A sampling of Stephdokin Clients and what our consulting engagement led to ... success! Kryos Velocity (mobile development platform), Trilogy Software (professional tax software), Kashoo (iPad and cloud accounting), Mob4Hire (global crowdsourcing for mobile testing and research), Curve Dental (dental management cloud software), Eco.ca (Environmental job certification and careers)

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Client Success Stephen King, @stephdokin
Portfolio Examples – How May We Help You? http://www.stephdokin.com
Winter, 2012/2013 Confidential stephen@stephdokin.com
© 2012 Stephdokin Inc. Private. All rights reserved. Unauthorized duplication is prohibited.

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Some context
Past: Stephen King has 25 year career in
software industry driving over $500M in
revenue and participating in over 50
product and program launches / lifecycles.
A combination of strategic leadership,
branding/marketing, deep technical
background, product and customer
Present: experience management (CEM).
“Customer-centric,
Data driven
Leadership”

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Curve Dental: Dental Practice Management Software
 Developed business plan
and go-to-market sales
forecast used to raise $2M
 Competitive research with
124 competitors;
establishing product value
proposition niche and
pricing model
 Contacted, negotiated and
signed contracts
with two U.S. dental
distributors giving
reach to over 1,500
field agents nationwide;
established
agent community /
sales portal
 Launched Orasphere
CurveED dental
education product
Create apps for Blackberry and Android using
only XML … in about a week. See slides 21 & 22.

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Trilogy Software: Professional Tax Preparation Software
 Developed business plan,
investor deck and pro forma
forecasts used to raise $3.3M
 Worked with team to launch
DoxCycle Tax Source Document
Scanning and Management;
press releases, eCommerce,
web development, sales
pipeline, CRM
 Competitive research
 SaaS Price modeling (tiers and
price points)
 Established mailing lists,
monthly newsletter and social
media
 Developed Branding and Go-To-
Market strategy
 Provide traditional ad agency
services such as media
purchasing, creative and print /
trade show campaigns
 Launch TaxCycle, fall/winter
2012

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Mob4Hire: Global Crowd Mobile App and SMS Testing
 Developed business plan,
investor deck, pro forma’s
and term sheets; raised
$1M for company
 Created good global presence
through blog, media, content
marketing, social and SEO
 Developed branding and
marketing execution, created
website, established CRM,
sales funnel, partner
programs, product
management, eCommerce,
finance & price models,
managed advisor and
shareholder relationships
 Grew community to
59K global testers on
444 carriers in 156
countries
 Launching new
Android SMS Testing
App fall, 2012

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Jazzit: Professional Accountant Working Paper Templates
 Website renovation; from circa
2001 website  2011
 Branding redefinition; logo’s,
product lineup + marketing
statements
 TCELab CRDc Customer Survey
+ Marketing Benefit
Quantification
 Established web and sales
analytics for mgmt reporting
 Marketing kickstart: Established
mailing lists, monthly client
newsletter, sales campaigns /
pipeline mgmt + sales collateral,
established social media
activities
 Recreated Trade Show booth
experience
 Negotiated purchasing and
transfer of jazzit.com and
@jazzit
 Created business plan to grow
revenues 100% in two years

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Kryos Velocity: SaaS Enterprise Mobile Development
 Conducted competitive research
(19 competitors)
 Established brand personality,
value proposition niche and
product messaging
 Pricing research and
development of SaaS
tiered pricing model
 Worked with web
team for design, copy,
social media, and
content marketing
excellence
 P.R. launch of new
Velocity Platform
 Developed
Go-To-Market
Strategy and Pro
Forma Forecasts

8. 8
Kashoo: Cloud and iPad Accounting
 Completed web and business
audit for recommendations to
CEO + Board / Investors
 Built models to introduce SaaS
tiering with Freemium “try before
you buy”; analysed browser and
iPad sales funnels
 Introduced data driven
leadership and mentoring;
technical guidance to setup web
and pipeline analytics
 Developed Kashoo Accountant
“Brand-on-a-Page” messaging
 Provided guidance and Go-To-
Market plan for development and
and launch of Kashoo MVP
Accountant and Bookkeeper
program
 With TCELab, ran and compiled
CRDc Customer Relationship
Survey for insights re: strategic
customer planning

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ECO Canada: Environmental Careers Online Community
 Developed ECO Canada product
roadmap and forecasts to drive
product revenue 400% in 3
years
 Helped drive shift from gov’t
funding to product revenue
 Created digital / web strategy
and work with executive team
to drive execution

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ReservEase Online Hotel Management
 Outside In Brand Audit (Competitive Review, SEO Keyword Analysis, Website review)
 New brand definition (logo, colours, focused value proposition and main messaging)
 New website theme and design
 Content Publishing and social media strategy

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TCELab Clients
 Customer Relationship
Diagnostic (CRDc)
 Big Data Audit
 Linkage Analysis
 Customer and End-User Survey,
analysis & reports
 Competitive Research
 Investor customer diligence
 For TCELab client case studies: Create apps for Blackberry and Android using
http://www.tcelab.com/clients only XML … in about a week. See slides 21 & 22.