We’ll call companies in your area, find the owner or the person who handles their company’s insurance. We’ll find out when their next renewal date is and if they would be open to have you come in a provide a no cost analysis of their coverage in the hopes that you can lower their premiums, provide better plan flexibility or better overall service. We’ll pitch P&C (property and casualty), Liability, Worker’s Comp, Auto and Health. If people are happy with their current broker we move on. But we do find many people who aren’t tied to their brokers or agents and are open to have you come in and make your pitch for taking on their business.

With this model, we only send you real opportunities and don’t waste your time with kicking tires.

We’ll call companies in your area, reach the Owner, Controller or CFO, and find out if they would be open to discussing developing a banking relationship with YOU!

We’ll find out who they are currently banking with, what their financing needs are and how well they are currently being met.

We’ll discuss:

• Business Lines of Credit
• Remote Deposit
• Equipment and Construction Loans
• Alternative Financing
  
  • Asset Based Lending
  • Factoring

Once we identify interest, we set up an appointment for your lending officers to stop by, introduce themselves and discuss their financing needs.

With this model, we keep your lending officers busy developing new corporate relationships in your area, identify real opportunities and don’t waste your time with weak leads.

We’ll call offices in your area, find the person in charge of the office cleaning. We’ll find out if the cleaning is done internally or by an outside company and how many times a week cleaning is done. If they are open to it, we’ll get you in for a face to face to discuss taking on their office cleaning.

With this model, we only send you real opportunities and don’t waste your time with kicking tires.

You tell us who your target industry is and we’ll develop a strong prospecting list. We’ll also develop a successful marketing script for you. Then we’ll canvas the entire list. We’ll get your name out there in the marketplace and more importantly, we’ll identify real opportunities with senior-level decision makers for you to get in and demo your solutions.

With this model, we only send you real opportunities and don’t waste your time with kicking tires.

We’ll call companies in your area. We’ll find out how many users they have. We’ll find out whether they have an internal IT department or whether they outsource. We’ll identify upcoming projects for you to discuss and/or if there is a need for outsourced support. We’ll get your name out there in the marketplace and more importantly, we’ll identify real opportunities with senior-level decision makers for you to get in for face to face meetings to discuss more deeply.

We call companies in your area, find the owner or the person who handles the books and find out if they would be open to consider switching accounting firms. If people are happy with their current accountants we move on. But we do find many people who aren’t tied to their accountants or who have been unhappy with their accountants in the past. We’ll find out what type of accounting software they use and whether they require monthly or annual services.

With this model, we only send you real opportunities and don’t waste your time with kicking tires.

We call buildings in your area, find the person in charge of the heating and ventilation systems and find out if they have projects coming up in the near future that you can come in and bid on. We’ll also find out if they would put their service contracts out for bid.

We’ll call offices and manufacturing facilities in your area, find the person in charge of the vending services. We’ll find out if they have a contract and, if so, when it expires. We’ll find out if they are happy with their current vending service provider. If they are open to it, we’ll get you in for a face to face to discuss taking on their vending services.