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Consulting Key Business Imperatives And Check Sheet

Do you need consulting but want to stick to specific topics without deviation? MultiSoft is happy to work with you on only what you want to focus on if that’s the goal. We call this Key Business Imperatives Consulting.

In these cases, the scope of work to be performed by the consultant is as instructed by the Client, and in the order of priority to the Client. The following list of “Key Business Imperatives” is meant only as an idea generator to assist the client in their priority decision process. Some items can be produced quickly; others may take more time.

The check marks below indicate the areas that Consultant believes Client should address first. The consultant will follow Clients immediate requirements in order of priority.

  • Description
  • Business Organization Orientation
  • Values Statement
  • Mission Statement
  • Vision Statement
  • Positioning Statement
  • Incorporation
  • Strategic Business Plan
  • Detailed Marketing Plan
  • Prepare Investment Memo/Business Plan
  • Corp. Res./Art. Of Inc./List of Officers/EIN
  • Core Competency Analysis
  • Key Measures (Performance Indicators)
  • Setup Bank Accounts
  • Accounts in Place and Operating
  • Issue Shares

Budget Development:

  • Budget Preparation
  • Manage Budget Administration

Corporate Administration and Operations:

  • Staff Hiring and Training
  • Office Administration
  • Leadership Development
  • Integration of Human Systems with Business Systems

Corporate Accounting:

  • Contract / In-House
  • Install G/L Software
  • Interface to MLM

Corporate Office Facilities:

  • Receive Proposals
  • Review Proposals, Lease Agreement Review, Execute
  • Furnishings
  • Office Equipment
  • Computers
  • Telephone System/FAX
  • Occupy New Office Facilities


  • Select & communicate with Legal Counsel
  • Corporate Structure
  • State Registrations
  • Employee Contracts/Non-Disclosure
  • Materials Review and edits
  • Inter-Company Contracts
  • Licensing Agreements

Software Systems

IT Database MLM System Development:

  • Initial Meeting
  • Compensation Plan Design & Technical Write-up
  • ACH/Electronic Funds Transfer consulting
  • Corporate and Distributor Reports consulting

Product Order Administration:

  • Fax-In/Sales/Data Entry
  • Internet Sales Orders/Data Entry

Web Gateway / ISA Interface:

  • Internet Gateway Interface and Consulting
  • SSL – Secure Socket Layer integration
  • Interface to Outsource Web & MLM

Distributor Call Center – (Business Support):

  • Retail Web Site Design & Build
  • Opportunity Web Site Design & Build
  • Distributor Back Office Consulting
  • Customer Service Training



Field/Internal Communications Development:

  • Scripts and Instructions
  • Documentation Access
  • Operational Message
  • Daily Voice Message

Marketing Avenues Development:

  • Logo, Materials, Promo
  • Completion of Communications Design
  • Obtain Corporate Style Guide for Corp Logo
  • Obtain Corporate Style Guide for Product Logo
  • Apply for Trademark for Product and Logos
  • MLM Website/Creative Development
  • Order Inventories
  • Inventories in Place

ISA Sales Kit:

  • Develop Contents List and Costs
  • Writing and Production
  • Completion of Materials Development
  • Order Inventories
  • Suggest additional services

Draft Remaining Documentation:

  • Compensation Plan for inclusion on the website
  • Distributor Agreement/Application Design
  • Distributor Manual
  • Distributor Support Training Material
  • ISA Registration Process
  • Product Order Form
  • Literature Order Form
  • Retail Sales Slip
  • AutoSHIP Form
  • Company Transfer Form
  • Stationery Order Form
  • Change of Address Form
  • Product Materials
  • Field Leader Program and Pre-Launch Plans
  • Marketing Launch Plans
  • Photography
  • Letter from the President
  • Company History
  • “Getting Started” Section
  • How To Build A Downline
  • Glossary of Terms
  • Motivational Forms
  • Corporate Letterhead
  • Corporate Envelopes
  • Corporate Business Cards

PowerPoint Presentations:

  • Compensation Plan Presentation
  • “The Black Belt Training Academy”

Marketing Launch:

  • Call Center in Place
  • Product in Place
  • Fulfillment Facility in Place
  • Materials/Kits in Place
  • ISA Support in Place
  • Distributor Communications Program in Place
  • Field Leader Program Installation
  • First Commissioning
  • Pre-Launch Consulting

Product(s) Development:

  • Market and Competition Studies
  • Final Report
  • Confidentiality and Non-Disclosure Agreements
  • Determine Formulation
  • Product Brochures


  • Contact Vendors for Proposals
  • Contract with Vendor
  • Set Up Management Processes
  • In Place/First Materials Delivered

Warehousing and Fulfillment:

  • Contact Vendors for Proposals
  • Contract with Vendor
  • Set up Management Processes
  • In Place/First Materials Inventoried

National Expansion:

  • Area Coordinator Letter
  • Area Coordinator Contract
  • National Expansion Program

International Expansion:

  • Area Coordinator Letter
  • Area Coordinator Contract
  • National Expansion Program
  • Legal review and sign off

Media Packet:

  • Sample Recruiting Adverts
  • Camera Ready Adverts for Distributors

Initial Consultation

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Basic Package

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Retainer Program

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Complete Start-Up Package

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Additional Days On-Site

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