1. Global Partners EnAct Pilot Program Proposal January 21, 2010 Prepared by: The Brookeside Group, Inc. 524 Main Street, Acton, MA 01720 (978) 266-9876 www.brookeside.com
2. EXECUTIVE SUMMARY – “The Big Idea!” Action-So What’s The Big Idea? We are privileged to be considered as a partner by Global Partners in this important initiative. We are confident that our experience as a leader in the field of Client Relationship Management uniquely qualifies The Brookeside Group to partner with you. Throughout our engagement, we will work together to ensure you fully realize the benefits of improved client relationships, increased client profit margins, and differentiation through outstanding relationships. By measuring Global Partners’ client perceptions and classifying the relationship level of each, Global Partners will be able to identify revenue growth opportunities from within the existing client base, uncover the “blind spots” of each individual sales representative, and create an actionable feedback mechanism to continuously strengthen existing client relationships. In doing so, Global Partners will further enable its Sales representatives to experience significant sales growth. We firmly believe that success breeds success, and as each participant progresses through our recommended program – and realizes personal success with actual clients – they will approach each additional business development opportunity with the skills, information. and motivation necessary to fuel the growth of Global Partners for years to come. Global Partners EnAct Pilot Proposal January 21, 2010
3. APPROACH – “How We Will Accomplish The Goals” Delivering Global Partners Ultimate Goal Leveraging our proprietary EnAct technology, we will partner with you to survey your clients, establish a baseline, and identify the skills and behaviors that are driving your most profitable relationships. The results provided by EnAct will provide us with the roadmap for saving, improving, and maintaining each of your client relationships. Armed with this information, we can then work with you to develop a specific action plan, designed to leverage best practices, establish a consistent approach to client interactions, and build the skills necessary to effectively, persuasively, and consistently communicate the Global Partners value-add to each client. Brookeside recommends a phased approach inclusive of the following: Phase 1: Launch Enact 3.1 Pilot Program to 125 clients-75 Long Island Clients, 50 Core Clients, to be accessed through 10 User Accounts Phase 2: Expand data set to include all Global Partners clients Phase 3: Consulting and Training to leverage results, affect change and improve performance Global Partners EnAct Pilot Proposal January 21, 2010
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6. Six Month EnAct Subscription EnAct 3.1 EnAct is Brookeside’s online software tool that analyzes and delivers Relationship Assessment results in real-time to the people who can impact the account. Global Partners will receive 10 unique EnAct login accounts for staff members and managers plus an additional “Super User” account that will allow senior management access to all results . EnAct will disseminate the analyzed Relationship Assessment results in addition to customized action plans that pull from our extensive library of tactics and best practices. The self-assessment tool is also available to all users to highlight the users specific blind spots. This greatly augments the half day on-site management debrief by providing account specific information and action plans to Account Managers, rather than only high-level reporting to senior management. EnAct is also accessible from the web 24/7. Loyalty Level 6 Dimensions Practices (Behaviors) Global Partners EnAct Pilot Proposal January 21, 2010
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8. REFERENCES AND CUSTOMER BASE Representative Clients Global Partners EnAct Pilot Proposal January 21, 2010
12. RELATIONSHIP ASSESSMENT – “Measuring Relationship Climate” Relationship Assessment The survey instrument we use to measure Relationship Climate is called the Relationship Assessment. This adds a prescriptive element as it breaks the relationship into six Dimensions: Integrity- Can you be counted on to act in a predictable manner? Do I believe what you say? Are you reliable, dependable? Are you trustworthy in your business dealings? Competency - Can you actually deliver the product or service your have promised? Do you have people, skills, experience, systems, processes, etc. needed to perform as expected? Recognition - Is our relationship important to you...or am I just a number? What have you done to demonstrate and reinforce the importance of our business relationship? Proactivity - Do you only do what has been contracted for... or do you go above and beyond? Do you look out for me and ensure that I don’t encounter any surprises? Savvy - Do you understand the “bigger picture?” Do you know what my day is like, how my firm makes money, how our business operates...and how you can help me achieve my goals? Chemistry - Do I enjoy working with you? Do I look forward to our next interaction together, or is each a series of missed communication and dodged appointments? Global Partners EnAct Pilot Proposal January 21, 2010