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Product doc:
https://docs.google.com/spreadsheets/d/15n6CwOnVhhRqVXiHX8yPTvNuq5W88oenH67VdxbuXEI/edit#gid=1300803722
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TimestampNameEmailPhoneMy biggest challenge / problem is . . . Referred BySent PDFWho Sent PDFUpdated In MCATFirst contact after sendingCalled - list most recent if called more than once30 minute strategy sessionNOTESMark's RatingUpdate / Add them into MCATUpdate Status // Date Last ContactedBrenna - Real Estate & ? ? ? Karen - E-VA and AV coachingKen - CPA / Accounting & SystemsFitz - PrintingLead for E-VA ServicesLead for Mastermind PartnershipsResearch done in MCAT &/or with MarkPossible Sales# of contactsApt. Set30 Min Apt. KeptX-Ray SoldAV SoldStep 2: Follow up with a callStep 3:Step 4:100. Individual Managing / Overseeing Process110. Name Of Person Doing Initial Follow UpQuality of lead to turn into dollarsResponse/Follow up date and time.1st response time120. NEXT Step and/or strategy130. Results Of ContactWhat triggered person to take action?140. Sale - Yes/NoSales Cycle from initial contact date150. Followed System / Script160. Actual Talked To170. Emailed communications180. Level 1 - 2 ExaminationAvg. Time to gather key Info190. Solution - 30 Min./Asked For The Sale200. Objections Overcome210. Basic Sale220. Intermediate Sale230. Advance Sale
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Top 10 Prospects
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1Allen Wells
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2Harlan Accola
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3Bruce Brankle
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4Paul Wilson
8
5Brenda Gray
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6London Whitted
10
7Rich Brown
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8Sue Kelbus
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9
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12/23/2014 5:31:03Vicki Williamsvickiw@anchormort.com334-233-5626managing my paperworkemail12/23/2014 19:39:00Kb12/24/201412/23/20141/20/20151/20/15 no interest1/20/2015
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12/24/2014 7:18:34Bruce Lochbrucel@lencpas.com610-366-7300
My biggest challenge is developing new business.
email12/24/2014 12:00:00Kb12/24/201412/29/20141/20/2015
1/20/15 polite but no further interest, 2/16 - emailed invite to Tuesday 9:30 call
2/16/2015
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12/24/2014 7:46:11DANIEL POLACHEKDAN@DWPOLACHEK.COM413-584-5809COMMUNICATION WITH STAFF12/24/2014 12:00:00Kb12/24/201412/29/20141/20/2015
1/20/15 hasn't opened; too busy; buried till May; will f/u
1/20/2015
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12/24/2014 8:55:06Jorge Herrerajorge@herreracpacia.com210-341-2300
Growth maintaining/improving profitability
Email12/24/2014 12:00:00Kb12/24/201412/29/20141/20/2015
1/20/15 lm mentioning BC and implement sticky message elements
1/20/2015
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12/24/2014 12:38:40London Whittedlondon@4uresourcenetwork.com925-698-7669Expanding Referral NetworkEmail12/24/2014 12:43:00Kb12/24/201412/29/20141/12/2015
2/16- emailed invite to 2/17 call
2/16/2015
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12/24/2014 20:47:48Miriam Iwrey
miriam@newachievementselitecoaching.com
773-690-0616reaching more womenKaren Carlson12/25/2014 19:03:00Kb12/27/201412/29/20141/20/20151/22/2015
1/20/15 on roundtable call; scheduled 30 minute SS; follow up in June for possible further benefit
1/20/2015
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12/25/2014 9:14:11Rich Brownrbrown@terrenon.com630-881-7931Finding qualified prospectsKaren Carlson12/25/2014 19:03:00Kb12/27/201412/29/201412/29/2014
