Sample Lead Generation Form
Opportunity Type: In Market
Company Name: ABC Technical Consulting
Date & Time of Contact: 05/15/2009, 10:30AM CST
Contact Name / Title: Bob Lincoln, CFO
Phone Number: (555)-555-5555 x 102
Email: bob.lincoln@abc.com
Qualifying Event(s): • Committed To Review
• Set Appointment After One Week
Conversation Details: Bob returned a message I had left with his assistant earlier in the
day (Jenna Smith). Bob informed me that he has recently taken the position of CFO at ABC Technical
Consulting and plans to evaluate the company retirement plan soon. To his knowledge, it has been at least
five years since ABC has evaluated different providers. The company currently uses a XYZ investment
platform through a Sample Company broker. Bob told me that he is uncomfortable with the fees associated
with the annuity structure of the plan, and lack of cost transparency. Additionally, Bob informed me that the
Sample Company broker was a personal friend of an executive who is no longer with the company. Bob
would like to continue discussion about the retirement plan next week. He has agreed upon a meeting time
of 9:00AM PST on Monday the 18th.
Next Steps: Call Bob at his office 9:00AM PST on 5/18/2009 to discuss
review of ABC’s retirement plan
Suggested Phone Call Approach: “Hi Bob, this is from . I wanted to follow-
up with you regarding a conversation you had with a representative from Acceleration Retirement. I
understand you are the new CFO at ABC Technical Consulting and would like a fresh perspective on
your company’s retirement plan.”
Plan Info: Address: 100 Century Way, Los Angeles, CA 55555
Plan Assets: $10.7M
Number of Participants: 150
Current Platform: XYZ Insurance
Broker/Agent Name & Firm: Jeff Smith, Sample Investments
Years with Current Provider: 5+
Acceleration Representative: Jordan