A-10545

Notes:

Agenda Nic-1-1

1.      Sales & Leads

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

                                                                             i.      Met 7-10 dealership owners

                                                                          ii.       Gather data on what they are doing for IT

1.      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

2.      Few took the business card

3.      Followed up today to book a meeting

                                                                        iii.       Haggerty – contact information

b.      Inbound Leads

                                                                             i.      Education – IT/Technology Facilitator – meeting booked for next week

1.      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.

2.      Follow up the week of the 9^th.

                                                                          ii.       25 person company from California – meeting booked for next week

1.      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.

2.      Follow up the week of 9^th.

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

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

1.      Did not get back to them.

c.      Brett Old Leads

d.      Plan for week of 7/14/2025

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

                                                                          ii.       Follow up / Reach out to Brett Old Leads

                                                                        iii.       LinkedIn Process He is creating

1.      Using this class from Kaseya for LinkedIn

a.      Nic is going through this step by step

2.      Create a steady consistent reach out 10-15 per day

                                                                        iv.       Focus on Inside Sales Role

1.      Need to post it

a.      ZipRecruiter – I have asked to get notifications as well

2.      New HR company is going to do it

3.      Follow up with Contact Science for tracking all calls

a.      Cycle through call cadence

b.      Track all contacts

c.      Pulls in all reporting

                                                                                                                                                                       i.      Dials

                                                                                                                                                                    ii.       Conversations

                                                                                                                                                                  iii.       Decision Makers

d.      List “Scrubbing” Service

                                                                                                                                                                       i.      College kids come in and do it by hand

4.      Getting the process down regardless of who gets hired and when

a.      Lets build it out

2.      To-Do List of things

a.      Lease 5 Year LOI

                                                                             i.      Change Management

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

b.      HR Company Starting Next week

                                                                             i.      They are going to post the Inside Sales Person

3.      Marketing –

Reviewed Active (stop gap work with Jordan)

Reviewed Marketing Plan documents with Nic. It was a bit clumbsy, and they need alot more work. Promised to send over by EOD monday. These are just drafts and he needs to review and give his input.

Action Items:

Complete Marketing Plan by Monday.

Completed by: George Fassett