Gordon/FMS Partnership Proposal

Partner P

Ian Gordon & F

Proposal

FMS Advance

CURRENT LEAD GENERATION EFFORTS

- Live Transfers
- Licensed and Insured for $2 Million+
- San number holder and DNC list
approved, registered with FTC

- Mobile Search
- Website Forms
- Social Media
- Google Maps
- Search Marketing
- Word of mouth Promotions
- Video Marketing
- Data Partner Relationship
- Direct Mail
- TV/Radio Media Buy
- Email Marketing
- Newspaper Advertising

Qualifications and Value

BENEFITS FOR FMS

- Improved Lead Flow Process
- Internally generated, exclusive leads
- Increase lead volume
- An In House resource dedicated exclusively to FMS familiar

with company details & requirements
- Ongoing branding and promotion
- Lead flow/management support, spot checking and call

monitoring
- Lead massaging by re-engaging leads through dialer to

increase conversions - Constant script upgrading based on
results (front end & on hand off)
- Internal Call Center (wholesale pricing)
- HR Employee Management

- YouTube
- eBooks
- Facebook
- Twitter
- Instagram
- LinkedIn

Social Media Buildout

Over a 12 month period, we will grow a team of 40 ag
and managing.

- Increase agent recruitment for closer agents
- Increase internship new hires
- Enhance the brand to help with recruiting eff
- Create and update training materials for curr

HR Recruiting

gents. This will including recruitment, hiring, training
s
forts
rent and new hires

We will budget $1,000 in marketing p
Spend of $4 over a course of 4 mont

For example, a $20,000 marketing b

? $40,000 in October 2016
? $20,000 in November 20
? $10,000 in December 20
? $10,000 in January 2017

Budget & Projections

per agent, with an expected Return on Marketing
ths, with an average breakdown as follows:

budget in October, will deliver the following results:

6
016
016
7

Marketin

This will be a 1099 Contractor relationship compensated with
generated from marketing. A company vehicle (of my choosin
for 1 year and cover setup and initial costs to include but not li

? CRM setup and integration
? Upgrade social media
? Update website
? Building out fully functional lead generation forms, with
? Build out online application lead funnel pages
? Commit to be In office 3 days a week for 1 year, availa
? Available 7 days a week via email and phone for suppo
? Manage HR recruitment pipeline launch
? Routine marketing analytical reporting on which lead so
? Manage Email marketing campaign calendar for outrea
? Build out of marketing assets
? Marketing build out of collateral material (pamphlets, tr

Within year 1 of our partnership, there will be no additional com

ng and Connectivity Partner

a onboarding stipend budget + 15% of revenue on all deals
ng), $40k signing bonus stipend will solidify a commitment from me
imited to:

h phone validation
able for meetings, in office networking and marketing responsibilities.
ort
ources have highest conversion rates
ach to past MCA carrying businesses as well as new leads
raining materials and ISO partner recruitment)
mpensation provided outside of revenue share.