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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 5/2/2022 9:32 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 8957
Template/Type: Brandon Time
Title/Caption: Adilas Time
Start Date/Time: 5/16/2022 9:00 am
End Date/Time: 5/16/2022 11:00 am
Main Status: Active

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Notes:

Jumping onto the morning meeting. It was just Steve and I to start out with. Steve had a couple of code questions. We then started talking about reseller documents and contracts for USAePay, NMI, and Trinity Payments - all merchant processing stuff. We are considering being a reseller of online merchant accounts. We have had merchant processing built into our system since 2009, we are just now getting to the point that we may want to enter that market space and become a reseller of those services.

Steve asked about the bulk flex grid tools and customer facing scheduling stuff that I was doing the bike shuttle company. He volunteered to help build out some settings when I'm ready for that. He would love to go after some clients in that neighborhood. We also talked about using ecommerce, message marketing, and other client portal type tools to really connect with an end-user or client. Good stuff. Steve has lots of ideas.

Shari O. joined and we talked about banks, deposits, and bank transfers. After that, Steve and Shari O. were going over servers and where to setup and put new clients. They also went over some quotes and prices. The last thing that went on in the morning meeting was Steve and Sean going over sales and options to help out our reps in the field. They are bringing in contacts and leads, just trying to make sure that we take care of those leads as they come in.

Everybody left and I was waiting for my next meeting. Nobody came, so I did some emails and what not. Going through small to do list stuff to get my week started.