A-10479

Notes:

Agenda Nic-1-1

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

a.      Golf Tournament – past Tuesday

                                                                             i.      Tent was in an optimal position – construction forced everyone to the tent.

                                                                          ii.       Met 7-10 dealership owners

                                                                        iii.       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

b.      Inbound Leads

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

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

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

c.      Lease 5 Year LOI

                                                                             i.      Change Management

d.      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

e.      Physical requirements

f.        Marketing –

                                                                             i.      SEO Package-$1250

                                                                          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

2.      Review of Action Items (5-10 minutes): Reference prior commitments to assess progress.

a.      Jordan said he was working on Hubspot reporting

b.       

3.      Core Discussion Topic (15-25 minutes):

·       Goal (3-5 minutes): Clarify the session’s focus

·       Reality (5-7 minutes): Explore the current situation

·       Options (5-7 minutes): Brainstorm solutions

·       Will (3-5 minutes): Commit to action

Action Items:

HR Proposal – being part of that process going foward

List of Action Items under Marketing that need to continue to be driven

SEO/SEM/Performance reporting – license setups

Completed by: George Fassett