| Consultant | Dee Dice |
|---|---|
| Date of Consultation | 03/29/2024 |
| Time Spent | 1 |
| Purpose | initial interview |
| Name | michael samson |
| Email hidden; Javascript is required. | |
| Cell Phone | (413) 478-8144 |
| Notes | BACKGROUND - 30 years of work, 6 months ago - left town of Chesterfield - now does his own work Registered business - Northampton has EIN number works with a client who has helped him with some basic info for business PRODUCTS & SERVICES - Excavating business, drainage, not blacktop, grading, soil removed, small foundations, piers for deck septic systems FINANCIAL Separate bank accounts has credit card for business his friend has helped him get ready for taxes. His friend is recommmending QB, but Dee has suggested WAVE, as he is not computer savy Talked about pros and cons about getting a bookkeeper his financial process: bid a certain number of hours and materials, 10% upsell for materials how does he keep track of hours Often keeps hours in his head - calendar on the wall time and materials - another way to do that ORGANIZATIONAL – LEGAL ENTITY, Scrappy do Inc - S corp - Tax guy set it up Has Liability Insurance MARKETING – CUSTOMERS, PLAN Word of Mouth - has been working - busy this season Looking for marketing help eventually - suggested the NOT soical media marketing class Angies -has contacted him - how many leads you say $288 annual fee - get leads pay $30 or $70
PAIN POINTS No systems set up for calling people back and keeping track of things, not computer savy - doe snot know how to do Zoom GOALS Short term goal - needs software, possibly QB - recommended WAVE needs to do bills ACTION PLAN/HOMEWORK Dee will send a link to connect with Rosemarie. Dee will contact him when the marketing workshop comes up |
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