1. delight QuickBooks Connected Services, Subscription & Care PLUS Blaze L&D Kick-off July 27, 2011

2. Intuit Confidential 2 Project Overview – Scope Learning Objectives Learning Tracks DACI Details Project Deliverables/Next Steps Questions/Concerns Agenda

3. Intuit Confidential 3 Training Goal: Provide agents the knowledge, skills, and confidence needed to sell the 2012 QuickBooks release. Who: ALL DSS, Customer Plus What: (Is the value of this training) – What’s In It For You? – Customers – Life Stage (who is a fit) – Value Props – Values to the customer – Product Knowledge – What are the new/updated products? – What are the features and benefits? – Differentiate between offerings – Competitive Advantages – Why switch/or start? – How to position and sell How: 60% of this training will be WBT ~ 2 Hours 30% of this training will be ILT ~ 1 Hour 10% of this training is designated testing time ~ 15 minutes Scope

4. Intuit Confidential 4 Learning Objectives: The learner will be able to: -Define Connected Services -Describe QB Attached Documents service -Specifically: Pricing, packaging, target audience -Describe QB Live Support service -Specifically: Pricing, packaging, target audience -Describe Intuit’s Data Protect service -Specifically: Pricing, packaging, target audience -Describe Timing & billing service -Describe Commissions Sales -Define QB Connect service -Define QB Mobile & Mobile Plus service -Define the difference between 2011 vs. 2012 of the offerings Learning Objectives

5. Intuit Confidential 5 Learning Tracks WBT Divided by offering Attached documents Intuit Data Protect 24/7 Support Time & Billing Commission Sales ILT Content Activities Behavioral Assessment Job Aids Pricing Features Benefits Comparisons Pro vs. Premier 2011 vs. 2012 Certification Knowledge Assessment Behavioral Assessment Learning Tracks

6. Intuit Confidential 6 Driver Approver Contributors Informed Theresa DeLong - Approver Scott Shapiro - Approver Julie Zeller – L & D Developer Steve Haney – Primary L & D Blaze Driver Theresa DeLong – L & D Lead Phat Quach – Primary Content Provider Lana Khavinson – Primary Content Provider Josh Zaroor – Support Plan Aurore Wu – Pro/ Premier Decision DACI

7. Intuit Confidential 7 Project Start Date: 20 July 2011 Length of Project : 47 days of development 3.25 hours of actual class curriculum Project is complete when: 1.Training has been completed 2.Sales agents have completed knowledge assessment 3.Coaches have completed administering application assessment 4.Reinforcement activities have been completed Project Risks 1.Possible revisions in the content last minute 2.Lack of SME availability (bandwidth) Final Deliverable: 24 August 2011 Project Details

8. Intuit Confidential 8 Project Deliverables

9. Intuit Confidential 9 Questions/ Feedback!