Springboard Consulting Overview

©Copyright 2016 Springboard Consultants, LLC. All rights reserved.©Copyright 2016 Springboard Consultants, LLC. All rights reserved.
Elevate Your Thinking
Elevate Your Business

Common Business Challenges
Unmet revenue
expectations from
new and/or existing
customers
Leadership
overwhelmed due
to lack of focus at
all levels of the
organization
Difficulty in
attracting, retaining
and attaining results
from a new
generation of
workers
Ineffective use of
data when
solving problems
and making
decisions
Inability to
establish metrics
that matter &
inability to
leverage “Big Data”
Conflict and
ineffective
internal and
external
communications
Absence of a
championship
mentality
Deficiencies in sales
strategy and
performance
Need for leadership
development and
performance coaching
Ineffective Piece-meal
approaches to change
CRM implementations,
e-commerce, social
media ROI digital
dashboards & process
improvement
Lack of capability or
inability to acquire
growth funding

Elevating Business
Springboard Consulting provides business leaders with the tools and guidance
they need to take their companies to the next level of growth.
Staffed by senior executives with ownership, managerial and technical
expertise and backed by a network of more than 200 specialty consultants,
our comprehensive portfolio of solutions can accelerate a company’s move
along the stages of business maturity – from Inception and Survival through
Growth, Expansion and Maturity.
®

Human Capital Performance Code
We offer personalized coaching and “train the
trainer” instruction for 10Rule’s patented candidate
assessment and vetting engine:
• Measure: Conduct 10-minute candidate profiles
to quantify performance potential based on
behavioral brain mapping and clinical science
• Bench: Rank candidates against the current top
10% of performance in a given job
• Hire: Recruiters focus their time strategically
with pre-vetted, high potential candidates
• Develop: Coach the beliefs and behaviors ideal
to each position, while raising your baseline
through strategic hiring
The sustainable way to replicate the performance of
the top 10% is to hire high-potential candidates & up
skill your core to high performance behaviors

Elevating Business Maturity

Our Suite of Solutions
Fit for Funding
Transforming
founders into CEO’s,
bringing private
equity, venture
funding and
entrepreneurs
together
Business
Transformation
Aligning people,
processes, products
and technology to
attain results through
a high performance
Culture
Sales &
Operational
Excellence
Helping Sales Leaders
grow the top line ,
build strategy, and
create high
performance teams
that are mentally
tough
Marketing &
Digital
Engaging key
stakeholders in
purpose-driven
dialogue measuring
customer experience
with real-time
dashboards

Identify and
Acquire Funding
Needed for Growth
Secure outside investment to grow your business
Leverage Time
and Talent Into
Upside Cash
Outcomes
Move From
Founder- to CEO-
Mindset
Enhance
Leadership
Effectiveness
• We work with a trusted network of private equity and venture funding partners who can
help you determine the right type, timing and amount of funding needed to grow your
business
• In this unique model, we work cooperatively with you and your investment partners to take
your business to the next level
• Our funding partners rely on us to assist you in developing the skills needed to transition
from founder to CEO
Fit for Funding
Introduce New
Networks,
Methods, Industries
and Markets

Create a High
Performance
Culture
Accelerate revenues through customer-focused
leaders, sales processes and scalable tools
Identify Targeted
Performance
Improvements
Customer-Focused
Approach to Sales &
Customer
Experience Mgmt.
Create and
Empower Founders,
Sales & Marketing
Leaders
• We build data-driven sales leaders who are able to coach and develop high performance,
customer-focused sales professionals and environments
• While sales training companies often focus solely on training and software companies
promote the latest CRM, we take a holistic approach that includes all contributors to sales
effectiveness
• It is through this lens that we discover and partner with you to implement the high-gain
targeted improvements that deliver sustainable business results
Sales & Operational Excellence

Develop Long-
Term Strategies
Based on Data
Realize lasting change through development of a
sustainable, high-performance culture
Design and
Implement Processes
and Systems
Attract, Retain and
Attain Results from
a New Generation
of Worker
Establish a High
Performance/High
Fulfillment Culture
• A high-performance culture begins with a strategy and cascades down through all parts of
the business through the alignment of people, processes and systems
• While many consultancies view transformation at the functional group level, we believe that
true transformation requires a connection to overall business strategy, not just functional
goals
• By viewing business transformation holistically, you can create a sustainable, high-fulfillment
culture that appeals to a new generation of worker, enabling continue business growth
Business Transformation

