GOAL

We are a performance marketing SaaS platform specifically designed for insurance agents, offering a turnkey solution for lead generation and campaign management. It serves as a multi-brand platform, allowing agents to run campaigns for multiple insurance products and brands under a single account. Unlike traditional lead generation platforms, we focus on helping agents generate their own leads through a combination of targeted ad units, a streamlined quote funnel, and robust analytics tools while providing compliance with the upcoming FCC and TCPA changes regarding 1:1 consent capture.

#GYOL

Vice President

RevGap

Strategic Growth Driver: Guiding startups in accelerating growth with effective go-to-market strategies.
AI Integration: Utilizing AI for deep customer understanding, surpassing conventional sales approaches.
Team Development: Upskilling teams with the latest tools and techniques for market leadership.
Trust-Based Relationships: Focusing on building genuine, trust-based customer connections.
Solution Alignment: Ensuring solutions are tailored to unique customer challenges and aspirations.

Sustainable Growth: Empowering organizations to harness AI for long-term, sustainable growth in their GTM efforts.

Founder

SellMeThisPen

At SellMeThisPen, our goal is to help sellers master their skills faster than ever before ✨

With our AI sales coach 🪄, you can focus solely on the conversation during client calls 🥳 No distractions, just pure engagement. After each call, you'll receive objective and personalized guidance to understand what went wrong and how to improve 🤩

But it doesn't stop there. We believe in hands-on practice. Our AI coach engages in roleplays with you, simulating real-life sales situations, so you can meaningfully sharpen your skills 🤓

Ready to get dangerously good at sales? 😎

GTM Advisor

Pavilion

Executive Member

Leasecake

- Built and managed high-performing cross-functional GTM teams in Sales, Customer Success, RevOps, Professional Services, and Marketing resulting in 10X ARR growth during my tenure. 
- Achieved a 3x increase in ARR within my first 180 days resulting in $12M Series A, showcasing my ability to drive immediate impact with company and board objectives.
- Doubled ACV through revamped pricing, packaging, and value-selling sales motion—streamlined customer journey workflow for optimized monetization and pipeline velocity.
- Developed and executed successful Customer Success and Account Management strategies that resulted in as high as 38% quarterly new ARR contribution, 70%+ NPS, sub 4% annual churn, and 160% NRR,

Vice President, Revenue

EverQuote

Director of Sales

Inside Sales Manager

Director, Business Development

Inside Sales Representative

Arch Creative Group

- Co-founded and led a boutique creative design and development agency specializing in branding, web design, and digital marketing solutions for small to medium-sized businesses.
- Oversaw the agency's day-to-day operations, ensuring smooth workflow and maintaining high-quality standards for all projects.
- Managed a diverse team of creative professionals, including graphic designers, web developers, and digital marketers, fostering a collaborative and innovative work environment.
- Developed and implemented strategic business plans to drive growth and expand the agency's client base, resulting in a 66% YOY increase in revenue over four and a half years.

Managing Partner

Experienced GTM Leader Accelerating Revenue Growth and Building Exceptional Relationships | AI Newbie Pumped to Explore Sales Tech and Embrace the Geekdom 🤓

Chris Nashed

Benchmark Insurance Ltd.

Benchmark Insurance is a niche Insurance agency providing Personal and Corporate Life Insurance, Critical Illness, and Employee Benefits to individuals and businesses throughout Ontario. 

MEET BLAIR ► Trusted Advisor and Consultant for Life Insurance, Critical Illness protection, and Employee Benefits solutions. I am the President and CEO of Benchmark Insurance Ltd. a niche Insurance agency providing Personal and Corporate Life Insurance, Critical Illness, and Group Benefits to individuals and businesses throughout Ontario.

SMALL BUSINESS OWNERS ► We’re also a small business. We’ll never recommend an insurance product or solution to you that we haven’t already incorporated in our business. 

PERSONAL INSURANCE PROTECTION ► When deciding to invest in Insurance it is vital to understand what YOU want to accomplish. Insurance it not a ‘”one-size-fits-all” situation. We help you look at insurance from both sides. Especially with Life Insurance, you’ve prepared the money for your family, but have you prepared your family for the money?

OUR APPROACH TO INSURANCE ► Our goal is to make Insurance work for you. As an independent advisor we are not tied to one specific insurance carrier. We have access to the entire marketplace. This means that you get an unvarnished view of the best option for your needs.

SPECIALITIES ► Specializing in guiding you to the appropriate Life Insurance, Critical Illness protection, and Employee Benefits solution for your unique situation.

