Sample- STG Presentation

CORPORATEOVERVIEW

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The Initiatives

The Products & Pricing

The Journey

The Market & Competition

The Traction

The Offer

The Timeline

The Team

The Need for STG

About Us

Contents

CONTENTS

STG helps construction, trades & building material professionals increase profits and predict revenue with proven sales systems. STG is the #1 sales growth & transformation platform.

ABOUT US

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OVERVIEW

The Industry They Serve

The Clients They Help

The Team That They Lead

We Exist to Transform:

CONTENTS

The Individual First

STG Purpose

Material and labor shortages are impacting sales

CONTENTS

Sales teams are paying a heavy price for it with:

Inaccurate forecasts Lower win rates Increased acquisition costs Long, expensive sales cycles that go nowhere

Many sales professionals saw their pipelines diminish in 2020 as a direct result of the global pandemic

The Need for STG

Accessing the right stakeholders in a virtual setting remains a challenge

Typically, they are a family business without business or sales processes

Existing sales processes and methodologies need to be updated or supplemented with virtual selling adaptations, skills, and techniques

President

SVP Business Strategy

COO

Founder & CEO

Adam House

Bill Joll

Keith Knutter

Ryan Groth

CONTENTS

The Team

CEO Kingdon Roofing Systems

Daniel Young

CEO Ryno Strategic Solutions

Chris Yano

Board President, National Christian FOundation of South Florida

Stephen Tchividjian

CEO Company Cam

President - KPost Roofing

Founder, Fin Tech - Squeeze

CEO Beldon Roofing

Luke Hansen

Steve Little

Elias Jentis

Brad Beldon

CONTENTS

Industry and Tech Veteran - Advisors

Clinic Director, Genesis Physical Medicine

Mike Rosenblum

Owner Henry Carlson Construction

Henry Carlson

Founder & CEO Brandstar

President Danco Roofing

CEO Avco Roofing

Principal, T R Stone Consulting

CEO A&A Paving

CEO K-Post

CEO Rackley Roofing

Mark Alferi

Heath Hicks

Keith Post

Todd Eichholz

Chris Sutton

Tom Stone

Daniel Becker

CONTENTS

Industry and Tech Veteran - Investors

CONTENTS

The switch to MRR and 2 year Deals

Mar 2022

STG Timeline

One Year Deals

Aug 2020

Service Accelerator

Oct 2021

STG Coaches

Jun 2021

Residential Sales Accelerator

May 2022

103 Cleints on new Pricing Plan & $50k in MRR

Dec 2022

Roof Warrior

Online Course with one time payment & 36k Mastermind

Monthly Reatiner

Feb 2018

Oct 2018

Feb 2022

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Ongoing reinforcement, tools and strategies to drive adoption of coaching content and integrate coaching outcomes into the sales organization’s technology and tools

Ability to deploy strategies and tools including automation, machine learning and artificial intelligence (AI)

Tech Enabled Customized training approaches, content and delivery to meet client specific needs

Scalable deployment models to coach on-site and remote delivery using innovative, synchronous and asynchronous delivery methods and modalities

Provision of assessments, messaging adjustments and vision setting before coaching

The Offer - Tech Enabled Coaching

CONTENTS

ANALYTICS

Serve diverse set of clients supported by the breadth and depth of expertise

QUARTERLY REVIEWS

ONLINE COACHING

ONE-ON-ONE AND GROUP COACHING

SUBJECT MATTER EXPERTS

Coaching as a service

CONTENTS

Help transform family-owned business that are not technology or business process savvy into modern day entrepreneurs.

A huge untapped opportunity in many building material and construction companies is growing existing accounts. We’ll teach your sellers how to successfully cross-sell and upsell the full suite of your company’s capabilities and grow your accounts.

To succeed in building material and construction sales, you need your team to bring their A-game day in and out. We’ll help you build a team of top performers and culture of sales success, so you don’t just meet your sales goals – you consistently beat them.

From prospecting and consultative selling to negotiating and closing, your sellers need the right skills to succeed in sales. We offer a full suite of sales training programs to give your team the skills they need to consistently find and win new business.

