The Company Summary Letter should give a status report of your company, and any other information that will help the group understand your company’s current needs.
Include information about areas of particular concern to you.
If there are more than one owner, we’d like to hear from both of them.
Don’t forget to include information about your life, family, hobbies, etc.. This is also very helpful information.
Include in each letter:
- Status of your commitments from last meeting
- Overall condition of company
- Marketing / lead flow / sales / backlog
- Financial management / status
- Administration
- Production
- Human Resources / personnel
- Personal issues
- Main concerns you want to address at this meeting
Use this Word document as your template: