It is something that we often put off longer than we should, so today we are going to give you everything you need to review your business model and give it a spin with new ideas in order to improve your company’s market positioning. Once you have everything defined, it is also important to redesign the digital marketing strategy and create a company file where the main elements that define it appear, a fundamental base for Present products and/or services to customers and/or suppliers.
What is a company dossier?
The word “dossier” refers to a report or file in a general way. However, when we talk about a specific dossier for a company, we are referring to something much more specific, a report where to collect the most notable information of the company.
There are more basic company dossiers and others that are more complete. The ideal would be to create one for each type of user to which it is directed: press, bloggers, employees, customers, suppliers, shareholders, etc. However, to begin with, you can limit yourself to creating a multipurpose company dossier, that is, one that works for all types of interlocutors, like the one we have designed at Academia de Consultores so that you can download it for free and adapt it with your company’s information.
How to structure a company dossier?
The idea is to create a document that will help us to present the company, so the fundamental information What to include is:
- Company presentation: This section can include a description of it, its history, its mission, vision and values, the team that forms it, etc.
- Products and services: Indicate the basis of the business, that is, what is marketed, indicating and describing each of the products and/or services as well as their characteristics, added value, etc.
- Success stories: Describe the success stories of previous years, advertising campaigns, agreements with brands, high-ranking clients, etc.
- Contact: Contact information so that the person reviewing the dossier knows who to contact if they are interested in further information or doing business with the company.
These being the basic elements of a dossier to present your business, you may also value add others depending on who is the person to whom it is addressed. For example, the press may be interested in whether you have a Corporate Responsibility Program or if you are going to launch a really innovative product, employees will be interested in information about results, growth or internal training programs, customers will have a special interest in the products and/or services and even in the manufacturing process or method of application, suppliers will want information on special prices for them and shareholders will want to see results, numbers.
Tips for creating a company dossier
The structure is not everything, knowing what to say and how is very important for this document to be really useful. Take note of these tips!:
- Avoid superfluous information. uses fclear, simple and concise sentences. Forcefulness is essential.
- stands out the important thing with different colors of letters, bold or underlined.
- add a index simple where to have a summary of everything that will be found inside.
- Do not forget the visual appeal and adapt your dossier to the Corporate Identity of your brand.
- Use graphic resources so that the information is easily assimilated, such as graphics, photographs, infographics…
- Avoid occupying more than 10 pages. If you do more you will lose the attention of your interlocutor.
- if you include figures that are really remarkable. Do not make a page full of numbers, show the ones that interest the recipient of the dossier.
- To send it online, do it at screen format and in PDF (like the one you can download below for free).
- To deliver it by hand to your main clients or for important meetings, the ideal is to use a DINA4 format and careful printing and layout.
- It is important that the document show what your company really is or your interlocutor may feel cheated if it is not.
Download the free template to make your company dossier
Also, if you are looking for a particularly striking design for your presentation, I also recommend looking at slidescarnival.com for some templates with which you will further enhance the visual aspect of your business dossier.
I hope that our template and instructions will help you to create your business dossier for this year. If you have any questions when completing it, you can comment on this post and we will try to help you as soon as possible.