Consulting

Consulting Key Business Imperatives & Check Sheet

The scope of work to be performed by the Consultant is solely as instructed by Client, and in the order of priority to the Client.

The following list of “Key Business Imperatives” is meant only as an idea generator to assist client in its priority decision process. Some items can be produced quickly; other may take more time.

The check marks below indicate the areas that Consultant believes Client should address first. Consultant will follow Clients immediate requirements in order of priority.

Key Business Imperatives & Check Sheet

The scope of work to be performed by Consultant is solely as instructed by Client, and in the order of priority to the Client. The following list of “Key Business Imperatives” is meant only as an idea generator to assist client in its priority decision process. Some items can be produced quickly; other may take more time.

 

The check marks below indicate the areas that Consultant believes Client should address first. Consultant will follow Clients immediate requirements in order of priority.

Description
Business Organization Orientation
Values Statement
Mission Statement
Vision Statement
Positioning Statement
Incorporation
Strategic Business Plan
Detailed Marketing Plan
Prepare Investment Memo/Business Plan
Corp. Res./Art. Of Inc./List of Officers/EIN
Core Competency Analysis
Key Measures (Performance Indicators)
Setup Bank Accounts
Accounts in Place and Operating
Issue Shares

Budget Development:

 

Budget Preparation
Manage Budget Administration

Corporate Administration and Operations:

 

Staff Hiring and Training
Office Administration
Leadership Development
Integration of Human Systems with Business Systems

 

Corporate Accounting:

 

Contract / In House
Install G/L Software
Interface to MLM

 

Corporate Office Facilities:

 

Receive Proposals
Review Proposals, Lease Agreement Review, Execute
Furnishings
Office Equipment
Computers
Telephone System/FAX
Occupy New Office Facilities

Legal:

 

Select & communicate with Legal Counsel
Corporate Structure
State Registrations
Employee Contracts/Non-Disclosure
Materials Review and edits
Inter-Company Contracts
Licensing Agreements

 

Software Systems

 

IT Database MLM System Development:

 

Initial Meeting
Compensation Plan Design & Technical Write-up
ACH/Electronic Funds Transfer consulting
Corporate and Distributor Reports consulting

 

Product Order Administration:

 

Fax In/Sales/Data Entry
Internet Sales Orders/Data Entry

 

Web Gateway / ISA Interface:

 

Internet Gateway Interface and Consulting
SSL – Secure Socket Layer integration
Interface to Outsource Web & MLM

Distributor Call Center – (Business Support):

 

Retail Web Site Design & Build
Opportunity Web Site Design & Build
Distributor Back Office Consulting
Customer Service Training

 

SALES & MARKETING

 

Field/Internal Communications Development:

 

Scripts and Instructions
Documentation Access
Operational Message
Daily Voice Message

 

Marketing Avenues Development:

 

Logo, Materials, Promo
Completion of Communications Design
Obtain Corporate Style Guide for Corp Logo
Obtain Corporate Style Guide for Product Logo
Apply for Trademark for Product and Logos
MLM Website/Creative Development
Order Inventories
Inventories in Place

 

ISA Sales Kit:

 

Develop Contents List and Costs
Writing and Production
Completion of Materials Development
Order Inventories
Suggest additional services

Draft Remaining Documentation:

 

Compensation Plan for inclusion on web site
Distributor Agreement/Application Design
Distributor Manual
Distributor Support Training Material
ISA Registration Process
Product Order Form
Literature Order Form
Retail Sales Slip
AutoSHIP Form
Company Transfer Form
Stationery Order Form
Change of Address Form
Product Materials
Field Leader Program and Pre-Launch Plans
Marketing Launch Plans
Photography
Letter from the President
Company History
“Getting Started” Section
How To Build A Downline
Glossary of Terms
Motivational Forms
Corporate Letterhead
Corporate Envelopes
Corporate Business Cards

PowerPoint Presentations:

Compensation Plan Presentation
“The Black Belt Training Academy”

Marketing Launch:

 

Call Center in Place
Product in Place
Fulfillment Facility in Place
Materials/Kits in Place
ISA Support in Place
Distributor Communications Program in Place
Field Leader Program Installation
First Commissioning
Pre-Launch Consulting

 

Product(s) Development:

 

Market and Competition Studies
Final Report
Confidentiality and Non-Disclosure Agreements
Determine Formulation
Product Brochures

 

Manufacturing:

 

Contact Vendors for Proposals
Contract with Vendor
Set Up Management Processes
In Place/First Materials Delivered

 

Warehousing and Fulfillment:

Contact Vendors for Proposals
Contract with Vendor
Set up Management Processes
In Place/First Materials Inventoried

 

National Expansion:

 

Area Coordinator Letter
Area Coordinator Contract
National Expansion Program

International Expansion:

 

Area Coordinator Letter
Area Coordinator Contract
National Expansion Program
Legal review and sign off

Media Packet:

Sample Recruiting Adverts
Camera Ready Adverts for Distributors