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Hippie Bus
“Painted Picture”
Of CustomerLink
December 31, 2016
…….…………………………………………………………………………..………………….….
A great place to work.
With a strong culture
• Shared core values
• A strong desire to win
• Openness
• Integrity
• Family, health and wellness
• Strong communication
• Community
• Respecting and supporting
individual dreams
Full of passionate professionals
• Happy employees working with
energetic enthusiasm
• People dressed in business casual
attire, but with a degree of
professionalism (maybe the clothes
they‟d wear on a first date)
• Young, eager professionals who seem
hungry to succeed
Our very own dream team…
• We are constantly recruiting
• We only accept “A” players on our
team
• We remove those who aren‟t in
alignment with our goals, values and
mission
• We always try to hire better than
ourselves
• Word-of-mouth and employee referrals
• Comprised of great thinkers and executors
• Unified in vision and dedication
• Does not require or use micro-
management
• Comprised of leaders who behave like
owners
• Supportive of peers and leaves their
personal agendas at the door
Who work and win
together…• Happy, purposeful work being
done to satisfy client needs
• People working together to solve
challenges
• Helping clients find success
• Celebrating successes of our
clients and our own
• Fun
• Winning
In a great environment.
• Energetic, lively and fresh
• Open and conducive to
teamwork
• Highly efficient and
functional
• Bright, open, airy
atmosphereWarm and
comforting
• A place where people
want to be
• Professional, but casual
Employees are fulfilled…
• “These people are like my
family”
• “I can see a long future
for myself at
CustomerLink with plenty
of opportunity for
advancement”
• "The values of the company
mirror my own”
• “I feel so fortunate to work here”
• “Helping small business owners
succeed feels great!”
Compensated well...
• Our total compensation and benefits is amongst the best in our
region for similarly sized companies
• We match outstanding performance with outstanding
compensation
• We allow and encourage all employees to share in the profit
success of CustomerLink
• Our base compensation is fair and adjusts with the economy
And active in philanthropy.
• We have >50% employee
participation in our
philanthropic efforts
• Our community recognizes
CustomerLink for our
continued commitment and
support
• We support both local and
national causes
• We involve our clients in our
philanthropy efforts
With an enhanced structure…
• We generated positive returns for our
first investors
• Our new investors are eager to invest
in additional growth
• We have the right leaders and
contributors in the right roles
We grow and thrive…
• We generated $35 million in revenue
and $4.5 million in profit.
• We have grown 25% or more in each
of the past three years
• We have 7,000+ active clients
• We have 150 employees
A focused technology team…
• Strive for a realistic balance
between quality, speed of delivery
and scalability
• Believe and act like the security of
our client‟s data is critical
• Buy or build only after an ROI
analysis
• Have minimal defect work
• Maintain highly available systems
• Hold data accuracy as paramount
• Have a readily scalable
infrastructure and code base
• Are right-sized for our company
size, pace and plans
A stellar
support team…
• A model for efficiency and
effectiveness
• In perpetual improvement
processes (almost obsessive)
• Continually meeting or
exceeding service level
agreements (SLAs)
• Continually striving for
automation, quality and
scalability
• Providing transparency and
frequent communication to
stakeholders
Marketing that stands out…
• Is daring, emotionally impactful and
resonates with our target markets
• Drives a huge amount of inbound
interest
• Is fresh and finds people in creative
venues
• Doesn‟t highlight features
• Is highly efficient in ROI
• Is envied by our competition
• Seems to be everywhere
Powerful sales …
• Prospects find it easy to buy
• We focus on the client
• We demonstrate expertise and
integrity
• Buyers are excited about their
decision
• We capture valuable data on
the markets we serve
• We are highly targeted sellers
And our products...
• Just plain work better than anyone
else‟s
• Are a mix of cutting edge and tried „n
true
• Are impactful to a broad section of the
market
• Are consistent in UI/UX and are
enjoyable to use
• Are easy to understand, yet powerful
when applied
• Deliver measurable and perceived
value
• Make our customers look great with
their customers
• Each represent something we would
feel comfortable guaranteeing
The media will tout our
success.
• “CustomerLink makes profits grow for shops”
• “CustomerLink is the de facto leader in shop
business intelligence and marketing”
• “CustomerLink named best place to work”
• “CustomerLink is finding rapid growth in users”
So will our
clients.
• Our clients are mainly independent
businesses
• Some are franchises and some are
corporate
• They are almost all related through
mutual partners and/or affiliates
• They are the type of people we‟d have
as friends even if there was not a
business relationship
• They share our core values and
understand what winning means to
them
• They rate us >50 on NPS Scores
And they’ll say…
• “CustomerLink helps my business win.”
