GMT20260430-180733_Recording
May 08, 2026 22:00
· 42:50
· English
· Whisper Turbo
· 5 스피커
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0:02
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Speaker 1 (GMT20260430-180733_Recording)
All right,
0:03
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Speaker 1 (GMT20260430-180733_Recording)
Maggie, hopefully your internet will be good.
0:05
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Speaker 1 (GMT20260430-180733_Recording)
I'd love to just see kind of like,
0:07
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Speaker 1 (GMT20260430-180733_Recording)
what's the life of Maggie like every
0:11
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Speaker 1 (GMT20260430-180733_Recording)
day?
0:12
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Speaker 2 (GMT20260430-180733_Recording)
I will try to,
0:15
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Speaker 2 (GMT20260430-180733_Recording)
I'll share and you guys just let me know if you can see me or see or
0:19
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Speaker 2 (GMT20260430-180733_Recording)
Laura text
0:23
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Speaker 2 (GMT20260430-180733_Recording)
me if I'm being,
0:24
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Speaker 2 (GMT20260430-180733_Recording)
if it's really,
0:25
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Speaker 1 (GMT20260430-180733_Recording)
really bad here.
0:26
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Speaker 1 (GMT20260430-180733_Recording)
No, so far it looks good.
0:28
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Speaker 1 (GMT20260430-180733_Recording)
Okay.
0:28
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Speaker 2 (GMT20260430-180733_Recording)
So I would say my main responsibilities
0:34
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Speaker 2 (GMT20260430-180733_Recording)
with and keep are setting up
0:38
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Speaker 2 (GMT20260430-180733_Recording)
the membership subscriptions.
0:39
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Speaker 2 (GMT20260430-180733_Recording)
And every time a new member joins,
0:43
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Speaker 2 (GMT20260430-180733_Recording)
I set up a new subscription for them.
0:46
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Speaker 2 (GMT20260430-180733_Recording)
I set up the annual fee that will.
0:51
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Speaker 2 (GMT20260430-180733_Recording)
the subscription that will start like the next July.
0:53
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Speaker 2 (GMT20260430-180733_Recording)
Cause our, our annual fees always start on July one.
0:56
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Speaker 2 (GMT20260430-180733_Recording)
And then if it's a new member,
0:59
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Speaker 2 (GMT20260430-180733_Recording)
so I can have three steps.
1:00
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Speaker 2 (GMT20260430-180733_Recording)
I set up their membership subscription.
1:02
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Speaker 2 (GMT20260430-180733_Recording)
I set up their,
1:03
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Speaker 2 (GMT20260430-180733_Recording)
the annual fee to start on the next July one.
1:06
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Speaker 2 (GMT20260430-180733_Recording)
And then,
1:08
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Speaker 2 (GMT20260430-180733_Recording)
and because if they're joining in the middle of the season,
1:12
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Speaker 2 (GMT20260430-180733_Recording)
we do charge them a rated annual fee.
1:14
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Speaker 2 (GMT20260430-180733_Recording)
So then I, that is like an,
1:16
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Speaker 1 (GMT20260430-180733_Recording)
Mm hmm.
1:16
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Speaker 2 (GMT20260430-180733_Recording)
A one time order.
1:18
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Speaker 2 (GMT20260430-180733_Recording)
So I was just trying to think,
1:20
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Speaker 2 (GMT20260430-180733_Recording)
Laura, I just did one today.
1:21
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Speaker 2 (GMT20260430-180733_Recording)
Who was who was a new member?
1:22
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Speaker 2 (GMT20260430-180733_Recording)
I did today at the foundation level.
1:24
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Speaker 1 (GMT20260430-180733_Recording)
Was it Amanda Roberge?
1:27
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Speaker 2 (GMT20260430-180733_Recording)
This one right here.
1:27
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Speaker 1 (GMT20260430-180733_Recording)
Really?
1:28
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Speaker 2 (GMT20260430-180733_Recording)
Yep.
1:28
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Speaker 2 (GMT20260430-180733_Recording)
It's really.
1:29
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Speaker 1 (GMT20260430-180733_Recording)
Really?
1:30
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Speaker 2 (GMT20260430-180733_Recording)
So like so today I set up a few new members and so
1:35
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Speaker 2 (GMT20260430-180733_Recording)
I would come into their contact record and then I go to orders.
1:39
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Speaker 2 (GMT20260430-180733_Recording)
And then I come down and I set up the membership subscription and then the
1:44
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Speaker 2 (GMT20260430-180733_Recording)
annual fee to start the next July.
1:45
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Speaker 2 (GMT20260430-180733_Recording)
So this one,
1:47
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Speaker 2 (GMT20260430-180733_Recording)
she joined on 428.
1:48
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Speaker 2 (GMT20260430-180733_Recording)
So what I like in Keep,
1:50
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Speaker 2 (GMT20260430-180733_Recording)
and I don't know if I should be doing it,
1:51
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Speaker 2 (GMT20260430-180733_Recording)
but what I like is that I can backdate.
1:53
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Speaker 2 (GMT20260430-180733_Recording)
So Laura did her job on the 28th.
1:56
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Speaker 2 (GMT20260430-180733_Recording)
Well, I didn't get to it until today,
1:57
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Speaker 2 (GMT20260430-180733_Recording)
but I want her membership to,
1:59
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Speaker 2 (GMT20260430-180733_Recording)
she gets the first free month,
2:01
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Speaker 2 (GMT20260430-180733_Recording)
so it doesn't really matter.
2:04
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Speaker 2 (GMT20260430-180733_Recording)
when her billing date was because the first month was free.
2:06
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Speaker 2 (GMT20260430-180733_Recording)
So I went and I did it today,
2:07
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Speaker 2 (GMT20260430-180733_Recording)
but I entered the date as 428 to match what Laura had.
2:12
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Speaker 2 (GMT20260430-180733_Recording)
So then I set up her foundation at the 197 to
2:16
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Speaker 2 (GMT20260430-180733_Recording)
be monthly and then her annual member fee to start on July 1.
2:19
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Speaker 2 (GMT20260430-180733_Recording)
And then I apply then a credit on that subscription.
2:23
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Speaker 2 (GMT20260430-180733_Recording)
Most of our members get their first month free.
