Catherine fisher pwr point

Catherine Fisher

Accomplishments from IKON/Ricoh USA, Paychex, Inc and Recognition

2010 -2013

Outline• Pg 3) Ricoh USA/IKON Commission Structure• Pg 4) Ricoh USA/IKON: Highlights • Pg 5- 7) Ricoh USA/IKON: Performance Contract/Print

Specialist with Net New Reporting• Pg 8) Paychex: FY 13 Region 4 Fiscal End Rankings

(Approved HRS Quota and % of quota achievement).• Pg 9) Paychex Conference Qualifiers (top 10% of

company)• Pg 10-11) Paychex: Letters from Team Lead and Rookie

Rep Trainer.

IKON/Ricoh USA Commission and Net New Provisions

Note: Catherine Fisher began ramped quota March, 2010

Commission schedule from Jan, 2010 - May, 2010 Conversions, and SR Saves are NOT new business.

% Quota Net NewConversion Save Save - SR

Canon SWAP

Color Base

1.00% 1.00% 0.50% 1.00% 1.00% 10.00% 15.00%

49.99% 1.00% 0.50% 1.00% 1.00% 10.00% 15.00%

50.00% 2.00% 0.50% 1.00% 2.00% 10.00% 15.00%

80.00% 4.00% 0.50% 1.00% 4.00% 10.00% 15.00%

110.00% 6.00% 0.50% 1.00% 6.00% 10.00% 15.00%

Commission schedule from June, 2010 - May, 2012Conversions are NOT new business.

% Quota Net New Conversion Save Win Back Color Base

1.00% 1.00% 0.50% 1.00% 10.00% 15.00%

49.99% 1.00% 0.50% 1.00% 10.00% 15.00%

50.00% 2.00% 0.50% 1.00% 10.00% 15.00%

80.00% 4.00% 0.50% 1.00% 10.00% 15.00%

110.00% 6.00% 0.50% 1.00% 10.00% 15.00%

Ramped Quota Began March 2010. January and Feb, 2010 Quota Was Set at Zero While Training

• 2010 196% of quota• 2011 143% of quota• Launched RPM (Ricoh Print Management =

Fleet takeovers and Software Implementation)• Marketing• Gained TX and Great Plains• Presentations and DOS Training for Mountain

District

% Quota Net New Conversion Save Save - SR Canon SWAP Color Base1.00% 1.00% 0.50% 1.00% 1.00% 10.00% 15.00%

49.99% 1.00% 0.50% 1.00% 1.00% 10.00% 15.00%

50.00% 2.00% 0.50% 1.00% 2.00% 10.00% 15.00%

80.00% 4.00% 0.50% 1.00% 4.00% 10.00% 15.00%

110.00% 6.00% 0.50% 1.00% 6.00% 10.00% 15.00%

Mar-10 277% Net New Apr-10 106% Net New 10-May 113% Net NewTotal Sales $30,464 Total Sales $21,821 Total Sales $32,893

Canon SWAP $14,975 Canon SWAP $5,018 Canon SWAP $4,523 Color Base $2,386 Color Base $3,000 Color Base $12,521 COMDOC $- COMDOC $- COMDOC $-

Conversion $- Conversion $- Conversion $- Maintenance Fleet

Addition $6,952 Maintenance Fleet

Addition $6,325 Maintenance Fleet

Addition $1,200

(Monthly Total) Net New (Total $27,734)

1,908 (Adjusted for total) Net

New $4,869 (Adjusted for total) Net

New $14,649

Save $775 Save $- Save $- Save w/ SR $1,513 Save w/ SR $2,610 Save w/ SR $-

Additional Parts and Labor = $1,956

Additional Parts and Labor = $680

Additional Parts and Labor = $928

Commission Total : $2,505 Commission Total : $1,863 Commission Total : $3,384

Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine FisherMONTH: Mar-10 MONTH: Apr-10 MONTH: May-10Quota $10,000 Quota $20,000 Quota $30,000

Total Revenue $30,464 Total Revenue $22,501 Total Revenue $33,821

TOTAL % Quota 305.00% TOTAL % Quota 112.50% TOTAL % Quota 112.74%Commission $1,468 Commission $1,863 Commission $3,384

11 Net New Placements 21, 20 NET NEW49 Placements, ALL NET

NEW

MARCH, 2010 APRIL, 2010 MAY, 2010

Sep-10 149% of Quota Net New Oct-10 56% of Quota Net New Nov-10 111% of Quota Net NewTotal Sales $64,217 Total Sales $32,640 Total Sales $44,914 Color Base $22,988 Color Base $9,090 Color Base $30,924 COMDOC $- COMDOC $- COMDOC $-

