-to-consumer business model.

c. The Industry

Pure Bliss™ Ice Cream Shop, Inc. will operate in the ice cream industry.

d. Mission Statement

At Pure Bliss™ Ice Cream Shop, Inc., our mission is to craft and serve the finest handcrafted ice cream and frozen desserts, creating moments of pure joy and happiness for our valued customers.

We are dedicated to using locally sourced, natural ingredients to create a diverse array of unique and flavorful treats that exceed expectations while providing an exceptional customer experience that fosters lasting connections with our community.

e. Vision Statement

Our vision at Pure Bliss™ Ice Cream Shop, Inc. is to be the preeminent ice cream destination in Dallas, Texas, renowned for our uncompromising commitment to quality, innovation, and customer delight. We aim to create an inviting and warm atmosphere that sparks joy and happiness in every customer who walks through our doors.

f. Our Tagline (Slogan)

Pure Bliss™ Ice Cream Shop, Inc. – the go-to destination for ice cream enthusiasts, offering unparalleled flavors, service, and ambiance!

g. Legal Structure of the Business (LLC, C Corp, S Corp, LLP)

Pure Bliss™ Ice Cream Shop, Inc. will be formed as a Limited Liability Company (LLC).

h. Our Organizational Structure

• Chief Executive Officer (Owner)
• Shop Manager
• Accountant (Cashier)
• Salesgirls and Salesboys

i. Ownership/Shareholder Structure and Board Members

• Susan White (Owner and Chairman/Chief Executive Officer) 52 Percent Shares
• David Greene (Board Member) 18 Percent Shares
• Dora Brown (Board Member) 10 Percent Shares
• Raph McMillian (Board Member) 10 Percent Shares
• Juliet George (Board Member and Secretary) 10 Percent Shares.

SWOT Analysis

A. strength.

• Pure Bliss™ Ice Cream Shop, Inc. offers high-quality, handcrafted ice cream made from locally sourced, natural ingredients. This commitment to quality sets us apart from mass-produced ice cream vendors.
• The shop provides a diverse and innovative range of ice cream flavors, including seasonal and specialty options. This variety appeals to a wide customer base and keeps them coming back for new experiences.
• Pure Bliss™ Ice Cream Shop, Inc. prides itself on delivering outstanding customer service. Our friendly and knowledgeable staff ensures that each visitor enjoys a personalized and delightful experience.
• Strategically located in a high-traffic area of Dallas, our shop enjoys excellent visibility and accessibility, attracting both local residents and tourists exploring the city.
• We actively engage with the local community through partnerships, events, and charitable initiatives, fostering a positive brand image and customer loyalty.

b. Weakness

• Demand for ice cream can be affected by seasonal changes, resulting in fluctuations in sales during colder months.
• As a physical brick-and-mortar store, our reach is confined to customers within the immediate vicinity, potentially limiting our market penetration.
• The ice cream market is competitive, with established brands and other ice cream shops vying for consumer attention.

c. Opportunities

• Expanding our online presence and offering delivery services can broaden our customer base and attract customers who prefer the convenience of ordering from home.
• Participating in local events and collaborating with other businesses can increase brand exposure and attract new customers.
• Implementing seasonal promotions and limited-time offers can drive sales during slower periods and create a sense of urgency among customers.
• Offering ice cream catering for parties, weddings, and corporate events can open up new revenue streams and attract larger group orders.

i. How Big is the Industry?

The ice cream shop industry is vast and has been growing steadily over the years. At that time, the global ice cream market was valued at over $70 billion, with projections of continued growth. Major regions such as North America, Europe, Asia-Pacific, and South America all contributed significantly to the industry’s overall size.

ii. Is the Industry Growing or Declining?

Yes, the ice cream shop business is a growing business because increasing urbanization and globalization have led to greater exposure to different cultures and cuisines, promoting the consumption of ice cream worldwide.

iii. What are the Future Trends in the Industry?

Several future trends are emerging in the ice cream shop industry. Here are some potential future trends to consider: Consumers’ growing emphasis on health and wellness may drive the demand for healthier and functional ice cream choices.

This trend could lead to an increase in plant-based, low-sugar, low-calorie, or dairy-free ice cream alternatives that cater to specific dietary preferences and requirements.

As environmental awareness grows, customers are placing greater importance on sustainability. Ice cream shops can embrace eco-friendly practices by using biodegradable or reusable straws, sourcing local and organic ingredients, implementing recycling and waste reduction measures, and promoting sustainable packaging options.

The digital landscape continues to shape consumer behavior. Ice cream shops can leverage technology by developing user-friendly websites, and mobile apps for ordering and engaging with customers through social media platforms. Online delivery services can also expand reach and convenience.

iv. Are There Existing Niches in the Industry?

Yes, there are existing niches when it comes to the ice cream shop business, and here are some of them:

• Vegan Ice Cream Parlor
• Gourmet Gelato Boutique
• Nitrogen Ice Cream Lab
• Ice Cream Sandwich Emporium
• Low-Calorie Ice Cream Shop
• Exotic Fruit Sorbet Haven
• Ice Cream Flight Lounge
• Retro Ice Cream Parlor
• Dessert Fusion Café.

v. Can You Sell a Franchise of Your Business in the Future?

Pure Bliss™ Ice Cream Shop, Inc. has plans to sell franchises in the near future and we will target major cities with thriving ice cream and frozen dessert markets.

• Economic downturns or fluctuations in consumer spending can impact discretionary spending on luxury items like premium ice cream.
• Growing health and dietary trends may lead some consumers to opt for healthier or non-dairy alternatives, impacting traditional ice cream sales.
• Shifts in consumer preferences towards other dessert options or frozen treats could affect the demand for traditional ice cream.
• The presence of new ice cream shops or the expansion of established competitors in the area could pose a challenge to market share.

i. Who are the Major Competitors?

• Toscanini’s
• Ample Hills Creamery
• Bi-Rite Creamery
• Salt & Straw
• Morgenstern’s Finest Ice Cream
• Azucar Ice Cream Company
• Penn State Berkey Creamery
• Original Rainbow Cone
• Mashti Malone’s
• Ice Cream Jubilee
• Creole Creamery
• Sweet Action
• Scooter’s Frozen Custard
• Sweet Republic
• Izzy’s Ice Cream
• Mount Desert Island Ice Cream
• The Pied Piper Creamery
• Amy’s Ice Creams
• Ivanhoe’s
• LICK Pure Cream.

ii. Is There a Franchise for Ice Cream Shop Business?

• Fat Tuesday
• Ice cream Shoppe
• Ice cream Express
• The Ice Cream Factory
• Ice cream Island
• The Ice cream Deck
• Ice cream Hut
• Big Easy Ice creams
• Frosty Factory
• Ice cream Time Out.

iii. Are There Policies, Regulations, or Zoning Laws Affecting Ice Cream Shop Business?

Yes, there are policies, regulations, and zoning laws that affect ice cream businesses in the United States of America. These laws vary depending on the state, county, and city in which the business is located.

Some zoning laws may prohibit the operation of ice cream shop businesses in certain areas, such as residential or industrial zones. Other zoning laws may require special permits or variances to operate an ice cream shop business in a particular location.

Ice cream shop businesses must comply with health and safety codes that regulate food preparation, storage, and service. These codes may also include regulations on outdoor dining areas, such as requirements for fencing, lighting, and seating capacity.

Many cities and counties have noise ordinances that limit the amount of noise that businesses can generate, particularly during late-night hours. Ice cream shop businesses may need to comply with these noise ordinances to avoid complaints from nearby residents.

