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Lesson 3 of 5Pitching and Business Communications
Unit 3 · Lesson 3 of 5

Planning Business Texts

Before you write any business text, pin down its topic, purpose and audience, choose the form that fits, and build it from credible, organized, cited research.

4 min read1 quick check8 practice questionsAsk AI about this →

Key things to remember

  1. 1Plan every business text in this order: topic, purpose, audience, then form.
  2. 2The four main purposes are inform, persuade, request and thank.
  3. 3Primary research you collect yourself; secondary research someone else collected.
  4. 4Check sources for currency, relevance, authority, accuracy and purpose.
  5. 5Synthesize = combine several sources into one point in your own words. Always cite where information came from.

Sole Revival needs to tell people it exists. Amara could write an email, post on social media, put up a poster or hand out flyers. Each one is a business text: any piece of writing or media a business uses to communicate. Picking the wrong one wastes effort. A long email will not reach students who never check email. A tiny flyer cannot hold a full price list for a store owner. Good business writers plan first and write second.

Topic, purpose and audience

  • Topic: what the text is about. Example: Sole Revival's launch week.
  • Purpose: why you are writing it. Most business texts do one of four jobs: inform (give facts), persuade (convince someone to act), request (ask for something) or thank (show appreciation).
  • Audience: who will read it. Students, parents, a store owner and a pitch judge all want different things, and they need different words and details.
1. TopicWhat is it about?2. PurposeWhat do I wantreaders to knowor do?3. AudienceWho are they?Formal or casual?4. FormWhich formreaches thembest?example topicOur new braceletline launchesFriday.InformPersuadeRequestThankCustomersInvestorsTeam membersSuppliersCommunityEmailMemoFlyerSocial postReportPitch deckResult: a persuasive social post for customersUpbeat and short, with a photo and a clear call to action (“Order by Friday!”). Same topic,different purpose: a request to a supplier for a bulk bead price would be a polite email.
Fig 1Plan in order: topic, then purpose, then audience, and only then choose the form.
Text formBest forSole Revival example
EmailA direct message to one person or a small group; requests and thank-yousAsking the student council for a table at lunch
MemoA short notice inside an organizationTelling Theo the new drop-off schedule
FlyerA one-page handout to inform or persuade a local audienceLaunch-week flyer for the cafeteria
Social media postFast, visual messages to people who follow youBefore-and-after photo of a cleaned pair
PosterA large message seen from a distance, with very few words"Dirty kicks? Drop off Monday." on a hallway board
Pitch deckA few slides that support a spoken pitchSlides for the youth pitch competition
Short reportOrganized facts and results for a decision-makerTest-run results for a mentor
Website pageInformation people can find any timeA page with prices, drop-off times and FAQs
Common business text forms. The purpose and audience decide which one fits.
Use business terms, then explain them
Using the right business words, such as revenue, cost, profit and target customer, makes your writing sound clear and professional. If your audience might not know a term, explain it in a few plain words the first time you use it.
VideoWatch for how knowing your reader and your purpose shapes what you write, the first planning step for any business text.Watch on YouTube

Researching from several sources

Research means collecting information to answer a question. Primary research is information you collect yourself, such as a survey of classmates or counting how many people pass your table. Secondary research is information someone else collected, such as a news article, a government website or a company's product page. Using several sources is safer than trusting one, because you can check whether they agree.

Where does the information come from?Primary sourcesyou collect it first-handSurveys and interviewsWatching how customers shopTest sales of a sample batchSecondary sourcessomeone else collected itStatistics Canada dataNews articles and industry reportsCompany websites and reviewsTest every source (the CRAAP test)CurrencyHow recent isit? Is it upto date foryour topic?RelevanceDoes it answeryour questionfor yourmarket?AuthorityWho wrote orpublished it?Are theyexperts?AccuracyIs it backedby evidence?Can youconfirm itelsewhere?PurposeWhy does itexist: toinform, sell,or persuade?Any bias?Try itA 10-year-old blog post by an energy-drink company claims its drink raises test scores.Currency: old. Authority: no expert named. Purpose: selling. Verdict: find a better source,such as a recent study or government data.
Fig 2Test every source with five questions: is it current, relevant, written by someone with authority, accurate, and written for a fair purpose?
ACredible source
  • Recent, with a date you can see
  • Written by an expert, a government body or a trusted news outlet
  • Gives evidence or explains where its facts come from
  • Agrees with other good sources
  • Aims to inform
BWeak source
  • Old, or no date at all
  • No author, or an anonymous post
  • Makes claims with no evidence
  • Disagrees with everyone else
  • Mainly trying to sell you something

Synthesizing, organizing and citing

To synthesize means to combine information from several sources into one clear point in your own words. Instead of copying three facts, you notice what they have in common. Then you organize the points in an order that suits the purpose. For a persuasive flyer, put the most exciting point first. For a report, a logical order (problem, findings, recommendation) works best. Finally, cite your sources: say where the information came from. Citing shows your work is honest, and it lets readers check your facts.

A simple citation
Include the author or organization, the title, the date it was published, and where to find it (the website name and link). Example: Sole Revival survey of 40 Grade 9 students, collected by A. and T., May 2026.
Quick checkTry it before you read on
1
Amara sends the student council a message asking for a lunch table on Mondays. What is the main purpose of this text?

Worked examples

Reveal one step at a time and try to beat it to the next line.

Example 1
Plan a text to get students to try Sole Revival in launch week. Identify the topic, purpose, audience and best form.
Example 2
Amara found four sources about how to clean sneakers safely. Decide which are credible: (A) a shoe brand's official care guide, updated this year; (B) an undated anonymous forum post; (C) a cleaner company's ad saying its product is "the only one that works"; (D) her own test cleaning 20 pairs.
Example 3
Turn Amara's research notes into a flyer outline. Notes: (1) survey: 31 of 40 students said their sneakers need cleaning; (2) survey: most said they would pay $10 to $20; (3) the brand care guide says to avoid hot water and the dryer; (4) test run: 18 of 20 customers would come back; (5) shoe shops nearby take about a week.

Where marks get lost

  • Choosing the form first ("let's make a poster") before deciding the purpose and audience.
  • Writing the same message for every audience. A store owner and a classmate need different details and tone.
  • Trusting one source, especially one that is selling something.
  • Copying sentences from sources instead of synthesizing them into your own words.
  • Forgetting to cite, so readers cannot check where a fact came from.

Flashcards 8

Purpose of a text
Audience
Text form
Primary research
+ 4 more

Practice

1
Match each text to its main purpose.
"Our drop-off day is now Tuesday."
"Try us this week and get your laces cleaned free!"
"Could we use the gym lobby on Friday?"
"Thank you for mentoring us this spring."
2
Which form is best for telling your business partner about a change in schedule?
3
Which is primary research?
4
A website with no author and no date says a cleaner "removes 100% of stains." It sells that cleaner. Which problems does it have?
5
Put the planning steps for a business text in order.
  1. 1Research and organize the content
  2. 2Choose the text form
  3. 3Identify the audience
  4. 4Identify the topic
  5. 5Decide the purpose
6
What word means combining information from several sources into one clear point in your own words?
7
In Amara's survey, 31 of 40 students said their sneakers need cleaning. What percent is that? Round to one decimal place.
%
8
Why should a business text cite its sources?

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