Full Client Onboarding Packet Sample

C L I E N TO N B O A R D I N G

P A C K E T

w w w . s t a r t u p w i t h n i c o l e . c o m

M a r k e t i n g & S a l e sS t r a t e g y a n dM a n a g e m e n t

S t a r t u p s &S m a l l B u s i n e s s

C o n s u l t i n g

C o r p o r a t eI n n o v a t i o n &

E x e c u t i v e T r a i n i n g


Client Onboarding PacketFOR PERSPECTIVE CLIENTS

Current as of November 1st, 2016

Start- Up with Nicole Manifesto

Client Onboarding Q & A

Overview of Services


Why Start-Up with Nicole?

My purpose in life is to help. I want to be a resource for people touse; I want to help people grow in knowledge and confidence. Thatpurpose pours into Start-Up with Nicole. My marketing andbusiness consulting company wants to use its knowledge,experience, and innocent ignorance to see your business in a newway. We want to provide access to the resources you need to startand grow your business, whether you are an early-stage startup, agrowing small business, or an innovating corporation looking tobuild something new. Start-Up with Nicole wants to help you feelconfident in the direction your business is going.

PURPOSE



What if all it took to find success was someone showing you theway? That’s how we see our business – the flashlight in the dark,guiding you to your destination. What if, by hiring a consultant, youlearned a skill or got new insight, allowing you to move yourcompany to the next level, scaling it, and your revenue, up. Start-Upwith Nicole does just that. We take our decades-plus years ofexperience, and infuse the best practices into your business,supporting you each step of the way. What if your consultant feltmore like a partner? We work hard to make your business mypriority. We take ownership of what we can offer, and we treat youlike an equal partner in the decisions regarding your business. Webecome full invested in your company’s future with each piece ofadvice or resource created. What if your idea is the next best thing? You would want to work with someone who could take that idea to areal, successful, well-known business.

WHAT IF?



Every company claims to be “different.” We wish there was a betterway to explain it, but Start-Up with Nicole is too. We are change-makers. Innovators. Students. Instead of pretending that weunderstand every aspect of business, we understand that we knownext to nothing. We ask questions. We learn your methods andcreative processes. We know that there is no “one size fits all” whenit comes to business – to YOUR business. We don’t create a cookie-cutter session, because we know that doesn’t work. Besides, it’smore fun to tailor our approach to actually fit your needs. Start-Upwith Nicole is distinctive – we create platforms with options. Wecreate packages with levels. We create plans that make sense foryour company. We aren’t pushy; we aren’t conventional; we areextraordinary, and we create extraordinary outcomes.

THE DIFFERENCE



Our beliefs and what we stand for touches every aspect of ourbusiness. Start-Up with Nicole believes that there are no bad ideas,only bad strategies. We believe that knowledge is power, and it isour job to share the wealth. We believe that we aren’t the best optionfor all businesses, but will create the best outcomes for thebusinesses that work with us. We believe that rules are made to bebroken. We want to incorporate the leading ideas into what we offer. We take our own personal and business growth serious, so wecommit to continued education opportunities. We believe in ourclients and customers. We believe that with a little help, they canfind success.

PRINCIPLES



We are a small company, but we are also a capable company. Weare a knowledgeable company. Our team promises that every pieceof advice and every resource created is originated from copiousamounts of research, effort, and heart. We promise to learneverything we can about you, your life, and your business in order tooffer the best of everything we can offer. We promise to followthrough, to create, to teach, to learn, and to provide. We promise ourbest, in everything, every time.

OUR PROMISE



I had my first consulting client in 2003 when a mentor of mineapproached me with an opportunity: they had recently invested in ahand-full of companies that needed a better plan for strategicgrowth. My mentor coached me through the process of figuring outwhat was broken, and left it up to me to fix it. No pressure, right? Apparently, he thought I was capable, and the arrangement workedout - within 6 months, 3 of the companies were turned around andwere making over $1 million per year the following year. Over thepast decade, I have learned from the best, read every book I couldget my hands on, attended conference after conference, and talkedto every business owner at every level I could. I have also workedhard to understand the fast-changing marketing and sales landscapein order to educate my clients on the best ways to reach theircustomers and make sales.

