1. captureplanning.com A captureplanning.com publication, © Copyright 2008 We’re changing how people learn about business development and proposal writing captureplanning.com A captureplanning.com publication, © Copyright 2008 We’re changing how people learn about business development and proposal writing CapturePlanning.com Partners Program: Residuals

2. captureplanning.com A captureplanning.com publication, © Copyright 2008 We’re changing how people learn about business development and proposal writing Table of Contents Introduction to residuals Who can get the most out of residuals? How does it work? Examples The benefits of having everyone in the program Implementation

3. captureplanning.com A captureplanning.com publication, © Copyright 2008 We’re changing how people learn about business development and proposal writing Introduction to residuals Residuals apply when you refer someone else who is accepted into the Partners Program and makes referrals, such as another consultant You not only get a referral fee when they join, you get residual fees for any referrals that they make It goes a level deeper. You even get a residual when they refer someone who joins the program. You can collect residuals from people you don’t even know. If you refer enough people into the Partners Program, you could make more from residuals than you do from your own referrals

4. captureplanning.com A captureplanning.com publication, © Copyright 2008 We’re changing how people learn about business development and proposal writing Who can get the most out of residuals? People whose professional network includes a lot of consultants People who place consultants or do large engagements where they bring in other consultants

5. captureplanning.com A captureplanning.com publication, © Copyright 2008 We’re changing how people learn about business development and proposal writing How does it work… Normal referral fees – 20% of what a customer purchases from CapturePlanning.com – This would apply to the membership fee of a consultant you referred to us Residual fees – 10% of any referrals made by the Partner you originally referred Second level – 5% on any sales made by a Partner referred by the Partner you originally referred

6. captureplanning.com A captureplanning.com publication, © Copyright 2008 We’re changing how people learn about business development and proposal writing Examples You refer Sally and get 20% when she joins. She refers Jim (a consultant) and several customers. You get 10% of their purchases. Jim sells to his customers. You get 5% of their purchases. If you: – Refer 4 consultants/resellers… – And each refers 4 more who in turn make 4 sales… – If each referral purchases 1 Premium Membership to CapturePlanning.com – Then you end up with $2,800 in annual residuals ((500 x 4) x.20) + ((500 x 16) x.10) + ((500 x 64) x.05)

7. captureplanning.com A captureplanning.com publication, © Copyright 2008 We’re changing how people learn about business development and proposal writing The benefits of having everyone in the program It improves your branding. Everyone on your team is recognized by the best source for information on improving business and proposal development. The process and tools are all documented and verifiable. You have the lowest risk offering. Everyone on your team is familiar with the same proven process and techniques. You all have insider access to the largest resource that exists for proposal development. You offer a better value proposition. You don’t show up empty handed. You are more efficient. Everyone has the right tools and is on the same page, right from the start. Everyone performs to the same quality standards. When your customers also become members, you have a much higher “leave behind” value. You have discriminators. You are not just a consultant trying to sell your qualifications. What you offer is more tangible, verifiable, and recognized than anything your competitors can offer.

8. captureplanning.com A captureplanning.com publication, © Copyright 2008 We’re changing how people learn about business development and proposal writing Implementation 1.Join the program – Everyone accepted into the Partners Program automatically receives residual fees when they refer others into the program – The Partners Program agreement addresses residuals as well as referrals 2.Refer other consultants into the program – Have them contact diane.dickson@captureplanning.com – Require those you place to become Partners. It will benefit your brand. – Encourage them to make referrals. You benefit financially when they do. 3.Reap the rewards

9. captureplanning.com A captureplanning.com publication, © Copyright 2008 We’re changing how people learn about business development and proposal writing More Information Home page: http://www.captureplanning.com Partners Program: http://www.captureplanning.com/partners Email: diane.dickson@captureplanning.com