SlideShare a Scribd company logo
Global Partners EnAct Pilot Program Proposal January 21, 2010 Prepared by: The Brookeside Group, Inc. 524 Main Street, Acton, MA  01720 (978) 266-9876 www.brookeside.com
EXECUTIVE SUMMARY – “The Big Idea!” Action-So What’s The Big Idea?   We are privileged to be considered as a partner by Global Partners in this important initiative.  We are confident that our experience as a leader in the field of Client Relationship Management uniquely qualifies The Brookeside Group to partner with you.  Throughout our engagement, we will work together to ensure  you fully realize the benefits of improved client relationships, increased client profit margins, and differentiation through outstanding relationships.  By measuring Global Partners’ client perceptions and classifying the relationship level of each, Global Partners will be able to identify revenue growth opportunities from within the existing client base, uncover  the “blind spots” of each individual sales representative, and create an actionable feedback mechanism to continuously strengthen existing client relationships. In doing so,  Global Partners will further enable its Sales representatives to experience significant sales growth.  We firmly believe that success breeds success, and as each participant progresses through our recommended program – and realizes personal success with actual clients – they will approach each additional business development opportunity with the skills, information. and motivation necessary to fuel the growth of Global Partners for years to come. Global Partners EnAct Pilot Proposal January 21, 2010
APPROACH – “How We Will Accomplish The Goals” Delivering Global Partners Ultimate Goal Leveraging our proprietary EnAct technology, we will partner with you to survey your clients, establish a baseline, and identify the skills and behaviors that are driving your most profitable relationships.  The results provided by EnAct will provide us with the roadmap for saving, improving, and maintaining each of your client relationships.  Armed with this information, we can then work with you to develop a specific action plan, designed to leverage best practices, establish a consistent approach to client interactions, and build the skills necessary to effectively, persuasively, and consistently communicate the Global Partners value-add to each client. Brookeside recommends a phased approach inclusive of the following: Phase 1:   Launch Enact 3.1 Pilot Program to 125 clients-75 Long Island Clients, 50  Core Clients, to be accessed through 10 User Accounts Phase 2:  Expand data set to include all Global Partners clients Phase 3:   Consulting and Training to leverage results, affect change and improve  performance  Global Partners EnAct Pilot Proposal January 21, 2010
EnAct Process  ,[object Object],[object Object],[object Object],[object Object],Global Partners EnAct Pilot Proposal January 21, 2010
EnAct 3.1 Deliverables Loyalty Value Grid   The Loyalty Value Grid helps you prioritize your capital and your efforts.  The axes are “Account Value” vs. “Loyalty to Global Partners.”  The accounts that require the greatest level of attention will be found in the lower portion.  All accounts are very valuable to Global Partners, but these currently have a low level of loyalty, meaning they are at risk of defecting to a competitor if action is not taken.  Loyalty Index/Client Mix The Loyalty Index is a metric used to convey the strength of a client relationship and is a very strong predictor of a client’s behavior.  The Client Mix displays the Loyalty Levels, which are descriptive, as they describe the current state of the relationship, but not prescriptive, as they cannot tell you why the relationship is perceived that way or what you can do to improve it. ,[object Object],[object Object],[object Object],[object Object],Information Global Partners will receive: Global Partners EnAct Pilot Proposal January 21, 2010 Value Loyalty Level 3 Level 2 Level 1 Level -1
Six Month EnAct Subscription   EnAct 3.1 EnAct is Brookeside’s online software tool that analyzes and delivers Relationship Assessment results in real-time to the people who can impact the account.  Global Partners will receive 10 unique EnAct login accounts for staff members and managers plus an additional “Super User” account that will allow senior management access to all results . EnAct will disseminate the analyzed Relationship Assessment results in addition to customized action plans that pull from our extensive library of tactics and best practices.  The self-assessment tool is also available to all users to highlight the users specific blind spots. This greatly augments the half day on-site management debrief by providing account specific information and action plans to Account Managers, rather than only high-level reporting to senior management.  EnAct is also accessible from the web 24/7. Loyalty Level 6 Dimensions Practices (Behaviors) Global Partners EnAct Pilot Proposal January 21, 2010
PRICING AND FEE STRUCTURE As a matter of policy, we recommend that a company only receive as much data as they have the capacity to address. It is for this reason we suggest,  rolling out the data across multiple phases.  As the number of Accounts you place within the system increases, substantial volume discounts begin to take effect, but, without having more knowledge of Global Partners particular needs, it is extremely difficult to accurately anticipate costs prior to establishing your unique needs. This being the case, please find below the prices for the first two phases of the process.  Out-of-pocket expenses (e.g., travel, clerical, production, shipping, etc.) are billed separately and at cost with no markup.  Global Partners EnAct Pilot Proposal January 21, 2010 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],$50,000 ,[object Object],[object Object],TBD ,[object Object],[object Object],TBD
REFERENCES AND CUSTOMER BASE Representative Clients Global Partners EnAct Pilot Proposal January 21, 2010
REFERENCES AND CUSTOMER BASE Global Partners EnAct Pilot Proposal January 21, 2010
REFERENCES AND CUSTOMER BASE ,[object Object],[object Object],[object Object],Global Partners EnAct Pilot Proposal January 21, 2010
[object Object],[object Object],[object Object],[object Object],CLIMATES – “What is a Climate?” Global Partners EnAct Pilot Proposal January 21, 2010
RELATIONSHIP ASSESSMENT – “Measuring Relationship Climate” Relationship Assessment The survey instrument we use to measure Relationship Climate is called the Relationship Assessment.  This adds a prescriptive element as it breaks the relationship into six Dimensions: Integrity-  Can you be counted on to act in a predictable manner?  Do I believe what you say? Are you reliable, dependable? Are you trustworthy in your business dealings? Competency -  Can you actually deliver the product or service your have promised? Do you have people, skills, experience, systems, processes, etc. needed to perform as expected? Recognition -  Is our relationship important to you...or am I just a number? What have you done to demonstrate and reinforce the importance of our business relationship? Proactivity -  Do you only do what has been contracted for... or do you go above and beyond? Do you look out for me and ensure that I don’t encounter any surprises? Savvy -  Do you understand the “bigger picture?” Do you know what my day is like, how my firm makes money, how our business operates...and how you can help me achieve my goals? Chemistry -  Do I enjoy working with you? Do I look forward to our next interaction together, or is each a series of missed communication and dodged appointments? Global Partners EnAct Pilot Proposal January 21, 2010
PROJECT TEAM AND RESOURCES ,[object Object],[object Object],[object Object],[object Object],[object Object],Global Partners EnAct Pilot Proposal January 21, 2010
PROJECT TEAM AND RESOURCES ,[object Object],[object Object],[object Object],[object Object],Global Partners EnAct Pilot Proposal January 21, 2010
PROJECT TEAM AND RESOURCES ,[object Object],[object Object],[object Object],[object Object],[object Object],Global Partners EnAct Pilot Proposal January 21, 2010
PROJECT TEAM AND RESOURCES ,[object Object],[object Object],[object Object],[object Object],[object Object],Global Partners EnAct Pilot Proposal January 21, 2010

