Heather Lisle Pitch Deck : simplebooklet.com

PAGE 4hellothere.I help leaders grow teams with superior communication skills tonurture existing accounts, close new deals and work seamlesslywith each other.The foundation for my work is the DISC profile, which is a powerful tool that helps you understand your specific communication style and how you can communicate toother styles with ease and impact.We all communicate differently, andsometimes it’s easy to clash and have friction with others because we don’t understand how to message ourselves in away that resonates with your intended audience.This results in losing clients, team membersand lost productivity...and no one has timefor that.The good news is - I can help! Stop the chaos and lost revenue, and let’s book a time to chatabout how I can serve your needs. PAGE 4hellothere.I help leaders grow teams with superior communication skills tonurture existing accounts, close new deals and work seamlesslywith each other.The foundation for my work is the DISC profile, which is a powerful tool that helps you understand your specific communication style and how you can communicate toother styles with ease and impact.We all communicate differently, andsometimes it’s easy to clash and have friction with others because we don’t understand how to message ourselves in away that resonates with your intended audience.This results in losing clients, team membersand lost productivity...and no one has timefor that.The good news is - I can help! Stop the chaos and lost revenue, and let’s book a time to chatabout how I can serve your needs. PAGE 4hellothere.I help leaders grow teams with superior communication skills tonurture existing accounts, close new deals and work seamlesslywith each other.The foundation for my work is the DISC profile, which is a powerful tool that helps you understand your specific communication style and how you can communicate toother styles with ease and impact.We all communicate differently, andsometimes it’s easy to clash and have friction with others because we don’t understand how to message ourselves in away that resonates with your intended audience.This results in losing clients, team membersand lost productivity...and no one has timefor that.The good news is - I can help! Stop the chaos and lost revenue, and let’s book a time to chatabout how I can serve your needs. PAGE 4hellothere.I help leaders grow teams with superior communication skills tonurture existing accounts, close new deals and work seamlesslywith each other.The foundation for my work is the DISC profile, which is a powerful tool that helps you understand your specific communication style and how you can communicate toother styles with ease and impact.We all communicate differently, andsometimes it’s easy to clash and have friction with others because we don’t understand how to message ourselves in away that resonates with your intended audience.This results in losing clients, team membersand lost productivity...and no one has timefor that.The good news is - I can help! Stop the chaos and lost revenue, and let’s book a time to chatabout how I can serve your needs. PAGE 4hellothere.I help leaders grow teams with superior communication skills tonurture existing accounts, close new deals and work seamlesslywith each other.The foundation for my work is the DISC profile, which is a powerful tool that helps you understand your specific communication style and how you can communicate toother styles with ease and impact.We all communicate differently, andsometimes it’s easy to clash and have friction with others because we don’t understand how to message ourselves in away that resonates with your intended audience.This results in losing clients, team membersand lost productivity...and no one has timefor that.The good news is - I can help! Stop the chaos and lost revenue, and let’s book a time to chatabout how I can serve your needs.

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PAGE 4aboutme.Heather Lisle is a communications and marketing expert,entrepreneur, and professional problem-solver who helpsprofessionals and executives stand out from their competitionby teaching them how to have game-changing conversationswith their clients, colleagues and in their brand messagingbased on their personality using the DiSC profile. With 20+ years of executive level communications experience, Heather knows how to cut through the small talkand teach her clients what to say and how to say it toanyone.Past experience includes:Chief of Public Affairs to Oklahoma StateSuperintendent of Public Instruction, JoyHofmeister Founder & Director, Western Avenue Business Ass’n.Regional VP of Resource Development, AmericanLung Association (Top 3 Fundraising ProfessionalsNationally)Executive Director, Oklahoma Quality Foundation(state organization to the Malcolm Baldrige NationalQuality Award, an award given by the President ofthe US)Moroch & Associates, McDonald’s accountPAGE 6 PAGE 4aboutme.Heather Lisle is a communications and marketing expert,entrepreneur, and professional problem-solver who helpsprofessionals and executives stand out from their competitionby teaching them how to have game-changing conversationswith their clients, colleagues and in their brand messagingbased on their personality using the DiSC profile. With 20+ years of executive level communications experience, Heather knows how to cut through the small talkand teach her clients what to say and how to say it toanyone.Past