This is an overview of my career and leadership philosophy as a successful revenue generator and change agent. It includes highlights of the insights I’ve learned about team building, startup, turnaround and change management strategy execution as well as the importance of collaboration, communication and leadership in achieving results.

1. Building Bridges for Growth
www.linkedin.com/in/PeggyKlingel
Peggy Klingel
www.twitter.com/PeggyKlingelPeggyKlingel@gmail.com
Sales and Market Strategy Development and Execution
Change Management, Startup and Turnaround Expertise
PeggyKlingel@gmail.com
608-512-8830

2. Sustaining Growth
Requires Many Changes

3. Sustaining Growth
Requires Many Changes
It’s not always a simple path

4. Sometimes the path
turns, and we
miss the signs

5. Sometimes the path
turns, and we
miss the signs
Sometimes we meet
a river, and we
must cross

6. Sometimes there’s
a wall, and we need
to climb

7. Sometimes there’s
a wall, and we need
to climb
Sometimes we take
a new path
so we’re not lost

8. Sometimes we need
to hurry when
we’re behind

9. Sometimes we’re alone,
In front at our best
Sometimes we need
to hurry when
we’re behind

10. The path changes,
we need to move
with the times

11. The path changes,
we need to move
with the times
I build the bridges
that keep teams
ahead of the rest

12. How did I start building bridges?

13. My career started with
counting money.
How did I start building bridges?

14. My career started with
counting money.
How did I start building bridges?
I began as a CPA
(I like #’s and $).

15. My career started with
counting money.
How did I start building bridges?
I began as a CPA
(I like #’s and $).
This led to problem solving:
Where was the $?

16. My career started with
counting money.
How did I start building bridges?
I began as a CPA
(I like #’s and $).
This led to problem solving:
Where was the $?
Then I started building teams
to solve the problems.

17. My career started with
counting money.
How did I start building bridges?
I began as a CPA
(I like #’s and $).
This led to problem solving:
Where was the $?
Then I started building teams
to solve the problems.
Then I made a decision that forever changed my life.

18. I moved from accounting to sales.

19. I moved from accounting to sales.
Nobody does that, right?

20. The rest is history.
I build and develop teams, turn around operations,
implement new business processes and study markets
to increase revenue and customer satisfaction.

21. The rest is history.
However,
I am
different
than others
building
teams &
growing
revenue.
I build and develop teams, turn around operations,
implement new business processes and study markets
to increase revenue and customer satisfaction.

22. The rest is history.
I still
love #’s.
I focus on
profitable
revenue.
I build and develop teams, turn around operations,
implement new business processes and study markets
to increase revenue and customer satisfaction.
However,
I am
different
than others
building
teams &
growing
revenue.

23. The rest is history.
I have repeated this process over and over and over.
I still
love #’s.
I focus on
profitable
revenue.
I build and develop teams, turn around operations,
implement new business processes and study markets
to increase revenue and customer satisfaction.
However,
I am
different
than others
building
teams &
growing
revenue.

24. GES Tradeshows &
Marketing Programs
Telecom
Insurance
Insure Tech
CRM
Sector, Inc.
Data
Service
Data
Products
SaaS
Training
SaaS
Scholarships
I help companies grow.

25. GES Tradeshows &
Marketing Programs
Telecom
Insurance
Insure Tech
CRM
Sector, Inc.
Data
Service
Data
Products
SaaS
Training
SaaS
Scholarships
I help companies grow.
I have lots of knowledge to share as a team builder & revenue generator.

26. • It’s best to be a sponge to learn fast.
• Technology, people and collaboration can unleash great
innovation within companies and industries.
• The software is never done being developed.
• Higher education & nonprofit organizations are great partners
when you can help them with their mission.
• Companies prepare for months and years for big shows and
events, set them up in weeks and they are gone in days.
• Agents care deeply about customers and there is an important
reinsurance industry behind insurance.
• Teams in every industry are passionate about their company
and their desire to help their customers.
• That by understanding my customer’s customer, I can do the
most good.
I know…

27. • Created a sales and marketing strategy that secured a million dollar
software investment and positioned a startup for initial funding.
This leads to tangible results.

