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90 Day Business Plan

Transcript: 90 Day Business Plan FC DANFORTH 90 Day Review - JUN/JUL/AUG Danforth Business Overview Overview JUN $55,014 10.75% $7,973 JULY $32,673 9.53% $4,735 AUG $37,012 9.64% $5,364 Comm & Margin Comm & Margin 1 COMM MARGIN C/C AFP 71 48 74 MANULIFE $18,155 $9,358 $10,210 FCH $60,920 $21,490 $29,551 Product Product 2 JUN JUL AUG JUN $1,139 JUL ($12,120) AUG ($7,535) Profit Profit 3 Very healthy product numbers Margin is good but would be area of improvement TSA is low for a shop of 7 staff Profit is down -$19,655 YTD (July/Aug) An improvement in volume of clients and TSA will help to boost commission, morale, and profit Summary Summary 4 Strategy Strategy Opportunities for improvement Sales 1 Interactive morning meetings Review area numbers + individual numbers Learn something new (presentations, compass training etc) Supplier trainings Invite suppliers for morning meetings Have specialized staff present on suppliers Promote specializations and certifications Industry certifications Compass trainings FC Expert Series (highlight this in online staff bio) Customer reviews on Google Agent specific Responding to all reviews with thanks or addressing issue Sales Service 2 Building solid relationships in this tight-knit neighbourhood Providing 2+ quotes and options Follow up after quoting All quotes in Red Dox Bon Voyage + Welcome Home Calls Customer appreciation events Supplier trainings for clients (Rocky Mountaineer, GAdventures etc) Service Product 3 Airfare packages Having the discussion with clients Adding especially if they plan to add hotels Manulife Add ins quote to every outbound quote Using InsureEye to double check CC ins Flight Centre Holidays Build relationships with a few agents First quote with FCH product Product Implementation Implementation Increase volume Solution 1 Solution 1 Email 2017 clients booked Aug/Sep/Oct about booking for Xmas/Winter 2018 LSM campaign Montcrest + Cambridge Towers Danforth shop employees Local schools Incentives Solution 2 2 Solution Monthly TSA incentive Monthly Product incentive Trackers ie. Free lunch for top agent in either category. REDUCE RISK Solution 3 3 Solution Weekly morning meeting audits Print off margin report Pass to another agent Review each other's legers and docs for names, dates, errors, taxes, discrepancies etc Catch debits before they happen Evening Q dump + review Better Beach Vacations Secret Weapon $23 Million of FC business is SUN destinations. Better Beach Vacations is a platform to sell our own product, make more profit, and improve the client's travel experience. Overview Overview Hawaii Cancun / Riviera Maya Thailand Phase 1 - Oct 1 Phase 1 Puerto Vallarta Dominican Republic Bali Phase 2 - Nov 1 Phase 2 Jamaica Los Cabos Costa Rica Australia Maldives South Pacific (Fiji, Tahiti, Cook isl) Phase 3 - TBA Phase 3 Flight/Hotel Inclusions Inclusions Private transfers Customized Durations More flexible T&Cs ITC BETTER BEACH VACATIONS BBV Curated and vetted preferred product MyTime inclusions Private transfers (Jeeps/conv. Hawaii) Fleixble terms and conditions Customizable durations Multi-city possibilities Better Product BETTER PRODUCT Access to our travel brain of 20,000 agents Our own people on the ground (Olympus/Buffalo) 24hr after care service Flighties concierge service for gold-list properties Better Service BETTER SERVICE Enhanced documents (web/digital/app/printed) Insider benefits (discounts, premium lounge etc) MyTime inclusions (at specific properties) Better Inclusions BETTER INCLUSIONS FCTG's participation and commitment to the UN Global Compact FC Foundation to the Solar Buddy Carbon offset opportunities Better World BETTER WORLD Passport requirement verification Visa requirement verification Insurance check and offering Duty of care Travel advisories Vaccination advisories We are a trusted travel brand Better Peace of Mind BETTER PEACE OF MIND Call FCH Flight Hotel Private transfer or car rental Local experience How to Book Book

