ForwardMetrics Strategic Planning made simple™ FM Navigator Plan to Win™ The easiest way to create and execute winning plans, align your organization and achieve success. Client Navigator Your competitive edge™ The total solution for consultants and executive coaches to win more clients and create more client wins. FM Community Connecting ForwardThinkers® The nexus for business leaders and thought leaders to inspire, connect and grow.

1. ForwardMetrics®
The true path to successTM

2. Client Retention
Client Navigator is a powerful cloud platform built from the ground
up for Consultants, Strategic Planners and Executive Coaches to
improve the way client engagements are managed.
Your list of service offerings grows with Client Navigator and our
revenue sharing program will help take your organization to the
next level.
Client Navigator and its core product; FM Navigator provide a
compelling competitive edge for your organization and a lead
generation program to build your client list.
Your success depends on your client’s success.
Our platform will significantly improve results for everyone.
Client Acquisition
New Sources of
Revenue
Improve Client
Outcomes
TM
Your competitive edge
TM
CLIENT NAVIGATOR

3. Strategic Planning, Collaboration, Performance
Management, Project Planning and Execution in the Cloud.
TM
CLIENT NAVIGATOR
OUR PLATFORM
TM
FM NAVIGATOR

4. Become the Center of Your Client’s Universe
By putting them on the path to success

5. Your clients want results, so give them a live plan and
Metrics that measure what drives their success,
Metrics that align the entire organization,
Metrics that improve accountability and
Metrics that achieve results…
ForwardMetrics®
The true path to success TM

6. New Revenue Opportunities
FM Navigator
Planning Sessions
Plan Development
Plan Implementation
Plan Management
Client’s Success = Your Success
Planning Process

7. FM Navigator
Setup
FM Navigator
Training
Ongoing Support
FM Navigator
New Revenue Opportunities
Planning Process

8. FM Revenue Share Program
Earn 30% of Monthly
Subscription Fees
Example: client with 100 employees licenses
FM Navigator at a cost of about $1000/mo.
$300/mo. is paid to FM Certified Planner.
Client Navigator can pay for itself with a single clientTM

9. FM Lead Gen Program for FM Certified Planners
New Client Leads Directly From FM
FM Certified Planners receive direct leads
from companies wanting to use FM Navigator
FM sends these leads to you at no cost.
FM Leads
FM Certified
Planner
New Clients

10. Your clients and their employees can log into
FM Navigator from your websiteTM
Your Website
www.

11. Features Silver
Total Price based on seats $299/mo.
Client Limit Up to 5 clients
All FM Navigator Pro Features included 
Single-Sign-On to all client accounts 
Client Dashboard 
Client Management 
Client Session Notes 
Revenue Share Program 
FM Certification Program 
Lead Generation Program 
Real-time Client Collaboration 
Session/Meeting Scheduler 
Login Portal (clients log in to app on your site) 
No contracts required. All sales are final. Monthly subscriptions can be canceled at any time.
TM
CLIENT NAVIGATOR Pricing
No Contracts Required. All Sales Are Final. Monthly Subscriptions Can Be Canceled At Any Time.

12. Per Monthly User Professional Advanced Basic
1-4 Users $49 $29 $9
When they are ready to move forward, the chart below can be
used to quote pricing. We provide a spreadsheet to simplify
quoting.
No Contracts Required. All Sales Are Final. Monthly Subscriptions Can Be Canceled At Any Time.
TM
FM NAVIGATOR Pricing
Start Clients with a Free Trial

13. For this Scenario, We have a firm with 4 consultants
and 27 Total Clients with an Average Client Size
“Potential Users” of 67.
The Client Navigator Cost Listed Here Assumes all
27 Clients Are Using FM Navigator. This cost
Would be $1196 Until That Happens.
This ROI Is Only From The Revenue Share Program
These Additional Revenue Opportunities Are
Based On The Estimated Amounts Shown.
Monthly Revenue Can Easily Be Much
Greater Than The Cost.
ROI Calculation Assumptions
Consultants 4
Clients 27
Avg. Client Size 150
Client Navigator Monthly Cost $1,596
ROI from Revenue Share Program
Per client Rev. (Annual) $22,560
Potential RevShare 30% $182,736
ROI 9.5 X
Other Revenue Potential from New Services
You Offer Related to FM
Planning Sessions ($5000) $135,000
Training ($3000) $81,000
Monthly Support ($3 per mo/pp) $145,800
Total Annual Revenue Potential $361,810
Total ROI potential 18.9 X
Monthly Recurring Revenue $27,378
ROI Scenario: Small Consulting Group

14. For this scenario we have a firm with 1 consultant
and 12 total clients with an average client size
(potential app users) of 150.
The Client Navigator cost listed here assumes all 12
clients are using FM Navigator. Initially, the cost is
$299/mo. until more than 5 clients are active.
This ROI is only from the Revenue Share Program
These additional revenue opportunities are based
on the estimated amounts shown.
Monthly revenue can easily be much greater than
cost.
ROI Calculation Assumptions
Consultants 1
Clients 12
Avg. Client Size 150
Client Navigator Monthly Cost $799
ROI from Revenue Share Program
Per client Rev. (Annual) $22,560
Potential RevShare 30% $81,216
ROI 8.5 X
Other Revenue Potential from New Services
You Offer Related to FM
Planning Sessions ($5000) $60,000
Training ($3000) $36,000
Monthly Support ($3 per mo/pp) $64,800
Total Annual Revenue Potential $160,808
Total ROI potential 16.8 X
Monthly Recurring Revenue $12,168
ROI Scenario: Individual Consultant

15. For this scenario we have a firm with 30
consultant and 150 total clients with an average
client size (potential app users) of 180.
The Client Navigator cost listed here assumes all
consultants using platform.
This ROI is only from the Revenue Share Program
These additional revenue opportunities are based
on the estimated amounts shown.
Monthly revenue can easily be much greater than
cost.
ROI Calculation Assumptions
Consultants 30
Clients 150
Avg. Client Size 180
Client Navigator Monthly Cost $5,520
ROI from Revenue Share Program
Per client Rev. (Annual) $23,268
Potential RevShare 30% $1,047,060
ROI 15.8 X
Other Revenue Potential from New Services
You Offer Related to FM
Planning Sessions ($5000) $750,000
Training ($3000) $450,000
Monthly Support ($3 per mo/pp) $972,000
Total Annual Revenue Potential $2,172,016
Total ROI potential 32.8 X
Monthly Recurring Revenue $168,255
ROI Scenario: Mid-size Consulting Firm

16. ForwardMetrics®
The true path to successTM