Prospecting - Roy Matlock Jr - Business Services

Prospect Information

This form is to be filled out by you, the rep, inviting a business owner to review information about ERC, Occams Advisory (our CPA group who specializes in ERC). After you fill this form out, the business owner will be placed into an email funnel. It will begin with 1 email inviting them to get started with the initial information submission to Occams.

Your Roy Matlock, Jr. Business Services Rep ID(Required)

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Rep Phone Number

Prospect Name(Required)

First Last

Prospect Email(Required)

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Prospect Phone

Company Name

Custom Email Lead-In Message

Example - Check this out I want to make sure you guys take advantage of this tax free relief money. It’s the best company I have found for my clients and other small businesses to try a risk free assessment.- Jaime

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Rep Full Name

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Rep First Name

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Rep Last Name

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Rep-Email

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