A-10632

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.

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

Two Guys interviewing for ISP. Both coming into office – initial interviews were over teams.

Older guy – experienced

Younger guy – might not be as quick on the phone.

Action Items:

Inline

Completed by: George Fassett