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FAQs
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Which free tools or services you know for increasing sales?
Here are the tools we at Tint use to increase our sales (most of them have free plans):As Tint's first hire, my main goal was to bring in 100k by the end of 2013. With the tools listed below, I was able to bring in $128,914 by NYE of 2013. Now that we are on pace to hitting 2MM by 2014, my next goal is to streamline our sales team to set our sales vision higher: How to hit 20MM. Now, I am firm believer of the saying “under commit, over deliver” but I also believe in setting high expectations that even if I’m shy of the goal, I’ll still be happy with the results.For example in November, I committed 50k to Tim (our CEO) but with 37 web-to-lead inquiries given to me, I was able to get 36 leads to show up to an appointment, which helped me close 21 accounts in 30 days. I closed the month with $43,300 and was happy with results. My key performance metrics include a 97% show ratio and 58% closing ratio. This is an average key performance metric for Tim and I, and we are now strategically working to scale it. However before we do, I would like to share the 11 tools for our sales success:Basic Marketing Tools for Lead Generation:Social Media: Facebook, Twitter, Instagram, Google+Context, Blogging & ContentWord-of-mouth/ReferralsEmail Newsletters & Promo CodesSEO & Blogs w/ Content MarketingPowered by Tint logo for free users 1) Olark is an effective way to talk to your customers for sales and support in real-time on your site.If the web visitor doesn’t fill out a form, they usually send a quick question with Olark’s chat box. Because we focus so much on customer happiness, our web visitor will instantly get connected to our CEO, Tim Sae Koo. He will immediately answer sales questions or help with support inquiries. You’d be surprised at how many closed customers you can achieve by just answering a few questions when the lead/visitor is most interested with your product. If he isn’t around, the inquiry will go straight to sales@tintup.com which our sales team can immediately answer. 9 times out of 10, Tim and I are able set appointments through Olark. If more than 12 hours pass and we still haven’t responded to an inquiry, then the lead loses interest. Time kills deals and Olark is a great solution to nurture your leads, in real time, and let them know that they are very important.2) Hubspot is an inbound marketing software platform that helps companies attract visitors, convert leads, and close customers.When a visitor/lead visits www.tintup.com, we use Hubspot to create forms and CTAs that track, score and nurtures leads. Hubspot has tons of features that we weren’t able to use because we only signed up for a 30 day free trial. But for the most part, we used their a/b testing landing pages, CTA, and Signals. Signals is Hubspot’s real-time notifications that tell you when and how to follow up with your leads and customers. The 30 day trial did generate an additional $30k for Tint though! Although, the results are great, we are eager to learn more about other similar softwares like Pardot, Kissmetrics, and Marketo. 3) Mailchimp is an easy and effective way to send better email newsletters to your customers.Since we never use our blog to advertise ourselves or announce new features (because we believe our readers want to learn more than hear our news), we use Mailchimp to send out our new feature releases, promotions, and our blog posts we write. It’s super easy to import your email lists, set up a template for your email campaign, and time your send outs by bulk or time zone. The email newsletters we send out is a great way to ensure that our customers know we are still working hard for them and communicating with them in mass what we’re up to. We will also segment lists by what plans our customers are so we can send out targeted promotions to them or get them back onto our site to see new developments we’ve released.Sales Tools – Lead Opportunity Stages:Vetting & QualifyingSetting the AppointmentFollowing Up or Closing CallVerbal AgreementClosed WonClosed LostDo not call list4) Rapportive is a Gmail plugin to vet who you’re communicating with and if they are a decision maker you need to close.Ever wonder when a lead comes in if they are just a random person in a company doing research or an actual decision maker? Rapportive is your key to determining who you’re speaking with and the kind of actions you need to take. It’s all super easy to find out as well. After installation, all you need to do is hover over the email address that emailed you and the sidebar of your Gmail will show you the full name, location, title, and social networks from the person you’re speaking with. With that information, you can change your tone/urge to set up a demo to close a deal quicker.5) Boomerang is a Gmail plugin to manage your email responses and remind you when to answer.When I open my gmail, I would typically have around 50 unread messages ranging from inquiries to leads belonging in all of the above ‘opportunity stages.’ My inbox can get overwhelming rather quickly and that is why I use multiple tools to nurture leads. It took awhile for me to get used to Boomerang because I’m such a Salesforce advocate but as soon as I applied the tool, I was able to cut down my workload by 2 ½ hours. At my last job, I was conditioned to log all my notes/emails to salesforce and create events, and tasks to remind me who to follow up and which leads need attention – these tedious steps would add 1-2 minutes/lead to my 60-100 lead/day routine.With Boomerang, I can efficiently work all my stages. Whether it’s to set an appointment, to send a summary & proposal, to follow up with a lead, or to set an automatic reminder… it is easy to set up with only 2-3 clicks all within my Gmail. Imagine what you would have to do if 7 clients all asked to follow up with them after 1 week during different parts of the week…I now have a tool that I can set emails to remind me to answer back in 2 days, or 12pm on Thursday afternoon; no more guessing games and no more leads falling through the cracks. 6) Cirrus Insight helps you keep Salesforce in sync with Gmail, Google Calendar, and Google Contacts.When a lead completes a form on our website or emails us directly, we create an account on Cirrus Insight and convert the lead into an ‘opportunity.’ I use this add-on as much as I use Gmail. It made Salesforce easy to teach and keep up with. I no longer have to copy and paste everything into salesforce; I can simply ‘log a call’ through ‘activities’, set an appointment through ‘event’ and respond to emails using Salesforce templates through the ‘quick send and add’ plugin. I’ve watched Tim receive 50 emails (support & inquiry) and respond to all 50, log complete notes on sfdc and get tons of confirmed appointments before he goes to lunch at noon. The best part about this plugin is its ability to sync your google calendar and Salesforce calendar every 30 minutes.7) Yesware is an email productivity service for salespeople.If Boomerang and Cirrus insight had a child, it would be Yesware. I just installed Yesware this month and it has similar features like email management, and SFDC/Gmail synchronization. What I really like about Yesware is being able to send emails at later time. For instance Fridays are the worst follow up days because everyone is getting ready for the weekend. However, I also have a lot of time on Friday and so I’ll write my follow up emails and schedule them to be delivered on Monday at 8:30am, which will help me get seen first thing in the morning. Another feature I like about Yesware is there templates. Once my templates are setup, it takes 2 clicks to load them and send. With Cirrus Insight, I will need to click on the icon, then choose the template folder, then choose a template, then look for a contact, then look for an account and send. Yesware saves me another 2-3 minutes which I can substitute for my tea break.8) Salesforce is best known for it’s customer relationship management product.Salesforce help me keep track of all my leads, where they are in the decision making process, and help me generate reports on performance metrics. Salesforce is important because it will streamline all the information gathered about an account and a lead from beginning to end. If a lead has support issues, or unpaid balances, your marketing, sales, operations and account management teams should be able to get the full story just by looking at the Salesforce notes. If an account manager has to ask for more details from your salesperson about a client, this means notes are incomplete. Incomplete notes will create inefficiencies, miscommunication, wasted time and ultimately, money lost.Salesforce will also give management valuable insights to the type of employees in your company. It will help you find and gauge the A players from the B players. Most importantly if your data is clean, Salesforce will help you streamline, track retention rates, churns, lifetime value of a client and projections.My Salesforce calendar is synchronized with Cirrus Insight, which is connected to my Google Calendar. I also have my Gcal set up with text notifications to give me real time reminders on appointments. Salesforce help me nurture my pipeline and it help me forecast my numbers. A lot of the tools I’m suggesting can actually be customized through Salesforce however I found that the more apps you need within salesforce, the more fees are added. Also, my eyes don’t get burnt out looking at the same page all day and I appreciate the emotive variety of each tool. 9) Join.me, GoToMeeting or Skype – VOIP Conference Calls & Screen-sharingOnce I set an appointment, my go to screen sharing app is Free Screen Sharing and Online Meetings because it is easy to send and pretty to look at. My prospect doesn’t need to download a file like Skype or GoToMeeting, which is time consuming. They only need to take 3 steps:Click on the Free Screen Sharing and Online Meetings linkClick on the phone icon to connect via internetConnect a headsetSome client’s prefer GoToMeeting or Skype. I don’t like GoToMeeting because it feels archaic, it’s interface is bulky and sending an invite takes too much time. I don’t like Skype because I have to send an invite or wait for an invite to get connected which is inefficient. While Skype can’t do conference calls for free and half my calls are conference calls. Both these tools require an installation and a signup. 10) Stripe is a company that provides a way for individuals and businesses to accept payments over the Internet.Once a demo is complete, we expect to close the business within 1-14 days. I can use Stripe to create promo codes and track real time revenue. Not to mention managing (full or partial) refunds, recurring subscriptions, and custom payments. Tint also uses Stripe for self-service signups located on our pricing page: www.tintup.com/pricing. The Plus and Pro signups go through our stripe account. Our self serve page generates about more than half of our revenue every month.11) Zapier enables you to automate tasks between other online services (services like Salesforce, Basecamp, Gmail, Mailchimp, Olark, Hubspot and Stripe).I use this tool to synchronize Stripe with Salesforce so our self serve clients are also in our Salesforce database to keep track of all our customers. Zapier has hundreds of other recipes you can create that will make your life easier and save you time from connecting apps together (like send all Gmail emails into Evernote automatically). We always strive for clean data because they tell the best stories. We would love some suggestions or successful tools to help us consolidate and maintain clean data. Account Management Tools & Circling back to Lead Generation:Orientation CallHappy Client ProgramTint Support & Best PracticesSave Calls, Credit, Collection & InvoicingCase Studies, UpsellsWorking with brand advocates12) Ballpark for invoicing and referral programs.I typically use Ballpark to send invoices and accept payments. However, they also have referral programs that I think we should definately use and they released a feature with Stripe for credit card payments. It seems like they have tons of features that I have not used yet and so I will be downloading the Ballpark app to take advantage of all these awesome features.13) Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what’s being worked on, who’s working on what, and where something is in a process.Trello is our drawing board, our to-do list; the board that keeps us accountable and innovative. Everyday we talk about urgent challenges, tasks we completed, and what we are working on. We are constantly looking for ways to improve, to strengthen our culture and our product. Trello helps us stay true to one of our core philosophy, “Transparency is key.” We are able to see what project each person is in charge of and what they have accomplished. We are able to work together closely and give feedback to improve on our methods, which I find incredibly valuable for a startup company. This is where you can put sales goals on individual cards so your team knows what you are aiming for and can give you feedback on your steps. You can read more here on how we organize our Trello.14) Intercom is your best friend for account management and talking with customers.Tint uses intercom for “Churn, Retention and Re-Engaging Customers.” One of our current challenges is to increase our monthly recurring revenue. And to reduce our churn, we want to make sure we talk with our customers so they know we’re here to help and are up to date with new features, blog posts, etc. Intercom makes this SUPER easy by allowing us to communicate with our customers when they are in the Tint app. This is smart because this is when they are focused on our app and willing to chat with us. We are still learning to use Intercom effectively to create strong relationships with visitors and customers alike through automated messaging to scale our touchpoint communications.Read more at our blog post here: http://www.tintup.com/blog/14-sales-tools-tint-used-to-signNow-1m-revenue-in-1-year/
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What are some effective software tools that an inside sales team can use to boost productivity?
