
| Date | Greeter | Greeter | Speaker | Speaker |
| 8/5/10 | |
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| 8/12/10 | |
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Name, Company |
What is a Lead |
How To Lead (Put this info on a lead slip) |
Should The Referral be expecting a phone call? |
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Action Air |
A person needing or wanting a new furnace or air conditioner. A person with a old air conditioner 10 years + and wants to save energy. Someone who has a broken furnace or AC. Someone who has indoor air quality problems & needs filtration. Someone who needs duct cleaning. Someone who needs service or maintenance on their AC or furnace, |
Give out my card. Get me their phone number. |
Yes |
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AFLAC |
An individual that wants to protect their income in the event of an accident or illness. A business owner who wants to do more for their staff w/out incurring additional cost. An individual looking for a career change |
Give them my card and give me their Name, Company, Phone or email |
Yes |
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Aloha Insurance |
Anyone who wants to talk about insurance. All I want is the opportunity to quote, It's up to me to sell it. |
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Antimite Termite & Pest Control |
Someone (residential or commercial) with 'termite or pest' concerns/problems or when selling/refinancing requires you to have a termite inspection and clearance. Commercial includes office buildings, restaurants, shops large & small. |
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Ambassador Property Mgmt |
Take down a FOR RENT sign telephone # & address-if possible. If you hear someone talking and saying'I am having so much trouble getting my tenant to pay the rent'. Anyone you know or meet who is managing their own renttals-suggest they take the burden off themselves particularily if they travel. |
Take down a FOR RENT sign telephone # & address-if possible. |
Yes |
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Money on the move-people leaving jobs/retiring, getting divorces, inheritance. A BL member coming in for a chat to see what I do for clients (you get a free financial checkup!) Financial unease-unhappy with performance of investments or current advisor. People experiencing major life events-birth of child, promotion, death of parent/spouse, new arrivals in area. |
Name Phone Email of someone who I can call and is expecting my call. Simply giving my business card doesn't work well in financial planning. Simply say 'There is someone I believe you may find value talking to, I'll have him give you a call. |
Yes |
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Art & Frame |
A personal introduction of someone who travels a great deal & purchases art who needs a unique design & frame. Not lacking any money so can purchase what they desire, and they are very excited about their purchase |
Name, Company, Phone or email and personal introduction |
Yes |
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Bacon Painting |
A homeowner who just moved into a house, or a property manager who has rentals. A real estate agent when closing a deal for a new home owner. |
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Catherine Goff Massage Therapy |
Someone in pain. Someone starting a new workout program. Someone who is stressed out. Boss who wants to treat employees w/ chair massage in the office-before-during-or after hours! Someone who wants MASSAGE in the HOME! Party where chair massage would be FUN! |
Give out my card or coupon Name Phone number |
Yes |
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Dr Bruce George |
Anyone who squints: Holds things as far out as they can: Has old, ugly or taped up glasses: Red eyes& questions about vision or plainly can't see |
Give them my card or brochure and a warm recommendation |
No |
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Eternal Hills |
Every adult looking to help their family by removing the difficult decisions, choices & financial worries when a loved one passes through, Funeral & Cemetary preplanning. Anyone you know that will not live forever or didn't (at need)
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Name Phone or email I want 'warm leads'- interest in more info on my business |
Yes |
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Fuel Freedom |
Anybody who drives any car using either diesel or gas. $ave money & increase mileage. Friends or relatives who drive long distance would benefit more. MPG caplets are safe and EPA registered. |
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Ana Ivan Seamstress |
Anyone that is in need of altering their clothing, repair on clothing (new zipper, patching etc,) and even home décor: pillows, cushions, draperies, duvets, bedskirts. Basically anyone who complains that their clothing is either falling off them or their clothing is too tight. |
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Glynn Roofing |
Anyone in need of roof repairs, looking to replace a roof or just looking for a roof evaluation |
Name, Phone |
Yes |
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Hill Chiropractic & Wellness |
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Name, Phone or email |
No |
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Holly Home |
An opportunity to provide me w/ some.....to give an estimate for all my services. Carpet, drapes, all flooring if it doesn't clean up see me. Ripped carpet seam coming loose. Drapes on floor |
