New Clients Inc.

This client is correct in the fact that the initial team of onesalesperson and two appointment setters did not perform as desiredMuchsupport was provided by NCI in the form of phone calls, emails and coaching inan attempt to improve their performanceWhen it became clear that
theseindividuals could not or would not improve their performance, a decision wasmade to terminate them and the process to hire and train new personnel wasstartedThe agreement the client entered into with NCI stipulates that if forany reason the initial salesperson does not perform to a minimum standard oftwo new clients per week during the first weeks of the program, NCI will,without further cost to the client, help hire and train a new one.On October 22nd of the client agreed to work with usduring the hiring and training of a new salespersonThe process of placing adsonline was initiated by NCI at that timeSoon thereafter, the client notifiedus he would wait until the end of the tax season to implement the rehiringprocessSeveral months later we were informed he had decided not to restartthe program and requested his fee be refundedIt should be noted NCI did notjust spend one week on-site when the program beganWe spent one full weekconducting interviews and hiring the salesperson and appointment settersWespent an additional full week at the client's office training the salespersonand working with the appointment settersMany other support functions werethen carried out, as is standard NCI protocol, over the ensuing nine weeks.It should also be noted that as a part of the agreement forthe Plan Client Acquisition Program, outlined in exhibit E, the followingrisk factors can and sometimes do occur:1-Turnover of marketing personnel2-Low productivity of marketing personnel3-Loss of clients due to attritionWhile we sympathize with this client and the poor initialresults that were achieved, we know from experience that sometimes it's thesecond salesperson we hire and train that turns a program into a successThisclient never gave us the chance to turn his situation around and basically quitafter nine weeks of effortHad I given up after my first salesperson didn'twork out I wouldn't be in business today nor would many of NCI's verysuccessful clients.The offer to have NCI help this client hire and train a newmarketing team is still available per the agreement he signed with us and oursincere desire to increase the success of every one of our clientsIt is ourfirm belief that given the opportunity, we can turn this program around andmake it successful.*** ***CEO

Review: Spent over $30,000 for merchant's guarantee of $300,000 in annualized billings in 24 months. Merchant interviewed, and trained sales personnel to achieve this goal, and we were required to pay the salaries of approximately $3,900 per month. After about 3 months of sales efforts, the sales team was unable to deliver the results promised by the merchant. We had to fire the sales team. The merchant did not identify the under performance of the sales team and take corrective action. The merchant did agree with our action, once taken, to fire the sales team for under performance. Allowing the sales team to continue uncorrected cost our firm time, money and lost opportunities.

The Merchant did offer to train a new sales crew, however, given we had to catch and correct the previous problems, we explained to the merchant that we have lost confidence in their ability to perform. Since the merchant did not discover the problem and propose corrective action it would be inappropriate for us to put another $11,700 ($3,900 X 3months) in sales salaries at risk of loss in the hopes they will perform better this time.

As part of the service the Merchant promised creation of a website with sales videos for our prospective clients to see. When the website was delivered, several links lead to another CPA's website (not affiliated with us) and all the web form leads went to someone other than our firm. Merchant never produced a working website for us. Instead the Merchant sent us to a 3rd party to get our website, where we had to start over and pay additional fees.

The Merchant did offer a refund of $5,000. A 17% refund which we explained was not sufficient.Desired Settlement: Or request is that the Merchant refund all fees in excess of direct out of pocket costs incurred by the merchant. In a phone conversation, and email, the Merchant explained that it would cost about $5,000 to send someone out to train new sales staff. If the Merchant's initial cost to train the sales staff was double the cost of the re-training, then a refund of $20,000 ($30,000 paid less $10,000 direct expenses) is an appropriate refund amount.

Business

Response:

NCI keeps detailed notes of all conversations on our contact management software

program. According to our time/date stamped notes there were numerous

conversations, emails and coaching calls conducted with accountant and his

sales team during the 10 weeks the program was operational. To claim we offered

no support or guidance is simply not the case.

The conditional guarantee is clearly stated in the consulting agreement and

signed off on by both parties. It is specifically designed so that client’s do

not give up on the program after 10 weeks and must hire and train a new

marketing team. These risk factors were also stated and signed off on in

consulting agreement client signed. It was ok when client agreed to program but

not now.

Again, NCI agrees that the production of the sales team was subpar during the 10 weeks

of implementing the program having signed 4 monthly business clients during

that time. NCI worked closely with the accountant and sales team in an effort

to improve results during the time in which the program was operational. NCI

made numerous calls, emails, coaching calls in an attempt to correct the lack

of productivity. After attempting to repair and coach the sales team, we

agreed it was time to make a change in personnel. NCI recommended the

termination of the salesperson. NCI tried to repair before replacing was

necessary. 10 weeks is hardly enough time to place blame on recruiting/training

organization and state we waited too long to make suggestions. Our detailed

records of support calls tell a different story. As is often the case when

things don’t go as planned the sales results get confused with the requirements

of our contract and obligations.

