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NTRODUCTION
Brainshark Video
Video Refresher
An internal ESO Brainshark Video will be part of our ongoing training series and available asreference of
important ESO components, addressing many of the topics already discussed in your welcome call.
1. Welcome & Intro
Jim O’Connor
a. Why ESO & Pillars
b. Services and Consulting supported by Technology
2. ESO Direction
Phil Noftsinger
a. HCM vs Payroll
b. Why BETA offices?
c. Remaining CBIZ offices – on ESO by 2017
3. What’s next – as a BETA office
Wendra Johnson
a. ESO Playbook
b. EMS Account Managers – Beta Offices
c. Joint team selling between EB & HCM producers
d. Training
4. What’s our message/value proposition?
Robert Luzzi
a. We help your business grow – managing employee risk & finances (Corp theme + ESO Pillars)
5. How will we grow?
Jim/Phil
a. Target Markets, Niche, Captives, Expanded Services
b. Marketing messaging, collateral and enhanced digital footprint
c. Sales Culture
d. Recruiting, Acquisitions & Tuck-in