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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 4/5/2022 2:40 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 8899
Template/Type: Brandon Time
Title/Caption: Budget Meeting
Start Date/Time: 4/7/2022 3:45 pm
End Date/Time: 4/7/2022 6:15 pm
Main Status: Active

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Uploaded Media/Content & Other Files (1)
Media Name   File Type Date Description
ideas_on_the_adilas_trust_3_29_22.docx   Doc/Text 4/9/2022 Gathering more notes on where we are headed and ideas from the different parties. Good stuff and making progress. Newest notes are at the bottom of the document.


Notes:

Budget meeting with Steve, Shari O., Cory, and I. Most of the meeting was done using spreadsheets and Word document that we have been adding to for the ideas and concepts of the multi member LLC that we are trying to get fully setup.

- Steve and I talking about the cost of getting a client on the system. Often, they have huge demands, totally ridiculous. Often, there are even times that they have huge expectations, almost expecting perfectly wrapped, signed, sealed, and delivered products. Steve and I were talking about the expectations and ROI on those clients.

- Levels of activation and setting a price tag accordingly. Setting the expectations and assessing their (our clients) needs. Seeing how deep we need to go and what we are dealing with.

- As is or are we doing extras?

- Steve was reporting on talking with Eric and maybe letting him take a crack at doing sales. Cory has some small development projects for him as well.

- Doing a better assessment of what it will take for them (each new client) to be fully on and up and going. It may be a 5-10K dollar rollout vs a $500 activation.

- Differentiate between training, setup, deployment, customization, consulting, and tech support.

At the end of the meeting, Shari O. and I touched base on ecommerce terms and refund policies. We need to create a general page that covers different privacy policies, refund policies, and other terms and such for ecommerce. We have a client that needs that in place before the merchant processing company will release their merchant account. After that, Cory and I quickly touched base on some other projects that we are working on. I showed her a demo of the copy selected chart of accounts between corporations and we went over the next steps.