Ice cream shop businesses must comply with fire codes that regulate the use of outdoor heating and cooking equipment. These codes may require the installation of fire extinguishers, smoke detectors, and other safety equipment.

Ice cream shop businesses must comply with the Americans with Disabilities Act (ADA), which requires that businesses provide accessible seating and facilities for individuals with disabilities.

Marketing Plan

A. who is your target audience, i. age range.

Our target market comprises people of all ages who have the finances to purchase ice creams and other frozen desserts from us.

ii. Level of Educational

We don’t have any restrictions on the level of education of those who will purchase ice cream and other beverage drinks from us.

iii. Income Level

There is no cap on the income level of those who will purchase ice cream and other beverage drinks from us.

iv. Ethnicity

There is no restriction when it comes to the ethnicity of the people who will purchase ice cream and other beverage drinks from us.

v. Language

There is no restriction when it comes to the language spoken by the people who will purchase ice cream and other drinks from us.

vi. Geographical Location

Anybody from any geographical location can buy ice cream and other beverage drinks from us.

vii. Lifestyle

Pure Bliss™ Ice Cream Shop, Inc. will not restrict any customer from purchasing ice cream and other beverage drinks from us based on their lifestyle, culture, or race.

b. Advertising and Promotion Strategies

• Deliberately Brand All Our Vans and Trucks.
• Tap Into Text Marketing.
• Make Use of Billboards.
• Share Your Events in Local Groups and Pages.
• Turn Your Social Media Channels into a Resource.
• Develop Your Business Directory Profiles.
• Build Relationships with players in the event planning and catering services industry.

i. Traditional Marketing Strategies

• Marketing through Direct Mail.
• Print Media Marketing – Newspapers & Magazines.
• Broadcast Marketing -Television & Radio Channels.
• OOH Marketing – Public Transit like Buses and Trains, Billboards, Street shows, and Cabs.
• Leverage direct sales, direct mail (postcards, brochures, letters, fliers), tradeshows, print advertising (magazines, newspapers, coupon books, billboards), referral (also known as word-of-mouth marketing), radio, and television.

ii. Digital Marketing Strategies

• Social Media Marketing Platforms.
• Influencer Marketing.
• Email Marketing.
• Content Marketing.
• Search Engine Optimization (SEO) Marketing.
• Affiliate Marketing
• Mobile Marketing.

iii. Social Media Marketing Plan

• Start using chatbots.
• Create a personalized experience for our customers.
• Create an efficient content marketing strategy.
• Create a community for our target market and potential target market.
• Gear up our profiles with a diverse content strategy.
• Use brand advocates.
• Create profiles on relevant social media channels.
• Run cross-channel campaigns.

c. Pricing Strategy

When working out our pricing strategy, Pure Bliss™ Ice Cream Shop, Inc. will make sure it covers profits, insurance, premium, license, and economy or value and full package. In all our pricing strategy will reflect;

• Penetration Pricing
• Cost-Based Pricing
• Value-Based Pricing
• Competition-Based Pricing.

Sales and Distribution Plan

A. sales channels.

Our channel sales strategy will involve using partners and third parties—such as referral partners, affiliate partners, strategic alliances in the event planning industry, and freelancers to help refer customers to us.

Pure Bliss™ Ice Cream Shop, Inc. will also leverage the 4 Ps of marketing which are place, price, product, and promotion. By carefully integrating all these marketing strategies into a marketing mix, we can have a visible, in-demand service that is competitively priced and promoted to our customers.

b. Inventory Strategy

The fact that we will need supplies for making ice creams (milk, cream, eggs, flavoring, stabilizers and emulsifiers, sugar or other sweetener, sprinkles, nuts, whipped cream, chocolate sauce, and fresh fruits), as well as a range of cups and packaging materials mean that Pure Bliss™ Ice Cream Shop, Inc. will operate an inventory strategy that is based on a day-to-day methodology for ordering, maintaining and processing items in our warehouse.

We will develop our strategy with the same thoroughness and attention to detail as we would if we were creating an overall strategy for the business.

c. Payment Options for Customers

Here are the payment options that Pure Bliss™ Ice Cream Shop, Inc. will make available to her clients:

• Bank Transfers
• Credit or Debit Card
• Electronic Payment Systems such as PayPal or Venmo.

d. Return Policy, Incentives, and Guarantees

At Pure Bliss™ Ice Cream Shop, Inc., will be offering a return policy, incentives, and guarantees to build trust and loyalty with our customers. We will make sure the policy is clearly communicated on our website and in-store signage, and provide instructions for customers to initiate a return.

Return Policy:

• If a customer is not satisfied with their order, we will offer a refund or replacement.
• We will also offer a store credit for future purchases.

Incentives:

• We will implement loyalty programs where customers earn points or rewards for repeat purchases.
• We will offer special discounts or promotions for customers who refer friends or family members to us.
• We will organize social media contests and giveaways to increase engagement and attract new customers.

Guarantees:

• We will guarantee the quality of our ice creams and other products, and if a customer is not satisfied, they could receive a refund or a replacement.
• We will offer delivery guarantees such as a guaranteed delivery time or a discount on the next order if the delivery is late.
• We will implement satisfaction guarantees where customers are guaranteed to be satisfied with their experience, or we will take steps to make it right.

e. Customer Support Strategy

To ensure customer satisfaction, we will encourage customers to provide feedback and suggestions. This will help us provide excellent customer service to all our clients and investors, it will help us understand their needs, experiences, and pain points. We will work with effective CRM software to be able to achieve this.

Operational Plan

Our operational plan will outline how the business will run on a day-to-day basis. It will cover areas such as staffing, inventory management, customer service, and marketing.

Overall, we plan to expand our revenue by 25 percent in the second year and the plan will include a marketing, sales, and operations component. By developing a strong plan and implementing it effectively, we will be able to run our ice cream shop business smoothly and attract and retain loyal customers.

a. What Happens During a Typical Day at an Ice Cream Shop Business?

• The business is open for the day’s work
• The serving area is cleaned and ready for the day’s business
• Preparation of ice cream and other frozen desserts
• Customer’s orders are taken and they are served or their orders are delivered to them
• The cashier collects cash and reconciles accounts for the day
• Administrative duties are carried out
• The store or warehouse is restocked when required.
• The business is closed for the day.

b. Production Process

There is no production process for an ice cream shop business.

c. Service Procedure

The service procedure for an ice cream shop business starts with a customer requesting ice creams or other frozen desserts like gelato, sorbet, frozen yogurt, and various toppings such as sprinkles, nuts, whipped cream, chocolate sauce, and fresh fruits.

Once the request is gotten, it will be processed and the customer will be served or the order delivered to a location as requested.

d. The Supply Chain

Pure Bliss™ Ice Cream Shop, Inc. will rely on a supply chain model that involves sourcing, transporting, storing, and managing inventory of the various products and supplies needed to run our ice cream shop business.

e. Sources of Income

Pure Bliss™ Ice Cream Shop, Inc. will generate revenue primarily through the sale of ice creams, and other frozen desserts like gelato, sorbet, frozen yogurt, and various toppings.

Financial Plan

A. amount needed to start your ice cream shop business.

Pure Bliss™ Ice Cream Shop, Inc. would need an estimate of $150,000 to successfully set up our ice cream shop business in the United States of America. Please note that this amount includes the salaries of all our staff for the first month of operation.

b. What are the costs involved?

