GMT20260430-180733_Recording
May 08, 2026 22:00
· 42:50
· English
· Whisper Turbo
· 5 speakers
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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.
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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
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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,
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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
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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,
17:19
S…
Speaker 1 (GMT20260430-180733_Recording)
I stepped in to start helping with AR.
17:21
S…
Speaker 1 (GMT20260430-180733_Recording)
She's like, oh my gosh,
17:22
S…
Speaker 1 (GMT20260430-180733_Recording)
by the time I go check,
17:24
S…
Speaker 1 (GMT20260430-180733_Recording)
did they get the email or not?
17:25
S…
Speaker 1 (GMT20260430-180733_Recording)
Are they in the animation or not?
17:27
S…
Speaker 1 (GMT20260430-180733_Recording)
She goes,
17:28
S…
Speaker 1 (GMT20260430-180733_Recording)
it's just, you just waste an entire evening.
17:30
S…
Speaker 1 (GMT20260430-180733_Recording)
I'm like, okay,
17:30
S…
Speaker 1 (GMT20260430-180733_Recording)
just give it to me.
17:32
S…
Speaker 1 (GMT20260430-180733_Recording)
Tell me who's got some troubles.
17:34
S…
Speaker 2 (GMT20260430-180733_Recording)
Well, and you understand the...
17:35
S…
Speaker 2 (GMT20260430-180733_Recording)
You understand the automations better than I do too.
17:38
S…
Speaker 2 (GMT20260430-180733_Recording)
You just understand keep better.
17:39
S…
Speaker 2 (GMT20260430-180733_Recording)
So I was trying to dig into the automations and it wasn't,
17:42
S…
Speaker 2 (GMT20260430-180733_Recording)
it wasn't really making sense to me.
17:43
S…
Speaker 2 (GMT20260430-180733_Recording)
Whereas you see something and you immediately know what's going on,
17:47
S…
Speaker 2 (GMT20260430-180733_Recording)
which is nice.
17:47
S…
Speaker 2 (GMT20260430-180733_Recording)
So we're going to make a good team with AR.
17:49
S…
Speaker 2 (GMT20260430-180733_Recording)
The only other thing,
17:52
S…
Speaker 2 (GMT20260430-180733_Recording)
so I have subscriptions,
17:55
S…
Speaker 2 (GMT20260430-180733_Recording)
payment plans that now I know how to do automated
18:01
S…
Speaker 2 (GMT20260430-180733_Recording)
credit card updates.
18:03
S…
Speaker 2 (GMT20260430-180733_Recording)
That's easy.
18:07
S…
Speaker 2 (GMT20260430-180733_Recording)
AR, Lauren,
18:07
S…
Speaker 2 (GMT20260430-180733_Recording)
I have a good system,
18:08
S…
Speaker 2 (GMT20260430-180733_Recording)
but I know that we just,
18:09
S…
Speaker 2 (GMT20260430-180733_Recording)
I would like to maybe review the conditions and look at those
18:13
S…
Speaker 2 (GMT20260430-180733_Recording)
since they haven't been really touched since sixth division,
18:15
S…
Speaker 2 (GMT20260430-180733_Recording)
just to make sure that we're doing the right number of attempts
18:20
S…
Speaker 2 (GMT20260430-180733_Recording)
and the right, if there's just anything better we can do to get people to.
18:24
S…
Speaker 2 (GMT20260430-180733_Recording)
You know, I,
18:24
S…
Speaker 2 (GMT20260430-180733_Recording)
we, I think our members in Laura,
18:26
S…
Speaker 2 (GMT20260430-180733_Recording)
this is a year Avenue,
18:27
S…
Speaker 2 (GMT20260430-180733_Recording)
but I feel like our members get so flooded with marketing and emails and
18:31
S…
Speaker 2 (GMT20260430-180733_Recording)
stuff that when a billing one comes through,
18:32
S…
Speaker 2 (GMT20260430-180733_Recording)
it does say usually invoice or billing something in the,
18:35
S…
Speaker 2 (GMT20260430-180733_Recording)
in the title, but I'm sure they just don't even,
18:38
S…
Speaker 2 (GMT20260430-180733_Recording)
you know, if there's just a better way to kind of grab their attention with,
18:41
S…
Speaker 2 (GMT20260430-180733_Recording)
with the billing notifications that their card has declined.
18:45
S…
Speaker 2 (GMT20260430-180733_Recording)
So that would be something that I would say would be not a pain point,
18:48
S…
Speaker 2 (GMT20260430-180733_Recording)
but I would love to just make sure we're.
18:50
S…
Speaker 2 (GMT20260430-180733_Recording)
reaching out to them the best way.
18:52
S…
Speaker 2 (GMT20260430-180733_Recording)
Or Laura, you know how we talked about like how we added a text.
18:54
S…
Speaker 2 (GMT20260430-180733_Recording)
I think we added a text in there just recently.
18:58
S…
Speaker 2 (GMT20260430-180733_Recording)
And I don't know when that falls,
19:00
S…
Speaker 2 (GMT20260430-180733_Recording)
but in the process,
19:01
S…
Speaker 1 (GMT20260430-180733_Recording)
but the text goes first.
19:02
S…
Speaker 1 (GMT20260430-180733_Recording)
I was just looking at it last night because I was adding some people every once in a while.
19:06
S…
Speaker 1 (GMT20260430-180733_Recording)
Someone's got a credit card that or a payment that didn't go through.
19:10
S…
Speaker 1 (GMT20260430-180733_Recording)
And I go look on their account and the campaign's not running.
19:13
S…
Speaker 1 (GMT20260430-180733_Recording)
I'm like, why, why,
19:14
S…
Speaker 1 (GMT20260430-180733_Recording)
why am I manually starting it?
