Weekly Sales, Marketing and Account Management Status Update 08/04/2016 L&a new

08/04/2016

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  Clyde & Company – France Claim
  
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  Coilcraft – SEF and various other services being considered (via Chubb)
  
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  Luxembourg Bank – Potential huge new program; September call back
  
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  World Numismatics – Potential new (small) lead from XL
  

• 
  BMO Harris Bank – Cash Vault Audit Program
  
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  Brinks – Cash Vault Audit Program
  
• 
  CMPC (Chile) – Facilities Security Assessments expanded from 4 to 5
  
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  Feld Entertainment – CEC Security Agreement
  
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  Feld Entertainment – Venue/Event Security Services Program (All Acts)
  
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  Fifth Third Bank – Cash Vault Audit Program
  
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  Great American – Casino Survey (Mohegan Sun) pending
  
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  Integro – Reconnecting with M. Klaschka on Healthcare business
  
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  Invenergy – Security survey work in Mexico and El Salvador pending
  
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  Ranger American – AMLP Development: Risk Assessment & Controls Review
  
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  Securpol – Route Operations Program
  
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  Siegel McCambridge – Cannabis Program Development
  
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  Wells Fargo Bank – Cash Vault Audit Program being reconsidered (7/25 call)
  
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  West-Ward Pharmaceutical – Workplace Violence & Active Shooter Training
  
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  Willis Towers Watson – Security Consulting Partnering Arrangement
  
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  XL Catlin – Partnering Agreement and Active Assailant Program
  

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  7/27 – M. Lowers & A. Terrades speak at Florida RIMS Conference w/ XL Catlin
  
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  July – Search for Account Manager suspended until further notice
  
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  8/4 – Great American Summer Brokers Reception at Bethpage C.C.
  
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  August – Account Executive candidate identified; September onboarding planned
  
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  August/September – Willis Security Consulting to visit P’ville office
  
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  9/12 – Cyber claims presentation with Marshall & Sterling in Atlantic City
  
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  Ongoing – IAHSS Conference follow up with booth visitors and all other applicable attendees.
  
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  Ongoing – Cash Vault Audit sales initiative with Fed Mtg. participants
  

• 
  LSO Final Mile (Express Courier Int’l.) – Risk Survey & Loss Control Services
  
• 
  Prosegur - Program Renewal
  

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  Advanced Insurance Underwriters – Seminole Nation/HardRock International
  
• 
  Franchise Insurance Group – Survey Program (revised and resubmitted)
  
• 
  NCHS – Vendor Management Review
  

• 
  Status of SHRM leads
  
  • 
    Working on 3^rd contact. Prioritizing larger deals
    
  • 
    Deals closed - 3
    

• 
  Ford Foundation (NY): I spoke to Kellee McEwen in their HR department; currently using HireRight and they are not pleased; looking to make a change within 2 months.
  
• 
  New Generations FCU – Richmond, VA
  

• 
  Daystar Baptist Missions, Inc. -  Huntington, WV
  

• 
  Thomas J. Benjamin, PLLC – Washington, DC
  

• 
  Scott Insurance – Lynchburg, VA
  

• 
  Cuyahoga County - RFP. $60K Completed RFP.
  
• 
  Gables Residential –Working on proposal for Background Checks and Drug Testing $100K
  
• 
  PPI – Met with new HR Director. She will return contract next week.
  
• 
  Loudoun County – Closed lost. Minority/woman owned business, pricing.
  
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  CareFirst – They chose HireRight. We do not have an existing integration with PeopleSoft 9.2
  
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  Aerotek – Working with David on fulfilling their program requirements.
  
• 
  Acentis Real Estate Partners – Should close this week
  
• 
  Mindful Restaurant Group-New Opportunity
  
• 
  LM Wireless-New Opportunity
  
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  Salient- RFP in evaluation process
  
• 
  ACS – Waiting on follow up from Steve D
  
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  Dunbar – Drug Testing and Physicals site match due this week. Working with CDI on assessment testing. Follow up this afternoon.
  
