Lead By: Efrain Rodriguez Consultant HBIF Meeting 12-09 Partner Training Lead By: Efrain Rodriguez

Agenda Welcome Name City & State Years as a Consultant Earned over $125K in 2017? What are you hoping to take away from this meeting

Agenda Lunch (Menu) Presenters Meeting Times Wifi : Bc-121314 ER - 407 857 9002 Xt 511 Felix Dir Ops Xt 502 Maria Services Mgr. Xt 530 Customer Care Xt Xt 512 Meeting Times

Agenda What We Will Cover: Company and Services Market Potential - NPO & Biz Sales Process & Tools Payment Plans Service Process Q&A

Agenda What We Will Cover: Company and Services Market Potential - NPO & Biz Service Process / Customer Care Sales Support & Resources New Partner Updates Q&A

A Little About Us We have the Solutions, Team & Experience! Company History Incorporated in 2004 Operating for 14 years – 30K Clients Outstanding reputation- BBB Testimonials Service 3 Biz Sectors Nonprofits – Small biz – Churches We have the Solutions, Team & Experience!

Accomplishments Served over 30,000 Clients Nationwide Approx. 30 Products and Services “One-Stop Resource Center” for Businesses, Nonprofits & Churches Manage Three 3 Websites For Different Business Sectors: BizCentralUSA.com CharityNetUSA.com ChurchNetUSA.com

Business Sector Startup & Small Businesses: Larger Businesses: Incorporation Bookkeeping Biz Cards, Logo & Flyers Web Design & Branding Business Plan Solutions Minority & WBE Biz Cert. Larger Businesses: Marketing Services Company Foundation

Nonprofit & Churches Service Include: 501c3 Grant Writing Strategic Planning Fundraising Solutions State Charity Registration 990 Tax & State Filings Nonprofit Marketing & Social Media

Market Potential 1.5MM Nonprofits & Churches (5,000 NPO Orlando) (Top 10?) 100K – New 501c3ez in 2015 (IRS) – 2000 New 501c3 P/Yr (2%) 70% of all Nonprofits & 100 % of startups need help! - 2 yrs. 25MM Small Business Nationwide (50,000 Orlando) 500,000 New Startups 75% Small Businesses - Less 10 Employees Top Needs: Accounting , Website & Marketing

BizCentral Challenge Closing Ratio: Local 80-90% - Telephone 20-30% Clients Call Mostly For Consultation – Ask for local agent Advertising Spend (SEM) .25c vs. $1.50-$3.00 [$500K+] Double Business 1st 5 Yrs - 2nd 5 :Slower Growth (2012-2018) Prospects Need Help! They will buy: Trust - Benefits - Easy!

Consultant Challenges Consultant selling time is limited: Order processing Marketing activities Customer care Adding Staff : increases overhead, complexity and risks Better alternative?

Partner Team Work Consultants: Focus building relationships and generating sales BizCentral serves as a back office: Marketing Support Customer Service Order Production Quality Control Adding New Services

Teaming Makes Sense! Clients Prefer Face to Face! Relationships selling more effective than advertisement! Hardest part of selling is getting your foot in the door! 25 MM Business 1.5 MM NPO & 500K Startups. We can make this a Win-Win-Win for all!

Partner Lessons Some consultant only interested in our marketing strategies Consultants worried about their brand - conceal our company Consultants lack product knowledge & sales skills Consultants had a hard time finding leads Consultants selling low dollar items. (Earning potential)

Partner Lessons We were concerned about giving away our clients We did not share leads or coaching 2 success We did not provide enough follow-up communication We did not find enough ways to help partners earn more We did not share best practices to keep partners motivated

Easy Pay Options

Easy Pay Options

Fundraising

Fundraising

Easy Pay Options In-house Financing - Pay 2 – Pay 3 - Pay 4 Buy Now Pay Later PayPal Credit Line of credit ($2500-$10,000) In-house Financing - Pay 2 – Pay 3 - Pay 4 Cash, Check, Credit Card, Pay Pal, Money Gram

Questions One seminar with 25 attendees new orgs How many can you convert to clients? Are you a member in any NPO Assoc.? Can you do more seminars per week? What do you think will be the objections?

Income Income 15K Sale = $3,750 In Commission ++ (Paid as Collected) 25% of transaction Plus Set up fee Plus Consulting Hours Up to 40% of the Sale 15K Sale = $3,750 In Commission ++ (Paid as Collected) 5K Sale = $1,250 + + $2,500 Sale = $625 + +

Agenda What We Will Cover: Company and Services Market Potential - NPO & Biz Sales Process & Tools Payment Plans Service Process Q&A

Other Benefits 50 Nonprofit Leads to Start Customized Flyer Presentation Assistance Training & Support Web page on our site

Consultant Directory

Consultant Page

Inside Sales Reps sell avg. 12-15K P/wk. Talk 150 Week Close 25 Orders $500 Avg. Transaction NP Exp. 1-3 Yrs. Boy Scouts vs. Navy Seals

Wrap Up Questions? Are you excited? Do you see the potential? Sales training will explain more But let’s discuss products next