PROPOSAL

AGENDAABOUT US

ABOUT YOUACHIEVING WHAT YOU WANT

ADDRESSING YOUR CONCERNSRECOMMENDATIONS &

IMPLEMENTATION MPI-IMPACT.COM

1123 N WATER ST SUITE 200 MILWAUKEE, WI 532021.800.459.9487

ABOUT US

OUR EXPERIENCE

Since starting MPI we have worked with many different types of companies. One of our clients is a Fortune 500 corporation that develops platforms for corporate tax and accounting. Another company provides financial education and content to employees at other companies. We also work within finance, IT/technology, healthcare, business products/services and consumer products/services, among other industries.

LEAD GENERATION

AU TO M OT I V E

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UFA

CTU

RIN

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Hea

lthc

are Government

Credit unions

Reta

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FINANCIAL SERVICES

CON

STRU

CTIO

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Tech

nolo

gy

BANKS EDU

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TIO

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BUSINESS PRODUCTS & SERVICES

WHY MPI

MIDWEST RESOURCE MPI is a company based in the heart of the Midwest, Milwaukee Wisconsin. Our office is one block away from the Bucks basketball arena and is located among Milwaukee’s thriving business and entertainment sector. We truly care about giving back to the communities we work and live in, as well as the communities of our clients. We’ve worked with over 20 different industries throughout the country as well as two international locations. This has helped us develop impactful partnerships all over the U.S. and we are excited to see them continue to grow.

Ongoing training is critical for a successful cold calling campaign. We dedicate a large amount of time training our telesales representatives with the use of role-playing, reviewing recorded calls and discussing client feedback. We also utilize daily company huddles and training sessions for group engagement and collaboration. Our training has a strong focus on sales development so our team is constantly perfecting and growing their professional career.

Relationship management provides you with one point of contact responsible for coordinating needs, tracking and discussing results on a weekly basis and assisting in campaign strategy. Your program manager takes care of all campaign components which makes the lead generation process easy on your end. This eliminates the need for you to hire, fire, pay, motivate and manage internal employees.

Transparency is what you will find partnering with MPI. You will have 24/7/365 access to review all of your campaign’s activities and progress.

ONGOING TRAINING

RELATIONSHIP MANAGEMENT

TRANSPARENCY

TRANSPARENCY

The MPI Portal is a web hosted and private portal. The information stored there is strictly confidential. The portal is a dashboard view of all facets of your call campaign. During the Onboarding Process you will be given a user name and password allowing you to access your portal page 24 hours a day from any web enabled device.

CALL RESULTSDaily and cumulative call results from day 1 of your campaign are displayed in this link. It will also provide you with dial to contact and contact to appointment ratios.

WEEKLY REPORTINGUnder this link, you will find your program summaries. These are also emailed to you weekly prior to your call-in with the program manager. They contain the call results from the previous week as well as cumulative results from the beginning of the campaign.

PROSPECT LISTThis category houses your call

list that the MPI sales reps use to execute the call campaign.

PROSPECT PIPELINEThis category contains your sales pipeline which shows you the details of every appointment we’ve set for you since the

beginning of the campaign

RECORDED CALLSAll calls made on your behalf will be recorded, stored and available for you to review. This helps ensure that we are correctly positioning you in the marketplace. We will email the recorded calls to you for each appointment that is set. This will help you customize your appointment strategy to meet the particular needs and wants indicated by the prospect on the initial call. We also use these recorded calls for internal training purposes to continuously improve our messaging.

OUR MISSION

OUR CULTURE Our upbeat professional culture is the most important aspect to us. We strive to create an environment that gets people excited to go to work in the morning. We kick off our mornings with a group huddle and sometimes a team stretch to get our blood moving! Our MPI team is a group of energetic individuals who love what they do! When it’s time to work, we work HARD and when it’s time to have fun... well let’s just say we fun hard too.

Having this unique culture attracts and retains individuals who take pride in their job and are invested in their future.

MPI REPS

MPI Sales Reps are salespeople with prior sales experience. They are experts at engaging prospects on the phone. MPI Reps are incentivized to meet and exceed expected results. MPI Reps are measured on both quantity and quality or the level of qualification of those appointments.

Sales Academy. MPI invests a lot of time and effort into who we hire. We put all of our telesales representatives into our Sales Academy, allowing them to see their future in sales. We spend time figuring out what their goals are and then we help them achieve those goals. Whether they are growing within our company or finding better opportunities elsewhere, we are proud of our ability to shape the future of our business professionals.

Building the Foundation for Opportunity: Entering into the MPI Sales Academy, you’ll experience an extensive 18-month training and development program that will set you up for success. You’ll become proficient in the lost art of “cold calling” and the phone tactics and strategies to engage in conversations with decision makers. These skills will serve our Sales Academy alumni throughout their entire careers.

A Clear Path for Advancement: Another attractive component of the Sales Academy is that our employees have complete transparency to their career path at MPI and what it takes to advance to the next level. This approach has proven to be highly motivational and keeps our team focused on results that will payoff for our clients, employees and our business.

OUR TEAM

MINJO KATE MICHAEL

TIM

TONY

OPERATIONS TEAMThe Operations Team at MPI helps to ensure that your campaign is a great success by working together strategizing and implementing!

PROGRAM MANGERSMinjo (onboarding), Michael, Kate, Tim and Cally

QUALITY ASSURANCE & REP TRAININGRyan, Tony and Evan

DATA MANAGEMENTJessica and Marita

MARKETINGCally – Content Creation, Digital Marketing & Program Manager

Danielle – Graphic Design & Marketing Coordinator

PRESIDENT -ANDREW CEO of MPI. As prospects become more consumed, it is challenging to connect, therefore Drew is constantly evolving and adding to the sales process to better serve clients. He works diligently with his team to stay in front of all opportunities and to see MPI’s potential. Drew has worked hard to create a fun but driven workplace where he has redefined the definition of transparency.

