Quorum is a best practices group based in San Jose California that serves businesses who are B2B focused.

1. M E M B E R S H I P - B A S E D
B E S T P R A C T I C E S F O R
S A L E S & M A R K E T I N G

2. .
SOLVING THE CHALLENGES OF GAINING AND CLOSING
MORE BUSINESS - TOGETHER
quo·rum (kwôrm, kwr-) n.
1. The minimal number of officers and members of a committee or organization,
usually a majority, who must be present for valid transaction of business.
2. A select group.

3. THE
SALES & MARKETING
BEST PRACTICES
ROUNTABLE
Business to Business networking, best practices and challenge solving is the heart of the Quorum
Group .
Business to business (B2B) is defined as companies that are actively deriving more than 80% of their
net income from sales to other businesses. The Quorum group does not advocate membership by
B2C (Business to Consumer) companies by charter. A B2C company derives 60% of it’s business from
selling directly to consumers.
Multilevel structured companies may apply for group candidacy if they sell primarily to business and
only advocate the sales of their product or service and not engage in recruiting of group members.
Any new group candidate must submit an application for consideration for membership.
Membership is determined by a group majority of 80% or more. Group members must feel that the
group candidate will contribute knowledge, leads and business value to the group. Participation in
other networking groups or best practices groups is acceptable with the knowledge of such
participation by the group.
Group membership is at will and is not guaranteed. The group relies on a successful weekly quorum
of members. Excessive absence or tardiness may invalidate your participation in the group. The
group is built on trust and attendance and both are relied upon to maintain the health of the
organization. Please inform group leader three days prior to the group meeting date if you will not
be attending.
Members are strongly encouraged to invite one potential new member each quarter and also
encouraged to bring at least one lead opportunity to another group member per quarter. Building
business within the group is a cornerstone of the group health. Group candidates should be invited
ONLY if there is no other person in the group in the same industry.
Group dues must be submitted quarterly and on time to remain an active member. Current dues are
subject to change with advance notice.
Other terms and conditions may be outlined in the group application or terms of service.

4. GROUP PURPOSE & MISSION
Mentoring
Provide a safe environment of non competing companies where members can share a
sales/marketing or business challenge with the group and get feedback and advice.
Feedback
Create a sharing environment where feedback is valued and respected. Group members are
encouraged to help others in the group by participating in the conversation where they have
knowledge and advice.
Peer Groups
Create a group of motivated and successful individuals selling to businesses. Members
would includes sales professionals, marketing professionals & business owners.
Sounding Board
A place people can bring challenges and ideas to a group of people who are motivated to
help them move the challenge or idea forward,
Best Practices & Training
Members will share their successes with the group that have helped them close more
business, find new markets or engage with more suspects/prospects. Trainers in the area of
sales, marketing , NLP or business strategy are encouraged and invited to speak with the
group.
Leads
Group members are highly encouraged to exchange leads with others in the group. Group
members should be committed to referring other group members to their network and
bringing in group abilities into sales engagements.
1-to-1 Meetings
We encourage group members to create partnerships in the group with those who can help
them get in front of more qualified prospects. Meeting with other group members on a one
to one basis outside of group hours insures deeper understanding of potential business
building relationships.

5. Announcements
5 Minutes - no more than 30 seconds per announcement please.
Quick Intro
Business type and question of the week.
•Long Intro for Chosen Group Member
•:30 Seconds
W E E K LY F O R M AT
Best Practice
Presented by scheduled speaker. 10 Minutes
Business Challenges
2 Minutes to Present - non-responding input on challenge - 5
minutes. Responding to challenge and solution clarification - 5
minutes (Total time investment of 12 minutes. )
Quick challenge of the week
Time allocated 5 minutes total.
Prospect of Client Introduction
One client per week - 2 minutes for introduction and discuss the
people in the group that might be a good provider and what the
selling party might say to the prospect to help introduce others in
the group to the opportunity. 1 minute per provider to identify
how the seller could introduce them into this opportunity. No
more than 15 minutes total for exercise.
Rotates over 4 weeks to include:
• Base 30 Second Profile
• Value Add Profile
• Ideal Customer Prospect Profile
• Ideal Power Partner Profile

6. Sample Profile of Current Members
• Commercial Real Estate Specialist
• Credit Card Processing Specialist
• Legal Benefits Specialist
• Medical Benefits Specialist
• Mortgage Benefits Specialist
• Packaging Specialist
• Sales Development Specialist
• Sales Team Management Specialist
• Sheet Metal Fabrication Specialist
• Commercial & Residential Insurance Specialist
• Small Business Attorney
• Business Receivables and Funding Specialist
• IT Services Specialist
• Highly Experienced Business Coach
Seeking Members in All Areas of
Business to Business Selling including:
• CPA – Accountant
• Marketing Specialist
• Other B2B Professional

7. 10 South 3rd St
3rd Floor
San Jose, CA 95113
Group meets 7:30 – 8:45am
every Friday
The group is currently $69.00 per We always have good
quarter while we build the group. coffee and donuts, bagels
This helps us defray costs of space fruit or Danish
and refreshments.
FOR MORE INFORMATION OR TO ATTEND,
PLEASE CONTACT
Parking meters are
available near the
Greg Holsen
building. They are
free until 9:00. 408-960.1180
For those who will
remain after 9:00 gholsen@achievexcorp.com
there are nearby lots.

8. Stand Strong in Knowledge℠