CEO & President – Jeffrey T. Sooey JTS Advisors Strategic Vision Retreat Welcome

Top Outcomes 4 the Day: 1. See the new products! 2. Create a compelling TEAM Vision for 2009 3. Create CHI JTS Advisors Strategic Vision Retreat Welcome

CHI – Common Human Intention Common Effort Common Action Common Outcome THIS is the JTS philosophy.

Goals: 2009 Coaches Training Coaching Niche Assessment Biz Dev

Coaches Training

Coaching Niche

Assessment Biz Dev

JTS Business Plan Review 2008

JTS Business Plan Accomplishments 30 in Coaches Training 10-30 Coaching Clients Internet Marketing New Practices: Blog Article 1x per day Submission to Article Directories / Video sharing Sites

30 in Coaches Training

10-30 Coaching Clients

Internet Marketing

New Practices:

Blog Article 1x per day

Submission to Article Directories / Video sharing Sites

JTS Business Plan Web Properties: www.coachestrainingblog.com www.managermastermind.com www.hireonlywinners.com Moved into the Small Business consulting space (sue, jeff s, jeff k, ellen) Accomplishments

Web Properties:

www.coachestrainingblog.com

www.managermastermind.com

www.hireonlywinners.com

Moved into the Small Business consulting space (sue, jeff s, jeff k, ellen)

JTS Business Plan New Coaches Designated: Jeff Klubeck Assessment coaches training established (5 went to TTI conference) Accomplishments

New Coaches Designated: Jeff Klubeck

Assessment coaches training established (5 went to TTI conference)

JTS Business Plan 8. Began using online video 9. JTS Database Exceeds 4000 List-Building JV relationships with: Eric Lofholm Arvee Robinson Other Smaller Partners Accomplishments

JTS Business Plan 10. Created Coaches Training Video Series + 3 Home Study Courses Sold over 25 11. Started 2 Manager Mastermind Groups Accomplishments

10. Created Coaches Training Video Series + 3 Home Study Courses

Sold over 25

11. Started 2 Manager Mastermind Groups

JTS Business Plan 12. Sold first hiring solution 13. Sold first Corporate Coaching Solution (ala carte) Accomplishments

12. Sold first hiring solution

13. Sold first Corporate Coaching Solution (ala carte)

Plan for 2009 JTS Business Plan

Plan for 2009 – BHAG GOALS JTS Business Plan I. CREATE AN ONLINE COACHING MASTERMIND PROGRAM (Enroll 40) II. ENROLL 100 IN COACHES TRAINING III. CREATE A PROFITABLE NICHE FOR COACHING IV. BUILD ASSESSMENT BUSINESS TO 20 ASSESSMENTS PER MONTH

Plan for 2009 JTS Business Plan Sister Goals: I. CREATE AN ONLINE COACHING MASTERMIND PROGRAM (Enroll 40) II. CREATE A PROFITABLE NICHE FOR COACHING The coach I select to work with will be the poster boy/girl for using the techniques I’m teaching on the online coaching mastermind. Others who want to participate = $100 or a Testimonial Triage.

JTS Business Plan Questions and Answers

JTS Business Plan 5 Minute Break & Continuing Discussion

Marketing New Directives

Marketing New Directives Affiliate Relationships: 1. Affiliate Pages

Marketing New Directives Affiliate Relationships (cont.): 2. ABC’s Set up a free session, free debrief, ct discussion, etc. JTS Will either run or sit in on the call, supporting the sales process You LEARN and MAKE $$ At the same time

Affiliate Relationships (cont.):

2. ABC’s

Set up a free session, free debrief, ct discussion, etc.

JTS Will either run or sit in on the call, supporting the sales process

You LEARN and MAKE $$ At the same time

Marketing New Directives Product Review: Coaching: -Team -Synergy -Private -Platinum Elite

Marketing New Directives Team Coaching Price Freeze

Marketing New Directives New $ For Synergy $250 / month Option #1: One on One Option #2: Group

Marketing New Directives Synergy One on One One on one coaching Group Coaching w/ JTS 2x

Marketing New Directives Synergy One on One Override: $25 Comission: $100 Coach: $25 JTS/Group Coach: $100 (eventually other group coaches)

Marketing New Directives Synergy Group Weekly Accountability Group Monthly Strategy Group

