building bridges for growth by peggy klingel

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Building Bridges for Growth www.linkedin.com/in/PeggyKlingel Peggy Klingel www.twitter.com/PeggyKlingel [email protected] Sales and Market Strategy Development and Execution Change Management, Startup and Turnaround Expertise [email protected] 608-512-8830

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Page 1: Building Bridges for Growth by Peggy Klingel

Building Bridges for Growth

www.linkedin.com/in/PeggyKlingel

Peggy Klingel

www.twitter.com/[email protected]

Sales and Market Strategy Development and Execution

Change Management, Startup and Turnaround Expertise

[email protected]

608-512-8830

Page 2: Building Bridges for Growth by Peggy Klingel

Sustaining Growth Requires Many Changes

Page 3: Building Bridges for Growth by Peggy Klingel

Sustaining Growth Requires Many Changes

It’s not always a simple path

Page 4: Building Bridges for Growth by Peggy Klingel

Sometimes the path turns, and we miss the signs

Page 5: Building Bridges for Growth by Peggy Klingel

Sometimes the path turns, and we miss the signs

Sometimes we meet a river, and we

must cross

Page 6: Building Bridges for Growth by Peggy Klingel

Sometimes there’s a wall, and we need

to climb

Page 7: Building Bridges for Growth by Peggy Klingel

Sometimes there’s a wall, and we need

to climb

Sometimes we take a new path

so we’re not lost

Page 8: Building Bridges for Growth by Peggy Klingel

Sometimes we need to hurry when we’re behind

Page 9: Building Bridges for Growth by Peggy Klingel

Sometimes we’re alone, In front at our best

Sometimes we need to hurry when we’re behind

Page 10: Building Bridges for Growth by Peggy Klingel

The path changes, we need to move

with the times

Page 11: Building Bridges for Growth by Peggy Klingel

The path changes, we need to move

with the times

I build the bridges that keep teams ahead of the rest

Page 12: Building Bridges for Growth by Peggy Klingel

How did I start building bridges?

Page 13: Building Bridges for Growth by Peggy Klingel

My career started with counting money.

How did I start building bridges?

Page 14: Building Bridges for Growth by Peggy Klingel

My career started with counting money.

How did I start building bridges?

I began as a CPA(I like #’s and $).

Page 15: Building Bridges for Growth by Peggy Klingel

My career started with counting money.

How did I start building bridges?

I began as a CPA(I like #’s and $).

This led to problem solving: Where was the $?

Page 16: Building Bridges for Growth by Peggy Klingel

My career started with counting money.

How did I start building bridges?

I began as a CPA(I like #’s and $).

This led to problem solving: Where was the $?

Then I started building teams to solve the problems.

Page 17: Building Bridges for Growth by Peggy Klingel

My career started with counting money.

How did I start building bridges?

I began as a CPA(I like #’s and $).

This led to problem solving: Where was the $?

Then I started building teams to solve the problems.

Then I made a decision that forever changed my life.

Page 18: Building Bridges for Growth by Peggy Klingel

I moved from accounting to sales.

Page 19: Building Bridges for Growth by Peggy Klingel

I moved from accounting to sales.

Nobody does that, right?

Page 20: Building Bridges for Growth by Peggy Klingel

The rest is history.I build and develop teams, turn around operations,

implement new business processes and study markets to increase revenue and customer satisfaction.

Page 21: Building Bridges for Growth by Peggy Klingel

The rest is history.

However, I am different than others buildingteams &growing revenue.

I build and develop teams, turn around operations, implement new business processes and study markets

to increase revenue and customer satisfaction.

Page 22: Building Bridges for Growth by Peggy Klingel

The rest is history.

I still love #’s.I focus onprofitablerevenue.

I build and develop teams, turn around operations, implement new business processes and study markets

to increase revenue and customer satisfaction.

However, I am different than others buildingteams &growing revenue.

Page 23: Building Bridges for Growth by Peggy Klingel

The rest is history.

I have repeated this process over and over and over.

I still love #’s.I focus onprofitablerevenue.

I build and develop teams, turn around operations, implement new business processes and study markets

to increase revenue and customer satisfaction.

However, I am different than others buildingteams &growing revenue.

Page 24: Building Bridges for Growth by Peggy Klingel

GES Tradeshows & Marketing Programs

Telecom

Insurance

Insure Tech

CRM

Sector, Inc.

DataService

Data Products

SaaS Training

SaaSScholarships

I help companies grow.

Page 25: Building Bridges for Growth by Peggy Klingel

GES Tradeshows & Marketing Programs

Telecom

Insurance

Insure Tech

CRM

Sector, Inc.

DataService

Data Products

SaaS Training

SaaSScholarships

I help companies grow.

I have lots of knowledge to share as a team builder & revenue generator.

Page 26: Building Bridges for Growth by Peggy Klingel

• It’s best to be a sponge to learn fast.

• Technology, people and collaboration can unleash great innovation within companies and industries.

• The software is never done being developed.

• Higher education & nonprofit organizations are great partners when you can help them with their mission.

• Companies prepare for months and years for big shows and events, set them up in weeks and they are gone in days.

• Agents care deeply about customers and there is an important reinsurance industry behind insurance.

• Teams in every industry are passionate about their company and their desire to help their customers.

• That by understanding my customer’s customer, I can do the most good.

I know…

Page 27: Building Bridges for Growth by Peggy Klingel

• Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

This leads to tangible results.

Page 28: Building Bridges for Growth by Peggy Klingel

• Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

• Introduced a new alliance program with nonprofit and higher education partners to support a $10 million SaaS education program.

This leads to tangible results.

Page 29: Building Bridges for Growth by Peggy Klingel

• Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

• Introduced a new alliance program with nonprofit and higher education partners to support a $10 million SaaS education program.

• Developed market strategy, negotiated partnerships and rolled out new products for a 3,500 agent force tripling agent engagement and premium.

This leads to tangible results.

Page 30: Building Bridges for Growth by Peggy Klingel

• Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

• Introduced a new alliance program with nonprofit and higher education partners to support a $10 million SaaS education program.

• Developed market strategy, negotiated partnerships and rolled out new products for a 3,500 agent force tripling agent engagement and premium.

• Authored the strategy and led a $90 million successful insurance market withdrawal increasing profitability and customer satisfaction.

This leads to tangible results.

Page 31: Building Bridges for Growth by Peggy Klingel

• Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

• Introduced a new alliance program with nonprofit and higher education partners to support a $10 million SaaS education program.

• Developed market strategy, negotiated partnerships and rolled out new products for a 3,500 agent force tripling agent engagement and premium.

• Authored the strategy and led a $90 million successful insurance market withdrawal increasing profitability and customer satisfaction.

• Turned around an unprofitable services program negotiating and securing multiyear contracts worth over $40 million.

This leads to tangible results.

Page 32: Building Bridges for Growth by Peggy Klingel

• Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

• Introduced a new alliance program with nonprofit and higher education partners to support a $10 million SaaS education program.

• Developed market strategy, negotiated partnerships and rolled out new products for a 3,500 agent force tripling agent engagement and premium.

• Authored the strategy and led a $90 million successful insurance market withdrawal increasing profitability and customer satisfaction.

• Turned around an unprofitable services program negotiating and securing multiyear contracts worth over $40 million.

• Implemented new SaaS customer satisfaction and strategic account programs increasing retention and renewal revenue.

This leads to tangible results.

Page 33: Building Bridges for Growth by Peggy Klingel

• Created a sales and marketing strategy that secured a million dollar software investment and positioned a startup for initial funding.

• Introduced a new alliance program with nonprofit and higher education partners to support a $10 million SaaS education program.

• Developed market strategy, negotiated partnerships and rolled out new products for a 3,500 agent force tripling agent engagement and premium.

• Authored the strategy and led a $90 million successful insurance market withdrawal increasing profitability and customer satisfaction.

• Turned around an unprofitable services program negotiating and securing multiyear contracts worth over $40 million.

• Implemented new SaaS customer satisfaction and strategic account programs increasing retention and renewal revenue.

• Identified and implemented business process improvements including reducing billing cycle time 50% and numerous CRM implementations.

This leads to tangible results.

Page 34: Building Bridges for Growth by Peggy Klingel

While having great experiences.

Business Process – Close the books with less overtime, bill more efficiently and implement CRM.

Page 35: Building Bridges for Growth by Peggy Klingel

While having great experiences.

Business Process – Close the books with less overtime, bill more efficiently and implement CRM.

Service & Installation – Develop consistent implementations, faster service, happy customers, happy team members and more sales.

Page 36: Building Bridges for Growth by Peggy Klingel

While having great experiences.

Business Process – Close the books with less overtime, bill more efficiently and implement CRM.

Service & Installation – Develop consistent implementations, faster service, happy customers, happy team members and more sales.

Startups – Open new U.S. markets; introduce new products and services while building teams.

Page 37: Building Bridges for Growth by Peggy Klingel

While having great experiences.

Business Process – Close the books with less overtime, bill more efficiently and implement CRM.

Service & Installation – Develop consistent implementations, faster service, happy customers, happy team members and more sales.

Startups – Open new U.S. markets; introduce new products and services while building teams.

Turnarounds – Set up major account best practices, new partnerships and alliances driving growth.

Page 38: Building Bridges for Growth by Peggy Klingel

While having great experiences.

Business Process – Close the books with less overtime, bill more efficiently and implement CRM.