More Related Content

What's hot

WOA Electronic Brochure
WOA Electronic BrochureWOA Electronic Brochure
WOA Electronic Brochure
Kevin Cray
 
Executive Buyers Guide
Executive Buyers GuideExecutive Buyers Guide
Executive Buyers Guide
efinver
 
Future-Proof Your Contracts for 2021 and Beyond
Future-Proof Your Contracts for 2021 and BeyondFuture-Proof Your Contracts for 2021 and Beyond
Future-Proof Your Contracts for 2021 and Beyond
Workday, Inc.
 
Vaccine Planning with Workday
Vaccine Planning with WorkdayVaccine Planning with Workday
Vaccine Planning with Workday
Workday, Inc.
 
Customer Experience - CX - Keynote Presentation
Customer Experience - CX - Keynote PresentationCustomer Experience - CX - Keynote Presentation
Customer Experience - CX - Keynote Presentation
Alan Pelz-Sharpe
 
Managing Dependencies
Managing DependenciesManaging Dependencies
Managing Dependencies
John Phillips
 
Advancing Digital Acceleration: Lessons Learned in 2020
Advancing Digital Acceleration: Lessons Learned in 2020Advancing Digital Acceleration: Lessons Learned in 2020
Advancing Digital Acceleration: Lessons Learned in 2020
Workday, Inc.
 
Engagement at Scale
Engagement at ScaleEngagement at Scale
Engagement at Scale
Workday, Inc.
 
Skills-Based Employment
Skills-Based EmploymentSkills-Based Employment
Skills-Based Employment
Workday, Inc.
 
Star Collaborative Presentation For Hu Gmn Techday 2010
Star Collaborative Presentation For Hu Gmn Techday 2010Star Collaborative Presentation For Hu Gmn Techday 2010
Star Collaborative Presentation For Hu Gmn Techday 2010
ChangeGuild
 
AquilaCaseStudies_06.05.16
AquilaCaseStudies_06.05.16AquilaCaseStudies_06.05.16
AquilaCaseStudies_06.05.16
Justin Oon
 
Transform Data to Insight
Transform Data to InsightTransform Data to Insight
Transform Data to Insight
Workday, Inc.
 
