A-10584

Notes:

Worked with Nic on his sales efforts, new leads, existing leads, and reviewing part of the marketing plan. Nic needs ContactScience list – we got it narrowed down/specified. I'll work with Jordan to get it built today and tomorrow. Needs it tomorrow afternoon so he can sent it before he leaves.

Reviewed some other efforts as it relates to LinkedIn, ICPs, HR posting for ISP, etc.

Had some more tailoring discussions on ISP and Marketing efforts – we need to continue to shore up whats best for Shartega and getting process together so we can make sure any overlap has good handoffs.

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

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.

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

Follow up with Contact Science for tracking all calls

Have not signed agreement

Need to get them the list first – scrub

No need to sign until you get back

Cycle through call cadence

Track all contacts

Pulls in all reporting

Dials

Conversations

Decision Makers

List “Scrubbing” Service

College kids come in and do it by hand

Meeting with them – ready to go

Need to sign agreement

Need to get them a lead list to scrub

Getting the process down regardless of who gets hired and when

Lets build it out

Action Items:

List for ContactScience

Login for researching leads

Completed by: George Fassett