• Business Registration Fees – $750.
• Legal expenses for obtaining licenses and permits – $3,300.
• Marketing, Branding, and Promotions – $3,000.
• Business Consultant Fee – $2,500.
• Insurance – $3,400.
• Rent/Lease – $50,000.
• Other start-up expenses include commercial satellite TV subscriptions, stationery ($500), and phone and utility deposits ($1,800).
• Operational Cost (salaries of employees, payments of bills et al) – $70,000
• Start-up Inventory – $35,000
• Bar Equipment (cash register, security, ventilation, signage) – $1,750
• Furnishing and Equipping the Ice cream shop – $80,000
• Website: $600
• Opening party: $5,000
• Miscellaneous: $2,000

c. Do You Need to Build a Facility? If YES, How Much Will It Cost?

Pure Bliss™ Ice Cream Shop, Inc. will not build a new facility for our ice cream shop business; we intend to start with a long-term lease and after 5 years, we will start the process of acquiring our own facility.

d. What are the Ongoing Expenses for Running an Ice Cream Shop Business?

• Rent or Mortgage Payments
• Employee Wages and Benefits
• Inventory and Supplies (milk, cream, eggs, flavoring, stabilizers and emulsifiers, sugar or other sweetener, sprinkles, nuts, whipped cream, chocolate sauce, fresh fruits, cups, packaging materials, cleaning supplies, and equipment).
• Marketing and Advertising
• Maintenance and repairs
• Licenses and permits such as health permits, or permits for outdoor seating or events.

e. What is the Average Salary of your Staff?

• Chief Operating Officer (Owner) – $65,000 Per Year
• Shop Manager – $45,000 Per Year
• Accountant (Cashier) – $32,630,000 Per Year
• Chef – $30,800 Per Year
• Salesgirls and Salesboys – $28,100 Per Year
• Cleaners – $25,000 Per Year

f. How Do You Get Funding to Start an Ice Cream Shop Business?

• Raising money from personal savings and sale of personal stocks and properties
• Raising money from investors and business partners
• Sell shares to interested investors
• Applying for a loan from your bank/banks
• Pitching your business idea and applying for business grants and seed funding from the government, donor organizations, and angel investors
• Source for soft loans from your family members and friends.

Financial Projection

A. how much should you charge for your product/service.

Generally, the price range for a cup of ice cream can be anywhere from $3 to $5 depending on the toppings.

b. Sales Forecast?

• First Fiscal Year (FY1): $360,000
• Second Fiscal Year (FY2): $480,000
• Third Fiscal Year (FY3): $750,000

c. Estimated Profit You Will Make a Year ?

• First Fiscal Year (FY1) (Profit After Tax): $26%
• Second Fiscal Year (FY2) (Profit After Tax): $30%
• Third Fiscal Year (FY3) (Profit After Tax): $35%

d. Profit Margin of an Ice Cream Shop Business 

Pure Bliss™ Ice Cream Shop, Inc. will aim for a profit margin of 26 to 30 percent on sales. This means that for every dollar spent on ice cream or other frozen dessert by a customer, the business should aim to earn 26 to 30 cents in profit.

Growth Plan

A. how do you intend to grow and expand by opening more retail outlets/offices or selling a franchise.

Pure Bliss™ Ice Cream Shop, Inc. will grow our ice cream shop business by first opening other outlets in key cities in the United States of America within the first five years of establishing the company and then will start selling franchises from the sixth year.

b. Where do you intend to expand to and why?

Pure Bliss™ Ice Cream Shop, Inc. plans to expand to

• Phoenix, Arizona
• Las Vegas, Nevada
• Tucson, Arizona
• Yuma, Arizona
• Palm Springs, California
• El Paso, Texas
• Dallas, Texas
• San Antonio, Texas
• Houston, Texas
• Miami, Florida.

The reason we intend to expand to these locations is the fact that available statistics show that the cities listed above have the highest and thriving market for ice creams and other frozen desserts in the United States.

The founder of Pure Bliss™ Ice Cream Shop, Inc. plans to exit the business via family succession. The company has placed structures and processes in place that will help us achieve our plan of successfully transferring the business from one family member to another and from one generation to another.

The company has successfully developed a detailed transition plan to smoothly hand over responsibilities to the new successor. This includes transferring ownership, training key personnel, and communicating with employees, customers, and suppliers about the change.

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Everything You Need to Know About Writing an Ice Cream Business Plan

Everything you need to know about writing an ice cream business plan. So, you want to start your own ice cream business – but how do you do that and make it a success? Enter the business plan. Every business starts with a business plan. A business plan is a roadmap that guides you through every aspect of your business. From what you will be selling? What your business model is? What will your marketing strategy be? How about management and operations strategy, financing, and growth? A business plan is every aspect of your proposed business set out and explained. It is what makes your business viable.

Despite the importance of a business plan research has found that just 20 percent of business owners even have a formal plan in place. In fact, only one in three business owners will even spend time focusing on their business’s growth. That’s right once you start your ice cream shop you need to grow its sales.

Ice Cream Shop Business Plan

In this post, I want to share everything you need to know about writing a business plan for opening a brick-and-mortar ice cream shop. I have written several business plans from scratch for my ice cream businesses. Some were needed for landlords. Some were needed for potential investors, and some were needed for visas. But most importantly, they helped me focus on how I would make my ice cream business a success.

Whilst I will focus on an ice cream shop business plan in this post, a lot of the principles will also apply just as well to an ice cream truck or even a wholesale ice cream business (selling ice cream to grocery stores).

So, let’s crack on – what do you need to know to write an ice cream business plan.

What Do You Need To Know To Write an Ice Cream Business Plan?

As a general rule, an ice cream business plan should be structured based on the below. The sections of a business plan should include:

• executive summary
• mission statement
• projected organizational growth
• company structure
• industry outlook
• key external drivers
• success factors
• marketing analysis summary
• sales forecast for 5 years
• works cited.

Why Write an Ice Cream Business Plan?

First, let’s look at the reasons you may want to write an ice cream business plan. There are three main reasons for writing a business plan for an ice cream shop:

Simply for yourself.

Lay out the plan and financial projections in writing so the path is as clear as possible in your head. After all, as the saying goes “ if you fail to prepare then prepare to fail “. This business plan can then act as a benchmark for you to follow for your business. From it, you can then assess what is working and what is not.

To secure financing to start or expand the ice cream business.

This is usually either to a bank for a bank loan or potentially to investors for investment.

For a potential landlord.

If you are currently looking for a lease, it may be an idea to put together a business plan to show any potential landlords. Landlords need to be confident that a potential tenant is going to make the rent every month before they will lease space to them. A comprehensive business plan could help secure a good commercial lease for an ice cream shop.

How to Write a Business Plan for an Ice Cream Business

I have owned ice cream businesses for the past decade, as well as having done an MBA. Drawing on my ice cream and business experience, here is the best way to lay out an ice cream shop business plan

Executive Summary

An Executive Summary is essentially a short summary of your business plan. It should tell someone in one page or less everything they need to know about your ice cream business without having to read the rest of the business plan. The Executive Summary will be the first part people will read – it is more for other people than for you. If it doesn’t capture them then potential landlords, lenders, or investors may not even bother to read the rest of it.

You want the executive summary to deliver a real punch as to why the ice cream business you are going to open will be wildly successful.

Your Executive Summary needs to include details about you, the ice cream concept, the business location, and the products and services that will be offered.

Try to keep the executive summary to less than one page.