Skills Set the Stage for the Latest Innovations in Workday HCM
Skills Set the Stage for the Latest Innovations in Workday HCMSkills Set the Stage for the Latest Innovations in Workday HCM
Skills Set the Stage for the Latest Innovations in Workday HCM
Workday, Inc.
 
Crm planning guide
Crm planning guideCrm planning guide
Crm planning guide
Marcus Vannini
 
The New Role of Procurement
The New Role of ProcurementThe New Role of Procurement
The New Role of Procurement
Workday, Inc.
 
Getting Creative with the Workday Request Framework
Getting Creative with the Workday Request FrameworkGetting Creative with the Workday Request Framework
Getting Creative with the Workday Request Framework
Workday, Inc.
 
Engage Your Employees
Engage Your EmployeesEngage Your Employees
Engage Your Employees
Workday, Inc.
 
Forrester Wave Human Resource Management Systems Q1 2012
Forrester Wave Human Resource Management Systems Q1 2012Forrester Wave Human Resource Management Systems Q1 2012
Forrester Wave Human Resource Management Systems Q1 2012
JYack
 
How Project Management Tools Enable Improved Customer Experiences
How Project Management Tools Enable Improved Customer ExperiencesHow Project Management Tools Enable Improved Customer Experiences
How Project Management Tools Enable Improved Customer Experiences
Orangescrum
 

What's hot (19)

WOA Electronic Brochure
WOA Electronic BrochureWOA Electronic Brochure
WOA Electronic Brochure
 
Executive Buyers Guide
Executive Buyers GuideExecutive Buyers Guide
Executive Buyers Guide
 
Future-Proof Your Contracts for 2021 and Beyond
Future-Proof Your Contracts for 2021 and BeyondFuture-Proof Your Contracts for 2021 and Beyond
Future-Proof Your Contracts for 2021 and Beyond
 
Vaccine Planning with Workday
Vaccine Planning with WorkdayVaccine Planning with Workday
Vaccine Planning with Workday
 
Customer Experience - CX - Keynote Presentation
Customer Experience - CX - Keynote PresentationCustomer Experience - CX - Keynote Presentation
Customer Experience - CX - Keynote Presentation
 
Managing Dependencies
Managing DependenciesManaging Dependencies
Managing Dependencies
 
Advancing Digital Acceleration: Lessons Learned in 2020
Advancing Digital Acceleration: Lessons Learned in 2020Advancing Digital Acceleration: Lessons Learned in 2020
Advancing Digital Acceleration: Lessons Learned in 2020
 
Engagement at Scale
Engagement at ScaleEngagement at Scale
Engagement at Scale
 
Skills-Based Employment
Skills-Based EmploymentSkills-Based Employment
Skills-Based Employment
 
Star Collaborative Presentation For Hu Gmn Techday 2010
Star Collaborative Presentation For Hu Gmn Techday 2010Star Collaborative Presentation For Hu Gmn Techday 2010
Star Collaborative Presentation For Hu Gmn Techday 2010
 
AquilaCaseStudies_06.05.16
AquilaCaseStudies_06.05.16AquilaCaseStudies_06.05.16
AquilaCaseStudies_06.05.16
 
Transform Data to Insight
Transform Data to InsightTransform Data to Insight
Transform Data to Insight
 
Skills Set the Stage for the Latest Innovations in Workday HCM
Skills Set the Stage for the Latest Innovations in Workday HCMSkills Set the Stage for the Latest Innovations in Workday HCM
Skills Set the Stage for the Latest Innovations in Workday HCM
 
Crm planning guide
Crm planning guideCrm planning guide
Crm planning guide
 
The New Role of Procurement
The New Role of ProcurementThe New Role of Procurement
The New Role of Procurement
 
Getting Creative with the Workday Request Framework
Getting Creative with the Workday Request FrameworkGetting Creative with the Workday Request Framework
Getting Creative with the Workday Request Framework
 
Engage Your Employees
Engage Your EmployeesEngage Your Employees
Engage Your Employees
 
Forrester Wave Human Resource Management Systems Q1 2012
Forrester Wave Human Resource Management Systems Q1 2012Forrester Wave Human Resource Management Systems Q1 2012
Forrester Wave Human Resource Management Systems Q1 2012
 
How Project Management Tools Enable Improved Customer Experiences
How Project Management Tools Enable Improved Customer ExperiencesHow Project Management Tools Enable Improved Customer Experiences
How Project Management Tools Enable Improved Customer Experiences
 

Similar to Global Partners Pilot Proposal

How true measure effectiveness.pdf
How true measure effectiveness.pdfHow true measure effectiveness.pdf
How true measure effectiveness.pdf
True
 
Exchange Solutions Datasheet_Customer Engagement Roadmap
Exchange Solutions Datasheet_Customer Engagement RoadmapExchange Solutions Datasheet_Customer Engagement Roadmap
Exchange Solutions Datasheet_Customer Engagement Roadmap
Vivastream
 