ANDREW

RYAN

JESSICA

DANIELLE

MARITA

EVAN

CALLY

DOUBLE UP YOUR LEAD GENERATION

DATA SERVICES

DIRECT MAIL & EMAIL MARKETING

HUBSPOT

BUILD QUALITY LISTS AND KEEP YOUR DATABASE CURRENT.75% of the companies we work with have bad lists. Are you finding that your marketing efforts are suffering due to an outdated or insufficient internal database? If you have a list quality issue, your sales and marketing efforts are a waste of money – period! MPI’s Data Services can source, cleanse and develop quality lists in your target markets. This will be one of the best investments you make all year to support your sales and marketing efforts.

INTEGRATE EMAIL AND/OR DIRECT MAIL.Your appointment setting/cold calling campaigns will have a significant uplift in results if you couple them with either email and/or direct mail marketing. MPI has all the resources to help you. We have the creative resources, email technology, printing and shipping capabilities to make it happen. Integrating these campaigns with outbound calling will heat up the level of appointments we can set for your sales team.

HUBSPOT – INBOUND MARKETING.HubSpot marketing and sales platform aim to provide tools for digital marketing, content management, web analytics, search engine optimization and social media. Through four steps: Attract, convert, close and delight, the utilization of HubSpot looks to take a stranger all the way to a promoter.

SOCIAL MEDIA

LINKEDIN SALES NAVIGATOR

TROUBLE KEEPING YOUR VOICE OUT THERE?Many companies have a presence on Facebook, Twitter, YouTube, Google+, LinkedIn or other social media platforms. But the challenge is keeping fresh content and the conversation flowing to continuously engage your audience. MPI can help you stay active on social media and align these activities with our outbound calling – let us tell you how.

LINKEDIN SALES NAVIGATOR NEXT GENERATION LEAD GENERATIONSales Navigator helps sales and marketing teams engage more effectively and efficiently through in-depth searches, insights and micro-targeting. This tool provides real-time notifications, showcasing accounts and leads activities. Targeted social selling and account management are simplified by focusing on the right prospects through thought leadership, content strategy and consistent engagement.

OUR PROCESS

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CONTRACT ACCEPTED – CLIENT OBJECTIVE PACKET Upon receiving our partnership agreement, your team will receive a Welcome to MPI packet. In this packet you will find various important guides and resources to assist with a successful partnership. You will also receive a Client Objective form which is a series of questions that are critical for our team to establish an understanding of your brand, service and messaging. It is key to provide thorough detail and heightened communication to properly move into the onboarding process.

ONBOARDINGOur onboarding process occurs over the course of 10 business days. This process has a series of meetings, developments and several action items. We will establish all campaign work-flow and logistics during this time. You will receive your scripting, assigned rep, portal knowledge and all technical set up.

RESEARCH, CREATIVE THINKING AND STRATEGIZINGDuring the onboarding process, our operations team works diligently to learn as much important information about your product and company to create the foundation of our lead generation strategy. We establish ways the campaign could benefit from additional outreach and marketing services. In addition, we create various marketing materials to support your product and company throughout the campaign. We clearly define and vet out all objectives.TRAINING AND DEVELOPMENTThrough persona development, 51 role plays and research manual, our training specialist prepares our telesales reps for certification. You will get the chance to meet and interact with your identified rep. We encourage transparency and feedback within this relationship for heighten success. Once they are certified and the onboarding process is completed, we are ready to begin!

ACTIVE OUTREACHWhen your assigned telesale rep gets on the phone, they guarantee maximum effort and a minimum of 155 dials to your prospects each week. We continue to update lists and notes after each call to ensure our data is always current. This is valuable information to leverage for future outreach. Our team will send a lead pass after setting each appointment that provides information about the prospect and the call. MPI also uses marketing materials to send as requests for information or email follow ups. If it’s in your strategy to utilize our additional marketing services, we execute on all cylinders to align all pieces of your outreach to maximize your metrics and messaging.

CONTINUED DEVELOPMENTOur program manager has exposure to facets of your campaign and works closely to align all parts of the campaign. During your weekly check-ins, areas of success and concern are addressed. Our training team continues to develop and train our reps on an ongoing basis. We evaluate campaign progress on a weekly basis to enhance our efforts and results. In addition, our program manager will evaluate and strategize with our team to plan an acceleration path to boost your lead generation strategy and results.

THE 6 FUNDAMENTALS OF SUCCESSFUL LEAD GENERATION

PROVIDE CONSISTENCY Consistent volume of outbound calls on a weekly basis Deliver a consistent number of qualified appointments on a weekly basis Consistent communication

OPERATE AS AN EXTENSION OF YOUR SALES TEAM Develop customized messaging & scripting, product features, benefits, etc. Weekly meeting to review results, successes, challenges & strategies to increase results

BUILD THE SALES PIPELINE Set quality appointments Send over warm leads, allowing your reps to build your internal sales pipeline Send over emails or physical mail to contacts interested in receiving information Schedule Follow up calls

GATHER CRITICAL DATA Confirm and correct contact information, phone numbers, & email addresses Gather qualitative industry feedback Which competitor are they using - Contract end date - Identify top objections

MEASUREMENT & TRACKING OF CAMPAIGN RESULTS Results tracked on a daily basis: Number of dials, contacts, appointments, follow up calls scheduled, information requested,notinterested,andnotqualified Establish performance benchmarks that you can use to scale your business

BUILD BRAND AWARENESS Direct touches with prospects Leave voice mails –30 second commercial for your business Send emails after leaving voice mails - drivetraffictowebsiteformoreinformation