ClearlyRated is the leading provider of client satisfaction surveys and reputation management for professional service organizations, ClearlyRated helps firms in staffing, accounting, legal, insurance, and HR transform client feedback into measurable business outcomes.We empower executives and front-line teams with real-time insights to:- Reduce churn by addressing client concerns proactively.- Identify upsell opportunities with happy clients.- Generate new business through referrals from your brand's promoters.- Through third-party validated ratings and testimonials showcased on ClearlyRated.com, our clients stand out from the competition, enhance their online reputation, and attract new customers with proof of their exceptional service quality.ClearlyRated is where actionable insights meet powerful differentiation, driving revenue and creating lasting competitive advantage for our partners.

ClearlyRated empowers business service firms (accounting, legal, insurance, and staffing) to quickly and easily measure NPS from their clients and employees to improve customer relations, deliver a better customer experience, grow the business, better engage their teams, and improve employee/client retention. Additionally, ClearlyRated clients can leverage these third-party validated client service scores, including star ratings and testimonials on ClearlyRated.com, to help them differentiate their service offerings and attract new customers.

Signos is on a mission to tackle the global obesity epidemic. Providing patients, faculty members and/or employees with a simple-to-use, AI-driven app paired with the leading continuous glucose monitor, Signos gives you direct insight into your unique metabolism—how your body responds to food, exercise, sleep, stress, hydration, and other daily habits. We can improve health and kickstart weight loss by removing the guesswork and highlighting the micro changes people need to make in their everyday routines to achieve their health and fitness goals. With the rise of GLP-1s, Signos can act as an incredible compliment to address behavior change as members use the drug so they don't gain the weight back, or it can be a great, lower-cost alternative while achieving the same results. Backed by Google Ventures to support our growth and having achieved the leading partner program in the space for practitioners leveraging Signos for their patients, we now partner with Mid-Market and enterprise-level employers, universities, and government entities to help their team members lose weight, lower claims costs, improve productivity and reduce other more serious co-morbidities associated with weight gain and unstable blood sugar.

Ekos helps craft beverage makers streamline inventory, production, sales, and accounting with a fully integrated, easy to use end-to-end business management software. We empower our customers to scale their businesses, streamline their processes, and focus on what they love. Ekos was founded in 2014 based on a love of craft beverages and software development. Our founders discovered that craft producers were using manual methods like spreadsheets and clipboards to manage their processes and knew there must be a better way. Ekos is now the industry-leading software for beer, wine, seltzer, and cider producers, with features and integrations to automate manual tasks and inform business decisions like no other tool can. Our cloud-based platform was built to benefit you in three main ways: managing growth, driving efficiencies, and improving communication among your team members. Ultimately, that means you can grow faster, invest in key areas, and ensure separate departments work together seamlessly toward your company’s goals.

🔥 Successful Exit -- Acquired by Olo Inc for $200M, a 20x multiple 🔥Wisely disrupted the restaurant industry by bridging the gap between customer data and customer experience, giving brands new ways to personalize and drive profits — at scale. Put merely, Wisely helps restaurants use data to curate a more personal experience for their guests (in-restaurant and online) and, in turn, boost profitability. Wisely's partnership is proven to drive results from the best run operations to the most effective marketing campaigns. With more dining choices and ever-increasing consumer expectations, getting people in the door and winning their loyalty is getting more difficult. Your guests return to your establishments due to the experience you provide as much as the excellent meals you prepare. Wisely customers partner with us because we offer that same world-class experience to your team. Our platform's actionable insights and data and easy-to-use tools help you better understand guests' behavior and lifetime value to deliver better, personalized experiences to your guests while improving operational efficiency.Key Solutions:- Waitlist, Reservations, Table Management- CRM- Marketing Automation- Guest Sentiment- Customer Data Platform (CDP)- Integrations with the other vital systems you operate onWisely was acquired by Olo Inc. in November 2021 for $187M.

🔥 Successful Exit -- Acquired by TriNet 🔥Zenefits lets you focus on the work that matters. We are a fully integrated, cloud-based platform that automates the heavy lifting while keeping you compliant so you can get back to running the business. Built with the employees in mind, Zenefits is easy to use with little to no training required. Better yet, everything can be done from one single app accessible to your employees from their mobile devices. Zenefits is HR first. Meaning it all starts when an employee is onboarded and that information flows seamlessly to payroll and benefits. Not the other way around. After all, if HR isn't right, nothing else will be. Additionally, we are fully auditable, reportable, and scalable. Innovation -- Zenefits ships more product updates, enhancements and rollouts in a month than most of our competitors roll out in a year. Don't choose a provider you'll outgrow. Your success shouldn't require a new platform. Zenefits can grow with you.