attended coffee connections - try for 30 min
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12/25/2014 17:35:17Jeff Arnoldjeffarnold1133@gmail.com630-926-5155Karen Carlson12/25/2014 19:03:00Kb12/27/201412/29/20142/24/2015
1/22/15 lm asking if he received WP; 2/24/15 lm
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12/26/2014 7:56:03Ginaginad@gonextpage.com816-459-8404Karen Carlson12/26/20141:26pmKb12/27/201412/29/20142/24/2015
1/22/15 out of town till next week. will call back; lm 2/24/15
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12/28/2014 15:37:46Mary Ellen Georemarye123@yahoo.com12/29/2014 12:15:00Kb1/2/2015
Bad email address
Delivery Error - cannot call to check; tried emailing again - TL
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12/30/2014 17:37:13Cassieclbecker4@yahoo.comKaren Carlson12/31/2014 12:44:00Kb1/2/20151/6/20152/24/2015
1/22/15 emailed to verify receipt of WP and invitation to connect via phone; email 2/24/15
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12/30/2014 17:42:38Bart Naybartnay@bartnayprinting.com12/31/2014 12:44:00Kb1/2/20151/6/20152/24/2015
1/22/15 emailed to verify receipt of WP and invite to connect via phone; lm 2/24/15
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12/31/2014 0:40:24RobertGhco78@msn.com814-774-2172-wrong #Making the callFacebook12/31/2014 12:44:00Kb1/2/20151/5/20152/24/2015
got call back from woman saying wrong #; sent email re; receipt of sticky messages wp
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1/2/2015 14:44:39Misty Reynoldsmisty@evbllc.com
Myself- I know I have the ability to do great things but low self esteem and negativity stop me from being great vs good
Randy Eikermann
1/3/2015 16:26:00Kb1/9/20151/5/2015n/a
works with Randy who is existing client
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1/2/2015 21:57:46Roger Sorrellrsorrell24@gmail.com518-561-2019
Getting new people to view my business.
Karen1/3/2015 16:26:00Kb1/6/20151/5/20152/24/2015
sent email 1/3/15 11:58am thanking him for requesting paper. 1/22/15 tt has not read. asked to follow up next week; 2/11/15 tt Roger - still has not read; asked why he requested it; finishing PHD and likes to research for his biz. Asked to email him my contact info and said he will call when he gets to it. 2/14/15 emailed he read it. Sent questionnaire for 30 minute. Said not money to invest. 2/24/15 f/u message
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1/5/2015 1:56:50Lidia Moralesmoraleslidia02@yahoo.comTime management Mark1/5/2015 13:05:00Kb1/9/20151/5/2015
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1/5/2015 14:51:02Ken Buccikbucci@bucci-associates.com781-584-8218New ClientsMark B1/6/2015 15:04:00Kb1/6/20151/6/20151/22/2015n/a
existing client; now co-author of Sticky Messages WP 1/21/15
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1/6/2015 14:37:45Felicity Solomonsolomonfelicity@gmail.com708-374-8282
House keeping on a schedule, building a community of sharing
Karen Carlson1/7/2015 11:24:00Kb1/8/20151/9/20152/25/2015
1/22/15 lm to verify receipt and offer to connect via phone; returned call. has not read. highlighted some points. curiosity peaked. suggested doing a training on this. 2/16/15 sent questionnaire for 30 minute session. will schedule when done; 2/25/15 tt Felicity about wp; asked about course; sent link; will f/u with Level 1 & @
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1/8/2015 15:07:42Scott Jongsmasjongsma@talmerbank.com1/9/2015 13:51:00Kb1/9/20151/12/20151/22/2015n/a
existing client; 1/22/15 email to verify receipt and invite to connect via phone; replied to email that he got it, read it. has book and is a good reminder to make messages stick.
