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I N V E S T O R P R E S E N T A T I O N
+200
customers
served
Transforming thousands of sales
professionals from an analog to
digital sales process, with our
world-class sales training.
600,000 unique website visitors
per year, and growing fast!
Our Moonshot:
>1,000,000 sales
professionals
served
Own the category Digital Sales Training globally.
Innovate modern sales training away from event-
based training, towards a personalized Playlist
subscription for lifelong learners.
Our opportunity:
22,000,000 B2B sales
professionals globally
• 3,000,000 active B2B sales professionals on LinkedIn.
• $2B sales training industry in USA and growing.
Be the world’s first playlist subscription for digital
sales training, and cement Sales for Life’s as the
brand synonymous with the category.
d
Solve this
market
problem:
the buyer has
evolved and
there is a
smarter way to
serve.
• Super fragmented social & digital sales training.
• Sales for Life leads, but hasn’t yet dominated the category.
• Digital maturity will happen globally, in all industries.
• Who will take ownership of this transformation?
Innovators and Early Adopters13’-16
17’-20’
20’-22’
22’
Early Majority
Late Majority
Laggards
Move from Services to Solutions business
Events-based Training
Speaking engagements
Workshops
IP licenses for Courses/Certifications
Social Selling Mastery
• Digital Sales Management
• Insights Factory for Digital Marketing
• Social Selling for Sales Professionals
Digital Account-based Selling
2018
Your personal Digital Journey
Proprietary Learning Portal with dynamic
Playlist learning paths. 100’s of modules,
courses & certifications.
Sales professionals and corporations
can subscribe to continuous digital sales
training.
2019 & Beyond
Revenue
Model:
move
towards
Lifelong
Learners
Events-based Training
Speaking = AVG $12,000 USD
Workshops = AVG $15,000 USD
Events-based Training
Social Selling Mastery - SMB
• AVG $1,500 USD
Social Selling Mastery - Corporate
• AVG $32,000 USD
Digital Account-based Selling
• New Certification
2018 2019 & Beyond
Clients Total Sales Bookings ($USD)
CA, Inc. 433,518.60
SAS Institute Inc. 405,965.00
Thomson Reuters 344,909.00
New Horizons Computer Learning Centers, 328,775.67
DS Solidworks Corp 265,179.44
INTEL CORPORATION 211,424.55
Kofax Inc. 163,380.27
Jive Software Inc. 156,175.15
Rockwell Automation, Inc. 109,108.48
Workfront, Inc. 89,824.09
Sprint/Nextel Systems Corp 80,000.00
Juniper Networks (US) Inc (California) 79,965.00
Kronos Incorporated 79,281.92
Thales e-Security Inc. 78,485.05
ADP LLC 76,275.75
AT&T Legal Entity 75,000.00
Mindtree Limited 74,962.50
Covance Inc. 71,001.67
Direct Energy 70,732.92
Couchbase, Inc. 70,146.06
Microsoft Corporation 63,738.68
GE Capital Bank Limited 59,957.50
Teleperformance 58,989.25
Top Billing Customers globally
3 Pillars to our success
Global Distribution:
Build a world-class direct and
indirect sales force that wins
1,000’s of Lifelong Learning
customers around the world.
Raving Fans:
Embrace the Lifelong Learner
with a customer experience that
keeps them hungry to expand
their ongoing sales education,
and socially promote our brand.
IP Innovation:
Provide a learning environment
richer and deeper on digital
sales best practices that
anyone in the world. Blend the
best of human coaching and
contextualization, with highly
scalable IP that can be
consumed from anywhere, on
any device.
Financial
growth
2013 2014 2015 2016 2017
Revenue $405,089 $789,078 $1,387,426 $1,965,559 $2,750,000
Sales
Bookings
$403,144 $761,457 $1,709,020 $1,748,417 $1,900,000
Expenses $214,949 $399,478 $1,440,555 $2,219,693 $2,500,000
EBITA $149,714 $283,163 $92,120 -$261,284 $250,000
Investment
Opportunity
Sales for Life valuation: $3,000,000 CAD
Investment Allotment: 20% of preferred shares
Investment Total: $600,000 CAD
Notes:
Closing round on August 31, 2017
Minimum investment amount of $50,000
Liquidation preference of 1x, dividend rights, non-
voting shares, no Board of Directors seats available.
Basic Cap Table:
Jamie Shanks 34%
George Albert 34%
Employee/Board of Advisors Stock Option pool 12%
Investment Allotment 20%
Plan
for
capital
allocation
Accelerate revenue!
Hire an outsourced sales recruitment firm and execute all hires
before Oct 31, 2018:
• 2x Sales Executives - Corporate/Enterprise accounts
• 3x Sales Executives - SMB
• Channel & Alliances Manager
• VP Customer Success
Invest further in marketing - demand generation, customer, and
channel engagement campaigns to support the sales growth.
Accelerate
path to
$10,000,000,
with a
percentage
of revenue
as ARR
Hit first Milestone: Organic vs. Capital Injection
• Dramatically increase sales trajectory;
• Focus on converting services to solutions ARR.
>50%
ARR
Change
valuation
trajectory:
Services to
Solutions
(>50% is
ARR)
2018 Valuation
≅ 1x revenue
2020 Valuation
= 3x - 4x revenue
Team
Core Team:
Jamie Shanks
CEO
Jill Rowley Kalin McDonald Terry Foster Tynan Fischer
Amar Sheth
VP Sales
George Albert
COO
Jose Sanchez
VP Product
Innovation
Brian Lipp
VP Marketing
Ron De Appoloni
VP Sales
Board of Advisors:
T h a n k Y o u F o r Y o u r T i m e

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Investor Presentation of Solution Based Training Strategy

  • 1. I N V E S T O R P R E S E N T A T I O N
  • 2. +200 customers served Transforming thousands of sales professionals from an analog to digital sales process, with our world-class sales training. 600,000 unique website visitors per year, and growing fast!
