Internal working briefDo not forward - source: St. Elizabeth research MD
Prepared bySales strategy and campus-readiness wedge
Internal only

Win the first conversation by sounding like a school partner, not a cleaning vendor.

SEAS is a Catholic, parish-connected, preschool-through-8th community with 25 years of trust. Amy's opening move should be a small, useful walkthrough centered on stewardship, safety, and front-office relief.

400+Students
25Years of school community
3Sponsoring parish communities
LoriPrimary public contact
01 - Account SnapshotInternal - UFG Sales
Account

St. Elizabeth Ann Seton Catholic School

9539 Racquet Court, Elk Grove. Preschool through eighth grade, Diocese of Sacramento, over 400 students.

Moment

25-year milestone

Founded in 1999 and publicly celebrating a 25-year story. Lead with next-chapter stewardship, not a generic vendor pitch.

Buyer path

Front office first

Lori Brett is the published contact across the site. Do not assume her title; "Mrs. Brett" is safest.

03 - Decision MapInternal - UFG Sales
Primary contact

Mrs. Lori Brett

Published email contact across the site. Keep outreach warm, concise, and respectful of her role as gatekeeper.

Principal

Mrs. Marci Greene

Likely decision influencer. Connect campus readiness to welcome, safety, and school-family trust.

Broader circle

Pastor / Diocese / Parent Club

Three-parish model means credibility and documentation matter. Do not overstep; offer a useful first walk.

04 - Proof StackInternal - UFG Sales

Lead with what makes UFG safe to invite on campus.

1

26+ years, family-owned, Northern California based.

2

Dedicated safety and training compliance manager.

3

Child-safeguarding training for every employee.

4

Documentation readiness: COI, W-9, training records, worker classification, SDS.

5

Single point of contact across janitorial, grounds, maintenance, and facilities management.

05 - Outreach GuardrailsInternal - UFG Sales
Do

Sound useful and respectful.

Reference the 25-year milestone, the school's mission, and the practical value of a written walkthrough summary.

Do not

Over-research or overclaim.

Do not mention NCES, tuition budget details, exact vendor requirements, or inferred titles in the client deck.

Do

Ask for a small step.

Twenty minutes, practical campus notes, no pricing guesswork, useful either way.

Do not

Pressure the decision.

SEAS should feel respected, not cornered. The deck should earn a conversation, not force a buying decision.

07 - Amy VoiceInternal - UFG Sales
"I thought a short walkthrough might be useful before summer planning gets crowded."
Use this energy: warm, specific, low-pressure, immediately practical.
08 - Next StepInternal - UFG Sales

Send the client deck as a reason to talk sooner.

Recommended CTA: ask Mrs. Brett to pick Option A or B as a preferred day, or suggest another day. Amy should follow up with a time and keep the written readiness summary as the useful deliverable, not a pitch meeting.