• “My business would not be thriving like
it is without CustomerLink”
• “It‟s so easy doing business with
CustomerLink”
• “You make it simple to focus on the
things that matter most and to act of
them”
• “The most valuable tool we have”
• “Your staff are great to work with.
They‟re like an extension of our team.”
We exist to help
small business
owners win.
…….…………………………………………………………………………..………………….….
www.customerlink.com

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CustomerLink Painted Picture

  • 2. “Painted Picture” Of CustomerLink December 31, 2016 …….…………………………………………………………………………..………………….….
  • 3. A great place to work.
  • 4. With a strong culture • Shared core values • A strong desire to win • Openness • Integrity • Family, health and wellness • Strong communication • Community • Respecting and supporting individual dreams
  • 5. Full of passionate professionals • Happy employees working with energetic enthusiasm • People dressed in business casual attire, but with a degree of professionalism (maybe the clothes they‟d wear on a first date) • Young, eager professionals who seem hungry to succeed
  • 6. Our very own dream team… • We are constantly recruiting • We only accept “A” players on our team • We remove those who aren‟t in alignment with our goals, values and mission • We always try to hire better than ourselves • Word-of-mouth and employee referrals • Comprised of great thinkers and executors • Unified in vision and dedication • Does not require or use micro- management • Comprised of leaders who behave like owners • Supportive of peers and leaves their personal agendas at the door
  • 7. Who work and win together…• Happy, purposeful work being done to satisfy client needs • People working together to solve challenges • Helping clients find success • Celebrating successes of our clients and our own • Fun • Winning
  • 8. In a great environment. • Energetic, lively and fresh • Open and conducive to teamwork • Highly efficient and functional • Bright, open, airy atmosphereWarm and comforting • A place where people want to be • Professional, but casual
  • 9. Employees are fulfilled… • “These people are like my family” • “I can see a long future for myself at CustomerLink with plenty of opportunity for advancement” • "The values of the company mirror my own” • “I feel so fortunate to work here” • “Helping small business owners succeed feels great!”
  • 10. Compensated well... • Our total compensation and benefits is amongst the best in our region for similarly sized companies • We match outstanding performance with outstanding compensation • We allow and encourage all employees to share in the profit success of CustomerLink • Our base compensation is fair and adjusts with the economy
  • 11. And active in philanthropy. • We have >50% employee participation in our philanthropic efforts • Our community recognizes CustomerLink for our continued commitment and support • We support both local and national causes • We involve our clients in our philanthropy efforts
  • 12. With an enhanced structure… • We generated positive returns for our first investors • Our new investors are eager to invest in additional growth • We have the right leaders and contributors in the right roles
  • 13. We grow and thrive… • We generated $35 million in revenue and $4.5 million in profit. • We have grown 25% or more in each of the past three years • We have 7,000+ active clients • We have 150 employees
  • 14. A focused technology team… • Strive for a realistic balance between quality, speed of delivery and scalability • Believe and act like the security of our client‟s data is critical • Buy or build only after an ROI analysis • Have minimal defect work • Maintain highly available systems • Hold data accuracy as paramount • Have a readily scalable infrastructure and code base • Are right-sized for our company size, pace and plans
  • 15. A stellar support team… • A model for efficiency and effectiveness • In perpetual improvement processes (almost obsessive) • Continually meeting or exceeding service level agreements (SLAs) • Continually striving for automation, quality and scalability • Providing transparency and frequent communication to stakeholders
  • 16. Marketing that stands out… • Is daring, emotionally impactful and resonates with our target markets • Drives a huge amount of inbound interest • Is fresh and finds people in creative venues • Doesn‟t highlight features • Is highly efficient in ROI • Is envied by our competition • Seems to be everywhere
  • 17. Powerful sales … • Prospects find it easy to buy • We focus on the client • We demonstrate expertise and integrity • Buyers are excited about their decision • We capture valuable data on the markets we serve • We are highly targeted sellers
  • 18. And our products... • Just plain work better than anyone else‟s • Are a mix of cutting edge and tried „n true • Are impactful to a broad section of the market • Are consistent in UI/UX and are enjoyable to use • Are easy to understand, yet powerful when applied • Deliver measurable and perceived value • Make our customers look great with their customers • Each represent something we would feel comfortable guaranteeing
  • 19. The media will tout our success. • “CustomerLink makes profits grow for shops” • “CustomerLink is the de facto leader in shop business intelligence and marketing” • “CustomerLink named best place to work” • “CustomerLink is finding rapid growth in users”
  • 20. So will our clients. • Our clients are mainly independent businesses • Some are franchises and some are corporate • They are almost all related through mutual partners and/or affiliates • They are the type of people we‟d have as friends even if there was not a business relationship • They share our core values and understand what winning means to them • They rate us >50 on NPS Scores
  • 21. And they’ll say… • “CustomerLink helps my business win.” • “My business would not be thriving like it is without CustomerLink” • “It‟s so easy doing business with CustomerLink” • “You make it simple to focus on the things that matter most and to act of them” • “The most valuable tool we have” • “Your staff are great to work with. They‟re like an extension of our team.”
