Advisor network monthly call news guide overview
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Advisor Network Monthly Call News & Guide Overview. June 2013. Frank Coker CEO CoreConnex, Inc. www.corelytics.com [email protected] 425-454-5006. Kris Fuehr Marketing Director Corelytics www.corelytics.com [email protected] 425-830-0867. Agenda News & Updates:

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Advisor network monthly call news guide overview

Advisor Network Monthly Call News & Guide Overview

June 2013

Frank Coker

CEO

CoreConnex, Inc.

www.corelytics.com

[email protected]

425-454-5006

Kris Fuehr

Marketing Director

Corelytics

www.corelytics.com

[email protected]

425-830-0867


Advisor network monthly call news guide overview

Agenda

News & Updates:

  • Marketing platform, your input please?

  • Industry leaders wanted

  • Guide to Advising with the Dashboard: Walkthrough with Frank Coker

  • New promo video available July 10

  • Building your Brand Advisor Webcast now on-demand

    Open Door/Q&A

    Corelytics Advisor Program Overview (for newbies)


Sales marketing platform

Sales & Marketing Platform

OUR CRITERIA:

  • Support Advisors with design, messaging, & execution

  • Allow flexibility of message for advisors

  • Support marketing AND sales

  • Distribute templates, content syndication

  • Manage SEO; social media; email; more

  • Assign & track leads to the Advisors’ CRM

  • Provide full lead management for advisors even without a CRM system

Corelytics is investing so you can automate your marketing & sales.


Marketing sales

Marketing + Sales


Examples

Examples


Industry focus corelytics advisor

Industry Focus, Corelytics + Advisor

AV

Medical

Restaurant

IT

Const-ruction

Food

Industry Assn.

Industry Assn.

Industry Assn.

Industry Assn.

Infocomm

Industry Assn.

Peer group

Peer group

Peer group

Peer group

Peer group

Peer group

Clients

Clients

Clients

Clients

Clients

Clients

. . .

  • Advisor may offer (with Corelytics support)

  • Jointly published industry reports

  • Speaking engagements – Association, conferences

  • Regular Webcasts

  • Member promotions about your services

  • Trade events & member support

  • Network of trained advisors specializing in the industry


Industry

Industry

  • Industry updates/reporting

  • Expert analysis

    Yours?


Dashboard guide with frank coker

Dashboard Guidewith Frank Coker


Planning and preparation

Planning and Preparation

  • Schedule a standing monthly meetings

    • Advisor and business owner phone meeting

    • Owner and management team meeting

  • Schedule pre-meeting actions

    • Client update of Corelytics

    • Advisor review of Corelytics (30 min max)

  • Post meeting actions

    • Update goals in Corelytics

    • Advisor writes summary status email (top 3 priorities)


Typical meeting agenda

Typical Meeting Agenda

  • Take the pulse - Get owners’ view of top business issues and priorities

  • Start at the end - Pre-define your view on financial priorities from dashboard

  • Quick review of screens that show positive results

  • Quick review of last month’s priorities

  • Walk through key screens that show top 3 concerns – be prepared to explore further

  • Discuss changes to goals

  • Discuss team review – accountabilities


Advisor s roadmap for new clients

Advisor's Roadmap for New Clients

  • Initial setup

    • Advisor set up as user

    • Verify profile data

    • Set goals to get Leading Indicators

  • Start with default values

    • Avoid data map until after first review

    • Agree on top 3 priorities with owner as soon as possible

    • Create first status report as soon as possible

  • Schedule monthly review meetings

  • Facilitate management team review process

  • Map Revenue and Expenses to correct accounts and LOBs

  • Set additional goals

  • Add staff users where appropriate


Top 10 areas to investigate w clients

Top 10 Areas to Investigate w/Clients

  • Revenue trends

  • Expense to revenue trend

  • Revenue / expense forecast

  • Short-term cash trend

  • Long-term cash trend

  • Margin growth

  • COGS trends

  • Profit growth

  • Progress on key goals

  • LOB Performance

  • TIPS

  • Stop when you have “big 3”

  • Avoid drilling with owner

  • Push “solving” to managers

  • Make process consistent


Corelytics advisor network overview

Corelytics Advisor Network Overview


Nextgen accountants

NextGen Accountants

  • Subscription-based services

  • Compares client performance

  • Offers diagnostic services

  • Supports strategic decisions

  • Serves clients year-long

  • Aides in sharing performance with client’s staff

  • Often works remotely

  • Gives clients an owner-view


Advisor value

Advisor Value

  • More value

  • Less time data-wrangling

  • New value-added services

  • Marketing, sales & tech support

    30 clients, 1 hour/month, $300/mo each client =

    $100K supplemental annual revenue


Typical advisor offerings

Typical Advisor Offerings

  • Subscription-based pricing, usually $300-500/month whereby the advisor remotely consults through monthly or quarterly recurring meetings by logging into the dashboard, reviewing trends for a few minutes before the call, then jointly logging in and reviewing with the client for an hour. This is a 2-hour/month investment of your time at most per client. When client needs rescuing or more help, standard consulting rates apply.

  • Promotional offer, typically a free initial consultation (phone or in person) and often coupled with a custom “Financial Report” derived from the numbers you get from the dashboard. For a time (until we hit capacity), we can run these for you on request.

  • Reports and Summaries: Sometimes as simple as a blog, others do webinars with the findings from their industry. We’re doing an Advisor Call Wed this week to talk about “Building your Brand” and this is a key component.

    + an industry affiliation AND a relationship with the top 2 or 3 associations in your industry.


Getting started

Getting Started

  • Decide if you pay or client pays for dashboard

  • Get your dashboard set up. Certify for logo.

  • Set up your offerings and pricing

  • Co-market/sell.

$99/mo retail direct

$79/mo

$60/mo


Meet others share the ride

Meet Others, Share the Ride

Join Gina Fridays with other Dashboard AdvisorsGina [email protected] for Google Hang-out instructions.


Thanks

Thanks!

Frank Coker

CEO

CoreConnex, Inc.

www.corelytics.com

[email protected]

425-454-5006

Kris Fuehr

Marketing Director

Corelytics, Inc.

www.corelytics.com

[email protected]

425-830-0867


Old announcements

Old announcements


Leads

Leads

  • Get 3 clients

  • Commit to follow-up & report activity(example) 


1 minute conversation starters now available

1-Minute Conversation Starters now available

  • Value to Advisors WITH Customers

  • Unlock your data

  • Trends

  • Projecting your Performance

    Access them from www.corelytics.com/vidshorts

    Request more topicsfrom:

    [email protected]


Call for stories

Call for Stories!

Seeking interviews with customers for book (not necessarily Dashboard users)

Publish date: Nov/Dec 2013


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