Mission Statement

As a general rule, the Mission Statement is the purpose and value of your ice cream business. You want to try to make this as clear and concise as possible. The Mission Statement is your “ elevator pitch ” –  you know you end up in an elevator with a very important investor and you have 30 seconds to sell your ice cream concept before they have to get out of the elevator.

For example, is your proposed ice cream shop

• focused on children and located close to schools with a mission to bring smiles to as many kids’ faces as possible through delicious colorful ice cream? 
• the first keto ice cream concept developed in your area aimed at the 20–40-year-old demographic with your mission being to deliver keto options to the masses?
• focused on making plant-based vegan ice cream made from minimum ingredients but never compromising on flavor and taste. Your mission is simply to “make someone’s day better” from the way you make your ice cream, to your customer experience to how they feel hours later?
• focused on launching a healthier ice cream product with the aim of showing customers that ice cream can taste great as well as make you feel great.
• focused on creating artisanal and authentic Italian gelato made from high-end Italian ingredients and traditional Italian gelato recipes. Your mission is to show people what real Italian Gelato tastes like.

SPOILER ALERT, one of the above is one of my ice cream concepts.

You get the idea.

Projected Organizational Growth

The projected organizational growth breaks down the projected growth of the business. This is essentially your plan on how your business will grow its sales over a 5-year period. How will sales grow at your first ice cream shop? How are you going to increase sales? Do you plan on opening more ice cream stores or will you focus on turning the one location into the “it-spot”? These are all the types of things you will cover in the Projected Organization Growth section.

In this section, you should include the following:

• Overview of the five-year plan
• Growth year 1
• Growth year 2
• Growth year 3
• Growth year 4
• Growth year 5

Under each section, include a summary of any expansion plans, reinvestment plans, and if more team members are going to be taken on. Also, focus on how you plan on growing the business each year. Also, talk about what role you as the owner will take each year (it may be that in the first year or two you plan in being very hands-on with the intention of hiring a manager at year three for example).

You should also include any marketing strategies you have for years, as well as how many forms of expansion are going to be funded.

Company Structure

In the company structure section, you should provide an overview of yourself the owner (plus any business partners you have).

This is the section where you really get to talk about yourself. In this section, you will want to detail all your achievements, qualifications, and experience. Also, make sure to really highlight any business experience you have had to date.

Finally, include a bit about why you are so passionate about starting this ice cream business and how you will ensure it will be a success.

Staff structure

This section also includes a table detailing how many staff you plan on having in years 1-5. It should be broken down into managerial roles, part-time and full-time. It would also be a good idea to include estimated pay here (research if there are any minimum wage increases planned where you live) and what you expect payroll to be year-to-year.

Industry Outlook

As a general rule, the industry outlook section looks at the specific business sector you are entering. In the case of an ice cream shop, you will want to look at what the ice cream shop industry is like generally as well as in your local geographic market.

Include the size and predicted growth of the ice cream industry. Make sure to use very credible references for these figures and reference them in the works cited section at the end of the business plan. Include the size and predicated growth of your ice cream niche (if applicable and if you can find the figures).

For example, if your “ice cream” is dairy-free then include figures of the size and growth of the dairy-free frozen dessert market.

Geographic Data

This is also a good section to include any data on the market you want to launch your ice cream in. Include here any demographic data relevant to your ice cream niche. Specific data on other ice cream shops in the area including any idea of sales, staffing, locations, rent, etc. are all essential pieces of information here.

Your geographic market will be the one that your ice cream store is specifically targeting. It is the furthest you think a customer will regularly travel to come to your store. The keyword here is regularly. For example, if you open an ice cream store in Beverly Hills your geographic market will most likely be confined to Beverly Hills and not the whole of Los Angeles.

Market Trends

Finally include a section on the current market trend within the ice cream industry and how your proposed ice cream shop is capitalizing on it. You can easily get market reports on industry trends from reports such as Mintel or IBISWorld . If you cannot access these your local library should be able to help.

Key External Drivers

In key external drivers, examine any external factors that will help ensure your ice cream business’s success. If your ice cream concept is there any changing or increasing trends on which you want to focus your ice cream business.

For example, will you make healthier ice cream to take advantage of the continuing movement toward health-conscious eating? Or will you design your ice cream and your location completely around being as TikTok friendly as possible? Both examples of growth factors that are driving customers’ actions separate from ice cream.

Also, what is the current consumer sentiment index? Are consumers’ discretionary spend forecasted to grow? Even if it isn’t, is worth referencing those smaller spend luxuries, like ice cream, tend to fare quite well even during harder economic times.

The aim of this section is to show that your business can take advantage of market trends and isn’t going to be an outdated or out-of-trend concept.

Success Factors

In the success factors section, list out all the reasons why “your” ice cream business is going to be a success. Some example success factors include the following:

• first-mover advantage (if launching a new ice cream concept).
• having a clear market position.
• production of a premium product.
• providing first-class customer service and experience.
• potential to the franchise.
• effective cost controls.
• stores in high-profile locations.

Marketing Analysis Summary

Market segmentation is all about who is your ice cream product aimed at (gender, interest, age range, location) and why you think that group of people will buy it. For example, it may be health-conscious females aged 20-40 (if your ice cream concept is a healthier one). It may alternatively be young children who want a colorful treat after school. You get the idea.

Target Segment Strategy

If you have already secured a lease for your ice cream business then see if you can get some data on the population, average age, and average income of the demographics in the areas.

Marketing Strategies

In this section, you will need to break down all the different ways you intend on gaining customers. Some examples are the following:

• Securing high-profile locations with high footfall.
• PR and editorials.
• Community partnering.
• Social media strategy.
• Advertising.

Competition

If you have already secured your lease, it is worth evaluating the competition in this section. What other ice creams and frozen yogurt stores are near your location?

Competitive advantage

This section look at how your ice cream offering offers a competitive advantage over the competitors in the area. What makes you different? What is your “Unique Selling Point”? Why will people come to you to buy ice cream?

Sales Forecast for 5 Years

A 5-year sales forecast is one of the most important parts of your business plan. This will be especially the case if you are presenting your business plan to potential, investors, landlords, or banks. Unfortunately, it is also the part that a lot of small business owners turn their heads away from. But, it doesn’t have to be that way.

A sales forecast can be one of the best ways of giving you a benchmark on how your business is doing financially. It also sets out specifically what you think your growing costs, expenses, and sales should be over a given period.

Sale Forecast Essential Figures

As a general rule, $1k a day in sales for a small ice cream shop is a good initial first-year sales to aim for. In terms of expenses, the following are the approximate percentages for each ice cream shop expense (before financing – if you plan on taking out a bank loan then include the repayments too).

A good net profit percentage to aim for is 10%-20%.

2-5 Year Predicted Sales

Once you have put together your first year predicted sales, you will have to then put together your 2-5 year predicted sales. For these years you will have to account for the following:

• Annual sales growth for the store (a 5-10% annual growth is a pretty good figure to aim for).
• Any expansion plans (e.g., any plans to open further stores).
• Inflation for some of your expenses.
• Any rent increases (commercial rent tends to go up by a small amount every year according to the terms of the lease).
• Any wage increases for team members and any new hires.

Before you write this section, I suggest reading my dedicated post on Ice Cream Shop Profits where I go into detail on understanding an ice cream shop P&L. You can read it here: Ice Cream Shop Profits – How To Run A Profitable Ice Cream Shop .

Or is your business plan for an ice cream truck? No problem – I wrote a dedicated post for Ice Cream Truck finances here: How Profitable Is An Ice Cream Truck ?