28. • Created a sales and marketing strategy that secured a million dollar
software investment and positioned a startup for initial funding.
• Introduced a new alliance program with nonprofit and higher education
partners to support a $10 million SaaS education program.
This leads to tangible results.

29. • Created a sales and marketing strategy that secured a million dollar
software investment and positioned a startup for initial funding.
• Introduced a new alliance program with nonprofit and higher education
partners to support a $10 million SaaS education program.
• Developed market strategy, negotiated partnerships and rolled out new
products for a 3,500 agent force tripling agent engagement and premium.
This leads to tangible results.

30. • Created a sales and marketing strategy that secured a million dollar
software investment and positioned a startup for initial funding.
• Introduced a new alliance program with nonprofit and higher education
partners to support a $10 million SaaS education program.
• Developed market strategy, negotiated partnerships and rolled out new
products for a 3,500 agent force tripling agent engagement and premium.
• Authored the strategy and led a $90 million successful insurance market
withdrawal increasing profitability and customer satisfaction.
This leads to tangible results.

31. • Created a sales and marketing strategy that secured a million dollar
software investment and positioned a startup for initial funding.
• Introduced a new alliance program with nonprofit and higher education
partners to support a $10 million SaaS education program.
• Developed market strategy, negotiated partnerships and rolled out new
products for a 3,500 agent force tripling agent engagement and premium.
• Authored the strategy and led a $90 million successful insurance market
withdrawal increasing profitability and customer satisfaction.
• Turned around an unprofitable services program negotiating and securing
multiyear contracts worth over $40 million.
This leads to tangible results.

32. • Created a sales and marketing strategy that secured a million dollar
software investment and positioned a startup for initial funding.
• Introduced a new alliance program with nonprofit and higher education
partners to support a $10 million SaaS education program.
• Developed market strategy, negotiated partnerships and rolled out new
products for a 3,500 agent force tripling agent engagement and premium.
• Authored the strategy and led a $90 million successful insurance market
withdrawal increasing profitability and customer satisfaction.
• Turned around an unprofitable services program negotiating and securing
multiyear contracts worth over $40 million.
• Implemented new SaaS customer satisfaction and strategic account
programs increasing retention and renewal revenue.
This leads to tangible results.

33. • Created a sales and marketing strategy that secured a million dollar
software investment and positioned a startup for initial funding.
• Introduced a new alliance program with nonprofit and higher education
partners to support a $10 million SaaS education program.
• Developed market strategy, negotiated partnerships and rolled out new
products for a 3,500 agent force tripling agent engagement and premium.
• Authored the strategy and led a $90 million successful insurance market
withdrawal increasing profitability and customer satisfaction.
• Turned around an unprofitable services program negotiating and securing
multiyear contracts worth over $40 million.
• Implemented new SaaS customer satisfaction and strategic account
programs increasing retention and renewal revenue.
• Identified and implemented business process improvements including
reducing billing cycle time 50% and numerous CRM implementations.
This leads to tangible results.

34. While having great experiences.
Business Process – Close the books with less
overtime, bill more efficiently and implement CRM.

35. While having great experiences.
Business Process – Close the books with less
overtime, bill more efficiently and implement CRM.
Service & Installation – Develop consistent
implementations, faster service, happy customers,
happy team members and more sales.

36. While having great experiences.
Business Process – Close the books with less
overtime, bill more efficiently and implement CRM.
Service & Installation – Develop consistent
implementations, faster service, happy customers,
happy team members and more sales.
Startups – Open new U.S. markets; introduce new
products and services while building teams.

37. While having great experiences.
Business Process – Close the books with less
overtime, bill more efficiently and implement CRM.
Service & Installation – Develop consistent
implementations, faster service, happy customers,
happy team members and more sales.
Startups – Open new U.S. markets; introduce new
products and services while building teams.
Turnarounds – Set up major account
best practices, new partnerships and
alliances driving growth.