Conversion $- Conversion $- Conversion $-

Maintenance Fleet Addition $- Maintenance Fleet Addition $275 Maintenance Fleet Addition $339

(Adjusted for total) Net New $9,192 (Adjusted for total) Net New $7,445 (Adjusted for total) Net New ($ ) $8,313.30 Save $4,797 Save $10,196 Save $504

Win Back $27,240 Win Back $5,634 Win Back $4,834 0 $- 0 $- 0 $-

Additional Parts and Labor = $575 Additional Parts and Labor = $- Additional Parts and Labor = $-


Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine FisherMONTH: Sep-10 MONTH: Oct-10 MONTH: Nov-10Quota $40,000 Quota $40,000 Quota $40,000 Total Revenue $64,792 Total Revenue $32,640 Total Revenue $44,914

TOTAL % Quota 161.98% TOTAL % Quota 81.60% TOTAL % Quota 112.28%Commission $6,831 Commission $2,338 Commission $5,646 83, 80 new 38, 33New 58, 52 NewSEPTMBER, 2010 OCTOBER, 2010 NOVEMBER, 2010

10-Dec 110% of Quota Net New 11-Jan 37% of Quota Net New 11-Feb 114% of Quota Net NewTotal Sales $89,832 Total Sales $40,749 Total Sales $64,182

Canon Take Away $- Canon Take Away $- Canon Take Away $- Color Base $11,609 Color Base $5,009 Color Base $20,241 COMDOC $- COMDOC $- COMDOC $-


Maintenance Fleet Addition $3,757 Maintenance Fleet Addition $427 Maintenance Fleet Addition $14,100

(Adjusted for total) Net New $21,081 (Adjusted for total) Net New $2,509 (Adjusted for total) Net New $11,214 Save $45,825 Save $25,989 Save $18,627

Win Back $7,560 Win Back $6,816 Win Back $-

Additional Parts and Labor = $783 Additional Parts and Labor = $297 Additional Parts and Labor = $-


Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine FisherMONTH: Dec-10 MONTH: Jan-11 MONTH: Feb-11Quota $40,000 Quota $40,000 Quota $40,000 Total Revenue $90,615 Total Revenue $41,046 Total Revenue $64,182

TOTAL % Quota 226.54% TOTAL % Quota 102.62% TOTAL % Quota 160.46%Commission $4,493 Commission $1,840 Commission $4,741

107, 83 2010: 196% overall 56, 28 59, 46

DECEMBER, 2010 117% overall Net New JANUARY, 2010 FEBRUARY, 2011

11-Mar 112% of Quota Net New 11-Apr63% of Quota Net New 11-May91% of Quota Net NewTotal Sales $45,562 Total Sales $45,772 Total Sales $57,801

Canon Take Away $3,780 Canon Take Away $- Canon Take Away $- Color Base $- Color Base $17,014 Color Base $- COMDOC $- COMDOC $- COMDOC $-


Maintenance Fleet Addition $9,600 Maintenance Fleet Addition $1,038 Maintenance Fleet Addition $-

(Adjusted for total) Net New $30,946 (Adjusted for total) Net New $5,118 (Adjusted for total) Net New $32,289 Save $642 Save $20,657 RPM Fleet $4,212

Win Back $594 Win Back $1,944 Save $21,300

Additional Parts and Labor = $- Additional Parts and Labor = $260 Additional Parts and Labor = $-


Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catheriine Fisher Contract Sales Rep: Catherine FisherMONTH: Mar-11 MONTH: Apr-11 MONTH: May-11Quota $40,000 Quota $40,000 Quota $40,000 Total Revenue $45,562 Total Revenue $46,032 Total Revenue $57,801 % Quota 113.90% % Quota 115.08% % Quota 144.50%Commission $2,725 Commission $3,362 Commission $2,403 17, 13 New 39, 21 38, 26MARCH, 2011 APRIL, 2011 MAY, 2011

***Medical Leave June and July, 2011*** Quota Adjusted to $400,000.00 for Year 201111-Aug 106% of Quota Net New 11-Sep 80% of Quota Net New OCT, 2011 LAYOFFS AND NEW REPORTING SYSTEM

Total Sales $45,336 Total Sales $46,259 October - December, 2011: 2011: 143% of Quota

Canon Take Away $- Canon Take Away $894 113% of Quota Net New

Color Base $8,060 Color Base $7,378 OCT, 2011: $34,973

COMDOC $- COMDOC $- % OF QUOTA NET NEW: 100%

Conversion $- Conversion $- NET NEW: $30,426.51

Maintenance Fleet Addition $2,428 Maintenance Fleet Addition $- % OF QUOTA: 87%

(Adjusted for total) Net New $663 (Adjusted for total) Net New $20,306 COMMISSIONS: $RPM Fleet $31,040 RPM Fleet $-