Hey!I’d recommend you only five tools for higher productivity, but I believe they are the best ones in each category. We use all of them! And as a team leader, I’m so grateful for having them all at once.NetHunt CRMNetHunt is both a CRM software and productivity tool that is integrated into Gmail. You need a CRM to keep your team on the same page regarding the relations with current or future customers. NetHunt CRM stores all the updates in the communication with clients as well as the overall progress of sales and marketing processes.Why else does your team need CRM?Give up spreadsheets and save time on more important tasksDon’t waste a minute on navigating customers profilesSynchronize workflow between different departmentsTrack sales and performance per employeeClose deals right in your inboxSchedule follow-ups, bulk emails and more.2. SlackSlack enables clear and effective communication inside the team. It aligns the work process of team members by providing an opportunity to send instant messages.Slack is integrated with a bunch of other services like Trello or Gmail, and it notifies you when something important happens in any of your workspaces.3. Google MeetGoogle Meet is a simple and free tool to schedule video or audio calls. It helps gather teams that are spread all over the world. If you’re out of the office for a business trip or some of your employees work remotely, Google Meet will ensure effective communication and productive teamwork.4. TrelloEven the busiest people and teams get their daily agenda organized with Trello. This app boasts an intuitive and playful interface with columns, cards, lists, and tasks which you can share with your team. You may also create notes or visualize your calendar. Trello won’t let you miss a meeting or break the deadline.5. JiraWith Jira, you can measure the time which your team invests in various tasks. Jira helps estimate the performance of every employee. It gives you updates on how much time left for a specific task to be done. Although you may use it to split bigger tasks into small ones and delegate them to different people. Jira visualizes the entire workflow of your team in general and occupation of every employee in particular.In this article, you may also find 11 simple and effective ways to boost team performance! → How to increase team productivityCheers!
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How does one create a business plan?
Startups 101: How to Create a Business PlanThe first thing you need to do is create an executive summary and a mission statement. After that, you need to study your market, compare yourself to your competition, create a share structure, outline financials, and fill out the rest of the pertinent data like the other people suggest.Below is an example of the last executive summary and mission statement that I created for a company I was planning to launch earlier this year.Since I own the company, wrote this from scratch, and decided that I will not be launching this product, I decided to share. (Yes, it is heavily focused on marketing, but that's my primary expertise, if I'm even somewhat good at it... Who in the world knows...)I worked with a Product CEO and operated as the COO at this company and recruited a highly talented team, however the Product CEO decided to part ways so we scrapped the business.Also, you may not want to make a public benefit company unless you already have investors you can turn to for sure who don't care what kind of business you own. If you are seeking to raise money from venture capital, then it is highly unlikely that they will invest into your model. 1.0 EXECUTIVE SUMMARYCompany Name | Tagline | An American Public Benefit Company Founded in February of 2013, (“SE”) features contemporary women’s fashions specializing in comfort, fit and sexiness, established by a diverse group of individuals, led by the C.E.O. Ms. Lee. SE holds idealistic aspirations of giving back to the underprivileged, creates American Jobs and gives back to the community, while keeping the clientele engaged through social interactions SE provides: • A Philanthropic Vision. • Patriotism. • Quality Clothing. • Best Styles for women of the 21st Century. • Quality Content. • An Interactive Community. SE’s innovative design and marketing team constructs visionary product campaigns and strategies, designed to push SE to the forefront of the industry. Derived from the fictional character, Sophia Serrano, from the film Open Your Eyes, SE’s inspiration is characterized by Sophia’s radiant qualities of being: positive, down-to earth, original, mysterious, sexy, and guileless in a perfect world. Sophia is the “ideal” woman because not only is she divine in nature, she is able to cope through the greatest obstacles that obstruct her from her path. Simultaneously, Sophia is so unique, she makes a man follow her into the afterlife of his dreams. Not only did she (tagline) in the real world, she left him in need of her in the afterlife. SE wants other fashion brands and the world to know that everyone in this world matters, no matter your race, ethnicity, financial background or country of origin. SE empowers people to make a difference by: • Helping the Underprivileged Children of America. • Creating American Jobs. • Providing a more Eco-Friendly environment. All of SE’s products are made in the United States, providing more opportunities to influence economic growth. SE ensures no usable fabric goes to waste by collecting all the scraps of fabrics and donating the items to (charity), with the sole intent to create exclusive items, blankets, or articles of clothing for the less fortunate. In addition, SE donates 10% of all sales to (charity) , to help feed, clothe, and provide shelter for the less fortunate.SE plans to take a creative approach to branding and marketing the company. Not only will SE use traditional methods of marketing, such as mailing clothes to celebrities, look books to bloggers and editors, buying editorial spots, sponsoring events, and