5 Steps to Create a Company Dossier
What is a company dossier?
A company dossier is a corporate document whose purpose is to present the company,
exposing its most relevant data and characteristics, in a reduced and
attractive way.
The company dossier, as a business tool, is often used as a cover letter for new
clients. It is very common for sales employees to give their new prospects a
company dossier when engaging in a conversation. As well as, it is common to
deliver a company dossier at the stands of business fairs.
If your
company does not yet have a company dossier, then we explain next how to create
a company dossier, as well as what a company dossier should include. In this
way, you will not spend another year without this important corporate document.
What MUST include a company dossier?
A company dossier consists of 5 main sections. In our digital marketing agency we recommend structuring a company dossier as follows:
Section 1:
Company
Introduction
In this initial part of the
company dossier you will have to capture information about the history,
mission, values, vision, objectives and work team of your company. Let them
know who you are and what your company does. We recommend a maximum of 4 pages
for this section.
Define the purpose of the company dossier
The first step in making a
company dossier is to determine what its purpose is. What we want to say and
what we want to achieve. Talk to your team, ask them what information about
your company is more relevant to your customers, and what content or statistics
would help them get more customers. Make a small internal “Brainstorming.”
Section 2:
Presentation
of products or services
In this second section, you must
present your products or services in the best possible way. We recommend
including a brief description of each one, as well as its main features and /
or prices (not mandatory). We recommend a maximum of 2 pages for this section.
Determine the structure of the company dossier
From there, we will proceed to create the structure of the company
dossier. We will define how many pages and which sections we will need. We
recommend that the company dossier does not exceed 10 pages. Remember that the
dossier must be a short presentation of the company.
Next, we will proceed to write
the content that we will include in the dossier, as well as to collect the
images that will be included on each page: logos, photos of founders and / or
employees, photos of the offices, photos of the services or products, etc…
Try to make the included texts
clear and easy to understand. Include positive and winning phrases about your
business.
Section 3:
Important
statistics of your business
Create attractive graphics that
reflect important statistics of your business. Ex: total number of clients,
number of services provided, total of countries with which they do business,
etc … We recommend a maximum of 2 pages for this section.
Design the company dossier
After having all the structure
created in the dossier, including content and images, we will proceed to select
the indicated platform to create our company dossier.
There are many ways on how to
create a company dossier. You can choose to create the dossier using Power
Point, Canva, PhotoShop or Illustrator. Choose the platform
that is easiest for you to use. Keep in mind that when creating a dossier,
colors may change at the time of printing. Therefore, be sure to select the
appropriate color range to avoid dislikes.
Section 4:
Credibility
In this section you can choose
to include achievements and company awards. As well as certifications obtained
that give credibility to customers that they can count on you. You can also
play with including testimonials and logos of current customers. We recommend a
maximum of 1 page for this section.
Final tests and printing
The next step in the procedure
of how to create a company dossier is to carry out printing tests. Send the
company dossier to your favorite print shop and perform printing tests before
printing all the dossiers. Printing mistakes often occur that make the company
dossier not look professionally finished. That is why we insist that you pay
attention to this step.
Once the tests have been carried
out satisfactorily, proceed to print the number of company dossier you need. We
recommend having at least 100 company dossiers on the first run. Then you can
print more. We recommend this because spelling errors are often detected in
company dossiers and it would not be nice to have printed 2000 company dossiers
and have to show them to your customers with errors.
Section 5:
Contact information
Finally, we recommend assigning
a page for contact information. Include your basic information: address,
telephone, website, opening hours, among others. We recommend a maximum of 1
page for this section.
Company dossier distribution
Finally, the
last step of the process of how to create a company dossier consists of
delivering the dossiers to your sales team so that they deliver to their
prospects. Place a few in the reception of your company and also proceed to
perform the process of digitizing the company dossier. This means, on your
website, you must make it possible for your website visitors to download the
company dossier. In this way, you will have the company dossier in 2 ways:
printed and digital. If you need help with the digitalization process of the
dossier, contact us and we will
help you.
