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PLAN
Level 5a

SMART PLAN - Level 5a  
Version 1.2 
Updated 08/22/2001  

“A Systems Management approach directed to achieving client’s goals. Action and Results oriented program, utilizing Technology in an effective manner”  

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Quick Reference 

• Executive Summary  
• Definition of "Forms"  
• Why Smart?  
• Sales Process  
• Program Criteria  
• Pricing Guidelines  
• Charter Program 
• InFlowTech Background  

Program Criteria

1. Budget of  $50K+ per year.

2. Top down support for concept—decision makers in senior management to staff personnel “on board”.

3. An organized and computer literate web enabled company.

4. Must be in a position to implement changes.

5. Financially motivated to improve operations.

6. Successful and growing company with a desire and mandate for out-sourcing of non-core functions.

7. Well financed and recognizable to others and willing to serve as referral to other prospects.

Pricing Guidelines

1. Hard cost + established markup by product category.

2. Setup (one time) and Program Maintenance (annual) fee.

3. Fee based consultation services.

4. All services priced individually—pay for what you use!

5. Prompt Pay discounts offered.

6. Price matching guarantee.

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 Charter Program (limited availability)  

1. Available on a limited basis.

2. Must provide referrals and earn 1% rebate on sales to referrals.

3. Participate in regular meetings for plan direction and improvement.

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InFlowTech Background

1. Formed in 1985, a San Francisco, California based company.

2. Currently serving clients nationwide.

3. Focused on business forms and related systems.

4. Business Philosophy—applies to all aspects of our operation:

• Must be in the best interests of the client

• Must be in the best interests of InFlowTech

• Must be profitable for all

• Must be long-term oriented  

5. Client references available upon request   

Be SMART In The New Millennium!!!!!

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