38. While having great experiences.
Business Process – Close the books with less
overtime, bill more efficiently and implement CRM.
Service & Installation – Develop consistent
implementations, faster service, happy customers,
happy team members and more sales.
Startups – Open new U.S. markets; introduce new
products and services while building teams.
Turnarounds – Set up major account
best practices, new partnerships and
alliances driving growth.
And I agree with Thomas Edison…

40. But I don’t believe it has to be work.

41. But I don’t believe it has to be work.
The key is
the team!

42. But I don’t believe it has to be work.
The key is
the team!
When a great team comes together,
amazing things can happen!

43. The team members come from all over.

44. Accounting
Legal
Recruiting
Sales
The team members come from all over.
Strategy

45. Accounting Finance
Operations
Legal
EngineeringRecruiting
Service
Sales
The team members come from all over.
Strategy Compliance

46. Accounting Finance
Operations
Technology
Procurement
Legal
Facilities
Engineering
Development
Recruiting
Human Resources
Communications
Service
Sales
Business Development
The team members come from all over.
Marketing
Strategy Compliance

47. • Listening is often the most important part of doing.
From working with great teams,
I believe the following is true:

48. • Listening is often the most important part of doing.
• Everyone has something to contribute.
From working with great teams,
I believe the following is true:

49. • Listening is often the most important part of doing.
• Everyone has something to contribute.
• A company’s history should be honored, despite its
current challenges.
From working with great teams,
I believe the following is true:

50. • Listening is often the most important part of doing.
• Everyone has something to contribute.
• A company’s history should be honored, despite its
current challenges.
• People want to help, they just need a reason.
From working with great teams,
I believe the following is true:

51. • Listening is often the most important part of doing.
• Everyone has something to contribute.
• A company’s history should be honored, despite its
current challenges.
• People want to help, they just need a reason.
• Setbacks are learning opportunities, not failures and
we should celebrate successes along the way.
From working with great teams,
I believe the following is true:

52. • Listening is often the most important part of doing.
• Everyone has something to contribute.
• A company’s history should be honored, despite its
current challenges.
• People want to help, they just need a reason.
• Setbacks are learning opportunities, not failures and
we should celebrate successes along the way.
• No matter what the challenge, there are always options.
From working with great teams,
I believe the following is true:

53. • Listening is often the most important part of doing.
• Everyone has something to contribute.
• A company’s history should be honored, despite its
current challenges.
• People want to help, they just need a reason.
• Setbacks are learning opportunities, not failures and
we should celebrate successes along the way.
• No matter what the challenge, there are always options.
• Everyone should be a little better off for having been a
part of the team.
From working with great teams,
I believe the following is true:

54. • We are learning & growing.
• We understand the goal & are contributing.
• We are appreciated & valued for our work.
• We are helping others & having fun.
And we work best when:

55. I design, build and develop the teams
that solve the problems.

56. I design, build and develop the teams
that solve the problems.
And deliver results.

57. I build the bridges that
keep companies growing.

58. Peggy Klingel
Building Bridges & Teams for Growth
Sales and Market Strategy Development and Execution
Change Management, Startup and Turnaround Expertise
ww.linkedin.com/in/peggyklingel PeggyKlingel@gmail.com www.twitter.com/peggyklingel
608-512-8830
PeggyKlingel@gmail.com

59. PeggyKlingel@gmail.comwww.linkedin.com/in/peggyklingel www.twitter.com/PeggyKlingel
Priorities to drive organizational change.
Business areas to understand before joining or partnering with a company.
How to Start Fast and Deliver Results.
The benefits of a broad organizational understanding.
Other Presentations by Peggy Klingel
Leadership Principles for High Impact Results
The Five C’s of a Company Review
Growth Strategy Execution
Sales as a Team Sport