Tools to help Integrators.
As proud partners of FIM, we wanted to provide some helpful tools and resources to help all of you Integrators! We are always adding to our provided resources, so check back for more later. If you have any requests for tools or additional helpful items, please email firstname.lastname@example.org and we will add it into our pipeline.
Cross-Sell Potential Questionnaire
See the opportunity to grow your revenue by cross-selling your current clients to reach 100% sold.
What is 100% sold?
A client becomes 100% sold when they are taking advantage of all of the products and services your company offers. The goal for cross-sell should be 100% sold.
Why is this important?
If you know the financial potential of 100% sold clients and how many of your clients current are not 100% sold, you can set some pretty solid cross-sell goals!
By following the self-assessment, you will evaluate:
- How close your business is to fully cross-selling your client base
- The financial impact of 100% sold
- Strategies on how you can improve your cross-selling
[Worksheet] Sales Pipeline Metrics Impact
Calculate the overall financial impact of improving your sales pipeline conversion rates.
[Checklist] Marketing Strategy Evaluation
Fill out the checklist to see if you are fully leveraging the marketing section of your V/TO™
WHAT FIM MEMBERS ARE SAYING
“Instantly aligned to move forward”
Convergo helped us clarify our organization’s ideal customer and the value of that customer, then helped us focus on getting more of those customers and grow them to be “all in” customers.
We had a new VP of Sales and Marketing participate in the workshop and the process of going through the workshop got her up to speed and allowed us to be instantly aligned to move forward.
Lisa London, CareerSafe
“saved six months of time from an alignment perspective”
I started my role as Executive Director of Sales and Marketing of CareerSafe the same week Convergo helped us work through our Revenue Growth Plan. Participating in the workshop saved six months of time from an alignment perspective. I came out had a strong framework of understanding of current situation and future sales, marketing, and operations opportunities. This clear alignment of focusing on our current Ideal Clients and gaining more Ideal Clients was invaluable!
Sherry Pruitt, CareerSafe
“Helped us hit our growth goals”
We began working with Convergo in October of 2020. We dug deep into the concept of the Ideal Client Profile – who they are, how we can attract them, how we can find them, sell to them and continue to grow our business alongside theirs. Convergo helped by bringing our sales, marketing and client delivery teams together with a clear focus on our ICP – a game changer for us.
Evaluation of our book of clients from the beginning of 2021 to the end of 2021 found our number of clients who fit our ICP has nearly doubled in one year and we more than achieved both our revenue and profitability targets for the year. Having the team sing from the same song sheet around ICP has sharpened our focus and helped us hit our growth goals.