https://www.loom.com/share/307151fd9f6f432fb2d4a863084485fe?sid=2bdbc508-e1bc-45e7-bc2d-03468cf4545d

CAE: Client Account Executive

Current Clients that already are using some sort of software or service from us.

1.4 Products per Customer (Happy or Sad?)

Increase the 1.4 Products per Customer

Break $2.3M

2,300 Amplify Purchases (Our Team - CAE )

Current Amplify Modules we can sell today:

People

Giving

Automatic Check Deposit

Mobile App

Website Builder

Streaming

Service Planner

Media

Accounting (technically a Shelby product)

Communications

Kleercard

Soon

Safety

Future

HR

Sell to these 90,000 customers.

OLD: Lists

NOW: Book of Business (Geographic)

48 Calls Per Day (Prospecting Calls)

Sales Math to figure out how this impacts you.

You:

Integrity

People of their word - Trustworthy

Winners - Mission - Fast

Humans - Empathy - Awareness - Joy

Learners - Constant Growth - Humility

Great Team Members - Look for opportunities to serve - Servant