advertising online, SE will take grass root efforts to the next level in attracting hits to the website, along with social media to keep the clientele engaged. Sending celebrities, fashion editors and bloggers free gifts never guarantees the promotion of an item, so SE has decided to implement a revenue sharing program with its clothing. Each individual influencer will have a personalized URL to direct their clients to SE’s website. Each purchase made within thirty days by the referral of an “influencer” will generate an earnings check of $25 to the referrer. Checks will be cut once the accumulated balance signNowes $300, or can be exchanged to store credit. SE will seek out make up artists, photographers, stylists, and other professionals within the fashion industry to provide an opportunity to earn an extra source of income through its revenue sharing program. SE will also provide clothing to stylists, to have featured in editorial along with video content. SE’s grassroots efforts will take place in the form of carefully selected event sponsorships. Through event sponsorships, models will be showcased wearing the SE product through a trade booth. SE will take pictures of celebrities who try on the products and feature blog posts through social media efforts of the celebrities, while distributing the highly sought out images to fashion bloggers. SE will then pass out $10 SE Clothing Branded Gift Cards to people who fit the role of the target consumer of the brand at the event. Initially, 50,000 gift cards will be made for distribution within the first year, of which we expect at least 25,000 to visit the website URL. SE will implement a referral based program, where if a friend is referred to purchase an item through the SE website through their email or social media link within 30 days, the customer will have the choice to have one of the following occur: • $25 will be credited to the referrer’s account for Future Purchases. • $25 will be donated to the referrer’s Charity of Choice. The referee will also receive $10 credited off their first purchase. Studies indicate that 1 out of every 3 customers will refer their friends to a site that they trust and enjoy. SE will partner with publishers and affiliates such as Google Affiliate, Commission Junction, Avantlink, Affiliate Window, Webgains, Pepperjam, Integrate, Etc. to allow professionals to earn a profit by referring their clientele to purchase items from SE. In order to create better organic SEO (Search Engine Optimization) results to guide more online traffic to the website, SE will carry lines of both popular name brand and up-and-coming American Made products by other designers, such as Nasty Gal, Diesel, Ralph Lauren, Armani, Etc. In order to acquire the product necessary, SE will create a strategic partnership with its manufacturer to sell their excess inventory. Once new customers visit the SE site, they will be given an opportunity to register on the site to claim their $10 credit. Through registration, information such as the customer’s name, email address, phone number, address, and social media profiles will be gathered. Once the customer registers, they will be able to access the site. A welcome email will be sent to the customer within one day, welcoming them to the site. Within 5-7 business days, a letter stating SE’s appreciation of the customer with an outline of the brand’s philanthropic vision will be physically mailed to the customer on company letterhead and hand signed by the C.E.O., Ms. Lee. The customer will then be emailed, informing them that their gift card will expire in 30 days, 3 weeks, 15 days, 7 days, 3 days, 2 days, and a final offer email. This cycle will repeat for another 30 days for a total of 60 days, which will trigger a sense of urgency within purchasing an item within the allotted timeframe. SE will engage with customers by providing the first few sentences of educational content through email, while providing links to the blogging section of the website to read the full article, along with social media efforts on Pinterest, Facebook, Twitter, DeviantART, Tumblr, Google+, Polyvore, Wanelo, Quora, Lyst, Etc. to build trust with the clientele, and keep them engaged with the brand. SE will track user activity through analytic services provided by Kissmetrics to measure which campaigns work best, to better understand our audience. SE will influence increases in transaction sizes by donating one item to charity for every $300 spent in a single transaction. Not only would revenues increase, the philanthropic vision would accelerate to creating a bigger influence to society, which in turn will create a better image for the brand. SE will have a section on the site where users can upload images of their new purchases, how they pair their outfits, provide feedback to others, and like other consumer’s styles, creating an engaged society of buyers who become advocates and prosumers of the brand. SE will begin sales on the retail website, then slowly trickle into many online boutique stores, physical boutique stores, then into major department stores. Since bulk purchases from vendors decrease manufacturing costs, the business model is extremely scalable. As SE becomes a more established brand, price increases will be implemented in 10% increments per season, increasing profit margins while manufacturing costs decrease. SE will create separate databases for consumers who have at least purchased one item and another database for loyal consumers. In regard to the database of consumers who have purchased, collateral material providing a promo code for a promotional discount will physically be mailed to the clients two weeks prior to an anniversary or holiday sale, to provide exclusive access to the promotion. SE will randomly select users from the loyal consumer database to provide a free gift with purchase, expedited or free shipping, and various other promotional tools to reward brand loyalty. Once SE establishes a loyal client base, verticals will be integrated one product at a time in minimal quantities, initially to test the market to see how well the product does. Verticals will range from products such as cosmetics, shoes, handbags, hats, stockings, scarves, jewelry, and other womenswear based products. Led by C.E.O. Ms. Lee, SE has hand selected a managerial team of 8 creative unique individuals to grasp a portion of the $500+ billion dollar market by creating quality content, negotiating with vendors, managing finances, and laying out the long term growth of the company, all while creating beautiful product. 