Organizational Development Tool Webinar
Noon CT, Wednesday April 23, given by Apryl Hanson
This webinar is open to any person in your firm.
To RSVP please click here. Webinar details will be provided by Monday, April 21 to those who registered.
Have you ever wondered when you should hire people in your organization? What about understanding if you have the right staffing to increase your sales the way you want to? Our peer advisors will take you through an organizational tool that we have developed, in which we ask you a series of questions to produce a five year business model specific to your organization. This is a perfect snap shot of your business, which you will value and continue to use for the future.
This webinar will present an overview of the tool and how it can benefit your firm. If you choose to engage with Apryl’s group in completing the tool for your firm, there will be a fee. This program will be rolled out at Insights for $250 per firm. SLAAA members will receive a special price.
Dynamic Email Marketing Webinar
Noon CT, Wednesday, April 30, presented by Dan Ogdon, SwiftPage Marketing
This webinar is open to any person in your firm.
To RSVP please click here. Webinar details will be provided by Monday, April 28 to those who registered.
Are you interested in email marketing, but not sure where to start? Or are you a email marketing pro and could use some new tips and techniques to improve effectiveness? Please join Dan Ogdon with SwiftPage as he takes you through the mechanics of developing a successful email campaign.
Private Meet and Greet with John Maxwell at Insights
2:30-3:30 pm Monday, May 12
John Maxwell is Insights’ opening keynote speaker. He is an internationally known business leader and author.
Due to the limited space and time, this session is open only to the members of the association from your firm and not all employees who are attending the conference. We are still finalizing details on this and waiting to hear from Maxwell’s team regarding books that you may want to purchase for autograph. More details will come. You may be asked to RSVP. We know this conflicts with some other conference events, but it was the only time that we could arrange.
Location will be sent out by Thursday, May 8.
Retreat X
Topic
A year ago we set out to cover in-depth, each part of the following equation derived from research conducted by Xerox in the 1960s:
Employee Satisfaction Drives Customer Satisfaction, which Drives Profit
Our two prior retreats focused on Employees and Customers, now it is time to focus on Profit.
Guest Speaker
Our guest speaker is Phil Mydlach of Mydlach Management Advisors. Phil’s workshop Accelerating Profitable Growth will combine lecture, exercises and take-home tools that you can use in your business to help profitable growth. Learn more about Mydlach Management Advisors: http://www.mydlachmanagement.com/default.htm.
Agenda for the day.
Phil will be hosting a webinar Noon CT, Tuesday, January 29, 2008 to preview the agenda. Email Christine for dial-in details.
Logistics:
- Monday-Tuesday, March 3-4, 2008
- San Diego, CA - airport code is SAN
- 9 am-5 pm on Monday and 8 am-3pm on Tuesday (*times may adjust slightly as we confirm the agenda)
- Hotel: We have negotiated a rate of $169 per night available from Saturday, March 2 through Wednesday, March 5 (in case you want to extend your stay) at The Bristol San Diego. Please call the hotel's in-house reservations at 619-232-6141 ext. 103 for reservations.
- Cost: Price per attendee is $500.
- Register: Email Christine with a list of your firm attendees.
- Retreat is open to current association members only! You should have received a green envelope with dues information for this association year last August. If you did not, please email Christine.
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Tuesday Session: “Prediction Markets and Project Management”
Without question one of the most useless measures of project success is hours worked. In this session, Ed Kless will present an alternative that has the potential to change your company forever. Based on the work of Gary Hamel, this session will introduce you to predictive markets and how they can be used in project management. Ed will be joined by Mat Fogarty of xpree, who will demonstrate their on-line software which can be used in this groundbreaking area. More information available at: http://www.xpree.com/what-prediction-market.
Retreat IX
Retreat Content
In the 1960s, Xerox conducted a research project that yielded: Employee Satisfaction Drives Customer Satisfaction, which Drives Profit.
Retreat IX will focus on the middle of the equation with sessions focused on customer satisfaction and the customer experience.
Schedule
Monday, October 15
Ben McConnell and Jackie Huba, Church of the Customer
We are honored to have with us Ben McConnell and Jackie Huba (former channel marketing manager at IBM) authors of Citizen Marketers and Creating Customer Evangelists, which the NY Times has called "the new mantra for entrepreneurial success." If you're like most business operators, you know that word of mouth often has the biggest impact on the growth of your business. But how do you plan for it? How do you put word of mouth to work? This full-day workshop with marketing authors Ben McConnell and Jackie Huba will focus on the mechanics of word of mouth, including its newest accelerant: social media. Ben and Jackie will also set the framework for turning word of mouth into customer evangelism -- when customers become volunteer sales people. Learn more: www.churchofthecustomer.com.
Tuesday, October 16
Apryl Hanson, Sage Software
Have you ever wondered if there was a way to link profitability to your client’s success and happiness. Through the work that Fred Reichheld and Bain and Company as presented in the book “The Ultimate Question” there is now proof that there is a direct correlation between a “Net promoter score” and profitability in your business. Learn how to determine the Net Promoter Score for your business and how you can change that score over time to increase your business’ profitability.
Colin Brogan, Satmetrix
Satmetrix was intimately involved with the creation of the 10-point scale that determines the Net Promoter score of an organization and worked directly with Reichheld on his book “The Ultimate Question”. In this session you will learn how to develop a customer corridor. A customer corridor will help you understand the unique customer touch points in your organization that will enable you to create a meaningful customer survey. When you have feedback from your customers you can work to improve your relationship with them and ultimately their experience with your firm. Customer loyalty directly ties to firm profitability.
