CSM Team Stats
Day in the life of a CSM
Ariel Fun Facts
Accounting
Accounting
100
Who's background is this?
Who is Marilyn
100
Where do we put all of the facilitator information for a program?
What is a Job Profile
100
Who started the firm?
Who is Belle Halpern & Cathy Lubar
100
Richard creates about 70 of these each month to be sent to our clients.
What are invoices?
100
Marie processes about 150 of these each month submitted by facilitators.
What are purchase orders?
200
Which CSM is obsessed with Home Renovation Shows?
Who is Julie
200
Name all of the States the CSMs currently live in
What is Indiana, Massachusetts, & Texas
200
Who are the 2 companies we acquired?
Who is BetterCom & The Baron Group
200
This is how often vendors are paid through ACHs and international wires.
What is bi-weekly?
200
These people meet with us in October and February annually. They usually have around 100 special requests for information on top of the many standard requests they require.
Who are auditors?
300
What's Allie's given name?
Who is Allie
300
Name the vendor we use to order program materials
Who is QuadGraphics
300
The Ariel office was located in what city prior to the move to Waltham?
What is Lexington, MA
300
This is tracked monthly by client, salesperson, product type, product, industry, and new versus old clients.
What is revenue?
300
These expenditures by the company are tracked in a spreadsheet and depreciated over their useful life.
What are fixed assets?
400
Who calls their brother "Baby Boy"?
Who is Stormy
400
What is the first step a CSM takes once an opportunity hits 90%?
What is set up a project
400
By expected revenue, who is Ariel's largest client for 2022?
Who is BCG
400
Reconciliations are done at the end of each month for each account on this financial statement.
What is the balance sheet?
400
This is what revenue is called when it has been invoiced/paid but not earned yet. Typically with coaching engagements.
What is deferred revenue?
500
Who's dad has recorded two songs?
Who is Dawn
500
The CSM team gets together every other week, on what day of the week do they meet?
What is Wednesday
500
Who here has been working at Ariel the longest?
Who is Elsa
500
These expenses are recorded with about 15 journal entries each month for things we will have to pay in the future.
What are accrued expenses?
500
These are given out after year end to most facilitators and some vendors who were paid more than $600 during the year.
What are 1099s?