Selecting a Great Business Partner

Step-by-Step Process to Find Your Ideal Leader in 90 Days

Find a great partner for your organization.
Foster a lasting relationship needed to accomplish your goals.

The traditional Request for Proposal (RFP) process doesn’t have to be traditional any longer. Let’s take a look at a process that answers all your questions, but through a new approach similar to hiring a key employee.

While an RFP can be an effective question set to learn more about a company, it often stops at just that. It’s time to make relationship building a key part of the process. After all, would you hire an employee without first meeting him or her?

In order to change how you go about finding a good business partner, it’s important to understand what it takes: sound hiring techniques, a process for getting there, and the best interviewing questions to help you arrive at your decision.

Complete with a partner scorecard and questionnaire template, this toolkit provides an all-inclusive guide to finding a partner who understands your business strategy and can deliver on your needs, instead of finding someone solely based on a questionnaire.

Download the PDF!

Your Experts

Paul Ashley

Senior Vice President & Consultant

As Senior Vice President & Consultant, Paul works to create and carry the FirstPerson vision. He leads our sales and advisory team toward great strategies and outcomes, while still focusing on developing quality partnerships with clients. In fact, Paul knows his clients as well as he knows his wine and wine history (and that says a lot for this sommelier).

Paul is a graduate of Ball State University, and holds the Certified Employee Benefit Specialist (CEBS) designation from University of Pennsylvania’s Wharton School/International Foundation of Employee Benefit Plan (IFEBP) as part of the IFEBP’s Certified Employee Benefit Specialist program. In the community, Paul serves on the board for Outreach and is the President of the Central Indiana ISCEBS.

Laura Butler

Vice President & Consultant

Laura has a unique ability to connect clients’ organizational strategy and culture to well-being. With over 20 years of experience in wellness and 14 years in benefits, she knows what she’s talking about. Laura is always seeking the best outcomes for our clients.

When not helping her clients, you can catch Laura with her family. They often take trips to the lake in the summer and seek out the snow in the winter for skiing.

Laura is a lifelong Boilermaker and comes from a long line of Purdue University graduates, including herself. She is also a Certified Wellness Program Manager (CWPM) and holds a Life and Health Insurance license.