A-10487

Notes:

Agenda Nic-1-1

1.      Check-In (5-7 minutes): Briefly set the stage and identify the topic or challenge

a.      Exchange – Zack – Hardware buys – skirting procurement and setup fees and project fees. – Buying new PCs for PC refresh themselves and hiring an intern to install them – bad ideas all around. 83 computers to replace – we have messaging here we need to convey.

                                                                             i.      Minimal help desk work – so does that give them some “profit” center –

                                                                          ii.       They are trying to cut costs after Chris Orth left – now they are very cost conscience

                                                                        iii.       Kick back from management

                                                                        iv.       Charge them for the process

1.      Staging maybe ¼ of the machines as training

2.      Let them fail

3.      Track the failure.

4.      Mark going to try to update quote by end of this week.

b.      Golf Tournament – Review on July 7^th – we did not get to this today.

                                                                             i.      Met 7-10 dealership owners

                                                                          ii.       Gather data on what they are doing for IT

1.      Few had a little interest – liked the mentality – not sure how long our IT guy is going to stick around – reactive IT person – need to make a change

2.      Few took the business card

3.      Followed up today to book a meeting

c.      Inbound Leads

                                                                             i.      Education – IT/Technology Facilitator – meeting booked for next week

1.      Talked to her – she is a 1 man band – at this school – overwhelmed – needs to get a budget approved by the principal- taken back by the range of pricing given to her.

2.      Follow up the week of the 9^th.

                                                                          ii.       25 person company from California – meeting booked for next week

1.      Talked to a developer they tasked IT with – not talking to the owner – tough (not the right decision maker) – budget stand point – get the budget approved. Need decision makers on a meeting with us so we can pitch the right person. This is what I can making a hero deal. Not taken back by the price range.

2.      Follow up the week of 9^th.

3.      Let them know Nic will be out and follow up the week of the 9^th

                                                                        iii.       PulteHomes – vetted it out – should follow up with retained services offering – to do the project

1.      Did not get back to them.

d.      Lease 5 Year LOI

                                                                             i.      Change Management

                                                                          ii.       Talked to Tony to day – he is going to follow up with the LOI non-binding.

e.      HR Proposal

                                                                             i.      HR issues with people coming in from home

                                                                          ii.       I’d like to be a part of those discussions

                                                                        iii.       On-Call process

                                                                        iv.       Physical requirements

                                                                          v.       Signed the agreement with the HR company

                                                                        vi.       Hire this ISR again – they will lead that effort

                                                                      vii.       Give her an @Shartega email address – extension of an actual employee

f.        Marketing –

                                                                             i.      SEO Package-$1250 from the pictures person

                                                                          ii.       Form Issues – Centralize forms once and for all

                                                                        iii.       Still says Apollo at the bottom

                                                                        iv.       Reporting – SEO / Performance – Analytics – Rankings

                                                                          v.       Fix Performance Items once reported – progressive work – no silver bullet

                                                                        vi.       We need to get these reports a little cleaner

1.      Go through all the current initiatives

2.      Show the ads being made

3.      Show the blogs being made

4.      Show the graphics being made

5.      Show the social media posts/calendar

6.      Show CTA Videos per month

7.      Show AD Landing page

8.      ICPs + Email lists captured each month and YTD

9.      SEO Reporting / Performance Reporting

10. Score high organically

11. Easily fill out a form

12. Website Performance – Is WPEngine?

13. CDN? WPEngine?

14. PlugIns

15. Image Compression

16. We need to build a strict Marketing Plan

17. JOT Forms gone – conforming form fill outs

18. Need more traction or major updates for SEO/Organic search

19.  

2.      Nic out next week – back on the 9^th. – Going to Colorado – visit his sister – telluride first then going to fagosa springs (3 hrs south).

Action Items:

In Line

Completed by: George Fassett