1. Conf i dent i al and Pr opr i et ar y 2013- 2014
For Member Use Onl y
2. Confidential and proprietary, Exprtise Corporation, 2014
What i s expr t i se?
Our cur r ent pr ogr ess.
Gener at i ng mor e l eads.
Taki ng a t our .
3. Confidential and proprietary, Exprtise Corporation, 2014
What i s Exprt i se?
Exprtise is creating a very unique
“crowdsourcing” r ef er r al net wor k t hat
wi l l hel p you get assi gnment s and j obs,
and al so f i nd ot her exper t s i n t he f i el d
you can t r ust .
4. Confidential and proprietary, Exprtise Corporation, 2014
Phase I
Currently testing “MVP”
Engaged wi t h about 1,000 ear l y
adopt er s
Pl anni ng newf eat ur es
Phase I I
Roll out “alpha” t hat wi l l i ncl ude
empl oyer s post i ng oppor t uni t i es and
r equest i ng r ef er r al s
Our Current Progress.
5. Confidential and proprietary, Exprtise Corporation, 2014
Where do opport uni t i es come f rom?
Ref er r al s make
up onl y 7% of
al l appl i cant s.
BUT…
Sour ce: Jobvi t e, 2013 Soci al Recr ui t i ng St udy
6. Confidential and proprietary, Exprtise Corporation, 2014
Ref erral s are t he #1 source of hi res.
40% of
hi r es ar e
r ef er r ed
appl i cant s.
Sour ce: Jobvi t e, 2013 Soci al Recr ui t i ng St udy
7. Confidential and proprietary, Exprtise Corporation, 2014
Most of your l eads come t hr ough
r ef er r al s f r omcol l eagues you know.
Yet most fail to cultivate and keep alive
relationships they’ve bui l d over t he
year s.
Expr t i se i s a uni que t ool t hat can
hel p you r ecapt ur e, r eki ndl e and
r eengage t hese r el at i onshi ps – among
t he peopl e you t r ust and t hose who
t r ust you.
Howt o get l eads usi ng Exprt i se.
8. Confidential and proprietary, Exprtise Corporation, 2014
I say “rebuild” because we al l have
many t r ust ed r el at i onshi ps wi t h
col l eagues t hat we knowt oday, or met
a whi l e back.
These r el at i onshi ps ar e not dead – t hey
ar e j ust dor mant .
While we may have let these trusted
relationships “lapse” over t i me, t hey can
be r est ar t ed si mpl y by maki ng an
ef f or t .
It’s t i me t o rebui l d your t rust net work.
9. Confidential and proprietary, Exprtise Corporation, 2014
STEPONEi s t o st ar t goi ng t hr ough
your cont act s and assembl i ng your
l i st of col l eagues you t r ust , past
and pr esent .
Set asi de t i me one mor ni ng or weekend.
Go t hr ough your Gmai l , Out l ook or
Li nkedI n connect i ons.
You’ll be surprised to see how many
potentially important relationships you’ve l et
l apse.
Who do you know, and t rust ?
10. Confidential and proprietary, Exprtise Corporation, 2014
STEPTWOi s br i ngi ng t hese ver y
i mpor t ant r el at i onshi ps onl i ne.
Use Expr t i se t o i nvi t e t hese col l eagues
t o j oi n your net wor k of t r ust ed exper t s.
Pi ck col l eagues you t r ust i n t er ms of
t hei r t al ent . Agood si ze net wor k i s 50-
100.
I ndi cat e what you t r ust t hemf or – t hi s
hel ps t hemget l eads t oo.
Add t hemusi ng our Gmai l or Out l ook
t ool s r at her t han our Li nkedI n t ool .
Leveragi ng word of mout h onl i ne.
11. Confidential and proprietary, Exprtise Corporation, 2014
STEPTHREEi s about engagi ng wi t h
your net wor k i n a r eal way.
Send t hemmessages – be engaged.
Follow Exprtise “Etiquette” (which means be
helpful. Reply quickly to their requests or
needs. They’ll do t he same.)
Take it offline too. I’ve ended up havi ng
l unch wi t h a l ot of gr eat peopl e t hat I
had l ost cont act wi t h. Expr t i se can be a
gr eat cat al yst f or r econnect i ng!
Reconnect i ng onl i ne and of f l i ne.
13. To get leads and opportunities, you need to build your referral network. This is not like adding
lots of connections as you’d do with LinkedIn. Referrals come from others you trust and who
trust you.
You start here, clicking on Invite Trusted Colleagues. This will take you to where you select
these colleagues to invite.
14. The best way to invite trust colleagues to join your network is by using our tool to access your business
contacts via Gmail or Outlook. (You can also access your Yahoo or AOL contacts if you maintain them
there.) By clicking the appropriate box, your contacts will be presented to you, and you can then select the
ones you want. If you only want to one colleague, or a couple, you can add their names and emails
manually.
You can also invite your LinkedIn connections (see next slide). However these colleagues may not always
get the invites quickly depending on their LinkedIn settings, and they also will not receive the two
reminders we send on your behalf to those added using our other invitation tools.
15. Here’s an example of the screen you’ll see if you were to choose to access your Gmail
contacts (after you give the system permission to access them). Privacy note: We don’t use
your contacts for anything other than to facilitate these Exprtise functions.
You can scroll down and select one or as many of your trusted contacts as you want. They
are sorted alphabetically by first name. They won’t be sent anything until you finalize and
approve your list, which you’ll get to do after clicking Select Colleagues.
16. This is what you’d see instead if you select the LinkedIn tool, where you choose from your LinkedIn
connections. You will be presented with all your connections, the first 100 of which are displayed. You can
add them quickly by typing their names in the search box, or you can scroll through your entire list, adding
them as you go. When you click “add,” it means they will be added to your invitation list only. They won’t
be sent anything until you approve and finalize your list, which you do on the next screen.
Those invited through LinkedIn may be less likely to respond in a timely fashion. Some only get their
LinkedIn messages when they log in, not as emails, so they may not see your invite right away. Also,
LinkedIn members they do not receive the customary reminders we send to those invited in other ways.
17. After you’ve selected the colleagues you want to invite, these colleagues will appear as a
list for your final approval. This is also where you type in three skills that you most trust
them for, a mandatory step at this point.
Optionally, you can also edit the default email invitation message these colleagues will
receive, by clicking on the message icon to the far right. When you click Send Invites, your
messages will be completed and emailed.