10 years from now, in the year 2023, SE plans to be acquired by LVMH, PPR, Richemont, Valentino Fashion Group, The Aeffe Group, Puig, Diesel, Phillips-Van Huesen, Hermes, Liz Claiborne, Inditex, The Arcadia Group, or Aurora Fashion for a strike price of $300 million. SE is currently seeking seed financing in the amount of $275,000 to be used to cover manufacturing, marketing, legal and operational expenses to establish the brand. MISSION STATEMENTUnited together, SE’s commitments to society are as follows:#1. To Mother Earth:We vow to make sure that no usable fabric is wasted. All usable scrap material will be recycled into specialty items, blankets or created into articles of clothing for the less fortunate.#2. To Our Nation:We vow to Shop American. We vow to only manufacture our product in America. We are creating American jobs and doing our part in rebuilding the American economy.#3. To Our World:We vow to take a stance against child labor. We take a stance against the Chinese sweatshops with hazardous work conditions.#4. To The Less Fortunate:We vow to provide food, clothing, and shelter for children who are unable to take care of themselves, especially the ones right here at home.#5. To Our Customers:We vow to make sure you feel beautiful and (tagline). We vow to create the sexiest, most reliable products made from the best material we can find. We will provide the best fit possible. We will listen to your opinions and make decisions based off of your feedback. Your voice will be heard. #6. To Our Design PartnersWe vow to provide our client base accessibility to your designs to increase your exposure in the market place. Whether you are a small designer who is just beginning or an established brand, there is a place here for you to showcase your items, as long as the product is manufactured here in America.#7. To Our Employees: We vow to bring the jobs back home and provide fair wages. We vow to provide a fun and friendly stress-free work environment.#8. To Our Shareholders:We vow to provide you a seat on our board. We vow to listen to your expertise. We vow to provide returns in a timely manner. We vow to fulfill your philanthropic vision.Oh, it might be in your best interest to include a mind map as well.The first five pages should include the following information:BUSINESS DEVELOPMENT PLAN MARCH 2013 ****** CONFIDENTIALITY & DISCLOSURE NOTICE ****** IMPORTANT: This document is for information purposes only and sent at your request and is covered by the Electronic Communications Privacy Act 18 U.S.C. 2510‐2521. This is neither a solicitation of investment nor an offer to sell and/or buy securities. This communication may contain non‐public, private, confidential or legally privileged information and documents intended for the sole use of the designated recipient(s). The unlawful interception, use or disclosure of such information is strictly prohibited under the applicable laws of the U.S.A. and the State of Nevada. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this information by persons/entities other than the intended recipient is prohibited. If you received this document and / or a transmission of this document in error, delete any electronic copies of this document and / or return this document to (Name, Address) CONFIDENTIALITY & DISCLOSURE NOTICE IMPORTANT: This document is for information purposes only and sent at your request and is covered by the Electronic Communications Privacy Act 18 U.S.C. 2510-2521. This is neither a solicitation of investment nor an offer to sell and/or buy securities. This communication may contain non-public, private, confidential or legally privileged information and documents intended for the sole use of the designated recipient(s). The unlawful interception, use or disclosure of such information is strictly prohibited under the applicable laws of the U.S.A. and the State of California. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this information by persons/entities other than the intended recipient is prohibited. If you received this document and / or a transmission of this document in error, delete any electronic copies of this document and / or return this document to (Name, Address) CONFIDENTIALITY AGREEMENT The undersigned reader acknowledges that the information provided within this Business Development Plan (“BDP”) is confidential; therefore, reader agrees not to disclose it without the express written permission of SE. It is acknowledged by reader that information to be furnished in this BDP is in all respects confidential in nature, other than information which is in the public domain through other means and that any disclosure or use of same by reader, may cause serious harm or damage to SE and other sources identified herein. The information, estimates and projections contained herein have been prepared by SE in good faith and on a basis believed to be reasonable; such estimates and projections involve signNow elements of subjective judgment and analysis. No representation or warranty, expressed or implied, can be made as to the accuracy or completeness of such information, and nothing contained in this BDP is, or shall be relied upon as, a promise or representation as to the past or the future. This BDP is submitted in connection with the evaluation of a potential transaction and may not be reproduced or used, in whole or in part, for any other purpose. Upon request, this document is to be immediately returned