Robert B
8/31/24, 11:39:17 AM EDT
I think we should set up an standardized on boarding process for these types of enquiries, perhaps with at least a minimal bit of customization, company logo, correct template type, a few files to play with, etc. I don't know if it's realistic but I'd love to be trained to be able to roll these out myself, without the need to bother the code maestros!
1 😁
Robert B
8/31/24, 11:48:45 AM EDT
Without seeing the communications with the client, I've researched them a bit and their business is home organization products, for bath, kitchen & bedroom, with several well known brand names. I'm not sure what they're looking for or if the photo template is the best to show them first. I haven't seen a "retail goods" oriented template but that would be great to have.
Robert B
8/31/24, 11:49:47 AM EDT
Christopher and I are meeting at 11 already and I'm very flexible today.
Christopher B
8/31/24, 10:44:17 PM EDT
Dieneke, I was looking at AGBU billing and I see they pay $299/month but I don't actually see any support plan for them. I had thought you told me they had a plan that covers two servers etc.
Christopher B
9/1/24, 12:46:55 AM EDT
Hi Bobby, I deployed the template over to https://kennedyint.emedialibrary.com/finder/find/index.html I also setup a Smart Organizer. We probably just need to still build some relationships, we can do that together.
Robert B
9/1/24, 11:27:10 AM EDT
Great! Should we do that on the marketing call so others can see how it's done?
Dieneke S
9/2/24, 10:28:11 AM EDT
I can;t check, Christopher can you send me the freshbooks code in your email?
Dieneke S
9/2/24, 10:49:47 AM EDT
https://docs.google.com/document/d/1d2--yo0W7WQDbszEiVX7NQi8-jgwRzm6PbfBK6Z2fvU/edit?usp=sharing Here are the meeting notes, actions from our meeting saturday christopher and bobby
Dieneke S
9/2/24, 11:22:02 AM EDT
Christopher B
Dieneke, I was looking at AGBU billing and I see they pay $299/month but I don't actually see any support plan for them. I had thought you told me they had a plan that covers two servers etc.
There are two AGBU clients in freshbooks, one is for hosting 299 and one if for a 6 monthly gold support.
Jessica S
9/2/24, 12:55:45 PM EDT
Ok, progress. When is the "6 month gold support" due and how much is it for? Can you also update one or both of your spreadsheets so this information is easily accessible to the team?