Tufford Group is a customer follow up firm that specializes in cleaning, sorting and organizing customer list. We update contact information and find out which contacts are viable and which are just taking up space in your database.
2. The Problem
• Almost every organization on the planet has a disastrous contact list or database.
• CRM Systems can identify problems, duplicates, and issues – but can’t fix them.
• The average list we encounter is 60% incorrect.
Typical Scenarios - 23,000 Contacts - 15,800 were gone, retired,
deceased.
12,000 Contacts - 9,000 had moved.
7,700 Contacts - 351 still active.
The Solution
• Our family business sorts, organizes and updates contact lists one outreach at a
time.
• We transform various lists into living data organizations can actually use.
• The updated list will only contain people who are active and want to hear
from you.
Our Elevator Pitch
2
3. The Dirty Little Secret of the Digital Revolution
• People move, they change jobs, email, phone, they retire, and they pass away.
• Organizations accumulate thousands of contacts but don’t have the time or
resources to keep their lists up-to-date.
Our gentle outreaches reconfirm interest in the organization; updates
contact information, and any time-sensitive opportunities are forwarded
back to the client.
The Best Contacts / Shareholders - Are The Ones You Already Have
• We find out who’s still alive, who’s still interested, and who’s a new opportunity.
• It’s not a sales call. It’s not a robotic questionnaire. It’s allowing people a voice,
gathering their input, and having it make a difference.
• Every conversation is an opportunity to provide a quick update on what’s happening,
identify potential problems, or to simply keep the organization top-of-mind.
Every Organization - HasThe Same Problem
3
4. 4
ESG Component
Updating Your Contact List Is The Right Thing To Do
• Companies have a moral obligation to keep their contact lists up-to-date.
• A widow should not have to endure emails and letters addressed to a husband
who passed away twenty years ago. No CRM system can tell you if “Harold” is still
alive.
• We provide an easy opportunity for people who don’t wish to receive mail or phone
calls to be removed from the list. Something everyone appreciates.
A Clean List Helps The Planet
• Billions of pounds of paper, billions of trees, thousands of trucks, ships, and planes
all part of a crazy process to get “stuff” to hundreds of millions of people who don’t
want it or don’t live there anymore.
5. 5
We See People, Not Data
Our Outreaches Have Value
• A person who feels part of the story tends to engage more and will
recommend the organization to others.
• Fixing the list and sharing the updated story is the objective, but it needs to
be done within a framework of building and maintaining real relationships.
• DATA HYGIENE - A clean list is a safer haven against cyber attacks.
• Almost all major data breaches originate through stale contacts.
They pitch. We listen.
• With over a million outbound calls behind us, most of our calls are well-
received.
• In an era of “artificial everything”, seniors especially, appreciate a call from a
real person.
Our Calls Are Real
• Organic – Conversations are natural rather than rigidly scripted.
• Responsive – Our people are seasoned, well-trained telephone
professionals.
6. 6
Common Scenario
North American Trucking Company
Over 100,000 Contacts carefully stored in a custom built CRM system.
The CRM system identified thousands of problems. However, no one could tell the
CEO which contacts were still alive, let alone who still had the truck.
One contact was re-entered as a new customer over three hundred times. This meant
he was receiving over three hundred maintenance requests mailed to his home every
month.
Thousands of other contacts had passed away many years before, leaving widows
and widowers asking, “Why are they still sending stuff?”
When the CEO asked, “How do we fix this mess?”
The IT Manager responded, “Someone would have to call them
all.”
7. 7
Public Company Experience
Value Generators – In Horrible Markets
After speaking to hundreds of thousands of shareholders / contacts, and Investing
News Network Leads, we found less than 8% had ever received a telephone call
from a company they invested in.
The average age of an accredited Investor is 65-70. They don’t text. They like
real people.
Our calls are warm. We simply touch base, update their contact info, share some
news, and answer basic questions. You get a report on every conversation and any
time-sensitive opportunities are forwarded to you in real time.
We share your updated story with 600-800+ people per month. Compare this to a
typical Toronto trade show where you might share the story with only a few “NEW”
investors.
LinkedIn
We have 28,000+ Resource Industry Professionals, Analysts, etc., to share your
updates with.