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1/8/2015 18:54:58Chadchadgbuttars@gmail.com801-941-8400Scott Allred1/9/2015 13:51:00Kb1/9/20151/12/20151/22/2015
existing client; 1/22/15 lm verifying receipt and inviting to connect via phone
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1/9/2015 18:22:23Moriah Gause asbmtmassage@gmail.com
Finding therapists to work my clinic & building their practices with regular clients
1/10/2015 11:55:00Kb1/12/20151/22/20152/24/2015
1/22/15 emailed to verify receipt and invite to connect via phone; email 2/24/15
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1/12/2015 13:19:31Brenda Grayldytinr@comcast.netgetting more clientsKaren Carlson1/12/2015 13:28:00Kb1/12/20141/21/20153/30/2015
3/30/15 - invited to Tuesday call - TL
3/30/2015
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1/12/2015 18:08:03Francesfendencia@gmail.comclosing on dealsKaren carlson1/13/2015 11:55:00Kb1/14/20151/17/2015
read WP, does not want to join my network (?)
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1/21/2015 9:44:40Sue Kelbusskelbusppls@sbcglobal.net630 605-1029
Getting employees to not say I have to talk with my spouse or i love this but need to think it over
kaern carlson1/21/2015 12:39:00Kb1/21/2015
1/22/15 - was on Legacy Partners call today - invite to next week's call; Sue replied that call was very unclear and not beneficial. Not interested in further info
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1/22/2015 9:39:23Edward Reeveew.reeve@yahoo.com630-650-9550
Being recognized as a legitimate business person
Karen Carlson1/22/2015 13:32:00Kb1/22/20152/11/2015
2/11/15 - tt Ed; he is reading Made to Stick and getting ideas. Asked if he should print wp.
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1/22/2015 17:13:43Denisedhowell50@comcast.net1/23/2015 11:27:00KB1/23/20152/24/2015
2/11/15 email to verify receipt; email 2/24/15
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1/26/2015 9:00:42Juliejuliechinbloom@gmail.com
Getting people to understand this is not a .. scam..!!
Karen Carlson1/26/2015 13:36:00KB1/27/20152/17/2015
2/17/15 contacted about strategy session. Sent questionnaire. Will schedule once completed. On (Karen's energy biz team)
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1/28/2015 14:47:58Bunny Courtbunnycourt@snapfulfil.comRelating to customers
Legacy Partners
1/28/2015 15:11:00KB1/29/20152/24/2015
2/24/15; lm to verify receipt of wp
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1/28/2015 15:54:39Dennis Clarkdennis@mortgageloansofamerica.com402-333-5432
Freedom Lending
1/29/2015 13:16:00KB1/29/20152/24/2015
2/24/15 tt Dennis; swamped; reviewed quickly. f/u call 3/5/15
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1/28/2015 17:59:39Donalddonald@countrysidefinancial.comtime management and prioritiesemail1/29/2015 13:16:00KB1/29/20152/24/2015
2/24/2015 - tt Donald; asked to resend wp. f/u with email and call
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1/29/2015 8:57:12Malori Bizzellmbizzell@hi-reit.com214-432-37081/29/2015 13:16:00KB1/29/20152/24/2015
2/24/15 Malori said she printed wp and gave to boss who speaks with Mark bi-weekly
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1/29/2015 21:56:48Terry BalkoTerrylbalko@gmail.comGetting new clientsEmail1/30/2015 13:27:00KB1/30/20152/24/2015
2/24/15 - email to verify receipt
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1/29/2015 15:54:31Dandan@colorasap.comnew business
Brianne Edwards
1/30/2015 13:27:00KB1/30/20152/24/2015
2/24/15 not in; was given cell #; called, no conversation, hung up
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1/30/2015 9:04:10Tajcitajcicameron@gmail.comreaching wider audiencesKaren Carlson1/30/2015 13:27:00KB1/30/20152/18/2015
2 email contacts with no response; will f/u with her manager; emailed Matthew to inquire; suggested another message; asked if he would like a 30 minute strategy; sent questionnaire. he is coach and biz mgr. and Tacji husband; no response to emails
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2/9/2015 9:13:54Edward Reeveew.reeve@yahoo.com630-650-9550recognitionAmbit Energy2/9/2015 12:09:00KB2/9/2015
2/11/15 Ed already requested it, so don't feel another call is in order.