experience includes:Chief of Public Affairs to Oklahoma StateSuperintendent of Public Instruction, JoyHofmeister Founder & Director, Western Avenue Business Ass’n.Regional VP of Resource Development, AmericanLung Association (Top 3 Fundraising ProfessionalsNationally)Executive Director, Oklahoma Quality Foundation(state organization to the Malcolm Baldrige NationalQuality Award, an award given by the President ofthe US)Moroch & Associates, McDonald’s accountPAGE 6 PAGE 4aboutme.Heather Lisle is a communications and marketing expert,entrepreneur, and professional problem-solver who helpsprofessionals and executives stand out from their competitionby teaching them how to have game-changing conversationswith their clients, colleagues and in their brand messagingbased on their personality using the DiSC profile. With 20+ years of executive level communications experience, Heather knows how to cut through the small talkand teach her clients what to say and how to say it toanyone.Past experience includes:Chief of Public Affairs to Oklahoma StateSuperintendent of Public Instruction, JoyHofmeister Founder & Director, Western Avenue Business Ass’n.Regional VP of Resource Development, AmericanLung Association (Top 3 Fundraising ProfessionalsNationally)Executive Director, Oklahoma Quality Foundation(state organization to the Malcolm Baldrige NationalQuality Award, an award given by the President ofthe US)Moroch & Associates, McDonald’s accountPAGE 6 PAGE 4aboutme.Heather Lisle is a communications and marketing expert,entrepreneur, and professional problem-solver who helpsprofessionals and executives stand out from their competitionby teaching them how to have game-changing conversationswith their clients, colleagues and in their brand messagingbased on their personality using the DiSC profile. With 20+ years of executive level communications experience, Heather knows how to cut through the small talkand teach her clients what to say and how to say it toanyone.Past experience includes:Chief of Public Affairs to Oklahoma StateSuperintendent of Public Instruction, JoyHofmeister Founder & Director, Western Avenue Business Ass’n.Regional VP of Resource Development, AmericanLung Association (Top 3 Fundraising ProfessionalsNationally)Executive Director, Oklahoma Quality Foundation(state organization to the Malcolm Baldrige NationalQuality Award, an award given by the President ofthe US)Moroch & Associates, McDonald’s accountPAGE 6 PAGE 4aboutme.Heather Lisle is a communications and marketing expert,entrepreneur, and professional problem-solver who helpsprofessionals and executives stand out from their competitionby teaching them how to have game-changing conversationswith their clients, colleagues and in their brand messagingbased on their personality using the DiSC profile. With 20+ years of executive level communications experience, Heather knows how to cut through the small talkand teach her clients what to say and how to say it toanyone.Past experience includes:Chief of Public Affairs to Oklahoma StateSuperintendent of Public Instruction, JoyHofmeister Founder & Director, Western Avenue Business Ass’n.Regional VP of Resource Development, AmericanLung Association (Top 3 Fundraising ProfessionalsNationally)Executive Director, Oklahoma Quality Foundation(state organization to the Malcolm Baldrige NationalQuality Award, an award given by the President ofthe US)Moroch & Associates, McDonald’s accountPAGE 6

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How to Read a Room in30 Seconds orLess.Imagine being able to quickly identify thecommunication styles of your clients andunderstand exactly what you need to say toconvert a conversation into cash.... It can bedone!With this skill, you can make yourselfinvaluable when networking and help buildbetter relationships with your clients andcolleagues. Learning objectives from this sessioninclude:How to build immediate trust and rapport bygenuinely connecting with others based onpersonality.How to quickly identify the communicationstyle of your customers and prospects byincreasing the probability of closing biggerdeals with existing accounts and acquiring newbusiness. How to avoid communication pitfalls that killdeals. PAGE 7 How to Read a Room in30 Seconds orLess.Imagine being able to quickly identify thecommunication styles of your clients andunderstand exactly what you need to say toconvert a conversation into cash.... It can bedone!With this skill, you can make yourselfinvaluable when networking and help buildbetter relationships with your clients andcolleagues. Learning objectives from this sessioninclude:How to build immediate trust and rapport bygenuinely connecting with others based onpersonality.How to quickly identify the communicationstyle of your customers and prospects byincreasing the probability of closing biggerdeals with existing accounts and acquiring newbusiness. How to avoid communication pitfalls that killdeals. PAGE 7 How to Read a Room in30 Seconds orLess.Imagine being able to quickly identify thecommunication styles of your clients andunderstand exactly what you need to say toconvert a conversation into cash.... It can bedone!With this skill, you can make yourselfinvaluable when networking and help buildbetter relationships with your clients andcolleagues. Learning objectives from this sessioninclude:How to build immediate trust and rapport bygenuinely connecting with others based onpersonality.How to quickly identify the communicationstyle of your