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1
Fitness Marketing Systems
Strategic Briefing on Strategic Briefing on Organizational Organizational Priorities & GoalsPriorities & Goals
LMI U.S. Agent’s
Summit Meeting
Mandeville, September 2007
U.S. South CentralAgency
Fitness Marketing Systems, LLCSouth Central US Agency
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Presentation Outline
Review of Key Philosophies Overview of Major Initiatives Some Emerging Ideas Conclusions, Wrap Up, Q&A
Our Philosophy is That Long Term Success Requires:Our Philosophy is That Long Term Success Requires:Disciplined People, Discipline Thought, Disciplined ActionDisciplined People, Discipline Thought, Disciplined Action
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Philosophies & PrinciplesWhere We Are - Where We Are Going
Disciplined Disciplined ActionAction
Disciplined Disciplined ThoughtThought
Disciplined Disciplined ThoughtThought
Disciplined Disciplined PeoplePeople
•First Who Then WhatFirst Who Then What•Level 5 LeadershipLevel 5 Leadership
•First Who Then WhatFirst Who Then What•Level 5 LeadershipLevel 5 Leadership
•Hedgehog ConceptHedgehog Concept•Confront Brutal FactsConfront Brutal Facts
•Hedgehog ConceptHedgehog Concept•Confront Brutal FactsConfront Brutal Facts
•AcceleratorsAccelerators•Culture of DisciplineCulture of Discipline
•AcceleratorsAccelerators•Culture of DisciplineCulture of Discipline
Concepts FromConcepts From““Good to Great”Good to Great”By Jim CollinsBy Jim Collins
Concepts FromConcepts From““Good to Great”Good to Great”By Jim CollinsBy Jim Collins
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Anticipated Stages of EvolutionAnticipated Stages of Evolution
LeavingLeavingStage 1 & Stage 1 & EnteringEnteringStage 2Stage 2
LeavingLeavingStage 1 & Stage 1 & EnteringEnteringStage 2Stage 2
HedgehogHedgehog
The Cutting EdgeThe Cutting EdgeThe Cutting EdgeThe Cutting Edge
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First Who – Then What
Robert DyerRobert DyerExecutive DirectorExecutive Director
Robert DyerRobert DyerExecutive DirectorExecutive Director
Denisse BaqueroDenisse BaqueroMarketing DirectorMarketing Director
Denisse BaqueroDenisse BaqueroMarketing DirectorMarketing Director
Jinda TeichmillerJinda TeichmillerAccount ManagerAccount Manager
Jinda TeichmillerJinda TeichmillerAccount ManagerAccount Manager
Maureen O’Rourke, Maureen O’Rourke, CPA Financial OfficerCPA Financial Officer
Maureen O’Rourke, Maureen O’Rourke, CPA Financial OfficerCPA Financial OfficerPinky DyerPinky Dyer
Assessment DirectorAssessment Director
Pinky DyerPinky DyerAssessment DirectorAssessment Director
Rodney MorrisRodney MorrisSales Director Sales Director
Rodney MorrisRodney MorrisSales Director Sales Director
Kristina ReillyKristina ReillyAccount ManagerAccount Manager
Kristina ReillyKristina ReillyAccount ManagerAccount Manager
Eleanor HiseyEleanor HiseyClub Coach DirectorClub Coach Director
Eleanor HiseyEleanor HiseyClub Coach DirectorClub Coach DirectorRebecca BetzRebecca Betz
Training DirectorTraining Director
Rebecca BetzRebecca BetzTraining DirectorTraining Director
Jose MelendezJose MelendezCustomer Service RepCustomer Service Rep
Jose MelendezJose MelendezCustomer Service RepCustomer Service Rep
We continue evolving our understanding of core needs while identifying We continue evolving our understanding of core needs while identifying skilled talent that is consistent with our philosophies and objectives.skilled talent that is consistent with our philosophies and objectives.
