David Margetts has set up "Activate Coaching for Performance" to help individuals, teams, and businesses maximize their potential and exceed goals through performance coaching programs. As a performance coach, he works with clients to build tailored programs addressing identified business, performance, and development needs. Through diagnostic reviews, training, coaching, and follow-through, he helps raise performance levels and deliver sustainable results. With extensive global experience, he has a track record of delivering turnaround results in areas like sales productivity, distribution, manpower growth, and executive development.

1. David Margetts

2. “Activate Coaching for Performance” has been set up to help
Individuals, Teams and Businesses to Maximise their Potential in exceeding
their Goals.
As Performance Coaches we take full responsibility for building tailored
programs to address Your identified and agreed Business, Performance
and Development Needs.
It provides an holistic approach to raising Performance levels through
effective operational reviews, solution development & implementation, up
to the all important Results delivery.
It combines diagnostic, training, performance coaching and strong ‘follow
through’ in order to have the greatest impact on sustainable Performance.
Crucially we always put ‘skin in the game’ and assume full
‘partnership accountability’.

3. A Senior Business Leader with extensive Global experience operating in both mature and
emerging markets, David can boast an excellent track record in consistently delivering
‘turnaround’ results.
He has scored notable successes in relation to in raising Sales Productivity, building Distribution,
delivering Manpower Growth, and in developing top Executives.
A committed and energetic Leader, David is passionate about Coaching teams and individuals to
‘superior performance’, combining both strong business awareness and results orientation, with
an effective coaching style and excellent relationship management skills.
During a successful period with Prudential UK spanning 18 years, David enjoyed a variety of
sales and sales leadership roles, starting as a Consultant and progressively rising to Regional
Manager. Consistently he exceeded set targets and was a perennial Top Quartile performer.
The next 12 years with MetLife (Alico) gave David the opportunity to continue to deliver
incremental ‘top and bottom line’ results, and measurable improvements in operational
efficiency, across a wide variety of different markets and locations. These include, living in 6, and
operating across more than 30 different countries, spanning Europe, Latin America, Middle East,
Africa, and Asia.
The last two years have seen David successfully build ACP through utilising his experience to
support a wide variety of businesses in exceeding their business and performance goals.

4. The results below provide a ‘snapshot’ of ‘what has been delivered through a selection of tailored
‘Performance Improvement Coaching Programs’
 Philippines 2014
 Productivity +43%
 Korea 2014
 Productivity +22%
 Spain 2013
 Productivity +82%
 Greece DSF 2012
 Productivity +36%
 Lebanon 2011
 Monthly Production Average +60%
 Colombia 2011
 Active Advisors +25%
 Turkey 2010
 Productivity +43%
* Source AMP Results. Based on 6 months before vs after performance comparison

5.  Operational Diagnostics
 Performance Management
 Manpower Development
 Coaching
 Specialised Workshops
We can offer one or a combination of the above ‘tailored’ products or
bespoke solutions depending upon the identified and agreed Business
/ Performance and Development needs.

6. The Operational Diagnostic consists of a ‘deep
dive’ into a selected part of an operation to review
and understand current results, activities and
processes, compared to planned objectives and
best practices.
The review will determine the Business,
Performance and Development needs in order to
propose implementable solutions that will deliver
enhanced Performance.

7. The Performance Management Program (PMP) will
develop Field Managers and Executives to be able to
proactively manage performance through Sales
Activity Management.
The program will coach teams and individuals on
how to evaluate and manage activity, to increase their
team’s Activity and Productivity levels.
It will provide the approach and the tools to enable
the Field Manager and Executives to segment their
teams, identify the people who need most help and
implement the methods they should use to create a
Performance Management culture.

8. OVERALL PROGRAMME
9.0
“Very relevant to what we
need to do, instead of
just tracking MIS,
which is what we
currently do”
Citi HK
9.2
Citi SG
9.4
AIA
8.4
RELEVANCE TO YOUR ROLE
9.0 Citi HK
9.4
Citi SG
9.2
AIA
8.3
RECOMMEND WORKSHOP TO
OTHERS
9.3 Citi HK
9.5
Citi SG
9.6
AIA
8.8
“More sharing of
AIA products,
potentially when
handling objections”
“The ideas taught are
very applicable and
the sales management
techniques useful”
“Very professional and
practical. Will definitely
be the foundation of
my leadership”
“Maybe demonstrate
more real life
insurance sales by an
expert”
Sales Management Effectiveness Workshop
Hong Kong, 3-5 November 2014
“It’s 100% relevant!”
“I love the GROW
model!”
“Good! Good!
Good!”