19:16
S…
Speaker 1 (GMT20260430-180733_Recording)
So we got to look at some of those things.
19:18
S…
Speaker 1 (GMT20260430-180733_Recording)
Like why, like Maggie and I started to realize old tags would be
19:22
S…
Speaker 1 (GMT20260430-180733_Recording)
hanging around.
19:23
S…
Speaker 1 (GMT20260430-180733_Recording)
I was just going to say,
19:24
S…
Speaker 1 (GMT20260430-180733_Recording)
so do we have a process then for when they go through it?
19:27
S…
Speaker 1 (GMT20260430-180733_Recording)
Tag that adds them gets removed like that stuff I can.
19:30
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah,
19:31
S…
Speaker 1 (GMT20260430-180733_Recording)
I feel like Maggie,
19:32
S…
Speaker 1 (GMT20260430-180733_Recording)
wasn't there a situation where explain to me,
19:35
S…
Speaker 1 (GMT20260430-180733_Recording)
like when somebody puts in a new credit card,
19:37
S…
Speaker 1 (GMT20260430-180733_Recording)
you're not notified.
19:38
S…
Speaker 1 (GMT20260430-180733_Recording)
Is that what you were telling me?
19:40
S…
Speaker 1 (GMT20260430-180733_Recording)
You're not always told.
19:41
S…
Speaker 1 (GMT20260430-180733_Recording)
And so then they don't necessarily get removed from a campaign because.
19:45
S…
Speaker 1 (GMT20260430-180733_Recording)
It comes in.
19:46
S…
Speaker 2 (GMT20260430-180733_Recording)
No, I am.
19:47
S…
Speaker 2 (GMT20260430-180733_Recording)
If they update their credit card using our credit card update form,
19:50
S…
Speaker 2 (GMT20260430-180733_Recording)
I do get an email.
19:52
S…
Speaker 2 (GMT20260430-180733_Recording)
So that is perfect.
19:53
S…
Speaker 2 (GMT20260430-180733_Recording)
When I'm not notified is when I
19:58
S…
Speaker 2 (GMT20260430-180733_Recording)
they pay off the.
20:00
S…
Speaker 2 (GMT20260430-180733_Recording)
that was emailed to them,
20:01
S…
Speaker 2 (GMT20260430-180733_Recording)
then I'm not notified.
20:03
S…
Speaker 2 (GMT20260430-180733_Recording)
I will realize that they've paid it when I check AR the next week or
20:08
S…
Speaker 2 (GMT20260430-180733_Recording)
the next two weeks,
20:09
S…
Speaker 2 (GMT20260430-180733_Recording)
if our list is smaller and I even notice.
20:12
S…
Speaker 2 (GMT20260430-180733_Recording)
But if they pay with a new or different credit card on
20:16
S…
Speaker 2 (GMT20260430-180733_Recording)
an invoice emailed to them,
20:18
S…
Speaker 2 (GMT20260430-180733_Recording)
they pay from the pay now button on the invoice,
20:20
S…
Speaker 2 (GMT20260430-180733_Recording)
then I am not notified that the payment went through and was successful
20:24
S…
Speaker 2 (GMT20260430-180733_Recording)
or with a new card.
20:26
S…
Speaker 1 (GMT20260430-180733_Recording)
So they might end up remaining in the campaign because the campaign,
20:30
S…
Speaker 1 (GMT20260430-180733_Recording)
the end of the campaign is us indicating all is
20:34
S…
Speaker 1 (GMT20260430-180733_Recording)
good and you remove them.
20:35
S…
Speaker 1 (GMT20260430-180733_Recording)
So that's there.
20:36
S…
Speaker 1 (GMT20260430-180733_Recording)
We discovered there was a way that was,
20:38
S…
Speaker 1 (GMT20260430-180733_Recording)
it's like,
20:39
S…
Speaker 1 (GMT20260430-180733_Recording)
how, how do they have these tags?
20:40
S…
Speaker 1 (GMT20260430-180733_Recording)
They were out already.
20:42
S…
Speaker 1 (GMT20260430-180733_Recording)
That's what it was,
20:43
S…
Speaker 1 (GMT20260430-180733_Recording)
Maggie. Thank you.
20:44
S…
Speaker 1 (GMT20260430-180733_Recording)
You probably need to use billing automation that says when
20:48
S…
Speaker 1 (GMT20260430-180733_Recording)
a, when a charge is successful to remove that tag,
20:51
S…
Speaker 1 (GMT20260430-180733_Recording)
that's probably, that's where that should be happening.
20:53
S…
Speaker 1 (GMT20260430-180733_Recording)
Okay, that would solve that.
20:54
S…
Speaker 1 (GMT20260430-180733_Recording)
I'll just make a note.
20:55
S…
Speaker 2 (GMT20260430-180733_Recording)
And another step to that is not only
20:59
S…
Speaker 2 (GMT20260430-180733_Recording)
to be notified that it's successful.
21:03
S…
Speaker 2 (GMT20260430-180733_Recording)
But then the,
21:05
S…
Speaker 2 (GMT20260430-180733_Recording)
the bummer a lot of times is they do use a new card that they then want to use
21:09
S…
Speaker 2 (GMT20260430-180733_Recording)
because the old one had fraud or,
21:10
S…
Speaker 2 (GMT20260430-180733_Recording)
or is canceled.
21:11
S…
Speaker 2 (GMT20260430-180733_Recording)
But then I don't know they made the payment.
21:14
S…
Speaker 2 (GMT20260430-180733_Recording)
And then I don't,
21:15
S…
Speaker 2 (GMT20260430-180733_Recording)
so then I don't know to go in and switch the new credit card to their current subscriptions either.
