Building Bridges for Growth

www.linkedin.com/in/PeggyKlingel

Peggy Klingel

www.twitter.com/PeggyKlingelPeggyKlingel@gmail.com

Sales and Market Strategy Development and Execution

Change Management, Startup and Turnaround Expertise

PeggyKlingel@gmail.com

608-512-8830

Sustaining Growth Requires Many Changes

Sustaining Growth Requires Many Changes

It’s not always a simple path

Sometimes the path turns, and we miss the signs

Sometimes the path turns, and we miss the signs

Sometimes we meet a river, and we

must cross

Sometimes there’s a wall, and we need

to climb

Sometimes there’s a wall, and we need

to climb

Sometimes we take a new path

so we’re not lost

Sometimes we need to hurry when we’re behind

Sometimes we’re alone, In front at our best

Sometimes we need to hurry when we’re behind

The path changes, we need to move

with the times

The path changes, we need to move

with the times

I build the bridges that keep teams ahead of the rest

How did I start building bridges?

My career started with counting money.

How did I start building bridges?

My career started with counting money.

How did I start building bridges?

I began as a CPA(I like #’s and $).

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 $?

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.

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.

I moved from accounting to sales.

I moved from accounting to sales.

Nobody does that, right?

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.

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.

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.

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.

GES Tradeshows & Marketing Programs

Telecom

Insurance

Insure Tech

CRM

Sector, Inc.

DataService

Data Products

SaaS Training

SaaSScholarships

I help companies grow.

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.

• 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…

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

While having great experiences.

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

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.

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.

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.

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…

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

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

The key is

the team!

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!

The team members come from all over.

Accounting

LegalRecruiting

Sales

The team members come from all over.

Strategy

Accounting FinanceOperations

LegalEngineeringRecruiting

Service

Sales

The team members come from all over.

Strategy Compliance

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

• Listening is often the most important part of doing.

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

• 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:

• 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:

• 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:

• 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:

• 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:

• 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:

• 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:

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

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

And deliver results.

I build the bridges that keep companies growing.

Peggy Klingel

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

Change Management, Startup and Turnaround Expertise

www.linkedin.com/in/peggyklingel PeggyKlingel@gmail.com www.twitter.com/peggyklingel

608-512-8830

PeggyKlingel@gmail.com

PeggyKlingel@gmail.comwww.linkedin.com/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