Profit Pros Onboarding Guide

Optional Services/Fees • $250/2-hour blocks additional online training/telecom training • $250/per report & data entry provided by Profit Pros • On-site training (call for quote) Marketing Options (inquire for pricing) • Promo Virtual Magazine Example: Trusted Advisor Fees As Trusted Advisors, you are free to charge whatever makes sense for your practice. You may choose to build our program in as an added value with your existing services or a typical fee can range from $1500 - $5000 for businesses from $500k - $10 Million+. • Marketing Automation - Social Media Integration, Website Builder & Landing Pages, Email Marketing, Reviews, Video/Web Conferencing, Personal Portal • Marketing Support Services - Virtual Publishing, Video Production, Copy Writing, Design, Photography, Website Development Sales/Marketing Training - Beyond Typical Training • Promo Video - example:

Training Process: 1. If you’ve already been through the FlexStart pro- gram you will have a basic understanding of how the process works. If this is the case then you’ll be able to jump forward to #3. The actual training time may vary depending on how many users involved in the training. The following training session is based on 1-3 users. 2. You’ll be asked to collect 4 (3-minimum) years of Standard P&L’s and Balance Sheets for a business of your choosing, or; we can provider a test account for you. 3. We will spend the first 15 minutes as an overview of the program and then about 45 minutes discussing the input process and the specifics of the program. 4. Once completed, the Provider may generate a Profit Recovery Report either in a web version, a PDF for printing and/or saving an electronic version. 5. We will spend the next hour reviewing the report and the most effective delivery process to the client. 6. In closing the Provider (Users) will be given direct access to our Customer Support Team for any future assistance.

FEATURE STORY Profit Pros Guides Trusted Advisors and Business Owners to Success. PAGE 2-3 INDUSTRY TIPS 10 Things Every Business Owner Should Know or Consider. PAGE 4-5 D i s c ove r t h e D i f f e r e n c e MAGAZINE SUMMER 2017

Neil Blanchard Founder/CEO

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