PortfolioMinder Sales and Support

a few weeks ago we previewed PortfolioMinder at the conference. It was a huge success! There was a phenomenal amount of interest. I’ve never done so many demos in all my life. There were 5 of us demonstrating PortfolioMinder and we were busy almost all the time.

I told Duke that this is a good news, bad news situation. We may very well sell a lot of PortfolioMinder when we launch. That is the good news. The bad news is that all those people will need set up and support and its my job to provide wow customer care for all of our customers. I guess that’s not really bad news it is just a great opportunity.

We plan to use a unique approach for PortfolioMinder Customer Care and Sales. We will build a PortfolioMinder Sales and Customer Care Network. Advisers in the PortfolioMinder Sales and Customer Care Network will be Intuit agents who sell PortfolioMinder, and provide pre and post sale support for PortfolioMinder. Agents will work on a contract basis and will be paid for their services on a per case basis with pay per case dependent on customer satisfaction and agent responsiveness. Sales compensation will be based on the agent’s PortfolioMinder sales. Agents will be expected to bill Intuit monthly for their services at preapproved rates.

My vision is that financial planners who are either building their practice or want to augment their current practice will support and sell PortfolioMinder and be paid for their services. One of the wonderful things about this is that these people can do this work from anywhere. We have no geographical location requirements.

We want to find a few awesome people to start providing these services. If you know of anyone who might be interested drop me an email or call me at Intuit at 650-944-3919.

Author: marionvermazen

I am a traveler, hiker, avid reader, Sun alumnus, computer geek, Spanish and French language student, knitter and genealogist. I am retired after working for almost 30 years in the Computer Industry. I live in Reno, Nevada with my husband Duke.

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