Name, Phone |
Yes |
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John Trudell CPA |
Anyone who needs tax, accounting, bookkeeping and payroll processing assistance. We are Quickbooks Professional Advisors certified since 1995. |
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No |
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JTA Realty |
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| Logo Expressions Sheryl O'Hara Jones |
Promotional Items |
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Brian Magone |
Home repair mostly small jobs are preferred but if the need to do larger jobs I could handle it also. Woodwork. Cement Work, Drywall, Painting, Floorcovering, plumbing. |
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Robert Bennett |
A face to face or telephone contact regarding any legal services, except bankruptcy. |
Name, Phone or email |
No |
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Bill Nichols Electrician |
Anyone who is planning a new home renovation project or planning photovoltaic (solar) panels or emergency repairs or advice on any electrical issue for hot tubs, elec heat, lighting, power outlets, GFIC & AFIC receptacles or upgrade of main elec panel 60A to 100A/200A |
Name, Company, Phone |
Yes |
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Dr. Ron Garner |
Someone needing dental care, cosmetic veneers, crowns 7& bridges. Root canals, wisdom tooth extractions, orthodontics, teeth cleaning, jaw joint problems, dental problem solving. |
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Quinn's Rapid Recharger |
Someone you have spoken to who has a laser printer, copier or fax and would like a quote on a toner cartridge or HP laser printer repair. OR Your purchase of a toner cartridge that I sell |
Name, Phone or email |
Yes |
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Sachs & Associates |
If you know anyone that is stressed out about their finances, losing sleep, not opening mail, complaining about their finances, lost their job, had an illness, lost their home or car. Call for a free consult and evaluation. |
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Security Plumbing |
Someone in need of a water heater, new faucet, toilet or any other plumbing hardware. Someone with a mystery leak, slab leak, leak in yard. Someone thinking about a bathroom remodel or just replacing a tub or shower. Going green-Hybrid water heater-tankless |
Give them my card. Check back to see if they called ...& how it went |
No |
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Vehicle Maintenance/Repair. Tire sales & service, Battery Sales & Service. All aspects of auto/truck/fleet service. Propane gas for BBQ as well as some vehicles. Have someone call me. |
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No |
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| Judy Frankel Tec-Knowlogy Source |
Information Technology On Site - Business and Home Solutions Troubleshooting of all computer issues. Set up and maintenance of Home and Business Networks Data Backup and Recovery Purchasing Consultations on a solution to fit your needs. Software recommendations and training. Virus and Spyware Protection |
A lead for me would be a phone call from: A home user that needs a new computer purchase (from me or elsewhere), set up and working with all software, peripherals and internet access. A grandparent that wants to learn to keep in touch with the grandkids. A family that wants to one printer to work wirelessly with all home computers. A parent that wants a computer set with parental controls. An individual or business that needs to protect their data from loss in case of failure or destruction. Anyone whose computer is slow or won’t boot. |
Yes |
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Town & Country Chem-Dry |
Anyone thinking about or needing: |
Give my name & # or give me business card Name, Company, Phone or email |
No |
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TVK Design |
Small businesses, professionals, restaurants etc that need a dynamic clean professional looking website without having to make a huge up front investment. Anyone who is bewildered by the new technology and needs a friendly knowledgeable guide to promoting themselves effectively on the web |
Phone or email |
Yes |
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Union Bank |
Someone who is in need of a new banking relationship. Small business or individual bank accounts, Business Loan or Line of Credit, Commercial Real Estate loan. Please provide name & phone number of someone who doesn't like their current bank, is paying fees, needs a loan or is just starting their business. |
Name, Company, Phone or email |
Yes |
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V&R Upholstery |
Any one that needs Auto or Furniture Repair, please send them my way |
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No |
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Vista Printing |
Anyone that does not have a business card or hands you a flimsy one. Any startup business needing invoices, letterhead and so on |
Think of me |
No |
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Jim Nardi Grapevine Mortgage |
Home Loans-purchase or refinance Commercial loans for business or apartment buildings-purch or refi. Private or Hard Money Loans for business or residential for purchase or refi also short term bridge loans. Reverse mortgages for purchase or refi |
Name Phone need for real estate loan or quote |
Yes |
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