Induction Pack

Step 1 – Account Profile

General Details
Your Name		Account Number
Company Name		Credit Line
Account Manager Email*		Client Email
What benefit did you see for your business by opening a BBX account ?

What Products or Services Would You Like Us To Promote?
If you have specific packages or products you would like us to promote please outline them here. For example a complete design and build website package for £897 BBX or exhibition stands at £200 BBX each.

What Products or Services Would You Like Us To Promote?

If you have specific packages or products you would like us to promote please outline them here. For example a complete design and build website package for £897 BBX or exhibition stands at £200 BBX each.

Spare Capacity
The purpose of this exercise is to work how much spare capacity you have. We do this by by working out your maximum potential income: for example in an ideal world where you had unlimited cash customers knocking on your door how much business could you turnover before having to increase fixed costs such as rates, rents and wages. We then subtract your current annual turnover from the maximum potential turnover, the result will be how much spare capacity you have available. At BBX we aim to bring you an extra 10-20% of business based on your annual turnover. This is because it will offset between 20-50% of your peripheral business expenses.
Use one of our following calculators to help with your calculation then copy and paste your result. Bear in mind this is based on an ideal world where you had as many customers as you could handle without increasing fixed costs such as staff, rates, rent and so on. Restaurant, Retail, Hotel, Service Provider, Media, Manufacturing
Or enter your own workings below.	Your Maximum Capacity is:
	What is your current annual turnover:	You can multiply average monthly turnover by 12.
	Your spare capacity is:	Maximum capacity minus current turnover.
	Monthly BBX Sales Goal: Usually 10 - 20% of monthly turnover

Cost of BBX Sales
The purpose of this exercise is to work out what it costs you to sell a product or service on the BBX platform and therefore determine yourCash Savings every time you spend BBX. For example if you are a hotel and charge £100 a night and your variable costs are £10 (10%) for cleaning and breakfast and your sales success fee is £15 (15%) you would have a cost of £25 (25%). Therefore when you spend your £100 BBX on advertising the physical cash cost is £25 giving you a cash saving of 75%.
	Amount (£)	Percentage (%)
Prevailing Rate of average sale	£	100%
Cost of Sale These are your variable costs not including fixed costs such as staff, rates, rent and so on	£	%
Sales Success Fee	£	%
Total Cost of Sale	£	%
Cash Saving When Spending BBX		%

