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Main Time Information
Color Code: Red
Assigned To: David Forbis
Created By: David Forbis
Created Date/Time: 4/5/2016 3:24 pm
 
Action Status: Completed
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 1176
Template/Type: Brandon Time
Title/Caption: Quoting
Start Date/Time: 6/14/2016 9:00 am
End Date/Time: 6/14/2016 11:45 am
Main Status: Active

Sorry, no photos available for this element of time.


Uploaded Media/Content & Other Files (1)
Media Name   File Type Date Description
intro_to_adilas.pdf   Doc/PDF 6/14/2016 This is an intro to adilas flyer that was created as a small sales tool. This is a great start - we are looking to create a new one that is more along the welcome letter vs. intro to adilas. Anyways, this is a good starting spot. Pushed up to the server as part of documenting the story and what we are jumping off of to get to the next step.


Notes:
Got into the office and did some light shop clean-up, emails, and general stuff until we got started.

Shannon, Dave, and I got a GoToMeeting session and went over some quotes and action items. We reviewed the past action items, added notes, and updated some of the project details. We then went through some of the new stuff and made some assignments.

We spent quite a bit of time talking about safety nets, standardization, and managing expectations. These expectations are on multiple levels: new customers, users, clients, reps, consultants, developers, project managers, 3rd parties, independents, and admin levels. Lots of different expectations.

We added a few things to element of time # 1489 about intro letters (see attached), a new welcome letter, setting up a culture of training and communication, and laying down general rules and how to play the game. Trying to get the right info into the right hands.

We also talked about Russell's and Chris's Adilas Market and Adilas World projects. We are really close to getting that fully signed off and release to the public. It is currently in beta test mode and is live on data 0 right now. Nobody knows about it, but technically, it is live as we speak.