Customer Success 2.0: The Essential Software Stack to Execute McKinsey’s Model
Customer Success 2.0: The Essential Software Stack to Execute McKinsey’s Model Customer Success 2.0: The Essential Software Stack to Execute McKinsey’s Model
Customer Success 2.0: The Essential Software Stack to Execute McKinsey’s Model
QuekelsBaro
 
PVS Intro For Partners Q3 2010
PVS Intro For Partners Q3 2010PVS Intro For Partners Q3 2010
PVS Intro For Partners Q3 2010
tliggett
 
Ultimate guide to performance measurement
Ultimate guide to performance measurementUltimate guide to performance measurement
Ultimate guide to performance measurement
Rebecca Manjra
 
Customer experience programs in b2b - Analysegruppen whitepaper 2014
Customer experience programs in b2b - Analysegruppen whitepaper 2014Customer experience programs in b2b - Analysegruppen whitepaper 2014
Customer experience programs in b2b - Analysegruppen whitepaper 2014
ag analytics a/s
 
Measuring Effectiveness
Measuring EffectivenessMeasuring Effectiveness
Measuring Effectiveness
National Arts Strategies
 
Executive Sponsor Program
Executive Sponsor ProgramExecutive Sponsor Program
Executive Sponsor Program
Irina Zvagelsky, MBA
 
Consulting Brochure / The Performance Institute
Consulting Brochure / The Performance InstituteConsulting Brochure / The Performance Institute
Consulting Brochure / The Performance Institute
Nicole Cathcart
 
Top 7 tips for successful benchmarking
Top 7 tips for successful benchmarkingTop 7 tips for successful benchmarking
Top 7 tips for successful benchmarking
Regina Antony
 
Agency Management Playbook
Agency Management PlaybookAgency Management Playbook
Agency Management Playbook
Demand Metric
 
Improve Service Quality Through Enterprise Feedback Management
Improve Service Quality Through Enterprise Feedback ManagementImprove Service Quality Through Enterprise Feedback Management
Improve Service Quality Through Enterprise Feedback Management
Spectos GmbH
 
PotentialPoint Presentation
PotentialPoint PresentationPotentialPoint Presentation
PotentialPoint Presentation
Vocii
 
Business operations consultant marketing plan
Business operations consultant marketing planBusiness operations consultant marketing plan
Business operations consultant marketing plan
zubeditufail
 
Making Moves Magic- A Moves Management 101 for Nonprofit Cloud
Making Moves Magic- A Moves Management 101 for Nonprofit Cloud Making Moves Magic- A Moves Management 101 for Nonprofit Cloud
Making Moves Magic- A Moves Management 101 for Nonprofit Cloud
Salesforce.org
 
Is Your Audit Department Highly Effective?
Is Your Audit Department Highly Effective?Is Your Audit Department Highly Effective?
Is Your Audit Department Highly Effective?
Jim Kaplan CIA CFE
 
Customer Experience Maturity White Paper
Customer Experience Maturity White PaperCustomer Experience Maturity White Paper
Customer Experience Maturity White Paper
Dan Wiersma
 
Customer experience strategy development methodology v1.6
Customer experience strategy development methodology v1.6Customer experience strategy development methodology v1.6
Customer experience strategy development methodology v1.6
Roberto Suarez-Ojedis
 
Collaborative Evaluations in Practice, pages 35–44.Copyright.docx
Collaborative Evaluations in Practice, pages 35–44.Copyright.docxCollaborative Evaluations in Practice, pages 35–44.Copyright.docx
Collaborative Evaluations in Practice, pages 35–44.Copyright.docx
mccormicknadine86
 
Datavibes Corporate Presentation Hr
Datavibes Corporate Presentation  HrDatavibes Corporate Presentation  Hr
Datavibes Corporate Presentation Hr
Nigam Kumar [LION]
 

Similar to Global Partners Pilot Proposal (20)

How true measure effectiveness.pdf
How true measure effectiveness.pdfHow true measure effectiveness.pdf
How true measure effectiveness.pdf
 
Exchange Solutions Datasheet_Customer Engagement Roadmap
Exchange Solutions Datasheet_Customer Engagement RoadmapExchange Solutions Datasheet_Customer Engagement Roadmap
Exchange Solutions Datasheet_Customer Engagement Roadmap
 
Customer Success 2.0: The Essential Software Stack to Execute McKinsey’s Model
Customer Success 2.0: The Essential Software Stack to Execute McKinsey’s Model Customer Success 2.0: The Essential Software Stack to Execute McKinsey’s Model
Customer Success 2.0: The Essential Software Stack to Execute McKinsey’s Model
 