2:26
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Speaker 2 (GMT20260430-180733_Recording)
So then I have their...
2:30
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Speaker 2 (GMT20260430-180733_Recording)
which I know you know this,
2:31
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Speaker 2 (GMT20260430-180733_Recording)
but then I go in and I apply the credit and then I always put a note.
2:36
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Speaker 2 (GMT20260430-180733_Recording)
of what,
2:37
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Speaker 2 (GMT20260430-180733_Recording)
um,
2:37
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Speaker 2 (GMT20260430-180733_Recording)
what promo code it is and that it's the new member special and that it's a first month free
2:41
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Speaker 2 (GMT20260430-180733_Recording)
because then at the end of the month,
2:43
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Speaker 2 (GMT20260430-180733_Recording)
when I tie out,
2:44
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Speaker 2 (GMT20260430-180733_Recording)
I always run a credits report just to make sure I have all the credits applied to our deferred
2:48
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Speaker 2 (GMT20260430-180733_Recording)
revenue. Um,
2:49
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Speaker 2 (GMT20260430-180733_Recording)
so,
2:50
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Speaker 2 (GMT20260430-180733_Recording)
so I set up the,
2:51
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Speaker 2 (GMT20260430-180733_Recording)
those, those are the two,
2:53
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Speaker 2 (GMT20260430-180733_Recording)
two things I do under subscription is their monthly fee and then their
2:57
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Speaker 2 (GMT20260430-180733_Recording)
annual fee.
2:58
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Speaker 2 (GMT20260430-180733_Recording)
And then under orders,
2:59
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Speaker 2 (GMT20260430-180733_Recording)
the third step I do this pro rated annual fee.
3:03
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Speaker 2 (GMT20260430-180733_Recording)
where I just do like a one -time payment of the remaining months.
3:07
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Speaker 2 (GMT20260430-180733_Recording)
So that's my three steps when a new member joins.
3:09
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Speaker 1 (GMT20260430-180733_Recording)
Got it.
3:11
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Speaker 2 (GMT20260430-180733_Recording)
I don't believe any of that is difficult
3:15
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Speaker 2 (GMT20260430-180733_Recording)
or a problem.
3:16
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Speaker 1 (GMT20260430-180733_Recording)
Are you sending them like the $0 order form to collect
3:21
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Speaker 1 (GMT20260430-180733_Recording)
their credit card?
3:22
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Speaker 1 (GMT20260430-180733_Recording)
Is that how you get their information in the system,
3:25
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Speaker 2 (GMT20260430-180733_Recording)
Maggie? Laura,
3:29
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Speaker 2 (GMT20260430-180733_Recording)
do you want to comment on that?
3:31
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Speaker 1 (GMT20260430-180733_Recording)
Yeah.
3:31
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Speaker 1 (GMT20260430-180733_Recording)
So we've got a membership application that it's
3:35
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Speaker 1 (GMT20260430-180733_Recording)
a keep application.
3:36
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Speaker 1 (GMT20260430-180733_Recording)
It's a keep form.
3:37
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Speaker 1 (GMT20260430-180733_Recording)
And at the end of the form,
3:39
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Speaker 1 (GMT20260430-180733_Recording)
when they hit submit,
3:40
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Speaker 1 (GMT20260430-180733_Recording)
it takes them to that credit card page.
3:43
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Speaker 1 (GMT20260430-180733_Recording)
Okay.
3:43
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Speaker 1 (GMT20260430-180733_Recording)
And they have to submit their credit card.
3:45
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Speaker 1 (GMT20260430-180733_Recording)
It's a $0 one.
3:47
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Speaker 1 (GMT20260430-180733_Recording)
Once they submit that,
3:49
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Speaker 1 (GMT20260430-180733_Recording)
then the campaign is set up to bring the application
3:53
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Speaker 1 (GMT20260430-180733_Recording)
all the way through.
3:53
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Speaker 1 (GMT20260430-180733_Recording)
So the membership team doesn't even see the application unless they've
3:58
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Speaker 1 (GMT20260430-180733_Recording)
also given the credit card.
4:00
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Speaker 1 (GMT20260430-180733_Recording)
Okay.
4:01
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Speaker 1 (GMT20260430-180733_Recording)
We used to do it the opposite way.
4:02
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Speaker 1 (GMT20260430-180733_Recording)
We used to, we just would grab anybody we could.
4:04
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Speaker 1 (GMT20260430-180733_Recording)
We want, we were trying to grow our memberships.
4:06
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Speaker 1 (GMT20260430-180733_Recording)
We were pulling everybody into membership and we'd worry about credit cards later.
4:10
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Speaker 1 (GMT20260430-180733_Recording)
And we were always trying to hunt them down and get them.
4:12
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Speaker 1 (GMT20260430-180733_Recording)
And they were going to call her this.
4:13
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Speaker 1 (GMT20260430-180733_Recording)
And this was one of the beauties of Sixth Division getting this set up in
4:17
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Speaker 1 (GMT20260430-180733_Recording)
a way that we don't even consider them for membership unless they've also supplied
4:22
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Speaker 1 (GMT20260430-180733_Recording)
a credit card.
4:23
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Speaker 1 (GMT20260430-180733_Recording)
And quick question in that process.
4:25
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Speaker 1 (GMT20260430-180733_Recording)
Is there anything...
4:28
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Speaker 1 (GMT20260430-180733_Recording)
that is charged immediately,
4:31
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Speaker 1 (GMT20260430-180733_Recording)
that is consistent every time when somebody
4:35
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Speaker 1 (GMT20260430-180733_Recording)
becomes a member.
4:38
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Speaker 1 (GMT20260430-180733_Recording)
No.
4:38
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Speaker 1 (GMT20260430-180733_Recording)
And the one problem,
4:39
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Speaker 1 (GMT20260430-180733_Recording)
the reason we do it this way as opposed to where they just automatically sign
4:44
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Speaker 1 (GMT20260430-180733_Recording)
up for a subscription is we have to approve them.
4:47
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Speaker 1 (GMT20260430-180733_Recording)
Okay.
