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- 1. Improving performance, reducing risk LRQA North America Lead Referral Program (LRP) An Internal Program to Award LRQA Employees FOR INTERNAL USE ONLY
- 2. For Certification, Verification and Customized Assurance… The LRQA North America Lead Referral Program is an incentive program intended to encourage LRQA employees to proactively engage with our existing and potential clients in a way that could result in new Certification, Verification, Customized Assurance and Training business. Financial rewards will be provided for quotations issued, contracts won and training sold as a result of Leads generated through this program. How does it work? You talk to an existing or potential new client about LRQA services, and they express interest! 2 3 4 You complete the online LRP lead entry form, and you get instant acknowledgement of lead receipt! Sales follows up with the lead, and... Sales works to win the contract, and... 1 The Lead will automatically be tracked as having come from you, and you can rest assured that you’ll get Lead credit! EXISTING CLIENT: If quote is issued, you’ve earned $25! NEW CLIENT: If quote is issued, you’ve earned $50! EXISTING CLIENT: If contract is won, you’ve earned $75! NEW CLIENT: If contract is won, you’ve earned $125! Contract Bonus! If contract value exceeds $15,000, you’ve earned an additional $200! For Public and On-site Training... You talk to an existing or potential new client about LRQA services, and they express interest! 2 3 4 You complete the online LRP lead entry form, and you get instant acknowledgement of lead receipt! Sales follows up with the lead, and... Sales works to win the contract, and... 1 The Lead will automatically be tracked as having come from you, and you can rest assured that you’ll get Lead credit! PUBLIC COURSE: If attendee registers, you’ve earned $50! ON-SITE COURSE: If quote is issued, you’ve earned $50! ON-SITE COURSE: If contract is won, you’ve earned $50! On-site Bonus! If contract value exceeds $15,000, you’ve earned an additional $200! End of Year Bonus The individual that has generated the most Leads that result in quotations issued will receive an extra $500 bonus at the end of the financial year. All currencies quoted are in USD. To qualify as a lead under the LRP, the lead must be submitted using the LRQA LRP Lead Entry Form FOR INTERNAL USE ONLY
- 3. Got a lead? Submit it now through the LRQA LRP Lead Entry Form! In the 2015/16 FY, the LRP paid $4,075 to eligible employees in North America! LRQA North America Lead Referral Program Participation Criteria Please carefully read through and understand LRP criteria and note that the LRP program may be withdrawn or changed at any time. What is a lead? A lead is any and all clients or prospective clients who express interest in an LRQA service. For example, they request information, request a quotation, request course registration, request contact, request follow up, etc. To qualify as a lead under the LRP, the lead must be submitted using the LRQA LRP Lead Entry Form. Who is eligible and who gets credit for the lead? • All LRQA employees (excluding Sales and Marketing employees) in the US and Canada are eligible to participate in this program. The LRQA Americas Leadership Team* is not eligible for payment through this program. The LRQA Americas Area Sales Manager has the initial responsibility of determining lead qualification under the program; however, the Americas Area Operations Manager has final responsibility for resolving any eligibility or program questions. • Lead credit will be provided to the person(s) who generated the eligible lead and has submitted the lead through the LRQA LRP Lead Entry Form. • LRP Leads must be provided before the quotation is issued. What types of leads are not included? • The intent of this program is to reward employees or subcontractors for developing leads for new business. Therefore, routine situations where the client has called us to ask for additional info, or Client Information Forms (CIFs) submitted by clients do NOT qualify. Questions on eligibility can be directed to the Sales Managers or escalated to the Americas Leadership Team for final resolution if necessary. All leads will be verified to confirm they are related to new business development (vs. renewals or extensions of existing scopes of work). • Pay-outs will only be made on the initial opportunity; any future resulting business does not qualify. Is recommending Training to a client consultancy or a conflict of interest? • It is totally acceptable for Assessors/Client Services to recommend attendance on LRQA public training events as an integral part of clients’ general organizational improvement plans. Training can also be recommended in response to Nonconformities (NCs) provided the assessor also indicates there are other training providers available. • However, what is not allowed is recommending on-site solutions or workshops specifically designed to address and actually solve any NCs raised by LRQA assessors. This would normally constitute lack of impartiality and would likely be considered consultancy by our accreditors. How are leads created and where can I track my lead? Complete the LRQA LRP Lead Entry Form with lead information for instant acknowledgement and tracking in Salesforce. The lead will be allocated to a member of the sales team for follow-up. Sources for the leads will be tracked in Salesforce, reported every month and made visible in Sales folder in Link. You may access the LRQA LRP Status Report in Link at all times or contact the Sales Managers at any time for the status of your lead. How often will the payments be made? Payouts will be made by the 15th of the month following the month in which the quote is issued and/or contract is won. When can payments not be made? Payment cannot be made if the lead was generated by an Assessor or employee who, within the previous 2 years or as is defined by the specific standard’s or scheme’s accreditation requirements, has also provided consultancy services to the prospective client. Note, for some standards and schemes, the duration may be more or less than 2 years; for clarification, please contact the appropriate program, standard or scheme Technical Manager. This is an important element of the rules of LRQA’s accreditation. FOR INTERNAL USE ONLY
- 4. Lloyd’s Register Quality Assurance, Inc. 1330 Enclave Parkway, Suite 200 Houston, TX 77077 USA Business Advisors: +1 866-971-LRQA (5772) LRQA Training: +1 888-877-8001 info-usa@lrqa.com sales-usa@lrqa.com @LRQALRQA Group LRQA Americas www.lrqausa.com Lloyd’s Register Quality Assurance Inc. 1330 Enclave Parkway, Suite 200, Houston, Texas, 77077 Lloyd’s Register and variants of it are trading names of Lloyd’s Register Group Limited, its subsidiaries and affiliates. Lloyd’s Register Quality Assurance, Inc. is a Delaware USA corporation. Care is taken to ensure that all information provided is accurate and up to date. However, Lloyd’s Register accepts no responsibility for inaccuracies in, or changes to, information. Copyright © Lloyd’s Register Quality Assurance, Inc. 2016. A member of the Lloyd’s Register group. FOR INTERNAL USE ONLY