90 DAY BUSINESS PLAN

Transcript: On my way to the top MORE THAN "UNO" SALES STRATEGIES Mission accomplished! I have adjusted to the environment, I have developed a sales rhythm, and ready to glide with confidence. There is no looking back, there is no looking down, there is nothing that can stop me now. Many calls, either company leads or cold B2B in my area. Minimum of 10 appointments per day. At leas 5 of these appointments should show. At least 3 of these contacts should become customers The advantages, the customer service the benefits, the features, the simplicity, the interest rate, the customer support will help me make solid contacts. When using the appropriate strategy like contacting the top 10 companies by potential will be reflected in my numbers. By Carlos Orozco Create a reputation within the community among businesses, associations, government agencies, and others, even in social media. CREATE FUNNEL STANDARDS- OPPORTUNITIES DISTINGUISH DECISION MAKERS AND GATE KEEPERS TO CREATE A PLAN DEPENDING ON THE COMPANY THAT I PLAN TO TARGET. VOILA! Generate enough referrals to strengthen my pipeline. PARTNERSHIPS DAILY ACTIVITIES Time management is a key factor in a salesperson's success. This is a fact. If approved by the company, my entire network online, on different social platforms like my over 500 professional contacts, will know about it. FULL THROTTLE 90 DAY BUSINESS PLAN Meet and assess business relationships with internal and external customers. Once I learn more about our products and our specific services, learning more about the entire operation from within the company, I will prepare different strategies based on what segment or niche I am approaching on any given day or week. Given the opportunity, it will be just a matter of time before I become a significant contributor in my new mission. Thank you!

90 Day Business Plan

Transcript: How can 2 sales of a $20 commission product make you $10K per month? Get Your Freedom Figure! Use other people's cool content to post on your blog using content curation techniques. Don't plagarise - curate! Days 1-30 Step 6 GET MONEY!! You will start seeing sales as more and more traffic comes off Facebook and onto your blog and then into your marketing funnel. Set Up Your Sales Process Step 5 Take Action Daily! Continue To Re-Invest Your Profits Create A Facebook Page About That Niche Spend $5.00 per day on Facebook Advertising to get more LIKES to this page. Focus On Getting 2 Sales Per Day Share the link to your blog post on your Facebook page. 2 Sales Per Day = $10K Per Month Create Your Viral Blog In A Niche That You Are Passionate About Step 1 Study what your Facebook fans like and share, and then give them more of it. Test and re-test. Step 4 Start A Viral Traffic System Encourage your Facbook fans to share your FB post and get that viral effect going. If you have your sales funnel laid out properly, in a logical value sequence, then you'll be making higher and higher commissions as your leads go through your funnel. Your funnel will MAXIMISE PROFITS from each lead. Bridge your blog posts across to your affiliate offer with a strong call-to-action at the end of each post. Include other banners and advertising on your blog that also lead to your capture pages. Step 2 Continue to do the steps that you've started in your first 30 days. Write a blog post every day with video (if possible) Email blog post to your list of subscribers Promote your blog post on social Advertise your capture page link using free and paid sources See traffic training in members area 90 Day Business Plan Keep your eye on the prize - your FREEDOM FIGURE!!! Split test different aspects of your sales process. Capture Page Headlines Images Videos Colours Pre-sell page Sales Page Capture Pages Subscriber Database Lead Magnet Landing Pages Pre-sell pages Blog Social Media Sites Step 7 Step 8 My 8 Step Plan To Creating Massive Traffic To Your Website, And To Get More Leads To Your Offers. Step 3