customers and prospects byincreasing the probability of closing biggerdeals with existing accounts and acquiring newbusiness. How to avoid communication pitfalls that killdeals. PAGE 7 How to Read a Room in30 Seconds orLess.Imagine being able to quickly identify thecommunication styles of your clients andunderstand exactly what you need to say toconvert a conversation into cash.... It can bedone!With this skill, you can make yourselfinvaluable when networking and help buildbetter relationships with your clients andcolleagues. Learning objectives from this sessioninclude:How to build immediate trust and rapport bygenuinely connecting with others based onpersonality.How to quickly identify the communicationstyle of your customers and prospects byincreasing the probability of closing biggerdeals with existing accounts and acquiring newbusiness. How to avoid communication pitfalls that killdeals. PAGE 7 How to Read a Room in30 Seconds orLess.Imagine being able to quickly identify thecommunication styles of your clients andunderstand exactly what you need to say toconvert a conversation into cash.... It can bedone!With this skill, you can make yourselfinvaluable when networking and help buildbetter relationships with your clients andcolleagues. Learning objectives from this sessioninclude:How to build immediate trust and rapport bygenuinely connecting with others based onpersonality.How to quickly identify the communicationstyle of your customers and prospects byincreasing the probability of closing biggerdeals with existing accounts and acquiring newbusiness. How to avoid communication pitfalls that killdeals. PAGE 7

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A live leadership interactive training helping teamsachieve peak performance through winningconversations using the DiSC profile.In this session, participants will take the DISCassessment before the training. During the training, wedive into the team’s specific communication styles andhow team members should communicate effectivelywith colleagues and clients.How to HaveGame-ChangingConversations WithAnyoneAll I can say is WOW! Heather spoke to a groupof my clients on communication and sales, and ,Leah LongCapital Title, Dallas, TexasMake sure your team‘s conversations not only packa punch but also generate more client ”wins” andreferrals with this 2-hour training.This is a great workshop to use for retreat-stylemeetings.she hit it out of the ballpark. Heather was engaging,passionate and energetic. The content was on point,strategic and insightful that had every person in the roomtaking notes and having Aha moments. My attendees allleft excited and with actionable items they could put inplace immediately to help them better serve their clients,colleagues and in their personal lives.PAGE 8 A live leadership interactive training helping teamsachieve peak performance through winningconversations using the DiSC profile.In this session, participants will take the DISCassessment before the training. During the training, wedive into the team’s specific communication styles andhow team members should communicate effectivelywith colleagues and clients.How to HaveGame-ChangingConversations WithAnyoneAll I can say is WOW! Heather spoke to a groupof my clients on communication and sales, and ,Leah LongCapital Title, Dallas, TexasMake sure your team‘s conversations not only packa punch but also generate more client ”wins” andreferrals with this 2-hour training.This is a great workshop to use for retreat-stylemeetings.she hit it out of the ballpark. Heather was engaging,passionate and energetic. The content was on point,strategic and insightful that had every person in the roomtaking notes and having Aha moments. My attendees allleft excited and with actionable items they could put inplace immediately to help them better serve their clients,colleagues and in their personal lives.PAGE 8 A live leadership interactive training helping teamsachieve peak performance through winningconversations using the DiSC profile.In this session, participants will take the DISCassessment before the training. During the training, wedive into the team’s specific communication styles andhow team members should communicate effectivelywith colleagues and clients.How to HaveGame-ChangingConversations WithAnyoneAll I can say is WOW! Heather spoke to a groupof my clients on communication and sales, and ,Leah LongCapital Title, Dallas, TexasMake sure your team‘s conversations not only packa punch but also generate more client ”wins” andreferrals with this 2-hour training.This is a great workshop to use for retreat-stylemeetings.she hit it out of the ballpark. Heather was engaging,passionate and energetic. The content was on point,strategic and insightful that had every person in the roomtaking notes and having Aha moments. My attendees allleft excited and with actionable items they could put inplace immediately to help them better serve their clients,colleagues and in their personal lives.PAGE 8 A live leadership interactive training helping teamsachieve peak performance through winningconversations using the DiSC profile.In this session, participants will take the DISCassessment before the training. During the training, wedive into the team’s specific communication styles andhow team members should communicate effectivelywith colleagues and clients.How to HaveGame-ChangingConversations WithAnyoneAll I can say is WOW! Heather spoke to a groupof my clients on communication and sales, and ,Leah LongCapital Title, Dallas, TexasMake sure your team‘s conversations not only packa punch but also generate more client ”wins” andreferrals with this 2-hour training.This is a great workshop to use for retreat-stylemeetings.she hit it out of the ballpark. Heather was engaging,passionate and energetic. The content was on point,strategic and insightful that had every person in the roomtaking notes and having Aha moments. My attendees allleft excited and with actionable items they could put inplace immediately to help them better serve their clients,colleagues and in their personal lives.PAGE 8