Business Expenses
Here is a list of general business expenses. Fill in the areas that you are currently spending on or would like to spend on if you had the budget. Check the box if this is a priority expense or an expense you are willing to move to a BBX supplier.
Advertising
Radio	Priority/Change	Magazines	Priority/Change
Leaflet Drops	Priority/Change	Sponsorship	Priority/Change
Outdoor Advertising	Priority/Change	Marketing Consultants	Priority/Change
Public Relations (PR)	Priority/Change	Video Productions	Priority/Change
Networking, Events & Exhibitions	Priority/Change	Photography	Priority/Change
Graphic Design	Priority/Change	Website design & Maintenance	Priority/Change
SEO/PPC	Priority/Change	Social Media	Priority/Change
Email Marketing	Priority/Change	Copywriter	Priority/Change
Please provide any additional specifics for the above advertising expenses or any other advertising expenses you may spend on that are not mentioned.
Print & Signage
Brochures & Leaflets	Priority/Change	Business Cards & Letterheads	Priority/Change
Banners & Posters	Priority/Change	Signs & Sign-writing	Priority/Change
Please provide any additional specifics for the above printing & signage expenses or any other printing & signage expenses you may spend on that are not mentioned.
Administration
Office Furniture	Priority/Change	Office Equipment (e.g. Photocopiers)	Priority/Change
Accountant	Priority/Change	Bookkeeping	Priority/Change
Payroll	Priority/Change	Debt Collection	Priority/Change
Solicitors	Priority/Change	Human Resources (HR)	Priority/Change
Recruitment Agencies	Priority/Change	Employee Benefits	Priority/Change
Answering Service	Priority/Change	Secretarial Services	Priority/Change
Water Coolers	Priority/Change	IT Support	Priority/Change
Phone Systems	Priority/Change	Phone Bills	Priority/Change
Please provide any additional specifics for the above administration expenses or any other administration expenses you may spend on that are not mentioned.
Finance & Insurance
Life & Health	Priority/Change	Wills & Trusts	Priority/Change
Pensions & Auto Enrolment	Priority/Change	Shareholder Agreements / Lasting power of Attorney	Priority/Change
Please provide any additional specifics for the above financial and insurance expenses or any other financial and insurance expenses you may spend on that are not mentioned.
Training & Development
Sales & Management	Priority/Change	Customer Service	Priority/Change
Fire Safety	Priority/Change	First Aid	Priority/Change
Computer / IT	Priority/Change	Manual Handling	Priority/Change
Business Coach	Priority/Change	Stress / Confidence	Priority/Change
Please provide any additional specifics for the above training & development expenses or any other training & development expenses you may spend on that are not mentioned.
General Maintenance
Office Cleaning	Priority/Change	Window Cleaning	Priority/Change
Carpet Cleaning	Priority/Change	Rubbish Removal	Priority/Change
Deep Cleaning	Priority/Change	Hard Floor Cleaning	Priority/Change
CCTV & Security	Priority/Change	Fire Alarms	Priority/Change
Fire Extinguisher Servicing	Priority/Change	PAT Testing	Priority/Change
Fire Risk Assessments	Priority/Change	Air-conditioning Servicing	Priority/Change
Pest Control	Priority/Change	Tradesman	Priority/Change
Architect	Priority/Change	Surveyor	Priority/Change
Planning	Priority/Change	Conveyancing	Priority/Change
Please provide any additional specifics for the above general maintenance expenses or any other general maintenance expenses you may spend on that are not mentioned.
Client & Staff Entertainment
No. of PAYE Staff		No. of Contracted Staff
Christmas Parties	Priority/Change	Corporate Events	Priority/Change
Team Building	Priority/Change	Hotels	Priority/Change
Restaurants	Priority/Change	Taxi / Limos	Priority/Change
Please provide any additional specifics for the above client & staff entertainment expenses or any other client & staff entertainment expenses you may spend on that are not mentioned.
Vehicle Maintenance / Repairs / Hire
No. of Vehicles
MOT / Servicing	Priority/Change	Body Repairs	Priority/Change
Forklift / Training	Priority/Change	Car Hire	Priority/Change
Valeting	Priority/Change	Driving Lessons	Priority/Change
Please provide any additional information or other vehicle related expenses you may spend on that are not mentioned.
Additional Information
Do you have any capital expenses coming up in the next 3, 6 or 12 months ?
What other projects do you have coming up in the business over the next 3, 6 & 12 months ?
Do you own any other businesses, timeshares, villas, apartments or additional property ? Please give details.

Personal Expenses
Home Cleaning	Priority/Change	Window Cleaning	Priority/Change
Carpet Cleaning	Priority/Change	Tradesman	Priority/Change
Local Pub / Restaurants	Priority/Change	Holidays / Accommodation	Priority/Change
Opticians	Priority/Change	Dentist	Priority/Change
Hairdressers / Beauty	Priority/Change	Physical Therapists	Priority/Change
Dry Cleaning	Priority/Change	Child Care	Priority/Change
Gardener	Priority/Change	Landscaping	Priority/Change
Architect	Priority/Change	Surveyor	Priority/Change
Planning	Priority/Change	Conveyancing	Priority/Change
What hobbies do you enjoy ?
What other plans or projects do you have coming up in the home over the next 3, 6 & 12 months ?

Directory Descriptions
Please enter your directory description below. You can have many directory descriptions as long as each one is different for each category. Click here for a list of categories

Directory Descriptions

Please enter your directory description below. You can have many directory descriptions as long as each one is different for each category. Click here for a list of categories

Please note if the form doesn’t send please right click on blank part of the screen and select ‘print…’. Save as a PDF or print and scan to your account manager. Alterntiavely you can use the Full Page Screen Capture for Chrome.