Key Topic #10: Information we need from you to help you achieve YOUR goals and YOU are in tune with YOUR comfort level

please send us the information requested below

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To get started with your project I need certain information.

Please do tasks in red color type first

FOR A CONSUMER SURVEY

1) Your zip code

2) The radius around your zip code you serve

3) The types of work you do

4) The 4 most important zips codes to survey the opinions of the public ( not needed right now )

5) A list of 500 recent residential customers with phone numbers

FOR DIRECT MAIL

Please send the attachment to your software support person regarding the mailing list formats we can use ..

Up to 1000 of your most recent customer … name and address to analyze your best demographic target for mailers

Please send me by email

A copy of your logo

A list with the names and addresses by month of residential customers you did work for in the last three months

 to get your thank you card program started ( not needed right now )

A list with the names and addresses residential customers you did work for in the last Four years

 to get your customer retention program started

The phone numbers for your post cards and (optional) the cities that number serves

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For QuickBooks customers

QuickBooks Pro 2001

File

Utilities

Export Addresses

Select              All Customers 1jobs              (A press to text files)

Save in: Desktop

Filename: Addresses   .txt   if it automatically defaults to *.txt get rid of the *  change it to Addresses.txt

Then the first time you open the computer it will show this message:

This fine is too large for notepad to open.

Would you like to use WordPad to read this File?

Yes   No

Choose yes

Add the File as an attachment to the email. To multimedia@stny.rr.com

Then we need another list in an excel file

Reports

Then sales by customer summary

Then change the date range (four years) hit refresh

Then email that report    To multimedia@stny.rr.com

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GENERAL INFO

The Year your company started

Number of techs

Percentage of work done for home owners

For HVAC service sales _______________ vs. replacement sales__________________________

For HVAC number or service agreements

Please email or fax (607) 770-8933

A copy of your phone book ad

What were your sales in the last 12 months?

What percentage where new customers?

What did you spend on advertising in the last 12 months?

This is so we can determine what your current cost to acquire NEW customers is running

Click here: Peachtree Exporting Data

Click here:  Good List Format

Click here: MailingListsFromQB-CMS-Wintac-Shaffers

Click here: List Submission and Formatting

Click here: Pull Names from QB