Save $3,145 Save $14,364 NOV, 2011: $103,183.00

Win Back $- Win Back $3,317 NET NEW: $92,887.50

Additional Parts and Labor = $- Additional Parts and Labor = $- % OF QUOTA NET NEW: 232%

Commission Total : $3,288 Commission Total : $2,854 % OF QUOTA: 260%

Contract Sales Rep: Catherine Fisher Contract Sales Rep: Catherine Fisher COMMISSIONS: $MONTH: Aug-11 MONTH: Sep-11

Quota $40,000 Quota $40,000 DEC, 2011: $82,806.50

Total Revenue $45,336 Total Revenue $46,259 NET NEW: $82,806.50

% Quota 113.34% % Quota 115.65% % OF QUOTA NET NEW: 207%

Commission $3,288 Commission $2,854 % OF QUOTA: 207%August, 2011 September, 2011 COMMISSIONS: $

HRS Approved Revenue FY 13 May Weekly RankingsRank HRS Sales Rep Dist June July Aug Sept Oct Nov Dec Jan Feb Mar Apr May Total Quota %

1 Brent Mullin 50 0 23,055 18,761 14,694 6,691 4,531 60,140 2,171 20,584 22,168 24,274 28,191 225,260 175,000 129

2Naydu Brandenburg 51 4,648 13,593 16,569 3,159 0 1,677 15,338 18,359 23,999 26,348 15,568 27,588 166,846 146,000 114

3 Evan Pawloski* 50 14,412 6,887 15,205 11,410 16,799 10,910 35,079 14,409 6,010 26,860 -850 26,098 183,229 175,000 1054 Sharon Murbarger 25 8,156 12,448 32,503 7,741 11,478 9,610 33,581 22,526 15,536 7,714 4,190 25,660 191,143 175,000 1095 Jim Conner* 51 7,452 10,644 11,841 24,886 12,572 7,919 43,735 10,349 20,599 23,835 13,310 25,233 212,375 167,700 127

6Courtney Kettleson 25 11,844 18,303 6,626 19,306 9,253 14,073 28,864 21,755 14,015 20,860 7,355 24,194 196,448 175,000 112

7 Tom Hamilton* 25 16,530 14,075 10,649 14,632 15,606 9,689 37,715 13,307 2,753 15,906 23,314 21,979 196,155 175,000 112

8 Jon Manchester 50 16,109 15,763 16,404 17,351 14,677 -1,913 36,566 27,139 8,003 16,749 16,285 21,964 205,097 175,000 117

9Catherine Fisher** 25 0 0 7,628 23,464 12,897 6,371 40,802 13,042 11,015 26,896 8,437 20,356 170,908 107,000 160

10 Tara McFarlane 25 8,277 1,707 590 6,651 23,635 19,635 57,431 29,186 10,332 24,929 23,153 20,287 225,813 137,000 16511 Steve Wilson 51 10,491 9,778 16,855 19,393 6,081 5,176 54,586 21,799 6,512 12,305 17,865 17,152 197,993 175,000 11312 Ed Davies 25 5,252 1,650 12,723 14,276 13,592 20,312 44,395 17,238 4,097 15,091 15,484 16,461 180,571 190,000 9513 Keegan Denton** 25 626 0 10,831 4,449 1,915 4,979 38,821 7,918 -234 0 7,430 15,050 91,785 98,000 9414 Isaac Brown* 51 22,823 16,014 7,136 16,336 9,096 19,870 27,209 11,510 26,383 12,000 8,654 14,643 191,674 175,000 11015 Matt Crnkovich* 50 6,200 15,237 11,335 18,721 11,163 9,215 19,587 -4,722 10,624 10,231 8,924 14,375 130,890 175,000 7516 Angela Morrow 8 3,564 11,718 21,655 31,692 22,972 16,850 48,252 16,072 41,965 15,471 10,114 13,468 253,793 190,000 13417 Patti Finnegan 25 19,612 16,271 25,871 13,741 22,554 7,342 48,266 25,505 9,276 14,523 13,786 13,033 229,780 190,000 13418 Steve Nold 51 14,514 17,123 6,241 18,423 15,285 11,523 25,253 35,183 5,415 5,578 29,771 10,414 194,723 175,000 11119 Brandon Harker 8 0 0 0 0 0 0 27,137 9,490 3,673 10,441 3,861 9,995 64,597 74,000 8720 Ray Guerin** 25 0 0 0 0 0 0 14,759 4,221 18,142 8,785 14,938 9,558 70,403 51,000 138

