The Symbiosis mission is to improve CRM adoption rates for

businesses, increase sales volume and frequency, gain customer

loyalty and decrease customer service and sales costs by providing
a user-friendly, innovative & powerful CRM system.
SYMBIOSIS
O n e - pa g e B u s i n ess P la n
The Company
Walnut Creek, CA CRM, Gamified.
BillJohnson
Founder&CEO
Symbiosis is an innovative,
interactive CRM that combines
Marketing Strategy gamification features and
The Product Online Marketing
social media integration
to drive user adoption and

Sponsorships
John Bryant
Ta rantu l a gam if ication too l s to Founder&CTO Website customer loyalt y.

T V Commercials
i ncrease use r adoption
SEO & PPC
Loya lt y p rog ram app l ication to
Social Media
engage custome r s and refe r ra l
pa r tne r s Emai l

Socia l med ia, ema i l, phone and Jennifer Thomas Pr int Ads in Ta rgeted Distribution Acheivements to-Date

Seminars
mob i l e app i nteg ration CMO Business Publ ications Channels
I nco r po rated the
Cus tom i zab l e actions, rewa rds, Website Store Com pany We Need
$600,000
l evel s and bages makes the Di rect Selling
p l at fo r m app l icab l e to any Sales Agents A s semb l ed key
management team
i ndus t r y Partnering Resellers
State - of-the - a r t CRM (contact Acq ui red techno l ogy in seed funding
Michael Russman
and activit y management, sa l es patents and copy r ig hts
CFO $150K
fun nel s, f i nancia l ana l y tics, Acq ui red $ 5 0 K i n completing the alpha CRM
repo r ti ng, etc) technology platform
s ta r t- up capita l
Financial Summary $73K
startup expenses (furniture,
improvements & organizational
expenses)
Year 1 Year 2 Year 3 Year 4 Year 5
to reach the projected $477K
Online Sales 200,000 1,025,000 3,181,250 9,914,063 20,928,125
Year 1 Milestones operating expenses such as sales,
marketing and personnel expenses
Direct Sales 31,126 434,918 2, 097,088 4,676,226 8,397,830

Partner Sales 22,500 223,219 712,443 1,678,817 3,014,913 D evel op, l a unch and tes t beta p l at fo r m fo l l owed by of f icia l l a unch

O bta i n ma r ket va l idation w ith 12,0 0 0 month l y website vi sito r s,

TOTAL SALES 253,626 3,433,138 9,203,156 22,432,941 44,793,857 ove r 2, 5 0 0 active seats and ove r 24 resel l e r accounts
COGS 175,615 1,856,279 4,436,261 10,372,696 20,008,118 Bui l d fu l l team of pe r son nel i ncl ud i ng l ead eng i nee r s, sa l es and
Utilizing cus tome r se r vices rep resentatives and sa l es and ma r keti ng manage r s
OPEX 323,658 1,556,723 3,823,396 9,280,557 13,505,902
Cloud-based
Technology PROFIT ($246,880) ($175,601) $508,910 $1,565,064 $9,306,740

The most likely exit for Symbiosis will come from

Exit
Cut ti ng E dge Pl atfor m an acquisition by a major player or such as
Salesforce, Oracle and Dynamics CRM once the
Tarantula Company reaches 500,000+ company clients.

The Market The CompeTition The Industry

Easy to use
Small businesses in the US and their wage
Competitive price
USER FRIENDLY
CRM I ndus try
and salar y workers in the fields of:
MindBody Online
North America is currently the
Diligent customer service Education Manufacturing Biz Automation largest CRM market, reaching
CRM Gamified

Connection generator
$10 billion
Salesforce Zurmo

CRM Tools & Gamification

Tarantula gamification platform Utilities Retail&Wholesale
Applications SYMBIOSIS Features
in sales for 2012.
Small Business Web

Effective loyalty program Microsoft Dynamics Zoho Wave Access

SAAS Industry
Free trial and effective upsell strategy 27.9million 13+million Oracle

small businesses wage and salary $22.1 billion

Experienced management team sales workers
Functional
in sales by 2015.