PVS Intro For Partners Q3 2010
PVS Intro For Partners Q3 2010PVS Intro For Partners Q3 2010
PVS Intro For Partners Q3 2010
 
Ultimate guide to performance measurement
Ultimate guide to performance measurementUltimate guide to performance measurement
Ultimate guide to performance measurement
 
Customer experience programs in b2b - Analysegruppen whitepaper 2014
Customer experience programs in b2b - Analysegruppen whitepaper 2014Customer experience programs in b2b - Analysegruppen whitepaper 2014
Customer experience programs in b2b - Analysegruppen whitepaper 2014
 
Measuring Effectiveness
Measuring EffectivenessMeasuring Effectiveness
Measuring Effectiveness
 
Executive Sponsor Program
Executive Sponsor ProgramExecutive Sponsor Program
Executive Sponsor Program
 
Consulting Brochure / The Performance Institute
Consulting Brochure / The Performance InstituteConsulting Brochure / The Performance Institute
Consulting Brochure / The Performance Institute
 
Top 7 tips for successful benchmarking
Top 7 tips for successful benchmarkingTop 7 tips for successful benchmarking
Top 7 tips for successful benchmarking
 
Agency Management Playbook
Agency Management PlaybookAgency Management Playbook
Agency Management Playbook
 
Improve Service Quality Through Enterprise Feedback Management
Improve Service Quality Through Enterprise Feedback ManagementImprove Service Quality Through Enterprise Feedback Management
Improve Service Quality Through Enterprise Feedback Management
 
PotentialPoint Presentation
PotentialPoint PresentationPotentialPoint Presentation
PotentialPoint Presentation
 
Business operations consultant marketing plan
Business operations consultant marketing planBusiness operations consultant marketing plan
Business operations consultant marketing plan
 
Making Moves Magic- A Moves Management 101 for Nonprofit Cloud
Making Moves Magic- A Moves Management 101 for Nonprofit Cloud Making Moves Magic- A Moves Management 101 for Nonprofit Cloud
Making Moves Magic- A Moves Management 101 for Nonprofit Cloud
 
Is Your Audit Department Highly Effective?
Is Your Audit Department Highly Effective?Is Your Audit Department Highly Effective?
Is Your Audit Department Highly Effective?
 
Customer Experience Maturity White Paper
Customer Experience Maturity White PaperCustomer Experience Maturity White Paper
Customer Experience Maturity White Paper
 
Customer experience strategy development methodology v1.6
Customer experience strategy development methodology v1.6Customer experience strategy development methodology v1.6
Customer experience strategy development methodology v1.6
 
Collaborative Evaluations in Practice, pages 35–44.Copyright.docx
Collaborative Evaluations in Practice, pages 35–44.Copyright.docxCollaborative Evaluations in Practice, pages 35–44.Copyright.docx
Collaborative Evaluations in Practice, pages 35–44.Copyright.docx
 
Datavibes Corporate Presentation Hr
Datavibes Corporate Presentation  HrDatavibes Corporate Presentation  Hr
Datavibes Corporate Presentation Hr
 

Recently uploaded

NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...
NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...
NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...
BBPMedia1
 
Pro Tips for Effortless Contract Management
Pro Tips for Effortless Contract ManagementPro Tips for Effortless Contract Management
Pro Tips for Effortless Contract Management
Eternity Paralegal Services
 
Kirill Klip GEM Royalty TNR Gold Copper Presentation
Kirill Klip GEM Royalty TNR Gold Copper PresentationKirill Klip GEM Royalty TNR Gold Copper Presentation
Kirill Klip GEM Royalty TNR Gold Copper Presentation
Kirill Klip
 
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
Satta Matka Dpboss Kalyan Matka Results Kalyan ChartSatta Matka Dpboss Kalyan Matka Results Kalyan Chart
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
Satta Matka Dpboss Kalyan Matka Results
 
Enhancing Adoption of AI in Agri-food: Introduction
Enhancing Adoption of AI in Agri-food: IntroductionEnhancing Adoption of AI in Agri-food: Introduction
Enhancing Adoption of AI in Agri-food: Introduction
Cor Verdouw
 
欧洲杯赌球-欧洲杯赌球买球官方官网-欧洲杯赌球比赛投注官网|【​网址​🎉ac55.net🎉​】
欧洲杯赌球-欧洲杯赌球买球官方官网-欧洲杯赌球比赛投注官网|【​网址​🎉ac55.net🎉​】欧洲杯赌球-欧洲杯赌球买球官方官网-欧洲杯赌球比赛投注官网|【​网址​🎉ac55.net🎉​】
欧洲杯赌球-欧洲杯赌球买球官方官网-欧洲杯赌球比赛投注官网|【​网址​🎉ac55.net🎉​】
valvereliz227
 
