B2B Sales - Membership Tiers

B2C Sales

Account Executive

Account Executives are professional inside sales communicators with excellent follow-up and organizational skills. Role responsibilities include:

• Closing scheduled calls and live calls from outbound efforts on one call; the AE role is a “closer” type of highly transactional sales role.

• Prospecting for new clients with outbound and inbound phone calls, text messages, and emails.

• Effectively communicate and educate the features and benefits of AdvisoryCloud’s membership and platform while following a proven sales script

• Meet departmental sales expectations of monthly revenue generated from sales activities, while maintaining targeted KPI’s and customer satisfaction rates.

• Additional tasks, duties, or special projects as assigned.

Overview: B2B Membership Tiers

B2B Membership Tiers are different Digital Advisory Board options for a team or company.

Each service tier comes with:

• A digital secure portal to the company’s digital boardroom.

• The ability to create unlimited content.

• Access to our network of over 13,000 advisors

All B2B Tiers include:

• Up to 200 person advisory board.

• The ability to invite advisors to join their advisory board.

• The ability to post questions and updates directly to their advisors at any time.

• The ability to Search & Request Meetings or Introductions from Advisors.

• A Complimentary Premier Onboarding with an Individual Account Manager.

• 1 Board Owner seat to manage the Digital Advisory Board.

B2B Membership Tiers Unique Identifiers. The unique thing about each B2B Membership Tier is:

• Price

• Whether the company would like to be listed publicly in the Directory or be Private so Advisors can only join their digital Advisory Board by invitation.

• The number of additional seats the company has to allow Non-Board Owners to help manage their advisory Board. These could be Assistants, CFO’s, Co-Founders, and more.

B2B Purchasing Channels - Who will be selling:

• All B2B Membership Tiers will be sold by B2B Business Consultants as a Close on Call or Close After Contact in Salesforce.

• The next Membership Tier level can also be sold by a Member Services B2B Account Manager as an upgrade during the Onboarding Call.

• Companies can also upgrade directly on the platform.

B2B Membership Legacy Plans - Grandfathered-In Plans

• All existing companies will be grandfathered into their current pricing and receive all the Services included for all B2B Tiers. This is called the Startup Membership Tier. The price is $995 per year, billed annually or quarterly.

• This Tier does not include any additional non-board owner seats and only has a Public option.

• B2B Business Consultants will not be proactively selling this Tier but will honor the previous pricing on a case-by-case basis as a close-on-call.

The difference between a Board Owner and a Non-Board Owner:

• Board Owners are the main contact in Salesforce and Recurly. They are typically the Founder and CEO of the company and/or a high-level decision-maker.

• Board owners have full access to the Digital Boardroom and can make any updates to the Account Settings including updates to the billing information on file.

• Non-Board Owners are intended to be Company members who assist in managing the Digital Advisory Board.

• Non-Board Owners can be assistants, CFO’s, COO’s or anyone else the Board Owner enlists to help manage their company’s Digital Advisory Board.

  • • Think about it as our CEO, Jonathan, inviting Dallas or Chris to help manage AdvisoryCloud’s Digital Advisory Board. Externally we will call them Board Owners and Company Members.

Reasons a company would be Public:

• Because they’re interested in gaining access to our entire network of over 13,000 advisors.

• Companies choose to go Public to get a diverse group of opinions from different types of people, at different career levels, and in a format where the best ideas can surface to the top.

Reasons a company would be Private:

• Some companies do not wish to be listed in our Public Company Directory in order to be more selective about the Advisors on their board - and therefore choose to remain Private.

• Advisors can join Private Digital Advisory Boards by invitation-only.