• 
  Erickson Senior Living – Met with HR Manager to discuss program. Next step demo of eAuthorize.
  
• 
  Vencore – Meeting 7.29 with Recruiter> Setting meeting for September with decision maker. $120K
  
• 
  Belk-Brad spoke to Talent Acquisition leader. We are coordinating a meeting with the Program Owner in Charlotte. He has expressed interest in a F2F meeting.
  

1. 
   3 interviews set for 8.11
   
2. 
   Preparing for Healthcare Tradeshows-VaSHHRA, ASHHRA and WVHHRA
   

• 
  Advantia – Sent Civil Quote. Under review.
  
• 
  KGI Holdings – Reached out to Zach, no response. Emailed.
  

• 
  PreCheck – Conversations have been initiated and are in progress.
  
• 
  OrangeTree – Follow up slated in Q3
  
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  Sterling – Dan has followed up multiple times, no progress. Handing to Vince to pick up.
  
• 
  Carco
  

- Officially assigned an AM (Justin)

• 
  CastleBranch
  

-OH Testing Complete. Now preferred Oh Vendor

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  Accurate
  

• 
  CheckR 
  

- Closed Employment Verifications (Including Talx)

- Several new accounts expected to close this month

- Volume increase: Averaging 15,000 daily orders in July (7,400 daily in Jan)

• 
  FUSE DASHBOARD/NAPBS
  
• 
  New 6 month projections that factor in 1^st & 2^nd quarter growth. Completed.
  
• 
  Verifications information and sales packet
  
• 
  Volumes for revamped tiered pricing and focus on Margin.
  
• 
  Bottom 10% study of pricing & difficulty
  
• 
  90 day, 6 month, 1 year plans for outlook of Customer Service & Account Management.
  

• 
  August 24-25: Easy Backgrounds in New Hampshire
  
• 
  NAPBS Sept 17-21
  
• 
  Castlebranch: Visit being planned
  

• 
  LRG – HCR Assessing Your Threats E-Book—In Draft
  
• 
  LRG – Threat Assessment Blog #2 – 1^st Draft
  
• 
  LRG – LRG Core Values signs – 1^st Draft Complete- Working on 2^nd round
  
• 
  LRG – CASIM ppt update/edit – Design draft complete- scheduling content revision
  
• 
  LRG – Risk Mitigator – to publish 08/04
  

• 
  L&A - Collateral content refresh- prioritizing content writing schedule
  

• 
  WSS – NAPBS Booth Design- Initial Concepts—Delivered 07/27
  
• 
  WSS – Blog- “Disappearing PII”—Published 07/27
  

• 
  PSS – Infographic Blog 2 of 2—To publish 08/03
  
• 
  PSS – FuseOS report – Sent graphics files to FUSE team
  
• 
  PSS – Fuse video – Storyboard complete/ in first-round edits
  
• 
  PSS - Pay Per Click Campaign- In design
  
• 
  PSS – Infographic – So You’re Getting Background Checked? – Published 07/29
  

• 
  SCTA – Speaker gifts—Ordered
  
• 
  SCTA – Commander Kirk Lippold books – sourcing
  
• 
  SCTA – Book Plate, Badge Design—Ordered
  
• 
  SCTA – Program Layout— Approved
  
• 
  SCTA – 94 registered attendees
  
• 
  SCTA – Full Agenda Email—Published week 08/01
  
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  SCTA – Early Bird Deadline Email—Deployed 07/28
  
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  SCTA – Registering LRG Employees—Registration complete
  
• 
  SCTA – LRG & PSS Ad—Complete
  
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  SCTA – Welcome letter for program—In draft
  
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  SCTA – Ad Submissions due no later than September 2^nd
  

• 
  GPRS – Email Campaign—Deployed 07/28
  

• 
  HeroHomes – Added Photos to Website
  
• 
  HeroHomes – Logos Added to Website
  
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  HeroHomes – Added Construction Photos to Website
  
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  HeroHomes – Shirts—Sourcing