President & Chief Executive Officer

Lawrie Insurance Group

	-One of only 11 winners of The Canadian Brokers Network, Chairman's Circle Award
	-2021 recipient of The Canadian Brokers Network, Chairman's Circle Award

Client comments:
Liam:
Blair – I don’t have the words to properly express how grateful we are that you’re in our corner. The level of care that you’ve shown John, and our whole group, today is something I’ve never seen before. You’ve gone above and beyond to make things happen on the ground in Hong Kong and kept us updated the whole time. Thank you. 

Karen:
Thank you so much Blair and for your attention.  If you don't mind, I will keep your info handy and give it out to my clients looking for insurance.  I did enjoy speaking with you and your attention to detail as well.  You are a true professional and I would be happy and confident with you looking after my clients.
 
Thanks and will connect again soon.

Elsie:
I am quite a long time customer and I phoned to speak to my contact there, and she is away on maternity leave. Anyway, my luck, I got to speak to Blair, I’ve got to say how wonderful a person he is. And I want you to know if all your employees are like him WOW! He is something special. He talked to me and he made me feel that I was worth speaking with. He didn’t try to rush me, we discussed things and I wanted advice and prices. I got everything and more than I expected. I appreciate Blair, he was wonderful”

Senior Financial Services Advisor

Translation Toronto

MANAGER – BUSINESS DEVELOPMENT, SALES & MARKETING 
Translation Toronto, Toronto ON
Launched this independent, Toronto-based language translation and transcription service, taking the lead in building out a Canadian sales territory from the ground up, recruiting and developing a staff, and driving an average 30% quarter-over-quarter growth through a combined approach to business development blending professional networking, online sourcing, and cold calling. 
	-Built out and developed a sales territory within a highly competitive region, leveraging comprehensive market and competitor knowledge to source and secure clients based on a differentiated service value proposition.   
	-Sourced and on-boarded new client contracts valued up to $300K through networking events, online searches, and cold call campaigning, playing an instrumental part in developing RFP and RFQ documentation. 
	-Served as the key project manager for contractor relationships with authority for resource selection and analysis, vetting for resumes, writing samples, and references and conducting tests to assess translation and transcription skills. 
	-Tracked contractor projects, balancing up to three translation and six transcription projects at a given time while consistently delivering within deadlines, in addition to developing clear contractor estimates and timelines.
	-Earned a membership on the Board of Trade and Economic Club of Canada and was tapped as a guest speaker on strategies for launching an independent business at the Toronto Board of Trade Small and Medium Enterprise Conference on Business Success.

Manager Business Development

Combined Insurnace

District Manager – Toronto								               
Combined Insurance Company of America (A Division of ACE Insurance), Toronto ON
Tapped by this provider of life, accidental, and critical illness insurance to steer the build up of a client base, meet and exceed sales targets, and drive sales growth in the Toronto market. LLQP licensed.
	-Tasked to address significant turnover for sales personnel, leading the interview, selection, and training processes for the newly minted sales team in addition to tracking, monitoring, and reviewing performance in the field. 
	-Harnessed a thirteen-week internal training process including intensive in-the-field experience to maximize sales output, maintaining a key focus on developing and implementing tactics for success. 
	-Have earned numerous awards recognizing sales leadership including invitation to the President’s Club, three Grand Diamond Awards, the Founder’s Award, and won the quarterly sales driven, Canada wide competition for eight consecutive quarters for top sales volume.

District Manager

euroscript International

MANAGER – BUSINESS DEVELOPMENT, SALES & MARKETING CANADA 				               2011-2012  
Euroscript International, Toronto ON
Brought on board with this multinational language translation company operating in sixteen countries worldwide to assume a mandate in architecting the Canadian business and driving a $200K sales increase by sourcing and securing preferred vendor relationships with clients such as the Ontario Energy Board, BioTalent, CHMC, and ICTC based on strong industry knowledge. 
	-Created RFP documentation for a three-year $150K contract with the Ontario Energy Board with two optional years for English-to-French translation services based on in-depth research and nuanced understanding of the market. 
	-Established a relationship with BioTalent through the Ontario Hospital Association conference, earning the client’s trust and laying the foundation for solid relationship development within the pharmaceutical field. 
	-Played an instrumental part in identifying and capitalizing on new business opportunities throughout Canada, leveraging a networking-driven sales style to generate a $5.5M pipeline sourced through extensive travel in Canada and the US. 
	-Defined strategies for different verticals such as aerospace and defence, manufacturing, financial services, IT, and the public service sector, leading research with the aim of identifying and capitalizing on entry points into the industry. 
	-Promoted collaboration between the Canadian division and worldwide partners EMC and PTC, driving strong QOQ growth, and securing preferred vendor partnerships with 4 major clients.

