When we begin a relationship with a new client (particularly a smaller or start-up company) we use our quick start program.
This is a multi-phase process.
Phase One:
The first phase involves an in-depth interview with you, where we conduct a 10-page questionnaire to learn everything about your business.
The areas of discovery include:
- Your story or reason for starting your company
- Review of your company's sales plan and sales budget
- Product differentiation, what makes you different in the market place (competitive advantages)
- How you are currently distributing your product (in-house or outside sales reps)
- How you are monitoring sales performance
- Defining your distribution outlets and who your target customer is
- Product trademark status
- Financial reporting
- Financing you already have in place and ways to improve cash flow
- Manufacturing capabilities either domestic or overseas
- Manufacturing agreements and what you need to know
- Costing and profit margins
- Logistics and getting your product from factory to customer
- Policies and procedures
- Personnel, and protecting yourself and your company from employment issues
- Goals, dreams and exit strategies
These are just a few of the many areas covered in the questionnaire. Once the interview is completed we move to phase 2.