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Heather’s training to our team of sales executives was by far the most engaged and energizingtraining this group has seen this year.Virtual and In-Person TrainingOptionsTraining can be provided virtually or in-person. All sessions are 45 minutes to an hour in length.We prefer in-person, but realize that may be difficultbased on timing and availability.The topics presented are trainings that have beendelivered. **Trainings can be customized based on yourlearning objectives.training topics.Topics CoveredHow To Avoid Communication PitfallsThat Kills Deals: Achieve PeakPerformance Through WinningConversationsUsing LinkedIn As Your Digital BusinessCardClicks to Connections: Leveraging SocialMedia to Connect, Engage and CreateYour Client PipelineWhy You Don’t “Click” With Others &What To Do About It: How to BuildImmediate Trust & RapportWhat You’re Not Saying Out Loud: Non-Verbal Signals That Say A Lot The Secret Sauce of SuccessfulNetworking: How to Attract Your IdealClients Like a Magnet & Key Strategies toConvert New Connections Into WarmLeadsFred MathersExecutive Vice PresidentPavilion, New York City, NYPAGE 9 Heather’s training to our team of sales executives was by far the most engaged and energizingtraining this group has seen this year.Virtual and In-Person TrainingOptionsTraining can be provided virtually or in-person. All sessions are 45 minutes to an hour in length.We prefer in-person, but realize that may be difficultbased on timing and availability.The topics presented are trainings that have beendelivered. **Trainings can be customized based on yourlearning objectives.training topics.Topics CoveredHow To Avoid Communication PitfallsThat Kills Deals: Achieve PeakPerformance Through WinningConversationsUsing LinkedIn As Your Digital BusinessCardClicks to Connections: Leveraging SocialMedia to Connect, Engage and CreateYour Client PipelineWhy You Don’t “Click” With Others &What To Do About It: How to BuildImmediate Trust & RapportWhat You’re Not Saying Out Loud: Non-Verbal Signals That Say A Lot The Secret Sauce of SuccessfulNetworking: How to Attract Your IdealClients Like a Magnet & Key Strategies toConvert New Connections Into WarmLeadsFred MathersExecutive Vice PresidentPavilion, New York City, NYPAGE 9 Heather’s training to our team of sales executives was by far the most engaged and energizingtraining this group has seen this year.Virtual and In-Person TrainingOptionsTraining can be provided virtually or in-person. All sessions are 45 minutes to an hour in length.We prefer in-person, but realize that may be difficultbased on timing and availability.The topics presented are trainings that have beendelivered. **Trainings can be customized based on yourlearning objectives.training topics.Topics CoveredHow To Avoid Communication PitfallsThat Kills Deals: Achieve PeakPerformance Through WinningConversationsUsing LinkedIn As Your Digital BusinessCardClicks to Connections: Leveraging SocialMedia to Connect, Engage and CreateYour Client PipelineWhy You Don’t “Click” With Others &What To Do About It: How to BuildImmediate Trust & RapportWhat You’re Not Saying Out Loud: Non-Verbal Signals That Say A Lot The Secret Sauce of SuccessfulNetworking: How to Attract Your IdealClients Like a Magnet & Key Strategies toConvert New Connections Into WarmLeadsFred MathersExecutive Vice PresidentPavilion, New York City, NYPAGE 9 Heather’s training to our team of sales executives was by far the most engaged and energizingtraining this group has seen this year.Virtual and In-Person TrainingOptionsTraining can be provided virtually or in-person. All sessions are 45 minutes to an hour in length.We prefer in-person, but realize that may be difficultbased on timing and availability.The topics presented are trainings that have beendelivered. **Trainings can be customized based on yourlearning objectives.training topics.Topics CoveredHow To Avoid Communication PitfallsThat Kills Deals: Achieve PeakPerformance Through WinningConversationsUsing LinkedIn As Your Digital BusinessCardClicks to Connections: Leveraging SocialMedia to Connect, Engage and CreateYour Client PipelineWhy You Don’t “Click” With Others &What To Do About It: How to BuildImmediate Trust & RapportWhat You’re Not Saying Out Loud: Non-Verbal Signals That Say A Lot The Secret Sauce of SuccessfulNetworking: How to Attract Your IdealClients Like a Magnet & Key Strategies toConvert New Connections Into WarmLeadsFred MathersExecutive Vice PresidentPavilion, New York City, NYPAGE 9

