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About Bob Gallo

The essence of what I do is to teach my clients how to implement relationship marketing systems that create meaningful and profitable relationships with their clients.

I've been a self-employed business person most of my working life. After mustering out of the Air Force I went to work for an Arthur Murray dance studio as an instructor / salesperson. I'd like to say I was an immediate success but that would be a lie. Being young, shy and lacking any sales skills I was a dismal failure. I was also very stubborn. I enrolled in Sales Training Institute (STI). STI was the leader in developing sales professionals.  In fact, the Air Force used them to train their recruiters.

After graduating, I took a position as a salesman for a national firm that provided bookkeeping services to small businesses. Within six months I was promoted to sales manager. Wanting to be the best in my field I enrolled in a number of business and accounting courses at my local college. But life has a strange way of guiding our actions. After learning that I was majoring in business and accounting, the firm I worked for terminated my employment. It seems they had a policy of not wanting their sales staff to have any knowledge of accounting as they felt that they would be training their competition. I immediately started my own bookkeeping firm.

Within a few years I added financial planning to my list of services and quickly found that I didn't enjoy it. So I allied myself with other financial planners and referred my clients to them. During this time one of my clients became disabled and another died in an auto accident.  The tragedy of these events made me realize that what my clients really needed was to plan their estates. So, I invested in a professional library that would rival most law firms, and attended two years of the same continuing education courses that estate planning attorneys take. I then began preparing estate plans and documents for the majority of my clients. A number of them would show my work to their attorney. Before I knew it, I was getting requests from attorneys to have me prepare documents for their clients under their name.

I sold my bookkeeping firm and focused all of my efforts on providing estate planning services to attorneys. Within two years I had six employees and was working with law firms all across the country. At that point I did an analysis of my business and found that most of my income was coming from just three clients. I also found that if I eliminated my staff and worked directly with these three clients I could work less than 50 hours a month, from my home, and my profits would be higher. Downsizing was an easy decision.

After reducing my workload, I used some of my new found time to write two books on estate planning and teach workshops for the business development division of my local community college. I've taught workshops on bookkeeping for small business, small business marketing, professional salesmanship, improving customer relations, time management, financing a small business, customer loyalty, and yes, even estate planning. I also began searching for a business in which I could use the skills I had acquired over the last 30 years. I wanted something that would be both profitable and personally fulfilling.

I investigated a number of business opportunities but nothing seemed to be a match. Then I got a phone call from a friend in Wichita, Kansas. She wanted me to try a new customer relationship management system that was perfect for business owners and sales professionals. So I did. I have to tell you, I was impressed. Having spent years working with business owners and sale professionals, I immediately saw the potential of this system. This was what I was looking for.

The clients came quickly, but I noticed a problem. It became apparent that most business owners and professionals had no systematic approach to building relationships that produced consistent sales and referrals. That's why I implemented the Rolodex Marketing System. My goal is to help business owners and professionals build relationships that result in increased sales and referrals.

I am available for private business coaching and encourage you to contact me for a FREE 30-minute consultation by phone. I am also available to speak at your organization. For more information or to schedule your free consultation contact me at (503) 345-9152 or by email at BobGallo@TreatThemRight.com

If I can help support you in your efforts to succeed, please feel free to call me.

To your success,

Bob Gallo
Your SendOutCards Marketing Coach

(971) 252-2090
http://TreatThemRight.com
BobGallo@TreatThemRight.com
                              

(C) 2008 Bob Gallo - All Rights Reserved