win big by using thinkhr throughout the client...

17
Win Big by Using ThinkHR Throughout the Client Lifecycle For those who are not bystanders.

Upload: others

Post on 30-Aug-2020

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

Win Big by Using

ThinkHR Throughout

the Client Lifecycle For those who are not bystanders.

Page 2: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

Reminders:

• Yes, we’re recording. Yes, we’ll send you a link.

• Use the question box. We’re here to help.

• Please take the survey at the end.

Vince MurdicaSales and Customer

Success

Page 3: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

1

Our best clients use ThinkHR to affect three parts of their business:

Grow 10%+ per year by winning new business

2

3

Scale internally, reduce costs, gain efficiency

Increase retention 1-2% above industry average

Page 4: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

Client Lifecycle Playbook

There’s a ThinkHR play every step of

the way

Discovery

Proposal

Engagement

Renewal

Referral

Page 5: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

Discovery:

Uncover

Pain Points.

Page 6: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

HR Audit Checklist

Page 7: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

Proposal: Demonstrate Value.

Page 8: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

Vertical Reports

Page 9: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR
Page 10: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

Engagement: Stay Relevant.

Page 11: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

Newsletters

Page 12: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

Onboarding

Renewal: Articulate Your

Value.

Page 13: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

1

Client Value Report

2

Monetize current services

Differentiate yourself from competitors

Page 14: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

Referral: The

Perfect Pass.

Page 15: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

The PlaybookReferral• Client Value Report

• HR Practice Calculator

• Free trials

• Branded brochure

• Benefits Compliance Suite

• Quick HR Audit

• Example Questions List

• Vertical Reports

• Employee Compliance Survey

Discovery• HR Audit Checklist

• HR Challenges

• HR Practice Calculator

• Sample Client Value Report

• Example Questions List

• Learn Course Catalog

• Free trial

• Handbook Audit

• Employee Compliance Survey

• Hazard Assessment Checklist

• Workers’ Comp Audit Checklist

Proposal• Vertical Reports

• Vertical Course Lists

• ThinkHR Live

• Benefits Compliance Suite

• Employee training

• Handbook Builder

• HR Audit Checklist (full length)

• Safety Checklist

• Customer Success

Engagement• Law Alerts

• HRCI/SHRM webinars

• Breaking news alerts

• Bi-weekly co-branded newsletters

• Custom branded newsletters (weekly)

• Handbook Builder

• Employee training

Renewal• Client Value Report

• Hotline question summary

• HR Practice Calculator

• Training course completions

• Webinar attendance summary

• Comparisons with other clients

• Handbook Legal Review

Page 16: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

ThinkHR is the winning play to:

Lower churn

Scale costs

Increase close ratios

Page 17: Win Big by Using ThinkHR Throughout the Client Lifecyclepages.thinkhr.com/rs/276-KTW-573/images/Client lifecycle slide deck… · The Playbook Referral •Client Value Report •HR

Let us arm you for your next meeting

For current partners:

» To learn more about the resources discussed on today’s webinar, contact your Customer Success Manager or email [email protected].

For prospective partners:

» If you are interested in learning more about a partnership with ThinkHR, please type “info” in the question box.