Works Cited

In the works cited section just make you properly cite any resources used in your business plan. Make sure to properly credit and source all pieces of information you used. Someone should be able to easily find any reference materials from this section.

The more credible the resource the better.

Everything You Need to Know About Writing an Ice Cream Business Plan – The Final Lick

Everything you need to know about writing an ice cream business plan. What have we learned in this post? Well, despite the fact that most business owners do not write a business plan, let alone update them regularly – writing a business plan is essential.

In my experience, you really need to write two sets of business plans. The first will be designed for people outside of the business – potential investors, lenders, landlords, etc. The second is just for you. Why have two separate plans? Well, whilst yes, there will be a lot of overlapping information in both – a business plan aimed just at you is meant to be a strategic document you look at weekly. It is meant to guide your business decisions. It is meant to show you what is working in your business and what isn’t.

For example, by comparing your forecasted accounts against your current accounts you immediately have a benchmark to see how your business is doing. Likewise, stuck on marketing, or are your planned marketing strategies even working? Having a business plan which details what you plan to do and what you are doing lets you immediately know what to double down on and what to stop marketing-wise.

Write a business plan you will use

I have written a lot of business plans. I have spent days writing some which are then only thrown into a drawer or saved on a computer to never see the light of day again. This is not the purpose of a business plan. It is meant to be your business’s playbook. A guide for your day-to-day decisions. It should be something you look at weekly. It should be something that helps you grow your ice cream business.

Whatever you write – even if it doesn’t have all of the above in it, make sure it is something that YOU can use in YOUR business.

Time To Learn Some More

Want to learn more on your path to ice cream entrepreneur success. Then check out some of my other articles.

• What Are the Challenges In An Ice Cream Business
• How Do I Start My Own Ice Cream Business
• Ice Cream Shop Profits – How To Run A Profitable Ice Cream Shop
• How Much Does It Cost To Start An Ice Cream Truck
• How Much Does It Cost To Start An Ice Cream Shop
• Ice Cream Shop Accounting – Everything You Need To Know
• Can I Make Ice Cream At Home And Sell It
• What Are the Different Types of Frozen Desserts?
• Is Vegan Ice Cream Profitable
• What Equipment Do I Need For My Ice Cream Truck
• How To Pick A Generator For Your Ice Cream Truck
• How Profitable Is An Ice Cream Truck?
• Everything You Need To Know About Working In An Ice Cream Shop
• Everything You Need To Know About Rolled Ice Cream
• Everything You Need To Know About Soft Serve Ice Cream
• Vegan “Ice Cream”
• Everything You Need To Know About Batch Freezers
• What Equipment Do You Need For An Ice Cream Shop
• What Supplies Do You Need For An Ice Cream Shop
• What Is The Best Location For An Ice Cream Shop
• How To Open An Ice Cream Shop
• How To Start An Ice Cream Truck
• Do Ice Cream Shops Make Money in the Winter
• How To Make An Ice Cream Shop Stand Out
• How Do You Become An Ice Cream Distributor
• Everything You Need To Know About Ice Cream Delivery Apps
• Everything You Need To Know About Gluten-Free Ice Cream and Toppings
• What is the Mark-Up on Ice Cream?
• What Scoopers Do Ice Cream Shops Use?
• What Are the Best Toppings and Sauces for Ice Cream?

Chilled Startup Team

Since 2012, the Chilled Startup team has been in the ice cream business. From creating retail store ice cream concepts from scratch to ice cream trucks to selling ice cream pints wholesale to grocery store outlets to private and public events. We have even set up vegan and plant-based ice cream concepts. The ice cream business is one we understand inside and out.

Learn more with these similar posts

How Profitable Is an Ice Cream Truck?

How profitable is an ice cream truck? In this post, I want to talk about how profitable running an ice cream truck can be. In it, I break down the profits and sales you can expect to make from street...

Ice Cream Shop Profits - How To Run a Profitable Ice Cream Shop

Ice Cream Shop Profits. In this post, I am going to talk about profit. That’s right – how much money you can make from running an ice cream shop. I have mentioned before that 29% of people start...

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Ice Cream Business Plan Sample

Published Feb.05, 2024

Updated Apr.23, 2024

By: Brandi Marcene

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Table of Content

Ice Cream Shop business plan for starting your own ice cream shop

  The primary purpose of this ice cream shop business plan is to highlight the parameters by which principals will continue to build, develop, and operate an ice cream shop, which owns a prominent location.

Kevin D, the managing director of the ice cream shop, and the owner of the Ice Shop Company, Inc., are confident and eager to find a larger store within Texas (United States).

Kevin D, The American Ice Shopping Company, Inc., and owners Marry, and Evan Dwyer hope the store will be a success among other national stores already committed to doing business in Texas.

How to open an ice cream store

To open an ice cream store, it is very important to have a parking space. Buying ice cream is usually the customer’s impulse decision. Therefore, an ice cream shop should be easily accessible and have adequate parking. Find a location near businesses such as markets, baby clothing/toy stores or family restaurants .

Executive Summary

  Kevin D (owner), of the Ice Cream Shop, this single retail store will sell the ice creams and related products, all of which will be made by the owner under its own name.

Proceeds will be primarily from the sale of ice cream and related products consumed within the Davis Plaza. Owners will also sell ice cream cakes, traditional cakes, birthday cakes and cola products. Sales in the first year are expected to reach $74,890.00 and will grow at an average annual rate per year for the first five years of operation.

How to start a business?

  In this Ice cream startup business plan , we expect the initial required costs of $75,000 to $100,000 based on the cost of starting the ice cream shop and other liability. We are not expecting for the loan as of now. Therefore, we will be bearing the startup cost initially.

How to implement business management?

The principals, themselves, will manage this ice cream business plan . A qualified person will be the hand-in-hand manager for the day-to-day operations of the shop, with the help of the department. The manager will have the following responsibilities and perform the following duties:

Customers of ice cream shop

Without any customers, it doesn’t matter how big your ice cream is. Customers are the most important thing for any business to succeed. How to promote your new ice cream business ?

Well, there is the old-fashioned way and the modern technological way. You have to do both!

What target of this business?

The main goal of the ice cream startup business plan is to offer products related to ice cream advertising to large and small stores at regular national and international discounts on regular wholesale-purchase orders at competitive rates. We want to stand out from the other shop owners and offer a wide range of products that surpass our competitors, thus making our ice cream business plan a more attractive option.

 Company Summary

The company will be owned by Kevin D and one or two additional partners. Currently, no investment has been received from the other owners. However, it will hold a majority stake in the company under Kevin’s control. A buy/sell agreement with other investors will be established when a limited liability company (LLC) is formed to allow an exit strategy for one or all investors.

Business plan for investors

• Plan your business

When starting an ice cream shop, the business/startup, the shop owner will involve a consultant to help implement a business plan early on. Ice cream shop or store Expenditure Budget / Funds for a Startup – Comes from legacy and business credit.

• Define your brand

The ice cream shop’s measuring stick will be its unique approach to how to start a ice cream shop for personal customization based on customer satisfaction and customer needs. No customer is the same; they will not be treated generously. We are not only another shops, we

• How to advertise and market a business

In the business plan for ice cream store , will be very involved in the promotion and marketing of the social media market. Digital marketing is at the heart of any successful ice cream business plan  today. Instagram, Twitter, Facebook, and LinkedIn will be the main target areas. A full-time digital marketing expert will be hired to run this page of the business to maintain its presence online.

• Establish web presence

A new website is currently under construction to engage the most effective web presence. It engages customers and gets new ones. Customers can order online as well as go to the store. Thus, it attracts a large customer base. Staying up to date with Google Analytics is key to maintaining a high search level.

