Advisor Network Monthly Call News & Guide Overview

Advisor Network Monthly Call News & Guide Overview June 2013 Frank Coker CEO CoreConnex, Inc. www.corelytics.com frank@corelytics.com 425-454-5006 Kris Fuehr Marketing Director Corelytics www.corelytics.com kris@corelytics.com 425-830-0867

Agenda News & Updates: • Marketing platform, your input please? • Industry leaders wanted • Guide to Advising with the Dashboard: Walkthrough with Frank Coker • New promo video available July 10 • Building your Brand Advisor Webcast now on-demand Open Door/Q&A Corelytics Advisor Program Overview (for newbies)

Sales & Marketing Platform OUR CRITERIA: • Support Advisors with design, messaging, & execution • Allow flexibility of message for advisors • Support marketing AND sales • Distribute templates, content syndication • Manage SEO; social media; email; more • Assign & track leads to the Advisors’ CRM • Provide full lead management for advisors even without a CRM system Corelytics is investing so you can automate your marketing & sales.

Marketing + Sales

Examples

Industry Focus, Corelytics + Advisor AV Medical Restaurant IT Const-ruction Food Industry Assn. Industry Assn. Industry Assn. Industry Assn. Infocomm Industry Assn. Peer group Peer group Peer group Peer group Peer group Peer group Clients Clients Clients Clients Clients Clients . . . • Advisor may offer (with Corelytics support) • Jointly published industry reports • Speaking engagements – Association, conferences • Regular Webcasts • Member promotions about your services • Trade events & member support • Network of trained advisors specializing in the industry

Industry • Industry updates/reporting • Expert analysis Yours?

Dashboard Guidewith Frank Coker

Planning and Preparation • Schedule a standing monthly meetings • Advisor and business owner phone meeting • Owner and management team meeting • Schedule pre-meeting actions • Client update of Corelytics • Advisor review of Corelytics (30 min max) • Post meeting actions • Update goals in Corelytics • Advisor writes summary status email (top 3 priorities)

Typical Meeting Agenda • Take the pulse - Get owners’ view of top business issues and priorities • Start at the end - Pre-define your view on financial priorities from dashboard • Quick review of screens that show positive results • Quick review of last month’s priorities • Walk through key screens that show top 3 concerns – be prepared to explore further • Discuss changes to goals • Discuss team review – accountabilities

Advisor's Roadmap for New Clients • Initial setup • Advisor set up as user • Verify profile data • Set goals to get Leading Indicators • Start with default values • Avoid data map until after first review • Agree on top 3 priorities with owner as soon as possible • Create first status report as soon as possible • Schedule monthly review meetings • Facilitate management team review process • Map Revenue and Expenses to correct accounts and LOBs • Set additional goals • Add staff users where appropriate

Top 10 Areas to Investigate w/Clients • Revenue trends • Expense to revenue trend • Revenue / expense forecast • Short-term cash trend • Long-term cash trend • Margin growth • COGS trends • Profit growth • Progress on key goals • LOB Performance • TIPS • Stop when you have “big 3” • Avoid drilling with owner • Push “solving” to managers • Make process consistent

Corelytics Advisor Network Overview

NextGen Accountants • Subscription-based services • Compares client performance • Offers diagnostic services • Supports strategic decisions • Serves clients year-long • Aides in sharing performance with client’s staff • Often works remotely • Gives clients an owner-view

Advisor Value • More value • Less time data-wrangling • New value-added services • Marketing, sales & tech support 30 clients, 1 hour/month, $300/mo each client = $100K supplemental annual revenue

Typical Advisor Offerings • Subscription-based pricing, usually $300-500/month whereby the advisor remotely consults through monthly or quarterly recurring meetings by logging into the dashboard, reviewing trends for a few minutes before the call, then jointly logging in and reviewing with the client for an hour. This is a 2-hour/month investment of your time at most per client. When client needs rescuing or more help, standard consulting rates apply. • Promotional offer, typically a free initial consultation (phone or in person) and often coupled with a custom “Financial Report” derived from the numbers you get from the dashboard. For a time (until we hit capacity), we can run these for you on request. • Reports and Summaries: Sometimes as simple as a blog, others do webinars with the findings from their industry. We’re doing an Advisor Call Wed this week to talk about “Building your Brand” and this is a key component. + an industry affiliation AND a relationship with the top 2 or 3 associations in your industry.

Getting Started • Decide if you pay or client pays for dashboard • Get your dashboard set up. Certify for logo. • Set up your offerings and pricing • Co-market/sell. $99/mo retail direct $79/mo $60/mo

Meet Others, Share the Ride Join Gina Fridays with other Dashboard AdvisorsGina Rodkeyginasvbook@gmail.com for Google Hang-out instructions.

Thanks! Frank Coker CEO CoreConnex, Inc. www.corelytics.com frank@corelytics.com 425-454-5006 Kris Fuehr Marketing Director Corelytics, Inc. www.corelytics.com kris@corelytics.com 425-830-0867

Old announcements

Leads • Get 3 clients • Commit to follow-up & report activity(example) 

1-Minute Conversation Starters now available • Value to Advisors WITH Customers • Unlock your data • Trends • Projecting your Performance Access them from www.corelytics.com/vidshorts Request more topicsfrom: kris@corelytics.com

Call for Stories! Seeking interviews with customers for book (not necessarily Dashboard users) Publish date: Nov/Dec 2013

Advisor Network Monthly Call News & Guide Overview