Luokat: Kaikki - marketing - revenue - clients - implementation

jonka Dave Kirk 12 vuotta sitten

361

Packaging it together

The outlined plan details a comprehensive strategy for implementing a system aimed at boosting sales and client management capabilities. The approach includes weekly launch calls, an implementation guide led by Teressa McCord, and the integration of various interfaces such as Athenahealth and Glennwood.

Packaging it together

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