2. Outline
• Pg 3) Ricoh USA/IKON Commission Structure
• Pg 4) Ricoh USA/IKON: Highlights
• Pg 5- 7) Ricoh USA/IKON: Performance Contract/Print
Specialist with Net New Reporting
• Pg 8) Paychex: FY 13 Region 4 Fiscal End Rankings
(Approved HRS Quota and % of quota achievement).
• Pg 9) Paychex Conference Qualifiers (top 10% of
company)
• Pg 10-11) Paychex: Letters from Team Lead and Rookie
Rep Trainer.
3. IKON/Ricoh USA Commission and Net New
Provisions
Note: Catherine Fisher began ramped quota March, 2010
Commission schedule from Jan, 2010 - May, 2010
Conversions, and SR Saves are NOT new business.
% Quota Net New
Conversio
n Save Save - SR
Canon
SWAP
Color
Base
1.00% 1.00% 0.50% 1.00% 1.00% 10.00% 15.00%
49.99% 1.00% 0.50% 1.00% 1.00% 10.00% 15.00%
50.00% 2.00% 0.50% 1.00% 2.00% 10.00% 15.00%
80.00% 4.00% 0.50% 1.00% 4.00% 10.00% 15.00%
110.00% 6.00% 0.50% 1.00% 6.00% 10.00% 15.00%
Commission schedule from June, 2010 - May, 2012
Conversions are NOT new business.
% Quota Net New Conversion Save Win Back Color Base
1.00% 1.00% 0.50% 1.00% 10.00% 15.00%
49.99% 1.00% 0.50% 1.00% 10.00% 15.00%
50.00% 2.00% 0.50% 1.00% 10.00% 15.00%
80.00% 4.00% 0.50% 1.00% 10.00% 15.00%
110.00% 6.00% 0.50% 1.00% 10.00% 15.00%
4. Ramped Quota Began March 2010. January and Feb, 2010
Quota Was Set at Zero While Training
• 2010 196% of quota
• 2011 143% of quota
• Launched RPM (Ricoh Print Management =
Fleet takeovers and Software
Implementation)
• Marketing
• Gained TX and Great Plains
• Presentations and DOS Training for Mountain
District
5. % Quota Net New Conversion Save Save - SR Canon SWAP Color Base
1.00% 1.00% 0.50% 1.00% 1.00% 10.00% 15.00%
49.99% 1.00% 0.50% 1.00% 1.00% 10.00% 15.00%
50.00% 2.00% 0.50% 1.00% 2.00% 10.00% 15.00%
80.00% 4.00% 0.50% 1.00% 4.00% 10.00% 15.00%
110.00% 6.00% 0.50% 1.00% 6.00% 10.00% 15.00%
Mar-10277% Net New Apr-10106% Net New 10-May113% Net New
Total Sales $30,464 Total Sales $21,821 Total Sales $32,893
Canon SWAP $14,975 Canon SWAP $5,018 Canon SWAP $4,523
Color Base $2,386 Color Base $3,000 Color Base $12,521
COMDOC $- COMDOC $- COMDOC $-
Conversion $- Conversion $- Conversion $-
Maintenance Fleet
Addition $6,952
Maintenance Fleet
Addition $6,325
Maintenance Fleet
Addition $1,200
(Monthly Total) Net New
(Total $27,734)
1,908
(Adjusted for total) Net
New $4,869
(Adjusted for total) Net
New $14,649
Save $775 Save $- Save $-
Save w/ SR $1,513 Save w/ SR $2,610 Save w/ SR $-
Additional Parts and
Labor = $1,956
Additional Parts and
Labor = $680
Additional Parts and
Labor = $928
Commission Total : $2,505 Commission Total : $1,863 Commission Total : $3,384
Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine Fisher
MONTH: Mar-10 MONTH: Apr-10 MONTH: May-10
Quota $10,000 Quota $20,000 Quota $30,000
Total Revenue $30,464 Total Revenue $22,501 Total Revenue $33,821
TOTAL % Quota 305.00% TOTAL % Quota 112.50% TOTAL % Quota 112.74%
Commission $1,468 Commission $1,863 Commission $3,384
11 Net New Placements 21, 20 NET NEW
49 Placements, ALL NET
NEW
6. Sep-10149% of Quota Net New Oct-1056% of Quota Net New Nov-10111% of Quota Net New
Total Sales $64,217 Total Sales $32,640 Total Sales $44,914
Color Base $22,988 Color Base $9,090 Color Base $30,924
COMDOC $- COMDOC $- COMDOC $-
Conversion $- Conversion $- Conversion $-
Maintenance Fleet Addition $- Maintenance Fleet Addition $275 Maintenance Fleet Addition $339
(Adjusted for total) Net New $9,192 (Adjusted for total) Net New $7,445 (Adjusted for total) Net New ($ ) $8,313.30
Save $4,797 Save $10,196 Save $504
Win Back $27,240 Win Back $5,634 Win Back $4,834
0 $- 0 $- 0 $-