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0103040502Networking in the digital space of LinkedIn can be agame-changer for your team members and theirpractice development.This program is designed to lead individuals through ateaching and implementation system to developmeaningful connections that elevate your company’sbrand and positions you as a thought leader to helpgrow your practice. LinkedIn networking can establisha consistent lead generator that works for you 24-7. Here’s how the 2-month program works....Program Cost - $10,000 (10 people per cohort)*Add’l price per person to add to the cohort = $1,000/ppLinkedInIntensiveTwo 30-minute team training sessions tolearn to use LinkedIn as your digital businesscard & network like a pro.Weekly 30-minute workshops with your teamfor content development planning.Weekly Individual coaching with team members via text, email, video message to help withspecific content posting and client connections.Check-ins with the team leader to track the team’s progress with a shared spreadsheet showingengagement & new connections.Monthly customized LinkedIn Marketing Plan PAGE 10 0103040502Networking in the digital space of LinkedIn can be agame-changer for your team members and theirpractice development.This program is designed to lead individuals through ateaching and implementation system to developmeaningful connections that elevate your company’sbrand and positions you as a thought leader to helpgrow your practice. LinkedIn networking can establisha consistent lead generator that works for you 24-7. Here’s how the 2-month program works....Program Cost - $10,000 (10 people per cohort)*Add’l price per person to add to the cohort = $1,000/ppLinkedInIntensiveTwo 30-minute team training sessions tolearn to use LinkedIn as your digital businesscard & network like a pro.Weekly 30-minute workshops with your teamfor content development planning.Weekly Individual coaching with team members via text, email, video message to help withspecific content posting and client connections.Check-ins with the team leader to track the team’s progress with a shared spreadsheet showingengagement & new connections.Monthly customized LinkedIn Marketing Plan PAGE 10 0103040502Networking in the digital space of LinkedIn can be agame-changer for your team members and theirpractice development.This program is designed to lead individuals through ateaching and implementation system to developmeaningful connections that elevate your company’sbrand and positions you as a thought leader to helpgrow your practice. LinkedIn networking can establisha consistent lead generator that works for you 24-7. Here’s how the 2-month program works....Program Cost - $10,000 (10 people per cohort)*Add’l price per person to add to the cohort = $1,000/ppLinkedInIntensiveTwo 30-minute team training sessions tolearn to use LinkedIn as your digital businesscard & network like a pro.Weekly 30-minute workshops with your teamfor content development planning.Weekly Individual coaching with team members via text, email, video message to help withspecific content posting and client connections.Check-ins with the team leader to track the team’s progress with a shared spreadsheet showingengagement & new connections.Monthly customized LinkedIn Marketing Plan PAGE 10 0103040502Networking in the digital space of LinkedIn can be agame-changer for your team members and theirpractice development.This program is designed to lead individuals through ateaching and implementation system to developmeaningful connections that elevate your company’sbrand and positions you as a thought leader to helpgrow your practice. LinkedIn networking can establisha consistent lead generator that works for you 24-7. Here’s how the 2-month program works....Program Cost - $10,000 (10 people per cohort)*Add’l price per person to add to the cohort = $1,000/ppLinkedInIntensiveTwo 30-minute team training sessions tolearn to use LinkedIn as your digital businesscard & network like a pro.Weekly 30-minute workshops with your teamfor content development planning.Weekly Individual coaching with team members via text, email, video message to help withspecific content posting and client connections.Check-ins with the team leader to track the team’s progress with a shared spreadsheet showingengagement & new connections.Monthly customized LinkedIn Marketing Plan PAGE 10

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a little skeptical in doing so, until today.We've been rolling out our TrustedAdvisor program in our MississippiFORVIS office. Our last presentation wason social media, so I brought in HeatherLisle. Heather was engaging,encouraging, and quick to share the "why"it's such an important part of everyone'sbusiness development strategy. So manyideas were shared. Thank you, Heather,for all your guidance! I've always been hesitant toutilize social media and Andy WilliamsManaging Partner, Jackson, MSFORVISProjectobjectiveAlthough FORVIS has a robust trainingprogram for its employees, there wasa knowledge gap understanding howto network and grow their audience onLinkedIn. They lacked consistency andquality content needed to attract idealclients and potential new hires to thefirm. Client problemWith team training and weekly content and accountabilityworkshops, the team saw an increase in their networks rangingfrom 37-68%.One team member had a potential recruit reach out an inquireabout employment.Another team member saw consistent engagement with potentialclients on content posted.The Managing Partner’s expectations were to grow the team’sLinkedIn networks, consistency and outreach.Project solutionThe team’s biggest issuewas not using LinkedIn as apowerful tool to grow thefirm’s brand and business,essentially missing newbusiness opportunities andpotential new hires. PAGE 11 a