Find a renewal opportunity Renewals can be found one of two ways: Close a renewal opportunity Once a client has agreed to renew service at a specific price, you’ll need to close the opportunity in Force BC and send it off for approval. There’s two different processes, depending on whether the client is renewing or…
When clients sign contracts with PI, they don’t agree to indefinite service. Instead, PI agrees to provide them service for a certain number of years. As a result, when a new client is signed, Force BC automatically creates what’s called a “renewal opportunity.” When the client’s contract is nearly up, the client’s partner will be…
Branding materials PI’s Brand Resources page contains everything from social media icons to Reference Profile icons. Marketing materials Need a cool graphic or a well-written paper to sway a client? Use our marketing materials in Seismic. Zoom backgrounds Ever wonder how to set your Reference Profile as the background for your Zoom account? Likewise, want…
PI provides a wealth of marketing materials to our partners. We encourage you to use them, while adhering to the restrictions below: Marketing Materials DO Create your own original videos and presentations. Use graphics and videos of Pl products and services supplied to the Network. Publish your own blog/website with original content DON’T Don’t publish…
Building a brand isn’t just about choosing the right buzzwords or communicating your values. It’s about standing out from the crowd. With over 1,000 PI Certified Partners, that can be a challenge. If you align your brand too closely with PI, sure, there’s a risk you’ll break our brand guidelines. The bigger issue, though? Clients…
The way our clients see our products is everything—and it starts with how those products are named. Take, for example, “behavioral assessment” versus “personality survey.” You might think they’re the same. But if you had to spend ten thousand dollars based on name alone, which would you choose? Talent optimization is a competitive marketplace and…
You might think clients choose PI because of our assessments or our software. In reality, clients tend to choose us because of our brand. We’ve spent decades building a brand that’s trustworthy. A brand that uses science as a beacon, not a selling point. A brand that says “Better Work, Better World” and means it….
Create the opportunity Go to Force BC. Select “Register New Opportunity.” Enter the required information and select “Submit.” Select “Continue Unregistered.” Change the opportunity to pro bono Go to the opportunity in Force BC. In the top right, select the dropdown arrow. Select “Create Pro Bono Opp.” This will open a new window. Select the…
By creating a PI Pro Bono opportunity, you agree to provide service equivalent to a paid subscription customer. This includes the implementation, support, best practices, strategic planning, and additional consulting services that empower clients to use PI effectively. Specifically, we require the following complementary support: Client activation support, including: An initial kickoff meeting Client activation…
PI Pro Bono is a program created to advance PI’s mission of “Better Work, Better World” by supporting qualified non-profit organizations. PI Pro Bono is partner-driven. In other words, any partner can suggest a non-profit organization for the PI Pro Bono program. If accepted, the client will receive access to all PI software modules at…