HOW LONG HAVE YOU BEEN DOING WHAT YOU’REDOING AND HOW DID YOU BECOME AN EXPERT INSTRATEGIC GROWTH AND BUSINESS CONSULTING?



My clients vary widely from industry to industry, from soleproprietors to enterprise corporations. Most of my clients are early-stage e-commerce startups that need to learn skills and gain accessto resources to build and grow their business. My largest growingclient base are major corporations that need help training innovativeteams and company decision-makers on how to grow their existingbusiness by creating micro-companies or startups. My clients arecreative, techonologically-motivated businesses that need anoutside set of eyes to help them learn what they do differently orbetter. I love working with businesses of all sizes, who need a littlehelp with business and/or marketing strategy in order to build orgrow their company.

WHO ARE YOUR CLIENTS?



A few benefits of working with me is that I don't shy away from achallenge, I love to learn and research new things, and I have enoughexperience to figure new industries out - in fact, I LOVE it! If I haven'tworked within your industry, then I will learn it as best as I can, plainand simple. Chances are, I will ask more questions to learn more,which will make the partnership between your company and me evenbetter! I also won't ever make the mistake of thinking that Iunderstand anything 100% (or at all) - I find that this approach allowsme to see every situation and problem with a fresh perspective. Onlythen do I let my experience kick in to lead us to a solution.

WHAT HAPPENS IF YOU HAVEN’T WORKED WITHBUSINESSES IN MY INDUSTRY?



As a client once said, working with me is more like working with apartner. I care about your business and want to see it grow and gainsuccess. Imagine that I am the caretaker of your newborn - you wantsomeone who has experience, someone you can trust, and someonewho will always have the best interest of your baby in the forefront oftheir mind. That's how I approach every client and startup I workwith.

HOW ARE YOU DIFFERENT FROM OTHER BUSINESSCONSULTANTS?

WHAT TYPE OF PERSONALITY DO YOU WORK WITHBEST AND WHAT IS EXPECTED OF ME?I work best with companies and individuals who like to bring theirbest effort to every day.; people who like challenges and aren't afraidto get their hands dirty. When a client is willing to put in the timeand effort to grow and improve their business, that comes through inevery interaction we have, because I bring that effort every time.



If you are looking for someone who you can pawn the bulk of theeffort on, this won't work. I cannot manage your business for you;only teach and advise you on how to create and grow your company. As hard as I try, I cannot compensate for a business owner thatdoesn't want to put in the effort that is needed.

FOR WHAT TYPE OF PERSONALITY IS THIS NOT GOINGTO WORK?

WHAT PACKAGES DO YOU OFFER?

I tailor my packages to meet your business needs. In ourpartnership, we won't discuss the best package until after at least aninitial strategic planning session because I want to make sure thatI'm the right fit for your business and its needs. Then, we will figureout what works best for your business and your budget.



Yes! I will always be your contact for consultations. Occasionally,you may see communications with a member of the Start-Up withNicole team who is helping me to research and create programs foryour business. I do work with other consultants and freelancers,especially on long-term marketing strategy projects, but you willalways get your information straight from me.

DO I ALWAYS GET TO WORK WITH YOU?

DO WE MEET IN PERSON?If you are in the Great Lakes region, or are willing to compensate mytravel, then it is possible for us to meet. Most of my sessions aredone via Skype or phone, but I love meeting my clients in person.



This varies from client to client - I tailor every session to fit the needsof the company, so two sessions are never the same. Depending onyour needs, we will build from the ground up. If you are an early-stage startup, then we will start with your business model and willwork through building a business step-by-step until your business isready for growth strategy. If you are a small business that is lookingto overcome stagnancy, then we will start with an evaluation andbuild a strategy to fix and grow your business, with frequentevaluations of best practices. If you are a large company looking tocreate new product divisions or new businesses under yourcorporation, then we will work to train anyone involved directly withthe new venture or any executive-level gatekeepers on how to gainthe best results. If you need me to plan and manage a marketing andsales strategy for your company, then I will fill you in on every stepof the process, the data and results, and any decisions we need tomake regularly. If it relates to business and is a need for yoursuccess, we will cover it!

WHAT WILL WE COVER IN OUR WORK TOGETHER?