8. 8
Summary & Security
With Tufford Group, You’ll Get;
• Friendly, Nova Scotia based telephone people who LOVE what they do.
• Written reports on every conversation.
• Genuine human connections between our people and your contacts.
• A trusted partner that never sounds like a call centre.
“Hi LaMont, this is Alex at Tufford Group. I just hung up the phone
with Blake Lundin in Metairie, LA. He’s hoping to have a conversation
about a legacy donation and is expecting a call.”
• Insured for commercial and general liability, errors and omissions, and cyber
security.
• We work with several TSX, CSE, and NYSE listed companies where
confidentiality and legal protocol is paramount. We hold ourselves to those
same high standards with all our clients even if no legal or securities regulatory
requirement exists.
• Our record & PIF is absolutely spotless.
9. 9
No Need to Worry
Concerns & Clarifications
First and foremost, that’s my Dad’s name on the sign. He started our original
family business in 1958 and we would never knowingly do anything to see it
on Stockwatch or anywhere else in a bad light. We automatically assume
every contact we reach is a “mystery shopper, regulator, or Bullboard
poster.”
You are in VERY good hands. Our primary goal is to DO NO HARM.
The most direct path to stop selling and find buying is inside existing
contact lists, past company lists, subscriber lists, NOBO lists, shareholder
lists, and business cards your company has been fiercely guarding (but
rarely calling) for years.
There is no downside.
10. 10
Strong Professional References
Brien Lundin, CEO, Jefferson Financial,
The Gold Newsletter, New Orleans
Conference
blundin@jeffersoncompanies.com
(504) 837-3033
Pierre Vaillancourt Vice President &
Senior Mining Analyst
Haywood Securities
pvaillancourt@haywood.com
(416) 507-2309
Lindsey Schultz, CEO, MRC Mining
Search
lschultz@miningsearch.com
(866) 507-0570
Adam Smith, Senior Liquidity Specialist,
Red Cloud Securities
asmith@redcloudsecurities.com
(416) 616-9411
Don Blyth, Partner, Mining Analyst
Paradigm Capital
dblyth@paradigmcap.com
(416) 360-3461
Christopher Smith, Partner
Investing News Network
csmith@investingnews.com
(604) 688-8231
Terry Coughlan, P.Geo, CEO Mongoose
Mining
terry@mongoosemining.com
(902) 499-2211
Neil Lock, CEO, Stocks2Watch
neil@lockconsulting.ca
(604) 380-4888
Dale Houser, Financial Advisor
Raymond James Ltd
Dale.Houser@raymondjames.ca
(416) 885-9353
Christine Katona
Desjardins Capital Markets
Christinekatona905@gmail.com
(416) 518-2164
Ira Gostin, CEO,
G8 Strategies LLC
ira@g8strategies.com
(775) 771-1461
Louie Velocci COO and Partner KPMG
LLP
lvelocci@kpmg.ca
(902) 483-0577
Good People Who Say Good Things:
11. 11
Process
1. Signed NDA.
2. Client provides the target list(s).
3. We begin the task of de-cluttering & organizing the data regardless of
condition.
4. We prepare a list of key contacts within the client’s organization.
5. We study the client’s website, presentation & press releases.
6. We create a Quick Reference Guide to answer basic questions.
7. We commence our outreaches and we stay in touch with the client.
8. Client may choose to provide us with a corporate email address.
9. We individually email contacts who didn’t provide a telephone number.
10. We make the calls at suitable times, in most time-zones.
11. We provide a customized report on each successful connection.
12. The list gets cleaned up.
13. Everyone gets an update.
12. 12
Contact Us
Sean Tufford
(902) 818-8807
sean@tuffordgroup.com
2354 Rocky Lake Dr., Unit 3
Waverley, Nova Scotia, Canada, B2R
1R5
About Us
We are a family business that sorts, organizes, and updates contact lists.
A million or so outreaches later in dozens of industries, we have a full-package,
affordable solution literally every organization needs. Our core business has been
public company shareholder and subscriber lists however our scope of clients now
include spaces such as Symphonies, Museums, Specialized Industrial, Charities,
Associations, Mortgage Brokers, M&A and other Professional and sometimes
exceptionally unique Services.
• We only engage with companies/management teams we would invite to our
house.
• 95% of our business comes from strong referrals.
