Self Source Prospecting HotSpot Model

Identify District: Bastrop ISD

Identify Prospect: Jennifer Edenfield, Director of Student Advancement

May 1

Call prospect- Leave VM

May 2

Connect with Prospect via Email

May 3

Forward Rozzy Samples

Booked meeting with 2 Bastrop Teachers

Met with teachers via Google Hangout

May 7

Sent quote to decision maker: Jennifer Edenfield

Followed up on quote/ moving forward

May 8

Jennifer's colleague reached out via Drift chat for W-9

May 11

Sent W-9 to purchaser

Followed Up with Jennifer to confirm purchase

May 15

Close