A-10652

Notes:

Agenda Nic-1-1

Inbound Leads

Claim Logix 25 – Mike P.  person company from California –- moved to Warm250 – can’t get buy in from the owners.

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)

Was on vacation but took the call

Felt Shartega was on the higher end.

Feels the meeting went well.

Follow up now Wednesday on the 27^th.

Discussed overcoming the objection of being too expensive

Told him they were higher than the other companies it is because we are more inclusive – more proactive – etc.

Discounted the server pricing – removing onboarding fee.

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

Goals

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

Follow up / Reach out to Brett Old Leads

Moved into Warm 250

Touched on this again

LinkedIn Process He is creating

Using this class from Kaseya for LinkedIn

Nic is going through this step by step

New Picture and update some of the language on the profile

Create a steady consistent reach out 10-15 per day

No Progress

Joined a sales training called happymsp – this is part of this discovery questioning with lober etc. and linkedin.

Follow up with Contact Science for tracking all calls

We got them lists – they are scrubbing them

No update/understanding is that they are working through it.

$690 was the first scrubbing invoice

Owners son is doing it when he has time, just went back to college

Its all loaded into the platform, Nic can login and look at it.

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

Onboarding with them – Scheduling that tomorrow

Planning to work with them Wednesday 9/10

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

Docusign is sent – needs to be reviewed

HR Company Starting Next week

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

Physical requirements

Work from Home policy

Id like to review and give my input on this

No progress to this – got Britney access to ADP.

She is coming to office on Friday for the team meeting.

Wes, then Sam taking 2 weeks off – I don’t like that (then Doug took Friday off – and it was allowed with conditions to respond if needed)

Two Guys interviewing for ISP. Both coming into office – initial interviews were over teams.

Older guy – experienced – took a job before coming to the office

Younger guy – might not be as quick on the phone – met with in the office

Younger Younger guy – seems pretty motivated – concern with him use this as a stepping stone

Marketing –

Wants new quote format that stands out

Wants to update the capabilities pieces

Need to get the advertisement for CATA done

CATA newsletter

LinkedIn Newsletter

Shartega Paid Advertising Plan (need inbound leads)

MSP Sites.com – other advertising company had this – website platform they designed which pops up with chat – 2 stage forms that capture leads to get to quickly

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

Reporting – SEO / Performance – Analytics – Rankings

Show the ads being made

Show the blogs being made

Show the graphics being made

Show the social media posts/calendar

Show CTA Videos per month

Show AD Landing page

ICPs + Email lists captured each month and YTD

SEO Reporting / Performance Reporting

Score high organically

Action Items:

Inline Items

Completed by: George Fassett