Proforma Connections

March 2019 - Connections

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2019 SUCCESS SUMMITS PROVE SUCCESSFUL It's a wrap! After six cities and 12 sessions, the 2019 Success Summits came to a close in Toronto on February 4th. The events, once again, proved successful thanks to the input and dedication of our Owners. As the drivers of the content for these meetings, they would not work without the support, commitment and valuable expertise of the Owners. Thank you to everyone who actively participated in this year's Summits! The peer-led discussions resulted in great idea-sharing about solutions, strategies, programs and Supplier Partners. Some of the specific takeaways that stirred the most discussions and garnered a lot of Owner attention included: committing to the 12-Week Year planning program, participating in Weekly Accountability Meetings to keep yourself and your team on track to reach goals; using ULinc (formerly JetBuzz) to effectively automate and scale your LinkedIn prospecting and outreach efforts; using video communication tools, such as Zoom.us, BombBomb.com or Vidyard Go Video to stand out and grow relationships; taking full advantage of Sales Automation and the Appointment Setting Team; having consistent touchpoints with clients and prospects via the monthly Postcard Campaign and quarterly Essentials brochure; time-blocking to increase efficiency; asking customers for online reviews; and the use of virtual assistants. 4

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