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Procedures


We arrange qualified meetings on your behalf with the target audience identified by yourself by postcode, business type & turnover.

Detailed notes are provided which include company history, website or nature of business, turnover, employees and date of appointment.

The notes are then emailed to you.

Specific Projects undertaken include:-
Business Development
Property Tax
Exit Strategy
Strategic Planning
Corporate Finance
Company Tax
Compliance Work
Sage

Fees
Please contact us for details of charges

Appointments
We require a minimum of 4 appointments a month.

Follow-Up Calls
After a meeting has taken place follow-up calls will be undertaken by us in order to illicit feed-back and arrange second meetings if appropriate.

Exclusivity
In order to have exclusivity we require a minimum of 8 + appointments a month for a minimum of 9 consecutive months.

Data Base
If a data base is required, this will need to be edited to remove all existing clients. Please contact us for charges.

Availability
Up to date diary availability is essential as is flexibility in terms of days available to attend meetings.

Confirmation letter and email
The client is required to send a brief confirmation letter or email to the prospect once an appointment has been arranged.

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