Service & Installation – Develop consistent implementations, faster service, happy customers, happy team members and more sales.

Startups – Open new U.S. markets; introduce new products and services while building teams.

Turnarounds – Set up major account best practices, new partnerships and alliances driving growth.

And I agree with Thomas Edison…

Page 39: Building Bridges for Growth by Peggy Klingel
Page 40: Building Bridges for Growth by Peggy Klingel

But I don’t believe it has to be work.

Page 41: Building Bridges for Growth by Peggy Klingel

But I don’t believe it has to be work.

The key is

the team!

Page 42: Building Bridges for Growth by Peggy Klingel

But I don’t believe it has to be work.

The key is

the team!

When a great team comes together, amazing things can happen!

Page 43: Building Bridges for Growth by Peggy Klingel

The team members come from all over.

Page 44: Building Bridges for Growth by Peggy Klingel

Accounting

LegalRecruiting

Sales

The team members come from all over.

Strategy

Page 45: Building Bridges for Growth by Peggy Klingel

Accounting FinanceOperations

LegalEngineeringRecruiting

Service

Sales

The team members come from all over.

Strategy Compliance

Page 46: Building Bridges for Growth by Peggy Klingel

Accounting FinanceOperations

Technology

Procurement

Legal

Facilities

Engineering

Development

Recruiting

Human Resources

Communications

Service

Sales

Business Development

The team members come from all over.

Marketing

Strategy Compliance

Page 47: Building Bridges for Growth by Peggy Klingel

• Listening is often the most important part of doing.

From working with great teams,I believe the following is true:

Page 48: Building Bridges for Growth by Peggy Klingel

• Listening is often the most important part of doing.

• Everyone has something to contribute.

From working with great teams,I believe the following is true:

Page 49: Building Bridges for Growth by Peggy Klingel

• Listening is often the most important part of doing.

• Everyone has something to contribute.

• A company’s history should be honored, despite its current challenges.

From working with great teams,I believe the following is true:

Page 50: Building Bridges for Growth by Peggy Klingel

• Listening is often the most important part of doing.

• Everyone has something to contribute.

• A company’s history should be honored, despite its current challenges.

• People want to help, they just need a reason.

From working with great teams,I believe the following is true:

Page 51: Building Bridges for Growth by Peggy Klingel

• Listening is often the most important part of doing.

• Everyone has something to contribute.

• A company’s history should be honored, despite its current challenges.

• People want to help, they just need a reason.

• Setbacks are learning opportunities, not failures and we should celebrate successes along the way.

From working with great teams,I believe the following is true:

Page 52: Building Bridges for Growth by Peggy Klingel

• Listening is often the most important part of doing.

• Everyone has something to contribute.

• A company’s history should be honored, despite its current challenges.

• People want to help, they just need a reason.

• Setbacks are learning opportunities, not failures and we should celebrate successes along the way.

•No matter what the challenge, there are always options.

From working with great teams,I believe the following is true:

Page 53: Building Bridges for Growth by Peggy Klingel

• Listening is often the most important part of doing.

• Everyone has something to contribute.

• A company’s history should be honored, despite its current challenges.

• People want to help, they just need a reason.

• Setbacks are learning opportunities, not failures and we should celebrate successes along the way.

•No matter what the challenge, there are always options.

• Everyone should be a little better off for having been a part of the team.

From working with great teams,I believe the following is true:

Page 54: Building Bridges for Growth by Peggy Klingel

• We are learning & growing.

• We understand the goal & are contributing.

• We are appreciated & valued for our work.

• We are helping others & having fun.

And we work best when:

Page 55: Building Bridges for Growth by Peggy Klingel

I design, build and develop the teams that solve the problems.

Page 56: Building Bridges for Growth by Peggy Klingel

I design, build and develop the teams that solve the problems.

And deliver results.

Page 57: Building Bridges for Growth by Peggy Klingel

I build the bridges that keep companies growing.

Page 58: Building Bridges for Growth by Peggy Klingel

Peggy Klingel

Building Bridges & Teams for GrowthSales and Market Strategy Development and Execution

Change Management, Startup and Turnaround Expertise

www.linkedin.com/in/peggyklingel [email protected] www.twitter.com/peggyklingel

608-512-8830

[email protected]

Page 59: Building Bridges for Growth by Peggy Klingel

[email protected]/in/peggyklingel www.twitter.com/PeggyKlingel

Priorities to drive organizational change.

Business areas to understand before joining or partnering with a company.

How to Start Fast and Deliver Results.

The benefits of a broad organizational understanding.

Other Presentations by Peggy Klingel

Leadership Principles for High Impact Results

The Five C’s of a Company Review

Growth Strategy Execution

Sales as a Team Sport