Stephen Sweny

> 100% Self-generated business

> Close & Onboard 1 - 2 New Firms per month.

> 24 total new firm wins over 14 months

> $450,000 Revenue Jan. - April 30. ~112,500 mo. rev

> 9 clients active on monthly auto-renewal purchases

> Minimum orders of $15,000 - $20,000

> Prospect, outreach, follow up, close or close out, and repeat.

> Prospect via: CRM, Google, Conferences / Events, referrals

> Typical Weekly Activity: 200+ calls & 1,000+ emails

• 100+ Cold calls per day, 30+ Outbound emails per day. -20+ Wins, > $300,000 in pipeline revenue added -Development Work: i.e.: 15+ Technical aptitude tests on product lines -Maintain Sales Force CRM, produce call logs to management -Present in person product demos to management.

• Outbound Client Engagement: Sell BlockFi's products to specific leads via outbound call and email campaigns. -100+ Cold Calls per day, 100+ outbound emails per day, 150+ Wins. -Loan servicing duties and outbound loan refinance campaigns

• Acquire new business, grow existing accounts, rectify lost accounts. -Cold call via phone, email, and in field handle pulling -Sales wins accounted for >20% of MRD Revenue ($600,000 + revenue) -Prospect, qualify, approach, present, negotiate, close, & follow up -Market & Sell Modern's services at manufacturing trade shows
• (IMTS) -Maintain CRM, produce call logs to management, and quote projects -Meet deadlines, sales quotas, and sales metrics

• Door-to-door sales and marketing campaign (DirecTV) -60+ installations in six months -Recruited three sales reps; recruits accounted for an additional 50+ wins