A-10715

Notes:

Agenda Nic-1-1

Active Items

Mazda Orland Park

MagMile – Meraki License

Ricky & Chris fighting in public – teams or in-person (in-fighting)

Need to foster more team building & trust

Fights happen out of love – respecting that as well

They need to make up – get back to trust

HR gal was pulled in – I was pulled in – both good, but discuss

Nov 14^th – many people out at once – we really need to lock down some rules on this.

Sales & Leads

Inbound Leads

Intentional Outreach (also part of Goals #e)

ICP

Auto Dealerships (who don’t we have – can we attack them more) – ChicagoLand

General Managers

Controllers

COO

CFO

Owners

Manufacturing / Advanced Manufacturing – ChicagoLand

Same titles as above.

Renewable Energy

General Professional Services

Peer Group

Happy to Assimilate anything you send over

Goals

Follow up with leads met with in the last month or so

Follow up / Reach out to Brett Old Leads

Moved into Warm 250

Touched on this again

LinkedIn Process He is creating

Using this class from Kaseya for LinkedIn

Nic is going through this step by step

New Picture and update some of the language on the profile

Create a steady consistent reach out 10-15 per day

No Progress

Joined a sales training called happymsp – this is part of this discovery questioning with lober etc. and linkedin.

Follow up with Contact Science for tracking all calls

To-Do List of things

Lease 5 Year LOI

Change Management

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

Agreed to everything except two things – wanted 3 more months on lease term

Additional Parking Space

Docusign is sent – needs to be reviewed

HR Company Starting Next week

Working on Job Descriptions to update with needed changes related to work from home and other specifics that are missing from our JDs

Physical requirements

Work from Home policy

Id like to review and give my input on this

No progress to this – got Britney access to ADP.

She is coming to office on Friday for the team meeting.

Mike Quit – What now?

New Guy is David.

Marketing –

Wants new quote format that stands out

Wants to update the capabilities pieces

Need to get the advertisement for CATA done

CATA newsletter

LinkedIn Newsletter

Shartega Paid Advertising Plan (need inbound leads)

MSP Sites.com – other advertising company had this – website platform they designed which pops up with chat – 2 stage forms that capture leads to get to quickly

Wants the presentation to be in Canva not Powerpoint – prints better – easy to change up a couple slides.

We need to get these reports a little cleaner

Go through all the current initiatives

Show the ads being made

Show the blogs being made

Show the graphics being made

Show the social media posts/calendar

Show CTA Videos per month

Show AD Landing page

ICPs + Email lists captured each month and YTD

SEO Reporting / Performance Reporting

Score high organically

Easily fill out a form

Website Performance – Is WPEngine?

CDN? WPEngine?

PlugIns

Image Compression

Projects – Update

Notes:

Action Items:

Inline.

Completed by: George Fassett