Develop Marketing
Strategies, Content
and Deliverables
Engage in meaningful dialogue with your key
stakeholders, using data and insights to adapt to
constantly changing conditions
Understand and
Proactively Manage
the Customer
Experience
Leverage
Technology and
Data to Refine and
Drive Messaging
Maximize the
Effectiveness of
Internal and External
Communications
• Our holistic view of marketing communications encompasses all audiences, from regulators
and investors to employees, partners and customers
• Using real-time data and analytics, we can adjust tactics to course-correct when needed or
to take advantage of opportunities as they arise
• By imbedding communications into our consulting projects, we are better positioned to help
you communicate changes in ways that feel inclusive and understandable to those impacted
Marketing & Digital

How We Engage
Working Principles
All engagements lead to
measurable growth
Elevate your thinking to elevate
your business. Organizational
Alignment and performance
improvement starts with Self-
Leadership
Sustainable change requires
holistic solutions that address
underlying causes – not just
effects
Assess
•Level of Business Maturity
•Current State
•Performance Improvement
Areas
Design
•Measures of Success
•Resources
•Project Plan
Deliver
•Mentoring
•Coaching
•Training
•Facilitating
Evaluate
•Closeout
•Evaluate results
•Plan next steps
•Return visit to assure
success

Results: Professional Services
Purpose
A professional services firm needed strategy changes that called for more customer focused sales culture in order to
better frame, discover, design, implement and evaluate consulting projects.
Process
Developed regional approach to execute global strategy by positioning consulting services in the selling process,
moving from a transactional sales approach to results-based skills development projects. Aligned leadership,
developed processes and imbedded them in salesforce.com. Defined goals and metrics for success, assessed cultural
shift needed and imbedded behavior modifications in performance system. Delivered leadership, change, behavioral
style soft skills and sales coaching for sustainable success.
Payoff
• Grew number of consulting clients from two to 20 in one year by cross-selling consulting services to training
clients—an area in which the company had previously been unsuccessful despite multiple attempts over 20
years
• 2013 revenue growth of $1.2M over plan, and 20 percent over 2012.
• Improved average sales cycle time by 33 percent and improved on-boarding time to dollars by 100%
• Developed customer-focused sales approach for technically-based sales

Results: Telecommunications
Purpose
A fast growing telecommunications company needed tailored on-site training for supervisors and managers. Upon
further discovery, we identified there was no guiding mission or Vision-awareness at the local levels. Sales leadership
decided to expand the original need and start by building a customized high performance sales culture for sustainable
growth that could be measured and improved over time.
Process
Prepared for change by meeting with all stakeholders and gaining alignment through a proprietary assessment tool used
to define areas of strength and determine improvement steps. Managed change by providing on-the-floor development,
coaching and mentoring while redesigning the performance and feedback systems to support the high performance and
high fulfillment sales culture. Sustained change through “train the trainer” program, continuous on-boarding for key
skills in leadership, coaching for performance and results, communication and change. All supported with focused cross-
functional follow-up coaching and key stakeholder management.
Payoff
• Dallas market attaining #1 rank nationally in both revenue and profit
• Expanded program highlight to Los Angeles, New York, and Atlanta for best practice
• Expanded program to indirect dealer channel
• Improved morale and culture scores showing the improvement and ability to measure sense of purpose, customer
focus, leadership assertiveness, managers accountability, teamwork, employee satisfaction, and fulfillment over
time

Results: Construction
Purpose
In anticipation of the real estate market drop in 2007-2008, a stone supplier and construction company needed to raise
the level of maturity in sales and operations. They sought to build a sales culture that was team oriented and had higher
levels of accountability in order to continue to reach revenue goals despite the inevitable drop in the market conditions.
Process
Prepared for change by meeting with all stakeholders and gaining Vision alignment and buy-in for identified key
objectives. Facilitated current state issues and ideal future state design. Key areas for improvement included
development of Mission, Vision, Values and goals to support the change management initiative. Focused on sales
management coaching to managed change by providing leadership development, establishing culture committee, CRM
optimization and improved inside and outside sales strategy.
Payoff
• Achieved 8% profit goals despite a 25% drop in market conditions
• Established internal employee-driven culture committee for future fulfillment in the environment
• Developed accountability and sales contest to drive strategic shifts and behavior change
• Empowered sales manager to lead the business
• Currently client is embarking on new growth path to reach $50 Million in sales

Results: Financial Services
Purpose
• Financial Services Company with lagging performance in sales used the Laser Beam Hiring Program to
test the performance validity of program performance with a new sales class. The company wanted to
find out if the Laser Beam Hiring could not only predict Top Performance but also wanted it to predict
who would not meet the performance target quota minimums.
Process
• Research showed that select “Performance IQ Drivers” were necessary at minimum levels in order to
generate “maximum financial production”. These “Performance IQ Driver” ranges were put into
(templates) “top performer ” and non-matching templates.
Payoff
• $2,000,000 increased to the bottom line in 12 months
• Below is the overview of the production of 5 new recruits with profiles that predicted success.
(Successful Profile)
• 400:1 ROI

Springboard Consulting Overview

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