  • 22. We exist to help small business owners win. …….…………………………………………………………………………..………………….…. www.customerlink.com

Editor's Notes

  1. Shared core valuesA strong desire to winOpennessIntegrityFamily, health and wellnessStrong communicationCommunityRespecting and supporting individual dreams
  2. Happy employees working with energetic enthusiasmPeople dressed in business casual attire, but with a degree of professionalism (maybe the clothes they’d wear on a first date)Bright, open, airy atmosphereYoung, eager professionals who seem hungry to succeed
  3. We are constantly recruitingWe only accept “A” players on our teamWe remove those who aren’t in alignment with our goals, values and missionWe always try to hire better than ourselvesWord-of-mouth and employee referrals are our best source of candidates
  4. Happy, purposeful work being done to satisfy client needsPeople working together to solve challengesHelping clients find successCelebrating successes of our clients and our ownFunWinning
  5. Energetic, lively and freshOpen and conducive to teamworkHighly efficient and functionalWarm and comfortingA place where people want to beProfessional, but casual
  6. "The values of the company mirror my own”“I feel so fortunate to work here”“Helping small business owners succeed feels great!”“These people are like my family”“I can see a long future for myself at CustomerLink with plenty of opportunity for advancement”
  7. Our total compensation and benefits is amongst the best in our region for similarly sized companiesWe match outstanding compensation with outstanding performanceEmployees share in the net profitsOur base compensation is fair and adjusts with the economy
  8. We have >50% employee participation in our philanthropic effortsOur community recognizes CustomerLink for our continued commitment and supportWe support both local and national causesWe involve our clients in our philanthropy efforts
  9. We generated positive returns for our first investorsOur new investors are eager to invest in additional growthWe have the right leaders in the right rolesWe allow and encourage all employees to share in the profit success of CustomerLink
  10. We generated $35 million in revenue and $4.5 million in profit. We have grown 25% or more in each of the past three yearsWe have 7,000+ active clientsWe have 150 employees
  11. Strive for a realistic balance between quality, speed of delivery and scalabilityBelieve and act like the security of our client’s data is criticalBuy or build only after an ROI forecastHave minimal defect workMaintain highly available systemsHold data accuracy as paramountHave a readily scalable infrastructure and code baseAre right-sized for our company size, pace and plans
  12. A model for efficiency and effectivenessIn perpetual improvement processes (Almost obsessive)Continually meeting or exceeding service level agreements (SLAs)Continually striving for automation, quality and scalabilityProviding transparency and frequent communication to stakeholdersADD CONTENT FOR CLIENT SERVICE
  13. Is emotionally impactful and resonates with our target marketsDrives a huge amount of inbound interestIs fresh and finds people in creative venuesDoesn’t highlight featuresIs highly efficient in ROIIs envied by our competitionSeems to be everywhere
  14. Prospects find it easy to buyWe focus on the clientWe demonstrate expertise and integrityBuyers are excited about their decisionWe capture valuable data on the markets we serveWe are highly targeted sellers
  15. Just plain work better than anyone else’sAre a mix of cutting edge and tried ‘n trueAre impactful to a broad section of the marketAre consistent in UI/UX and are enjoyable to useAre easy to understand, yet powerful when appliedDeliver measurable and perceived valueMake our customers look great with their customersEach represent something we would feel comfortable guaranteeing
  16. CustomerLink makes profits grow for shopsCustomerLink is the de facto leader in shop business intelligence and marketingCustomerLink named best place to workCustomerLink is finding rapid growth in users
  17. Our clients are mainly independent businessesSome are franchises and some are corporateThey are almost all related through mutual partners and/or affiliatesThey are the type of people we’d have as friends even if there was not a business relationshipThey share our core values and understand what winning means to themThey rate us >50 on NPS Scores
  18. “My business would not be thriving like it is without CustomerLink”“It’s so easy doing business with CustomerLink”“You make it simple to focus on the things that matter most and to act of them”“The most valuable tool we have”“Your staff are great to work with. They’re like an extension of our team.”