Marketing New Directives Synergy Group Override: $25 Comission: $100 JTS/Group Coach: $125

Marketing New Directives Platinum Elite Coaching Your Program… You get 70% of the fees Requirements: 1. Must be Bi-Designated 2. Maintain a minimum of 3 regular clients (team/private, etc.) 3. Enrolled at least 1 into coaches training 4. 6 month minimum commitment from your client

Marketing New Directives Product Review: Coach Training Products Coaches Training $5,000 (usually a deal for $2,600) Coaches Academy (eric/jts/arvee) $499 (on site or virtual/dvd -- $699 for both) -Coach Mastermind ($75 / mo - $495 pif) -Home Study courses ($500 ea.)

Marketing New Directives Product Review: Q & A

Marketing 5 min BREAK

Let’s Review: YOUR Business Plan 5 minute presentation 5 minutes feedback Marketing

Lunch

Let’s Review: YOUR Marketing Plan Marketing

Your Coaching Future: Comfort VS Time… Marketing

Key Distinctions: Entry Points: - Who (target) - What (product/service) - Why (pain/pleasure/logic) - Where (venue/medium) Marketing

Key Distinctions: Entry Points: - Who: New Coaches - What: Coaches Training - Why: ‘Contribute w/ Cash’ - Where: Google Searches - Where: JV’S w/ Ego Sellers Marketing

Key Distinctions: Entry Points: - Who: Small Businesses - What: Assessments - Why: Need Performing People - Where: Referals Marketing

Key Distinctions: SOI / Referrals Niche Niche Niche!!! JV Partnerships Speaking and Networking Free Sampling (2 ways) Marketing

New Assessment Products

--Dynamic Communication --Your Attitude is Showing Assessments Trainings

Assessments Solutions for Hire – New Flyers

Assessments TTI Challenge - Review

Assessments TTI Proposal System FREE Until August 1 st Info calls: Feb 3 rd 8am/Feb 4 th 12pm

Assessments TTI Online University (link sent to you)

Assessments Online Accountability System (link sent to you + pdf guide) Free until august 1 st. Info calls: Feb. 4 th 8am Feb. 6 th 12pm

Online Accountability System

Assessments EQ – Emotional Quotient Free Until April 30 th Use as a lead-gen

Assessments Resources: www.ttisuccess.com www.ttipep.com www.ttimetrics.com www.ttiuonline.com www.ttimpp.com

5 Minute Q & A Assessments

Break

CHI – Common Human Intention Why now?

CHI – Common Human Intention With CHI, our DIVERSITY is our STRENGTH. (Video on Polyface)

CHI – Common Human Intention Putting all our eggs in one basket will render a dramatic result.

CHI – Common Human Intention Once we do this 1x… we can repeat it in other niche markets.

CHI – Common Human Intention Market #1 = Coaches Market #2 = TBA

CHI – Common Human Intention Everyone brings a different strength to the table. These strengths ventured alone would be practically worthless…

CHI – Common Human Intention But, combined… We produce an exponential GAIN.

CHI – Common Human Intention Increase Leads 15% Increase Conversion 15% Increase Repeats/Referrals 15% --------------------------- 50% increase in new clients (consider this over time)

CHI – Common Human Intention WIIFM? 1. Training for your specific strength 2. Pay (on results primarily) 3. Client placement / leads

CHI – Common Human Intention Example Coach Masterclass $75 / month, I / the closers up sell to $175 / month You’re paid the $100 Chances for CT enrollments, etc., incl. referrals

Example

Coach Masterclass

$75 / month,

I / the closers up sell to $175 / month

You’re paid the $100

Chances for CT enrollments, etc., incl. referrals

CHI – Common Human Intention Steps in the process: 1. Lead Gen: Social media team 10% + client leads/placement (credit via lead page)

CHI – Common Human Intention Steps in the process: 1. Lead Gen: Content Team (vid/written) $10 / content item 10% + client leads/placement (credit via lead page)

CHI – Common Human Intention Steps in the process: 1. Lead Conversion: Follow up / Sales / Closers Commissions + client leads/placement

CHI – Common Human Intention Steps in the process: 1. Referal / Repeat business: Follow up Commissions + client leads/placement

Live the Life of your dreams… Make a difference & Have fun in the process!