 Company owner

The owner of the ice cream shop is a young man Kevin D who has a career in university. Kevin D comes from a family that has been in the ice cream and custard/food industry for two generations and dreamed of one day owning his own ice cream shop business. His knowledge of the field of food industry is immense, and his effort will be greatly appreciated.

 Why the ice cream shop is being started

Coming from a long line of family business owners, he always knew that he wanted to create his own identity in life, to be his own boss, to create his own new company from scratch. With this in mind, the university was her starting point. They need to gain more knowledge than she already has to ensure the success of her ice cream business plan .

 How the ice cream shop will be started

A lucky legacy enables the birth of an ice cream shop with a small business loan and the business plan for ice cream store . Besides, help from a business partner, consultant, and family business owner, the business will be operated.

In the sample business plan for ice cream shop , the owner is highlighting that the customers can choose the taste of frozen custard (vanilla, chocolate and one or two additional daily flavors) and then mix it with the Italian ice flavors of their choice (more than 30 flavors are offered daily to the customers). In addition, the customers can enjoy their desserts in a warm, soothing atmosphere like the upstairs of the ice cream shop.

The Products

• It tastes rich because it is made with an egg base.
• Low in fat and sugar than most premium ice creams
• Smooth and creamy texture.
• Taste of antique home (made fresh every day.)
• High density (it fills more than soft service due to low wind gusts.)
• Italian ice

Fruit-flavored ice cream with a smooth texture (very small ice crystals)

• A sweet and fat-free frozen product
• Made without milk or egg products
• Made with real fruit concentrate
• The consistency of a slash

Marketing Analysis of Ice Cream Shop Business

Market trends.

In recent 4 to 5 years, the ice cream and frozen confectionery industry have seen significant growth. Much of this growth has come in the premium and super-premium ice cream segment. Kevin’s Ice cream shop will serve products that come in the premium ice cream segment. Premium and super-premium products are commonly found in scoop stores such as Goldstone Creamery, Ben & Jerry and Prince Bucklers.

• 13% over 65 Years
• 45 to 25% between 45 to 64 Year
• 25% from 25 to 45 Years
• 12% from 18 to 25 Years

Marketing Segmentation

Customer groups for Kevin’s Ice Cream shop will be:

• 18-24 year olds

For the ice cream business plan project our market research identifies approximately 38,000 customers in the Texas area within this age range. The target customer is going to be the central part of “Ice cream shop”: half college students and half locals. They tend to spend more on expensive products than they buy.

• First families

These are the children who grew up in the Texas and nearby population. Most of their children are not yet teenagers. By targeting this group, we can not only build a large-scale instant business but also build long-term clients in children.

Increasing our downtown location and customer base will attract customers outside of our target groups, including those attending Saturday market, coming to town to shop, or attending plays or music events. We estimate that this third market segment of about 3,160 people (1% of the total local population) is conservative.

Business Target

16-24 year olds age group customers go out for ice cream more than any other age group. Among the 16-24 age group, the “Texas” location is important because they occupy a large area around the store location. They are accessible through music, mostly R&B, and they prefer valuable products that are compatible with our product offering.

What is the target Market?

The “first families” were chosen because of their growing population, number, and desire to go out frequently for ice creams. Their lifestyle is particular because they are the most accessible group to market. They all have young children, so strategies towards children or child-related markets can be very useful in testing and developing sales.

excellent work

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In the ice cream businesses, we plan to reach the first families with their children. Kevin’s Ice Cream shop will sponsor a small league ball team and provide free ice creams on days when players win a game. This will draw them and their families to the store.

How to keep customers coming back?

  We also invite local elementary schools to visit our facilities. We will teach children how to make ice creams with various flavors. We allow each child to create their work; we hope they enjoy their time in our scoop shop so much that they wish to bring their parents back.

What will be the average receipt of the business?

The average customer receipt will range from $ 10 to $ 100, depending on the size of the business ordering the ice creams. Items purchased in bulk expect an average of $ 1000 receipt.

Product Pricing

Our prices are very low so that even middle class people can buy such products and get it easily. Therefore, our goal is to include all kinds of customers who want to have an unique taste and a variety of ice creams.

Marketing Strategy

Our online presence will increase our marketing online in the form of a professional website compatible with mobile phones. We direct traffic through our site by using/delivering an add-on to our customers. It will be essential to create regular food-centric content with keywords that are guaranteed to get high marks in search engines. We post the best offers on social media sites like our Facebook page to engage our followers and buy and click on our website. Using Facebook and Instagram ads for businesses to promote our products will be part of our implementation in Offset.

Competitive analysis

Kevin’s Ice Cream Shop has two competitive analysis points:

• Rich and creamy, high class, low fat, frozen desserts.
• Our friendly, neighborly attitude to our customers.

Both of these selling points help to achieve the overall goals of a consistent customer base with continuous sales. Our focus on paying personal attention to our customers, and engaging in local events and clubs will set us apart from our competitors.

Sales Strategy

Our sales strategy is primarily focused on delivering the highest quality products and services to our target customers. Once a customer enters our shop, it is our job to make sure their experience with us is enjoyable. Product offers and prices are clearly posted behind the counter, and scoopers are educated about the products and processes involved in each, so they can answer all customer questions.

Sales Monthly

The Ice cream shop business may not be able to take a profit margin in the very first month, but our plan is to do so in order to mitigate that plan quickly. However, in terms of sales, we expect a rapid increase in the first four weeks of the store.

Sales Yearly

For the First and second years in a row, we expect a total increase of 36-40% in sales due to a modest annual sales volume and the dramatic difference between the monthly average of the opening months and their peers in the second year. In the third year, we expect a conservative 16% increase in sales revenue.

Sales Forecast

In the ice cream business proposal , our sales forecast is mainly determined by the foot traffic in the area, the season of the year and the current weather. The sales for the first year will be based on this plan are approximately $70,000.00 to $80,000.00 and $80,00.00 to $90,000.00 for the second year and $90,000.00 to $100,000.00 for the third year.

Personnel plan

We expect seasonal hiring of part-time employees. Since we do not offer any benefits to our employees, full-time employees will not be hired in the first year.

We expect two or three part-time employees to start working in May, except for two or three employers. Our two or three employees will share the hours per week because we expect the paid employee to work an average of 5 hours a day, seven days a week.

Company Staff

What staff needed to open a company?

For opening an ice cream shop or company the basic staff will be sufficient, which are as below-

•   Part-time employees
• Owner – Kevin D
• Other Owner(s)

Average Salary of Employees

How much costs average salary for all employees?

To start an Ice cream shop business, the following table describes the average annual salary of each employee and the total salary for the next 3 years –

Financial Plan

The growth is expected to increase from the second year of the owners of Kevin D’s ice cream shop. In addition, there will be a need of some extra fund to maintain the required inventory levels and to purchase additional inventory if sales are higher than expected. No other immediate financial needs are expected.

Important Assumptions

An important assumption is the initial sales forecasts. We made this estimate based on an hourly average found at a local ice cream shop. We are significantly reducing the number due to the weather, our unknown brand name, and foot traffic. These ratings are very conservative, and we expect real sales to surpass them immediately.

Brake-even Analysis

The gap-equivalence analysis shows that Kevin’s Ice cream shop has sufficient sales strength to be viable. Our breakpoint is $$6,719 per month. We estimate our average selling price to be $2.50, which is the approximate selling price for medium-sized ice cream at our retail outlet.

