Credentials Documents: Why Every Sales-Driven Business Should Have One

Person accessing credentials document from laptop
Last edited 21 March, 2024
Industry Insights
2 min read.

So, What Could a Credentials Document do for You?

A credentials document is an essential part of marketing your business, especially if you work in a highly competitive, business-to-business industry.

Targeting a specific audience, a credentials document will demonstrate the capabilities of your business, the services you provide, the impact your work can and does have, and why your audience should choose to work with you.

What Should a Credentials Document Include?

A credentials document is almost like a CV for your business. It is a document that will be tailored for and sent to your business prospects in the hopes of bringing them on board as a client, demonstrating your past work and expertise.

A significant aspect of the credentials document’s structure is to include examples of your best work – hero pieces you are proud of! The work you’ll want to display should be relevant to the prospect you are approaching, demonstrating how you helped clients in the same industry or those with similar goals achieve their aims.

A great way to further support this is by adding client testimonials taken directly from those you work closest with. This way, prospects can understand the benefits of your services from a proven, external source rather than just from your existing marketing material. They will then be more likely to engage with you – there’s nothing better for business than a good review!

EDGE Creative can help you choose projects that were most successful and display them with clear objectives and results explained, just like our projects page.

Our personalised credentials documents outline who you are and what you do as well as feature case studies of successful projects, testimonials, and an attention-grabbing call to action. We can guide you on what your clients really want to see and piece together the perfect proposal tailored to your target audience.

How Should a Credentials Document Look?

First impressions are crucial, so your credential document needs to be well presented, on-brand, and relevant to your audience. Put yourself in your clients’ shoes for a moment: if you wanted to outsource a service, would you go for the provider with a clean, nicely designed credential document or the one who emailed over some attachments?

There are no rules on exactly how your document should be laid out or presented, but it is always best to ensure it stays true to your brand and expresses all the information clearly and without clutter.

EDGE will work with you to ensure your brand is represented correctly and make you and your company really stand out – it’s what we do best!

How Can We Help You?

At EDGE, we provide a fully integrated marketing service, offering an initial consultation and strategic advice on what approach would work best for your clients, through to on-brand design, copywriting and personalisation to create a unique piece just for you.

Our talented design team can craft your credentials document to suit various marketing channels such as on-screen, printed, digital download and page turning software.

Your credentials document can be edited and personalised for every client individually, so you can be sure that your credentials document has longevity and can evolve as you do, meaning it’s a marketing investment you can’t afford to be without. If you’re still not sure why you need one, check out our case study to see how we have helped Fidelis Group grow their business!

If you’d like to speak to us about starting your credentials document today, please reach us on 0121 355 0892 or email

Alternatively, browse our range of services and see how we can help your brand or business with brand developmentsearch engine optimisationsocial media marketing and more.


Karen O'Donovan

Client Services Director

As Client Services Director, Karen is hugely passionate about delivering top-tier marketing ideas that make an impact. From assisting with the seed of an idea to watching it grow and succeed, Karen is always identifying and seizing opportunities for our clients to add value and achieve more. Simply put – business and marketing is part of Karen’s DNA.

It’s in Karen’s nature to challenge, ask questions and dig deeper into analytics in order to get a true understanding of a clients’ objectives and deliver outstanding results. Karen’s best memories at EDGE are from our many team nights out – even when she was beaten by Kelly at bowling.