Central Atlantic – Ohio Chesapeake LCT
Prepared for: Jennifer Crist For: Anita Makhija Women’s Healthcare Specialist
October 1, 2009
Jamie Gorsuch Interventional Account Specialist CLP Program
Jamie Gorsuch – Core Values • Unyielding Integrity…commitment to transparency, doing what’s “right”, and building a credible reputation through owning my results •
Strategic Focus…understanding a customer’s business strategy and
matching it with what GE’s portfolio can provide •
Customer Focus…passionate about fighting for the customer…and
delivering a complete and unique solution •
Team Player…experience working in teams lends me instant
adaptability in the field •
Creativity…respect standardized processes but continue to search for
innovative ways to solve problems and tackle customer needs •
Adaptability…comfortable being “the new kid”, learning on the go, and
fitting in to new surroundings
Jamie Gorsuch Interventional Account Specialist CLP Program
Jamie Gorsuch – Summary of Qualifications Key Accomplishments – Phase III – Ohio Funnel: $15,600,000 Goal: To make sure all my customers at a minimum involved GE in the sales process Actively managed deals within all modalities for accounts: X-Ray, Invasive, CVIT Broke into Adena Health System – First GE Interventional purchase installing CardioLab IT 6.8 Managing Ohio Territory in the absence of full time IAS – picked up midstream to continue advancement of GE portfolio Developed a strong knowledge of the GE Healthcare culture and processes - Sales Processes & Tools – , SWB, EOM, Miller Heiman -Sales Resources – Specialist Team, DOS, FSAM, HSAM, PjM, Collaborative Partners And Marketing
Jamie Gorsuch Interventional Account Specialist CLP Program
Jamie Gorsuch – Summary of Qualifications Key Accomplishments – Phase II – Waukesha, Wisconsin
Product knowledge - Completed classes for all modalities Negotiation, presentation and sales skills training Participated in sales cycle role plays Created CLP Alumni Association Interventional NPS Lead – worked to improve overall customer satisfaction with DI, Applications and Buc Established NPS dashboard to unify XR and Invasive metrics Key Accomplishments – Phase I – Kentucky
Shadowed sales reps, installation specialists, product specialist, field engineers, applications specialists, RSM, DOS, HSAM, FSAM Observed procedures for all modalities in a clinical settings Began developing knowledge of GEHC product offerings
Jamie Gorsuch Interventional Account Specialist CLP Program
Strategic Plan – Territory Prework Administrative 1. Organize & Establish Home Office 2. Obtain Zone Contact List, Org Charts, Meeting Schedules (AMT, BMC, etc.) 3. Meet with DOS and distribute contact information to Field Engineers 4. Update and manage SWB for greater accuracy and visibility Territory Briefing – Equipment Opportunities & Service Issues 1. Analyze accounts and backlog Account Prioritization, Segmentation, Territory Maps Roadmap for in-process deals – Sales Manager, Specialist team, SWB Installed Base Review – Specialist Team, DOS, FEs 1. Identify any “HOT” customer issues – installations, service problems Team Building 1. Send e-mail & voicemail introductions to “One GE” team 2. Develop a plan to meet the entire team and become fully integrated 3. Arrange monthly update meetings with FEs and DOS
Understanding the Team and the Territory Jamie Gorsuch Interventional Account Specialist CLP Program
My Current Portfolio and Management Strategy 1.
Divide Accounts into different segments of Prioritization based on size, number of opportunities, and openness
A Acounts St Ritas Adena Cincinnati Childrens Christ Hospital VA Cincinnati Springfield Regional
20% Of Time
2. Prioritize and Schedule accordingly to maximize return value
C Accounts Blanchard Valley Berger Hospital CMH Deaconess Jewish Cincinnati
50% Of Time
30% Of Time Meetings
3. Monitor meeting agendas and future actions to remain customer focused and on task
B Accounts Good Sam Mercy - Fairfield Mercy - Andreson Baptist East U of L
Objectives Of Meeting
Outcome Of Meeting
Next Steps
Key Learning
Monday: Home Office Day Tuesday:
Springfield Mercy
Quote is in hand, urgency of Discuss ACC Upgrade quote and implementation is understood for July 1st intro. go live
St Rita's
Verification of ACC reporting
Customer follow-up for Admin reporting errors, invoice issue and service contract verification Get a quote completed and not using the MacLab for reporting. Found look to setup site visit based out there is a Q4 XR opportunity on their request
ComboLab Upgrade
Get a meeting with Jill Jacobs (Dir Cath), she was out and Discussed 6.8 changes to Invasive need to present and discuss products. Need to send updated quotes for quote options with her and both ComboLab and CardioLab PACS Admin
Blanchard Valley
Jamie Gorsuch Interventional Account Specialist CLP Program
Customer has some small issues that are mounting, taking those problems off their plate will help you build credibility They are part of Hospital system. Good resource to find out details pertaining to sister facilities Customer's want info typically via email. Take these opportunities to setup another meeting and deliver in person so you can pitch the product.