HR for the NEW world of work. Powering people to make work move and business thrive. People power companies, we power people. As the People Platform, we empowering people to work their best — whether you're a consultant, broker, HR admin, or employee. We believe technology should champion people. With 15,000+ clients nationwide, representing over 100,000 employees, and over $1B in health premiums managed through the platform and several billion in payroll transactions, Zenefits provides cloud-based solutions to not only efficiently and affordably manage the entire employee lifecycle; from hiring and onboarding, to day-to-day employee benefits, HR, and payroll management, to employee termination but also scale your organization to the next level. Growing businesses of all sizes and industries leverage Zenefits to make their lives easier, more efficient and to ensure full compliance. Zenefits empowers your employees to self-manage their information and the software automates the administrative legwork, sending reminders, notifications, requests, approvals and all the small things that make your business tick.As a former small business owner myself, I understand the pains and frustrations business owners face and don't want to deal with on a daily basis. Zenefits takes those mundane & time-consuming HR tasks that fall onto your desk, freeing you up to get back to running your business. You didn’t start a business to do paperwork, now you don’t have to.My primary role as the Regional Manager is to empower our team of Account Executives in revenue growth and market expansion of both Mid-Market and SMB opportunities across the U.S. while also developing our salespeople to be the best they can be. Key Accomplishments:- Chosen to build and scale a new regional sales org in FY'20- Run/Oversee the regions Mid Markets, SMB and SDR sales teams to growth and profitability

People power companies, we power people. As the People Platform, we empowering people to work their best — whether you're a consultant, broker, HR admin, or employee. We believe technology should champion people. With 10,000+ clients nationwide, representing over 100,000 employees, and over $1B in health premiums managed, Zenefits provides cloud-based solutions to efficiently and affordably manage the entire employee lifecycle; from hiring and onboarding, to day-to-day employee benefits, HR, and payroll management, to employee termination. Businesses of all sizes and industries leverage Zenefits make their lives easier, more efficient and to ensure ACA, HIPAA & ERISA compliance. Zenefits empowers your employees to self-manage their information and the software automates the administrative legwork, sending reminders, notifications, requests, approvals and all the small things that make your business tick.As a former small business owner myself, I understand the pains and frustrations business owners face and don't want to deal with on a daily basis. Zenefits takes those mundane & time-consuming HR tasks that fall onto your desk, freeing you up to get back to running your business. You didn’t start a business to do paperwork, now you don’t have to.Key Accomplishments:- Run/Manage 3 sales teams (Net-New and Upsell)- Rated 100% approval rate by direct reports in the last Manager Assessment. - Helped create Renewals strategy and lead team to over 100% revenue retention FY'19- Doubled Upsell team FY'19- Core Value Award - Voted on by my peers- Exceeding revenue plan FY'19- Zenefits Rep of the year, fiscal 2018- Earned Presidents Club in month 8 of 2018 Fiscal year- #1 in sales and #1 % of quota at Zenefits FY'19- Exceeded quota 12 of 12 months in FY'19- Obtained Winning By Design Certification for Sales Excellence

Zenefits' mission is your mission. We solve a universal problem for small and medium sizes businesses, which is to help them hire and manage their employees — onboard them, add them to payroll, enroll them in benefits, and provide them with health insurance coverage. With 10,000+ clients nationwide, representing over 100,000 employees, and over $1B in health premiums managed, Zenefits provides cloud-based solutions to efficiently and affordably manage the entire employee lifecycle; from hiring and onboarding, to day-to-day employee benefits, HR, and payroll management, to employee termination. Businesses of all sizes and industries leverage Zenefits make their lives easier, more efficient and to ensure ACA, HIPAA & ERISA compliance. Zenefits empowers your employees to self-manage their information and the software automates the administrative legwork, sending reminders, notifications, requests, approvals and all the small things that make your business tick.As a former small business owner myself, I understand the pains and frustrations business owners face and don't want to deal with on a daily basis. Zenefits takes those mundane & time consuming HR tasks that fall onto your desk, freeing you up to get back to running your business. You didn’t start a business to do paperwork, now you don’t have to.Key Accomplishments:- Hit quota 12/12 months in FY '18- #1 producing rep in ARR and % of quota- Team Lead and Co-Created new customer upsell division

Zenefits offers a free HR platform that helps automate and/or eliminate the paperwork and headaches associated with HR and managing employees by taking your current existing systems/vendors and consolidating them onto one easy-to-use online dashboard. With 10,000+ clients nationwide, representing over 100,000 employees, and over $1B in health premiums managed, Zenefits provides cloud-based solutions to efficiently and affordably manage the entire employee lifecycle; from hiring and onboarding, to day-to-day employee benefits, HR, and payroll management, to employee termination. Businesses of all sizes and industries leverage Zenefits software to onboard employees, manage employee benefits, set-up / manage taxed advantaged accounts, automate payroll changes, gather and store human resources data, ensure ACA & ERISA compliance, administer time and attendance, stock options, paid time off, COBRA, and much more, all automated. Zenefits empowers your employees to self-manage their information and the software automates the administrative legwork, sending reminders, notifications, requests, approvals and all the small things that make your business tick.As a former small business owner myself, I understand the pains and frustrations business owners face and don't want to deal with on a daily basis. Zenefits takes those mundane & time consuming HR tasks that fall onto your desk, freeing you up to get back to running your business. You didn’t start a business to do paperwork, now you don’t have to.Key Accomplishments:- Top producing rep on team- #1 Producer in training class- Sold more BOR deals in first month than any rep in history of Zenefits- 116% of quota- Exceeded quota every month in role

