Tom Thomison
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Connecting internal and external roles with affiliate partners as appropriate to support activities of those roles, including managing the relationship with the affiliate partner in service of those activities
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Identifying potential strategic partnerships with affiliates well-suited to supporting HolacracyOne's roles and initiatives
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Establishing and maintaining relationships with affiliate partners
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Facilitating the sale of event registrations for the organization's trainings and events within the pricing model established by Training Business
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Monitoring the organization's systems and processes to maximize the capture of e-mail addresses into the CRM database
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Maintaining the organization's CRM system and executing on all procedures and tasks necessary to properly administer web inquiries, leads, and contacts
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Fielding inbound queries and dialog requests, and routing resulting opportunities appropriately within HolacracyOne
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Creating and maintaining a knowledgebase of CRM-related known issues, known solutions, and FAQ's.
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Publishing appropriate information from the knowledgebase in a manner easily-accessed by customers
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Sending follow-up items to event participants, as specified by Training Business, provided that such items are directly related to the event content
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Supporting members of the Holacracy community in efforts to introduce Holacracy into organizations
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Coordinating internal and external resources to sell and deliver implementation-related services and support tools
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Negotiating & signing contracts to provide consulting services
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Qualifying and scoping potential consulting projects
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Building & maintaining relationships within client organizations
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Creating a sub-circle to fill the role
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Monitoring and responding to posts on the "Implementing Holacracy" CHP discussion forum
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Creating and delivering business development support services for LCF client opportunities
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Administering and governing the licensing program within the bounds of the overall program definition
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Doubly-linking with all licensee organizations
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Monitoring integrity of Holacracy-related services provided by licensee organizations and promptly resolving integrity issues
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Proposing an overall Holacracy licensing program to the GCC (for professional consulting firms), including amendments when appropriate
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Assisting LCF's with selling Holacracy support software
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Adding and terminating accounts in the software product as customers subscribe or unsubscribe
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Providing customer support to software product company admins
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Assisting with software product sales efforts, including demonstrating the software and fielding inbound software subscription inquiries