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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 2/23/2022 2:50 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 8795
Template/Type: Brandon Time
Title/Caption: Adilas Time
Start Date/Time: 3/29/2022 9:00 am
End Date/Time: 3/29/2022 10:00 am
Main Status: Active

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Notes:

Marisa, Chuck, John, Sean, Steve, Shari O., and I were on the sales meeting. They were talking about their email campaign and making follow-up calls. Steve wants to get a ballpark figure as to how much that email campaign is costing. We would love to get a rough idea on the client acquisition costs for different industries that we serve. Chuck and Marisa were reporting on how they go in and search for contacts, numbers, emails, and build their own lists. Once we do that for a bit, we'd like to try buying a list of contacts and see which one is more effective. Basically, we are stirring the pot and virtually going on a fishing trip. What is out there?

During the meeting, the question was brought up about current sales rep type persons. Checking in on different names, people, and who is doing what. Sean had some good info on some of the folks.

After the sales meeting, Steve was asking John about some of his projects. Trying to help our guys focus where possible. After that, Steve and Sean were talking about a live system deployment where Sean is going to be going onsite to help with the full setup and deployment. The client has pre-paid for 20 hours of training and will be covering all costs to pay for Sean to be onsite for a couple of days including airfare, lodging, etc. That is awesome! We are really trying to recoup our costs with some of our new clients. On average, it costs us about $2,000 to get a new client on and going on the system.

Steve and Sean were going over ideas on text message marketing and some possible marketing options. We are going to be trying to market more and more of our own professional services such as training, setup, data entry, deployment, maintenance, and consulting. We are really excited about that. One of the missing pieces is who is coordinating things and helping to orchestrate the sale and the deployment.

Switching gears to merchant processing, we really want to figure out a standard procedure there and help get our clients setup with great rates and excellent service. We have tons of options, but we really want to focus in and offer a standard package. Part of our missing link right now is info from the merchant processors as to what kind of accounts and services are available.