21:19
S…
Speaker 2 (GMT20260430-180733_Recording)
So then they're,
21:20
S…
Speaker 2 (GMT20260430-180733_Recording)
so then I'll realize maybe in a few weeks later,
21:23
S…
Speaker 2 (GMT20260430-180733_Recording)
their card is still declined their current membership charge.
21:25
S…
Speaker 2 (GMT20260430-180733_Recording)
Yeah,
21:28
S…
Speaker 2 (GMT20260430-180733_Recording)
the new credit card.
21:28
S…
Speaker 2 (GMT20260430-180733_Recording)
So.
21:31
S…
Speaker 1 (GMT20260430-180733_Recording)
And when they update their credit card because of a fail,
21:34
S…
Speaker 1 (GMT20260430-180733_Recording)
are they using the $0 credit card form that
21:38
S…
Speaker 1 (GMT20260430-180733_Recording)
you should be getting notified on?
21:40
S…
Speaker 1 (GMT20260430-180733_Recording)
Like as a.
21:42
S…
Speaker 2 (GMT20260430-180733_Recording)
Yeah.
21:43
S…
Speaker 2 (GMT20260430-180733_Recording)
When they update
21:49
S…
Speaker 2 (GMT20260430-180733_Recording)
the credit card,
21:51
S…
Speaker 2 (GMT20260430-180733_Recording)
they have a link.
21:52
S…
Speaker 2 (GMT20260430-180733_Recording)
If they're given a link,
21:55
S…
Speaker 2 (GMT20260430-180733_Recording)
it's that link that I'm notified directly from the invoice.
21:57
S…
Speaker 2 (GMT20260430-180733_Recording)
Because otherwise they'll update their credit card and then I
22:02
S…
Speaker 2 (GMT20260430-180733_Recording)
see the new.
22:03
S…
Speaker 2 (GMT20260430-180733_Recording)
credit card come through.
22:05
S…
Speaker 2 (GMT20260430-180733_Recording)
I delete their old credit card,
22:08
S…
Speaker 2 (GMT20260430-180733_Recording)
make sure the new one is attached to all their current subscriptions.
22:11
S…
Speaker 2 (GMT20260430-180733_Recording)
And then I manually go in and process any past due.
22:15
S…
Speaker 2 (GMT20260430-180733_Recording)
So when they use the credit card form,
22:18
S…
Speaker 2 (GMT20260430-180733_Recording)
it's beautiful,
22:19
S…
Speaker 2 (GMT20260430-180733_Recording)
even though it's still manual for me to go in and agree pay their past due.
22:23
S…
Speaker 2 (GMT20260430-180733_Recording)
But I mean,
22:24
S…
Speaker 2 (GMT20260430-180733_Recording)
but it's also not,
22:25
S…
Speaker 2 (GMT20260430-180733_Recording)
I don't mind it because then I know they paid
22:29
S…
Speaker 2 (GMT20260430-180733_Recording)
and I'm in the loop and I,
22:31
S…
Speaker 2 (GMT20260430-180733_Recording)
you know, I just, I feel like I understand that.
22:33
S…
Speaker 2 (GMT20260430-180733_Recording)
But yeah,
22:35
S…
Speaker 2 (GMT20260430-180733_Recording)
if they pay directly from the invoice,
22:37
S…
Speaker 2 (GMT20260430-180733_Recording)
then I don't know it's paid and I don't get in there to update the credit card,
22:41
S…
Speaker 2 (GMT20260430-180733_Recording)
the new credit card to the current subscription.
22:43
S…
Speaker 1 (GMT20260430-180733_Recording)
Got it.
22:44
S…
Speaker 1 (GMT20260430-180733_Recording)
Okay.
22:45
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah.
22:45
S…
Speaker 1 (GMT20260430-180733_Recording)
There's definitely some billing automation we can build around that for you.
22:48
S…
Speaker 1 (GMT20260430-180733_Recording)
Oh,
22:49
S…
Speaker 1 (GMT20260430-180733_Recording)
look at that,
22:50
S…
Speaker 1 (GMT20260430-180733_Recording)
Maggie. Okay.
22:51
S…
Speaker 1 (GMT20260430-180733_Recording)
Perfect.
22:51
S…
Speaker 2 (GMT20260430-180733_Recording)
Yep.
22:52
S…
Speaker 1 (GMT20260430-180733_Recording)
Yep.
22:54
S…
Speaker 2 (GMT20260430-180733_Recording)
Um, I don't want to,
22:57
S…
Speaker 2 (GMT20260430-180733_Recording)
you know, I really,
22:58
S…
Speaker 2 (GMT20260430-180733_Recording)
maybe they're a list of just some of the manual billings I Laura for,
23:04
S…
Speaker 2 (GMT20260430-180733_Recording)
you know,
23:05
S…
Speaker 2 (GMT20260430-180733_Recording)
for EBA or for our,
23:06
S…
Speaker 2 (GMT20260430-180733_Recording)
you know,
23:07
S…
Speaker 2 (GMT20260430-180733_Recording)
just some of that stuff,
23:08
S…
Speaker 2 (GMT20260430-180733_Recording)
because I really,
23:09
S…
Speaker 2 (GMT20260430-180733_Recording)
I don't have necessarily pain points.
23:11
S…
Speaker 2 (GMT20260430-180733_Recording)
Um,
23:13
S…
Speaker 2 (GMT20260430-180733_Recording)
I just,
23:14
S…
Speaker 2 (GMT20260430-180733_Recording)
I mean, there's been a few glitches with keep billing in the last few months that they,
23:17
S…
Speaker 2 (GMT20260430-180733_Recording)
they identified and,
23:18
S…
Speaker 2 (GMT20260430-180733_Recording)
and fixed.
23:19
S…
Speaker 2 (GMT20260430-180733_Recording)
Um,
23:20
S…
Speaker 2 (GMT20260430-180733_Recording)
but.
