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WEEKLY BUSINESS UPDATE:

December 31, 2018 – January 4, 2019

BUSINESS DEVELOPMENT

Created by: Nathan Trinidad


Date: January 4, 2019

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LEAD GENERATION
• Organic Leads “Research conducted by Business Development”
• Inorganic Leads “Referrals”

NEW COMPANIES /
WEEK REMARKS
RECORDS

Total Lead 2015 As of December 31, 2018

December 31, 2018 – January 4, 2019 (w01) 0 No New Record

January 7, 2019 – January 11, 2019 (w02) 6 No New Record

January 14, 2019 – January 18, 2019 (w03)

January 21, 2019 – January 25, 2019 (w04)

January 28, 2019 – February 1, 2019 (w05)

Total 2021 Leads

• Source Lead Count: Organic – 1995 / Inorganic – 20 / Total Leads – 2015


• Lead Type: Primary – 1823 / Secondary – 192/ Total Leads – 2015

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PROSPECT GENERATION (EMAIL
BLAST)
• Organic Leads “Research conducted by Business Development”
• Inorganic Leads “Referrals”

EMAIL HIT BOUNCE YIELD


WEEK% REMARKS
SENT RATE RATE RATE

December 31, 2018 – January 4, 2019 (w01) 0 0% 0% 0%

January 7, 2019 – January 11, 2019 (w02) 6 100% 0% 0%

January 14, 2019 – January 18, 2019 (w03)

January 21, 2019 – January 25, 2019 (w04)

January 28, 2019 – February 1, 2019 (w05)

• Hit Rate - The percentage of successful emails that were actually delivered to recipients’ inboxes
• Bounce Rate - The percentage of total emails sent that could not be delivered to the recipient’s inbox
• Yield Rate – The percentage of “prospect clients” who response on the introductory email

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LEAD DEVELOPMENT (NEW RECORD)
• Organic Leads “Research conducted by Business Development”
• Inorganic Leads “Referrals”

NO. OF
WEEK PROSPECT REMARKS
CLIENT(S)

December 31, 2018 – January 4, 2019 (w01)

January 7, 2019 – January 11, 2019 (w02)

January 14, 2019 – January 18, 2019 (w03)

January 21, 2019 – January 25, 2019 (w04)

January 28, 2019 – February 1, 2019 (w05)

Total 0

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LEAD DEVELOPMENT (FOLLOW-UP)
• Organic Leads “Research conducted by Business Development”
• Inorganic Leads “Referrals”

NO. OF
WEEK PROSPECT REMARKS
CLIENT(S)

December 31, 2018 – January 4, 2019 (w01)

January 7, 2019 – January 11, 2019 (w02)

January 14, 2019 – January 18, 2019 (w03)

January 21, 2019 – January 25, 2019 (w04)

January 28, 2019 – February 1, 2019 (w05)

Total 0

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ONSITE & OFFSITE MTG (NEW RECORD)
• Organic Leads “Research conducted by Business Development”
• Inorganic Leads “Referrals”

NO. OF
WEEK PROSPECT REMARKS
CLIENT(S)

December 31, 2018 – January 4, 2019 (w01)

January 7, 2019 – January 11, 2019 (w02)

January 14, 2019 – January 18, 2019 (w03)

January 21, 2019 – January 25, 2019 (w04)

January 28, 2019 – February 1, 2019 (w05)

Total 0

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ONSITE & OFFSITE MTG (FOLLOW-UP)
• Organic Leads “Research conducted by Business Development”
• Inorganic Leads “Referrals”

NO. OF
WEEK PROSPECT REMARKS
CLIENT(S)

December 31, 2018 – January 4, 2019 (w01)

January 7, 2019 – January 11, 2019 (w02)

January 14, 2019 – January 18, 2019 (w03)

January 21, 2019 – January 25, 2019 (w04)

January 28, 2019 – February 1, 2019 (w05)

Total 0

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PIPELINE MANAGEMENT
• January 2019
Account Movement

OPPORTUNITY / COMPANY NAME LINE OF BUSINESS ENTRY DATE REQUIREMENTS PHASE / STAGE 1109-1115 1116-1122 MOVEMENT

 Proposal Sent (Opportunity Assessed) – 30%  Negotiation (Pricing proposal and client presentation) – 70%
 Due Diligence /Risk Management (Background Check)– 40%  Contracting (Finalization)– 90%
 On-Hold (Project on-hold by client) – 50%  Won (Successful) – 100%

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PIPELINE MANAGEMENT
• Account Stage and Phase (Summary)

NO. OF
STAGE PROSPECT REMARKS
CLIENT(S)

Introductory Email

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PIPELINE MANAGEMENT
• Account Stage and Phase (Summary)

NO. OF
STAGE PROSPECT REMARKS
CLIENT(S)

Proposal Sent

Due Diligence

On-Hold (Park Account)

Lost Opportunity / Terminated

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PIPELINE MANAGEMENT
• Account Stage and Phase (Summary)

NO. OF
STAGE PROSPECT REMARKS
CLIENT(S)
Bid Management / Negotiation (Risk
Management)

Contracting

Won (Successful)

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ACTIVE ACCOUNTS
• Acquired Account for 2016(1), 2017(5), and 2018(9)
• Total Active Client : 15