9. Sales Management Effectiveness Workshop
Hong Kong, 3-5 November 2014
Post-workshop results (Hong Kong CPC segment)
Agreed targets post-workshop:
1) 2-3 referrals per RM per month
2) 3 appointments per HNW FPC per day
Activities / enablers implemented to deliver targets:
To support 1)
 Team briefing sessions every morning
 Green zone activities every day to generate leads and referrals
 GM to conduct scheduled and ad hoc 1:1 coaching sessions with RMs
To support 2)
 Wholesalers provide training and pre-case support to HNW FPC and RM
 GM conducts scheduled and ad hoc 1:1 coaching sessions and joint fieldwork with HNW
FPCs
Results so far…….
 Significant increase in the # of referrals between Oct and Nov
 Increase in the # of appointments held between Oct and Nov
 ANP increase of 350% from Nov to Dec

10. The Manpower Development Program (MDP) has been designed to
support the development of F2F distribution. The program utilises
F2F best practices that have worked successfully across the World to
‘drive up’ New Agent Recruitment, Productivity &
Retention.
It includes;
 Development in recruiting, selection and coaching of new Agents.
 Active recruitment, selection and retention of agents to targets
under supervision.
 Development in the supervision, monitoring and measuring of
New Agents.
The Manpower Development Program can be adapted to support:
 New Agency Distribution development.
 Existing Agency Growth development

12. The Executive Coaching Program (ECP) will
enable selected high potential executives to
enhance their leadership effectiveness,
performance and career progression.
Executive Coaching is aimed at the individual to
achieve their full career potential while
implementing their improved competencies to
deliver tangible Results through an agreed
Performance Improvement Project, as well as
transferring skills and knowledge to their direct
reports.

14. A number of ‘Specialised’ Workshops are available and
can be tailored for Agents and Field Managers to support
business improvement, including;
 Customer Centric Relationship Selling, designed to
deliver a ‘positive’ customer experience and improve
activity ratios
 Living a Life of Significance; designed to create Belief,
Confidence and Value in the ‘Good that We do’
 Maximising Our Unlimited Potential; designed to
support high achievers move to the next level
 Building and Retaining high value Customer Portfolio;
designed to provide tools and methods for agents to
Actively Prospect and Service their clients

16.  “It was not like any other "courses" .. what made the difference was not only the content, but the delivery style,
the commitment, resourceful analysis, and the close follow up by David. made all the participants passionate
and convinced that this is not "another management course" but a "must-apply" modus operandi “
- S Halawi Agency Director Lebanon
 “David has definitely done it and you can tell from the way he trains. It has a different approach , tone , it is
more assertive , to the point , it is real , it shows you the way.,actually the best part of it is that it works.”
J C Noujaim CEO Lebanon
 “David is a world class coach for any sales person as well as for managers. He perfectly knows the agency
insurance business, provides very high level trainings with tips and highly operational key success factors.”
C Garnier WE Mkting Manager F2F
 “David is a no-nonsense executive who gets down to work and effectively gets the job done. He's an agency
expert who's also easy to work with.” D Costello CEO Korea
 “David is one of the few trainers who came up the ladder from the agents position through Agency Manager
position. He can relate to the problem and analyse it and help with the right advice.”
I Horsky Senior Agency Manager Slovakia
 “David had provided an invaluable service by consulting on agency development in Russia. The substantial
hands-on experience in life insurance industry, great training and coaching skills as well as great character and
cross-cultural sensitivity had become factors to his mission's success.” M Ryzhkov Dist Head Russia
 “he is a thoroughly professional, articulate, thoughtful and energetic leader with the rare ability to get things
done to a high standard all the time. He is a good strategist and knows business inside out, but allies this
strength to great people skills. A top guy! “L Forrest Regional Head F2F Asia

18. We seek to provide ‘Top Class
International’ experience and expertise,
and without the ‘middle men’ and
‘infrastructure costs’, we can do this at
‘Local’ levels, and with a unique
‘Variable’ element based on results
delivery – ‘skin in the game’.

20. ACP
 Office +44 1454 312844
 Mobile + 44 7585 900 518
 E-mail davidmargetts@Hotmail.com
 Office Address;
9 Old Mill Close
Westerleigh
Bristol
BS37 8QD
UK