23:22
S…
Speaker 2 (GMT20260430-180733_Recording)
I think it's more just,
23:23
S…
Speaker 2 (GMT20260430-180733_Recording)
I would love to just automate anything that we can.
23:27
S…
Speaker 2 (GMT20260430-180733_Recording)
Sure.
23:27
S…
Speaker 2 (GMT20260430-180733_Recording)
Even though I like to see things and I do kind of like to have my eye on just
23:32
S…
Speaker 2 (GMT20260430-180733_Recording)
the graphics and knowing what's happening,
23:33
S…
Speaker 2 (GMT20260430-180733_Recording)
but with the volume that we're getting to,
23:35
S…
Speaker 2 (GMT20260430-180733_Recording)
I just don't think I'm going to always be able to manually process.
23:41
S…
Speaker 1 (GMT20260430-180733_Recording)
everything.
23:41
S…
Speaker 2 (GMT20260430-180733_Recording)
And I would say AR,
23:43
S…
Speaker 2 (GMT20260430-180733_Recording)
if we continue to grow,
23:44
S…
Speaker 2 (GMT20260430-180733_Recording)
AR could continue just to be a beast.
23:47
S…
Speaker 2 (GMT20260430-180733_Recording)
And that's something that I just,
23:49
S…
Speaker 2 (GMT20260430-180733_Recording)
Laura and I do such a good job of giving care and attention to it,
23:53
S…
Speaker 2 (GMT20260430-180733_Recording)
you know, every week or every two weeks.
23:55
S…
Speaker 2 (GMT20260430-180733_Recording)
But it's just a really,
23:58
S…
Speaker 2 (GMT20260430-180733_Recording)
with all the payment plans we have and all the,
24:02
S…
Speaker 2 (GMT20260430-180733_Recording)
if we get a hundred new members in the next three months,
24:05
S…
Speaker 2 (GMT20260430-180733_Recording)
I mean, it just could be wild.
24:06
S…
Speaker 2 (GMT20260430-180733_Recording)
And it's, so yeah,
24:08
S…
Speaker 2 (GMT20260430-180733_Recording)
anything we can automate.
24:11
S…
Speaker 1 (GMT20260430-180733_Recording)
I'm going to tell you the things I've listed that are related to billing.
24:15
S…
Speaker 2 (GMT20260430-180733_Recording)
So Maggie,
24:18
S…
Speaker 1 (GMT20260430-180733_Recording)
the things I've been jotting down,
24:20
S…
Speaker 1 (GMT20260430-180733_Recording)
I've got,
24:21
S…
Speaker 1 (GMT20260430-180733_Recording)
this isn't so much billing,
24:25
S…
Speaker 1 (GMT20260430-180733_Recording)
but if we could get to where we're tagging purchases.
24:30
S…
Speaker 1 (GMT20260430-180733_Recording)
It's like if we have an order form or a product that we're selling,
24:33
S…
Speaker 1 (GMT20260430-180733_Recording)
if we could tag it so it automatically can fall into campaigns,
24:37
S…
Speaker 1 (GMT20260430-180733_Recording)
we're having issues.
24:38
S…
Speaker 1 (GMT20260430-180733_Recording)
Like if I manually add a product at $0 onto someone's account,
24:42
S…
Speaker 1 (GMT20260430-180733_Recording)
they're not falling into the communication campaigns that Hillary
24:47
S…
Speaker 1 (GMT20260430-180733_Recording)
and Randy are setting up.
24:48
S…
Speaker 1 (GMT20260430-180733_Recording)
So I wrote tagging purchases for follow -up communication,
24:50
S…
Speaker 1 (GMT20260430-180733_Recording)
reporting that includes credits,
24:54
S…
Speaker 1 (GMT20260430-180733_Recording)
kind of talked about that.
24:55
S…
Speaker 1 (GMT20260430-180733_Recording)
I wrote expiring
24:59
S…
Speaker 1 (GMT20260430-180733_Recording)
credit cards.
25:00
S…
Speaker 1 (GMT20260430-180733_Recording)
and updating, but it's the scenario that Maggie just explained.
25:06
S…
Speaker 1 (GMT20260430-180733_Recording)
Automating subscription billing.
25:07
S…
Speaker 1 (GMT20260430-180733_Recording)
There's another subscription that we sell besides membership,
25:11
S…
Speaker 1 (GMT20260430-180733_Recording)
besides the annual fee.
25:13
S…
Speaker 1 (GMT20260430-180733_Recording)
We also have membership in a program we call Rising Leaders.
25:16
S…
Speaker 1 (GMT20260430-180733_Recording)
And if you're an executive member,
25:20
S…
Speaker 1 (GMT20260430-180733_Recording)
you get that subscription free as part of your membership.
25:23
S…
Speaker 1 (GMT20260430-180733_Recording)
So if it's an executive rolling with it,
25:26
S…
Speaker 1 (GMT20260430-180733_Recording)
I go in and I add that one for them.
25:28
S…
Speaker 1 (GMT20260430-180733_Recording)
Just one thing.
25:29
S…
Speaker 1 (GMT20260430-180733_Recording)
Maggie does anything that has to do with actual dollars.
25:31
S…
Speaker 1 (GMT20260430-180733_Recording)
If it's no dollars.
25:34
S…
Speaker 1 (GMT20260430-180733_Recording)
She's like, all right, Laura,
25:35
S…
Speaker 1 (GMT20260430-180733_Recording)
you do it.
25:35
S…
Speaker 1 (GMT20260430-180733_Recording)
You're not going to hurt anything.
25:37
S…
Speaker 1 (GMT20260430-180733_Recording)
But if it's actual money exchanging hands,
25:39
S…
Speaker 1 (GMT20260430-180733_Recording)
maybe you'll manage it.
