1. Lead By: Efrain Rodriguez
Consultant
HBIF Meeting
Partner Training
Lead By: Efrain Rodriguez

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

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

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

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

6. 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!

7. 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

8. 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

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

10. 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

11. 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 ( )
Prospects Need Help! They will buy: Trust - Benefits - Easy!

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

13. 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

14. 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!

15. 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)

16. 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

17. Easy Pay Options

18. Easy Pay Options

19. Fundraising

20. Fundraising

21. 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

22. 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?

23. 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, $2,500 Sale = $

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

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

26. Consultant Directory

27. Consultant Page

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

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