90 Day Business Plan

Transcript: More than a few (hundred) pretty faces. WHO WE ARE Be counted among the converted. CAREERS They said it. NEWS Hello. CONTACT US The big idea. WATCH This changes everything. WATCH Forget everything you thought you knew about legal services. WHAT WE DO Kirk Sims Future Account Executive for Lippincott's Nursing Solutions 30 Day Strategic Actions Preliminary Strategic Actions Connect with account team to identify roles and establish communication plan Reach out to Account Executives for introductions and best practices discussion Meet with Management team Introductions 90 Day Strategic Accounts Review first 60 days and ensure all activity has been met Meet with Manager to review performance vs expectation to date Make sure operating on metrics created Continue to grow and move opportunities through the pipeline Close deals Develop strategies to defend against competetion Continue internal relationship building Exceed sales goals Work smart and hard to ensure quick ramp up time Be a knowledgeable and valued asset to Axiom Be well on our way of reaching our 80% growth 60 Day Strategic Actions 90 Day Business Plan Look to Join Industry (Legal and Oil & Gas) groups such as YPE, HYLA, Houston Bar Introduce and begin to establish relationships with Axiom Team Meet with at least 5 current clients to get feedback on our services Reach out to other EM’s throughout Axiom for best practices and introductions Clearly establish and review all goals I will be tasked with Begin developing metrics/business plan for meeting those goals Identify key decision makers at key accounts and meet to ensure smooth transition 30 Day Strategic Actions More than a few (hundred) pretty faces. WHO WE ARE Be counted among the converted. CAREERS They said it. NEWS Hello. CONTACT US The big idea. WATCH This changes everything. WATCH Forget everything you thought you knew about legal services. WHAT WE DO Thank you! Review and ensure all 30 day action plans were executed Continue Oil & Gas Learning Complete Metrics for success Continue to meet with key decision makers at current accounts Hone in on key differentials Create target list of top prospects Understand any 90 day opportunities left in the pipeline Review any old prospects and any notes on why they might have not been won Continue building internal relationships More than a few (hundred) pretty faces. WHO WE ARE Be counted among the converted. CAREERS They said it. NEWS Hello. CONTACT US The big idea. WATCH This changes everything. WATCH Forget everything you thought you knew about legal services. WHAT WE DO Reach out to contacts to discuss and learn about Oil & Gas Industry *Finalize dinner plans with Andrew Costa (General Counsel for Atlantic Methanol) *Attempt to schedule lunch with Eugene Silva (counsel at Exxon Mobil) *Conversation with Brenda Moebius former CFO in Industry Continued Research on Oil & Gas Industry via internet and Industry Magazines Reach out to my contacts (attorneys) and see how they attract these corporations

90 Day Business Plan

Transcript: Close on-going business deals Develop the next quarter sales pipeline Analyse sales performance daily, weekly and monthly Obtain feedback and coaching from management/mentor Aim to write £35,000+ worth of business Bring on board 1-2 new clients Attended first or second meeting identified in the first 30 days Attended joint meetings to develop learn Refine target list (and routing if appropriate) Continue to study, research and learn products and services Continue to prospect and develop relationships developing creative and resourceful strategies with hard to reach contacts Build a sales pipeline 07817499292 imran.anwar@ymail.com Attend training  Learn company policies, procedures and regulations  Study, research and learn products and services Meet coworkers  Meet/talk with my manager to get his/her guidance, expectations and start-up information  Meet/talk with any overlapping territory reps (different products/divisions)  Meet/talk with administrative staff to see how they want reports completed/processed, i.e. expense reports with receipt Develop base target list  Work with existing target list (if any)  Identify key people and organizations based on current business or potential business  Prospect and develop relationships  Identify and locate key customers/decision makers  Stimulate interest within my contacts by telephone, and email  Set up appointments with key customers/decision using my own contacts  Go out and meet key customers/decision makers  Follow-up on existing leads  Identify previous lost opportunity and follow up for a review  Identify Nine Works strengths and weakness by completing a SWOT analysis 0 Day Business Plan “The future depends on what we do in the present.” Mahatma Gandhi

90 Day Business Plan

Transcript: Presented by Kellie Resor to State Farm THANK YOU! 90 DAY BUSINESS PLAN ABOUT ME WHO AM I? Happily married for 3 years 1 sweet baby girl and 4 dogs Enjoys traveling and the outdoors Family and friend oriented More... ...About Me 1+ years sales and insurance experience 2 years in Workforce Management FIRST 30 DAYS FIRST 30 DAYS My Goal: Begin discovering the plans of the business to reach their goals and live up to the company vision First 30 Days... 01. 02. 03. ☐ Have coaching sessions with my superior to set clear goals Start building professional relationships with my co-workers • Incorporate my own characteristics to enhance the culture and to be a part of the current team Shadow a veteran peer • Use the opportunity to merge my sales experience with theirs to enhance sales and the client experience ...Cont'd Know the customers and clients • Use current people skills to discover their needs and to better their understanding of the products Set up my own communications and tools • Can include emails, cards, handouts/pamphlets, and computer tools to simplify day to day tasks Use current sales and insurance knowledge to understand the basic concepts of the State Farm products 04. 05. 06. FIRST 60 DAYS FIRST 60 DAYS Goal: Continue to assess the business and emphasize my strengths to meet sales goals and customer satisfaction Build my own personal brand and image within the business • Display current skills and where I excel to shape my image within the company Hold myself accountable to ensure that I am meeting my sales and personal goals • Continue coaching sessions with my superior and be attentive to coaching opportunities Brainstorm ways that my personal touch can contribute to the growth of the business • Contribute ideas and thoughts in conversations Master my sales pitch and process to different personas to meet sales goal and better the experience of the customer Prioritize and be transparent to new clients to fulfill their needs and build a positive client/agent relationship • Contact existing clients for bundling opportunities Acknowledge accomplishments as well as opportunities FIRST 90 DAYS FIRST 90 DAYS Goal: To have a firm grasp of my new job role " " " Address my mistakes but notice my growth and reward myself for my progress • Continue to be attentive in my coaching’s and come prepared with possible solutions Fine-tune my daily routine to make the best of every day Review the first two stages and fulfill the goals that I haven’t reached && to continue beyond the 90 days... " Broaden my horizons and be open to different ways that are not my own to better myself as an Insurance Agent Q and A Questions?

