Building Bridges for Growth by Peggy Klingel

1. Building Bridges for Growth Sales and Market Strategy Development and Execution Peggy Klingel 608-512-8830 PeggyKlingel@gmail.com Change Management, Startup and Turnaround Expertise www.linkedin.com/in/PeggyKlingel www.twitter.com/PeggyKlingel PeggyKlingel@gmail.com

2. Sustaining Growth Requires Many Changes

3. Sustaining Growth Requires Many Changes It’s not always a simple path

4. Sometimes the path turns, and we miss the signs

5. Sometimes the path turns, and we miss the signs Sometimes we meet a river, and we must cross

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

7. Sometimes we take a new path so we’re not lost Sometimes there’s a wall, and we need to climb

8. Sometimes we need to hurry when we’re behind

9. Sometimes we need to hurry when we’re behind Sometimes we’re alone, In front at our best

10. The path changes, we need to move with the times

11. The path changes, we need to move with the times I build the bridges that keep teams ahead of the rest

12. How did I start building bridges?

13. How did I start building bridges? My career started with counting money.

14. How did I start building bridges? My career started with counting money. I began as a CPA (I like #’s and $).

15. How did I start building bridges? My career started with counting money. I began as a CPA (I like #’s and $). This led to problem solving: Where was the $?

16. How did I start building bridges? 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.

17. How did I start building bridges? 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.

18. I moved from accounting to sales.

19. I moved from accounting to sales. Nobody does that, right?

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

21. The rest is history. 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.

22. The rest is history. 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.

23. The rest is history. 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.

24. I help companies grow. GES Tradeshows & Marketing Programs SaaS Scholarships Insure Tech Telecom CRM SaaS Training Insurance Data Products Data Service Sector, Inc.

25. I help companies grow. 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.

26. I know… • 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.

27. This leads to tangible results. • Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

28. This leads to tangible results. • 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.

29. This leads to tangible results. • 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.

30. This leads to tangible results. • 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.

31. This leads to tangible results. • 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.

32. This leads to tangible results. • 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.

33. This leads to tangible results. • 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.

34. While having great experiences. Business Process – Close the books with less overtime, bill more efficiently and implement CRM.

35. While having great 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.

36. While having great 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.

37. While having great 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.

38. While having great 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…

40. But I don’t believe it has to be work.

41. But I don’t believe it has to be work. The key is the team!

42. But I don’t believe it has to be work. The key is the team! When a great team comes together, amazing things can happen!

43. The team members come from all over.

44. The team members come from all over. Legal Recruiting Accounting Strategy Sales

45. The team members come from all over. Legal Recruiting Engineering Service Finance Accounting Operations Strategy Compliance Sales

46. The team members come from all over. Legal Recruiting Engineering Service Finance Accounting Operations Strategy Compliance Sales Business Development Development Procurement Communications Facilities Technology Human Resources Marketing

47. From working with great teams, I believe the following is true: • Listening is often the most important part of doing.

48. From working with great teams, I believe the following is true: • Listening is often the most important part of doing. • Everyone has something to contribute.

49. From working with great teams, 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.

50. From working with great teams, 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.