Projected Profit and Loss

In the first year, we expect a Profit of $10,000 to $12,000. This is mostly due to losses incurred in the opening months and continued pay and other expenses. Next year, we expect to see a steady and steady profit level of $17,000, to $18,000 and we expect our profit to rise to $27,000 to $29,500 in the third year.

Profit Monthly

The initial months’ profit we make can sustain all our operations and give us enough dividends to invest in the future growth of the ice cream business.

Profit Yearly

As already mentioned, we may be at a loss for the first-months operations, but we expect to touch the profit base within 3 or 4 months of operation so that our annual profits can recover all the losses.

Gross Margin Monthly

In the first 5 to 6 months, the profit margins will be negative; however, we expect a thicker margin base as profits increase.

Gross Margin Yearly

Annual margins will be better in the upcoming years. Also, this will help us expand our business and reach a more extensive customer base.

Projected Cash Flow

Kevin’s Ice cream shop expects to manage the cash flow in the first year with the help of cash and cash reserves from our first year loss of $17,000 to $18,000.

Projected Balance Sheet

As stated earlier, owners insist on long-term growth in business value rather than short-term returns. Our projected balance sheet shows a decrease in net worth from $6,000 to $7,000 in the first year. However, starting from the second year, we expect our net worth to increase to $5,000 to $6,500 gradually, and by the end of the third year, the value of the company will increase to $21,000 to $22,000.

Business Ratios

Our total margin is significantly higher than the industry average. We believe this is because the vast majority of the industry is made up of large-scale manufacturers using economies.

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This Entrepreneur Started Selling Ice Cream From Her Bike—Now She Makes Over $250K A Year

Katherine O’Brien followed her ice cream dreams and it's paying off big time.

She found a pink bike with a freezer attached to the front to hold ice cream. After a few months developing the perfect cookie for her homemade ice cream sandwiches —she said the secret is definitely in the cookie —she set out on the Cream Cruiser to sell her treats. The first summer, in 2015, she made $25,000 from selling homemade ice cream sandwiches at a local farmers’ market. The following summer, her revenue more than doubled.

“And the cool thing about a business model like this is it’s simple,” O’Brien said. “It’s not super high risk.”

What started off as a weekend hobby eventually turned into a business that could fully support O’Brien, who has come to be known as the Ice Cream Bike Lady. The Cream Cruiser has catered over 700 events and sold over 160,000 ice cream sandwiches. She has sold $1.6 million in product in total, with only a few employees, two bikes, and one cart.

To get her business off the ground, O’Brien invested less than $10,000. The Cream Cruiser quickly grew a following and expanded into catering weddings and other events. She took a brief detour to move into the wholesale business, but the Covid-19 pandemic brought challenges that helped her refocus primarily on catering and selling ice cream from her bike.

She began documenting her journey on her Instagram account @icecreambikelady , and started coaching clients who wanted to learn how to start their own bike business. “I started sharing my journey and it kind of just grew on its own,” she said.

With so much interest, she put all of her knowledge and experience into Bike Business University , a self-paced course to teach others how to build their own bike business in about four months.

“I truly feel like anybody would be capable of creating something like the Ice Cream Bike business,” she said. Given the relatively low start-up cost compared to other brands, she said it’s a great seasonal business idea.

For $874, Bike Business University gives students a variety of resources like training videos, budgeting, product-development tools, and support from O’Brien.

“It’s been a super fun addition to the business, but also I love seeing everybody’s different brands and stories sort of come to life.”

A community has formed around Bike Business University, where entrepreneurs connect and share their stories through monthly Zoom meetings and private Facebook groups.

Between catering and Bike Business University, O'Brien says she consistently brings in at least $25,000 per month.

But even if you’re not looking to start your own ice cream bike business, O’Brien has some entrepreneurial advice for those looking to start their own business.

“Start before you’re ready,” she said. “Just be okay getting out of your comfort zone and just rolling with the punches and trust yourself enough to know that you’ll figure it out.”

Since that fateful commute to her 9-to-5 job back in 2014, her initial idea has taken on a life of its own, proving that no dream is too small or crazy. Looking ahead, she plans to grow her e-commerce business and add new products that can ship nationwide. She just added gourmet-flavored Freezie Pops to her online store .

“Truly I think it’s the most fun job in the whole entire world,” she said.

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Ben & Jerry’s owner to keep making Soviet-style ice cream despite pressure to quit Russia

Unilever will hang onto its Russian ice cream business despite plans to offload its frozen dessert brands.

The Magnum and Ben & Jerry’s owner is mulling a potential sale or IPO of its ice cream brands, which are worth about €8bn (£6.9bn) in annual revenues. However, Unilever said on Thursday it will not include its Russian ice cream business in the deal as they have been ring-fenced from the rest of the company.

Plans to hang on to its Russian ice cream operations come despite pressure on Unilever to quit the country altogether in the wake of Vladimir Putin’s invasion of Ukraine.

Unilever was labelled as an “international sponsor of war” by the Ukrainian government, which until recently published a list of companies it deemed to be indirectly contributing to the war .

While it still trades there, Unilever has stopped advertising and halted imports and exports from Russia.

Mr Schumacher said last year that remaining in Russia was the “ least bad option ” and that, were it to leave, its operations could end up being seized by the Russian state.

Other major food and drink companies including Mondelez – the owner of Cadbury – and Nestlé have taken a similar stance.

Unilever runs four ice cream factories in Russia, where it owns the company Inmarko. It sells Cornetto and Carte D’Or in the country, as well as a Russian version of Magnum, called Magnat, a brand called Max that resembles Twister, and a Soviet-style ice cream brand called Golden Standard.

Russia has a long history of ice cream production that traces its roots back back to the early days of the Soviet Union.

Soviet politician Anastas Mikoyan spearheaded a boom in ice cream production after encountering the product during a US goodwill trip in the 1930s. 

Mikoyan enacted strict controls that forced producers to adhere to state standards around ingredients and production methods.

There were three main varieties of Soviet ice cream: molochnoye, made with milk; slivochnoye, made with cream; and plombir, which is made with cream and egg yolks. 

Some Russian manufacturers still make ice cream to those specifications, with Golden Standard among them.

Mikoyan was said to have been accused by Stalin of caring more about ice cream than Communism.

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Bruster's Real Ice Cream

Hours updated a few days ago

Special hours today. This business is open 11:00 AM - 10:00 PM on May 19th, Special hours.

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5205 Transit Rd

Williamsville, NY 14221

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Bruster's features 150 flavors of handcrafted ice cream, yogurt, Italian ice & sorbet. At least 24 are handcrafted daily to be enjoyed in fresh waffle cones and premium desserts. …

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We were supposed to get actual dinner, and yet after a long afternoon in the heat, I've convinced my mate that ice cream is a proper allotment of our calories, despite his diet plans. Which is quite alright, as this shop gives a rough estimate right on the menu board of how far he's going to be set back. And yes, sometimes the calories and prices are higher than we'd prefer, but keep in mind, this is /real/ ice cream. I'd make some sarcastic comment about all the imaginary ice cream that I've downed in my life if it wasn't apparent on the first lick what they meant. I'm used to hard ice cream being the norm as most stands offer Perry's. Instead this was soft as a blanket of cream tucking in my taste buds, singing it a lullaby to try to tamp down their excitement over bananas and nilla wafers in my kiddy cone scoop. (I am far from a kid, though this is a perfectly sized scoop at any age without overindulging yourself.) The window girl was very helpful in easing my worries over allergens, as well as allowing my mate to customize his brownie sundae to swap out whipped cream and the cherry for peanuts. They even offer dairy free ice cream so that I don't have to deal with his repercussions later. His sundae came in a cup that can be sealed for later, as he is exercising self restraint here. Considering it's opening weekend, we managed a table and took in the ambiance of the busy street and balloon art of giant ice cream cones. It wasn't too busy for a weekend night, and while I'm not often going to trek out this far to have dessert for dinner, I'm glad somebody out there is keeping it real.

