A-10631

Notes:

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.

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

Focus on Inside Sales Role

Interview tomorrow with Dennis. Other candidate accepted a different job. Britney has another call with another candidate today.

She is going to refresh to posting on Thursday.

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

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

Meeting with Tony this Thursday (8/21) to review the counter offer.

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

Wes taking 2 weeks off – I don’t like that

Action Items:

In-Line

Completed by: George Fassett