Kick-Off Meeting

March 13, 2009

Agenda• Scope of Work – 10 minutes

• Walk through the customer chat experience on your sites while discussing Visitor Engagement Rules – 15 minutes

• Prospect Entry Point – 10 minutes

• Next Steps – 10 minutes

• Q & A

Scope of Work• Generate LeadsPush for:• Individual Subscriptions• Group Subscriptions <10 licenses• Group Subscriptions >10 licenses• Consulting

Visitor Engagement Rules• Time Based

• We will test the best time to have a pop-up invitation appear on individual pages – i.e. home page - 15 seconds, 30 seconds, etc. Become a member - 30 seconds, 60 seconds, etc.

• Form BasedWe will test pop-up invitations on your ‘Become a Member’ page:• If the user abandons the form• If the user sits on the page and does not submit information with 10 seconds, 15

seconds, etc.

• Keyword Search We can have pop-up invitations appear specifically for users who :

– Come in through a specific domain – i.e. Google– Come in from a Fortune 500 company – i.e. Dell – Use specific keywords – i.e. geopolitical intelligence, geopolitical consulting, strategic

intelligence, etc.

Prospect Entry Points

PURCHASE

ACTION STAGEEngage with a Mojo

Representative on site

CONSIDERATION STAGE40 – 55% name capture from chats conducted

AWARENESS STAGE30-45% contact capture

from chats conducted

Visitors who are not familiar with the company, products, etc.

Visitors with an understanding of the product and want more detailed information.

Visitors who provide contact information and are referred to the company.

i.e. What does Stratfor do?

i.e. How much will it cost to upgrade more licenses for a group subscription?

i.e. Yes, I would be pleased if a product specialist would contact me. My e-mail is…

Next Steps• Meeting #2

Tuesday, March 17th – Review Qualifying Materials• Cecelia will call you to discuss qualifying questions, conversion actions and answers to frequently asked questions.

• Meeting #3Thursday, March 19th On-Line Chat Training • Rebecca will participate in a few role playing scenarios (on a development server) with someone from

your team. • Purpose:

• This will give you an opportunity to see how our chat reps will interact with your website visitors.• We will be able to fix any verbiage issues before going live on the site.

• Meeting #4Monday, March 23rd (if needed) Stratfor inserts code on site• We can walk you through the implementation steps of deploying chat on your site.

• Go Live Tuesday, March 24th