Tuesday, October 16
Have you ever wondered if there was a way to link profitability to your client’s success and happiness. Through the work of Fred Richheld with Bain and Company as presented in the book “The Ultimate Question” there is now proof that there is a direct corelation between a “Net promoter score” and profitability in your business. Apryl Hanson will present how you can determine your Net Promoter Score and how to change that score overtime to increase the profitability in your business.
Customer Segmentation: Who Are Your Best Customers? And What Do You Do Once You Know?
Noon CT, Friday, April 27
Customer selection is a core element of firm profitability. Knowing and understanding who your best customers are will help you find more customers like them. However, most firms do not go through the process of determining the quality and traits of their best customers.
Save the date for this one-hour webinar featuring Michelle Golden of Golden Marketing. Michelle will take us through:
- the value of customer segmentation
- traditional segmentation methods
- how to get started segmenting your customers

About Michelle Golden: Michelle Golden is President of Golden Practices Inc (goldenpractices.com) and Golden Marketing Inc (goldenmarketinginc.com). Golden's organizational consulting and marketing implementation company works exclusively with professional service firms throughout the U.S. and abroad. Her 20-year career background includes both accounting and marketing. She is a true business "counselor" applying her strong knowledge of firm operations and excellent observation skills—she is also committed to being a change-agent and free-thinker as a senior fellow of VeraSage Institute (www.verasage.com). Michelle can be reached at (314) 416-1201 or michelle@goldenmarketinginc.com. Retreat VIII
Retreat Content
In the 1960s, Xerox conducted a research project that yielded: Employee Satisfaction Drives Customer Satisfaction, which Drives Profit.
Retreat VIII will start at the left of the equation and focus on Employees. Subsequent retreats will do a deep dive on Customer Satisfaction and Profitability.
We are thrilled to welcome back Rand Stagen as Friday’s session leader. Rand will cover a variety of topics throughout the day including: Understanding People, Tapping Potential and Teamwork. http://www.stagen.com/institute/curriculum/
On Saturday, Howard Hansen, Howard Hansen Consulting, will lead us through designing and deploying performance management systems in your firm. Howard formerly worked for Great Plains as the Human Resources Vice President during Great Plains’ explosive growth (from 20 to 2,000 employees). There he led recruiting, performance management and leadership development initiatives. An industry veteran, Howard now is the president of True North Leadership Center and a frequent speaker at industry conferences, including ITA and The Partner Event. www.howardhansenconsulting.com Nurture Marketing Webinar Featuring Jim Cecil
Friday, November 17, Noon ET
About the Webinar:
“We set a goal to generate our own leads (independent of a software publisher) and decided nurture marketing was a great approach for us to try. We’re more comfortable buiding relationships based on sharing information rather than pushing to generate immediate demand. We studied the materials, established a process, staffed it for success, and we’re already seeing results (only 4 months after our first batch of letters). Prospects call us when they are interested! They recognize us at trade shows! They read our emails! It’s still too early on for us to have closed a deal, but the pipeline is filling up with higher quality leads.” Joe Rotella, COO, Delphia Consulting
Situation:
FACT: Most sales opportunities are lost due to the inability or unwillingness of partner’s sales people to pursue slow adopting prospects over elongating buying processes.
Problem:
REALITY: The relentless pursuit of low-hanging fruit often precludes the persistent education and cultivation of otherwise viable sales opportunities due to the lack of consistent, intelligent and automated follow-up.
Solution:
"Nurturing Customer Relationships" It's a Cure for the Common Cold Call
The Nurture Selling Process is a systematic process used to Identify, Individualize, Interact with and Influence Prospects and Clients, to grow top of mind awareness of and preference for the partner and to sell their specific solutions.
- 5 ways to find and communicate with logical, targeted prospects
- 1 method to articulate your unique selling proposition and present highly targeted elevator speeches
- 12 Communiqués that professionally and persistently communicate your exact message of competency and benefits.
- 3 Keys to getting your mail opened, read, understood and remembered.
Benefits
- Learn proven ways to create your own selling opportunities.
- Help sales reps stay in touch long enough to earn the deal without adding to their daily workload
- Utilize your own technology to illustrate a key benefit of your solution (Drip-Marketing)
- Grow your business to the size and value you desire as fast as you want
- Leverage existing client relationships as new opportunities emerge
- Proactively drive qualified referrals
- Explore actual results to be expected from real users of the process and from it's creator, Jim Cecil
- A free copy of Jim's eBook, 101 Best Nurturing Tips just for attending
If you would like to learn more before the webinar, please visit www.NurtureMarketing.com.
Alumni Retreat VII: Featuring Mahan Khalsa!
Friday-Saturday, September 15-16, 2006 Dallas , TX
8 am-5 pm
Closest airport is DFW, Love Field is about a 25-minute drive
Optional Group Dinner Thursday evening at 6:30 pm, Colter’s BBQ
Retreat Highlights:
Friday
Next-Level Leadership with Rand Stagen
Strategic Planning for Partner Organizations
Compensation Systems - please fill out the survey you receive to make this session more valuable
Jim Foster, Sage Software Executive
Group dinner
Saturday
Full-day with Mahan Khalsa: Topic will be Presenting and Closing!
The final, confirmed agenda will be sent to you via email by August 31.
Retreat is open to current association members only! You should have received a green envelope with dues information for this association year, September 1, 2006-August 31, 2007.
Retreat Questions: Please email Christine if you have any retreat questions.
Topics and speaker subject to change. A final agenda will be sent to you by August 31.
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