YEAR
CLIENT NAME DBA STATUS REQUIREMENTS Company Size
ACQUIRED

2016 Business Process Outsourcing International BPOi Active Non-Agents Large High
03-2017 SPI CRM, Inc. SPI CRM Active Agents / Non-Agents Large High
05-2017 Global Integrated Contact Facilities, Inc. GICF Active Agents / Non-Agents Large Low
05-2017 IKALINGA Cargo Express, Inc. IKALINGA Active Non-Agents Small
08-2017 RJ Globus Solutions RJ Globus Active Agents / Non-Agents Medium Low
10-2017 AN Client Care, Inc. ANCCI Active Agents / Non-Agents Medium Low
01-2018 Novus Contact Solutions, Inc. Novus Active Agents Large High
04-2018 iOPEX Technologies Philippines, Inc. iOPEX Active Agents Large High
07-2018 ZigZag Media, Inc. ZigZag Active IT Professional Large High
07-2018 Philippine Oppo Mobile Technology, Inc. Oppo Active Support Large High
Managerial and
08-2018 Chryso Philippines, Inc. Chryso Active Large High
Executives
10-2018 Universal Telegraph International, Ltd. True Activist Active Support Large High
10-2018 Asia Teleservices, Inc. AsiaTel Active Agents Large High
10-2018 IQ Packaging Systems, Inc. IQ Packaging Active Support Large High
11-2018 iStaff Solutions, Inc. iStaff Active Agents Large High

 Large High – 1000+ employees  Medium Low – 100 to 299 employees


 Large Low – 600 to 999 employees  Small – 16 to 99 employees
 Medium High – 300 to 599 employees  Micro – 1 to 15 employees

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ACCOUNTS ACQUIRED
• Acquired Account for 2019
• Total Active Client :

YEAR
CLIENT NAME DBA STATUS REQUIREMENTS Company Size
ACQUIRED

 Large High – 1000+ employees  Medium Low – 100 to 299 employees


 Large Low – 600 to 999 employees  Small – 16 to 99 employees
 Medium High – 300 to 599 employees  Micro – 1 to 15 employees

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JOB ORDER - ACTIVE
• Manpower Requisition

DATE OF FTE
CLIENT NAME DBA POSITION/DESIGNATION
REQUISITION REQUIREMENT

Global Integrated Contact Facilities, Inc. GICF Asset Management Associate 1


CSR - JFC 100
CSR – 7-11 14
INSPIRO (formerly : SPI CRM) Inspiro BDO Life 5
Bankard Inbound 31
BDO Outsourced 5
1800F 314
Netspend 46
ARQ (Australian Webhosting) 11
Cardinal Santos Medical Center 3
BDO Insure 10

DISH – Inbound Video Sales 25


DISH – CXO 50
DISH – Warming 25
DISH – Sales Sling 25
DISH – Inbound Video Sales 25
PNB 10
Assurance 20
Digital Care 15
Care Inbound 30

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JOB ORDER - ACTIVE
• Manpower Requisition

DATE OF FTE
CLIENT NAME DBA POSITION/DESIGNATION
REQUISITION REQUIREMENT

INSPIRO (formerly : SPI CRM) Inspiro Telesales 30


PLDT 117 30
ZigZag Media, Inc. ZIgZag Senior PHP Developer 3

Senior iOS Engineer 1

Senior Ruby on Rails 1

Senior C#.Net Developer 1

QA Automation Tester 1

Senior Frontend Angular Developer 1

Paraplanner 1
IStaff Solutions, Inc. IStaff CSR – Non-Voice 15
Asia Teleservices, Inc. Asia Tel TSR 5
IQ Packaging, Inc. IQ Packaging Plant Manager 1

Production Supervisor 1

QA Supervisor 1

Production Control Assistant 1

Labor Relation / Social Development Exec 1

Process Improvement Supervisor 1

Production Supervisor 1

Logistics Supervisor 1
Chryso Philippines, Inc. Chryso Sales Officer 1

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JOB ORDER - ACTIVE
• Manpower Requisition

DATE OF FTE
CLIENT NAME DBA POSITION/DESIGNATION
REQUISITION REQUIREMENT

RJGlobus Solutions, Inc. RJGlobus Payroll Officer 1


CSR – Mandarin Speaker 1

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BD SUMMARY REPORT
• As of: November 23, 2018

TOTAL LEADS
TOUCHED UNTOUCHED
(with 2-4 POC per leads)
2015 435 1580
21.60% 78.40%

ACTIVE CLIENTS NEW ACTIVE CLIENTS (2019) CONTRACTING INACTIVE

15 0 0 3
(1) Business Process Outsourcing International
(2) SPI CRM, Inc.
(3) Global Integrated Contact Facilities, Inc.
(4) IKALINGA Cargo Express, Inc.
(5) RJ Globus Solutions
(1) EXLService
(6) AN Client Care, Inc.
Philippines, Inc.
(7) Novus Contact Solutions, Inc.
(2) Orchid Cybertech
(8) iOPEX Technologies Philippines, Inc.
Services, Inc.
(9) ZigZag Media, Inc.
(3) Shopee
(10) Philippine Oppo Mobile Technology, Inc.
Philippines, Inc.
(11) Chryso Philippines, Inc.
(12) Universal Telegraph International, Ltd.
(13) Asia Teleservices, Inc.
(14) IQ Packaging Systems, Inc.
(15) iStaff Solutions, Inc.

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ACTIVITY UPDATE
• Business Development, Sourcing and Marketing, and Operations

Other Activities

Monthly Activity Calendar (Based on monthly recruitment activity) :: January 2019

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Thank You!
Have a great day!

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