4:48
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Speaker 1 (GMT20260430-180733_Recording)
So if there was some way where like these subscriptions were set up
4:52
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Speaker 1 (GMT20260430-180733_Recording)
automatically.
4:53
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Speaker 2 (GMT20260430-180733_Recording)
Right.
4:54
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Speaker 1 (GMT20260430-180733_Recording)
That's what I'm trying to think about.
4:55
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Speaker 1 (GMT20260430-180733_Recording)
But so there's factors in it because we're a very relational
4:59
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Speaker 1 (GMT20260430-180733_Recording)
company.
5:00
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Speaker 3 (GMT20260430-180733_Recording)
So we have our sales team doing offers
5:04
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Speaker 3 (GMT20260430-180733_Recording)
like Maggie shows you.
5:05
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Speaker 3 (GMT20260430-180733_Recording)
Most often they're coming in with the first month free as part of an offer.
5:11
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Speaker 3 (GMT20260430-180733_Recording)
Or it's they fill out the application,
5:13
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Speaker 3 (GMT20260430-180733_Recording)
they give a credit card,
5:14
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Speaker 3 (GMT20260430-180733_Recording)
then the membership team is notified that there's an application
5:18
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Speaker 3 (GMT20260430-180733_Recording)
and then we vet them.
5:19
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Speaker 3 (GMT20260430-180733_Recording)
And then we decide if they're approved or not.
5:22
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Speaker 3 (GMT20260430-180733_Recording)
And if they're approved,
5:23
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Speaker 3 (GMT20260430-180733_Recording)
then Maggie's notified,
5:24
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Speaker 1 (GMT20260430-180733_Recording)
well,
5:25
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Speaker 3 (GMT20260430-180733_Recording)
everybody that's involved.
5:26
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Speaker 3 (GMT20260430-180733_Recording)
You know, I set them up within our CRM.
5:30
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Speaker 3 (GMT20260430-180733_Recording)
Maggie's notified to set up the billing.
5:32
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Speaker 3 (GMT20260430-180733_Recording)
And then another person on our membership team starts
5:36
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Speaker 3 (GMT20260430-180733_Recording)
onboarding with them and that kind of stuff.
5:37
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Speaker 3 (GMT20260430-180733_Recording)
So we needed a pause.
5:39
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Speaker 1 (GMT20260430-180733_Recording)
That makes sense.
5:40
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Speaker 1 (GMT20260430-180733_Recording)
That makes sense.
5:41
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Speaker 1 (GMT20260430-180733_Recording)
How are people notified or what's the process when somebody
5:45
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Speaker 1 (GMT20260430-180733_Recording)
is onboarded?
5:46
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Speaker 1 (GMT20260430-180733_Recording)
Like, is this manual,
5:48
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Speaker 1 (GMT20260430-180733_Recording)
Laura, where you're saying,
5:50
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Speaker 1 (GMT20260430-180733_Recording)
okay, Maggie,
5:51
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Speaker 1 (GMT20260430-180733_Recording)
like,
5:52
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Speaker 1 (GMT20260430-180733_Recording)
are you emailing or what's kind of like,
5:54
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Speaker 1 (GMT20260430-180733_Recording)
what does that look like in that cycle of onboarding?
5:57
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Speaker 3 (GMT20260430-180733_Recording)
We kind of do it both ways.
5:59
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Speaker 3 (GMT20260430-180733_Recording)
Maggie is sent an email.
6:01
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Speaker 3 (GMT20260430-180733_Recording)
I think she's given a task and an email because at the beginning when this was set up,
6:05
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Speaker 3 (GMT20260430-180733_Recording)
we're like, just blast everybody,
6:07
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Speaker 3 (GMT20260430-180733_Recording)
everything.
6:07
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Speaker 3 (GMT20260430-180733_Recording)
But yes,
6:09
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Speaker 3 (GMT20260430-180733_Recording)
our system is instead.
6:11
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Speaker 3 (GMT20260430-180733_Recording)
I don't even think Maggie's looking at that.
6:13
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Speaker 3 (GMT20260430-180733_Recording)
She's waiting for me to say,
6:14
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Speaker 3 (GMT20260430-180733_Recording)
OK, you've got everything within the CRM.
6:17
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Speaker 3 (GMT20260430-180733_Recording)
Go ahead and set up their billing.
6:19
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Speaker 1 (GMT20260430-180733_Recording)
Got it.
6:20
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Speaker 1 (GMT20260430-180733_Recording)
OK,
6:21
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Speaker 1 (GMT20260430-180733_Recording)
great.
6:21
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Speaker 1 (GMT20260430-180733_Recording)
OK, thank you.
6:23
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Speaker 1 (GMT20260430-180733_Recording)
Just kind of writing down some ideas as we go here.
6:26
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Speaker 2 (GMT20260430-180733_Recording)
Yes, and we would love to automate that subscription process
6:31
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Speaker 2 (GMT20260430-180733_Recording)
if they pay monthly.
6:32
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Speaker 2 (GMT20260430-180733_Recording)
That would be a dream.
6:35
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Speaker 2 (GMT20260430-180733_Recording)
But then I would still have to follow up,
6:37
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Speaker 2 (GMT20260430-180733_Recording)
I believe, and manually put in the annual membership
6:41
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Speaker 2 (GMT20260430-180733_Recording)
subscription.
6:42
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Speaker 1 (GMT20260430-180733_Recording)
Yeah,
6:43
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Speaker 2 (GMT20260430-180733_Recording)
the pro -rated one and then the annual one to start the next July
6:47
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Speaker 2 (GMT20260430-180733_Recording)
1, unless,
6:48
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Speaker 2 (GMT20260430-180733_Recording)
Laura, unless we switch our season.
6:52
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Speaker 2 (GMT20260430-180733_Recording)
And then there are about,
6:54
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Speaker 2 (GMT20260430-180733_Recording)
I don't know,
6:54
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Speaker 2 (GMT20260430-180733_Recording)
50 or 60 members that do pay their year in full.
6:57
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Speaker 1 (GMT20260430-180733_Recording)
Oh,
6:58
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Speaker 2 (GMT20260430-180733_Recording)
yeah. So that is an option when people join membership to pay the year in full with
7:04
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Speaker 2 (GMT20260430-180733_Recording)
a discount.