STG Platform Value Proposition

BUILD A TEAM OF TO PERFOMERS

INTEGRATE AND AUTOMATE BUSINESS PROCESSES

GROW KEY ACCOUNTS

BOOST SALES SKILLS

CONTENTS

STG Traction

Ideal Customer Profile

• Annual Revenue: $5m-$10M
• No. Employees: 5+ sales staff
• ContractingSectors:
• Roofing
• Paving
• Painting
• Stone/Marble Fabricators
• Landscaping

• 600+ Clients
• Transition from person to platform
• 12 paid Partnerships (40 in network)
• 40 plus sponsors
• #1 Event for Growth minded contractors

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CONTENTS

Case Studies

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CONTENTS

In addition the Global Learning Management system market is projected to grow from $13.38 billion in 2021 to $44.49 billion in 2028 at a CAGR of 18.7% in forecast period.

2022 Coaching Trends (source profi.io)

• Accelerated and Dynamic Virtual Coaching
• Integration of Digital Assistants and AI for all
• Screen Recording Tools meet AI for Repurposing Knowledge
• Learning Management Systems Meet CRMs and Services
• Screen Recording Tools meet AI for Repurposing Knowledge
• IPEC research shows that 9% of people and businesses who hire a coach say they are "happy or extremely satisfied," and 96% say they would do it again. The pandemic altered life as we know it and turned around the coaching industry.

Business Coaching Market Size

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CONTENTS

• According to CSO Insights, sales coaching has had the greatest impact on win rates and quota attainment over the past five years;
• Aberdeen Research notes that companies that provide real-time, deal-specific coaching increased revenue by 8.4 percent,a 95 percent improvement over companies that don’t provide the same level of coaching.
• Research from the Sales Executive Council shows that sales coaching can boost long-term performance by upwards of 19%.

• In addition to Learning Management Systems, the market size of the Coaching Industry is $14 billion in 2022 with a total of $7.5 billion worth market value in the US alone. Moreover, according to PwC, the Coaching Industry was the second fastest growing sector in the world.
• Overall US private construction spending in 2020 values at $1.11 trillion.
• The commercial construction revenue hit the $235 billion-mark last year
• Women own 13% of construction firms
• 20% of all US construction projects occur in just 5 cities

Additional Market Stats and Data

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CONTENTS

Competition

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CONTENTS

• Coaching Competencies
• Custome Company Sales Training in Platfrom
• Recruiting Funnel and New Rep Ramp Process
• Technology for Presnetations, Proposals and Automation
• Recording and Coaching Live Calls
• Advanced Training & Reinforcement

OPTIMIZE

45 DAYS

• Completion of Training
• Achievement of Milestones with the Role
• Dashborad for Salespeople and Departments
• Industry Benchmarking
• Checkpoint Evaluation

MEASURE

90 DAYS

• Sales Organization Health
• Accountability, Camaraderie, High Performing Habits
• A Culture of Growth and Training

TRANSFORM

90 DAYS

• Sales Process
• Sales Competancies
• Sales Leadership

TRAIN

90 DAYS

ANALYZE

45 DAYS

PLUS-level Clients STG Coach works with client through all phases to analyze, train, transform, measure and optimize the performance of the team.

CORE-level Client Engagements STG Coach works with Client during Analyze phase to objectively evaluate current sales team and facilitate vision & objectives planning.

A.T.T.M.O. process provides the guidance and accountability our clients need to transform their companies.

The Transformation Journey

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CONTENTS

COACH

• Inspires
• Supports
• Fulfills

SME

• Teaches
• Builds
• Inovates

ACCOUNT EXECUTIVE

• Consults
• Leads
• Transacts

STG Client Support Ecosystem

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Suite of Products

RECRUITING ACCELERATOR

EXECUTIVE ACCELERATOR

Learn how to recruit, screen, onboard rock stars to grow your sales team

SERVICE ACCELERATOR

RoofingSoecific

Residential

Commerciaal

RESIDENTIAL SALES ACCELERATOR

ROOF WARRIOR

SALES ACCELERATOR

Learn how to use our proven to significantly improve the performance of your sales team and sales leaders

CONTENTS

Learn how to expand your revenue stream with recurring revenue from maintenance and service

Learn how to improve your leadership competencies and business stratgies to help imaximize your campany value

CONTENTS

PERFORM Sales Team Training & Sales Leader Coaching

STATCAST Sales KPI Dashboard

GAMETIME Sales Process Management

COACH FOCUS Salesperson Competency Development

TEAMBUILDER Sales Recruiting Process Automation

STG Provides a suite of enabling tools that supplement our training & coaching services. Each platform is designed to help business owners & sales leaders drive the adoption of best practices in sales.

