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YourSoftSkillsConsultingSolution

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TABLE OF CONTENTS

ABOUT US .....3

UCR OVERVIEW ...4

FIND THE RIGHT PEOPLE & GENERATE INTEREST .5


. List Acquisition ...5
Lead generation & customer Engagement ....5
Diagnostic Tools & Training Needs Analysis .6

MEET THE NEED & SHOW RESULTS ..8


Library of Workshop & Related Materials ...8
Full Compliment of Assessment Units ...10

MAINTAIN & GROW THE RELATIONSHIP .12


UCR eNewsletter ...12
Webstore .13

A Day in the Life of a UCR Consultant..


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ABOUT US

The HRD Performance Technology Group (PTG), a division of HRD Press, is dedicated to
building the business of independent, small practice soft skills consultants. As a PTG
member, we promise to be more than a supplier to you, we are the partner that you need
to build your business every step of the way.

Our goal is to help you build your business from the earliest stages of finding clients
through fulfillment of services and maintaining client relationships.

At PTG, we dont require you to hold inventory that you may or may not sell. Thats not a
partnership, and long-term partnership with you is our mission. PTG does not prevent you
from joining other networks. Thats your choice not ours. We feel the best way to earn
your loyalty is to simply provide you the best products and services in the industry
packaged for you in a way that you can use right away. We feel that we have found the
perfect balance between supplying you with all the materials and services you need while
giving you the flexibility to customize it, so you can provide superior performance to your
clients. When your business grows, ours grows. It is truly a win-win-win situation.

Along with having staff & resources dedicated solely to supporting PTG consultants, you
will have instant access to a 10 million dollar library of training workshop materials, state
of the art marketing solutions and other services that can get you up and growing in a
short period of time. And with our dedication to your growth you can be assured that we
will continue to provide you with the very best products, solutions and services in the
future.

HRD Press, Inc. is the largest off-the-shelf publisher of soft skills training material in the
world. With over 800 products including books, training courses, print assessments,
online assessments, training aids, workbooks, and videos covering over 50 subject
areas like: Leadership, Management, Team Building, Coaching, Conflict Resolution and
more. HRD Press is truly a training superstore.

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UCR OVERVIEW

Welcome to The Ultimate Consultants Resource, a customizable toolkit for your soft
skills consulting business. The UCR will provide you with everything you need to run your
business, from lead generation to diagnostic tools, workshop materials, assessments and
back-end marketing resources for relationship maintenance.

We have put together a package that supports you throughout the complete consulting
lifecycle. As a small- or mid-sized consulting firm, you are in competition with large
organizations that have flexible and far-reaching resources for lead generation, marketing
tools, workshop and training materials and client relationship resources. With the new
UCR, now you do, too!

Simple and Effective Lead Generation


Pick and download a list of quality names Quick & Easy. Viola! Youre Done!
Automated top-notch online marketing program. One Click is All It Takes!
Branded web pages, letters, & promotions designed to generate interest!
50 free leads and guidance on building a highly profitable lead generation list
Free online training sessions on systems & best practices!

Turn Leads into Customers


Entice prospects to sign up for your FREE reports, assessments, or other offers!
Offer extreme discounts up to 90% off - on the hottest new books and programs
Conduct a free corporate-wide needs analysis quickly and easily!
Track response rates & click-through information, and follow up instantly!
Custom branded & stocked web-store and assessment center!

Turn Customers into Lifelong Clients


Enjoy access to a $10 million soft skills library!
Automatically match prospects needs to the correct product
Provide measurable results with the Gap Analysis and prescription
Stay in front of your clients & prospects via your highly interactive newsletter!
Choose from between 1,000 to 10,000 online assessment units!
FIND THE RIGHT PEOPLE & GENERATE INTEREST

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Finding the Names that Help You Get Started
Your UCR supplies you with a superior List Acquisition Tool, in order to give you a jump
start. We have negotiated an arrangement with Jigsaw, a unique online business listing
directory.

Jigsaw is different from most other list generation vehicles in that


you are able to drill down to exactly the kind of leads that match
your market. Leads are updated and added daily! This program
emphasizes not just list acquisition, but acquisition of leads that
are most likely to become clients. Jigsaw only accepts confirmed
information, and you are given a complete business card, not just
an email address.

At this stage, you will also want to add your own contacts to the
system. Dust off your list of contacts or cull through your email
address list. These are also important to add into your marketing
activities. As you read further, you will find out that they can all
be utilized in a number of ways. This multi-pronged approach is at the core of the UCR,
and your business success!

Generating Leads & Engaging Customers


All good marketing campaigns begin with a good list, but the next step is turning those
lists into leads. Large organizations have access to the tools needed for making offers
and rolling out substantial marketing campaigns. The "big firm" advantage has
disappeared.