7:04
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Speaker 1 (GMT20260430-180733_Recording)
Is that a subscription for a year as well?
7:08
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Speaker 1 (GMT20260430-180733_Recording)
Yeah.
7:10
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Speaker 3 (GMT20260430-180733_Recording)
Is it a subscription you use for the year in full?
7:14
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Speaker 1 (GMT20260430-180733_Recording)
Or are you just doing an order?
7:15
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Speaker 1 (GMT20260430-180733_Recording)
Like, does that automatically charge them every year?
7:18
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Speaker 1 (GMT20260430-180733_Recording)
Is it a subscription for the yearly as well?
7:20
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Speaker 1 (GMT20260430-180733_Recording)
Yes,
7:21
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Speaker 2 (GMT20260430-180733_Recording)
it's a recurring subscription.
7:23
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Speaker 1 (GMT20260430-180733_Recording)
And so are you just applying the,
7:26
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Speaker 1 (GMT20260430-180733_Recording)
how are you doing that then if the second,
7:28
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Speaker 1 (GMT20260430-180733_Recording)
are you going in and changing the manually what the price is for the
7:32
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Speaker 1 (GMT20260430-180733_Recording)
year two, or do they get a discount every year they renew in full?
7:35
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Speaker 2 (GMT20260430-180733_Recording)
Members get
7:39
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Speaker 2 (GMT20260430-180733_Recording)
a 5 % discount if they pay in full.
7:41
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Speaker 1 (GMT20260430-180733_Recording)
Regardless, if they're at year two,
7:42
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Speaker 1 (GMT20260430-180733_Recording)
three, they always get that.
7:44
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Speaker 1 (GMT20260430-180733_Recording)
Okay, great.
7:45
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Speaker 1 (GMT20260430-180733_Recording)
Thank you for clarifying.
7:46
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Speaker 1 (GMT20260430-180733_Recording)
Okay.
7:46
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Speaker 3 (GMT20260430-180733_Recording)
I don't think on the application they're told
7:51
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Speaker 1 (GMT20260430-180733_Recording)
that though.
7:51
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Speaker 3 (GMT20260430-180733_Recording)
Do you think that they're told that initially,
7:54
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Speaker 3 (GMT20260430-180733_Recording)
that that's an option?
7:56
S…
Speaker 2 (GMT20260430-180733_Recording)
I don't know.
7:56
S…
Speaker 2 (GMT20260430-180733_Recording)
I just know that the people that have been paying the year in full,
8:00
S…
Speaker 2 (GMT20260430-180733_Recording)
it's on auto renew.
8:02
S…
Speaker 2 (GMT20260430-180733_Recording)
So every year they're just billed the year in full unless they notify me that they want to switch
8:06
S…
Speaker 1 (GMT20260430-180733_Recording)
to monthly.
8:07
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah,
8:08
S…
Speaker 3 (GMT20260430-180733_Recording)
I don't think it's something we actually openly offer,
8:11
S…
Speaker 3 (GMT20260430-180733_Recording)
which maybe we should.
8:12
S…
Speaker 1 (GMT20260430-180733_Recording)
No,
8:13
S…
Speaker 2 (GMT20260430-180733_Recording)
you mean to pay the year in full?
8:15
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah.
8:16
S…
Speaker 1 (GMT20260430-180733_Recording)
No.
8:16
S…
Speaker 2 (GMT20260430-180733_Recording)
Now that we do accrual accounting,
8:18
S…
Speaker 2 (GMT20260430-180733_Recording)
now that we're switched,
8:20
S…
Speaker 2 (GMT20260430-180733_Recording)
Jeff does not want people to pay the year in full.
8:22
S…
Speaker 2 (GMT20260430-180733_Recording)
So we do not advertise that anymore.
8:24
S…
Speaker 2 (GMT20260430-180733_Recording)
Misty wanted the cash.
8:25
S…
Speaker 2 (GMT20260430-180733_Recording)
Jeff does not.
8:26
S…
Speaker 2 (GMT20260430-180733_Recording)
Jeff wanted the recurring subscription revenue.
8:29
S…
Speaker 1 (GMT20260430-180733_Recording)
Okay.
8:30
S…
Speaker 3 (GMT20260430-180733_Recording)
So yeah, that's not as big of a deal then.
8:32
S…
Speaker 3 (GMT20260430-180733_Recording)
In other words,
8:32
S…
Speaker 3 (GMT20260430-180733_Recording)
there are people who have been doing it.
8:34
S…
Speaker 3 (GMT20260430-180733_Recording)
And so we haven't taken away from them,
8:36
S…
Speaker 3 (GMT20260430-180733_Recording)
but it's not something that we need to offer.
8:38
S…
Speaker 1 (GMT20260430-180733_Recording)
That we're promoting and doing.
8:39
S…
Speaker 1 (GMT20260430-180733_Recording)
Okay.
8:40
S…
Speaker 3 (GMT20260430-180733_Recording)
I don't think there are any new members coming in.
8:43
S…
Speaker 3 (GMT20260430-180733_Recording)
I don't think they even know about it.
8:44
S…
Speaker 3 (GMT20260430-180733_Recording)
Unless they hear about it.
8:46
S…
Speaker 1 (GMT20260430-180733_Recording)
Correct.
8:46
S…
Speaker 1 (GMT20260430-180733_Recording)
Good.
8:47
S…
Speaker 1 (GMT20260430-180733_Recording)
Good point.
8:48
S…
Speaker 1 (GMT20260430-180733_Recording)
Yes.
8:49
S…
Speaker 1 (GMT20260430-180733_Recording)
Great.
8:50
S…
Speaker 1 (GMT20260430-180733_Recording)
Okay.
8:50
S…
Speaker 1 (GMT20260430-180733_Recording)
Thank you.
8:51
S…
Speaker 2 (GMT20260430-180733_Recording)
Um, and I don't,
8:53
S…
Speaker 2 (GMT20260430-180733_Recording)
so I mean that it's really simple for me to set up a
8:57
S…
Speaker 1 (GMT20260430-180733_Recording)
new member.
8:58
S…
Speaker 2 (GMT20260430-180733_Recording)
It takes me less than a minute.
