Notes

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Date Notes
06/12/2016 Provided Company Details and home address for meeting.
05/12/2016 Asked about what happens to accounts after 1 year and can he buy additional guaranteed business? Booked in for signing on 12/12.
02/12/2016 Called and asked about existing employees. Told him we would deal with it the way he wanted.
29/11/2016 Currently a bus driver who wants to do something for self and family. £20k to invest. Has done a lot of research and actually said in the meeting that he will be joining! Wants to move quickly, talking about signing on 7/12. Advised to stay employed until business grows.
28/11/2016 Called back, confirmed attendance.
18/11/2016 Called back. Ready to move forward, wants to move quick. Booked in for 29 Nov.
19/10/2016 Stopped responding.
13/10/2016 Called in, asking about funding and not paying all upfront. concerned that return was not quick enough. Will think about it and get back to us.
11/10/2016 Info sent.