FMS will maintainFMS will maintainMinimal HierarchyMinimal Hierarchy
FMS will maintainFMS will maintainMinimal HierarchyMinimal Hierarchy
TM
TM
TM
TM TM
TM
TM
TMTM
FMSOur culture requires equal Our culture requires equal accountability among team members.accountability among team members.
Bryan O’Rourke, MBABryan O’Rourke, MBABusiness AdvisorBusiness Advisor
Bryan O’Rourke, MBABryan O’Rourke, MBABusiness AdvisorBusiness Advisor
Ron & Sandy FrancoRon & Sandy FrancoStockholdersStockholders
Ron & Sandy FrancoRon & Sandy FrancoStockholdersStockholders
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Disciplined Thought Drives Our Key Initiatives
Success Relies on
3 Main Functions
Sell: Exceed Sales Goals
Service: Coach & Train
Retain: Support Licensees
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Club & Program Sale Recap
InitiativesInitiativesBuild RelationshipsBuild RelationshipsStrategic PartnershipsStrategic PartnershipsUtilize TechnologyUtilize TechnologyDevelopment & TrainingDevelopment & Training
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Club Implementation Recap
InitiativesInitiatives– Club Coaching Club Coaching
Personnel & ProcessPersonnel & Process– Assessment Process Assessment Process
ImprovementsImprovements
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Retention Recap
– Increased Club Increased Club Management Participation Management Participation in GFM Trainingin GFM Training
– Highly attended Q’sHighly attended Q’s– Managing & Developing Managing & Developing
the Trainer Networkthe Trainer Network– Proactive Assessment-to-Proactive Assessment-to-
Launch Support/CoachingLaunch Support/Coaching
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Emerging Concepts
Outsource of FulfillmentOutsource of Fulfillment Search Engine MarketingSearch Engine Marketing Outsourced Sales SupportOutsourced Sales Support Utilization of New TechnologiesUtilization of New Technologies
All of the Initiatives Covered in MarchAll of the Initiatives Covered in MarchHave Been Executed.Have Been Executed.
All of the Initiatives Covered in MarchAll of the Initiatives Covered in MarchHave Been Executed.Have Been Executed.
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Emerging TechnologySalesForce Demonstration
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• Web-based solution for customer file management and Web-based solution for customer file management and information maintenance across multiple operational information maintenance across multiple operational departmentsdepartments• Real-time data to analyze trends, forecast production and Real-time data to analyze trends, forecast production and identify outliers/Hi-Po/At Risk Clientsidentify outliers/Hi-Po/At Risk Clients• The ability to track, monitor, and quantify business success The ability to track, monitor, and quantify business success or failure at multiple stages in the lifetime of a lead/accountor failure at multiple stages in the lifetime of a lead/account• A One-Stop-Shop solutionA One-Stop-Shop solution
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Emerging Technologies- Training and Sales Tools
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Conclusions & Wrap Up
We have a long way to go; the average hedgehog We have a long way to go; the average hedgehog concept took 4 years to conceive in concept took 4 years to conceive in Good to GreatGood to Great Companies & 7 years to begin to realize results.Companies & 7 years to begin to realize results.
Learning takes Learning takes disciplined people, disciplined disciplined people, disciplined thought and disciplined actionthought and disciplined action..
Technology isTechnology is nevernever the primary means of igniting the primary means of igniting transformation, yet its careful selected application transformation, yet its careful selected application is essential.is essential.
We are committed to getting there: We are committed to getting there: Building The Building The Recognized Leading Sales Organization in the Recognized Leading Sales Organization in the Fitness Industry.Fitness Industry.
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““Thank you”Thank you” to our fellow agencies in the U.S. to our fellow agencies in the U.S. and their staffs for all their help;and their staffs for all their help;
““Thank you”Thank you” to LMI team for the relationship and to LMI team for the relationship and support;support;
““Thank you”Thank you” to our partners, suppliers, to our partners, suppliers, consultants and employees; andconsultants and employees; and
““Thank you”Thank you” to our customers, who use our to our customers, who use our wonderful programs to change lives every day.wonderful programs to change lives every day.
Conclusions & Wrap Up