9:00
S…
Speaker 2 (GMT20260430-180733_Recording)
I do those three steps.
9:01
S…
Speaker 1 (GMT20260430-180733_Recording)
Um,
9:03
S…
Speaker 2 (GMT20260430-180733_Recording)
so I don't,
9:06
S…
Speaker 2 (GMT20260430-180733_Recording)
I mean, I don't,
9:07
S…
Speaker 2 (GMT20260430-180733_Recording)
I don't see any issues here except for just.
9:10
S…
Speaker 2 (GMT20260430-180733_Recording)
If we ever were to grow membership and have a lot of people come in,
9:14
S…
Speaker 2 (GMT20260430-180733_Recording)
it would be so nice for them to be just on a subscription and just to be.
9:18
S…
Speaker 2 (GMT20260430-180733_Recording)
But since we vet,
9:19
S…
Speaker 2 (GMT20260430-180733_Recording)
I just don't know if that's ever going to be an option.
9:20
S…
Speaker 2 (GMT20260430-180733_Recording)
But but that's my but that's my process for like for a new member joining.
9:24
S…
Speaker 1 (GMT20260430-180733_Recording)
And are you adding any tags at the time to Maggie?
9:29
S…
Speaker 1 (GMT20260430-180733_Recording)
Like, do you add any tags?
9:30
S…
Speaker 2 (GMT20260430-180733_Recording)
I do not.
9:30
S…
Speaker 3 (GMT20260430-180733_Recording)
There's tags part
9:35
S…
Speaker 3 (GMT20260430-180733_Recording)
of their application.
9:36
S…
Speaker 1 (GMT20260430-180733_Recording)
You're doing that,
9:37
S…
Speaker 1 (GMT20260430-180733_Recording)
Laura.
9:37
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah.
9:39
S…
Speaker 3 (GMT20260430-180733_Recording)
Yeah, nothing billing.
9:40
S…
Speaker 3 (GMT20260430-180733_Recording)
There are some tags that are set up already,
9:43
S…
Speaker 3 (GMT20260430-180733_Recording)
but it's not probably in the way you're thinking.
9:46
S…
Speaker 1 (GMT20260430-180733_Recording)
We don't have anything that's saying like monthly or yearly,
9:49
S…
Speaker 1 (GMT20260430-180733_Recording)
nothing that's identifying.
9:50
S…
Speaker 1 (GMT20260430-180733_Recording)
Okay.
9:51
S…
Speaker 3 (GMT20260430-180733_Recording)
It's just the subscriptions.
9:54
S…
Speaker 3 (GMT20260430-180733_Recording)
So they're considering taking us
9:58
S…
Speaker 3 (GMT20260430-180733_Recording)
off of a July 1.
10:01
S…
Speaker 1 (GMT20260430-180733_Recording)
year.
10:01
S…
Speaker 2 (GMT20260430-180733_Recording)
They're thinking about just having a no end or start to a
10:06
S…
Speaker 2 (GMT20260430-180733_Recording)
season with us.
10:07
S…
Speaker 2 (GMT20260430-180733_Recording)
But the way we've been doing it and the way we do it currently
10:11
S…
Speaker 2 (GMT20260430-180733_Recording)
is when we come to the end of the season,
10:12
S…
Speaker 2 (GMT20260430-180733_Recording)
Maggie will pull a list of all the subscriptions and we just go through
10:17
S…
Speaker 2 (GMT20260430-180733_Recording)
them and make sure things are the way they are.
10:19
S…
Speaker 2 (GMT20260430-180733_Recording)
She does a regular AR report.
10:24
S…
Speaker 2 (GMT20260430-180733_Recording)
We can pull a subscription list and see who's all there.
10:27
S…
Speaker 2 (GMT20260430-180733_Recording)
And then we cross check it against,
10:28
S…
Speaker 5 (GMT20260430-180733_Recording)
you know,
10:29
S…
Speaker 2 (GMT20260430-180733_Recording)
what she's got on the billing side and what I have on my CRM side of things.
10:32
S…
Speaker 1 (GMT20260430-180733_Recording)
Yep.
10:33
S…
Speaker 1 (GMT20260430-180733_Recording)
Okay.
10:33
S…
Speaker 1 (GMT20260430-180733_Recording)
Okay,
10:34
S…
Speaker 1 (GMT20260430-180733_Recording)
great.
10:35
S…
Speaker 1 (GMT20260430-180733_Recording)
Thank you.
10:36
S…
Speaker 3 (GMT20260430-180733_Recording)
Okay, I'll let you keep going.
10:37
S…
Speaker 4 (GMT20260430-180733_Recording)
I am so sorry,
10:41
S…
Speaker 4 (GMT20260430-180733_Recording)
you guys, that I'm unstable here.
10:42
S…
Speaker 4 (GMT20260430-180733_Recording)
I don't know what's going on with my internet.
10:44
S…
Speaker 1 (GMT20260430-180733_Recording)
No worries.
10:46
S…
Speaker 1 (GMT20260430-180733_Recording)
So Laura,
10:47
S…
Speaker 4 (GMT20260430-180733_Recording)
just tap me if I'm really bad.
10:56
S…
Speaker 1 (GMT20260430-180733_Recording)
Through,
10:57
S…
Speaker 4 (GMT20260430-180733_Recording)
through manual payments for
11:02
S…
Speaker 4 (GMT20260430-180733_Recording)
all the different like coaching services that we
11:06
S…
Speaker 1 (GMT20260430-180733_Recording)
offer.
11:06
S…
Speaker 4 (GMT20260430-180733_Recording)
If somebody does,
11:07
S…
Speaker 4 (GMT20260430-180733_Recording)
hires a coach or we need to bill anyone for graphics,
11:11
S…
Speaker 4 (GMT20260430-180733_Recording)
for team coaching,
11:13
S…
Speaker 4 (GMT20260430-180733_Recording)
for like a certification,
11:16
S…
Speaker 4 (GMT20260430-180733_Recording)
if somebody needs a special deal or a special payment plan,
11:19
S…
Speaker 4 (GMT20260430-180733_Recording)
any kind of one -offs or.
11:24
S…
Speaker 4 (GMT20260430-180733_Recording)
I can't think of all the examples,
11:25
S…
Speaker 4 (GMT20260430-180733_Recording)
but I use this quite often where I'll add an order and then process
11:30
S…
Speaker 4 (GMT20260430-180733_Recording)
that those one time payments.
11:32
S…
Speaker 4 (GMT20260430-180733_Recording)
So that seems to work great.
11:33
S…
Speaker 1 (GMT20260430-180733_Recording)
Yep.
11:33
S…
Speaker 4 (GMT20260430-180733_Recording)
That's good.
11:34
S…
Speaker 1 (GMT20260430-180733_Recording)
Refund.
11:36
S…
Speaker 1 (GMT20260430-180733_Recording)
Yep.
11:36
S…
Speaker 1 (GMT20260430-180733_Recording)
And refunds,
11:37
S…
Speaker 4 (GMT20260430-180733_Recording)
refunds and voids.
11:39
S…
Speaker 4 (GMT20260430-180733_Recording)
I do that quite often.
11:41
S…
Speaker 4 (GMT20260430-180733_Recording)
Laura can speak to maybe on another call that there is maybe
11:45
S…
Speaker 4 (GMT20260430-180733_Recording)
a little bit of some issues with our reporting as far as like when I
11:49
S…
Speaker 4 (GMT20260430-180733_Recording)
use adjustments and credits.
11:51
S…
Speaker 4 (GMT20260430-180733_Recording)
And how it comes through on the reports and the widgets that Laura uses on the dashboard.
11:55
S…
Speaker 4 (GMT20260430-180733_Recording)
That's probably a separate topic,
11:56
S…
Speaker 2 (GMT20260430-180733_Recording)
Laura. But just to interject for there,
12:00
S…
Speaker 2 (GMT20260430-180733_Recording)
we have,
12:01
S…
Speaker 2 (GMT20260430-180733_Recording)
so Maggie's doing the billing.
12:02
S…
Speaker 2 (GMT20260430-180733_Recording)
I'm setting up widgets for reporting.
12:05
S…
Speaker 2 (GMT20260430-180733_Recording)
And then our sales team is using them to report their sales.
12:08
S…
Speaker 2 (GMT20260430-180733_Recording)
So we've got,
12:09
S…
Speaker 5 (GMT20260430-180733_Recording)
you know,
12:11
S…
Speaker 2 (GMT20260430-180733_Recording)
when you meet with Randy next,
12:12
S…
Speaker 2 (GMT20260430-180733_Recording)
she's trying to report what her sales are.
12:14
S…
Speaker 2 (GMT20260430-180733_Recording)
And if you're looking at the widget.
12:16
S…
Speaker 2 (GMT20260430-180733_Recording)
It doesn't often include the credits.
12:18
S…
Speaker 2 (GMT20260430-180733_Recording)
So we were setting up a way so she could say,
12:21
S…
Speaker 2 (GMT20260430-180733_Recording)
here's the sales,
12:22
S…
Speaker 2 (GMT20260430-180733_Recording)
here's the credits.
12:23
S…
Speaker 2 (GMT20260430-180733_Recording)
And then we realized it wasn't reporting the way it used to.
12:26
S…
Speaker 2 (GMT20260430-180733_Recording)
Something's changed in that.
12:28
S…
Speaker 2 (GMT20260430-180733_Recording)
And so that's one thing on my list to talk with you about,
12:32
S…
Speaker 2 (GMT20260430-180733_Recording)
too, is how we can make an easy way for the sales team to be able to
12:36
S…
Speaker 2 (GMT20260430-180733_Recording)
report accurate dollars
12:40
S…
Speaker 2 (GMT20260430-180733_Recording)
in their systems of reporting sales.
12:45
S…
Speaker 1 (GMT20260430-180733_Recording)
Great.
12:46
S…
Speaker 2 (GMT20260430-180733_Recording)
So that's another,
12:47
S…
Speaker 2 (GMT20260430-180733_Recording)
yeah, that's another,
12:48
S…
Speaker 2 (GMT20260430-180733_Recording)
that's a pain point for sure.
12:49
S…
Speaker 1 (GMT20260430-180733_Recording)
Okay.
12:50
S…
Speaker 1 (GMT20260430-180733_Recording)
And then Maggie,
12:51
S…
Speaker 2 (GMT20260430-180733_Recording)
I was going to say too,
12:52
S…
Speaker 2 (GMT20260430-180733_Recording)
when you were talking about one -offs,
12:54
S…
Speaker 2 (GMT20260430-180733_Recording)
we should identify which one -offs are recurring one -offs.
12:58
S…
Speaker 5 (GMT20260430-180733_Recording)
You know,
12:59
S…
Speaker 2 (GMT20260430-180733_Recording)
some are just one -offs.
13:01
S…
Speaker 2 (GMT20260430-180733_Recording)
Okay, fine.
13:01
S…
Speaker 2 (GMT20260430-180733_Recording)
You have to do those.
13:02
S…
Speaker 2 (GMT20260430-180733_Recording)
But if there's some that are recurring enough,
13:04
S…
Speaker 2 (GMT20260430-180733_Recording)
if we could get a way,
13:06
S…
Speaker 2 (GMT20260430-180733_Recording)
a something set up,
13:08
S…
Speaker 2 (GMT20260430-180733_Recording)
like if it's a graphic,
13:09
S…
Speaker 2 (GMT20260430-180733_Recording)
we offer graphic services.
13:12
S…
Speaker 2 (GMT20260430-180733_Recording)
Somebody else is tracking who's using them and what payments need to be billed to
13:16
S…
Speaker 2 (GMT20260430-180733_Recording)
a specific contact.
13:17
S…
Speaker 2 (GMT20260430-180733_Recording)
I don't know if there'd be a different way where maybe you could just jump in,
13:21
S…
Speaker 2 (GMT20260430-180733_Recording)
put the amount in and be out or somebody else could do it as
13:25
S…
Speaker 2 (GMT20260430-180733_Recording)
opposed to each time going in,
13:27
S…
Speaker 2 (GMT20260430-180733_Recording)
finding the right contact,
13:28
S…
Speaker 2 (GMT20260430-180733_Recording)
finding an order,
13:29
S…
Speaker 2 (GMT20260430-180733_Recording)
writing this,
13:30
S…
Speaker 2 (GMT20260430-180733_Recording)
writing that,
13:31
S…
Speaker 5 (GMT20260430-180733_Recording)
you know,
13:31
S…
Speaker 2 (GMT20260430-180733_Recording)
cutting down on some of those steps would be amazing.