The latest Heat Pump Manual from Newentide
The latest Heat Pump Manual from NewentideThe latest Heat Pump Manual from Newentide
The latest Heat Pump Manual from Newentide
JoeYangGreatMachiner
 
Sustainable Logistics for Cost Reduction_ IPLTech Electric's Eco-Friendly Tra...
Sustainable Logistics for Cost Reduction_ IPLTech Electric's Eco-Friendly Tra...Sustainable Logistics for Cost Reduction_ IPLTech Electric's Eco-Friendly Tra...
Sustainable Logistics for Cost Reduction_ IPLTech Electric's Eco-Friendly Tra...
IPLTech Electric
 
The Most Inspiring Entrepreneurs to Follow in 2024.pdf
The Most Inspiring Entrepreneurs to Follow in 2024.pdfThe Most Inspiring Entrepreneurs to Follow in 2024.pdf
The Most Inspiring Entrepreneurs to Follow in 2024.pdf
thesiliconleaders
 
CULR Spring 2024 Journal.pdf testing for duke
CULR Spring 2024 Journal.pdf testing for dukeCULR Spring 2024 Journal.pdf testing for duke
CULR Spring 2024 Journal.pdf testing for duke
ZevinAttisha
 
Adani Group's Active Interest In Increasing Its Presence in the Cement Manufa...
Adani Group's Active Interest In Increasing Its Presence in the Cement Manufa...Adani Group's Active Interest In Increasing Its Presence in the Cement Manufa...
Adani Group's Active Interest In Increasing Its Presence in the Cement Manufa...
Adani case
 
一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理
一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理
一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理
taqyea
 
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
Satta Matka Dpboss Kalyan Matka Results Kalyan ChartSatta Matka Dpboss Kalyan Matka Results Kalyan Chart
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
Satta Matka Dpboss Kalyan Matka Results
 
Kirill Klip GEM Royalty TNR Gold Lithium Presentation
Kirill Klip GEM Royalty TNR Gold Lithium PresentationKirill Klip GEM Royalty TNR Gold Lithium Presentation
Kirill Klip GEM Royalty TNR Gold Lithium Presentation
Kirill Klip
 
Best Competitive Marble Pricing in Dubai - ☎ 9928909666
Best Competitive Marble Pricing in Dubai - ☎ 9928909666Best Competitive Marble Pricing in Dubai - ☎ 9928909666
Best Competitive Marble Pricing in Dubai - ☎ 9928909666
Stone Art Hub
 
Science Around Us Module 2 Matter Around Us
Science Around Us Module 2 Matter Around UsScience Around Us Module 2 Matter Around Us
Science Around Us Module 2 Matter Around Us
PennapaKeavsiri
 
The Role of White Label Bookkeeping Services in Supporting the Growth and Sca...
The Role of White Label Bookkeeping Services in Supporting the Growth and Sca...The Role of White Label Bookkeeping Services in Supporting the Growth and Sca...
The Role of White Label Bookkeeping Services in Supporting the Growth and Sca...
YourLegal Accounting
 
8328958814KALYAN MATKA | MATKA RESULT | KALYAN
8328958814KALYAN MATKA | MATKA RESULT | KALYAN8328958814KALYAN MATKA | MATKA RESULT | KALYAN
8328958814KALYAN MATKA | MATKA RESULT | KALYAN
➑➌➋➑➒➎➑➑➊➍
 
Dpboss Matka Guessing Satta Matta Matka Kalyan panel Chart Indian Matka Dpbos...
Dpboss Matka Guessing Satta Matta Matka Kalyan panel Chart Indian Matka Dpbos...Dpboss Matka Guessing Satta Matta Matka Kalyan panel Chart Indian Matka Dpbos...
Dpboss Matka Guessing Satta Matta Matka Kalyan panel Chart Indian Matka Dpbos...
➒➌➎➏➑➐➋➑➐➐Dpboss Matka Guessing Satta Matka Kalyan Chart Indian Matka
 
Pitch Deck Teardown: Kinnect's $250k Angel deck
Pitch Deck Teardown: Kinnect's $250k Angel deckPitch Deck Teardown: Kinnect's $250k Angel deck
Pitch Deck Teardown: Kinnect's $250k Angel deck
HajeJanKamps
 

Recently uploaded (20)

NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...
NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...
NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...
 
