Business Credibility Packet Customization Cheat Sheet
Business Credibility Packet Customization Cheat Sheet (New Investor) This document will assist you with customizing the Business Credibility Packet so that it best represents your individual company model and mission. In each section below, we’ve noted the items on each page that should be modified to include your own content, images, logos, titles, etc. To ensure that you have fully customized this Business Credibility Packet, we suggest that you check off each item as completed. COVER PAGE (2 items to customize)
o Replace placeholder that reads “INSERT YOUR COMPANY LOGO HERE” with your own company logo o Replace generic title that reads “A REAL ESTATE SOLUTIONS COMPANY” with your own title TABLE OF CONTENTS (1 item to customize) Page 2: o Insert industry-‐related image (see Graphic Pack: “COUPLE SHAKING HANDS WITH AGENT” or use your own) WHO ARE WE? (6 items to customize) Page 3: o Replace RED text with your own company information o Insert industry-‐related image (see Graphic Pack image: “MOUNTAIN TOP” or use your own) Page 4: o Insert photo of you and/or your team (if you don’t have one, delete the photo placeholder boxes) o Replace RED text with your own team names and your brief company story/history Page 5: o Replace RED text with your own company name o Replace placeholders that read “INSERT YOUR COMPANY PHOTO HERE” with your own company photos. OUR BUSINESS MODEL (6 items to customize) Page 6: Replace RED text with your company name Page 7: Insert industry-related image (see Graphic Pack image: “BAG OF MONEY” or use your own) Page 8: Insert industry-related image (see Graphic Pack image: “WRITING NUMBERS” or use your own) Page 9: Replace RED text with your company name Replace the placeholder that reads “INSERT YOUR COMPANY MARKETING PHOTO HERE” with your company marketing photo (if you don’t have one, delete the placeholder photo boxes) Page 10: Insert industry-related image (see Graphic Pack image: “SOLD HOUSE TO COUPLE” or use your own) SCOPE OF WORK (1 item to customize) Pages 11-‐15 (this section is optional):
o If you have your own sample Scope of Work, you should replace the sample included (TIP: If you use your own sample Scope of Work, you may need to add/delete blank pages, depending on the length) TAKING THE NEXT STEPS (2 items to customize) Page 16: o Replace RED text with company email address o Insert industry-‐related image (see Graphic Pack image: “BUSINESS MEETING” or use your own)
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o Replace placeholder that reads “INSERT YOUR COMPANY LOGO HERE” with your own company logo o Replace generic title that reads “A REAL ESTATE SOLUTIONS COMPANY” with your own title TABLE OF CONTENTS (1 item to customize) Page 2: o Insert industry-‐related image (see Graphic Pack: “COUPLE SHAKING HANDS WITH AGENT” or use your own) WHO ARE WE? (6 items to customize) Page 3: o Replace RED text with your own company information o Insert industry-‐related image (see Graphic Pack image: “MOUNTAIN TOP” or use your own) Page 4: o Insert photo of you and/or your team (if you don’t have one, delete the photo placeholder boxes) o Replace RED text with your own team names and your brief company story/history Page 5: o Replace RED text with your own company name o Replace placeholders that read “INSERT YOUR COMPANY PHOTO HERE” with your own company photos. OUR BUSINESS MODEL (6 items to customize) Page 6: Replace RED text with your company name Page 7: Insert industry-related image (see Graphic Pack image: “BAG OF MONEY” or use your own) Page 8: Insert industry-related image (see Graphic Pack image: “WRITING NUMBERS” or use your own) Page 9: Replace RED text with your company name Replace the placeholder that reads “INSERT YOUR COMPANY MARKETING PHOTO HERE” with your company marketing photo (if you don’t have one, delete the placeholder photo boxes) Page 10: Insert industry-related image (see Graphic Pack image: “SOLD HOUSE TO COUPLE” or use your own) SCOPE OF WORK (1 item to customize) Pages 11-‐15 (this section is optional):
o If you have your own sample Scope of Work, you should replace the sample included (TIP: If you use your own sample Scope of Work, you may need to add/delete blank pages, depending on the length) TAKING THE NEXT STEPS (2 items to customize) Page 16: o Replace RED text with company email address o Insert industry-‐related image (see Graphic Pack image: “BUSINESS MEETING” or use your own)
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