13:36
S…
Speaker 4 (GMT20260430-180733_Recording)
Um, can you guys hear me?
13:38
S…
Speaker 1 (GMT20260430-180733_Recording)
Yes.
13:38
S…
Speaker 4 (GMT20260430-180733_Recording)
I just had a notification on my computer.
13:41
S…
Speaker 4 (GMT20260430-180733_Recording)
It said low network bandwidth.
13:43
S…
Speaker 4 (GMT20260430-180733_Recording)
I don't know what that means.
13:44
S…
Speaker 4 (GMT20260430-180733_Recording)
And I've never seen that before.
13:45
S…
Speaker 4 (GMT20260430-180733_Recording)
So of course that's happening right now.
13:47
S…
Speaker 4 (GMT20260430-180733_Recording)
If that has anything to do with this,
13:49
S…
Speaker 1 (GMT20260430-180733_Recording)
I don't know.
13:50
S…
Speaker 1 (GMT20260430-180733_Recording)
But,
13:51
S…
Speaker 1 (GMT20260430-180733_Recording)
um, well,
13:52
S…
Speaker 3 (GMT20260430-180733_Recording)
one thing question,
13:53
S…
Speaker 3 (GMT20260430-180733_Recording)
how many,
13:54
S…
Speaker 3 (GMT20260430-180733_Recording)
so this is a whole nother conversation,
13:56
S…
Speaker 1 (GMT20260430-180733_Recording)
um,
13:57
S…
Speaker 3 (GMT20260430-180733_Recording)
Laura, but.
13:59
S…
Speaker 3 (GMT20260430-180733_Recording)
I had to laugh when I logged into your app.
14:02
S…
Speaker 3 (GMT20260430-180733_Recording)
There are so many widgets.
14:04
S…
Speaker 3 (GMT20260430-180733_Recording)
Has anybody ever told you that's way too many?
14:07
S…
Speaker 2 (GMT20260430-180733_Recording)
Well, my app has all of them.
14:09
S…
Speaker 2 (GMT20260430-180733_Recording)
So that's why you're logging in.
14:11
S…
Speaker 2 (GMT20260430-180733_Recording)
In a way, I was like,
14:12
S…
Speaker 2 (GMT20260430-180733_Recording)
well, it probably is good for you so you could see everything.
14:15
S…
Speaker 3 (GMT20260430-180733_Recording)
So not everybody has all these,
14:17
S…
Speaker 3 (GMT20260430-180733_Recording)
right? Because that will definitely slow.
14:19
S…
Speaker 3 (GMT20260430-180733_Recording)
Like you shouldn't have like eight is ideal.
14:21
S…
Speaker 3 (GMT20260430-180733_Recording)
And 15 is like the max.
14:24
S…
Speaker 3 (GMT20260430-180733_Recording)
Because what happens is it is.
14:26
S…
Speaker 3 (GMT20260430-180733_Recording)
So I was wondering for you,
14:28
S…
Speaker 3 (GMT20260430-180733_Recording)
Maggie, because.
14:29
S…
Speaker 3 (GMT20260430-180733_Recording)
It is a huge resource because what's happening is every single one
14:33
S…
Speaker 3 (GMT20260430-180733_Recording)
of those widgets is having to fire out and go get this data.
14:36
S…
Speaker 3 (GMT20260430-180733_Recording)
And so it is going to,
14:39
S…
Speaker 3 (GMT20260430-180733_Recording)
I mean, I don't,
14:40
S…
Speaker 3 (GMT20260430-180733_Recording)
you have to see slowness,
14:41
S…
Speaker 3 (GMT20260430-180733_Recording)
Laura, when you're trying to do anything and you have this widget page.
14:45
S…
Speaker 3 (GMT20260430-180733_Recording)
I mean, it's taking probably all of the resources that you have.
14:48
S…
Speaker 2 (GMT20260430-180733_Recording)
Most of mine stay like this view.
14:51
S…
Speaker 3 (GMT20260430-180733_Recording)
Without,
14:51
S…
Speaker 3 (GMT20260430-180733_Recording)
yeah, because it's just too much.
14:53
S…
Speaker 2 (GMT20260430-180733_Recording)
Yeah, I don't open most of them.
14:55
S…
Speaker 2 (GMT20260430-180733_Recording)
So yeah,
14:56
S…
Speaker 1 (GMT20260430-180733_Recording)
you're right.
14:56
S…
Speaker 2 (GMT20260430-180733_Recording)
Mine has.
14:58
S…
Speaker 2 (GMT20260430-180733_Recording)
This is everything wild.
15:00
S…
Speaker 1 (GMT20260430-180733_Recording)
But Megan and yours,
15:01
S…
Speaker 1 (GMT20260430-180733_Recording)
you have a third of what I have.
15:03
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah, I would be one.
15:05
S…
Speaker 1 (GMT20260430-180733_Recording)
That's one of my recommendations already is to definitely have the team delete
15:09
S…
Speaker 1 (GMT20260430-180733_Recording)
any that aren't.
15:11
S…
Speaker 1 (GMT20260430-180733_Recording)
Like if it can be a saved search that they could easily go grab,
15:14
S…
Speaker 1 (GMT20260430-180733_Recording)
like I would only,
15:15
S…
Speaker 1 (GMT20260430-180733_Recording)
if you're not looking at it daily,
15:16
S…
Speaker 1 (GMT20260430-180733_Recording)
I would not have it as a widget,
15:18
S…
Speaker 1 (GMT20260430-180733_Recording)
but that's a whole nother conversation,
15:21
S…
Speaker 1 (GMT20260430-180733_Recording)
but yes.
15:21
S…
Speaker 2 (GMT20260430-180733_Recording)
That's good.
15:22
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah.
15:23
S…
Speaker 2 (GMT20260430-180733_Recording)
That's good to know.
