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Color Code: Yellow
Assigned To: Stephen Berkenkotter
Created By: Stephen Berkenkotter
Created Date/Time: 6/14/2021 10:27 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 7906
Template/Type: Brandon Time
Title/Caption: Meeting with Kelly
Start Date/Time: 6/18/2021 1:00 pm
End Date/Time: 6/18/2021 2:15 pm
Main Status: Active

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Uploaded Media/Content & Other Files (1)
Media Name   File Type Date Description
meeting_with_kelly_biz_goals_6_18_21.docx   Doc/Text 6/19/2021 Small list of notes from a meeting between Kelly, Steve, and Brandon. Trying to figure out plans and goals for us, as a company.


Notes:

Meeting with Kelly and Steve to talk about plans and goals. Kelly is trying to help us make some of our own goals and plans. Because we do custom solutions, we tend to be pulled wherever the money and funding is vs building out our own dreams. Kelly was making some small pitches and showing us some trends that she has been watching. She is taking adilas numbers and pulling them into a spreadsheet to show month over month results. Great little tool. I'd love to build that same type of thing into adilas. Good ideas!

Some of the other topics were pricing, amount of effort it takes to chase down payments, overhead, management, as well as A/P's and A/R's (accounts payable and accounts receivable - who we owe and who owes us). We talked about services (consulting, training, oversight, marketing, custom code, design work, etc.) and how valuable those pieces are. The need to be involved with social media and building up the education and training side of adilas.

Currently, the reoccurring monthly fees for using the adilas system are doing great. We always want more, but Kelly was pitching ideas of reoccurring services (called managed services) and seeing if we could get more of that going. Lots of good ideas and what not. Good meeting.