| Touches | Dial attempts: 9 Presentations: 4 Mail / eMail: 2 Appointment/s scheduled: 1 |
| How many employees? |
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| Where are the majority of employees located? |
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| What percentage of employees are using products? |
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| Do you currently offer a program? |
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| Current exclusive agreement for services? |
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| Currently offer any onsite programs? |
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| Offer on-site services #1? |
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| Who makes decisions regarding services? |
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| How do you communicate with employees? |
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| ### FACE TO FACE APPOINTMENT SET FOR FirstName LastName WITH MR. FirstName LastName AND Ms FirstName LastName FOR WEDNESDAY, JULY **,**** AT *:**PM PST####
Spoke to MR. FirstName LastName (MANAGER-HR) of Prospect Company who is extremely interested in the *****services and ******** benefits offered by the $$$$$$ program. The company boasts *** people total with ********* in other cities; this is the primary location with *** employees. Prospect Company is a subsidiary that is owned by the Parent company. Contact has no programs similar to what was described and mentioned that he has instituted a regimen of seminars and employee centered activities that focus on some of the topics Client Company offers. This was already carried out and was a huge success with the employees. FirstName is planning on another session in the fall. He doesn't have any exclusive agreements with any competitors. There are no on site ******** or *** programs. FirstName is also interested in what FirstNamehas to offer its existing customers. He is the sole decision maker in the implementation and also wants to bring the VP of Prospect Company by the name First Name/Last Name. In his words "kill two birds with one stone". The most common way they communicate benefits is through email, but he mentioned that these new week long sessions focused on employees is more effective. |
| Left a detailed message for Mr Prospect explaining the reason for my call. Will follow up. |