15:23
S…
Speaker 2 (GMT20260430-180733_Recording)
And I don't, Laura,
15:24
S…
Speaker 2 (GMT20260430-180733_Recording)
I don't really look at it anymore since you manage it.
15:27
S…
Speaker 2 (GMT20260430-180733_Recording)
Um, you know,
15:28
S…
Speaker 2 (GMT20260430-180733_Recording)
unless I need to for a certain reason,
15:29
S…
Speaker 2 (GMT20260430-180733_Recording)
but, um,
15:30
S…
Speaker 2 (GMT20260430-180733_Recording)
what was I going to say about,
15:33
S…
Speaker 2 (GMT20260430-180733_Recording)
um, we were talking about graphics,
15:36
S…
Speaker 2 (GMT20260430-180733_Recording)
graphics,
15:37
S…
Speaker 2 (GMT20260430-180733_Recording)
Laura, that is a great flag because.
15:40
S…
Speaker 2 (GMT20260430-180733_Recording)
Even though we don't do a ton of those billings,
15:44
S…
Speaker 2 (GMT20260430-180733_Recording)
it,
15:44
S…
Speaker 2 (GMT20260430-180733_Recording)
I mean,
15:45
S…
Speaker 2 (GMT20260430-180733_Recording)
there's maybe five a month or six months or not even.
15:48
S…
Speaker 2 (GMT20260430-180733_Recording)
So it's really small,
15:49
S…
Speaker 2 (GMT20260430-180733_Recording)
but that's a good example of things that it's,
15:52
S…
Speaker 2 (GMT20260430-180733_Recording)
it just shouldn't have to be done the way it is.
15:54
S…
Speaker 2 (GMT20260430-180733_Recording)
Where it's Trina taking the information,
15:57
S…
Speaker 2 (GMT20260430-180733_Recording)
getting it to her graphics team,
15:58
S…
Speaker 2 (GMT20260430-180733_Recording)
they complete it.
15:59
S…
Speaker 2 (GMT20260430-180733_Recording)
Then Trina gets it.
16:00
S…
Speaker 2 (GMT20260430-180733_Recording)
Then she has to email the people to let them know it's completed and what their total is.
16:03
S…
Speaker 2 (GMT20260430-180733_Recording)
Then she tags me and I bill them.
16:06
S…
Speaker 2 (GMT20260430-180733_Recording)
And then if their card declines,
16:08
S…
Speaker 2 (GMT20260430-180733_Recording)
then I have to follow up with,
16:09
S…
Speaker 2 (GMT20260430-180733_Recording)
I mean, it's like this whole where it's like,
16:11
S…
Speaker 2 (GMT20260430-180733_Recording)
it should, I don't know if that can be built through something else or if it needs to,
16:14
S…
Speaker 2 (GMT20260430-180733_Recording)
if it could be done differently,
16:15
S…
Speaker 2 (GMT20260430-180733_Recording)
but that's just a good example of a one -off that I
16:20
S…
Speaker 2 (GMT20260430-180733_Recording)
always tell my staff.
16:21
S…
Speaker 2 (GMT20260430-180733_Recording)
when it happens five times a month,
16:23
S…
Speaker 2 (GMT20260430-180733_Recording)
I don't care.
16:23
S…
Speaker 2 (GMT20260430-180733_Recording)
I can manually do it.
16:25
S…
Speaker 2 (GMT20260430-180733_Recording)
It's not a problem.
16:25
S…
Speaker 2 (GMT20260430-180733_Recording)
But the problem is,
16:27
S…
Speaker 2 (GMT20260430-180733_Recording)
is that it,
16:27
S…
Speaker 2 (GMT20260430-180733_Recording)
I push it to the side because it's something I can push to the side.
16:30
S…
Speaker 2 (GMT20260430-180733_Recording)
And then it is just annoying to do.
16:33
S…
Speaker 2 (GMT20260430-180733_Recording)
And if there's a way to automate it,
16:34
S…
Speaker 2 (GMT20260430-180733_Recording)
we should like,
16:35
S…
Speaker 2 (GMT20260430-180733_Recording)
so it doesn't,
16:36
S…
Speaker 2 (GMT20260430-180733_Recording)
it's not that it's takes a lot of time and it's very,
16:38
S…
Speaker 2 (GMT20260430-180733_Recording)
a small volume,
16:39
S…
Speaker 2 (GMT20260430-180733_Recording)
but there are just things like that.
16:40
S…
Speaker 2 (GMT20260430-180733_Recording)
And then when you take Laura,
16:42
S…
Speaker 2 (GMT20260430-180733_Recording)
all the one -offs I do,
16:43
S…
Speaker 2 (GMT20260430-180733_Recording)
whether it's cert coach training or anything,
16:45
S…
Speaker 2 (GMT20260430-180733_Recording)
and you, you pile together or Randy's vendor now getting a
16:50
S…
Speaker 2 (GMT20260430-180733_Recording)
little bit wild.
16:51
S…
Speaker 2 (GMT20260430-180733_Recording)
Then when you pile them all together,
16:53
S…
Speaker 2 (GMT20260430-180733_Recording)
all those little things become a lot of manual work that I
16:58
S…
Speaker 2 (GMT20260430-180733_Recording)
just wonder what things we could automate.
17:00
S…
Speaker 2 (GMT20260430-180733_Recording)
And I don't know the process before getting to me.
17:02
S…
Speaker 2 (GMT20260430-180733_Recording)
So that's why I can't comment on it.
17:04
S…
Speaker 2 (GMT20260430-180733_Recording)
I feel like there's some
17:09
S…
Speaker 2 (GMT20260430-180733_Recording)
of those I could maybe put together a list of all of them.
17:12
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah.
17:12
S…
Speaker 1 (GMT20260430-180733_Recording)
And yeah,
17:13
S…
Speaker 1 (GMT20260430-180733_Recording)
it would be great,
17:14
S…
Speaker 1 (GMT20260430-180733_Recording)
Maggie, if you had a list of the one -offs,
17:16
S…
Speaker 1 (GMT20260430-180733_Recording)
because I don't even know all the ones that come your way.
17:17
S…
Speaker 1 (GMT20260430-180733_Recording)
But that's why AR,
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