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Tuesday, June 16, 2009 3:48:00 AM
Love your enthusiasm for how you see the trajectory of the pps working here (.02+), though your understanding for how long it takes contracts to get signed doesn't seem to align all that well with how these things typically play out in the real world.
Getting any contract signed within a few days to a week, in my 20 years experience of doing such things at corporate levels - while possible - is the rare exception, not the rule. The rule is it always takes longer than one thinks it's going to take, because of all the variables that come into play at corporate levels. It's almost never just a simple proof read - dot the i's, cross the t's by some in-house attorney kind of thing. Legal review can open up any # of "new" items to review and negotiate - with each item adding possibly days or weeks to the close cycle timeline... depending on how significant the objections are and the schedules of those involved to hammer out the deal. Then, once the thing is finally "approved" in principal, it often has to go through multiple other channels to get executed (signed).
We don't have any insight into the specifics of what's holding up the contract, but the fact that a contract gets held up in a parent-company review says absolutely nothing in terms of the viability of GRDO as a real business, as you seem to intimate.
IMO, the reasons to be optimistic about the business aspects of Guard Dog, Inc. have more to do with the very strong growth trends in the industry, the relative simplicity of the business model, and the relative low start-up costs (overhead, etc.).
Scaling the business seems to be mainly a function of good execution of the marketing aspects - which is the phase GRDO is currently in - as well as quality customer service for cust. retention. Sounds like your exp. w/ cust. service has been excellent, which is good to hear.
Everyone has a right to their "guesses" here so I don't begrudge you yours, though I do question the logic & business acumen behind some of them. I could be wrong. In any case, best of luck to you.
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