A-10577

Notes:

Reviewed with Nic:

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

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

Reach out via email & phone

No response yet

ICP

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

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

Follow up with Contact Science for tracking all calls

To-Do List of things

Lease 5 Year LOI

Change Management

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

They met – he has gotten a response back – so now they are meeting again tomorrow to go over the response.

Nic to email me the response so I can see

HR Company Starting Next week

They are going to post the Inside Sales Person

Has not occurred yet – Nic needs to follow up with login information

Need a copy of the HR list – probably 15 things or so on it.

Nic to email it to me

She is out of the office the rest of this week – so to follow up next week

Reviewed new marketing portal

Jordan has a to-do list

Some items to note in Action items.

Action Items:

Nic and I going to meet weekly – and may need to build some To-Do Reminders out of Hubspot or other methods.

Get a leads list for Contact Science

Make Nic a Zoom Background

ICP List from emails

Nic is out 31st-8th.

Completed by: George Fassett