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