Date:

2/13/2025

Type:

In-Person;Work Progress

Subject:

Opollo Transition – final review

Notes:

Reviewed one more time with Jordan today. Opollo has been responding – and suspect they will continue to if anything more is missing. We will Monday/Tuesday make sure we are moving forward with the marketing pieces on our side. Right now I just want to make sure we have everything we need.

Monday/Tuesday we need to ensure social media calendar and postings are all working. I know we prioritized this item for first, and Jordan was working on access into those yesterday and programming them into the scheduler. Once that is confirmed connected he simply needs to load the calendar with the items planned for this month already.

After that we will stand up the email campaign. I want to personally review the campaign with Jordan now that this is in our hands vs. Opollos. This will require we have access to the google workspace for the .co email address OR that we stand one up.

Action Items:

Social Media Calendar for Feb published and scheduled

Email campaign for business development reviewed and launched

Completed by: George Fassett