The Client Report
Your team will create a 10-20 page client report based on the consulting work you’ve completed with your client. Included in the report will be:
Your client’s company narrative to provide background and context for your project,
Company Overview (Arturo)
Elton’s Story – Narrative
Newspaper articles
An overview of your team, their background, and areas of expertise as applies to the project (Alyssa)
Identification of the problem/challenge you addressed and explanation of how that problem/challenge was identified (Scott),
Problem: Lack of financial data / understanding of importance of financial docs
Challenge: Create template for maintaining financial docs
Challenge: Build a Franchise Plan
A report of your data collection and analysis relative to the identified challenge
Industry Analysis (Mike)
Customer Analysis (Alyssa)
Competitive Analysis (Alyssa)
Trademark Drinks
Trademark the Boba making process
A report of your findings relative to your data collection and analysis, and
Industry Analysis (Mike)
Customer Analysis (Alyssa)
Competitive Analysis (Alyssa)
Trademark Drinks
Trademark the Boba making process
Your recommendations including their financial impact.
Marketing Plan (Richard)
Target Market
Branding
Expansion
Operations Plan (Richard)
Supply Chain and Logistics(Richard Padilla)
Store Operations (Richard Padilla)
Inventory Tracking using square software
Confirm what plan Elton has on Square (free, plus or premium)
Customer Service and Engagement
Order fulfillment
Standard Procedures documented
Training/Staff (Alyssa)
Sample Solution
