ComplyRight Distribution Services Inc. is the market leader in providing government compliant forms and related software - Tax Forms, Health Insurance Claim Forms and Import/Export Forms - to print brokers, dealers, distributors and resellers. With nearly 40 years of experience, our customers have come to rely on us for these forms as well as the most up-to-date information regarding the form requirements, content, digital applications and pending changes.As the “Leader in Government Approved Forms” we are committed to providing our dealers with the Confidence, Compliance and Convenience that they have come to rely on from ComplyRight.

BoomTech presented an interesting challenge to me. Like many small companies the owner had chosen to lead sales. They brought me in to establish and lead all sales activities from implementing a CRM platform and database development to managing the marketing firm and building a network of complementary industry alliances to drive new business.

A previous manager recruited me to help him establish PlayerMaker, a UK based soccer technology company with a SaaS solution, in the Americas. Our biggest challenge was penetrating the tight knit soccer community to introduce what was initially perceived as yet another SaaS technology. We made astounding progress in just the first few months by building relationships with key soccer influencers and creating an agent program to gain personal introductions to key teams and clubs. Knowing real success would require league approval, I also focused on penetrating Major League Soccer (MLS) and the United Soccer League (USL) leadership and gained their approval.

What appealed to me most about this fledgling company and role was the challenge of creating a world-class customer experience in this fragmented and often questionable industry of restoration and disaster remediation. In my role I focused on new sales, how to improve the sales processes to cut time and increase our closing ratio.

This was a capital equipment sales role of “grand format” commercial inkjet printers priced from $350k to over $1M. When I started the territory had experienced significant turnover in representatives and customers were feeling neglected - some were very upset. I knew the only way to turn things around was to get in the field fast and spend time with everyone. As I listened to customer issues I took careful notes and detailed next steps to remedy their issues. This disarmed them and I was then able to ask probing questions about their business and challenges. Armed with that information, I created proposals that quantified their current costs, the impact of a new printer on running costs, production speed, and new revenue opportunities. Then, I closed with the expected return over the next 3 years and impact on their business overall. Taking them down this path allowed me to gain their trust and ultimately: • Set a record of eleven printers sold in my territory in 2017• Convert a customer of my leading competitor to all EFI printers

I was hired to sell online marketing automation (SaaS) and personalized printing for multiple industries but with a focus on healthcare. At the time Progressive Impressions had a few managed care organizations as customers, so I targeted that segment leveraging our experience then prospected across the Country. This was a challenging segment with strict HIPAA requirements and many levels of approvals/oversight.

I was offered this direct selling role after successfully leading the creation of First Marketing’s technology (cable television & telecommunications companies) division. After training and coaching the sales team, I was eager to get back into a direct sales role. Now responsible for sales of personalized marketing communications (newsletters, bill inserts, direct mail, email etc.) to all voice, video, and data providers across a 29-state territory.