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Proforma template word for organizations

a company profile is a business equivalent of a first date it's a first impression wrapped up in a professional summary that describes your business and what it does if you're just starting out knowing how to create a company profile can be the difference between getting funding or attracting potential customers and not my name is Tori I'm a marketing manager here at HubSpot and today I'm going to show you how to create a company profile step by step download our offer in the description for the free templates I'll be working from today you can use them to follow along with the video and for your business when you're done here alright let's get into it a company profile has many purposes but the two primary goals are to connect with customers and attract investors for funding opportunities with so much competition out there this is where you can show investors stakeholders and potential customers the true value of your company if Done Right companies can use these profiles to inform other parts of their business which may allow them to form Partnerships with other businesses Recruit new employees set company culture or sell more products and services step one what's your why before we can even get to the template you have to pause and ask yourself a very real and very important question what's the purpose of your company profile what's the main objective the answer to that will help guide your decision making process inform what content should be included and help tailor the tone of your profile for the audience that you actually want to communicate with for example if it's intended for customers then you may not want it to sound too stuffy or with a ton of data but if the goal is to attract investors it's absolutely essential to include data such as company Revenue customer retention product value propositions and any other performance metrics once you've chosen the tone it's time to let that choice dictate the style step two choose a style for your company profile there's no one-size-fits-all approach when it comes to the style and structure of your profile but let your business dictate what your needs are here if you're more of a traditional business stick with a traditional format prioritize data and lists and notable accomplishments but if you're in a more creative field like fashion or social media marketing then spruce up your profile with something unique and Visually appealing we offer a few different choices in our templates step three is your cover page here you want to include basic info this is how folks will get in touch with you after they see all of your amazing work that you've done here let's put in our location website URL contact info and establish date as you can see all of these documents are editable so you can just delete the existing text and replace it with your own number four is your company summary listen to me closely in this section you want to tell the story of your business writing your company summary should be an adventure full of all the juicy highs and lows of your business Journey so far if you're watching this video right now and you think your story isn't very exciting or that you don't have something original to share you're right there are tons of other entrepreneurs who are probably pitching the same product as you as we speak but nobody knows your story it takes more than technical details to wow readers authenticity is the key to success here so tell them who you are and why they should care here's a quick example of something you could say Tori's veggie Bagels was founded in 2016 and we have accomplished so much over the years to create a world where everyone can have access to high quality nutritious ingredients has always been our goal our founder and CEO Tori Bullock was inspired to start this company as a youth when he noticed his community didn't have high quality supermarkets at Tori's veggie Bagels we encourage our community to help solve food inequity one Bagel at a time step 5 company history this is where you can list the bullet points of the history of your business keep it in chronic logical order and though it will be very tempting don't list every single thing you've ever accomplished try to only include the most notable moments throughout your history while we do want to show a legacy of your business we don't want to bore the reader with 20 years worth of tabs readability and engagement are your biggest priorities here try to keep it to at least like six or seven bullet points step six meet the team this is where you can make your profile a bit more personal share the members that make up your team and provide a short overview of the team's experience and expertise by giving an insight into their background knowledge and qualifications it'll help lend credibility to your organization step 7 adding your mission values and vision this is another important section to spend some extra time focusing on for investors and customers alike seeing what you do and what you stand for can really help in adding more credibility and trust your mission statement is made up of three parts brand purpose brand value and brand goals to break that down a little bit more you need to ask yourself three questions what product or service do you provide to solve a customer's problem AKA how do you serve your customer who's your Target customer AKA who do you serve or sell to and why would your customers trust and buy from you over your competitors AKA what values make you different if you're shorter in time and intimidated by all the writing it may take to write a mission statement it can be as short as a sentence long for example let's say our goal is to provide young adults with the most nutritious veggie Bagels at the best possible market price without compromising quality your values are going to be the principles that guide your company's actions kind of like your North Star at HubSpot for example everything we do is defined with heart humble empathetic adaptable remarkable and transparent one of Google's top values is it's best to do one thing really really well in their own words dedication to improving search helps us apply what we've learned to new products like Gmail and Google Maps now take a second from me and think about what terms define your business is it boldness accountability creativity impact this not only builds appreciation from customers but also sets the tone for employees of the business a vision statement expresses your Brand's plan or vision for the future and potential impact on the world from create a better everyday life for the many people to ideas worth spreading over to be one of the world's leading producers and providers of entertainment and information no matter the business the vision statement represents an aspirational destination for the future think of it as something you want people to remember your business for future tense so if we were going to craft our own right now let's go with to be the world's most reliable veggie Bagel provider and enhance the nutrition of the world step eight what makes your company different saying you're better than the competition is one thing but proving it is another thing entirely this slide is part of your competitive analysis who are your direct competitors who are the companies selling similar products or Services if you're watching this video right now and you don't know who your competitors are you can easily find them by doing a quick Google search around your product or service so if you're making a new veggie Bagel product for example you could do a quick local search and look up healthy bagels near me then make a list of companies that have similar product types in target audience what products do they offer how are the products positioned what are the price points for this template since it's public facing don't actually put the name of your competitor instead just reference them as the competition so let's say that our competition has a massive budget brand recognition custom orders and is geared towards customers who can pay a higher price when it comes to our business I can say that we're more affordable and use healthy organic ingredients these are things that your employees investors and potential customers can align on step nine customer testimonials a customer testimonial is a great way to provide social proof to those viewing your profile by including product and service reviews from real customers investors and potential customers get the chance to confirm that not only does your product and service work but people love it it's also an opportunity to brag a bit about some of your most name worthy customers lastly step 10 Awards and recognition has your company ever been honored with any awards certifications or recognition if so this is the space to let the world know these accolades serve as undeniable proof that you're not just another their business on the Block but a true Beacon of Excellence make sure to display your success and Inspire people's trust in what your team your business and you stand for there you have it your very own company profile I'm so proud of you to wrap it all up ultimately when constructing a company profile it is absolutely crucial to carefully consider which components need highlighting in order to best reflect the desired message that's trying to be conveyed with thoughtful consideration each element should effectively serve its purpose in conveying the right story about who you are as an organization and what you hope to accomplish one veggie Bagel at a time did you find this content helpful if so comment below with your favorite tip don't forget to download our free offer and subscribe for more marketing insights until next time I can't find this client info have you heard of HubSpot HubSpot is a CRM platform so it shares its data across every application every team can stay aligned no out of sync spreadsheets or dueling 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