A-10115

Notes:

Had the monthly stand up with Opollo. I don't like that there is no agenda shared. I don't like there is no KPIs, no reporting reviews, no action items from prior months or prior work, its just a free for all meeting. I will be working with Steven to clean this up.

That said he did discuss they are changing reporting engines. I did mention I wanted the new reporting guy on the call Miles – he and Jordan need to get to know each other – and go through his reporting as well as SemRush reporting that we generate. Steven brought up that they use SemRush as well, and my answer to that is good, then you should be seeing what we are seeing, to ensure SEO and SEM are being consistently addressed.

We discussed promotion a bit. Content marketing vs. promotional marketing. I drove home some of the marketing strategy needs as it relates to internal and external assessment, competitive advantages, and switching costs. That triggered Steven to want to make a whole campaign on Switching. Maybe/Maybe not-i'll hear it out. I think it probably needs to combo competitive advantage, durability, switching, and pain.

I will address this more this month with him.

Gemma made it out like she sent me a bunch of promotion ideas, and I did correct her that she just cleaned up the language of the one I sent her. I want more out of this group as it relates to things that worked well with other MSPs. I feel like they avoid this, which concerns me that they really haven't had the successes you would think they have.

From a bite-sized pieces we addressed that we have caught up prior lagging approvals, and that we are giving them the opportunity to execute now.

I expressed that the lack of ICPs is a problem, Jordan is scheduled for tomorrow. I want to get sample data for these ICPs to ensure we have the right outreach folks, and once we do, we need to maximize the 5200 credits we are paying for monthly to start filling our database with leads.

Drove home ROI ROI ROI. We need qualified leads.

With me being out of town for my trip, I need to hand off some things to Jordan to ensure they get handled in my absence.

Action Items:

-Follow up with Steven on the campaigns

-Follow up with Nic on the promotion

-Hand off to Jordan

Completed by: George Fassett