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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 8/29/2019 9:44 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 4882
Template/Type: Brandon Time
Title/Caption: Meeting with Herbo
Start Date/Time: 9/3/2019 2:00 pm
End Date/Time: 9/3/2019 3:30 pm
Main Status: Active

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Notes:

Steve and I met with three people from Herbo this afternoon. Steve had sent them a spreadsheet with some basic numbers and data (system stats). They wanted some clarification on some of the numbers and what the different data points meant. Good conversation. We even jumped on one of the servers and showed them some quick stats, queries, and data counts. We basically, told them, tell us what data points you want and/or need, and we can get them for you (within reason). I have a different page of notes. The file is called "meeting_with_herbo_9_3_19.txt" in the brandon folder.

In a nutshell, the main thing was getting at raw numbers on a global scale (full or system wide) and then also providing similar numbers on a per corporation dashboard of sorts. Their thinking was that some of the numbers, averages, counts, and totals are and/or could be great marketing tools and pieces. They were talking about special landing pages that helped service and/or answer their clients questions and help to provide the comfort and knowledge needed to help the clients feel good about the tools, product, and direction. Basically using stats to help with customer support and buy in. Steve said that he would help them get some of those numbers and values coming more to the surface. He will be working with them directly.

Some of the other questions were dealing with QuickBooks integration, importing and exporting data, digital story telling, good cause and effect, crazy tax issues, dedicated servers, and limited sites for selling limited POS (point of sale) transactions (visually paired down systems using simple carts, invoices, and merchant processing). Good meeting.