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2/25/2015 11:50:58Donalddonald@countrysidefinancial.comtime management/ follow upemail2/25/2015 11:57:00KB2/25/20152/25/2015
Frustrated - can't find email
2/25/2015
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2/26/2015 9:34:39Paulpaul@wilsonabq.com505-293-1224Priority managementEmail3/6/2015 14:35:00KB3/6/20153/30/2015
3/5/15 Left voice message asking for email to send wp.called back with email
111
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3/10/2015 14:26:05MICHAEL COLLINSmcollins@kastlemortgage.comemail3/10/2015 15:38:00KB3/11/20153/11/2015
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3/12/2015 18:21:27Noel Turnernoel.turner@noelturnercpa.com859.265.0483focus on task at hand3/13/2015 11:42:00KB3/13/20153/18/2015
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3/15/2015 16:13:36Robert Chamberlandbobcham9496@yahoo.com401-765-1235management3/16/2015 11:40:00KB3/16/20153/18/2015
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3/15/2015 18:06:08Poli McEntirepolimcentire@gmail.com972-771-0116Marketing3/16/2015 11:45:00KB3/16/20153/18/2015
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3/18/2015 10:43:33Steve Hallps91sjh@yahoo.com3/18/2015 12:13:00KB3/18/2015
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3/27/2015 12:37:27Todd Rupptoddrupp82@gmail.com260-797-3265
I want to learn how to communicate with less words and be affective.
Mark Boersma
3/31/2015 13:03:00KB4/1/2015
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4/3/2015 21:55:41Bart NayBartnay@bartnayprinting.com4/3/2015 23:00:00KB4/6/2015
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4/13/2015 0:47:46CeCelumunouslifecoach@yahoo.comFocusweb
4/13/15 - Wrong Email
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5/25/2015 3:26:38Kaye-Lani Castillokayelanic21@gmail.comtime management
Mark Boersma
She'll get it in the folder
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8/31/2015 6:54:30David david@dataprint.netsales/marketing/business evolution8/31/2015 13:46:00Kb
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11/11/2015 14:13:29Asher Lortzasherl.va@gmail.com682-225-0069MyselfJean Powers11/11/2015ak11/11/201511/13/2015
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11/12/2015 8:39:17Dawn Dawn.herbik@me.comFocusMark11/12/2015AK11/12/2015
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2/2/2016 17:19:49Ed Noeled.noel@alderus.net7757214100more better leadsme2/2/2016AK2/2/2016
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4/6/2016 20:10:04Richard Porteratlregroup@gmail.com6786280999make moneymake money4/7/2016AK
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4/6/2016 20:10:01Richard Porteratlregroup@gmail.com6786280999make moneymake moneyDUPLICATE
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11/4/2016 17:37:03Yvonne Kingyk@yvonneking.com630 640 2107time
AvaLynda Casey
11/4/2016AF
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12/21/2016 14:42:42Patrick Reedpreed@tanglewoodconservatories.com12/21/2016AF
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12/21/2016 14:43:04Patrick Reedpreed@tanglewoodconservatories.com
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1/11/2017 20:30:10Jared Martinjaredmartin700@yahoo.com2199024124Profitable clients Pam Martin1/12/2017AF
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1/29/2017 11:53:07JudithChiefoberer@securesmtp.win
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1/292/2017AFSPAM
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2/24/2017 8:02:59Sheryl Y Neighoffsneighoff@tanglewoodconservatories.com4104794700
Staying focused with so many jobs to do at work.
Mark Boersma
2/27/2017KB
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3/4/2017 16:29:20Art AttilaArt@AttilaRealEstate.com269-921-8000working too much
Mark Boersma
3/6/2017KB
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5/10/2017 12:36:31Rosanna Boersmarboersma88@gmail.com630-649-4059Marketing in the best way possible.Mark5-10-17AC5-10-17
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9/11/2017 11:05:29Pam Martinpamelamartin1206@gmail.com9/11/17ES
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9/11/2017 11:17:01Chriscfickel@iglide.net9/11/17ES
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