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2 |

P a g e

REVISED 12/23/15

Table of Contents

1

Introduction

3

Brainshark Video

Communication Plan Timeline

2

Sales & Marketing

7

SALES

MARKETING

Team Selling

Campaigns

Sales Activity Culture Confernces/Shows

ESO Value Proposition External Video

The Industry TODAY

Website Updates

3

Collateral

11

CBIZ Overview

Employee Services Organization

Campaigns

4

Training: Resources & Support

15

On-boarding Plan

Reporting/Intel

Pricing Model

FAQs

Services Overview

5

Service

31

Service Roles

EMS Workflow & Sample EMS Project Plan

Desk Reference

Role: Premier Services Account Manager IV