Welcome to the road less traveled!
What an exciting time in your business journey! We are so honored to be a part of it. In an effort to hit the ground running, we are happy to provide you with a seamless onboarding process below. For this process, you can expect to be provided with a number of preparatory steps, as well as be asked to provide a bit more background on you and your journey to date. This additional background information will support our carefully cultivated goodies for you and your business, as well as provide critical details required to the success of our proven business formula.
Onboarding Checklist
☐ Sign and return provided Work Statement
☐ Render payment for provided invoice
☐ Submit Crum Consulting W9 to established CPA
☐ Provide access to and/or email all available assets to Crum Consulting
☐ All branding files, including every logo file you have and your brand overview that contains your hex colors, as well as your brand voice specifications. For all logo files, please send PNG and AI/SVG file types.
☐ All company documentation; training program, checklists, processes, job descriptions, product/service specifications; everything you have.
☐ Financial reports for the last two years; I'd like to see both spend and revenue in the following views; by year, and by quarter, for each of the two years respectively. Do your best to get me what you have - doesn't have to be perfect to start out, I'll take care of refinement down the road.
☐ Execute onboarding form on this page. To avoid the web page timing out prior to completion, it is recommended to review the form and prepare answers prior to starting the submission.
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☐ Follow Crum Consulting and connect with Cole Crum on LinkedIn.