25:41
S…
Speaker 1 (GMT20260430-180733_Recording)
But that too would be amazing if they could
25:45
S…
Speaker 1 (GMT20260430-180733_Recording)
just sign up for that.
25:46
S…
Speaker 1 (GMT20260430-180733_Recording)
Executives would get it for free.
25:47
S…
Speaker 1 (GMT20260430-180733_Recording)
Community would get it at the cost of $99 a month.
25:50
S…
Speaker 1 (GMT20260430-180733_Recording)
And I wrote down
25:54
S…
Speaker 1 (GMT20260430-180733_Recording)
the credit card report or the CERC coach reporting for work,
25:58
S…
Speaker 1 (GMT20260430-180733_Recording)
but that's a whole different.
25:59
S…
Speaker 1 (GMT20260430-180733_Recording)
We pay.
26:02
S…
Speaker 1 (GMT20260430-180733_Recording)
Some of our members are certified coaches for us.
26:05
S…
Speaker 5 (GMT20260430-180733_Recording)
Okay.
26:06
S…
Speaker 1 (GMT20260430-180733_Recording)
They do work with our members and then they submit the time
26:10
S…
Speaker 1 (GMT20260430-180733_Recording)
and to our cert coach team who then verifies
26:14
S…
Speaker 1 (GMT20260430-180733_Recording)
that they spent the time doing what they said they were doing and then comes around to Maggie
26:18
S…
Speaker 1 (GMT20260430-180733_Recording)
and says, hey, Maggie,
26:19
S…
Speaker 1 (GMT20260430-180733_Recording)
please pay these people.
26:20
S…
Speaker 1 (GMT20260430-180733_Recording)
Is that even a keep thing?
26:22
S…
Speaker 1 (GMT20260430-180733_Recording)
Are you paying them a keep?
26:23
S…
Speaker 1 (GMT20260430-180733_Recording)
It's not coming off their membership though,
26:25
S…
Speaker 2 (GMT20260430-180733_Recording)
right? Right.
26:27
S…
Speaker 4 (GMT20260430-180733_Recording)
I did have that as a side note.
26:32
S…
Speaker 4 (GMT20260430-180733_Recording)
We can discuss that in a minute because that's not.
26:35
S…
Speaker 2 (GMT20260430-180733_Recording)
Yeah.
26:38
S…
Speaker 1 (GMT20260430-180733_Recording)
That would be more like if we could come up with a way for them to,
26:42
S…
Speaker 1 (GMT20260430-180733_Recording)
it's not so much the billing part,
26:44
S…
Speaker 1 (GMT20260430-180733_Recording)
but if we could clean up how they're getting that info to us,
26:48
S…
Speaker 1 (GMT20260430-180733_Recording)
like if there's a form,
26:49
S…
Speaker 1 (GMT20260430-180733_Recording)
maybe. That's what I'm thinking.
26:51
S…
Speaker 1 (GMT20260430-180733_Recording)
If they submit it on a form and it goes to Jess,
26:56
S…
Speaker 1 (GMT20260430-180733_Recording)
who kind of approves and can confirm that that should
27:00
S…
Speaker 1 (GMT20260430-180733_Recording)
be done.
27:01
S…
Speaker 1 (GMT20260430-180733_Recording)
And then Maggie,
27:02
S…
Speaker 1 (GMT20260430-180733_Recording)
like if there's just like a process that we could move it along,
27:05
S…
Speaker 1 (GMT20260430-180733_Recording)
that would be wonderful.
27:07
S…
Speaker 3 (GMT20260430-180733_Recording)
I think you just put in the comments,
27:09
S…
Speaker 5 (GMT20260430-180733_Recording)
Maggie,
27:11
S…
Speaker 3 (GMT20260430-180733_Recording)
you pay them from NetSuite.
27:13
S…
Speaker 1 (GMT20260430-180733_Recording)
Okay.
27:13
S…
Speaker 3 (GMT20260430-180733_Recording)
Nothing to do with keep.
27:15
S…
Speaker 5 (GMT20260430-180733_Recording)
Okay.
27:15
S…
Speaker 1 (GMT20260430-180733_Recording)
So yes,
27:16
S…
Speaker 1 (GMT20260430-180733_Recording)
it's not in terms of dollars.
27:18
S…
Speaker 1 (GMT20260430-180733_Recording)
It's not something.
27:20
S…
Speaker 3 (GMT20260430-180733_Recording)
They still pay their full price and then separately
27:24
S…
Speaker 3 (GMT20260430-180733_Recording)
they get paid for their coaching.
27:25
S…
Speaker 2 (GMT20260430-180733_Recording)
Okay.
27:26
S…
Speaker 2 (GMT20260430-180733_Recording)
Correct.
27:27
S…
Speaker 4 (GMT20260430-180733_Recording)
As a contractor.
27:30
S…
Speaker 1 (GMT20260430-180733_Recording)
So that kind of covers the billing part of things.
27:33
S…
Speaker 1 (GMT20260430-180733_Recording)
And you can look through those automations.
27:35
S…
Speaker 1 (GMT20260430-180733_Recording)
The way Six Division set them up,
27:38
S…
Speaker 1 (GMT20260430-180733_Recording)
they're all 40 dot finance.
27:39
S…
Speaker 1 (GMT20260430-180733_Recording)
So you can see there.
27:41
S…
Speaker 1 (GMT20260430-180733_Recording)
And there's really just two.
27:44
S…
Speaker 1 (GMT20260430-180733_Recording)
There's expiring credit cards.
27:47
S…
Speaker 1 (GMT20260430-180733_Recording)
Well, there's expiring credit cards and there's updating your
27:51
S…
Speaker 1 (GMT20260430-180733_Recording)
AR campaign is the second one.
27:52
S…
Speaker 1 (GMT20260430-180733_Recording)
But then we have a mimic version of that for vendors.
