Date:
5/15/2025
Type:
Work Progress
Subject:
Nic 1-1 <> Marketing w/ Jordan
Notes:
Booking 10 appointments as proactive – recommended email reminder day before.
Nic went to CATA – discussed CATA / Panel / Web – need to build CATA tech content – their board is all Dealer Owners.
We need to build some marketing for objections – confidence pieces such as "How much should I be spending on IT"
I believe Chris & I made one of these pieces and Nic and I saw it in the folder when I was in town – likely needs to be tuned up. – another can be Fractional CIO benefits.
Jumped to the Marketing call.
NIC & Jordan reviewed Marketing, action items, schedules, and deliverables. Jordan will document, much of that meeting I was letting the two of them interact with only small or clarification questions.
Action Items:
Get priority on additional confidence/marketing pieces for Nic to sell with.
Jordan will have items from Marketing.
Completed by: George Fassett
