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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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Meeting with Alan and Steve. We were talking about some new accounts and also helping with the accounting for these accounts (offering other services). The goal is to help fill in the gaps on the accounting side of things. Let them do what they can and then we fill in the gaps. Steve was reporting that a client was saying that they were happy to find us. They didn't know that we existed. Small talks about QuickBooks and how many people use them. The main meeting was between Alan and Steve. I was there, recording notes, chiming in, and doing a little bit of driving (clicking on pages and reports). Here are some of my notes... Instead of being sequential, they are broken down into things that Alan said and things that Steve said. Good meeting.
Notes from Alan: - Shifting our mindset a little bit - What is working and what is not working - Skating to where the puck is going to be vs where the puck is at right now - Being proactive in our approach - Running to the fire vs doing what is needed in the long term - Say a budget of 30 hours - 15 hours working on big projects or using that time to do some prospecting, 5 hours communication stuff (emails, texts, recording time), 5 hours bug fixes, other 5-10 hours maybe using AI to help clean-up the system or refactoring older code - Maybe some new dashboards - AI is amazing when it works - Using AI to help us modernize our interface - Talking about time - not too rigid on timelines - we want to finish things... - everything takes time - we never tend to get to things - Taking about proactive maintenance - He (Alan) sometimes struggles with communication - It is easier to just knock out projects at times, then talk to people and/or get distracted by different things - Code fits into multiple areas - paid, fun, wow factors, etc. - Taking time to work on their own projects (one of his wishes and/or dreams) - basically either continuing education and/or fun projects (what can we do to make it better) - fixing things that bug us (as devs) - making things easier for others - Alan's been working on some refunds (card pointe and clover - merchant processing stuff) - Talking about dreams and what would that look like - Stuck in between what we want and what we have - Fearing the slowly sinking into nothingness (an analogy about adilas - like a ship) - Running in circles - Chasing a ghost (phantom look and feel) - Alan asking about the goal with the investors - Talking about the size of the client that we are chasing... how big of a fish are we looking for? - we may be trying to get too big - who are we? can we handle that size of a fish? - what is our goal and how will we get there? - Alan had some questions on pricing and what does our ideal client look like? how do we find that person/company? - other sales related questions - how do you judge a company, size, needs, etc.? - what about customizing things? good or bad? - we don't have a big huge team - we have been burned with merchant processing and other 3rd party solutions - Talking about adilas and where we are at financially Notes from Steve - once again, not sequential, but just things that I wrote down that he was talking about.
- Learning to adapt - using AI - it is going so fast - we need to be in that race - Talking about databases - yes, they are still really needed (good multi-relational databases) - Steve was showing some of the AI stuff in his demos with some potential clients - that has been going well - We are really bad at estimates (we have had our lunch eaten time and time again) - Talking about client churn and companies falling off of the system - pretty normal - we are actually doing pretty good. - Looking around in the system a bit - Maybe going with $100/hour for development work and $65/hour for setup and oversight - AI has sped up Steve's work - he is learning along the way - guiding it along - taking in small sections at a time - Steve was talking about time budgets and not getting too tight on certain time blocks - Some of Steve's projects are tiny and fulfilling - inch by inch and little dabs - We need some firewood (sales and revenue coming in) - we are low on revenue - Steve thinks that Alan needs a break - maybe getting out there and talking to people about what we have - Sean has been helping with deployment - Cory is doing more client work - Steve loves to figure out the angles (problem solving for clients and what they need) - We have an MVP (minimal viable product) - Finding people who are happy with what we have - Investors tend to look at the reoccurring revenue - we are looking for an angel type investor who sees the vision and value and says, yes, let's push this thing forward - We have gotten it this point without a sales team and without marketing... imagine what we could do if we get that going - Big fish are expecting to be courted (wine and dined) - They, our clients, have to be big enough to afford us - Shooting for $400/month - No big fish and no little fish (super little) - being able to offer our services and they pay for it - Learning to say no - Most companies pay around 3% for merchant processing... say we go less than that - say 2% of monthly revenue - start higher and then go down if you need to - if you are dealing with a big chain, we may have to negotiate with them - Steve talking about numbers... say we have made $10Million from paying clients. If you take number and divide it by our total client count over the years, for us, it is around $12K per client - We should be selling stuff - that is a super high number at around $12K per client - Steve would like to get 5-10 new accounts a month - Offer our other services - activation, deployment, and servicing the account - We have done a lot of stuff for free... we need to change that - Sales - can be broken down into three main things... they are like, trust, and respect - Just tell everyone what you do (from Kiva) - Do they have inventory? Do they need to track stuff? Great! - Nobody does inventory management like we do - QuickBooks is sending people to FishBowl and Shopify - Being outside and out and about - Helping people with their over needs - these are things that they can't get to - their over needs - We could offer lots of other outside or inside services - we are $65/hour for those services - We either do it or we don't do it, go to the next - Stay on the good side of town - On custom code, they, our clients tend to really like to dream and can't really afford it - we have been burned on doing too much custom - we are $100/hour, paid weekly, if yes, ok, let's go - The bigger the lift, the bigger the pain (time and money) - If needed, we could move forward with bigger teams - like a lawyer, we could work off of a retainer - We can get lost in "custom world" or "custom land" - we need to steer clear of major custom - Looking for happy clients - we have a bunch of clients who are not calling us, they are happy - Trying to stay away from black box stuff - building settings or small bridges - Being able to remove columns on reports (fracture or adilas lite stuff) - Simple website stuff (easy hosting) - simple pages and some settings (landing page, contact us, and about us, plus adilas ecommerce) - Trying to be around $1,000 and then a monthly (have to have an adilas account) - Taking things off of their shoulders - they are already spending tons for all of these other services (mashups) - Maybe look at some sport teams - other team sports - Not trying to sell things, just doing some exploring - Talking about sales and/or trimming things down a bit (financially) - We may to stop or curve the development and really focus on sales - Talking about the AI quick search - going beyond normal API endpoints (URL crafting, AI quick search, mini API, etc.) - Steve jumped into the test site and was showing Alan some of the AI agent stuff that we are working on. Overall, a great meeting. Some good takeaways as well. Good stuff! AI Summary: Sales & Strategy Meeting SummaryAttendees: Alan, Steve, Bryan Meeting OverviewThe discussion focused on expanding Adilas’ service offerings, improving operational efficiency, refining sales strategy, and leveraging AI to modernize both processes and the user interface. The team emphasized the need to balance custom work with scalable solutions and to strengthen recurring revenue and client engagement. Key Discussion PointsAlan’s Focus
Steve’s Focus
Action Items
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