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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 9/20/2024 2:48 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 11424
Template/Type: Brandon Time
Title/Caption: Meeting with Alan and Steve
Start Date/Time: 9/24/2024 1:00 pm
End Date/Time: 9/24/2024 2:45 pm
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

Meeting with Steve and Alan. Going over budgets, pay offs, timing, talking about the approach, don't talk about positions, pitch the sale ($150 internal vs $75/hour - using some of our guys directly). Steve was and has been selling pieces of custom code to our clients. He would like help there and have the guys pitch their own services.

We spent some time talking about our identity and who and what we want to be. Taht is coming along. Here are some other general notes from our conversations (multiple topics):

- Help protect our clients...

- Set some caps on how much our developers can charge

- Communication back to the clients - weekly reports and billing

- Billing - weekly

- We can't let our developers rough up our clients

- Helping our guys succeed - plans, billing, communication, oversite, etc.

- Possible kickback - commission to adilas

- It takes so much time to crunch things up - sales or custom code - the reality of what it takes

- Can't keep pushing things over to the balance sheet (code or projects for Kelly) - it costs of too much. We pay the developers and we owe money back to Kelly.

- Consultation document or a checklist type doc

- We are generic on purpose - if you want it custom... you've got to pay to optimize it

- Setting up boundaries and being firm on that

- An add-on cost for custom work - they need to pay for it - they may need to keep paying for it (reoccurring) - maintenance

- Selling what we have

- Our development and sales focus is as a general business tool

- Elevator pitch - web based, SaaS (software as a service), we focus on operations and accounting, we have a base model, and we allow custom

- We want to be generic. We want to cover a number of industries. We want to be a great companion software for any business.

- This is who we are - defining ourselves and what we do

- Plans for our upcoming meeting with the developers - take care of business and setup another meeting where we have some plans all made up.

- The developers may have some ideas on how to make things work

- How can we get some of the cool stuff exposed to the public? Selling what we have. - sales - nobody is pushing it, our tools and features, as a product.

- Alan had the idea of using an outside marketing firm - when ready

- There is a need for marketing, education, etc.

- YouTube influencers - quick, short, and powerful mini messages - short and to the point

- Podcasts - how to run your business, tips, tricks, and best practices

- Piece work - we have tons of stuff - what if someone could harvest that kind of stuff? - YouTube, Facebook blogs, podcasts, etc.

- Alan would like to talk about the future - looking short term, medium term, long term, etc. - talking to Steve, Brandon, Shari o., Wayne, Cory, etc.