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 [email protected]
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 [email protected]
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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
