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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 4/30/2018 9:08 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 3708
Template/Type: Brandon Time
Title/Caption: Adilas Time
Start Date/Time: 4/30/2018 9:00 am
End Date/Time: 4/30/2018 12:30 pm
Main Status: Active

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Notes:

Brainstorming with Russell and Alan about the upcoming training event.

- news and updates, snow owl theme (look and feel and custom links), ecommerce, email, time clocks, other projects

- sub inventory training

- lots of emphasis on what is new and how that works and changes.

- reflexive flex grid, 2nd vendors, review what has happened over the years (maybe even research and setup a time line), future projects

- stay on task

- give industry specific training and maybe schedule things for a different training session or breakout sessions.

- open learning time... specific time to just practice with reps and consultants

- planned and special breakout sessions. So, for example, from 1-3 pm classes taught on this and that in this room and that in this other room, etc.

- as we host cooler and cooler events... we really have to charge and be professional. Make it really cool.

- try to shoot for 4 days. the 3rd day is mostly hands-on training

- 9-10:15, 10:30-12, 12-1, 1-2:30, 2:45-3:45, 4-5 sessions.

- make each day specific to the task at hand

- best practices

- Roxanne - training on financials. Lots of others who may be able to play.

- Having a pizza party with the crew - being able to hang out

- day 1, here is what is new with adilas. Maybe here is what is coming. Make it exciting.

- day 2 and 3, more specific training - POS (point of sale) and CRM (customer relationship management) stuff.

- day 4, hands-on training, one-on-one training, group training, open sessions, and industry specific training

- thinking about skipping the financial side of things for this first training

- we teach in general and then point them to the specific consultants to get industry specific info and advice.

- Get some of the power reps and have them be ready and available to help. Maybe even allow the reps to charge extra for custom time.

- Have someone who is watching for comments online and also taking notes. Someone to help with chat

- We could use one-person Zoom sessions to answer specific questions

- Try to get both Kelly and Molly out here to the training session. It may be $500 to $1,000 per super rep. Let them know that they could extend their stay and charge for individual consulting and other outside meetings. Or we split the fees with them for day 4. Day 4 could also be their thing and let them charge what they want. We could cover their plane tickets.

- Shooting for between 20 - 50 participants.

- Try to keep things industry specific between breaks and on day 4 group sessions.

- Run the payment through ecommerce. Setup online seats and live seats (limit the quantity).

- Run the new classes through the news and updates page.

- Come up with some numbers and budgets

- Document management options - After the session, I was answering some questions about custom forms, custom documents, and custom procedures. I was answering by telling about state manifests, transfer docs, state title work, and even the vacation rental and timeshare company that has a one page form in Adilas and it creates and saves multiple contracts and agreements and records them for clients. We also have gun clubs and such that sign waivers and then assign the signed waivers to the correct client record. Good stuff.

- This wasn't part of the session, but other notes on the training event from post-it notes and my mini notebook. Dated 4/27/18... Black box, presenters choice, Q&A, business topics, meet the developers, participant presentations, demos, industry specific, what is possible with _____ (fill in the blank), and interactive & hands on sessions. Other ideas might be direct video feeds, group games & hands on activities, watch a developer work - say a black box take over or something like that, reports from the field, exploring the database, white labels, dedicated servers, timed challenges, speed and shortcuts, custom wire jobs - show & tell.