little skeptical in doing so, until today.We've been rolling out our TrustedAdvisor program in our MississippiFORVIS office. Our last presentation wason social media, so I brought in HeatherLisle. Heather was engaging,encouraging, and quick to share the "why"it's such an important part of everyone'sbusiness development strategy. So manyideas were shared. Thank you, Heather,for all your guidance! I've always been hesitant toutilize social media and Andy WilliamsManaging Partner, Jackson, MSFORVISProjectobjectiveAlthough FORVIS has a robust trainingprogram for its employees, there wasa knowledge gap understanding howto network and grow their audience onLinkedIn. They lacked consistency andquality content needed to attract idealclients and potential new hires to thefirm. Client problemWith team training and weekly content and accountabilityworkshops, the team saw an increase in their networks rangingfrom 37-68%.One team member had a potential recruit reach out an inquireabout employment.Another team member saw consistent engagement with potentialclients on content posted.The Managing Partner’s expectations were to grow the team’sLinkedIn networks, consistency and outreach.Project solutionThe team’s biggest issuewas not using LinkedIn as apowerful tool to grow thefirm’s brand and business,essentially missing newbusiness opportunities andpotential new hires. PAGE 11 a little skeptical in doing so, until today.We've been rolling out our TrustedAdvisor program in our MississippiFORVIS office. Our last presentation wason social media, so I brought in HeatherLisle. Heather was engaging,encouraging, and quick to share the "why"it's such an important part of everyone'sbusiness development strategy. So manyideas were shared. Thank you, Heather,for all your guidance! I've always been hesitant toutilize social media and Andy WilliamsManaging Partner, Jackson, MSFORVISProjectobjectiveAlthough FORVIS has a robust trainingprogram for its employees, there wasa knowledge gap understanding howto network and grow their audience onLinkedIn. They lacked consistency andquality content needed to attract idealclients and potential new hires to thefirm. Client problemWith team training and weekly content and accountabilityworkshops, the team saw an increase in their networks rangingfrom 37-68%.One team member had a potential recruit reach out an inquireabout employment.Another team member saw consistent engagement with potentialclients on content posted.The Managing Partner’s expectations were to grow the team’sLinkedIn networks, consistency and outreach.Project solutionThe team’s biggest issuewas not using LinkedIn as apowerful tool to grow thefirm’s brand and business,essentially missing newbusiness opportunities andpotential new hires. PAGE 11 a little skeptical in doing so, until today.We've been rolling out our TrustedAdvisor program in our MississippiFORVIS office. Our last presentation wason social media, so I brought in HeatherLisle. Heather was engaging,encouraging, and quick to share the "why"it's such an important part of everyone'sbusiness development strategy. So manyideas were shared. Thank you, Heather,for all your guidance! I've always been hesitant toutilize social media and Andy WilliamsManaging Partner, Jackson, MSFORVISProjectobjectiveAlthough FORVIS has a robust trainingprogram for its employees, there wasa knowledge gap understanding howto network and grow their audience onLinkedIn. They lacked consistency andquality content needed to attract idealclients and potential new hires to thefirm. Client problemWith team training and weekly content and accountabilityworkshops, the team saw an increase in their networks rangingfrom 37-68%.One team member had a potential recruit reach out an inquireabout employment.Another team member saw consistent engagement with potentialclients on content posted.The Managing Partner’s expectations were to grow the team’sLinkedIn networks, consistency and outreach.Project solutionThe team’s biggest issuewas not using LinkedIn as apowerful tool to grow thefirm’s brand and business,essentially missing newbusiness opportunities andpotential new hires. PAGE 11

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client testimonials.Heather's presentation was very effective in educating our sales team in how to handle the different types of buyer personalities.Also the segment on the power of social media in connecting better with clientswas something they all needed to hear. The presentation was engaging and wellreceived by our sales team.Kirk PurnellGeneral Manager, Oklahoma City, OKWhen I was looking to bring in a top expert to teach people how to use their own unique communication style to draw in their ideal client, the first person who came to mind is Heather Lisle. She came inside my private businessmembership group with hundreds of members and taught this…and my membersRAVED about it. It was absolutely game changing.Tiffany CarterMulti-millionaire Entrepreneur & Top-Rated Business Coach Heather spoke at our Annual DFW Public Sector Seminar, where we had approximately 100 finance professionals from municipalities across the DFW Metroplex. She went over the DISC profile, including sharing examples of how tocommunicate with each style and why it is so important we get this right. If we areable to effectively communicate with our teams, this will lead to increasedproductivity, efficiencies, happiness, and ultimately retention. Heather did such aphenomenal job! I highly recommend