Additional Parts and Labor = $575 Additional Parts and Labor = $- Additional Parts and Labor = $-
Commission Total : $6,831 Commission Total : $2,338 Commission Total : $5,646
Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine Fisher
MONTH: Sep-10 MONTH: Oct-10 MONTH: Nov-10
Quota $40,000 Quota $40,000 Quota $40,000
Total Revenue $64,792 Total Revenue $32,640 Total Revenue $44,914
TOTAL % Quota 161.98% TOTAL % Quota 81.60% TOTAL % Quota 112.28%
Commission $6,831 Commission $2,338 Commission $5,646
83, 80 new 38, 33New 58, 52 New
SEPTMBER, 2010 OCTOBER, 2010 NOVEMBER, 2010
10-Dec110% of Quota Net New 11-Jan37% of Quota Net New 11-Feb114% of Quota Net New
Total Sales $89,832 Total Sales $40,749 Total Sales $64,182
Canon Take Away $- Canon Take Away $- Canon Take Away $-
Color Base $11,609 Color Base $5,009 Color Base $20,241
COMDOC $- COMDOC $- COMDOC $-
Conversion $- Conversion $- Conversion $-
Maintenance Fleet Addition $3,757 Maintenance Fleet Addition $427 Maintenance Fleet Addition $14,100
(Adjusted for total) Net New $21,081 (Adjusted for total) Net New $2,509 (Adjusted for total) Net New $11,214
Save $45,825 Save $25,989 Save $18,627
Win Back $7,560 Win Back $6,816 Win Back $-
Additional Parts and Labor = $783 Additional Parts and Labor = $297 Additional Parts and Labor = $-
Commission Total : $4,493 Commission Total : $1,840 Commission Total : $4,741
Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine Fisher
MONTH: Dec-10 MONTH: Jan-11 MONTH: Feb-11
Quota $40,000 Quota $40,000 Quota $40,000
Total Revenue $90,615 Total Revenue $41,046 Total Revenue $64,182
TOTAL % Quota 226.54% TOTAL % Quota 102.62% TOTAL % Quota 160.46%
Commission $4,493 Commission $1,840 Commission $4,741
107, 83 2010: 196% overall 56, 28 59, 46
DECEMBER, 2010 117% overall Net New JANUARY, 2010 FEBRUARY, 2011
7. 11-Mar112% of Quota Net New 11-Apr63% of Quota Net New 11-May91% of Quota Net New
Total Sales $45,562 Total Sales $45,772 Total Sales $57,801
Canon Take Away $3,780 Canon Take Away $- Canon Take Away $-
Color Base $- Color Base $17,014 Color Base $-
COMDOC $- COMDOC $- COMDOC $-
Conversion $- Conversion $- Conversion $-
Maintenance Fleet Addition $9,600 Maintenance Fleet Addition $1,038 Maintenance Fleet Addition $-
(Adjusted for total) Net New $30,946 (Adjusted for total) Net New $5,118 (Adjusted for total) Net New $32,289
Save $642 Save $20,657 RPM Fleet $4,212
Win Back $594 Win Back $1,944 Save $21,300
Additional Parts and Labor = $- Additional Parts and Labor = $260 Additional Parts and Labor = $-
Commission Total : $2,725 Commission Total : $3,362 Commission Total : $2,403
Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catheriine Fisher Contract Sales Rep: Catherine Fisher
MONTH: Mar-11 MONTH: Apr-11 MONTH: May-11
Quota $40,000 Quota $40,000 Quota $40,000
Total Revenue $45,562 Total Revenue $46,032 Total Revenue $57,801
% Quota 113.90% % Quota 115.08% % Quota 144.50%
Commission $2,725 Commission $3,362 Commission $2,403
17, 13 New 39, 21 38, 26
MARCH, 2011 APRIL, 2011 MAY, 2011
***Medical Leave June and July, 2011*** Quota Adjusted to $400,000.00 for Year 2011
11-Aug106% of Quota Net New 11-Sep80% of Quota Net New OCT, 2011 LAYOFFS AND NEW REPORTING SYSTEM
Total Sales $45,336 Total Sales $46,259 October - December, 2011: 2011: 143% of Quota
Canon Take Away $- Canon Take Away $894 113% of Quota Net New
Color Base $8,060 Color Base $7,378 OCT, 2011: $34,973
COMDOC $- COMDOC $- % OF QUOTA NET NEW: 100%
Conversion $- Conversion $- NET NEW: $30,426.51
Maintenance Fleet Addition $2,428 Maintenance Fleet Addition $- % OF QUOTA: 87%
(Adjusted for total) Net New $663 (Adjusted for total) Net New $20,306 COMMISSIONS: $