Combining this list with your own personal contacts into our online eMarketing system,
you will be able to invite all of them to receive your customized eMarketing offers and
invitations to engagement.

FIND THE RIGHT PEOPLE & GENERATE INTEREST


FIND THE RIGHT PEOPLE & GENERATE INTEREST

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There is no limit to the number of offers you can create or send in this system. Follow-up
emails are fully customized to your business, and are automatically generated. Best of
all, the first 5,000 contacts are free with the purchase of the UCR!

Newsletters, free reports and free online assessment trials


are proven marketing promotions but can be a resource
drain, out of reach for most independent consultantsuntil
now. Turn prospects into customers by making offers of free
industry reports, newsletters and assessments. All of these
are added to your eMarketing system, and are ready for you
to send out. PTG supports your campaigns by providing all of
the content and the communication vehicle itself. These offers
give you a segue for client communication, provide real value,
and build your bank of marketing leads at the same time.
Providing you better results, using less of your time and
money!

Moreover, you will be able to send any kind of communication to your clients or potential
clients; one of our high-impact email promotions, one of your webinars or an event
invitation, or create a marketing piece of your own and deliver them through our system.

The eMarketing system is a complete list management system which provides a variety
of predesigned templates, so you can create professional messages with ease! PTG is
committed to helping you build and manage your contacts list, and in turn, build your
network of leads and expand your presence in the market.

Diagnostic Tools & Training Needs Analysis


Once you begin to use the eMarketing system, you will have generated or reinvigorated
customer leads and business relationships. Now, how do you connect customer
engagement to a purchase of products and services? When your opportunity arises, how
do you begin to talk with a prospective client about what their training needs might be?
This is where Diagnostic Tools and the Training Needs Analysis come in.

The UCR provides a variety of embedded Diagnostic Tools to


assist in initial engagement with your new clients. GAPM
(Generally Accepted People Metrics), a complete Training
Needs Analysis survey. This turns the typical training
consulting sale inside out by allowing the client to help the
client determine their organization's training targets.

GAPM also covers key employee cultural metrics for when


organizational development interventions are a more appropriate solution. Utilizing
GAPM, you can show your client both their immediate needs and a proprietary trend-
over-time analysis of growth in their key areas. It is consulting ROI made easy!

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FIND THE RIGHT PEOPLE & GENERATE INTEREST

The Diagnostic Tools will help you to engage your leads through the UCR eMarketing
system. This is accomplished by using web pages that are customized to your business,
giving you a door way to communication with prospective clients.

Your leads or clients are able to respond by simply adding their name and email address.
They will be sent a follow-up email, and their name will automatically be added to your
leads list.

You will now have your foot in the door to a low-


pressure follow-up appointment, explaining the results
and helping the client or potential client make the
determination themselves about quantifiable
organizational needs.

All of these tools taken together represent a powerful


shift in the tone of the conversation you will have with
clients and potential clients. When you sit down with
them to talk over the results of the free assessments or
to walk through the GAPM Training Needs Analysis,
your conversation will now be positioned as an interview
to identify real organizational needs, lend support, give guidance, and help them respond
to the needs areas that were revealed in the GAPM Training Needs Analysis or to
funnel the results of the free assessments their employees took into workshops that will
offer true value to their organization.

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MEET THE NEED & SHOW RESULTS

Library of Workshops & Related Materials


So, how do you connect the results of the Diagnostic Tools to all of the workshops in the
UCR? We have done this work for you! Each needs area has been linked to the
complete workshop designed specifically to address that particular soft skills area.

You will be able to make an offer of the most appropriate workshop, tailor it to the client
and fulfill their needs more quickly and easily than ever before.

We have organized all of the UCR materials into 104 workshops and our library is
growing! Here are the workshop areas that are covered:

Leadership Personality & Communication


Change Management Sales and Service
Emotional Intelligence Hiring, HR, and Performance
Coaching & Mentoring Management
Creativity Management
Teams Training and Development
Conflict

Each complete workshop kit includes:

Facilitator Materials
Participant Booklet and/or Assessment Activities
PowerPoint presentations
Countless additional resources

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MEET THE NEED AND SHOW RESULTS

Customizable Content
This outstanding library gives you all of the necessary pieces to run over 100 training
workshops. The UCR is unique in that it gives you professionally published materials with
the added ability to customize your content in a variety of ways. You may want to brand
the materials to your own organization. You may want to give the materials a spin toward
your client organization. How about adding real life scenarios that apply directly to your
client's work environment or current issues? This is one more feature of the UCR library
that makes it completely unique, giving you a portfolio which is unlike any of your
competitor's offerings! This saves you the time and energy of creating a course from
scratch and gives you the ability to offer professionally designed materials that meet
specific client needs!