Heather and was so impressed by the wayshe did a fantastic job of connecting and engaging her audience! Rachel OrmsbyPartner & Market Industry Leader, Dallas, TXWITH TIFFANY CARTERPAGE 12 client testimonials.Heather's presentation was very effective in educating our sales team in how to handle the different types of buyer personalities.Also the segment on the power of social media in connecting better with clientswas something they all needed to hear. The presentation was engaging and wellreceived by our sales team.Kirk PurnellGeneral Manager, Oklahoma City, OKWhen I was looking to bring in a top expert to teach people how to use their own unique communication style to draw in their ideal client, the first person who came to mind is Heather Lisle. She came inside my private businessmembership group with hundreds of members and taught this…and my membersRAVED about it. It was absolutely game changing.Tiffany CarterMulti-millionaire Entrepreneur & Top-Rated Business Coach Heather spoke at our Annual DFW Public Sector Seminar, where we had approximately 100 finance professionals from municipalities across the DFW Metroplex. She went over the DISC profile, including sharing examples of how tocommunicate with each style and why it is so important we get this right. If we areable to effectively communicate with our teams, this will lead to increasedproductivity, efficiencies, happiness, and ultimately retention. Heather did such aphenomenal job! I highly recommend Heather and was so impressed by the wayshe did a fantastic job of connecting and engaging her audience! Rachel OrmsbyPartner & Market Industry Leader, Dallas, TXWITH TIFFANY CARTERPAGE 12 client testimonials.Heather's presentation was very effective in educating our sales team in how to handle the different types of buyer personalities.Also the segment on the power of social media in connecting better with clientswas something they all needed to hear. The presentation was engaging and wellreceived by our sales team.Kirk PurnellGeneral Manager, Oklahoma City, OKWhen I was looking to bring in a top expert to teach people how to use their own unique communication style to draw in their ideal client, the first person who came to mind is Heather Lisle. She came inside my private businessmembership group with hundreds of members and taught this…and my membersRAVED about it. It was absolutely game changing.Tiffany CarterMulti-millionaire Entrepreneur & Top-Rated Business Coach Heather spoke at our Annual DFW Public Sector Seminar, where we had approximately 100 finance professionals from municipalities across the DFW Metroplex. She went over the DISC profile, including sharing examples of how tocommunicate with each style and why it is so important we get this right. If we areable to effectively communicate with our teams, this will lead to increasedproductivity, efficiencies, happiness, and ultimately retention. Heather did such aphenomenal job! I highly recommend Heather and was so impressed by the wayshe did a fantastic job of connecting and engaging her audience! Rachel OrmsbyPartner & Market Industry Leader, Dallas, TXWITH TIFFANY CARTERPAGE 12 client testimonials.Heather's presentation was very effective in educating our sales team in how to handle the different types of buyer personalities.Also the segment on the power of social media in connecting better with clientswas something they all needed to hear. The presentation was engaging and wellreceived by our sales team.Kirk PurnellGeneral Manager, Oklahoma City, OKWhen I was looking to bring in a top expert to teach people how to use their own unique communication style to draw in their ideal client, the first person who came to mind is Heather Lisle. She came inside my private businessmembership group with hundreds of members and taught this…and my membersRAVED about it. It was absolutely game changing.Tiffany CarterMulti-millionaire Entrepreneur & Top-Rated Business Coach Heather spoke at our Annual DFW Public Sector Seminar, where we had approximately 100 finance professionals from municipalities across the DFW Metroplex. She went over the DISC profile, including sharing examples of how tocommunicate with each style and why it is so important we get this right. If we areable to effectively communicate with our teams, this will lead to increasedproductivity, efficiencies, happiness, and ultimately retention. Heather did such aphenomenal job! I highly recommend Heather and was so impressed by the wayshe did a fantastic job of connecting and engaging her audience! Rachel OrmsbyPartner & Market Industry Leader, Dallas, TXWITH TIFFANY CARTERPAGE 12

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$90DISC assessmentsare a per person flatrate, no matter howbig of a group weare training.Travel fee is$150/hour (outsidethe DFW area).Airfare/transportation fee varies.let‘s talknumbers.$2,000+1 - 1 1/2 hourtrainings start at$2,000.Fee based onorganization’sneeds &expectations.$3,000+$3,0001 - 2 hour trainingsstart at $3,000.If you need morethan one training,additional 1-hourtrainings can beadded for $1,500.Travel fees are inaddition to thetraining cost, iftraveling outside ofthe DFW area.We customize themost actionablekeynotes to matchyour organization’sgoals.These are keynotesyour audience canrelate to and take-away action stepsto implementimmediately.Travel fees are inaddition to thetraining cost, iftraveling outside ofthe DFW area.PAGE 13 $90DISC assessmentsare a per person flatrate, no matter howbig of a group weare training.Travel fee is$150/hour (outsidethe DFW area).Airfare/transportation fee varies.let‘s talknumbers.