Key 2: Systems Tools and Resources

WEBINAR SERIES

Session 3

Key 2: Systems Tools and Resources

Date: Wednesday, May 7 2025 (12pm-1pm Est)

We are continuing the series on replicating your top producers. When there is a gap in performance between your salespeople or in meeting your expectations, how do you know you are not handicapping them with insufficient systems, tools and resources?

In this webinar we will discuss how to be sure you are doing everything you can to set your salespeople up for success specific to your business and sales environment.

What we will cover:

How to identify the gaps in execution of the sales process including lead generation, qualifying and closing business.
Determine what you can do about time wasted identifying ideal prospects and obtaining contact information.
Understand what measurable accomplishments will let you and your team members know how efficient and effective they are at each stage of the sales process.
How to make sure your team members are focused on the greatest opportunities for increased revenue, profit and gaining market share.
What resources are available within your budget for market research, marketing, contact information, and customer relationship management (CRM).
Why alignment matters and some of the ways alignment can go wrong

Be sure you are giving your salespeople what they need for optimal performance and improve efficiency, effectiveness and reduce wasted time.

Meet Your Trainer

Dan Fantasia, Founder of Treeline

Dan Fantasia has been in the field of sales recruiting since 1997 and founded Treeline in 2001. His exclusive focus on helping companies build world-class, elite sales teams has helped to change the lives of over 3,600 sales professionals. Dan has built a deep knowledge of what it takes to build and grow a top-producing business. As a proven sales leader and innovator, Fantasia has created a positively charged culture that promotes the good in every person, resulting in a team that has developed best-in-practice methodologies and technology that continues to revolutionize the industry. Dan’s leadership helped Treeline navigate uncertain times in the months following September 11, 2001, and under his guidance, sustained the business through both the great recession as well as helped Treeline thrive throughout the Covid pandemic. While Dan Fantasia’s passion and positive approach to business is what sets him apart from other leaders, his ability to identify opportunities in challenging times has established his business acumen and his reputation in the industry.

Jen Goldman, Founder of My Virtual COO

Jen Goldman, Founder of My Virtual COO and a business transformation specialist. With over 30+ years’ experience transforming 100s and training 1000s of professional services firms to experience higher growth, success and profits through scaling operations. Her thought leadership is found in Inc Magazine, Liberated CEO, Tools for High Profit Margin Practice, Vettafi, and on industry-leading conference stages, in addition to her Skool Community and YouTube Channel.

Ken Cheo

President and Owner of Our Sales Coach.

Ken Cheo, is the President and Owner of Our Sales Coach. Ken works with business owners, sales managers and select salespeople with guaranteed results for top-line sales growth. He helps companies develop an ideal client prospecting system where they can gain a strong market position and produce meetings with decision makers at ideal clients. Ken helps his clients develop a scalable and repeatable sales process that ensures they are not wasting time with people who don’t buy or buy from someone else. He works with business owners and sales managers on how to coach their sales teams so the changed behaviors and sales processes become habit and sustainable. Prior to creating the Our Sales Coach brand, Ken enjoyed over 20 years of sales and sales management experience. Ken has participated in speaking engagements and seminars on a variety of sales and marketing related subjects.