The UCR workshops have been designed for


courses that last between a half day and two days.
They focus on building practical skills in the target
area through the use of experiential activities,
interactive role plays, and high-engagement games;
proven components of building competence in key
soft skill areas.

You will also be able


to further tailor your
workshops by augmenting them with the many additional
resources that are included in the UCR, such as volumes
of training activities, our most recent best selling books,
job aides and much more.

All of your UCR materials will be provided to you


electronically, giving you the flexibility and instant access
that you need.

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MEET THE NEED AND SHOW RESULTS

Full Compliment of Assessment Units


Along with the workshop and resource materials, the new UCR also includes over 100
assessment types, 20 of which are available as online self-scoring instruments. They can
be used independently or in conjunction with the workshops. The assessments come
with complete related facilitator and participant materials to round out the training goals
that have been set by you and your clients.

Here are highlights of just a handful of leading assessment products:

DISC is the premier behavioral style assessment available today. It gives you the
ability to sell a universally accepted model at a higher
profit margin than ever! The DISC is straightforward to
facilitate; the report is approachable and simple, and
weve got the easiest to use online administration in the
industry!

The Strategic Leadership Type Indicator (SLTi) determines the degree to which your
clients use coaching, instructing, relating or delegating styles
correctly according to the capability and motivation of
employees. They will be able to create a structured framework
for leadership development and improve leadership ability
across the whole organization.

You will be able to address one of the most serious issues


facing organizations today; lack of training for the developing
management and executive class. This is a higher profit
alternative to similar quadrant leadership models. You will get
increased flexibility, easier facilitation and more profit. Best of all, you will have a set of
units available to you, as part of the UCR package!

The Psychological Type Indicator (PTI) offers your clients a


Jungian personality measure that focuses on providing individuals
and their managers with an understanding of personality and its
effect on performance both inside and beyond the workplace. It is
specifically developed for business settings. Adding the PTI to your
portfolio will automatically increase your flexibility and profit margin!

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MEET THE NEED AND SHOW RESULTS

PS Leader provides an objective analysis of leadership


effectiveness. It not only measures competence, but the
importance of those competencies to the position itself,
which is critical for creating effective leadership
development plans. This indicator is often used in
succession planning to benchmark key success indicators
of current leadership, and identify what needs to be
developed in new leadership. Using this well-researched,
world class tool with a history of success in major
organizations will raise your credibility. Again, you will
spend less and make more with the assessment units that you receive as part of the UCR
package!

Dealing with Conflict Instrument (DCI) helps shift workplace conflict toward increased
collaboration in order to create win/win outcomes. Conflict
instruments are one of the best selling products in the training
arena. This industry-leading product improves on other conflict
instruments of its kind by providing a short assessment that is
effective and easy to use. The DCI is easy to integrate into any
conflict management training program. This is our best-selling
product, and now you can offer it to your clients at no extra cost
to you!

Additional Assessments
Any of the workshops can be augmented by the additional
assessments that are included in the UCR. These 24 additional assessments are a
sampling of the types that will now be part of your portfolio!

Change Management Effectiveness Profile Problem Solving & Decision Making Profile
Coaching Effectiveness Profile Sales Effectiveness Profile
Communication Effectiveness Profile Service Skills Profile
Creativity and Innovation Effectiveness Teambuilding Effectiveness
Profile Time Management Effectiveness Profile
Customer Service and Commitment Profile Emotional Intelligence Profile
Diversity & Cultural Awareness Profile Assertiveness Styles Profile
Goal/Objective Setting Profile Management Styles Questionnaire
Leadership Effectiveness Profile Influence Styles Clock
Listening Effectiveness Profile Generational Style Assessment
Management Effectiveness Profile Learning Styles Profile
Networking & Relationship Building Profile Negotiation Styles Profile
Personal stress & Well-Being Assessment

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MAINTAIN AND GROW THE RELATIONSHIP

UCR eNewsletter
Now that you have found new clients, generated interest, provided them with value
through the Diagnostic Tools, engaged them in a workshop or series of workshops, and
have fulfilled the contract, you have certainly gained a lifelong customer. How do you
maintain the client interest in your brand and offerings? This is where the UCR
eMarketing system comes back into play.

The UCR eNewsletter is a fully customized, content-rich


newsletter that includes timely and valuable industry-
specific articles. It is different from other newsletters in
that it offers take-away value for your subscribers. Each
article includes Action Steps and Exercises that
subscribers can print out and use immediately.

It also contains a Situation Room article that focuses on


a real-life situation, typically faced by managers and
executives, with an invitation to send in a solution to you,
giving you another window of opportunity for client
engagement!

Although the eNewsletter already offers much more than


most electronic newsletters, we include an author
interview and book review. As you can see, the rich
content itself offers value to your subscribers!