28:00
S…
Speaker 1 (GMT20260430-180733_Recording)
There's also a vendor membership.
28:02
S…
Speaker 1 (GMT20260430-180733_Recording)
It's a yearly membership,
28:04
S…
Speaker 1 (GMT20260430-180733_Recording)
but they pay to be a vendor with us.
28:07
S…
Speaker 1 (GMT20260430-180733_Recording)
So there's,
28:08
S…
Speaker 1 (GMT20260430-180733_Recording)
you'll see some of those similar campaigns that'll be labeled for
28:12
S…
Speaker 1 (GMT20260430-180733_Recording)
vendors as well.
28:13
S…
Speaker 5 (GMT20260430-180733_Recording)
Okay.
28:14
S…
Speaker 3 (GMT20260430-180733_Recording)
And is there a lot of those?
28:16
S…
Speaker 3 (GMT20260430-180733_Recording)
And is that kind of a time consuming process or is that pretty far
28:21
S…
Speaker 3 (GMT20260430-180733_Recording)
and few between and automated?
28:22
S…
Speaker 2 (GMT20260430-180733_Recording)
Laura,
28:25
S…
Speaker 4 (GMT20260430-180733_Recording)
can you hear me?
28:25
S…
Speaker 5 (GMT20260430-180733_Recording)
Yeah.
28:26
S…
Speaker 5 (GMT20260430-180733_Recording)
Okay.
28:27
S…
Speaker 4 (GMT20260430-180733_Recording)
I'm sorry,
28:27
S…
Speaker 1 (GMT20260430-180733_Recording)
you guys.
28:29
S…
Speaker 4 (GMT20260430-180733_Recording)
There's about 140 annual
28:33
S…
Speaker 4 (GMT20260430-180733_Recording)
fees for vendors right now,
28:36
S…
Speaker 4 (GMT20260430-180733_Recording)
and I have them all on a recurring subscription.
28:38
S…
Speaker 4 (GMT20260430-180733_Recording)
They pay once a year on January 1st,
28:42
S…
Speaker 4 (GMT20260430-180733_Recording)
and then I only process some one -off vendor things
28:46
S…
Speaker 1 (GMT20260430-180733_Recording)
through Keep.
28:47
S…
Speaker 4 (GMT20260430-180733_Recording)
Otherwise, all the vendor payments are through RegFox.
28:52
S…
Speaker 3 (GMT20260430-180733_Recording)
And do you have any reminders going out on the annual ones?
28:55
S…
Speaker 3 (GMT20260430-180733_Recording)
Like, hey,
28:56
S…
Speaker 3 (GMT20260430-180733_Recording)
your payment's coming up just because it is annual.
28:59
S…
Speaker 3 (GMT20260430-180733_Recording)
Do you do anything like that?
29:00
S…
Speaker 2 (GMT20260430-180733_Recording)
No,
29:01
S…
Speaker 4 (GMT20260430-180733_Recording)
and that would be amazing.
29:03
S…
Speaker 5 (GMT20260430-180733_Recording)
Yeah,
29:05
S…
Speaker 3 (GMT20260430-180733_Recording)
especially for those annual people.
29:06
S…
Speaker 1 (GMT20260430-180733_Recording)
And especially with vendors because the contact changes often.
29:10
S…
Speaker 1 (GMT20260430-180733_Recording)
So I think that's a big pain point for them is.
29:13
S…
Speaker 1 (GMT20260430-180733_Recording)
That runs all on January 1,
29:15
S…
Speaker 1 (GMT20260430-180733_Recording)
and then you have 30 declines.
29:16
S…
Speaker 1 (GMT20260430-180733_Recording)
And that person's no longer with the company and all this other stuff.
29:19
S…
Speaker 1 (GMT20260430-180733_Recording)
You got to go track it down.
29:21
S…
Speaker 3 (GMT20260430-180733_Recording)
Yeah, so if we could have a campaign that would be running a couple weeks before those,
29:25
S…
Speaker 3 (GMT20260430-180733_Recording)
especially the annual ones,
29:26
S…
Speaker 3 (GMT20260430-180733_Recording)
because you're right, that's where it seems to,
29:28
S…
Speaker 3 (GMT20260430-180733_Recording)
we get a lot of declines typically is because they're not expecting the charge.
29:31
S…
Speaker 3 (GMT20260430-180733_Recording)
They've forgotten about it.
29:33
S…
Speaker 3 (GMT20260430-180733_Recording)
The card's no longer valid because it's been a year.
29:35
S…
Speaker 3 (GMT20260430-180733_Recording)
So if we can proactively send them a few reminders.
29:40
S…
Speaker 3 (GMT20260430-180733_Recording)
You know, that might be helpful.
29:42
S…
Speaker 1 (GMT20260430-180733_Recording)
Including,
29:43
S…
Speaker 1 (GMT20260430-180733_Recording)
is our contact still the right?
29:45
S…
Speaker 3 (GMT20260430-180733_Recording)
Yeah. This is who we have on file.
29:47
S…
Speaker 2 (GMT20260430-180733_Recording)
You know,
29:48
S…
Speaker 3 (GMT20260430-180733_Recording)
are you going to click here and update it?
29:49
S…
Speaker 3 (GMT20260430-180733_Recording)
We could link them right to their,
29:50
S…
Speaker 2 (GMT20260430-180733_Recording)
you know,
29:51
S…
Speaker 3 (GMT20260430-180733_Recording)
update their profile link.
29:53
S…
Speaker 2 (GMT20260430-180733_Recording)
Yeah.
29:54
S…
Speaker 4 (GMT20260430-180733_Recording)
I love that so much.
29:56
S…
Speaker 4 (GMT20260430-180733_Recording)
I love that.
