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June Check In

Published on Nov 21, 2015

AM Check in June

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MORE DECKS TO EXPLORE

PRESENTATION OUTLINE

1.

Lauren Hauck

June Check In
Photo by ~Brenda-Starr~
2.

280 TOTAL ACCOUNTS

This brings my accounts totals to 270 managed account

28 V4 Beta

4 platinum

and 18 Volume
3.

ACCOUNTS: TYPE

My new accounts allocation follows the existing trend with the bulk being Arch/Engineering/Consultants followed by Real estate.
4.

MEMBERSHIP MIX

This is the membership level breakdown of my accounts.

Predominately Silver at 172 followed by
Gold @ 46
then organizational at 35

With some accounts either pending or lapsed mainly due to the dissolution of the organization.
5.

ACCOUNTS LOST

My account transacted over 6 million $ in 2012

and over 8 and a quarter in 2013
6.

Reasons

  • Savings for Registration/Cert aren't importaint
  • No active LEED project
  • Corporate financial hardship 
  • Don't see value at X level
This brings my accounts totals to 270 managed account

28 V4 Beta

4 platinum

and 18 Volume
7.

YTD SALES

My account transacted over 6 million $ in 2012

and over 8 and a quarter in 2013
8.

YTD EXCLUSIVE SALES

My Q1 sales
$89 thousand in exclusive sales
$24 thousand team sales
Over $86 thousand in splits

What is it? Membership, product sales?
9.

aCCOuNT GROWTH plan

  • Focus on servicing top clients
  • Quarterly outreach to POCs
10.

Accomplishments

  • 98.9% membership retention rate 
  • Beta process update
  • Assisting with BD of Neighborhood Development 
  • 93 Hively rating
11.

Challenges

  • Time management
  • The ND role has impacted account service 
12.

TIME ALLOCATION (hr/mon)

13.

Untitled Slide

Lauren Hauck