Client Onboarding Packet Guide for Startups

CLIENT
ONBOARDING
PACKET
www.startupwithnicole.com
Marketing & Sales
Strategy and
Management
Startups &
Small Business
Consulting
Corporate
Innovation &
Executive Training

Client Onboarding Packet
FOR 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 to
use; I want to help people grow in knowledge and confidence. That
purpose pours into Start-Up with Nicole. My marketing and
business consulting company wants to use its knowledge,
experience, and innocent ignorance to see your business in a new
way. We want to provide access to the resources you need to start
and grow your business, whether you are an early-stage startup, a
growing small business, or an innovating corporation looking to
build something new. Start-Up with Nicole wants to help you feel
confident in the direction your business is going.
PURPOSE

What if all it took to find success was someone showing you the
way? That’s how we see our business – the flashlight in the dark,
guiding you to your destination. What if, by hiring a consultant, you
learned a skill or got new insight, allowing you to move your
company to the next level, scaling it, and your revenue, up. Start-Up
with Nicole does just that. We take our decades-plus years of
experience, and infuse the best practices into your business,
supporting you each step of the way. What if your consultant felt
more like a partner? We work hard to make your business my
priority. We take ownership of what we can offer, and we treat you
like an equal partner in the decisions regarding your business. We
become full invested in your company’s future with each piece of
advice 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 a
real, successful, well-known business.
WHAT IF?

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

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

We are a small company, but we are also a capable company. We
are a knowledgeable company. Our team promises that every piece
of advice and every resource created is originated from copious
amounts of research, effort, and heart. We promise to learn
everything we can about you, your life, and your business in order to
offer the best of everything we can offer. We promise to follow
through, to create, to teach, to learn, and to provide. We promise our
best, in everything, every time.
OUR PROMISE

I had my first consulting client in 2003 when a mentor of mine
approached me with an opportunity: they had recently invested in a
hand-full of companies that needed a better plan for strategic
growth. My mentor coached me through the process of figuring out
what was broken, and left it up to me to fix it. No pressure, right?
Apparently, he thought I was capable, and the arrangement worked
out - within 6 months, 3 of the companies were turned around and
were making over $1 million per year the following year. Over the
past decade, I have learned from the best, read every book I could
get my hands on, attended conference after conference, and talked
to every business owner at every level I could. I have also worked
hard to understand the fast-changing marketing and sales landscape
in order to educate my clients on the best ways to reach their
customers and make sales.
HOW LONG HAVE YOU BEEN DOING WHAT YOU’RE
DOING AND HOW DID YOU BECOME AN EXPERT IN
STRATEGIC GROWTH AND BUSINESS CONSULTING?

My clients vary widely from industry to industry, from sole
proprietors to enterprise corporations. Most of my clients are early-
stage e-commerce startups that need to learn skills and gain access
to resources to build and grow their business. My largest growing
client base are major corporations that need help training innovative
teams and company decision-makers on how to grow their existing
business by creating micro-companies or startups. My clients are
creative, techonologically-motivated businesses that need an
outside set of eyes to help them learn what they do differently or
better. I love working with businesses of all sizes, who need a little
help with business and/or marketing strategy in order to build or
grow their company.
WHO ARE YOUR CLIENTS?

A few benefits of working with me is that I don't shy away from a
challenge, I love to learn and research new things, and I have enough
experience to figure new industries out - in fact, I LOVE it! If I haven't
worked within your industry, then I will learn it as best as I can, plain
and simple. Chances are, I will ask more questions to learn more,
which will make the partnership between your company and me even
better! I also won't ever make the mistake of thinking that I
understand anything 100% (or at all) - I find that this approach allows
me to see every situation and problem with a fresh perspective. Only
then do I let my experience kick in to lead us to a solution.
WHAT HAPPENS IF YOU HAVEN’T WORKED WITH
BUSINESSES IN MY INDUSTRY?

As a client once said, working with me is more like working with a
partner. I care about your business and want to see it grow and gain
success. Imagine that I am the caretaker of your newborn - you want
someone who has experience, someone you can trust, and someone
who will always have the best interest of your baby in the forefront of
their mind. That's how I approach every client and startup I work
with.
HOW ARE YOU DIFFERENT FROM OTHER BUSINESS
CONSULTANTS?
WHAT TYPE OF PERSONALITY DO YOU WORK WITH
BEST AND WHAT IS EXPECTED OF ME?
I work best with companies and individuals who like to bring their
best effort to every day.; people who like challenges and aren't afraid
to get their hands dirty. When a client is willing to put in the time
and effort to grow and improve their business, that comes through in
every interaction we have, because I bring that effort every time.