29:57
S…
Speaker 4 (GMT20260430-180733_Recording)
And, and even more,
29:58
S…
Speaker 4 (GMT20260430-180733_Recording)
I love that for.
30:00
S…
Speaker 5 (GMT20260430-180733_Recording)
the people that do pay their membership.
30:01
S…
Speaker 2 (GMT20260430-180733_Recording)
And I was just going to say,
30:02
S…
Speaker 3 (GMT20260430-180733_Recording)
we can also do this,
30:03
S…
Speaker 3 (GMT20260430-180733_Recording)
replicate this.
30:03
S…
Speaker 5 (GMT20260430-180733_Recording)
That's like 14 ,000 versus the annual vendors are like 200,
30:08
S…
Speaker 5 (GMT20260430-180733_Recording)
but the $14 ,000 charge.
30:10
S…
Speaker 5 (GMT20260430-180733_Recording)
So what does Maggie do in June?
30:11
S…
Speaker 5 (GMT20260430-180733_Recording)
I email them all individually and say,
30:13
S…
Speaker 3 (GMT20260430-180733_Recording)
Hey, just, let's not,
30:16
S…
Speaker 3 (GMT20260430-180733_Recording)
let's make that,
30:16
S…
Speaker 3 (GMT20260430-180733_Recording)
let's work together and make that a campaign.
30:18
S…
Speaker 5 (GMT20260430-180733_Recording)
That saves my life.
30:20
S…
Speaker 4 (GMT20260430-180733_Recording)
Yeah.
30:22
S…
Speaker 3 (GMT20260430-180733_Recording)
That's too much manual work.
30:23
S…
Speaker 3 (GMT20260430-180733_Recording)
Yeah. Those yearlies seem to get us.
30:25
S…
Speaker 3 (GMT20260430-180733_Recording)
They're just,
30:26
S…
Speaker 4 (GMT20260430-180733_Recording)
yeah.
30:26
S…
Speaker 4 (GMT20260430-180733_Recording)
Nobody has 14 ,000.
30:29
S…
Speaker 5 (GMT20260430-180733_Recording)
dollars that they just want to have a surprise charge for so yeah lucky
30:33
S…
Speaker 3 (GMT20260430-180733_Recording)
you yeah I've been on that side before that's never fun
30:37
S…
Speaker 3 (GMT20260430-180733_Recording)
right when when you get those emails with somebody like why did you just charge me
30:41
S…
Speaker 3 (GMT20260430-180733_Recording)
or you made my card balance then I'm like oh sorry yep exactly
30:47
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah.
30:47
S…
Speaker 1 (GMT20260430-180733_Recording)
And Maggie's got a heart.
30:48
S…
Speaker 3 (GMT20260430-180733_Recording)
She won't just do it.
30:49
S…
Speaker 1 (GMT20260430-180733_Recording)
You know,
30:50
S…
Speaker 1 (GMT20260430-180733_Recording)
doesn't want to be black.
30:51
S…
Speaker 1 (GMT20260430-180733_Recording)
I mean, she's like, I can't,
30:51
S…
Speaker 1 (GMT20260430-180733_Recording)
I know these people.
30:52
S…
Speaker 1 (GMT20260430-180733_Recording)
I can't just do that to them.
30:54
S…
Speaker 4 (GMT20260430-180733_Recording)
I dance studio owners.
30:56
S…
Speaker 5 (GMT20260430-180733_Recording)
They have no money.
30:56
S…
Speaker 1 (GMT20260430-180733_Recording)
That's why they're members.
30:59
S…
Speaker 1 (GMT20260430-180733_Recording)
They have no money.
31:00
S…
Speaker 4 (GMT20260430-180733_Recording)
Right.
31:01
S…
Speaker 4 (GMT20260430-180733_Recording)
Yeah.
31:02
S…
Speaker 2 (GMT20260430-180733_Recording)
So that's a,
31:02
S…
Speaker 3 (GMT20260430-180733_Recording)
yeah, that's a, okay.
31:04
S…
Speaker 3 (GMT20260430-180733_Recording)
Got it.
31:04
S…
Speaker 3 (GMT20260430-180733_Recording)
I've got that noted.
31:05
S…
Speaker 3 (GMT20260430-180733_Recording)
So we can definitely work together and build that out.
31:07
S…
Speaker 1 (GMT20260430-180733_Recording)
So then also part of this whole piece.
31:10
S…
Speaker 1 (GMT20260430-180733_Recording)
So that's kind of the billing side that Maggie's involved with.
31:12
S…
Speaker 1 (GMT20260430-180733_Recording)
But the e -commerce side is how we're setting up our products and our order forms
31:17
S…
Speaker 1 (GMT20260430-180733_Recording)
and all of that.
31:18
S…
Speaker 1 (GMT20260430-180733_Recording)
Um, that's kind of the part I am doing.
31:21
S…
Speaker 3 (GMT20260430-180733_Recording)
Okay.
31:22
S…
Speaker 1 (GMT20260430-180733_Recording)
And it might just be a conversation between the two of us more just
31:26
S…
Speaker 1 (GMT20260430-180733_Recording)
like, I hate the fact that an order form can't contain more than one product.
31:30
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah.
31:30
S…
Speaker 2 (GMT20260430-180733_Recording)
That's, you know,
31:31
S…
Speaker 3 (GMT20260430-180733_Recording)
that's the order form.
31:32
S…
Speaker 4 (GMT20260430-180733_Recording)
Oh,
31:33
S…
Speaker 3 (GMT20260430-180733_Recording)
you have to go to shopping cart.
31:34
S…
Speaker 1 (GMT20260430-180733_Recording)
And we,
31:35
S…
Speaker 1 (GMT20260430-180733_Recording)
I know we've looked at shopping cart.
31:37
S…
Speaker 1 (GMT20260430-180733_Recording)
We did a terrible.
