***To be completed, submitted, and approved prior to all marketing
meetings.***

+--------------+---------------------------+---------+----------------+
| ## NAME      |                           | # DATE  |                |
+--------------+---------------------------+---------+----------------+
| **LEAD       |                           |         |                |
| CATEGORY**   |                           |         |                |
+--------------+---------------------------+---------+----------------+
| **CONTACT    |                           | #       |                |
| NAME**       |                           |  AGENCY |                |
+--------------+---------------------------+---------+----------------+
| *            |                           | # FAX   |                |
| *TELEPHONE** |                           |         |                |
+--------------+---------------------------+---------+----------------+

+---+---------+-------+----+-----------------+---+------------------+
| # |         |       |    |                 |   |                  |
| # |         |       |    |                 |   |                  |
| # |         |       |    |                 |   |                  |
|   |         |       |    |                 |   |                  |
| S |         |       |    |                 |   |                  |
| O |         |       |    |                 |   |                  |
| U |         |       |    |                 |   |                  |
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| E |         |       |    |                 |   |                  |
| A |         |       |    |                 |   |                  |
| D |         |       |    |                 |   |                  |
+---+---------+-------+----+-----------------+---+------------------+
|   | **CBD** |       |    | ###             |   | ###              |
|   |         |       |    | # Former Client |   | # Self-Generated |
+---+---------+-------+----+-----------------+---+------------------+
|   | **Ref   |       |    | **SADBU**       |   | **Assigned**     |
|   | erral** |       |    |                 |   |                  |
+---+---------+-------+----+-----------------+---+------------------+
|   | **      | *     |    |                 |   |                  |
|   | Other** | (spec |    |                 |   |                  |
|   |         | ify)* |    |                 |   |                  |
+---+---------+-------+----+-----------------+---+------------------+

+---+------------------------+----+----+-----+----------------------+
| # |                        |    |    |     |                      |
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+---+------------------------+----+----+-----+----------------------+
|   | #### Telephone Contact |    |    | #   |                      |
|   |                        |    |    | ### |                      |
|   |                        |    |    |  Me |                      |
|   |                        |    |    | eti |                      |
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|   |                        |    |    | Req |                      |
|   |                        |    |    | ues |                      |
|   |                        |    |    | ted |                      |
+---+------------------------+----+----+-----+----------------------+
|   | **Capabilities Package |    |    | **O |                      |
|   | Mailed**               |    |    | the |                      |
|   |                        |    |    | r** |                      |
+---+------------------------+----+----+-----+----------------------+
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+---+------------------------+----+----+-----+----------------------+
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+---+------------------------+----+----+-----+----------------------+
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+---+------------------------+----+----+-----+----------------------+
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+---+------------------------+----+----+-----+----------------------+
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+---+------------------------+----+----+-----+----------------------+
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+---+------------------------+----+----+-----+----------------------+
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+---+------------------------+----+----+-----+----------------------+
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+---+------------------------+----+----+-----+----------------------+

+---+------------------+----+-----------------+---+------------------+
| # |                  |    |                 |   |                  |
| # |                  |    |                 |   |                  |
| # |                  |    |                 |   |                  |
|   |                  |    |                 |   |                  |
| W |                  |    |                 |   |                  |
| I |                  |    |                 |   |                  |
| N |                  |    |                 |   |                  |
|   |                  |    |                 |   |                  |
| P |                  |    |                 |   |                  |
| O |                  |    |                 |   |                  |
| T |                  |    |                 |   |                  |
| E |                  |    |                 |   |                  |
| N |                  |    |                 |   |                  |
| T |                  |    |                 |   |                  |
| I |                  |    |                 |   |                  |
| A |                  |    |                 |   |                  |
| L |                  |    |                 |   |                  |
+---+------------------+----+-----------------+---+------------------+
|   | #### High        |    | #### Fair       |   | #### Uncertain   |
+---+------------------+----+-----------------+---+------------------+

+-----------------------------------------------------------------------+
| ### COMMENTS                                                          |
+-----------------------------------------------------------------------+
|                                                                       |
+-----------------------------------------------------------------------+

+--------------+--------------------------------+-----+----------------+
| **Approved   |                                | # D |                |
| by:**        |                                | ate |                |
+--------------+--------------------------------+-----+----------------+