Packaging it together
Lead Generation System
Reps
Bryan P
stuff 500/hot knock 100
Peter M
Rick O
mail 250/phone
Marketing Campaigns
Schools Campaign
Small Business Campaign
Dentist Campaign
MGMA Campaign
AMA
2020 Accountancy
Glennwood
SIKKA Software
MDEverywhere
Athenahealth
MGMA CA
webinars
promote collection seminars
capture demographics
have partners promote
Collateral
dental
medical
general
Additional lists
One Source
Lead Conversion System
Customer Acquisition
Assets
Clients
All Clients
Cardiovascular Consultants
So Cal Heart Specialists
Tulare Community
Reach Air
HSI
Blue Shield
Sierra College
Redwood Medical
BHL
Tivo
Capable Reps
Lisa
Kristen
Bonny
Mark
Doug
Graham
Branding
Dripping
Calendaring
Campaigns
Coordinating
Tracking
Mapping
Implementation System
Implementation Lead
Weekly Launch Calls
Teressa McCord implementation guide
Dental Collect
LCI
Transworld Systems Client Training
3ed Wednesdays
Partner's Tools
Get PMS for each of top 10 clients
Glennwood interface
Athenahealth interface
Partnership Relations Team
Bryan Pereyo
Jeff Fagen
Mark Wilson
Terrell Schlundt
Dave Kirk
Cash Systems
External deposits
Override agreements
DSAs payments
share of rookie override
Partners
joint projects
incentives
DSA Overrides
Rep Pay
outside reps
inside reps
leads through marketing system
self generated leads
Hardware expenses
iMacs
iPads
adobe
Subscription Expenses
mobile wifi
Adobe Full Version
Zoho
Constant Contact
CRM Expenses
recruiting expenses
Marketing Expenses
Targeted Customers
Large Businesses
MDeverywhere clients
athenahealth clients
MGMA members
Large Medical
Dental
Ancillary Medical
Small Medical
General Business
auto
Service
pool
lawn
air
pest
Schools
CPAs
Attorneys
Marketing Systems
Outside Sales Person Package
Zoho account
pipeline
dashboard
drip
Calendaring activities
CRM coordination
$25/user/month
iPad
apps
in six months they own iPad
Google
docs
gmail
calendar
twitter
yelp
dropbox
gotomeeting
zoho
cardmunch
manta
map my route
Twitter
Regional Site
LinkedIn
Manta
Team
Sales Tracking
lifetime value of client
call ratios
Data Administration
Numbers tracking
Field Reports
CRM
Marketing Support
Assigning Leads
CRM Activities
Customer Service
Zoho crm contact
Constant Contact Plan
Joe Krolikowski
Sales Training
on-going sales training
weekly meetings
Temperament Studies
Consultative sales skills
Inside sales skills
Collaboration sessions
Launch Sessions
Initial Training
Orientation meeting
Sales Reps
Outside
communication scheme
characeristics
Inside
communication scheme
skills
Characteristics
Sourcing
snagajob
Out-bound prospectors
Phillipines
Telemarketing group
Temp Agency contact
Recruiting plan
October 31
September 6
July 23
DSAs
duties
one on ones
sales meetings
make sure servicing is done
work on themselves
make it safe to do your best
continuing field training
develop atmosphere of their tribe
personal sales
talents
Subtopic
mentoring
leading
sales
drive
starting a revolution
vision
passion
desire
objective standards
recruit 7+ times per year
RSD
beginner
recruiter
developer
link
communicator
Goals for Project
One place for all reps to go to make sales
strengthen our bench and build future leaders
Be able to keep and develop more representatives
Allow them to start faster
Give a prepared plan for them to work in
Sustainability
growth at 45% in total revenue
growth at 75%/year in rookie revenue
Increase in Usage
$20M in combined revenue in 5 years
$11Miliion in collections revenue in three years
$9 million in five years
Increase in Sales
$9 Million in four years
