A rough Sketch on sales strategy preparation.

1. WHERE ARE we PRESENTLY
• Goal Performance
• SWOT

2. WHERE ARE WE HEADING TO
• Deepen Our Policy Counts and business portfolio
• Increased Customer Acquisition and retention targets
• Increased Revenue generation
• Expand and Deepen our Channels of distribution
• Close some Key Bids submitted in 4th quarter
• Deepen relationship with ecosystem using the approved incentives
• Deepen with the corporates
• Sign more partnerships
• Continue with the co broking penetration strategy
Deepen Our
Policy Counts
and business
portfolio
Increased
Customer
Acquisition
and retention
targets
Increased
Revenue
generation
•Close some
Key Bids
submittedin
4th quarter
•Deepen with
the
corporates
•Sign more
partnerships
•Expand and
Deepen oof
distribution
ur Channels
•Continue
with the co
broking
penetration
strategy

3. WHERE ARE WE HEADING TO
• Deepen Our Policy Counts and business portfolio
• Increased Customer Acquisition and retention targets
• Increased Revenue generation
• Expand and Deepen our Channels of distribution
• Close some Key Bids submitted in 4th quarter
• Deepen relationship with ecosystem
• Deepen with the corporates
• Sign more partnerships
• Continue with the co broking penetration strategy

4. BUILDING THE BRIDGES
KEY
• Segmentation, targeting and positioning
• Online value proposition
• Integration and Sequence (credibility before Visibility)
• Tools
• Customer Insight
Our ultimate goal is to keep all folks on the precipice between productive discomfort and
unproductive shame, laying one plank down at a time for them to step forward.
• build a continuum of trainings:
• provide small wins:
• be flexible in the moment: Effectively meeting someone where they are requires reading
subtle cues that indicate they may be moving from the discomfort of learning to the pain of
flight or fight and pivoting in that moment to make sure they not only hear you but can
internalize what you’re saying.
Building bridges to meet people where they are is not easy.