RTAD

What should a company profile include? A practical checklist

A useful company profile explains who you serve, what you do and how a prospective customer can take the next step. Start with accurate information, then organize it before design.

Identify the reader and purpose

Will you send the profile to a prospective customer, a procurement team or a potential partner? Write its purpose in one sentence and choose the three services you most want to explain. A company profile does not automatically replace a quotation or the qualification documents requested by a particular organization.

Gather accurate business information

Supply the business name, a factual introduction, service descriptions, contact details, logo and images you have permission to publish. Include founding dates, licenses and certificates only when the details are documented and suitable for publication. Do not fill missing information with invented client names or unsupported claims.

An example eight-page outline

Adapt this outline to the information you have. Every page should help the reader make a decision.

  1. Cover: business name, logo and a short description.
  2. Introduction: who you serve and the needs you address.
  3. Core services: clear names and concise explanations.
  4. Service details: scope and customer deliverables.
  5. Process: inquiry, agreement, execution and review.
  6. Work or experience: genuine examples you may publish; otherwise explain your delivery process.
  7. Supporting information: relevant team experience, capabilities or documented certificates.
  8. Contact: phone, email, website and the next step.

Write a useful service description

Answer three questions: who is it for, what do you do, and what does the customer receive? A general example is: “We prepare company profiles for service businesses, organize their supplied information and deliver a PDF within the agreed scope.” Replace that example with your own business details and avoid promises you cannot substantiate.

Company profile or presentation?

A company profile introduces the business and can be read independently. A presentation is usually structured around a particular topic, meeting and audience. The two can share information and branding, but converting one into the other may require restructuring and a separate scope.

Agree on the deliverables before design

Confirm the page count, language, available materials, file formats and deadline. RTAD’s company profile package includes writing and design for up to eight pages, two revision rounds and PDF delivery. An editable design file is not automatically included. Additional pages or formats must be agreed separately.

Review before approving the file

Check the spelling of the business name, service names, figures and contact details. Confirm permission to use images and logos. Open the PDF on a phone to review readability and page order. Group feedback by page number so the two agreed revision rounds can address it efficiently.