We need your help!

As a token of appreciation, we are adding some fun and a prize to this campaign. PEO contacts that fill out our brief “Request for Information” will be able to enter the name of the person that referred them. To be considered a qualified entry, the prospect needs to be a decision maker (director level or above), needs to watch a short video (under 3 minutes), and agree to participate in a 15 minute introductory call with a NetWise sales associate. On April 1st, we will compile a list of the new prospects we received using this process and randomly pick one. The person who refers the selected prospect will receive their choice of the following gifts:

1. An iPad mini. This will be a perfect device to use with ClientSpaceNEXT!
2. A $300 travel voucher on Southwest Airlines and dinner for two at Marina Jack. Bring your spouse along to the ClientSpace User Conference this fall?
3. A $300 American Express Gift Card.

Thanks as always for your support!

Sincerely,
Randy Wadle

Instructions (Exhibit A):

  1. Send an email (template email is shown below) to three (or more) PEO decision makers. BCC sales@netwisetech.com on the email so we are notified of your referral.
  2. Prospect will click on the link supplied in the email to watch the short video.
  3. Prospect will be directed to complete a short contact form at the conclusion of the video.
  4. NetWise will respond to the prospect via email to confirm the receipt of their information and try to arrange a time for the introduction call. The referrer will be CCed on this email. We encourage you to contact the prospect by phone or email to help encourage them to setup the meeting (not required)
  5. After the introductory call takes place, NetWise will send an email thanking the referrer for the prospect referral and confirming that the prospect is qualified for the drawing.

Template email: (feel free to modify as you see fit)

Dear {ContactName},
I hope you are doing well and business is growing. I wanted to make you aware of a powerful software solution called ClientSpace, tailored for the PEO industry, that has significantly improved the way we do business at {your PEO Name}. I highly recommend you take a look at it if you have any need for Enterprise CRM software.

NetWise Technology is the company that produces the software. They are located in Bradenton, Florida and have provided software in the PEO industry for about 10 years. They have about 40 PEO clients. You would be impressed with their knowledge of the industry and understanding of what makes PEOs tick. This knowledge is very evident in their team and in their software.

There are modules that focus on sales force automation, pricing, underwriting, implementation, client service, risk management, and benefits administration. The staff at NetWise is responsive and can deliver unique solutions to new business challengs that always seem to arise.

To check them out, visit www.netwisetech.com/referral. There is a short video that will introduce you to the company and the product at a high level. If it seems like it may be of interest, fill out the contact form and someone from NetWise will get back to you to setup an intro call.

Let me know if you have any questions. Thanks and I hope to see you soon.