Consumer

Response:

Review: [redacted]

I am rejecting this response because: The guarantee does not meet Revdex.com standards and guidelines. If the consumer must spend more than 4x the guaranteed fee, the merchant making a non-promise (e.g. We guarantee to refund your $25,000 only if you spend another $100,000) . Allowing a merchant to call this a warranty is unconscionable. This is a gross one-sided warranty, in favor of the merchant.

Regards,

Review: I engaged New Clients Inc. (NCI) to help me increase the client base of my accounting and consulting business. The program was initiated on August 18, 2014, at which time a representative of NCI came in for a week to interview telemarketer and sales person prospects. Over the next several weeks, the marketing process was run, following the script and instructions of NCI. The telemarketers did not achieve the number of appointments each week as NCI said should be achievable. The salesperson did not sign up any clients. After a couple of months, I let one telemarketer go and left one on to see what the results would be. In October, the salesperson quit because was not getting any clients and, consequently, making much money.The NCI rep had thought that getting 20 or more new clients would have been possible in the path to the $300k in billings. In reality, I had zero clients and zero revenue. Because I had spent several thousand dollars and was low on funds, I had to put the program on hold while I worked consulting projects to pay the bills and make some money. It was my hope that I might restart the program after the first of this year. However, I could not muster much enthusiasm for taking my hard-earned money and spending it on the program that had proven totally ineffective in the past. If I had achieved even some lower-level results that would show promise that the program would work and sticking with it would get me to the $300k in annual billings, I might have done that. But when the results were exactly ZERO, that was a hard leap for me to make.Desired Settlement: I requested a refund of the amount that I had paid less their out-of-pocket costs in sending the rep in to my location. I felt like that was more than fair. I was hoping that NCI would demonstrate a sense of honor and integrity and show that they prioritized the needs of their clients. If so, I thought that a partial refund of the fee was not too much to ask for. To date, they have refused.

Business

Response:

This client is correct in the fact that the initial team of onesalesperson and two appointment setters did not perform as desired. Muchsupport was provided by NCI in the form of phone calls, emails and coaching inan attempt to improve their performance. When it became clear that theseindividuals could not or would not improve their performance, a decision wasmade to terminate them and the process to hire and train new personnel wasstarted. The agreement the client entered into with NCI stipulates that if forany reason the initial salesperson does not perform to a minimum standard oftwo new clients per week during the first 10 weeks of the program, NCI will,without further cost to the client, help hire and train a new one.On October 22nd of 2014 the client agreed to work with usduring the hiring and training of a new salesperson. The process of placing adsonline was initiated by NCI at that time. Soon thereafter, the client notifiedus he would wait until the end of the 2015 tax season to implement the rehiringprocess. Several months later we were informed he had decided not to restartthe program and requested his fee be refunded. It should be noted NCI did notjust spend one week on-site when the program began. We spent one full weekconducting interviews and hiring the salesperson and appointment setters. Wespent an additional full week at the client's office training the salespersonand working with the appointment setters. Many other support functions werethen carried out, as is standard NCI protocol, over the ensuing nine weeks.It should also be noted that as a part of the agreement forthe Plan 2 Client Acquisition Program, outlined in exhibit E, the followingrisk factors can and sometimes do occur:1-Turnover of marketing personnel2-Low productivity of marketing personnel3-Loss of clients due to normal attritionWhile we sympathize with this client and the poor initialresults that were achieved, we know from experience that sometimes it's thesecond salesperson we hire and train that turns a program into a success. Thisclient never gave us the chance to turn his situation around and basically quitafter nine weeks of effort. Had I given up after my first salesperson didn'twork out I wouldn't be in business today nor would many of NCI's verysuccessful clients.The offer to have NCI help this client hire and train a newmarketing team is still available per the agreement he signed with us and oursincere desire to increase the success of every one of our clients. It is ourfirm belief that given the opportunity, we can turn this program around andmake it successful.[redacted]CEO

Review: We paid a deposit in the amount of $2500.00 in good faith at the time of contract negotiations with this company for their telemarketing services. We were unable to agree on contract terms and the deal fell through. The company now refuses to return our deposit citing a 30 day advance notice on cancellation of contract to return this money. But the contract was never signed so there is no question of a 30 day notice.Desired Settlement: We want the ful amount of our deposit returned to us immediately

Business

Response:

Mr. [redacted] provided NCI with a non-refundable deposit for reserving an August 19th 2013 start date for NCI's Client Acquisition Program. Mr. [redacted] was aware the deposit was non-refundable based on the credit card authorization form bearing his signature clearing stating the refund policy. The policy states no refund is to be issued unless client cancels 30 business days prior to the first day of the start date month. I have attached a copy of this signed credit card authorization form for the Revdex.com's review. Mr. [redacted] attempted to cancel the program one week prior to Mr. [redacted]s scheduled August 19th program start date.