This was our first ever sales conference and Waldo delivered! His preparation and care in understanding our business challenges made his message extremely relevant. He's an outstanding storyteller...funny and authentic.

Linda Hodo, VP of Corp Development — Zurich Insurance

Waldo’s Intelligence Briefing Questionnaire

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The purpose of this report is to assist me in customizing your keynote presentation, and subsequently maximize the lessons learned for those attending your meeting. The specific information from your organization will allow me to gain a deeper understanding of your corporate culture and operations. You may ignore specific questions that do not apply to your organization’s particular business model.


Please be as detailed as possible, and feel free to add any additional information or issues you feel are relevant. In addition to this data, if there is any information that would add value to the presentation (business articles, press releases, newsletters, etc.), then please email, fax, or mail them to me as well. When complete, please e-mail me this filled in document at least 2 weeks prior to our event. If necessary, we will discuss the information via a conference call.

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