1. Build Customer and Contact in Hubspot
2. Introduction. Is now a good time?
2.1. Yes
2.1.1. Do you already have IT?
2.1.1.1. Yes
2.1.1.1.1. Do you like them?
2.1.1.2. No
2.1.1.2.1. Talk packages
2.1.1.3. Yes Internal
2.1.1.3.1. Can we speak with them?
2.2. No
2.2.1. No worries, can we schedule an in person time to talk about your IT?
2.2.1.1. Yes
2.2.1.1.1. Schedule in person time to talk about IT. Casually ask if like (choose from gift list i.e. donuts, fruit, wine, whiskey)
2.2.1.2. No
2.2.1.2.1. Have a day.
3. Research and Prepwork
3.1. Look up in database
3.1.1. Company Size (xx-yy)
3.1.1.1. Industry make sense?
3.1.1.1.1. ?
4. Packages
4.1. Flex IT
4.1.1. Describe Flex IT.
4.1.1.1. Interested?
4.1.1.1.1. Yes
4.1.1.1.2. No
4.2. Describe Umbrella IT. Could that be of use to them?
4.2.1. Yes
4.2.1.1. Figure out how exactly what they need from us and start talking pricing.
4.2.1.1.1. Still on the hook?
4.2.2. No
4.2.2.1. GOTO Flex IT. Find one pain point for Flex. (i.e. Endpoint support, network support, backups, business email)
4.3. Time and Materials
4.3.1. Describe Time and Materials.
4.3.1.1. Interested?
4.3.1.1.1. Yes
4.3.1.1.2. No