Notes Report



Company name Deal name Person name Owner Written on Category Description
Verizon Wireless Verizon Wireless Kevin Smith 10/13/07 8:45 AM Contract * Verbal agreement made last week * Faxing over finals for signature
Washington Mutual Washington Mutual Kevin Smith 10/14/07 5:20 PM Competitive Intelligence Here are the business terms I was thinking of for the deal: * 2% rev share * 3 year deal * Mutual indemnification Looks like the Waldofph Corp is also bidding against us
Pepsi Co Pepsi Co Kevin Smith 08/12/08 1:55 PM Reason Lost Went with another vendor because of our pricing.
Catapillar Catapillar Kevin Smith 10/13/10 5:37 PM Cold Call Need to check in with them.
Vanguard Group Jack Abrahams Kevin Smith 10/12/07 5:47 PM Competitive Intelligence We discussed several ways to work together: 1) Financial Service planning - in the institutional business unit 2) Mortgage Group
Putnam Investments James Alison Kevin Smith 10/14/07 4:09 PM Meeting * Here are my notes for this contact
Johnson & Johnson Beverly Chancellor Kevin Smith 10/14/07 5:42 PM Meeting * We discussed some opportunities in the consumer group. * Bev needs some ideas for marketing Tylenol Cold & Flu.
Fedex Corp Kim Arissona Kevin Smith 08/15/09 10:50 AM Phone Call hello
Vanguard Group Wachovia Bank Jack Abrahams Kevin Smith 10/12/07 5:36 PM Phone Call * These are my notes for the conversation. Plan for Q2 2008 and FY08 Budget
Putnam Investments Apple Computer Steve Jobs Kevin Smith 10/13/07 8:41 AM Meeting * Project Management services which include the following: 1. ipod site redesign 2. Flash production of how to videos 3. Mac OS X Leopard tutorials
Putnam Investments Fedex Kim Arissona Kevin Smith 10/14/07 4:17 PM Phone Call * Discussed numerous opportunities for deals
Fedex Corp Citibank Corp. William Randall Kevin Smith 10/14/07 5:27 PM Competitive Intelligence * Opportunity to present Citibank with overall product planning strategy. * This is in the managed markets group We're going to be bidding against Accenture and Hitachi
World Relief Fund Boston Consulting Group Mary Adams Kevin Smith 10/14/07 5:33 PM Phone Call * Discussed some ways to work together in their financial services practice.
New York & Co. Vodafone Nicolas Stevens Kevin Smith 12/12/07 11:39 AM Phone Call Made initial qualification call. Mr. Stevens seemed a little apprehensive, but asked for some more information.
New York & Co. Vodafone Nicolas Stevens Kevin Smith 12/12/07 11:41 AM Customer Support Sent Steven a note with some of our marketing collateral.
Home Depot Boeing John Jacobs Kevin Smith 12/12/07 11:44 AM Phone Call Made initial call. Justin was very receptive. Looks like a great opportunity for both of us.
Home Depot Boeing John Jacobs Kevin Smith 12/12/07 11:44 AM Customer Support Sent follow up email and thank you. I included the terms of our deal and some marketing literature for him. He said he wants to meet soon.
Liberty Mutual IBM Lewis Gershwin Kevin Smith 12/12/07 11:48 AM Appointment Mr. Gershwin and I met. He wants to bring in some engineers and have another discussion.
Liberty Mutual IBM Lewis Gershwin Kevin Smith 12/12/07 11:49 AM Customer Support Sent follow up thank you to Mr. Gershwin and thanked him for his patience thus far.
Cisco Systems Johnson & Johnson Beverly Chancellor Kevin Smith 12/12/07 12:14 PM Phone Call Made initial call. Out of office.
Cisco Systems Johnson & Johnson Beverly Chancellor Kevin Smith 12/12/07 12:15 PM Phone Call Follow up call, Ms. Cancellor is on vacation still. Left a message.
Cisco Systems Johnson & Johnson Beverly Chancellor Kevin Smith 12/12/07 12:15 PM Customer Support Sent an email with some statistics.
Cisco Systems Johnson & Johnson Beverly Chancellor Kevin Smith 12/12/07 12:15 PM Phone Call Still no response.
Yahoo Hasbro Nelson Moody Kevin Smith 12/12/07 12:17 PM Phone Call Made Call. Very friendly. Def prospect here.
Yahoo Hasbro Nelson Moody Kevin Smith 12/12/07 12:18 PM Phone Call Had a lunch meeting, very successful. Wants terms of service.
Yahoo Hasbro Nelson Moody Kevin Smith 12/12/07 12:18 PM Customer Support Sent follow up thank you email to Moody.
Yahoo Hasbro Nelson Moody Kevin Smith 12/12/07 12:18 PM Contract Contract uploaded to documents.
California Medical California Medical Jack Abrahams Kevin Smith 12/12/07 12:26 PM Phone Call Made initial call. Discussed opportunities.
Apple Computer Intel Grant Frances Kevin Smith 08/12/08 12:43 PM Customer Support Needed to update his billing information.
Lenovo Ford Motor Company James H. Ford Kevin Smith 10/24/08 11:44 AM Reason Lost Funding dried up.
Apple Computer Intel Grant Frances Kevin Smith 10/13/10 5:34 PM Phone Call Called to see how things were going.
HigherPower James Montgomery Kevin Smith 10/13/10 5:34 PM Appointment Had a nice lunch meeting. Discussed technology trends.
Boeing AT&T Julia Simmons Kevin Smith 10/13/10 5:37 PM Cold Call Left her a message.
T-Mobile Wunderman Roger Hagles Kevin Smith 10/13/10 6:51 PM Cold Call Had a nice first call. Need to learn some more details first.