The Pareto System Application Process
Pareto Systems has developed a very well-defined Application Process for The Pareto System Consulting Programs. We are very committed to working with you to absolutely ensure that the chosen program makes sense for you and/or your team. The steps are as follows:
Introduction Kit: When an advisor expresses an interest in exploring whether The Pareto System is a FIT, we send an Introduction Kit, complete with Program Fact Sheets.
Follow Up Call: Tammy Smith will call to ensure that the Introduction Kit was received. If you express interest at that time to further explore The Pareto System Application Process, you will be booked to speak to Ken Ackerman for an initial 20-minute Application Process Conversation.
Application Process Conversation: Ken will speak with you to learn more about your goals and challenges, and to further clarify the Application Process. If the interest exists to move to the next step, Ken will email The Pareto System Application Form to you. You will decide what would be a reasonable target date for you to email, (or fax) the completed Application Form back, and agree to an appointment for an Application Review with Ken.
Application Review: The sole purpose of the Application Review is to book a one-hour Consulting Evaluation Session for you with one of The Pareto System Senior Implementation Consultants, as well as the “Is There A FIT?” appointment, to be scheduled 48 hours later.
Consulting Evaluation Session: The very clear goal of the Senior Implementation Consultant is to get to know the prospective client, and to develop an understanding of what the next steps are to take their business to the next level. This is a true consultation, and the Senior Implementation Consultant will give clear feedback and suggestions to you. If, at the end of this hour, there is agreement that there is a FIT, and you would like to become a Client, you and the Senior Implementation Consultant will agree to meet for the “Is There A FIT?” call. This will give you and the Senior Implementation Consultant two days to mull over the advisability of moving ahead.
Is There A FIT?: If the agreement to proceed still exists, then the Senior Implementation Consultant will have an Enrollment Kit couriered to you. Ken Ackerman’s office will call to book a suitable time for a Contract Review appointment. The Senior Implementation Consultant will decide which of The Pareto System Implementation Consultants will be the best FIT for you.
Contract Review: Ken will answer questions about the agreement, clarify payment options, and book the first consulting session for 2 weeks or more in the future. You will agree to return the signed agreements and agreed-upon payment(s) in the provided FedEx envelope.
Last Steps: Ken monitors the process to ensure that every step is completed properly. Ken will ensure that you are set up on The Pareto Platform, and that you receive your Welcome Kit, once your agreements and payment have been received.