Pro Tips for Effortless Contract Management
Pro Tips for Effortless Contract ManagementPro Tips for Effortless Contract Management
Pro Tips for Effortless Contract Management
 
Kirill Klip GEM Royalty TNR Gold Copper Presentation
Kirill Klip GEM Royalty TNR Gold Copper PresentationKirill Klip GEM Royalty TNR Gold Copper Presentation
Kirill Klip GEM Royalty TNR Gold Copper Presentation
 
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
Satta Matka Dpboss Kalyan Matka Results Kalyan ChartSatta Matka Dpboss Kalyan Matka Results Kalyan Chart
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
 
Enhancing Adoption of AI in Agri-food: Introduction
Enhancing Adoption of AI in Agri-food: IntroductionEnhancing Adoption of AI in Agri-food: Introduction
Enhancing Adoption of AI in Agri-food: Introduction
 
欧洲杯赌球-欧洲杯赌球买球官方官网-欧洲杯赌球比赛投注官网|【​网址​🎉ac55.net🎉​】
欧洲杯赌球-欧洲杯赌球买球官方官网-欧洲杯赌球比赛投注官网|【​网址​🎉ac55.net🎉​】欧洲杯赌球-欧洲杯赌球买球官方官网-欧洲杯赌球比赛投注官网|【​网址​🎉ac55.net🎉​】
欧洲杯赌球-欧洲杯赌球买球官方官网-欧洲杯赌球比赛投注官网|【​网址​🎉ac55.net🎉​】
 
The latest Heat Pump Manual from Newentide
The latest Heat Pump Manual from NewentideThe latest Heat Pump Manual from Newentide
The latest Heat Pump Manual from Newentide
 
Sustainable Logistics for Cost Reduction_ IPLTech Electric's Eco-Friendly Tra...
Sustainable Logistics for Cost Reduction_ IPLTech Electric's Eco-Friendly Tra...Sustainable Logistics for Cost Reduction_ IPLTech Electric's Eco-Friendly Tra...
Sustainable Logistics for Cost Reduction_ IPLTech Electric's Eco-Friendly Tra...
 
The Most Inspiring Entrepreneurs to Follow in 2024.pdf
The Most Inspiring Entrepreneurs to Follow in 2024.pdfThe Most Inspiring Entrepreneurs to Follow in 2024.pdf
The Most Inspiring Entrepreneurs to Follow in 2024.pdf
 
CULR Spring 2024 Journal.pdf testing for duke
CULR Spring 2024 Journal.pdf testing for dukeCULR Spring 2024 Journal.pdf testing for duke
CULR Spring 2024 Journal.pdf testing for duke
 
Adani Group's Active Interest In Increasing Its Presence in the Cement Manufa...
Adani Group's Active Interest In Increasing Its Presence in the Cement Manufa...Adani Group's Active Interest In Increasing Its Presence in the Cement Manufa...
Adani Group's Active Interest In Increasing Its Presence in the Cement Manufa...
 
一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理
一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理
一比一原版(QMUE毕业证书)英国爱丁堡玛格丽特女王大学毕业证文凭如何办理
 
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
Satta Matka Dpboss Kalyan Matka Results Kalyan ChartSatta Matka Dpboss Kalyan Matka Results Kalyan Chart
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
 
Kirill Klip GEM Royalty TNR Gold Lithium Presentation
Kirill Klip GEM Royalty TNR Gold Lithium PresentationKirill Klip GEM Royalty TNR Gold Lithium Presentation
Kirill Klip GEM Royalty TNR Gold Lithium Presentation
 
Best Competitive Marble Pricing in Dubai - ☎ 9928909666
Best Competitive Marble Pricing in Dubai - ☎ 9928909666Best Competitive Marble Pricing in Dubai - ☎ 9928909666
Best Competitive Marble Pricing in Dubai - ☎ 9928909666
 
Science Around Us Module 2 Matter Around Us
Science Around Us Module 2 Matter Around UsScience Around Us Module 2 Matter Around Us
Science Around Us Module 2 Matter Around Us
 
The Role of White Label Bookkeeping Services in Supporting the Growth and Sca...
The Role of White Label Bookkeeping Services in Supporting the Growth and Sca...The Role of White Label Bookkeeping Services in Supporting the Growth and Sca...
The Role of White Label Bookkeeping Services in Supporting the Growth and Sca...
 
8328958814KALYAN MATKA | MATKA RESULT | KALYAN
8328958814KALYAN MATKA | MATKA RESULT | KALYAN8328958814KALYAN MATKA | MATKA RESULT | KALYAN
8328958814KALYAN MATKA | MATKA RESULT | KALYAN
 
Dpboss Matka Guessing Satta Matta Matka Kalyan panel Chart Indian Matka Dpbos...
Dpboss Matka Guessing Satta Matta Matka Kalyan panel Chart Indian Matka Dpbos...Dpboss Matka Guessing Satta Matta Matka Kalyan panel Chart Indian Matka Dpbos...
Dpboss Matka Guessing Satta Matta Matka Kalyan panel Chart Indian Matka Dpbos...
 
