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This is a fun overview of my career and leadership philosophy as a successful revenue generator and change agent. It includes highlights of the insights I’ve learned about team building, startup, turnaround and change management strategy execution as well as the importance of collaboration, communication and leadership in achieving results.

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Building Bridges for Growth

Sales and Market Strategy Development and Execution

Peggy Klingel

608-512-8830

[email protected]

Change Management, Startup and Turnaround Expertise

www.linkedin.com/in/PeggyKlingel

www.twitter.com/PeggyKlingel

[email protected]



Sustaining Growth Requires Many Changes

It’s not always a simple path


Sometimes the path turns, and we Many Changes miss the signs


Sometimes the path turns, and we miss the signs Many Changes

Sometimes we meet a river, and we must cross



Sometimes Many Changeswe take

a new path

so we’re not lost

Sometimes there’s a wall, and we need to climb


Sometimes we need to hurry when Many Changes we’re behind


Sometimes we need to hurry when Many Changes we’re behind

Sometimes we’re alone, In front at our best



The path changes, we need to move with the times

I build the bridges that keep teams ahead of the rest


How did I start building with the timesbridges?


How did I start building with the timesbridges?

My career started with counting money.


How did I start building with the timesbridges?

My career started with counting money.

I began as a CPA

(I like #’s and $).


How did I start building with the timesbridges?

My career started with counting money.

I began as a CPA

(I like #’s and $).

This led to problem solving: Where was the $?


How did I start building with the timesbridges?

My career started with counting money.

I began as a CPA

(I like #’s and $).

This led to problem solving: Where was the $?

Then I started building teams to solve the problems.


How did I start building with the timesbridges?

My career started with counting money.

I began as a CPA

(I like #’s and $).

This led to problem solving: Where was the $?

Then I started building teams to solve the problems.

Then I made a decision that forever changed my life.


I moved from with the timesaccounting to sales.


I moved with the timesfrom accounting to sales.

Nobody does that, right?


The rest is with the timeshistory.

I build and develop teams, turn around operations, implement new business processes and study markets to increase revenue and customer satisfaction.


The rest is with the timeshistory.

I build and develop teams, turn around operations, implement new business processes and study markets to increase revenue and customer satisfaction.

However, I am

different

than others

building

teams &

growing

revenue.


The rest is with the timeshistory.

I build and develop teams, turn around operations, implement new business processes and study markets to increase revenue and customer satisfaction.

However, I am

different

than others

building

teams &

growing

revenue.

I still

love #’s.

I focus on

profitable

revenue.


The rest is with the timeshistory.

I build and develop teams, turn around operations, implement new business processes and study markets to increase revenue and customer satisfaction.

However, I am

different

than others

building

teams &

growing

revenue.

I still

love #’s.

I focus on

profitable

revenue.

I have repeated this process over and over and over.


I help companies grow. with the times

GES Tradeshows &

Marketing Programs

SaaS

Scholarships

Insure Tech

Telecom

CRM

SaaS

Training

Insurance

Data

Products

Data

Service

Sector, Inc.


I help companies grow. with the times

GES Tradeshows &

Marketing Programs

SaaS

Scholarships

Insure Tech

Telecom

CRM

SaaS

Training

Insurance

Data

Products

Data

Service

I have lots of knowledge to share as a team builder & revenue generator.

Sector, Inc.


I know… with the times

  • It’s best to be a sponge to learn fast.

  • Technology, people and collaboration can unleash great innovation within companies and industries.

  • The software is never done being developed.

  • Higher education & nonprofit organizations are great partners when you can help them with their mission.

  • Companies prepare for months and years for big shows and events, set them up in weeks and they are gone in days.

  • Agents care deeply about customers and there is an important reinsurance industry behind insurance.

  • Teams in every industry are passionate about their company and their desire to help their customers.

  • That by understanding my customer’s customer, I can do the most good.


This leads to tangible results. with the times

  • Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.


This leads to tangible results. with the times

  • Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

  • Introduced a new alliance program with nonprofit and higher education partners to support a $10 million SaaS education program.


This leads to tangible results. with the times

  • Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

  • Introduced a new alliance program with nonprofit and higher education partners to support a $10 million SaaS education program.

  • Developed market strategy, negotiated partnerships and rolled out new products for a 3,500 agent force tripling agent engagement and premium.


This leads to tangible results. with the times

  • Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

  • Introduced a new alliance program with nonprofit and higher education partners to support a $10 million SaaS education program.

  • Developed market strategy, negotiated partnerships and rolled out new products for a 3,500 agent force tripling agent engagement and premium.

  • Authored the strategy and led a $90 million successful insurance market withdrawal increasing profitability and customer satisfaction.


This leads to tangible results. with the times

  • Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

  • Introduced a new alliance program with nonprofit and higher education partners to support a $10 million SaaS education program.

  • Developed market strategy, negotiated partnerships and rolled out new products for a 3,500 agent force tripling agent engagement and premium.

  • Authored the strategy and led a $90 million successful insurance market withdrawal increasing profitability and customer satisfaction.

  • Turned around an unprofitable services program negotiating and securing multiyear contracts worth over $40 million.


This leads to tangible results. with the times

  • Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

  • Introduced a new alliance program with nonprofit and higher education partners to support a $10 million SaaS education program.