Banana ice cream kid cone

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Ice Cream Business Plan Template & Guidebook

Whether you are a seasoned ice cream maker or looking to break into the industry, having a comprehensive and effective business plan is essential for achieving success. The #1 Ice Cream Business Plan Template & Guidebook provides all the resources you need to create a thorough and easy-to-follow business plan that outlines the steps to start and maintain a successful ice cream business. With this guidebook, you can take advantage of expert advice, relevant tips and templates, and concise information to help plan your venture with confidence.

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

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

How to Write a Ice Cream Business Plan in 7 Steps:

1. describe the purpose of your ice cream business..

The first step to writing your business plan is to describe the purpose of your ice cream 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 ice cream business:

Our mission at [NAME OF COMPANY] is to provide delicious and unique ice cream offerings to our customers, creating a positive and memorable experience for each of them. We are committed to using premium ingredients to make the best ice cream, and we strive to be an inspiring and innovative leader in the industry.

2. Products & Services Offered by Your Ice Cream Business.

The next step is to outline your products and services for your ice cream 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 ice cream 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 ice cream 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 ice cream 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 ice cream business?

• Equipment: Freezer, ice cream maker, tables and chairs, dipping cabinets and refrigerators
• Supplies: Ice cream containers, scoops, spoons, bowls, glassware and linens
• Permits: Health/food handling permit, sales tax permit and business license

5. Management & Organization of Your Ice Cream Business.

The second part of your ice cream 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 ice cream 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. Ice Cream 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 ice cream business varies based on many different variables, but below are a few different types of startup costs for a ice cream 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 ice cream 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 ice cream 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 ice cream 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 Ice Cream Business Plans:

Why do you need a business plan for a ice cream business.

A business plan is essential for any business, including an ice cream business, as it outlines the goals and objectives of the organization, provides a roadmap for achieving those goals, and helps entrepreneurs secure financing to get started. A business plan will help to clarify the key components of the ice cream business and identify potential risks and opportunities. Additionally, it will provide a structured approach for analyzing market data and developing marketing strategies that can help an ice cream business achieve success.

Who should you ask for help with your ice cream business plan?

You should ask for help from a business consultant, accountant, or lawyer who specializes in small business planning. They can provide you with expertise and guidance on how to effectively create a successful plan for your ice cream business. Additionally, your local Small Business Administration (SBA) office can also provide training and advice for starting a business.

Can you write a ice cream business plan yourself?

Yes, it is possible to write a ice cream business plan yourself. A business plan is a document that outlines your company's goals, strategies, target customers, and financial projections. When writing a business plan for an ice cream business, you should include details about your product offerings, pricing strategies, marketing plans, operations, and financials. You should also include a competitive analysis to make sure that your plans are in line with the industry standards. Additionally, you should use market research to discover trends and consumer demand within your particular target market.

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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.

Introducing the world's tastiest ice cream cone

By lee benson, deseret news | posted - may 13, 2024 at 5:14 p.m., kaitlyn and jeremy carlson, founders and owners of crispy cones, are photographed at crispy cones in provo on april 19. (laura seitz, deseret news).

Estimated read time: 4-5 minutes

REXBURG — From 2014-2016, when Jeremy Carlson moved to the Czech Republic to serve a full-time Latter-day Saint mission, he found that the easiest part of the culture for him to get used to, hands down, was a little cone-shaped pastry sold along the roadside the locals called trdelnik.

Morning, night, summer, winter. Didn't matter when or where or why, any time was a good time to enjoy a trdelnik, a soft cinnamon-and-sugar covered cylinder usually filled with fruit or custard or sometimes ice cream.

It was the ideal respite for a young missionary settling into a foreign land.

One night, Carlson found himself dreaming about the treat. He wasn't eating it, he was selling it — in America.

When the dream didn't disappear the next morning, he decided when his mission was over he'd see if he could make it come true.

He had no idea it would lead:

• To not one but two appearances on "Shark Tank."
• To one of America's fastest-growing dessert businesses.
• And, not incidentally, it would introduce him to his wife.

When he first returned stateside, after enrolling in college at BYU-Idaho, Carlson talked his aunt into letting him use her kitchen so he could try and replicate the trdelnik recipe. When he got close, but not quite close enough, he returned to the Czech Republic to further perfect the product.

In 2018, satisfied he had the right ingredients, he purchased a large canopy tent along with ovens to grill the pastry dough and opened his version of the Czech roadside trdelnik stands — in Rexburg, Idaho.

He called the business Crispy Cones.

To drum up customers, he messaged a local influencer on Instagram named Kaitlyn Sims. Sims was a public relations major interested in social media. Figuring honing Carlson's brand and imagery would give her experience that would help with her career, she accepted his salary offer of all the cinnamon-covered pastry cones she could eat.

Thanks to the online publicity, sales quadrupled.

The next year, buoyed by the increasing popularity, Carlson replaced the tent with a trailer. The year after that, after transferring to Utah State University to complete his business degree, the COVID-19 pandemic slowed things down. But on the Jeremy-Kaitlyn front, the pace quickened considerably. In December 2020, they were married. "We first became best friends working together," says Carlson, "and then … she married her boss."

With the pandemic behind them and now working the dream together, the couple opened a brick-and-mortar store in Logan. When that proved profitable, they opened another one in Rexburg.

This was far from the first time Americans had been introduced to trdelnik. Over the years, capitalistic-minded importers had given the old world treat names such as chimney cakes and twister cakes, selling it out of food trucks and treating it as a European novelty, sort of like bagpipes or apple strudel.

Jeremy and Kaitlyn Carlson changed the focus. Instead of emphasizing the pastry as something foreign, a novelty you might find at a county fair, they presented it as something Americans could fully understand and appreciate: the world's tastiest ice cream cone.

The traditional soft serve cone was no longer an afterthought, something to prevent the ice cream from succumbing to gravity; it was now the star of the show.

The concept was unique enough to land the couple on "Shark Tank," the popular TV program that allows budding entrepreneurs to see if they can talk billionaire "sharks" into investing in their enterprise.

Their pitch asked for $200,000 in exchange for a 10% interest in Crispy Cones.

One of the sharks, Barbara Corcoran, bit. She agreed to the $200,000 buy-in but asked for a 20% stake, which the Carlsons accepted.

That was in March 2023. Ever since, the whirlwind is yet to subside. Buoyed by the national publicity from the TV show — including a rare second appearance in February of this year — and by Corcoran's expertise at franchising, Crispy Cones keeps growing and expanding.

Already, in addition to the Logan and Rexburg locations, there are two stores open in Arizona, another in California, another in Provo, with more about to open in St. George, Tennessee, Georgia, Florida and Texas. By the end of 2024, the projection is for 15 franchises to be up and running, with 100 franchise units sold.

"We're having fun right now," says Kaitlyn Carlson. "It's almost surreal, it's happened so fast."

"This is not a fad," Jeremy Carlson is quick to point out. "This is a treat that dates back 300 years, a treat that is very, very popular in Europe, traditionally presented to kings and queens."

And to missionaries a long way from home.

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