STG Technology Stack

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CONTENTS

Pricing Model

Pricing:

• Additional $ - for Sales Leader Coaching and Implementation - 1 year

Additional Elements

• $per salesperson coaching per session - 6-month commitment
• $– Private group coaching

Pricing:

• Perform – LMS - $
• Onsite Kickoff - $
• Monthly subscription - $/month/site - Core
• Monthly subscription - $month/site - Plus

Pricing: - 1 Year commitment

• Perform – LMS - $
• Onsite Kickoff - $
• Monthly subscription - $/month up to 15 users
• Additional Products at $/month
• OMG evals - $500

PRICING

• All CORE Premium Coaching services and:
• Dedicated STG Sales Coach
• Facilitated Team KO/Annual Sales Team Meeting
• Complete Annual Sales Plan
• Monthly Sales Leader(s) Coaching Session
• Monthly Team Performance Tracking

• Access to STG Online Coaching Platform
• Email Support for Questions on SA Course
• Updates to Course Tools & Templates
• Monthly Sales Team Coaching Session
• Special Discounts & Offers from STG partners

• Access to STG Online Coaching Platform
• Email Support for Questions on SA Course
• Updates to Course Tools & Templates
• Monthly Sales Team Coaching Session
• Special Discounts & Offers from STG partners

PREMIUM COACHING

• 2 Group Coaching per month with SME
• One on One Coaching – see Coaching Journey

Group Coaching calls per week: Baseline Selling (2x), Sales Leader Only & Sales Warrior

Group Coaching calls per week: Baseline Selling (2x), Sales Leader Only & Sales Warrior

SUCCESS SERVICES

Other PLUS Products

Service Accelerator (CORE/PLUS)

Any CORE Sales Product

PRODUCT

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CONTENTS

Extensive investment in Partnerships and Marketing Online Product

• New Product Development: Paving Accelerator
• Revision of Existing Products

Go to Market

• Localized coaching services in key markets nationwide

Technology

• Expert Systems tools to sharpen skills during the workday
• AI Deep Learning “Flight Simulators”
• Quasi-real time Communication monitoring & learning to improve client interactions
• Advanced business analytics

Services

• Real time sales Coaching as Service

2024 Initiatives

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CONTENTS

• Raised $1.8M from Preferred Equity on $10,000,000 pre-money valuation
• Switched MRR per user model in May 2022 and further refined in Dec 2022
• Average ACV of $24,000
• Upgraded to new best in class technology platform
• Introducing internal and client analytics/visualization tools
• Introduced the STG Tech Essentials Stack
• Gametime
• CoachCRM
• Statcast
• Aggressive growth plans for 2023
• Series A funding

Summary

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CONTENTS

22Startup 1build raises $14M to help construction companies manage cost estimates Agora Raises $33 Million to Reinvent Commercial Materials Procurement in Construction Buildforce Closes $4M Financing to Continue Rapid Growth Doxel raises $40M from Insight, a16z to become the ‘Waze for construction’ – TechCrunch Insurtech Shepherd Announces $6.15 Million Seed Funding ServiceTitan Acquisitions FieldRoutes (Jan 2022), Aspire (Jun 2021), ServicePro (Feb 2021) JobNimbus - Lehi, Utah-based home services software company, raised $53m in funding Leap Acquires JobProgress: CRM, Project Management, & Sales Enablement with One Technology Provider People.ai raises $30 million for AI sales analysis Chorus.ai raises $33 million for AI that listens in on sales calls

Activity in the Market

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