A-10257

Notes:

While in office at Shartega:

1) Had a 1-1 with Chris & Nathan – we went through their vCIO process changes they want to implement for 2025. Spent about an hour+ going through this with them.

2) Spent about an hour cleaning out Bretts desk, going through all his documentation, preparing for shred anything that should not be passed along to the internal sales person role we are going to build.

3) Spent about 20 minutes going through the meeting agenda for the all-staff lunch

4) Spent about 30 minutes shoring up with Ricki

5) Worked with Mark and Wanson on weekly project report requests, their content, timing, and requirements for 2025. (Tuesday and Friday night about 7 or 8pm to go out) – I would like it to include current/active projects with quickstatus(or its autotask equivalent – I would also like the same for the sales board).

6) Went through projects and status with Mark. Dan Wolfe at that time still has 77 PCs to deploy, at our current rate of deployment and holidays/etc. it is very possible they will miss finishing the project prior to Jan 27 (the week of the 20th was our goal). I will be working with Mark to try and get them to produce more, we need to really be doing more than 3 per day. I discussed this at length with Mark, Jesse, and Ethan.

7) Went through some of the other projects to include Onboarding of RiFast which is STILL being worked. We also discussed Lucids temporary move.

8) Went through the marketing merch area to see what was left. I found a stack of Starbucks cards (17 I believe) – I have given them to Ricki – he said he might give them as a simple gifts to like the postman, etc. Told Nic about them as well – they should be used for something.

9) Reviewed the Car Wraps with Nic, discussing which design was more striking, wording, use / placement of QR code.

Enjoyed the day with the team, and the evening festivities.

Action Items:

Follow up with Wanson & Mark on automation of the tue/fri reports

Follow up on productivity of Dan Wolfe and pushing to stay on time

Follow up on RiFast slow onboarding completion

Follow up with other general projects that are at hand

Completed by: George Fassett