We are not very fond of static presentations like powerpoints or brochures, especially as our deliverables are as much a process as documents, but let’s try to give you a flavor of the US Expansion package through some screenshots below. We are also happy to set up a video call to walk you through these deliverables and to identify the value we can bring to your expansion project.
Week 1 – Discovery and preliminary business roadmap:
We invite all our clients to create a TradeSherpa account on our platform to get a preliminary (yet already customized) business roadmap that we use as a basis for conversation. This initial business roadmap helps begin discussing expansion scenarios, identify clients’ priorities, and assess what has been done / not done so far.
- We cover 3 phases: 1/ preparation of market entry, 2/ US entity creation and set-up, and 3/ US entity management => https://prnt.sc/mhyzet
- For each phase, we break down the various things to do and aspects to consider, with preliminary information regarding costs (incl. viable vs. recommended), the timeline, and useful Sherpas. Sample for phase 2 => https://prnt.sc/mhyymx
Weeks 2 to 4* – Interactive roadmap, comparison of scenarios, and recommendations:
*the process may stretch over time, depending on clients’ specifics and availability
The goal here is to equip our clients with a highly customized and interactive business roadmap that will act as a decision-making tool and a project management tool:
- Together, we discuss expansion scenarios and their impact on the roadmap: for instance, clients may consider various recruitment plans, and it has an impact on various aspects (visas, state registrations, tax, payroll, outsourced providers, office lease, etc.). We help analyze and arbitrate.
- We then build an interactive and further customized roadmap that takes these considerations into account: adjusted budget, adjusted timeline, prerequisites for each item of the roadmap, and operational recommendations to help structure the project => https://prnt.sc/mi6rgo
- Being organized is key: for each item of the roadmap, we provide a month-by-month calendar of actions to be taken on the client side based on critical dependencies => https://prnt.sc/mi6sdc
Weeks 5 to 8* – Dashboard and introductions to Sherpas:
*the process may stretch over time, depending on clients’ specifics and availability
As clients decide to move forward, we help them with the implementation:
- We deliver a dashboard showing completion progress and cash flow management => https://prnt.sc/mi6mst
- We provide a list of recommended Sherpas at each step of the roadmap, and we make introductions to such Sherpas as soon as clients need them.