Caller wants to set up a meeting for a sales person to come to your business so they can look at your financials and compare you to other businesses of your size to see how you can compare. They say they can help you make improvements to your processes and find you ways to save money on taxes. My advice: save your time and money. Operate debt free, do not promise anything you cannot deliver, be honest, on time, and better than your competitors. The lowest price is not always the best value and your customers will be willing to pay a little more to someone they can count on and trust.
Called and asked for the owner. I knew it was a telemarketer trying to sell something. I asked for her name (Christina) and what company she is with (SMS) and what she was calling in regards to. All she would give me is it was a business matter. She was phishing for a name so she could call back. I asked if she would like me to take a message for the owner. She refused to leave a message and said she would just call back.
Got a call from a Terry Perkins from this number (caller ID said it was SMS). He asked for the owner by last name. I said he was unavailable since it sounded like a sales call. He said he was with an engineering firm in Waukesha and needed to talk to the owner about project planning. Very strange since it is a (414) area code and Waukesha is (262).