Tech Services & Account Management

1. Tech Services & Account Management Where We Are

2. Totals 108 Clients 2,483 Providers $8,607,000 Annual Recurring Revenue

3. Large Clients -26 Docs & Up 22 Clients 20.4% 2,074 Providers 83.5% $6,026,000 Annual Recurring Revenue 70.0%

4. Small Clients-25ProvidersorLess 86 Clients 79.6% 409 Providers 16.5% $2,581,000 Annual Recurring Revenue 30.0%

5. Percentage of the Pie 30%

6. Breakdown - 25ProvidersorLess10-25 Docs 15 of the 86 Clients 226 of 409 Providers 55.3% 17.4% $1,318,320 of $2,581,000 Annual Recurring Revenue 51.1%

7. The Team In baseball and in life.. Strong Teams beat Weak Teams and Smart Teams beat Strong Teams.

8. The Team • Large Clients -26+ • DeAnn Copeland • Phil Bradley • Dave Dillon • Small Clients -1 to 25 • Laura Penton • Theresa Dillon

9. The Goals Vision without action is a daydream, Action without Vision is a Nightmare.

10. The Goals 1. Retain Clients 2. Sell a Minimum of $3,500,000 Quota – The minimum level of satisfactory performance ($3,200,000) 3. Create Small Reference Clients (Positive KLAS Scores)

11. The Goals 1. Retain Clients • Add Additional Acct Manager –Large Clients • Dave Dillon • Communicate & Involve Clients in Unity Project • Personal Contact –Each Large Client • Visited a minimum of 3 times a year • Executive Contact –Large Clients • Advisory Boards, Phone Calls, Visits

12. The Goals 2. Sell Minimum of $3,500,000 • Quotas Broken Down by AM’s • Small vs. Large • Emphasis on Renewals • Emphasis on The Portal • Emphasize M360 • Emphasis on Product Training for AM’s

13. The Goals 3. References • Identify top Specialties Needed • Identify 1 to 3 Clients per Specialty • AM assigned as “owner” of each Client • Create list of perks for Reference Clients • “X” Free hours of on site training each year • $$$$’s for reference calls • “X” Free templates/year