If you are looking for someone who you can pawn the bulk of the
effort 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 that
doesn't want to put in the effort that is needed.
FOR WHAT TYPE OF PERSONALITY IS THIS NOT GOING
TO WORK?
WHAT PACKAGES DO YOU OFFER?
I tailor my packages to meet your business needs. In our
partnership, we won't discuss the best package until after at least an
initial strategic planning session because I want to make sure that
I'm the right fit for your business and its needs. Then, we will figure
out 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 with
Nicole team who is helping me to research and create programs for
your business. I do work with other consultants and freelancers,
especially on long-term marketing strategy projects, but you will
always 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 my
travel, then it is possible for us to meet. Most of my sessions are
done 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 needs
of the company, so two sessions are never the same. Depending on
your needs, we will build from the ground up. If you are an early-
stage startup, then we will start with your business model and will
work through building a business step-by-step until your business is
ready for growth strategy. If you are a small business that is looking
to overcome stagnancy, then we will start with an evaluation and
build a strategy to fix and grow your business, with frequent
evaluations of best practices. If you are a large company looking to
create new product divisions or new businesses under your
corporation, then we will work to train anyone involved directly with
the new venture or any executive-level gatekeepers on how to gain
the best results. If you need me to plan and manage a marketing and
sales strategy for your company, then I will fill you in on every step
of the process, the data and results, and any decisions we need to
make regularly. If it relates to business and is a need for your
success, we will cover it!
WHAT WILL WE COVER IN OUR WORK TOGETHER?

Over the past several years, I have developed great tools for
building, fixing, and growing businesses. I integrate these resources
into our strategy in order to create a plan that will work for your
business. Since I tailor my approach for each business, and no two
clients are alike, this process looks different for everyone. My
investigative and research processes are about all that stays the
same - as thorough as possible.
DO YOU HAVE A SPECIFIC PROCESS?
WHAT RESULTS CAN I EXPECT TO GET OUT OF OUR
WORK TOGETHER?
The number one result that you can expect to get is confidence in
your business and the plan to make it a success. With that, you will
see a scalability plan for growth, more clients and customers, a
higher potential for investment opportunities, higher company
exposure, and a strategy that will help you build a company that last.

There are different packages and plans we can work with to make it
affordable. I understand that the investment in your business can be
difficult, but evaluate what you will lose in time loss, mistakes and
failures, and momentum if you don't work with the right consult.
I KNOW I NEED HELP, BUT I CAN’T AFFORD IT RIGHT
NOW
HOW ARE PAYMENTS MANAGED?
Payments will be invoiced through Freshbooks. They accept all
major credit cards and can link right to your bank account, which
makes it a convenient way to manage payments. If you prefer to pay
by check, then you will be able to submit it to the address on your
signed contract. Checks MUST be made out to Nicole Royer in order
to be processed.

For consulting clients, every session will end with at least one major
focus and a list of action items. Your experience with me will not be
successful 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 my
team will contact you as soon as they can (8am - 5pm Monday-Friday
Eastern time). If you require a conversation that needs to happen
outside of email (more than a quick question or something that can't
be answered within 2 sent emails), then please also send me your
phone availability for the next 2 days so that I can schedule a time to
chat with you.

Thank you so much for allowing me to be a part of your business.
Send me an email: nicole@startupwithnicole.com or give me a phone
call: (989) 272-2934 - I'll send you an onboarding worksheet and
calendar 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 clients
weekly or biweekly. For marketing and sales clients, as well as more
in-depth consulting clients, we will likely be talking 2-3 times per
week.

Services We Offer
MARKETING & SALES STRATEGY AND MANAGEMENT
Includes Traditional Marketing, Digital Marketing,
Guerrilla Marketing, and Inbound Marketing & Sales
Web Content Consulting
Email Marketing
Content & Blogging
Marketing Collateral
On- and Off-site Advertising
Search Engine Marketing & Optimization
Influencer Outreach
Social Media & Automation
Branding & Brand Management
Public Relations & Communications
Sales Pipeline Planning
Lead Generation, Nurtuting, and Management
3-MONTH, 6-MONTH, AND 12-MONTH PACKAGES
Business Development
Organic Growth
Local & Regional Strategy
Analytics & Data Management
Target Audience Identification Research
Competitor Analysis & Research
Strategic Planning
Trade Show & Event Marketing
Brand Positioning
Creative Services & Graphic Design
Campaign Management

Services We Offer
STARTUPS & SMALL BUSINESS CONSULTING
Ideation & Brainstorming
Brand & Company Identity
Valuation, Funding, & Pitch Planning
Reputation Management
Crisis Management
Team Building & Culture
ECommerce & SaaS Strategy
Networking
INITIAL CONSULTATION +
5- OR 10- SESSION PACKAGES
Mission & Values Planning
Leadership Training
Non-Profit Management
Productivity & Time Management
Developing & Dissolving Partnerships
Marketing & Sales Strategy
Tailored Workshops
Family Business & Succession Planning
CORPORATE INNOVATION & EXECUTIVE TRAINING
Team Building
Overcoming Corporate Bureaucracy
Managing Multiple Generations
Creativity & Innovation Training
Intrapreneur Training
PLEASE CALL FOR PRICING
Tailored Workshops
Everything DISC & The Five Behaviors of a
Cohesive Team Training
SPRINT Training
Entrepreneurial StrengthFinders Training

Client Onboarding Packet Guide for Startups

Recomendados

Recomendados

Mais conteúdo relacionado

Mais procurados

Mais procurados (17)

Destaque

Destaque (15)

Semelhante a Client Onboarding Packet Guide for Startups

Semelhante a Client Onboarding Packet Guide for Startups (20)

Client Onboarding Packet Guide for Startups