UNLOCK THE EXPERTISE INSIDE YOUR FIRM TO... TRAIN STAFF ENGAGE CLIENTS ATTRACT PROSPECTS

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1 UNLOCK THE EXPERTISE INSIDE YOUR FIRM TO... TRAIN STAFF ENGAGE CLIENTS ATTRACT PROSPECTS Transform proven methods, expert knowledge and best practices trapped inside your firm into interactive, online experiences for your staff, clients and prospects. tribalhabits.com

2 A NEW APPROACH TO SHARING EXPERTISE AND GREAT OUTCOMES Your organisation is filled with great ideas, proven methods, critical expertise and unique processes. Yet all this valuable knowledge is often isolated and trapped among just a few of your staff. Your organisation has the answers, but can t capture or share them. Imagine if you could. Imagine the impact of using all that expertise to create great outcomes across your entire organisation. What if you could truly leverage the best ideas in your organisation to train your staff, engage with clients and attract new prospects? That s Tribal Habits. TRIBAL HABITS IN 60 SECONDS Tribal Habits is a knowledge sharing platform for professional services firms which want to use their internal expertise as a strategic advantage. You establish a unique, secure, branded online portal which hosts your organisation s expert content, user interactions and rich reporting. Any expert in your organisation can then capture their expertise via a guided process, an interactive chatbot (Sage) and easy to use content tools. Tribal Habits then automatically takes care of user interactions, notifications, navigation, formatting and enrolments. You can just focus on your expert content. Ultimately, you create interactive online experiences, in your branding, which can be used for staff training, client engagement or prospect marketing. 2 tribalhabits.com hello@tribalhabits.com

3 TRANSFORM PROVEN EXPERTISE INTO VALUABLE ONLINE EXPERIENCES Staff Induction Develop consistent staff onboarding, available in any location and easy to update. Accelerate the productivity and results of new staff. Prospect Marketing Offer engaging, online experiences to new clients, while building brand recognition and capturing data for sales teams. Client Preparation Improve client interactions with interactive meeting preparation and process education. Engage clients in two-way data collection. Operational Efficiency Instil standard processes and ensure everyone (staff and clients) are aware of all the tips and tricks to work faster and smarter. Client Education Share expertise with your clients as a value-added, or revenue generating, service. Cross-sell ideas or promote products or services. Peer Learning Share best practices, promote proven methods and encourage sharing within your teams. Break down silos and barriers. Thought Leadership Turn passive blogs or whitepapers into interactive, professional development topics for clients and prospects.

4 MEET SAGE, THE DIGITAL COACH AT THE HEART OF TRIBAL HABITS Sage is here to make your life easier. Sage guides your experts to frame their thoughts and organise their knowledge as online content. Sage then transforms that content into beautiful, interactive online experiences. Sage helps anyone create valuable expert content. You can interact with Sage in a conversation - ask questions, seek advice and obtain feedback. Ultimately, Sage is your coach, guide and friend through-out Tribal Habits. Steve, what would be a good structure for your topic? Hey Sage, what do you think of the content in this step? Hey Sage, I am thinking of using a series of steps. I think this step needs work. There s only 2 sections so far. Great. Steps work best when you are discussing a process... Hey Sage, tell me more about sections. Steve, let s now create titles for each of your steps. Hey Sage, I need some inspiration creating my steps. Hey Sage, I m a bit stuck trying to write these titles. Sure Steve. When your step consists of smaller tasks... No worries. Let s get you unstuck. Here s tip on titles... Thanks Sage, I am fine for now.

5 LET S ASK SAGE SOME QUESTIONS WHICH MIGHT BE ON YOUR MIND How long does it take to create a topic? You can set up a topic in the morning, work on it during the day and complete it in the afternoon. Simple factual topics can be done in 30 minutes, or you can dive into complex topics to your heart s content. Alternatively, your staff can create content when their workload permits, in sessions over a few weeks. Throughout the entire process, Sage guides your experts on what to do next to ensure they are using their time efficiently. How can our experts capture their knowledge into a topic? Sage guides your experts via a building block content editor. This allows Sage to understand what content is being added and to take control of formatting, layout and typography. The content editor includes sections, text, columns, images, videos, polls and more. Sage tracks the amount and type of content, and provides feedback on content within a topic. Content blocks can be moved, deleted and added to quickly reshape ideas. Live preview is available as you go. What types of interactions are created within a topic? Lots. Sage takes the content from your expert and transforms it into interactive online topics. So this isn t just some passive PDF or intranet page. Sage works the magic and creates a various online interactions. You can toggle interactions on or off to suit your type of topic too, from basic reference topics to complex practical topics. How easy is it to update knowledge and content? It s simple. Any change is instantly reflected in the online topics. Fix spelling mistakes, replace out-dated images or completely recreate any aspect of knowledge in that topic at no additional cost and it s immediately updated for all users. As your organisation grows, you can add new topics, delete old topics or update existing topics to reflect the latest knowledge, processes and information. Instantly. Is Tribal Habits a training platform, client management platform or marketing platform? It can do all three. Tribal Habits is about capturing and sharing knowledge. This might be in the form of customised training for your staff, allowing them to share best practices or learn about unique software or documents in your firm. However, you can also share knowledge in topics for clients, such as a meeting preparation topic for common types of client meetings. You can also offer topics to the public, allowing new prospects to sign-up and access your content. This allows you to build thought-leadership in your industry while collecting marketing data for your business development teams. How much does Tribal Habits cost? Tribal Habits is a subscription platform based on monthly active users. You can either pay each month, based on actual users each month, or pay annually, based on expected number of monthly users. Annual plans offer a discounted rate and certainty of costs, while the monthly pay-as-you-go plan matches costs with usage. Subscriptions are around $3-8 per active user per month depending on your subscription choice. hello@tribalhbits.com tribalhabits.com 5