SE,. ___________________ Signature ___________________ Name (typed or printed) ___________________ Date This is a Business Development Plan. It does not imply an offering of securitiesFORWARD LOOKING STATEMENT This document may contain certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including, but not limited to, statements as to future operating results and plans that involve risks and uncertainties. We use words such as “expects”, “anticipates”, “believes”, “estimates”, the negative of these terms and similar expressions to identify forward looking statements. Such forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the Company to differ materially from any future results, performance or achievements expressed or implied by those projected in the forward-looking statements for any reason. References herein to “the Company,” “we,” “our,” “us” and similar words or phrases are references to SE, and/or its subsidiaries, unless the context otherwise requires. CONTACT INFORMATION Inquiries may be directed to the appropriate party below:Leonard Kim COO SEAddress:Phone: Fax: Email:The Table of contents should include the following information that no one, aside from analysts read:TABLE OF CONTENTS 1.0 EXECUTIVE SUMMARY1.1 OBJECTIVES1.2 MISSION1.3 KEYS TO SUCCESS 2.0 COMPANY SUMMARY2.1 CAPITALIZATION SUMMARY2.2 COMPANY LOCATIONS AND FACILITIES.3.0 PRODUCTS AND SERVICES3.1 THE SE TECHNOLOGY3.2 COMPETITIVE COMPARISON3.3 MARKETING MATERIAL3.4 TECHNOLOGY FULFILLMENT3.5 FUTURE PRODUCTS AND SERVICES4.0 MARKET ANALYSIS SUMMARY 4.1 MARKET SEGMENTATION 4.2 TARGET MARKET SEGMENT STRATEGY4.2.1 MARKET NEEDS4.2.2 MARKET TRENDS 4.2.3 MARKET GROWTH4.3 SERVICE BUSINESS ANALYSIS 4.3.1 BUSINESS PARTICIPANTS 4.3.2 DISTRIBUTING A PRODUCT 4.3.3 MAIN COMPETITORS 5.0 WEB PLAN SUMMARY5.1 WEBSITE MARKETING STRATEGY5.2 DEVELOPMENT REQUIREMENTS6.0 STRATEGY AND IMPLEMENTATION SUMMARY6.1 SWOT ANALYSIS 6.1.1 STRENGTHS6.1.2 WEAKNESSES 6.1.3 OPPORTUNITIES6.1.4 THREATS6.2 STRATEGY PYRAMID 6.3 VALUE PROPOSITION6.4 COMPETITIVE EDGE 6.5 MARKETING STRATEGY SUMMARY6.5.1 POSITIONING STATEMENT 6.5.2 PRICING STRATEGY6.6 SALES STRATEGY 6.6.1 SALES FORECAST 6.7 MILESTONES7.0 MANAGEMENT SUMMARY 7.1 ORGANIZATIONAL STRUCTURE 7.2 MANAGEMENT TEAM 7.3 MANAGEMENT TEAM GAPS 7.4 PERSONNEL PLAN 8.0 FINANCIAL PLAN8.1 START-UP FUNDING 8.2 KEY FINANCIAL INDICATORS8.3 BREAK-EVEN ANALYSIS 8.4 PROJECTED PROFIT AND LOSS 8.5 PROJECTED CASH FLOW 8.6 PROJECTED BALANCE SHEET 8.7 BUSINESS RATIOS 8.8 THE INVESTMENT OFFERING8.9 VALUATION8.10 USE OF FUNDS9.0 APPENDICESTABLE: SALES FORECAST TABLE: PROFIT AND LOSS TABLE: PROFIT AND LOSS TABLE: CASH FLOWTABLE: CASH FLOWTABLE: BALANCE SHEETIf you're using a business plan to try to attain a loan for a small business... I took a different business plan for a nightlife company, brought a cofounder with a 680 credit score, and went to Long Beach SBDC and they helped me get approved for a loan from a credit union for $30,000 two years ago. The whole process took less than a week, since we already had our business plan finished prior to showing up. We ended up not taking the loan because our programmer ran off with the money we had paid him prior without delivering our technology.There are Small Business Development Centers, sponsored by the Small Business Association, all across the United States that will help you make a business plan for free, read it, and even shop it out for business loans.If you're using a business plan to attain financing from an Angel Investor or VC, then all that matters is your executive summary and your slideshow. I mean, you still need the other data filled in, but these are the only two areas of which they put their main focus on. However, a lot of investors use two financial analysts to carefully go over every detail within a business plan prior to investing their own cash. So, the fine details are pretty important regardless of what anyone else says. Also, if you need to know how to split equity with your startup, read more here: How much equity do you give early employees when the company is bootstrapped?Read more at my blog: Startups 101: How to Create a Business Plan
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Why documentation is necessary?
Let me answer this question in a funny way.Once a Doctor was travelling by train from Bangaluru to Trivandrum! When the train started, He was traveling alone in the AC-I coupe.Some time later, a Beautiful lady came and sat in the opposite berth! Doctor was pleasantly happy.The lady kept smiling at him.This made him even more happy…Then she went and sat next to him....he was bubbling with joyShe then leaned towards him and whispered in his ear...*"Hand over all your cash, cards and mobile phone to me , else I will shout loudly and tell everybody that you are harassing and misbehaving with me...
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How can one make more sales in less time?
In B2B sales (you don't say what segment you're in), a couple of options:1) Shorten the sales cycle. Does your product need a proof-of-concept to sell? Figure out how to avoid the POC and sell without it, e.g. through references, communities, free trials etc.2) Reduce the size of the initial purchase so it becomes easier, and upsell afterwards. Smaller purchases are typically easier to complete in B2B. Services often sell successfully this way -- the customer upsizes after getting started with the service.3) Get better qualified leads. Many people think more leads are better. However, there's nothing like a well-qualified lead, someone who really wants to buy what you're selling. There are fewer of those, but they are faster to close.4) Have the customer sell themselves. This is possible with services that can be tried online (ideally for free) with excellent documentation and support communities. Something that makes it possible for the customer to experience the benefit of the offering themselves, for minimal investment (ideally $0), while educating themselves from published information and/or other users.
