Date:
6/26/2025
Type:
In-Person;Work Progress
Subject:
Jordan <> George
Notes:
Reviewed account to date on marketing. Nic responded with some legit criticisms, concerns, and desires for his business. We reviewed everything we are building out, built out, reporting, while I believe we are doing some very impactful things, we need to report better, and hold a stronger meeting with Nic tied back to the plan of action. Will discuss w/ Nic 1-1 today.
Action Items:
Build a formal marketing plan for Shartega. Up to now we were acting as a stop-gap for Opollo, putting out fires related to Opollo, JotForms, and text / RingCentral requirements which have eaten up a ton of time. We have been ensuring SEO wasn't degrading but instead improving, and using the Kaseya out of the can marketing materials per Nic's request. This is different than us building a marketing plan & strategy and moving to execute.
Completed by: George Fassett