6 TRANSFORM PROVEN EXPERTISE INTO STAFF TRAINING Train staff about the unique processes, tools and skills used in your organisation. Ensure best practices from your top performers are captured and shared across the firm. Select any key topic Target areas of staff performance directly related to key strategic goals. Need to reduce expense? Then focus on process improvements. Need to grow revenue? Then share proven sales skills. 1 2 Tap into your experts Engage your internal experts directly in the creation of content. Use top client advisers, experienced operational staff or recognised technical experts. Unlock the talent already in your firm. Rapidly capture knowledge Utilise Tribal Habits guided content creation processes to enable high quality content from any expert staff. Watch as content is automatically transformed into branded online experiences. 3 4 Easily share topics Utilise topic self-enrolment, flexible notifications, completion deadlines, automated polling, milestone reminders and more. Integrate peer-to-peer learning, social learning and 1:1 coaching. Track meaningful data Track on-the-job activities and behavioural change. Easily demonstrate RoI of training. Collect a wealth of quantitative and qualitative data. Update and expand topics for continuous use. 5 6 tribalhabits.com hello@tribalhabits.com

7 TRANSFORM INTERNAL KNOWLEDGE INTO CLIENT ENGAGEMENT Turn your internal knowledge into a client asset. Help clients prepare for common meetings, access value-added education, learn about new services or share survey data. Turn expertise into an asset Transform latent expertise among your staff into a tangible, valuable asset to utilise with clients. Differentiate your firm by clearly establishing expert knowledge and client servicing excellence. 1 2 Improve client meetings Engage clients in meeting preparation topics before regular meetings. Deliver up -to-date information consistently. Complete data capture in advance to make meetings efficient and strategic. Improve client processes As clients start a new service, project or product, provide them with kick-off education. Reduce client support requirements and manage client expectations from the start. 3 4 Provide client education Create professional development topics for clients (or even re-use your staff development topics). Offer education as a value-added service or as a new revenue stream.. Learn about clients Mix education with survey questions in a single topic. Educate clients on potential new services or products, while surveying clients for engagement, satisfaction and future needs. 5 hello@tribalhbits.com tribalhabits.com 7

8 TRANSFORM PROVEN EXPERTISE INTO LEAD GENERATION Create inbound marketing assets to attract new prospects, create brand recognition and thought-leadership. Offer an interactive pathway for qualified leads to engage. Differentiate with knowledge Take your passive blogs, whitepapers or ebooks and transform them into interactive, engaging online experiences. Offer more than a good read - give prospects an opportunity to learn! 1 2 Train staff? Attract prospects! Examine your staff training topics and repurpose them as marketing assets. Add lead qualification surveys to create an interactive, two-way exchange of information with new prospects. Share on social media Enable public sign-ups to selected topics and share them via social media, client newsletters or your website. Attract inbound marketing leads from new qualified prospects. 3 4 Build thought-leadership Stand-out from the crowd by demonstrating a strategic advantage with your expert knowledge. Build brand awareness and allow new prospects an interesting, valuable pathway to your firm. Automate lead generation Assign managers to clients, or business development teams to prospects. Enable automatic notifications to staff or teams to follow-up with clients or prospects as they hit topic milestones. 5 8 tribalhabits.com hello@tribalhabits.com

9 COST EFFECTIVE PRICING TO SUIT ANY TEAM OR ORGANISATION Use our Flexible Monthly Plan to pay as you go based on actual users each month, to match your costs with your results. Or save money with a Discount Annual Plan and lock in regular usage at a lower rate. Or start with a Free Forever Plan, no credit card required. Free Forever Free Flexible Monthly $8 /user/month Discount Annual From $5 /user/month Completely free No credit card Maximum 10 users Maximum 10 topics All features Tribal Habits branding Pay monthly for actual users Minimum 10 user billing per month Unlimited stored users Unlimited topics All features Own branding Pay annually for expected users Extra monthly users billed monthly Unlimited stored users Unlimited topics All features Own branding SAML and API access Each plan is all-inclusive with no charges for implementation, support or licensing. An active user is a user who logs in that month. We only count active users. Discount Annual plans start at 25 active users per month at $5 per user per month. Larger Discount annual plans have lower per user costs. Contact us to discuss. Active users include any mixture of staff, clients and prospects each month.

10 LET S GET STARTED LEARN MORE You can learn more about Tribal Habits at tribalhabits.com. See more examples of Tribal Habits to get inspired about what your organisation can achieve, review our pricing plans, seek out answers to frequently asked questions and learn about the Tribal Habits process. EXPLORE A FREE TOPIC At tribalhabits.com you can enrol in our free monthly training topics, selected from our marketplace topics (which your firm can use to accelerate a library of topics). These topics allow you to experience Tribal Habits immediately. Plus, pick up some new skills! START A FREE PLAN The perfect way to begin with Tribal Habits is to get started with a free plan. Your free portal is completely free - no credit card required, no obligation to continue, no subscription to sign-up to. We ll set up your site and some example topics to get you started. CONTACT US We d love to chat with you about your organisation and how you can get the most out of Tribal Habits. We can brainstorm topics, answer questions and map out the most effective implementation for your organisation. tribalhabits.com hello@tribalhabits.com