Portfolio Adaptability and Flexibility Taking responsibility for Full Territory… 1.
Modify Account List and Priorities
2.
Change time allowances per account and engage all specialists in all deal stages
A Acounts OSU Adena ST Ritas Christ Hospital Springfield Regional Mary Rutan Mount Carmel Nationwide Childrens Christ Hospital University Hospital Cincinnati Cincinnati Childrens
B Accounts Good Sam Mercy - Fairfield Mercy - Andreson Doctors Grant Medical Bethesda North Mt Airy UVMC VA Cincinnati Nationwide Childrens The Toledo Hospital
10% Of Time 20% Of Time
C Accounts Blanchard Valley Berger Hospital CMH Deaconess Jewish Cincinnati Riverside
70% Of Time
Overall Goal: Close $500K in Business by December 18th Jamie Gorsuch Interventional Account Specialist CLP Program
Strategic Plan – 30 Days Team Communication 1. Matt Chiminski – Meeting to discuss goals and objectives and develop a growth plan. Review past performance of territory 2. Specialist Team – Review expectations and strategies for each account 3. Transition Plan – Organize and communicate introductory meetings for all accounts 4. Bi-weekly call to the field engineer team and DOS – communicating my schedule 5. Relationship building with service team, work together to gain account insight 6. Determine FE coverage for each account Relationship Development and Account Maintenance 1. Meet All of My Accounts Deliver introductory letter and business card Understand past relationship and set expectations Learn about the customers organization – decision-making process, organization chart, installed base, strategic goals 1. Provide a timely resolution to “HOT” customer issues – Call and visit ASAP 2. Effectively manage my backlog – Attend installations and applications whenever possible 3.
Identify and prioritize open opportunities Teamwork Adapt to the short-term Team and Demonstrate
Jamie 4. Gorsuch Meet with HFS to begin to understand level of C-Suite relationships with GE Interventional Account Specialist CLP Program
Strategic Plan – 60 Days Team Communication 1. Review progress with Matt Chiminski and Specialist Team – Discuss developmental needs 2. Maintain mentor relationship with Andrea Oser 3. Keep in contact with external mentors (Richard Merkel) 4. Continue regular communication touch points with service team – weekly call Territory Development 1. Qualify accounts for potential upgrades or other opportunities 2. Identify Existing and Expiring Service Contracts and GE HFS Leases 3. Show value at accounts not currently in the sales cycle through education and GE Value Adds 4. Develop “Blue Sheets” for top five deals to identify buyer types and red flags 5. Continue developing new relationships each time visiting an account 6. Understand the competitive landscape affecting accounts – local news, websites, etc. 7. Join local organizations and do thorough local market research – ACHE, etc. 1. Prioritize accounts - Identify A, B, or C – schedule follow-up meetings 2. Establish and record frequency of visits – schedule customer touch points Account the Process 3. Continue to followLeading up on anythe previous issuesand to ensure resolution Jamie Gorsuch 4. Move deals toSpecialist close Interventional Account CLP Program
Strategic Plan – 90 Days Team Communication 1. Gain Feedback – Matt Chiminski – Identify strengths and developmental needs – create an action plan for improvement Specialist Team - Funnel Management, Strategic mindset, territory growth opportunities 1. Contribute to the team through a “Champion” role – i.e. Training Champion 2. Utilize all GE team members – Amersham, U/S, Monitoring, RAM, FE Territory Development 1. Focus on growth areas – Organic growth by leveraging an aging installed base, Independent Hospitals, IDN’s, Govt and University 2. Penetrate competitive accounts – provide value beyond GE Equipment (Market at a glance, HFS solutions, etc.) and differentiate myself as a sales rep 3. Continuous Learning – understand competitive offerings and develop strategies to win Account Maintenance 1. Re-evaluate account management priorities and strategies 2. Actively discuss the total value of GE with customers – equipment, service, and finance Delivering Results 3. Develop 5-year plan with key accounts Jamie Gorsuch Interventional Account Specialist CLP Program
Jamie Gorsuch – Value Adds Builds Strong Relationships – Internally and with Customers Passion for Continuous Learning Business Oriented – Understanding the impact on the bottom line – internally and externally Strategic Mindset – Creating a path to win Communicate Effectively – keep everyone involved Results Driven – Loves to win Team Player and Team Builder! Jamie Gorsuch Interventional Account Specialist CLP Program
Process-Oriented – Organization Tools Account Management Form
Jamie Gorsuch Interventional Account Specialist CLP Program
Process-Oriented – Organization Tools Strategic Selling Tool – Identifying “Red Flags”
Jamie Gorsuch Interventional Account Specialist CLP Program