Over the past several years, I have developed great tools forbuilding, fixing, and growing businesses. I integrate these resourcesinto our strategy in order to create a plan that will work for yourbusiness. Since I tailor my approach for each business, and no twoclients are alike, this process looks different for everyone. Myinvestigative and research processes are about all that stays thesame - as thorough as possible.

DO YOU HAVE A SPECIFIC PROCESS?

WHAT RESULTS CAN I EXPECT TO GET OUT OF OURWORK TOGETHER?

The number one result that you can expect to get is confidence inyour business and the plan to make it a success. With that, you willsee a scalability plan for growth, more clients and customers, ahigher potential for investment opportunities, higher companyexposure, and a strategy that will help you build a company that last.



There are different packages and plans we can work with to make itaffordable. I understand that the investment in your business can bedifficult, but evaluate what you will lose in time loss, mistakes andfailures, and momentum if you don't work with the right consult.

I KNOW I NEED HELP, BUT I CAN’T AFFORD IT RIGHTNOW

HOW ARE PAYMENTS MANAGED?

Payments will be invoiced through Freshbooks. They accept allmajor credit cards and can link right to your bank account, whichmakes it a convenient way to manage payments. If you prefer to payby check, then you will be able to submit it to the address on yoursigned contract. Checks MUST be made out to Nicole Royer in orderto be processed.



For consulting clients, every session will end with at least one majorfocus and a list of action items. Your experience with me will not besuccessful unless this is completed. I will also have "homework"every session and will be sure to come prepared.

DO I HAVE TO DO HOMEWORK?

DO I HAVE ACCESS TO YOU BETWEEN SESSIONS?

Yes - please feel free to email me at any time. Someone from myteam will contact you as soon as they can (8am - 5pm Monday-FridayEastern time). If you require a conversation that needs to happenoutside of email (more than a quick question or something that can'tbe answered within 2 sent emails), then please also send me yourphone availability for the next 2 days so that I can schedule a time tochat with you.



Thank you so much for allowing me to be a part of your business.Send me an email: [email protected] or give me a phonecall: (989) 272-2934 - I'll send you an onboarding worksheet andcalendar availability so that we can get started.

I’M IN! WHAT ARE THE NEXT STEPS?

HOW OFTEN DO WE MEET?

I can meet as often as needed, but typically I meet with clientsweekly or biweekly. For marketing and sales clients, as well as morein-depth consulting clients, we will likely be talking 2-3 times perweek.


Services We Offer

MARKETING & SALES STRATEGY AND MANAGEMENTIncludes Traditional Marketing, Digital Marketing,

Guerrilla Marketing, and Inbound Marketing & Sales

Web Content ConsultingEmail MarketingContent & BloggingMarketing CollateralOn- and Off-site AdvertisingSearch Engine Marketing & OptimizationInfluencer OutreachSocial Media & AutomationBranding & Brand ManagementPublic Relations & CommunicationsSales Pipeline PlanningLead Generation, Nurtuting, and Management

3-MONTH, 6-MONTH, AND 12-MONTH PACKAGES

Business DevelopmentOrganic GrowthLocal & Regional StrategyAnalytics & Data ManagementTarget Audience Identification ResearchCompetitor Analysis & ResearchStrategic PlanningTrade Show & Event MarketingBrand PositioningCreative Services & Graphic DesignCampaign Management


Services We OfferSTARTUPS & SMALL BUSINESS CONSULTING

Ideation & BrainstormingBrand & Company IdentityValuation, Funding, & Pitch PlanningReputation ManagementCrisis ManagementTeam Building & CultureECommerce & SaaS StrategyNetworking

INITIAL CONSULTATION +5- OR 10- SESSION PACKAGES

Mission & Values PlanningLeadership TrainingNon-Profit ManagementProductivity & Time ManagementDeveloping & Dissolving PartnershipsMarketing & Sales StrategyTailored WorkshopsFamily Business & Succession Planning

CORPORATE INNOVATION & EXECUTIVE TRAININGTeam BuildingOvercoming Corporate BureaucracyManaging Multiple GenerationsCreativity & Innovation TrainingIntrapreneur Training

PLEASE CALL FOR PRICING

Tailored WorkshopsEverything DISC & The Five Behaviors of aCohesive Team TrainingSPRINT TrainingEntrepreneurial StrengthFinders Training

Full Client Onboarding Packet Sample

Documents

Transcript of Full Client Onboarding Packet Sample