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What do you not like about the current proposal softwares like Bidsketch, Quote Roller, etc? Why?
I will be talking about Bidsketch and an alternative to it because I do think there are more superior options on the market and one of them being signNow Software.SupportBidSketch only provides email support and knowledge base access to help users out of trouble. signNow offers all of this plus a team of support pandas always there to lend a hand. Business plan users, while the enterprise plan includes premium support and engagement of a dedicated account manager.IntegrationsBidSketch integrates with a handful of systems, which are only a fraction of what signNow offers. signNow integrations cover 15+ CRMs (including Salesforce, HubSpot, and Microsoft Dynamics) alone, not to mention solutions for sales enablement, payments, or storage.Document builderThe most signNow public gripe about BidSketch is its editing tools: sure enough, Bidsketch proposals are a hassle in the making. With the signNow proposal software, you can create professional looking sales proposals and quotes in minutes. Just add, customize, rearrange, and delete different blocks, fields, and tokens in real time and with minimum effort.eSignaturesAll BidSketch can offer is inflexible and somewhat elementary electronic signatures, signNow is a full-blown electronic signature software featuring a signing order and multiple signing recipients features. It’s up to you to decide who signs first and where specifically in the document the signature fields will appear.Advanced analyticsBidSketch stakes high on analytics when marketing their product, but is their analytics functionality the best on the market? signNow analytics give you the information you need to get things done. The central dashboard allows you to see which stage of the pipeline a proposal is in, and every document includes its own analytics detailing when and how long each page is viewed by every recipient.That should be enough for you to reconsider your choice.
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I signed all sales documents by wet ink and paper. The one document that proved fraud, for the companys gain was forged by elect
The electronic signature would use a 3rd party program, signNow is an example. The company that received the electronic signature would have also been provided "envelope information" which would be attached to the document that was signed. It would give the email address of the person that signed and the i.p. Address it was signed from. Subpoena or request that document
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How do you build a great sales team for a startup?
I’ve been building sales teams for the better part of a decade and while I'll dive more in depth in my answer than this, I can confidently say that the key to building a team is to continuously evolve as a leader and know yourself. There's always more than one way to build a great team but no one else is you and if you moonlight completely in someone else's practices you will never build a great team. When I look back at my career, I realize I don’t really remember the times when I made the most money. I need my tax returns to remind me of the exact dates. What I do remember, is the epic teams that filled my career with depth, relevancy and amazing memories. These teams took time to craft and build but time together alone doesn’t create these epic teams but the quality of time you take with each member individually and as a team. Like anything special, the time and energy that takes to create someone meaningful will show and eventually lead to the success you were looking to achieve. I bet you if I compared my tax returns with these teams there will be a clear correlation between the two.In SaaS, it's crucial to focus on the the hiring process itself because it ends up becoming your company philosophy and impacts more than butts in seats. First, it’s a chance to sell that your company is growing and needs people to respond to this demand and grow even more - not like in San Francisco that's any different than most startups, but when startups slow down hiring it's a sign that there's some internal shifting going on. Secondly, it’s a chance to reinforce what’s important to your team so that the message that’s communicated externally is accurate and believed - the most effective recruiting tool is having your team be able to inspire people with the answer to this simple question: "Why do you work at Boomtrain?" Ultimately it surfaces your team’s identity from within as opposed to what you think your team stands for or even what you as a leader stand for.Find Your True Identity To build a truly great team, it takes an investment in team building and to take advantage of moments like this to seek out your team’s true identity to attract new members to join. It starts with you as a leader to take the reins on the hiring and recruiting process itself. I’m VP of Sales and while my job is to make sure revenue numbers go upward to the right, I’ll always be a recruiter at heart. In my mind, if you’re not always recruiting you’re not always leading. If you outsource this to HR or another department it will only remove you from the process itself and creates more process to respond aggressively.So before you sit down and try to figure out who the “ideal” “A Player” will be, look in the mirror and check yourself before you wreck yourself, ask these questions: Is your team filled with people that continually push themselves to be better every day and have a track record of improving? Take it further than that – do you? How have you grown as a leader in the last 3 months? Be honest with yourself because if you don’t nail your own identity don’t expect anyone else to “get you”. The difference between hiring an average person and an A+ player is millions of dollars. How you interview needs to be attractive for the A+ players out there or you’re screwed.Write down three characteristics you believe you stand for as a leader and then ask your peers, previous coworkers if those are accurate. You need to pitch yourself just as much as the company - what will someone gain by working, learning and spending time with you? Pick Your Interview Team Everyone has different styles in interviewing and some people are just plain bad at it. As the leader of the team, you know who these people are - so don’t put them in the interview team! They might be very good at what they do, but they’re just not good at interviewing. Look at your team and ask who’s interested in interviewing first, then talk about the different styles that they will use when doing so. In a technical hire, there needs to be an element of technical questioning of course, but there also needs to be a balance as well. Don’t make up the interview team solely on “technical drill sergeants” but have some team members that can round out the process and make it attractive.Define the Process It should start with you to conduct the first pass. You