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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 5/12/2020 12:28 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 6380
Template/Type: Brandon Time
Title/Caption: Meeting with Shari O.
Start Date/Time: 5/14/2020 10:00 am
End Date/Time: 5/14/2020 11:15 am
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

Shari O., Steve, and I were on the meeting for the first little bit. We had some good conversations about where things are headed and likes and dislikes of some of the options that we have. Shari O. has always been a great helper and a core part of the team. Eventually we (Shari and I) went over some email stuff but the first half of this meeting was some great open conversation about direction, team players, and wishes and dreams on how things get structured. Here are few things that I pulled out of the meeting.

- How big do we want to be? How flexible or rigid do we want to be? What personnel/staffing would help those dynamics? And where do each of us want to fit into that mix? Great questions. We chatted and did some drawing to illustrate certain points and pieces.

- Our current trend is more towards an open model. We just feel more comfortable there.

- Shari O. really wants to get some good customer care and proactive helping of our clients. That has been a big goal of hers for years.

- We also went over email settings, auto forwarding for our clients, and how best to setup custom email addresses to lessen our loads and make our customers more responsive and productive.

Nice meeting with a mix of all kinds of topics. Towards the end, Shannon joined the meeting and was able to chat with Mrs. Shari O. for a bit. That was good.