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