Asure Software Inc · NASDAQ:ASUR

Asure Software — 2023 Asure Reseller Partner Conference

22 slides from Asure Software's conference presentation, Sep 1, 2023

  1. Slide 1: Asure's Sales & Marketing Playbook

    Asure’s Sales & Marketing Playbook Mike Vannoy & Eyal Goldstein 2023 Asure Reseller Partner Conference

  2. Slide 2: Sharing Our Playbook (Same Products as You)

    Sharing Our Playbook (Same Products as You) Messaging & Product Bundles YoY Bookings Growth ▲ 80% Rep Productivity Tax & ERTC 79 reps 225% + HR Compliance 217% 66 reps 2022 + Payroll & HR 116% 165% = HCM for Growth YoY • ERTC demand 93% $192k/Rep $346k/Rep 84% remains strong; Funds HRC 55% • HR Comp

  3. Slide 3: Content Creation

    e =) EVOLVE Content Creation

  4. Slide 4: Buyer Personas

    Buyer Personas Persona Decision-making Company Size Name Description Needs & Challenges Factors Owner of a startup or local • Simplified payroll • Price 1-10 Small Biz business. Manages operations • Affordable pricing • Usability employees Sally hands-on. • Easy onboarding • Scalability Manager of a

  5. Slide 5: Buyer Journey

    Buyer Journey Potential Content/Service Journey Stage Growing Greg's Actions Information Needs Touchpoints • Notices inefficiencies in current • What are the signs of an • Blogs about HR inefficiencies payroll/HR processes. inefficient HR system? Awareness • Webinars on HR best-practices • Starts in

  6. Slide 6: "Awareness" Content Creation

    “Awareness” Content Creation

  7. Slide 7: "Consideration" Content Creation

    “Consideration” Content Creation 81% of B2B Buyers During the purchasing process, research before talking with a vendor

  8. Slide 8: "Decision" Content Creation

    “Decision” Content Creation

  9. Slide 9: Digital Marketing Feeding SDRs & Inside Sales Reps

    Digital Marketing Feeding SDRs & Inside Sales Reps

  10. Slide 10: Will you…

    Will you… Follow me? Read emails? Watch ads?

  11. Slide 11: Omni-Channel Marketing Campaigns

    Omni-Channel Marketing Campaigns Ad Retargeting Convert? No Yes Asure Sales

  12. Slide 12: Marketing Tech-Stack

    Events Organic Social Paid Email Marketing Tech-Stack

  13. Slide 13: Marketing Funnel

    Marketing Funnel MQL MQL Webinar Email MQL Demo MQL Social MQLs and SQLs MQL MQL MARKETING QUALIFIED LEADS eBook PPC MQL>SQL %  Demographic match  Digitally engaged SQL SQL Social SALES QUALIFIED LEADS eBook  Demographic match  Digitally engaged SQL>Win % and  Agreed to meet with Sales Rep Wins

  14. Slide 14: Measure Every Inflection Point of Funnel

    Measure Every Inflection Point of Funnel

  15. Slide 15: Field Marketing Feeding F2F Sales Reps

    Field Marketing Feeding F2F Sales Reps

  16. Slide 16: Monthly "Purpose Driven Drops"

    Monthly “Purpose Driven Drops” Field sales reps curate a community of referral partners (brokers, banks, and CPAs) and have a ‘purpose for dropping in’ to nurture those relationships every month Monthly, each sales rep:  30 printed articles  30 printed promo cards  30 pieces of Asure swag

  17. Slide 17: Go-to-Market Sales Model

    ® S) FVOLVE - Go-to-Market Sales Model =

  18. Slide 18: Recruiting

    Recruiting  Only Industry Experience  3 rounds of interviews • Hiring Manager • Senior Manager • Panel interview with “Why Asure”

  19. Slide 19: Onboarding

    Onboarding  100+ step 3-month curriculum  Scripted first 2 weeks  In field/On-phone in week 2-3  Self guided courses with regular check-in  Ongoing first year mentorship  Dashboard first year productivity

  20. Slide 20: Commission

    Commission  50/50 leverage  Quarterly based accelerators  ARR driven  Bookings credit at sale  Commissions paid at start (no annuity)

  21. Slide 21: Sourcing

    Sourcing Booking by Source YTD  66% Referrals o CPA, Bank, Broker o Channel partners o Few Payroll/HR demos  17% Sales Sourced o Strategic, cold outreach o Zoominfo  17% Marketing Sourced

  22. Slide 22: Messaging & Bundling

    Messaging & Bundling  ERTC Partners leads: o ERTC + Payroll o ERTC + HR Compliance  Broker and Bank leads: o ERTC + HR Compliance o ERTC + Payroll o Payroll + AdvHR + HR Compliance  Payroll customers o Add: ERTC + HR Compliance o Add: AdvHR + HR Compliance

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