Overview of SFL process and solution based business model detailing market opportunity for effective sales training. Transforming thousands of sales professionals from an analog to digital sales process, with our world-class sales training.
2. +200
customers
served
Transforming thousands of sales
professionals from an analog to
digital sales process, with our
world-class sales training.
600,000 unique website visitors
per year, and growing fast!
3. Our Moonshot:
>1,000,000 sales
professionals
served
Own the category Digital Sales Training globally.
Innovate modern sales training away from event-
based training, towards a personalized Playlist
subscription for lifelong learners.
4. Our opportunity:
22,000,000 B2B sales
professionals globally
• 3,000,000 active B2B sales professionals on LinkedIn.
• $2B sales training industry in USA and growing.
Be the world’s first playlist subscription for digital
sales training, and cement Sales for Life’s as the
brand synonymous with the category.
5. d
Solve this
market
problem:
the buyer has
evolved and
there is a
smarter way to
serve.
• Super fragmented social & digital sales training.
• Sales for Life leads, but hasn’t yet dominated the category.
• Digital maturity will happen globally, in all industries.
• Who will take ownership of this transformation?
Innovators and Early Adopters13’-16
17’-20’
20’-22’
22’
Early Majority
Late Majority
Laggards
6. Move from Services to Solutions business
Events-based Training
Speaking engagements
Workshops
IP licenses for Courses/Certifications
Social Selling Mastery
• Digital Sales Management
• Insights Factory for Digital Marketing
• Social Selling for Sales Professionals
Digital Account-based Selling
2018
Your personal Digital Journey
Proprietary Learning Portal with dynamic
Playlist learning paths. 100’s of modules,
courses & certifications.
Sales professionals and corporations
can subscribe to continuous digital sales
training.
2019 & Beyond
8. Clients Total Sales Bookings ($USD)
CA, Inc. 433,518.60
SAS Institute Inc. 405,965.00
Thomson Reuters 344,909.00
New Horizons Computer Learning Centers, 328,775.67
DS Solidworks Corp 265,179.44
INTEL CORPORATION 211,424.55
Kofax Inc. 163,380.27
Jive Software Inc. 156,175.15
Rockwell Automation, Inc. 109,108.48
Workfront, Inc. 89,824.09
Sprint/Nextel Systems Corp 80,000.00
Juniper Networks (US) Inc (California) 79,965.00
Kronos Incorporated 79,281.92
Thales e-Security Inc. 78,485.05
ADP LLC 76,275.75
AT&T Legal Entity 75,000.00
Mindtree Limited 74,962.50
Covance Inc. 71,001.67
Direct Energy 70,732.92
Couchbase, Inc. 70,146.06
Microsoft Corporation 63,738.68
GE Capital Bank Limited 59,957.50
Teleperformance 58,989.25
Top Billing Customers globally
9. 3 Pillars to our success
Global Distribution:
Build a world-class direct and
indirect sales force that wins
1,000’s of Lifelong Learning
customers around the world.
Raving Fans:
Embrace the Lifelong Learner
with a customer experience that
keeps them hungry to expand
their ongoing sales education,
and socially promote our brand.
IP Innovation:
Provide a learning environment
richer and deeper on digital
sales best practices that
anyone in the world. Blend the
best of human coaching and
contextualization, with highly
scalable IP that can be
consumed from anywhere, on
any device.
11. Investment
Opportunity
Sales for Life valuation: $3,000,000 CAD
Investment Allotment: 20% of preferred shares
Investment Total: $600,000 CAD
Notes:
Closing round on August 31, 2017
Minimum investment amount of $50,000
Liquidation preference of 1x, dividend rights, non-
voting shares, no Board of Directors seats available.
Basic Cap Table:
Jamie Shanks 34%
George Albert 34%
Employee/Board of Advisors Stock Option pool 12%
Investment Allotment 20%
12. Plan
for
capital
allocation
Accelerate revenue!
Hire an outsourced sales recruitment firm and execute all hires
before Oct 31, 2018:
• 2x Sales Executives - Corporate/Enterprise accounts
• 3x Sales Executives - SMB
• Channel & Alliances Manager
• VP Customer Success
Invest further in marketing - demand generation, customer, and
channel engagement campaigns to support the sales growth.
13. Accelerate
path to
$10,000,000,
with a
percentage
of revenue
as ARR
Hit first Milestone: Organic vs. Capital Injection
• Dramatically increase sales trajectory;
• Focus on converting services to solutions ARR.
>50%
ARR
15. Team
Core Team:
Jamie Shanks
CEO
Jill Rowley Kalin McDonald Terry Foster Tynan Fischer
Amar Sheth
VP Sales
George Albert
COO
Jose Sanchez
VP Product
Innovation
Brian Lipp
VP Marketing
Ron De Appoloni
VP Sales
Board of Advisors: