A-10606

Notes:

Prepped for meeting – reviewed all current initiatives with Jordan – reviewed work done. Prepared agenda.

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

Reach out via email & phone

Had an onsite meeting

$6-8K opportunity

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

HR Company Starting Next week

They are going to post the Inside Sales Person

Posted before he left for vacation – she is now going thru candidates

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

I need to review this list (it is unread in my email) 

Action Items:

In-line

Completed by: George Fassett