90 Day Business Plan

Transcript: Vice-President Sales 16-30 days Background Ady Davidiuk Digital Marketing: International search engine PPC Ads Ex:Google & Baidu Social media Ex:lectures & college tips, english lang training & virtual tours Learn and understand Learn and understand Acquire new prospects & meet w/ new & existing data base Execute 61-90 days 31 - 60 days 2 Meet/Strategize/Plan Vice-President R&D Learn and understand 1-15 days Continued Learning Meet/Strategize/Plan Thank you! Getting Started Build relationships Results Execute 31-60 days My vision for the next 90 days... Strategy Getting Started 3 1-15 days Events: Career/College fairs Businesses/Churches/School Exchange/Study Abroad Educational associations Language training schools Workshops/conferences President/CEO First 90 days Getting Started First 90 days Email/Mail/Call Campaigns: Specific demographics ex: Keystone Academic Solution Directory: International School Services, Embassy World, Institute of International education 61-90 days Schedule lunch/meetings w/ key team members and management Online-International/Tribal Vice-President Facilities Meet/Strategize/Plan Execute 16-30 days Discover needs of new and existing clients Select a frame, right click, and select "add to path" to add a frame to the path 1 - 15 days 16-30 days What are the enrollment & activity goals/objectives? What are the biggest challenges you face in the market? What are your current strengths? What are the biggest threats or competition? Where in the sales cycle do prospects drop and why? What type of events and partnerships are current reps seeing success with? How can I best incorporate my ideas, relationships & territory knowledge to existing strategy? Division - Florida Research statistics (UNESCO, USAID &OECD) Schedule regional conferences/workshops (NAFSA, NACAC & WES) Subscribe to newsletters (ECE & WENR) Discussion Forums Meet/Strategize/Plan 1 Ady Davidiuk 31-60 days 90 Day Business Plan Execute Vice-President Production 16 - 30 days Results 61 - 90 days Discovery Discovery Close First 90 days 2 Learn/Understand 61-90 days Florida Region Discovery Mission: Grand Canyon University prepares learners to become global citizens, critical thinkers, effective communicators and responsible leaders by providing an academically challenging, values-based curriculum from the context of our Christian heritage. Prospecting 1 3 321.986.9195 ady.davidiuk@gcu.edu Continue to touch base with existing pipeline Identify final steps needed to bring business in Main focus on short term opportunities Partnerships: Hotel:corporate events GCU partnerships International Associations ESL organizations Global counselors/advisors GCU International Alumni Analyze strategy & pinpoint which are most effective and efficient Modify plan accordingly Discovery Continue to build new business Increase amount of activity per week. Attend scheduled events Calendar 1-15 days Create territory plan (digital marketing, email campaigns, cold calling & events) Getting Started 31-60 days Create report of opportunities & prioritize closeable business in the next 60 days. Close Change/add icons by selecting "Insert"-"symbols & shapes"-"simple white" Exceed monthly sales quota by: Building 5 times recruitment goal. Ex: 15 recruitments/mth = 75 prospects/mth in pipeline Exceeding activity targets needed to reach a prospect list of 5 times my goal. Ex: 100 calls/wk, 200 emails/wk & 3 events/week, Etc... Continue to network & form new partnerships Ex: 1 new formed partnership a week. Establish long term goals 1

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