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Red Wong | Ishan Sengupta GA Client Project
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Transcript of advisorCONNECT Presentation PDF
Red Wong | Ishan Sengupta
GA Client Project
Jeff TompkinsCMO
Lauren TalbotCDO
Jimmy LyonsCEO
Their team
HireP200Interview
The Process
What is P200?
List 100 people in your warm market
Receive 5 referrals from each interview
Prospect ReferralsInterviews
Identify 15 nominators from
warm market and conduct
interviews
P200
Generate a list of 200 viable prospects
through warm market and
referrals
If # of referrals is greater than 60,
proceed to training
Manager extends offer
SolutionCustom Client-‐Orientated So5ware Solu7on that automates workflow
What is the problem?
Produc'vity • Paper process is long • Searching mul7ple social networks to find informa7on is tedious • Average 7me spent on P200 is 2 weeks
Accuracy of Informa'on • Duplicate names appear on P200 • Assump7ons made about prospect’s income, work history, etc. • Risk of Agents pulling random names from White Pages
Product Overview
Approve to P200
Lead Score & Wealth Score
Informa7on
Product Overview
Approve to P200
Lead Score & Wealth Score
Informa7on
Product Overview
Analyze
Product Overview
Product Overview
New Agents get Useful Tools2 weeks Few Hours
But how will Managers Track Employee Progress &
the Platform’s Impact on the Business?
Red Wong Ishan Sengupta
Our team
Suggested Features • User Research • Key Functions • Key Insights
Deliverable
Total possible new contacts in extended market
Total contacts in natural and extended markets
Total # of contacts in natural market
Total # of contacts agent has added to P200
User Research
Es7mated viable prospects in agent’s natural market based on Wealth Score
Summary of recommended target markets by industry and company
What does the manager
want to SEE?
Invite An Agent
Delete an Agent
Approve P200
Edit Agent Informa7on
Key Functions
What does the manager want to DO?
Key Insight
What does the manager
want to KNOW?
Who should I hire?
Feature Prioritization
Feature ValueEffort
1 = Hard10 = Easy
Impact1 = Small10 = Big
TotalEffort x Impact
Team Industry Analysis Information 10 10 100
Estimated Viable Prospects Management 8 10 80
Team P200 Progress Management 8 8 64
Contacts in Natural & Extended Markets Information 9 6 54
Team Company Analysis Information 10 4 40
Wireframes
Deliverable
Landing Page - Wireframe
Track IndividualAgent P200 Progress
Estimate Total Viable Prospects based on Wealth Score
Get Aggregate MarketInformation on all Agents
Agent View - Wireframe
Average Wealth & Lead Scores
Personal Info
Feedback from Interview with several Mutual Companies
Additional Features Additional Functions
Warm / Cold Market Wealth Score Slider
20 Referrals per week progress Distance Slider
Cold Market
Warm Market
Hot Market
New Feature: Warm vs. Cold Market Contacts
Agent
Out of 200 prospects, how many of these individuals are warm / cold leads?
New Feature: Weekly 20 Referrals Progress
Agents must generate 20 new leads per week after P200 is completed.
12/20
New Function: Wealth Slider
Manager wants to filter prospects by Wealth Score
25 Prospects
90 W
ealth
Sco
re
62 Prospects
80 W
ealth
Sco
re
New Function: Distance Slider
Manager wants to filter amount of prospects by distance.
Prototype
Deliverable
Manager’s Dashboard
Aaron Rodgers
P200 20%
1st Degree: Warm 46 Cold 67
Tom Brady
P200 30%
1st Degree: Warm 63 Cold 57
Peyton Manning
P200 55%
1st Degree: Warm 84 Cold 59
Russell Wilson
P200 100%
1st Degree: Warm 121 Cold 42
Aggregate 1st Degree Market:
1,500
Aggregate 2nd Degree Market:
5,000
Aggregate 3rd Degree Market:
10,000
Team Industry Analysis Team Warm/Cold Analysis
Aggregate Estimated Viable Prospects
Wealth Score Prospects>80 400
P200 Progress
Dashboard
Agents
Distance 50 mi
Estimated Viable ProspectsWealth Score Prospects > 154
Aaron Rodgers
Tom Brady
Peyton Manning
Russel Wilson
Agent Summary
P200 Progress
20%
Agent Industry Analysis Agent Warm/Cold Analysis
Estimated Viable ProspectsWealth Score Prospects > 16
Dashboard
Agents
Aaron Rodgers Financial Representative Joined: 6/11/2015 Email: [email protected]
Average Wealth Score:
Agent Degree Analysis
1st Deg: 34 2nd Deg: 340 3rd Deg: 753
Accept P200 Distance 50 mi
Aaron Rodgers
Tom Brady
Peyton Manning
Russel Wilson
Agent Summary
P200 Progress
100%
Agent Industry Analysis Agent Warm/Cold Analysis
Estimated Viable ProspectsWealth Score Prospects > 54
Dashboard
Agents
Russel Wilson Financial Representative Joined: 6/14/2015 Email: [email protected]
Average Wealth Score:
Agent Degree Analysis
1st Deg: 284 2nd Deg: 563 3rd Deg: 1200
Accept P200 Distance 50 mi
Aaron Rodgers
Tom Brady
Peyton Manning
Russel Wilson
Manager’s Dashboard
Aaron Rodgers
P200 20%
1st Degree: Warm 46 Cold 67
Tom Brady
P200 30%
1st Degree: Warm 63 Cold 57
Peyton Manning
P200 55%
1st Degree: Warm 84 Cold 59
Russell Wilson
Added this Week: 6/20
Aggregate 1st Degree Market:
1,500
Aggregate 2nd Degree Market:
5,000
Aggregate 3rd Degree Market:
10,000
Team Industry Analysis Team Warm/Cold Analysis
Aggregate Estimated Viable Prospects
Wealth Score Prospects>80 400
P200 Progress
Dashboard
Agents
Distance 50 mi
Estimated Viable ProspectsWealth Score Prospects > 154
Results & Next Steps
Traction
Development
Positive Feedback
Red Wong | Ishan Sengupta
Q&A
