A-10611

Notes:

Agenda Nic-1-1

Sales & Leads

Golf Tournament – Review on July 7^th – we did not get to this today.

Met 7-10 dealership owners

Gather data on what they are doing for IT

Few had a little interest – liked the mentality – not sure how long our IT guy is going to stick around – reactive IT person – need to make a change

Few took the business card

Followed up today to book a meeting

Haggerty – contact information

Inbound Leads

Lucksa Rosenthall – Education – IT/Technology Facilitator

Talked to her – she is a 1 man band – at this school – overwhelmed – needs to get a budget approved by the principal- taken back by the range of pricing given to her.

Follow up the week of the 9^th.

Did not yet do it – on To-Do list in HubSpot

Last response was June 20^th – needs to be followed up on

Reached out while he was on the call with me

Dead Lead – Don’t have the budget going to keep their current provider for another year – putting into Warm 250 – might be warm next school year (reach out March/April)

Claim Logix 25 – Mike P.  person company from California –- meeting booked for next week (did the meeting)

Talked to a developer they tasked IT with – not talking to the owner – tough (not the right decision maker) – budget stand point – get the budget approved. Need decision makers on a meeting with us so we can pitch the right person. This is what I can making a hero deal. Not taken back by the price range.

Follow up the week of 9^th.

Let them know Nic will be out and follow up the week of the 9^th

Reached out while he was on the call with me

PulteHomes – vetted it out – should follow up with retained services offering – to do the project

Did not get back to them.

Urban Innovations – Stacy Vearil (HR Person – initial reachout) – CEO is Fabian.

Reach out via email & phone

Had an onsite meeting

$6-8K opportunity

Replace their current IT – having general problems with pro-active – missing alerts – etc.

$5500 right now

Narrow down to two vendors – pricing out Server move to 2-3 vendors.

Follow up tomorrow afternoon (8/20)

Feels the meeting went well.

Meeting on 7.30 w/ Joe Amara – Executive Search – only has 2 laptops. Adding 2 more employees – asked to meet with him since he does executive search guy – so we could maybe have access to some executives at companies.

He was something else.

ICP

Auto Dealerships (who don’t we have – can we attack them more) – ChicagoLand

General Managers

Controllers

COO

CFO

Owners

Manufacturing / Advanced Manufacturing – ChicagoLand

Same titles as above.

Renewable Energy

General Professional Services

Peer Group

Happy to Assimilate anything you send over

Plan for week of 7/28/2025

Follow up with leads met with in the last month or so

Follow up / Reach out to Brett Old Leads

Moved into Warm 250

LinkedIn Process He is creating

Using this class from Kaseya for LinkedIn

Nic is going through this step by step

Create a steady consistent reach out 10-15 per day

No Progress

Focus on Inside Sales Role

Need to post it

ZipRecruiter – I have asked to get notifications as well

No

New HR company is going to do it

Met last Wednesday – created a Shartega email address for it

Need to get her access to all that

Getting the process down regardless of who gets hired and when

Lets build it out

Follow up with Contact Science for tracking all calls

We got them lists – they are scrubbing them

Cycle through call cadence

Track all contacts

Pulls in all reporting

Dials

Conversations

Decision Makers

Add in Email data responses/click-thrus

Get the playbook built/documented

To-Do List of things

Lease 5 Year LOI

Change Management

Talked to Tony today – he is going to follow up with the LOI non-binding.

Agreed to everything except two things – wanted 3 more months on lease term

Additional Parking Space

Meeting with Tony this Thursday (8/21) to review the counter offer.

HR Company Starting Next week

Interviewing & reviewing new candidates for ISP

Working on Job Descriptions to update with needed changes related to work from home and other specifics that are missing from our JDs

Marketing –

Wants new quote format that stands out

Wants to update the capabilities pieces

Wants the presentation to be in Canva not Powerpoint – prints better – easy to change up a couple slides.

Action Items:

InLine

Completed by: George Fassett