are more serious than anyone on your team about the importance of the team culture. Why would anyone else care more than you? No matter how great someone is, if they don’t fit the team dynamic they’re not going to be hired anyway - don’t waste time, do this up front. If you end up sacrificing culture for skill, you will end up with a team of incredibly skilled nomads that will feel no connectedness to the greater purpose.Make the candidate feel important from the start. If you can do a face to face first then do it, there are more nonverbal cues that you can look out for in a face to face interview that you cannot pick up on during a phone call - and the simple fact is that candidates don’t take the interviews as seriously if it’s on the phone and it comes off that you don’t as well.Team Interview After you initial screen, make sure you have an interview team set up to continue the process. This shouldn’t be everyone on your team, but the members of your team that are engaging and understand the importance of building your team the right way. Building an effective interview team is your responsibility and you need to make sure you’re meticulous about assigning the right people to help you out in this arena. Don’t pick the best biller just because they’re the best biller, they have to understand the importance of recruiting members to the team. There have been cases of the best sales person in the team scaring off talented recruits because they felt threatened by the candidate which is an entirely different problem with your culture if that’s the case but it still should be stated. It might actually be a good moment to take time and tell that “stellar” sales guy how they can grow into a leader and be attractive. Again – take every opportunity to invest more energy into your team to strengthen it even more.Meet with the interview team ahead of time so there is a consistent vision that’s being communicated and go over what everyone will be covering. A consistent theme from your interview team shows organization and passion for what you stand for. How a company hires is typically how they manage - set the stage by being organized. This is your culture and as a leader, culture is your business so make sure it shows from the start.Don’t do this…Don’t drag process out. First interview to offer should take 5-7 business days or you will lose all the momentum that you worked so hard to gain in the process.Don’t delegate the entire process. HR is a great resource, but you’re the manager. Be involved in the process from beginning to end, it shows that you care about hiring the right person more than the actual process.Don’t let egos get in the way. In sales it’s not always black and white as to the way to do things. Granted, there’s wrong ways of going about solving problems but don’t have the interview turn into a technology pissing contest.Don’t let maybe’s stay maybes. Every hire is a risk - some more than others. If you talk out some of your concerns with the candidate, you can either solidify or alleviate your concerns with them. You can be a hero - just for one day.
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How are document secure during an electronic signature signing process?
I can’t speak for every vendor but here is a whitepaper on how signNow provides security for documents at rest and in motion: signNow’s Commitment to E-Signature Security
Trusted esignature solution— what our customers are saying
be ready to get more
Get legally-binding signatures now!
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Frequently asked questions
How do i add an electronic signature to a word document?
When a client enters information (such as a password) into the online form on , the information is encrypted so the client cannot see it. An authorized representative for the client, called a "Doe Representative," must enter the information into the "Signature" field to complete the signature.
How to use electronic signature paint?
Here is how to use electronic signature paint:
1. Get started in this tutorial, and follow all steps.
2. Take your digital signature and print it on a piece of paper, paper that is not too thick. You can use a regular paper for that. We recommend paper with the same color as your skin, as it will ensure that your signature will be easy to see. If your signature does not fit on your paper, it will be very difficult to see on it.
3. Get a paint marker. You would be surprised how much this costs, and for good reasons. We've found cheap paint markers at local craft shops. If you can't make these yourself, then get a good brand like Tacky or Wet N' Wild. You can buy these at local craft stores, or you can buy them online. We buy ours at , where it costs just $ for a ounce bottle.
4. After you've purchased and used a paint marker, take that paint marker to a surface that is not too slick for ink to adhere to, and lightly paint your digital signature onto it. This will not be too messy, and it is a good idea to paint lightly, since the thicker the paint, the more ink that will be needed.
5. Place your signature on the paper that you want your digital signature on, such as a piece of newspaper.
6. Using the tip of the paint marker, apply very light pressure to the paper with a very light stroke. The lighter your stroke, the harder it will be to see. You want it to be very lightly brushed, without the brush leaving any ink on the paper.
7. Remove the paper from the paper hol...
How to electronic signature my birthdate?
Please use the 'Add a Note' section of this website to add an additional note when you register your birthdate using the online form.
If you are applying for an Irish citizen and do not wish to use the digital document, please complete this form.
What can I use this form to register?
1. Birthdate (Please use the format below to register your date of birth:
Date: MM/DD/YYYY
2. Place of birth (please select Irish State: Northern Ireland, Republic of Ireland and Gibraltar)
3. Gender
4. Full name (If the name you have chosen does not match the name registered with the Irish Department of Foreign Affairs and Trade, please use a different name to your birth certificate. For example, if you prefer to register as female, please use the following name: Mary Ann Walsh
This will ensure you are not registered with the Department of Foreign Affairs and Trade when you travel abroad.
If you have a different name from the birth certificate, please use the 'Add a Note' section of the website to add an additional note when you register your name
5. Place and date of birth (please note that you are registering your information for the following months, so a total of 6 dates is required to register your information: 1 February 1969, 1 April 1969, 1 June 1969, 2 August 1969, 10 November 1969, 18 February 1970, 24 June 1971, 24 August 1971, 10 November 1972, 18 January 1973)
6. Full name (add another full name for the following months: 1 February 1968, 1 June 1968, 2 June 1968, 16 Ju...
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