Pitch Deck Teardown: Kinnect's $250k Angel deck
Pitch Deck Teardown: Kinnect's $250k Angel deckPitch Deck Teardown: Kinnect's $250k Angel deck
Pitch Deck Teardown: Kinnect's $250k Angel deck
 

Global Partners Pilot Proposal

  • 1. Global Partners EnAct Pilot Program Proposal January 21, 2010 Prepared by: The Brookeside Group, Inc. 524 Main Street, Acton, MA 01720 (978) 266-9876 www.brookeside.com
  • 2. EXECUTIVE SUMMARY – “The Big Idea!” Action-So What’s The Big Idea? We are privileged to be considered as a partner by Global Partners in this important initiative. We are confident that our experience as a leader in the field of Client Relationship Management uniquely qualifies The Brookeside Group to partner with you. Throughout our engagement, we will work together to ensure you fully realize the benefits of improved client relationships, increased client profit margins, and differentiation through outstanding relationships. By measuring Global Partners’ client perceptions and classifying the relationship level of each, Global Partners will be able to identify revenue growth opportunities from within the existing client base, uncover the “blind spots” of each individual sales representative, and create an actionable feedback mechanism to continuously strengthen existing client relationships. In doing so, Global Partners will further enable its Sales representatives to experience significant sales growth. We firmly believe that success breeds success, and as each participant progresses through our recommended program – and realizes personal success with actual clients – they will approach each additional business development opportunity with the skills, information. and motivation necessary to fuel the growth of Global Partners for years to come. Global Partners EnAct Pilot Proposal January 21, 2010
  • 3. APPROACH – “How We Will Accomplish The Goals” Delivering Global Partners Ultimate Goal Leveraging our proprietary EnAct technology, we will partner with you to survey your clients, establish a baseline, and identify the skills and behaviors that are driving your most profitable relationships. The results provided by EnAct will provide us with the roadmap for saving, improving, and maintaining each of your client relationships. Armed with this information, we can then work with you to develop a specific action plan, designed to leverage best practices, establish a consistent approach to client interactions, and build the skills necessary to effectively, persuasively, and consistently communicate the Global Partners value-add to each client. Brookeside recommends a phased approach inclusive of the following: Phase 1: Launch Enact 3.1 Pilot Program to 125 clients-75 Long Island Clients, 50 Core Clients, to be accessed through 10 User Accounts Phase 2: Expand data set to include all Global Partners clients Phase 3: Consulting and Training to leverage results, affect change and improve performance Global Partners EnAct Pilot Proposal January 21, 2010
  • 4.
  • 5.
  • 6. Six Month EnAct Subscription EnAct 3.1 EnAct is Brookeside’s online software tool that analyzes and delivers Relationship Assessment results in real-time to the people who can impact the account. Global Partners will receive 10 unique EnAct login accounts for staff members and managers plus an additional “Super User” account that will allow senior management access to all results . EnAct will disseminate the analyzed Relationship Assessment results in addition to customized action plans that pull from our extensive library of tactics and best practices. The self-assessment tool is also available to all users to highlight the users specific blind spots. This greatly augments the half day on-site management debrief by providing account specific information and action plans to Account Managers, rather than only high-level reporting to senior management. EnAct is also accessible from the web 24/7. Loyalty Level 6 Dimensions Practices (Behaviors) Global Partners EnAct Pilot Proposal January 21, 2010
  • 7.
  • 8. REFERENCES AND CUSTOMER BASE Representative Clients Global Partners EnAct Pilot Proposal January 21, 2010
  • 9. REFERENCES AND CUSTOMER BASE Global Partners EnAct Pilot Proposal January 21, 2010
  • 10.
  • 11.
  • 12. RELATIONSHIP ASSESSMENT – “Measuring Relationship Climate” Relationship Assessment The survey instrument we use to measure Relationship Climate is called the Relationship Assessment. This adds a prescriptive element as it breaks the relationship into six Dimensions: Integrity- Can you be counted on to act in a predictable manner? Do I believe what you say? Are you reliable, dependable? Are you trustworthy in your business dealings? Competency - Can you actually deliver the product or service your have promised? Do you have people, skills, experience, systems, processes, etc. needed to perform as expected? Recognition - Is our relationship important to you...or am I just a number? What have you done to demonstrate and reinforce the importance of our business relationship? Proactivity - Do you only do what has been contracted for... or do you go above and beyond? Do you look out for me and ensure that I don’t encounter any surprises? Savvy - Do you understand the “bigger picture?” Do you know what my day is like, how my firm makes money, how our business operates...and how you can help me achieve my goals? Chemistry - Do I enjoy working with you? Do I look forward to our next interaction together, or is each a series of missed communication and dodged appointments? Global Partners EnAct Pilot Proposal January 21, 2010
  • 13.
  • 14.
  • 15.
  • 16.