The eNewsletter is delivered biweekly, keeps your name


in front of clients and potential clients, provides them
with real value, and helps you maintain and grow your
relationships, both on the front and back end of providing
service. HRD PTG will also provide you with the code to
put a subscriber box right on your website!

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MAINTAIN AND GROW THE RELATIONSHIP

Web Store
Along with all web-based components of the UCR, you will
also have a branded web store, further increasing your
presence to your readership, which consists of both current
and potential clients.

You don't even have to worry about fulfillment or inventory!


PTG takes care of the whole process for you. You will
receive commission on each order. This is one more way to
engage your clients and show total value and increased
presence to your clients.

We have completed the process of more effective, higher profit consulting. We have
walked through the process of simple and effective lead generation, turning leads into
customers, and turning customers into lifelong clients. With all of these resources your
organization will be able to take its place on a bigger stage, and compete with
organizations that are much larger than your own. PTG is thrilled about working with you
to build your consulting business.

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A DAY IN THE LIFE OF THE UCR CONSULTANT SCENARIOS

8:30 a.m.
You settle in at your desk, put down your coffee and go about marketing your business--which you used to hate, but now
you love it has literally gone from something you dread to something you enjoy enormously. Why the change?

Because your marketing efforts begin with sending out offers by email that give your clients or potential clients the
opportunity to sign up for a free assessment or receive a white paper about one of the industry leading products that you
use in your workshops. No more cold calling. No more wrestling to get the wording right. The Hard Part is Already Done!

10:00 a.m.
After making some of your daily follow up calls to your warm prospects, you check your email to find out that some
respondents have signed up for one of the offers you sent out earlier, a free DISC assessment. You send them a link to
the assessment, and add their names to your eNewsletter list. The tasks takes all of about 5 minutes. You sip, and smile.

In the meantime, you contact another client who signed up for a free training needs analysis that is part of the UCR. You
set up an appointment to meet with him and walk through the training needs analysis, a unique tool that puts the client in
the driver's seat; this simple survey will help your client determine his organization's training needs. This will change the
tone of your conversation from product and service sales to advising and supporting.

12:00 p.m.
The newsletter has been added to your online account by PTG. It is branded to your organization and ready to be sent to
your client and leads lists. On a whim you decide to make an additional copy of the newsletter, one version to be sent to
your current clients and the other to be sent to prospects. On the newsletter to prospects you add a paragraph stating
that the first person to purchase one of the featured products in the newsletter will receive a free one-hour training
webinar on the topic of their choice. By the time the lunch hour is over, you have reached out to all of the people on your
current and potential client list by putting the newsletter in their "Inbox."

2:00 p.m.
You meet with the client whom you contacted this morning to walk through the training needs analysis. His organization's
training needs actually fall in the area of leadership development and conflict resolution, not diversity training, as he had
thought. He offers to buy you lunch for helping to properly identify the need, and asks what his first steps might be to
correct them. You set a lunch appointment for next Thursday, and another visit to the office to immediately follow.

The GapM system used for the assessment automatically matches their development needs and points you to: the
Strategic Leadership Type Indicator (SLTi) and the Dealing with Conflict Instrument (DCI). You also have workshop
materials ready to go in both areas and will set aside an hour to customize the look and feel of the program. You offer to
conduct a guaranteed pilot in both needs areas.You will conduct the pilot with a sample group and if they are not
satisfied, they owe you nothing. Since everything you need is already in your UCR, it costs you nothing but time to
provide the assessment, participant workbook and any other materials that you need for the training session.

3:00p.m.
When you get back to the office, you follow up your appointment by sending him an email offer of free information and
sample reports from both assessments and an offer for a full training program, fully customized to his organization, taking
into account the results of the diagnostic analysis.

4:00 p.m.
You put in your UCR CD and bring up the two programs youll be working on with the client. Before you sit down you pour
yourself one more cup of coffee and begin preparing for your engagement It is almost time to call it a day. You check
your email one more time and find that the respondents to the DISC offer from this morning have taken the assessment.
Great News!

You print out their reports and put them next to your deskThey will be first on your list tomorrow morning. With a quick
call, you will be able to explain the results of their DISC assessment and explain why so many organizations use it. You
make a note reminding yourself to offer a free one hour webinar on how to use the DISC to increase the bottom line for
their organization. This gives you another opportunity to engage with a potential client, learn about their organization and
make plans for more work in the future!

5:00 p.m. Your work day is over and you have come full circle; the innovative eMarketing activities, the diagnostic tools
and training materials followed by back end follow-up eMarketing activities framed your day and gave you multiple
opportunities for client engagement and you have signed a new client Maybe Two! Welcome to the new world of
running your soft skills consulting business with the UCR.

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