RPM Fleet $31,040 RPM Fleet $-
Save $3,145 Save $14,364 NOV, 2011: $103,183.00
Win Back $- Win Back $3,317 NET NEW: $92,887.50
Additional Parts and Labor = $- Additional Parts and Labor = $- % OF QUOTA NET NEW: 232%
Commission Total : $3,288 Commission Total : $2,854 % OF QUOTA: 260%
Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine Fisher COMMISSIONS: $
MONTH: Aug-11 MONTH: Sep-11
Quota $40,000 Quota $40,000 DEC, 2011: $82,806.50
Total Revenue $45,336 Total Revenue $46,259 NET NEW: $82,806.50
% Quota 113.34% % Quota 115.65% % OF QUOTA NET NEW: 207%
Commission $3,288 Commission $2,854 % OF QUOTA: 207%
August, 2011 September, 2011 COMMISSIONS: $
10. Thomas Hamilton
Paychex Senior Benefits Consultant
4650 W Spencer St
Appleton, WI 54914
thamilton81@gmail.com
October 22, 2013
To whom it may concern:
I worked with Katie Fisher at Paychex where we both sold 401k and FSA benefits to small and medium size companies. Katie is a
result driven, highly competent, and skilled sales professional and I recommend hiring her.
I pride myself on being able to learn something new and hit the ground running, but Katie is the master. Katie is able to quickly
absorb information and put it to use with clients and prospects. This allowed her to be the only sales representative in our sales
district to ever qualify for Conference in an eight month pre-rookie year. In eight months, she spent three to four weeks out of
the field in training, and then sold enough to qualify for the company incentive trip for top performers. Others on the team have
worked in the position for five years before earning this trip.
Katie’s communication skills allow her to simplify complicated conversations for her clients, which makes it easy for people to
buy from her. Paired with her high level of energy, enthusiasm, and passion she has for sales, Katie is a near unstoppable force in
the proper selling environment.
Overall, Katie possesses selling abilities and traits that can’t be taught, which makes her an asset to any sales organization. The
selling community needs more Katie Fishers, and I would love to have her on my sales team. Please feel free to contact me with
any questions about this recommendation or my experience with Katie.
Sincerely,
Thomas Hamilton
920-851-2386
11. October, 23rd, 2013
To Whom It May Concern:
Catherine Fisher was a huge asset to Paychex. She is fully dedicated and exceed her quota her
entire time at Paychex. She is very intelligent and puts in 150% in learning the product to
ensure that she can be passionate about what she is selling. Catherine is extremely talented in
Sales and would be a huge asset to any company.
When I was introduced to Catherine during her first week at Paychex, I was assigned to
telemarket with her. Typically during the two hours scheduled, reps will set between 1 to 3 face-
to-face appointments. Not only did Catherine go down my list of prospects and set
7appointments in less than 40 minutes (our time was cut short due to a client appointment),
she insured that each of the 7 appointments was set with an owner or officer of the company.
When our manager called to ask me how I thought Catherine would do, I had no hesitation in
telling him that she would be the rookie of the year upon her first full fiscal year in 2014. I
have been mentoring Paychex pre---rookie/rookies 3 years ago. I have yet to see another rep
parallel the effort I see put forth from Catherine Fisher. She is a natural and I will miss her
very much.
I can be reached at 262-794-7445 and would highly recommend Catherine Fisher.
Kindest regards,
Sharon Murbarger
Paychex Inc.
262---794---7445