21Michael Sterczek** 8 0 0 0 0 7,129 2,118 8,610 4,814 8,628 4,716 6,283 8,643 50,941 85,000 60

22 Ryan Kay** 50 0 0 0 0 9,113 4,837 35,612 6,424 14,354 12,240 14,751 8,339 105,670 85,000 12423 Elyssa Geisenhoff 25 0 0 0 390 4,320 6,826 10,742 8,351 9,630 18,318 8,235 8,229 75,041 NA

24Anthony Birdwell** 83 1,778 10,907 9,905 16,765 16,256 6,261 15,598 16,075 -2,266 -9,614 6,040 5,774 93,479 117,000 80

25 Rachel Morton** 83 0 0 0 2,418 2,550 6,723 7,748 7,173 2,543 8,128 -641 4,548 41,190 85,000 4826 Derek Patrosso 50 0 0 0 0 0 0 0 0 0 713 11,091 3,747 15,551 15,000 10427 Carlos Jara** 51 0 0 1,216 5,080 5,995 2,288 12,822 20,906 22,930 10,797 13,064 1,710 96,808 85,000 11428 Philip Bitzaya 8 9,680 9,109 20,222 16,196 16,608 12,913 54,624 6,694 28,898 -1,275 4,708 665 179,042 175,000 10229 Rick Zapata 8 20,395 8,530 9,956 3,383 16,972 11,773 26,846 -870 7,325 -4,966 11,242 224 110,810 175,000 6330 Ryan Kander** 50 2,460 1,735 15,048 5,288 10,527 3,054 20,644 -1,902 7,933 -378 13,560 -3,660 74,309 117,000 64 June July Aug Sept Oct Nov Dec Jan Feb March April May Total HRS APP Total 332,491 302,271 395,149 375,329 384,492 244,063 1,024,080 426,545 368,356 369,952 355,978 402,101 4,980,807

NOTE: Order above reflects the final week of the fiscal year for May alone. Two columns furthest to the right indicate actual quota achievement. March, 2012, Awarded Zone Rep of the Month. * indicates rookies, ** indicates pre-rookies.

Letters of Recommendation from Paychex

Thomas HamiltonPaychex Senior Benefits Consultant4650 W Spencer StAppleton, WI [email protected] October 22, 2013 To whom it may concern: I worked with Katie Fisher at Paychex where we both sold 401k and FSA benefits to small and medium size companies. Katie is a result driven, highly competent, and skilled sales professional and I recommend hiring her. I pride myself on being able to learn something new and hit the ground running, but Katie is the master. Katie is able to quickly absorb information and put it to use with clients and prospects. This allowed her to be the only sales representative in our sales district to ever qualify for Conference in an eight month pre-rookie year. In eight months, she spent three to four weeks out of the field in training, and then sold enough to qualify for the company incentive trip for top performers. Others on the team have worked in the position for five years before earning this trip. Katie’s communication skills allow her to simplify complicated conversations for her clients, which makes it easy for people to buy from her. Paired with her high level of energy, enthusiasm, and passion she has for sales, Katie is a near unstoppable force in the proper selling environment. Overall, Katie possesses selling abilities and traits that can’t be taught, which makes her an asset to any sales organization. The selling community needs more Katie Fishers, and I would love to have her on my sales team. Please feel free to contact me with any questions about this recommendation or my experience with Katie. Sincerely, Thomas Hamilton920-851-2386

mailto:[email protected]

October, 23rd, 2013

To Whom It May Concern:

Catherine Fisher was a huge asset to Paychex. She is fully dedicated and exceed her quota her entire time at Paychex. She is very intelligent and puts in 150% in learning the product to ensure that she can be passionate about what she is selling. Catherine is extremely talented in Sales and would be a huge asset to any company.

When I was introduced to Catherine during her first week at Paychex, I was assigned to telemarket with her. Typically during the two hours scheduled, reps will set between 1 to 3 face to face appointments. Not only did Catherine go down my list of prospects and set ‐ ‐ 7appointments in less than 40 minutes (our time was cut short due to a client appointment), she insured that each of the 7 appointments was set with an owner or officer of the company. When our manager called to ask me how I thought Catherine would do, I had no hesitation in telling him that she would be the rookie of the year upon her first full fiscal year in 2014. I have been mentoring Paychex pre- rookie/rookies 3 years ago. I have yet to see another rep ‐ parallel the effort I see put forth from Catherine Fisher. She is a natural and I will miss her very much.

I can be reached at 262-794-7445 and would highly recommend Catherine Fisher.

Kindest regards,

Sharon MurbargerPaychex Inc.262- 794- 7445‐ ‐

Catherine fisher pwr point

Career