Manager, Business Development

CLS Lexi-tech Ltd.

MANAGER – BUSINESS DEVELOPMENT, SALES & MARKETING 					              2010-2011     
CLS LexiTech, Toronto ON
Handpicked by Canada’s largest language translation services provider to lead territory development for Canada, spearhead national sales and business development initiatives, and navigate challenges stemming from companies under existing translation contracts resulting in $4M in new sales opportunities with over $1.5M in closed and finalized agreements. 
	-Championed solution-based sales in response to challenges in the Canadian niche outsourced translation services market with an emphasis on clearly defining the product’s economic value proposition based on word count. 
	-Established and developed a $4M sales pipeline through a blended approach combining cold calling, networking events, and tradeshow presentations, in addition to proactive response to RFPs, RFIs, and RFQs.

Business Development Manager

Combined Insurance

SALES MANAGER – OTTAWA 									               2007-2009
Combined Insurance Company of America (A Division of ACE Insurance), Ottawa ON
Tapped by this provider of life, accidental, and critical illness insurance to steer the build up of a client base, meet and exceed sales targets, and drive sales growth in the Moncton market before transitioning to the Ottawa office and rapidly achieving promotion into a Sales Manager position with oversight of one of the top ten sales teams in Canada. 
	-Assembled and developed a five-member sales team that delivered a second place ranking in Ontario as well as a top ten national finish, with each agent producing over $250K in new premium sales. 
	-Tasked to address significant turnover for sales personnel, leading the interview, selection, and training processes for the newly minted sales team in addition to tracking, monitoring, and reviewing performance in the field. 
	-Harnessed a thirteen-week internal training process including intensive in-the-field experience to maximize sales output, maintaining a key focus on developing and implementing tactics for success. 
	-Earned numerous awards recognizing sales leadership including an invitation to the President’s Club, three Grand Diamond Awards, the Founder’s Award, and won a quarterly, nationwide Canada Cup sales competition for eight consecutive quarters.

Sales Manager

Herbal Magic

FRANCHISEE / GENERAL MANAGER 2006-2008
Herbal Magic, New Minas NS
Acquired and assumed a key leadership role within this retail weight loss franchise specializing in client-specific programs and supplements, with accountability for all aspects of operations including staffing, training, marketing, advertising, budgeting, and day-to-day business administration, applying a solutions-oriented approach to motivate and inspire individual success. 
	-Piloted the development of the franchise from the ground up while maintaining a focus on the organization’s values, principles, and mission statement by creating inspirational moments and encouraging presentations by successful clients.
	-Directed a number of sales and service initiatives that steadily increased profitable new business, yielding an average monthly sales increase of 8% to 10%, complemented by large-scale radio marketing and advertising campaigns. 
	-Improved staff training and actively inspired individual ownership of the sales process, conducting one-day training sessions on a weekly basis to communicate and reinforce sales fundamentals.

Franchisee

PATTON PRODUCTIONS

MANAGING DIRECTOR 1996-2006     
Patton Productions, Moncton NB
Established and oversaw this production company aimed at promoting local music in addition to managing special events and marketing programs in response to a market need for the promotion of local artists in partnership with area venue operators.  
	Devised and executed a ‘Freedom After Fifty’ expo and trade show featuring companies and services catering to audiences over fifty, taking the lead in selling booth space and handling all advertising and promotion. 
	-Created a television program titled ‘The Songwriters Circle’ featuring members of the East Coast music industry such as Matt Anderson (Maple Blues Award Winner) and Chris Colepaugh (guitarist with Roch Voisin). 
	-Coordinated the Moncton Harvest Festival and chaired the first annual New Brunswick Music Week, in addition to working extensively with local bar and restaurant owners to secure performance space for promoted artists.

GENERAL MANAGER

I help people fix a problem they don't want to talk about. 

Most people don't want to talk about what happens if they get seriously sick...if they die. 

Here's an example of why you should. At the age of 33, my best friend Rob was diagnosed with Liver, Lung, and Lymph node Cancer. He and his family lost everything. He and his family had to move into the basement of his grandmother's house. They all lived off her meager pension, CPP, and OAS. I promised myself that I would do everything I could to help others if they ever found themselves in the same situation. That moment changed my life. I've been helping to protect people ever since.

I have two goals. 
Help you protect your family with the Critical Illness Guarantee (C.I.G.) plan. 
Help your business and family keep more of what you've made with the Capital Gains Cap (C.G.C.) system.

C.I.G. and C.G.C. gives you Time. Space. Choice. When you need it the most.

taplio

The Battle

Chris Nashed

Blair Patton

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