🔥 Successful Exit -- Acquired for $1.5M In August of 2015 🔥VANsol is a performance improvement company that offers a sales solution that small and medium sized professional service organizations can leverage to differentiate themselves from their competition, bring more value to their businesses, and win more clients. We offer the tools to give our clients the ability to have a different conversation with their prospective clients, a conversation that their competition can’t! We also offer a suite of best in class talent management solutions to help business owners create higher performing workforces, lower turnover, identify and best fit for their organizations, and promote the right people. We test the real person and even help your hiring managers ask the right questions to quickly identify gaps or exaggerations in applicant resumes. Key Accomplishments:- Grew company to 7 employees and 660+ customers- Helped hundreds of small businesses exceed their revenue targets and win more customers than they ever could have expected

As a online marketing specialist at FindLaw / Super Lawyers, a Thomson Reuters business & sister company of West Law, I work with small to medium sized Law firms to help enhance & grow their business through customized Marketing Solutions which include services such as Website creation, Search Engine Optimization, Blog Writing, Video Production, Social Media, Click to Chat, Google Adwords, & Directory Ad Listings on FindLaw.com; delivering qualified lead generation.FindLaw specializes in not just website development but in building a successful online presence for our law firm customers. We’ve created over 15,000 attorney websites nationwide making us the largest website developer in the country and we exclusively work for law firms so we know how to do better than anyone else. The findlaw.com directory gets over 6 million visits a month and provides a great way to put your firm on the first page of Google in thousands of ways people are searching. Please take a moment to check out my personal website and contact me to learn how I can help your firm bring in more quality clients while raising awareness of your firm in Chicago.Key Accomplishments:- Only rep in downtown Chicago territory to make it more than 6 months- Exceeded quota 2013, 2014 and 2015- Board Member of the Chicago SBA- Consultant to Chicago Better Business Bureau helping to create Legal Marketing division

I consult with businesses of all sizes to design and implement top quality employee benefit packages and reduce risk. Specializing in unique and proprietary cost containment measures, formulated over a multi-year strategy to separate myself from the competition. Our agency also offers one of the best customizable wellness programs in the industry with proven methods of reducing long terms costs for our clients. We realize in today’s market, a traditional insurance only broker is not enough, so we assist our clients in other areas of their business throughout the year like HR, Legal, and various employment practices. In addition to my agencies services, I personally have developed strategic partnerships of all industries to streamline, bring value, reduce risk, and cut cost for my clients in all areas of their day to day operations.Better Business Planning has been in business for over 33 years and is listed as a Premier Producer with Blue Cross Blue Shield, a distinction given to only 28 IL agencies. Considering there is a agency on every street corner, that recognition for what we are doing for our clients is something we are very proud of. BBP has one of the largest books of business in IL with over 700 clients, which provides us the greatest market power to be your company’s solution in healthcare. Our success has come from the basics. We put our clients initiatives first and provide unprecedented service.As you can see by the Honors and Awards section below in my LinkedIn profile, my professional success speaks for itself on my ability to provide the appropriate ongoing solutions to my clients. Please let me know if I can be of assistance to your company or to any of your clients.Key Accomplishments:- Set company record for most sales revenue generated by a first-year rookie producer - #2 of 15 producers in sales revenue generated in 2012 - #2 of 15 producers in sales revenue generated in 2011 - #2 of 14 producers in sales revenue generated in 2010

I prospect and consult with medium to large size business' on implementing and rolling out comprehensive employee benefit packages in both the state of Illinois and Wisconsin. I maintain close personal relationships with insurance carriers and correlate those relationships with my clients. When working with Paychex payroll clients, I sell the value of our payroll integration of their benefit plans.Key Accomplishments:- #1 Producer in IL out of 4- #1 Producer in Midwest out of 36- #7 Producer in the country out of 188- Presidents Club- Guest sales trainer to demonstrate keys to success for Paychex Health and Benefits division. - Chosen to make training video showing appointment probing and role play used for new hires at Paychex.

Prospected self employed, independant contractor, and small business owners and worked with them to find the right insurance plans to fit their needs. Clients came from cold calling, referrals, door-to-door, fliers, and direct mailings. I continued to provide outstanding service to all existing clients.Key Accomplishments:- Sales record for most ARR sold in one week- Team Lead- #2 producer in the office in 2006