Acquisition of new business meeting appointments from registered customers in CRM/SFA | Performance-based compensation

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Perfect Audience AttractionⓇ

last updated：Oct 28, 2026

Acquire new business appointments from business cards and negotiation history entered into CRM and SFA. Without changing tools, we will create the next proposal to send.

We will acquire new business meeting appointments from past business cards and negotiation histories registered in CRM and SFA. Business cards are scanned and imported, and histories are entered with each negotiation. The list of customers can be quickly retrieved on the screen. However, the task of deciding "next, I will guide this company for this purpose" based on those records is often neglected due to daily responsibilities. Isn't that the case? Even if records are complete, using a mass distribution function without deciding what to present to each recipient means that the same message will reach both companies that were lost and those with whom only business cards were exchanged. From the recipient's perspective, it becomes unclear why they are receiving this now, making it difficult to convey a reason for further consultation. Donpisha Shukyaku® organizes the reasons for re-consultation for each recipient based on the registered history and negotiation results. Based on confirmed purposes and response conditions, we create email guidance texts and landing pages for applications. We design the process from application reception to meeting scheduling to fit your sales structure, thereby acquiring business meeting appointments. There is no need to change the tools you are currently using.

Related Link - https://donpisha-marketing.com/manufacturing-consu…

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basic information

■Main Support Content To secure new business appointments from registered customers in CRM and SFA, we will create and design the following: 1. Based on the registered history and business results, we will decide what to present to which parties. 2. We will create email guidance texts tailored to the consideration status of the recipients, such as lost opportunities, on hold, or only business card exchanges, categorized accordingly. 3. We will produce a landing page (LP) summarizing the purpose, conditions for response, and how to apply for consultations. 4. We will design the flow from application reception to meeting setup to align with your company's sales structure. The responsibilities for distribution and ongoing operations, as well as costs, will be determined before the contract is finalized. ■Information to Gather During Consultation 1. The products/services you wish to promote and their confirmed uses. 2. An approximate number of registered entries and the registered items (acquisition history, business results, etc.). 3. The timeframe and content of the last contact, as far as you can provide. The actual registered data is not necessary for the initial consultation. It is sufficient to know the item names that can be confirmed on the screen. ■Cost Considerations This is a performance-based compensation model where orders and payments are considered the results. The commission rate, applicable transactions, duration, and production/operation costs will be agreed upon before proceeding with the contract.

Price information

It is a performance-based compensation model where orders and payments are considered the results. The fee rate, target transactions, applicable period, and costs related to production and operation will be determined before the contract.

Delivery Time

Please contact us for details

※We will check and adjust the target products, the status of the list, and the scope of production and operation.

Applications/Examples of results

■We envision using it in the following ways: - Informing potential clients that are still registered as lost opportunities about new conditions that address the issues at the time. - Sending tailored information to companies that did not continue communication after exchanging business cards, categorized by purpose. - Reaching out to companies whose negotiation results are still marked as "under consideration" to discuss current conditions. ■Frequently Asked Questions Q. The accuracy of input varies by representative. A. We will start with categories that can be divided based on the input available. Business cards without a record of how they were obtained will be categorized by company name, department, and the intended purpose. Q. Can we proceed using the tools we are currently using? A. Yes. We will determine the recipients and content from the registered records and create email notifications and landing pages. Q. I have tried mass distribution before. A. We will change the reasons and wording for each category when sending information. We will differentiate the content based on whether the company is a lost opportunity or just a business card exchange. ■Please let us know during your consultation If you can provide the target product, an estimate of the number of registrations, the background of how you collected business cards and negotiations, and the status of the last contact, we can begin the initial consultation.