Services - Reporting

  • 1
    Combined with our cold calling, company profiles, appointments, and database creation, our reporting services provide easily understood and digestible information. As a result, you can clearly see how campaigns are progressing and make better strategic decisions.
  • 3
    Some of the reports we generate include:
    • Detailed updates on cold calling results, information gathered via conversations, and prospecting progress.
    • Company profiles with invaluable information and intelligent insights.
    • Information resulting from customized queries for tailored campaigns.
  • 2
    As all the data we collect on your behalf is customized, we can run detailed reports that deliver valuable proprietary information. For example, if you want to identify every plastics manufacturer in your market, we can deliver that information. If you need a list of firms in the Southwest with sales of $10-$20 million, we can generate it. And all of this valuable data stems from firsthand dialogues with decision makers in your market who are relevant to your specific requirements.
  • 4
    Regardless of the level of detail or specificity, our reports can provide the critical information you need.
  • Our reports give you the specific company insights you need at your fingertips. Consequently, your job becomes easier and you can make sales decisions with more confidence.
To learn more about our unique and powerful reporting services, contact us.
  • Hear What Our Clients Are Saying...

    Larry Haworth

    We are VERY satisfied with the results. The LGen staff consistently sets appointments with CFOs, Controllers, and owners of companies that meet our firmís target profile. In the first year, we have obtained new clients with annual billings of more than double our first year LGEN fees.

    Larry Haworth
    Partner, Bessolo Haworth & Vogel LLP
  • Hear What Our Clients Are Saying...

    Frank Morrelli

    LGen has done an excellent job of getting us in front of C-Level executives at companies with sales of $100mm-$5b that we may otherwise not been able to do ourselves efficiently. Our focus has been in the New York/New Jersey market with a broad range of targeted industries. LGen's approach is professional, persistent, and effective.

    I hope to continue to use LGen in other parts of the country as well. We especially recognize LGen Partner's ability to communicate complex and broad issues on our behalf to our prospects. We've had a number of meetings where the CFO's have been very interested in our services and would consider using us for future projects. Opportunities have included IT, risk management and transition support.

    Frank Morrelli
    Managing Partner, Tatum

  • Hear What Our Clients Are Saying...

    Senior Vice President

    To date we have booked a number of new relationships from LGen leads that we expect to generate over $1MM in annual revenue as those relationships mature. The ROI on the program has significantly exceeded our expectations. The LGen profiles and appointments allow our Relationship Managers to broaden their reach in our marketplace and better leverage their business development activities. We will continue to use LGen to enhance our commercial banking marketing efforts.

    Senior Vice President/ Business Development Manager
    $20 Billion Asset Commercial Bank


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