  • 3. Our Moonshot: >1,000,000 sales professionals served Own the category Digital Sales Training globally. Innovate modern sales training away from event- based training, towards a personalized Playlist subscription for lifelong learners.
  • 4. Our opportunity: 22,000,000 B2B sales professionals globally • 3,000,000 active B2B sales professionals on LinkedIn. • $2B sales training industry in USA and growing. Be the world’s first playlist subscription for digital sales training, and cement Sales for Life’s as the brand synonymous with the category.
  • 5. d Solve this market problem: the buyer has evolved and there is a smarter way to serve. • Super fragmented social & digital sales training. • Sales for Life leads, but hasn’t yet dominated the category. • Digital maturity will happen globally, in all industries. • Who will take ownership of this transformation? Innovators and Early Adopters13’-16 17’-20’ 20’-22’ 22’ Early Majority Late Majority Laggards
  • 6. Move from Services to Solutions business Events-based Training Speaking engagements Workshops IP licenses for Courses/Certifications Social Selling Mastery • Digital Sales Management • Insights Factory for Digital Marketing • Social Selling for Sales Professionals Digital Account-based Selling 2018 Your personal Digital Journey Proprietary Learning Portal with dynamic Playlist learning paths. 100’s of modules, courses & certifications. Sales professionals and corporations can subscribe to continuous digital sales training. 2019 & Beyond
  • 7. Revenue Model: move towards Lifelong Learners Events-based Training Speaking = AVG $12,000 USD Workshops = AVG $15,000 USD Events-based Training Social Selling Mastery - SMB • AVG $1,500 USD Social Selling Mastery - Corporate • AVG $32,000 USD Digital Account-based Selling • New Certification 2018 2019 & Beyond
  • 8. Clients Total Sales Bookings ($USD) CA, Inc. 433,518.60 SAS Institute Inc. 405,965.00 Thomson Reuters 344,909.00 New Horizons Computer Learning Centers, 328,775.67 DS Solidworks Corp 265,179.44 INTEL CORPORATION 211,424.55 Kofax Inc. 163,380.27 Jive Software Inc. 156,175.15 Rockwell Automation, Inc. 109,108.48 Workfront, Inc. 89,824.09 Sprint/Nextel Systems Corp 80,000.00 Juniper Networks (US) Inc (California) 79,965.00 Kronos Incorporated 79,281.92 Thales e-Security Inc. 78,485.05 ADP LLC 76,275.75 AT&T Legal Entity 75,000.00 Mindtree Limited 74,962.50 Covance Inc. 71,001.67 Direct Energy 70,732.92 Couchbase, Inc. 70,146.06 Microsoft Corporation 63,738.68 GE Capital Bank Limited 59,957.50 Teleperformance 58,989.25 Top Billing Customers globally
  • 9. 3 Pillars to our success Global Distribution: Build a world-class direct and indirect sales force that wins 1,000’s of Lifelong Learning customers around the world. Raving Fans: Embrace the Lifelong Learner with a customer experience that keeps them hungry to expand their ongoing sales education, and socially promote our brand. IP Innovation: Provide a learning environment richer and deeper on digital sales best practices that anyone in the world. Blend the best of human coaching and contextualization, with highly scalable IP that can be consumed from anywhere, on any device.
  • 10. Financial growth 2013 2014 2015 2016 2017 Revenue $405,089 $789,078 $1,387,426 $1,965,559 $2,750,000 Sales Bookings $403,144 $761,457 $1,709,020 $1,748,417 $1,900,000 Expenses $214,949 $399,478 $1,440,555 $2,219,693 $2,500,000 EBITA $149,714 $283,163 $92,120 -$261,284 $250,000
  • 11. Investment Opportunity Sales for Life valuation: $3,000,000 CAD Investment Allotment: 20% of preferred shares Investment Total: $600,000 CAD Notes: Closing round on August 31, 2017 Minimum investment amount of $50,000 Liquidation preference of 1x, dividend rights, non- voting shares, no Board of Directors seats available. Basic Cap Table: Jamie Shanks 34% George Albert 34% Employee/Board of Advisors Stock Option pool 12% Investment Allotment 20%
  • 12. Plan for capital allocation Accelerate revenue! Hire an outsourced sales recruitment firm and execute all hires before Oct 31, 2018: • 2x Sales Executives - Corporate/Enterprise accounts • 3x Sales Executives - SMB • Channel & Alliances Manager • VP Customer Success Invest further in marketing - demand generation, customer, and channel engagement campaigns to support the sales growth.
  • 13. Accelerate path to $10,000,000, with a percentage of revenue as ARR Hit first Milestone: Organic vs. Capital Injection • Dramatically increase sales trajectory; • Focus on converting services to solutions ARR. >50% ARR
  • 14. Change valuation trajectory: Services to Solutions (>50% is ARR) 2018 Valuation ≅ 1x revenue 2020 Valuation = 3x - 4x revenue
  • 15. Team Core Team: Jamie Shanks CEO Jill Rowley Kalin McDonald Terry Foster Tynan Fischer Amar Sheth VP Sales George Albert COO Jose Sanchez VP Product Innovation Brian Lipp VP Marketing Ron De Appoloni VP Sales Board of Advisors:
  • 16. T h a n k Y o u F o r Y o u r T i m e