38 years, Married(two children), Business Coach
A Financial Advisor for 18 years, Dereck has a of business includes about 100 clients, and $120 MM in client financial assets. Dereck is most comfortable with “old school” systems & processes, but is open to new tools & technology if they can help him grow his master classes business
"I’m a busy guy. I’m looking for products that I can easily explain to my clients & allow me to quickly close a sale."
Derek's Goals: Build strong, long-term client relationships .To sell tickets for master classes, by being knowledgeable and skilfully guiding conversations and check his statistics.
28 years, Married(one toddler), Event Manager
Clair's always busy with several upcoming weddings or corporatises, though even has no time for her family. Free using modern technology: iPhone, MacBook, iPad and knows well Software to help her organisation. Wants to get all notifications and be sure that getting exact feedback as promised for her customers. Extremely needs social sharing and be able too from her iPhone statistics for each Event.
"I don't want to wast my time for getting to cafe and search for wi-fi to get into Facebook or any other sites to know number of attenders or social spreads."
Clair's Goals: Get more spread for her Events and give the exact statistic's for each presenting to current and possible clients. And avoid hiring secretary or support manager.
24 years, Not married, Postgraduate
Monica's graduated from Psychology faculty and wants to become Psychology Scientist. Time after Postgraduate work and learning prefer to spend with her friends(or search for new connections) on new trendy places. Also not against to get more new information in other spheres and grab some of her fellows on it.
I can't say that I'm a party person, but I do enjoy getting new people and having fun with my current friends. It can be anything: clubs, cafes, libraries, flash mobs or any cultural exhibition.
Monica's Goal: Be notified in any upcoming cool events and be sure that her friends will know about it and may come there.