  • Developed market strategy, negotiated partnerships and rolled out new products for a 3,500 agent force tripling agent engagement and premium.

  • Authored the strategy and led a $90 million successful insurance market withdrawal increasing profitability and customer satisfaction.

  • Turned around an unprofitable services program negotiating and securing multiyear contracts worth over $40 million.

  • Implemented new SaaS customer satisfaction and strategic account programs increasing retention and renewal revenue.


This leads to tangible results. with the times

  • Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

  • Introduced a new alliance program with nonprofit and higher education partners to support a $10 million SaaS education program.

  • Developed market strategy, negotiated partnerships and rolled out new products for a 3,500 agent force tripling agent engagement and premium.

  • Authored the strategy and led a $90 million successful insurance market withdrawal increasing profitability and customer satisfaction.

  • Turned around an unprofitable services program negotiating and securing multiyear contracts worth over $40 million.

  • Implemented new SaaS customer satisfaction and strategic account programs increasing retention and renewal revenue.

  • Identified and implemented business process improvements including reducing billing cycle time 50% and numerous CRM implementations.


While having with the timesgreat experiences.

Business Process – Close the books with less overtime, bill more efficiently and implement CRM.


While having with the timesgreat experiences.

Business Process – Close the books with less overtime, bill more efficiently and implement CRM.

Service & Installation– Develop consistent implementations, faster service, happy customers, happy team members and more sales.


While having with the timesgreat experiences.

Business Process – Close the books with less overtime, bill more efficiently and implement CRM.

Service & Installation– Develop consistent implementations, faster service, happy customers, happy team members and more sales.

Startups – Open new U.S. markets; introduce new products and services while building teams.


While having with the timesgreat experiences.

Business Process – Close the books with less overtime, bill more efficiently and implement CRM.

Service & Installation– Develop consistent implementations, faster service, happy customers, happy team members and more sales.

Startups – Open new U.S. markets; introduce new products and services while building teams.

Turnarounds – Set up major account best practices, new partnerships and alliances driving growth.


While having with the timesgreat experiences.

Business Process – Close the books with less overtime, bill more efficiently and implement CRM.

Service & Installation– Develop consistent implementations, faster service, happy customers, happy team members and more sales.

Startups – Open new U.S. markets; introduce new products and services while building teams.

Turnarounds – Set up major account best practices, new partnerships and alliances driving growth.

And I agree with Thomas Edison…


But I don’t with the timesbelieve it has to be work.


But I don’t with the timesbelieve it has to be work.

The key is the team!


But I don’t with the timesbelieve it has to be work.

The key is the team!

When a great team comes together, amazing things can happen!


The team with the timesmembers come from all over.


The team with the timesmembers come from all over.

Legal

Recruiting

Accounting

Strategy

Sales


The team with the timesmembers come from all over.

Legal

Recruiting

Engineering

Service

Finance

Accounting

Operations

Strategy

Compliance

Sales


The team with the timesmembers come from all over.

Legal

Recruiting

Engineering

Service

Finance

Accounting

Operations

Strategy

Compliance

Sales

Business Development

Development

Procurement

Communications

Facilities

Technology

Human Resources

Marketing


From working with great teams, with the times

I believe the following is true:

  • Listening is often the most important part of doing.


From working with great teams, with the times

I believe the following is true:

  • Listening is often the most important part of doing.

  • Everyone has something to contribute.


From working with great teams, with the times

I believe the following is true:

  • Listening is often the most important part of doing.

  • Everyone has something to contribute.

  • A company’s history should be honored, despite its current challenges.


From working with great teams, with the times

I believe the following is true:

  • Listening is often the most important part of doing.

  • Everyone has something to contribute.

  • A company’s history should be honored, despite its current challenges.

  • People want to help, they just need a reason.


From working with great teams, with the times

I believe the following is true:

  • Listening is often the most important part of doing.

  • Everyone has something to contribute.

  • A company’s history should be honored, despite its current challenges.

  • People want to help, they just need a reason.

  • Setbacks are learning opportunities, not failures and we should celebrate successes along the way.


From working with great teams, with the times

I believe the following is true:

  • Listening is often the most important part of doing.

  • Everyone has something to contribute.

  • A company’s history should be honored, despite its current challenges.

  • People want to help, they just need a reason.

  • Setbacks are learning opportunities, not failures and we should celebrate successes along the way.

  • No matter what the challenge, there are always options.


From working with great teams, with the times

I believe the following is true:

  • Listening is often the most important part of doing.

  • Everyone has something to contribute.

  • A company’s history should be honored, despite its current challenges.

  • People want to help, they just need a reason.

  • Setbacks are learning opportunities, not failures and we should celebrate successes along the way.

  • No matter what the challenge, there are always options.

  • Everyone should be a little better off for having been a part of the team.


And we with the timeswork best when:

  • We are learning & growing.

  • We understand the goal & are contributing.

  • We are appreciated & valued for our work.

  • We are helping others & having fun.




I build the b ridges t hat k eep c ompanies growing
I build the problems.bridges that keep companies growing.


Building problems.Bridges & Teams for Growth

Sales and Market Strategy Development and Execution

Peggy Klingel

608-512-8830

[email protected]

Change Management, Startup and Turnaround Expertise

www.linkedin.com/in/peggyklingel

[email protected]

www.twitter.com/peggyklingel


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