$2,000+1 - 1 1/2 hourtrainings start at$2,000.Fee based onorganization’sneeds &expectations.$3,000+$3,0001 - 2 hour trainingsstart at $3,000.If you need morethan one training,additional 1-hourtrainings can beadded for $1,500.Travel fees are inaddition to thetraining cost, iftraveling outside ofthe DFW area.We customize themost actionablekeynotes to matchyour organization’sgoals.These are keynotesyour audience canrelate to and take-away action stepsto implementimmediately.Travel fees are inaddition to thetraining cost, iftraveling outside ofthe DFW area.PAGE 13 $90DISC assessmentsare a per person flatrate, no matter howbig of a group weare training.Travel fee is$150/hour (outsidethe DFW area).Airfare/transportation fee varies.let‘s talknumbers.$2,000+1 - 1 1/2 hourtrainings start at$2,000.Fee based onorganization’sneeds &expectations.$3,000+$3,0001 - 2 hour trainingsstart at $3,000.If you need morethan one training,additional 1-hourtrainings can beadded for $1,500.Travel fees are inaddition to thetraining cost, iftraveling outside ofthe DFW area.We customize themost actionablekeynotes to matchyour organization’sgoals.These are keynotesyour audience canrelate to and take-away action stepsto implementimmediately.Travel fees are inaddition to thetraining cost, iftraveling outside ofthe DFW area.PAGE 13 $90DISC assessmentsare a per person flatrate, no matter howbig of a group weare training.Travel fee is$150/hour (outsidethe DFW area).Airfare/transportation fee varies.let‘s talknumbers.$2,000+1 - 1 1/2 hourtrainings start at$2,000.Fee based onorganization’sneeds &expectations.$3,000+$3,0001 - 2 hour trainingsstart at $3,000.If you need morethan one training,additional 1-hourtrainings can beadded for $1,500.Travel fees are inaddition to thetraining cost, iftraveling outside ofthe DFW area.We customize themost actionablekeynotes to matchyour organization’sgoals.These are keynotesyour audience canrelate to and take-away action stepsto implementimmediately.Travel fees are inaddition to thetraining cost, iftraveling outside ofthe DFW area.PAGE 13

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DISCOVERYThe first step is to get to know you,your business and an understandingof your needs and expectations. From this call, we’ll determine whattraining or keynote is best for yourorganization.PLANNINGOnce we have a goodunderstanding of your needs, wemove on to the next phase:planning. In this phase, we develop a strategythat will guide the direction of yourkeynote or team training. You’llreceive a proposal that outlinesobjectives, deliverables, and timing. IMPLEMENTATIONAfter planning is finalized, it’s timeto implement. Depending on yourneeds, this could look like a one-time training with follow upcoaching, a keynote or a series ofworkshops. All of our packages are bespoke,so you’ll get exactly what you want,and nothing you don’t.what comesnext.Schedule ADiscoveryCallPAGE 14 DISCOVERYThe first step is to get to know you,your business and an understandingof your needs and expectations. From this call, we’ll determine whattraining or keynote is best for yourorganization.PLANNINGOnce we have a goodunderstanding of your needs, wemove on to the next phase:planning. In this phase, we develop a strategythat will guide the direction of yourkeynote or team training. You’llreceive a proposal that outlinesobjectives, deliverables, and timing. IMPLEMENTATIONAfter planning is finalized, it’s timeto implement. Depending on yourneeds, this could look like a one-time training with follow upcoaching, a keynote or a series ofworkshops. All of our packages are bespoke,so you’ll get exactly what you want,and nothing you don’t.what comesnext.Schedule ADiscoveryCallPAGE 14 DISCOVERYThe first step is to get to know you,your business and an understandingof your needs and expectations. From this call, we’ll determine whattraining or keynote is best for yourorganization.PLANNINGOnce we have a goodunderstanding of your needs, wemove on to the next phase:planning. In this phase, we develop a strategythat will guide the direction of yourkeynote or team training. You’llreceive a proposal that outlinesobjectives, deliverables, and timing. IMPLEMENTATIONAfter planning is finalized, it’s timeto implement. Depending on yourneeds, this could look like a one-time training with follow upcoaching, a keynote or a series ofworkshops. All of our packages are bespoke,so you’ll get exactly what you want,and nothing you don’t.what comesnext.Schedule ADiscoveryCallPAGE 14 DISCOVERYThe first step is to get to know you,your business and an understandingof your needs and expectations. From this call, we’ll determine whattraining or keynote is best for yourorganization.PLANNINGOnce we have a goodunderstanding of your needs, wemove on to the next phase:planning. In this phase, we develop a strategythat will guide the direction of yourkeynote or team training. You’llreceive a proposal that outlinesobjectives, deliverables, and timing. IMPLEMENTATIONAfter planning is finalized, it’s timeto implement. Depending on yourneeds, this could look like a one-time training with follow upcoaching, a keynote or a series ofworkshops. All of our packages are bespoke,so you’ll get exactly what you want,and nothing you don’t.what comesnext.Schedule ADiscoveryCallPAGE 14

Heather Lisle Pitch Deck

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