31:38
S…
Speaker 2 (GMT20260430-180733_Recording)
Yeah.
31:39
S…
Speaker 1 (GMT20260430-180733_Recording)
We've gone back and forth and every once in a while,
31:40
S…
Speaker 2 (GMT20260430-180733_Recording)
somebody will say, Laura,
31:41
S…
Speaker 1 (GMT20260430-180733_Recording)
why don't we,
31:42
S…
Speaker 1 (GMT20260430-180733_Recording)
I'm like, don't make me go look.
31:44
S…
Speaker 1 (GMT20260430-180733_Recording)
I just know we decided it's not as good and we put it aside,
31:47
S…
Speaker 1 (GMT20260430-180733_Recording)
but.
31:48
S…
Speaker 3 (GMT20260430-180733_Recording)
Now that said,
31:49
S…
Speaker 3 (GMT20260430-180733_Recording)
we can't add multiple products to an existing order
31:54
S…
Speaker 1 (GMT20260430-180733_Recording)
form.
31:54
S…
Speaker 3 (GMT20260430-180733_Recording)
Like we can add.
31:56
S…
Speaker 3 (GMT20260430-180733_Recording)
So if you want to build them for a few things,
31:58
S…
Speaker 3 (GMT20260430-180733_Recording)
what we can't do is they can't add to cart.
32:00
S…
Speaker 3 (GMT20260430-180733_Recording)
So we'll want to distinguish that because we still might be able to do what
32:04
S…
Speaker 3 (GMT20260430-180733_Recording)
you want to do.
32:06
S…
Speaker 3 (GMT20260430-180733_Recording)
It's almost like a bundle,
32:08
S…
Speaker 3 (GMT20260430-180733_Recording)
if you want to think of it that way.
32:09
S…
Speaker 3 (GMT20260430-180733_Recording)
Like we would create an order form,
32:10
S…
Speaker 3 (GMT20260430-180733_Recording)
like a bundle,
32:11
S…
Speaker 3 (GMT20260430-180733_Recording)
and it would have a few products in it.
32:13
S…
Speaker 3 (GMT20260430-180733_Recording)
Correct?
32:15
S…
Speaker 3 (GMT20260430-180733_Recording)
And that they can't,
32:16
S…
Speaker 3 (GMT20260430-180733_Recording)
like if somebody was on the website and,
32:18
S…
Speaker 3 (GMT20260430-180733_Recording)
you know, they were wanting to go to different pages and add different,
32:21
S…
Speaker 3 (GMT20260430-180733_Recording)
like in Amazon,
32:22
S…
Speaker 3 (GMT20260430-180733_Recording)
right? Like you can't.
32:23
S…
Speaker 3 (GMT20260430-180733_Recording)
keep adding things to your cart per se.
32:26
S…
Speaker 3 (GMT20260430-180733_Recording)
But if you have a,
32:26
S…
Speaker 3 (GMT20260430-180733_Recording)
like we could create a bundle order form that has multiple products that you could use.
32:32
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah, and I would love to sit with you sometime and just look
32:36
S…
Speaker 1 (GMT20260430-180733_Recording)
through and talk about those things.
32:38
S…
Speaker 1 (GMT20260430-180733_Recording)
But like, for instance,
32:38
S…
Speaker 1 (GMT20260430-180733_Recording)
to say we have an event coming up and at this event
32:42
S…
Speaker 1 (GMT20260430-180733_Recording)
we have five things.
32:44
S…
Speaker 1 (GMT20260430-180733_Recording)
I could put all five products on that order form,
32:47
S…
Speaker 1 (GMT20260430-180733_Recording)
but not one of them can be at zero.
32:49
S…
Speaker 1 (GMT20260430-180733_Recording)
You can't say I want not this.
32:52
S…
Speaker 2 (GMT20260430-180733_Recording)
That is true.
32:54
S…
Speaker 1 (GMT20260430-180733_Recording)
That's the frustrating thing.
32:55
S…
Speaker 1 (GMT20260430-180733_Recording)
So if I want to offer five things in an email,
32:58
S…
Speaker 2 (GMT20260430-180733_Recording)
it'll say,
32:59
S…
Speaker 1 (GMT20260430-180733_Recording)
click here for this one,
33:00
S…
Speaker 1 (GMT20260430-180733_Recording)
click here for that one.
33:01
S…
Speaker 1 (GMT20260430-180733_Recording)
Or how would I say?
33:04
S…
Speaker 1 (GMT20260430-180733_Recording)
I want one,
33:05
S…
Speaker 1 (GMT20260430-180733_Recording)
three and five.
33:06
S…
Speaker 1 (GMT20260430-180733_Recording)
I want two to bundle all the
33:10
S…
Speaker 1 (GMT20260430-180733_Recording)
different possible combinations is impossible.
33:12
S…
Speaker 1 (GMT20260430-180733_Recording)
So I'm telling our marketing team like,
33:15
S…
Speaker 1 (GMT20260430-180733_Recording)
yeah, you kind of have to say if you want one click here,
33:18
S…
Speaker 1 (GMT20260430-180733_Recording)
they've got to put all their credit card information.
33:20
S…
Speaker 3 (GMT20260430-180733_Recording)
Yeah, we're going to figure out a workaround.
33:21
S…
Speaker 3 (GMT20260430-180733_Recording)
That sounds like a lot.
33:23
S…
Speaker 1 (GMT20260430-180733_Recording)
You don't want to go back and then you have to pick four and then go back and they'll
33:27
S…
Speaker 1 (GMT20260430-180733_Recording)
never do it.
33:28
S…
Speaker 2 (GMT20260430-180733_Recording)
So,
33:28
S…
Speaker 1 (GMT20260430-180733_Recording)
so far we've been able to.
33:34
S…
Speaker 1 (GMT20260430-180733_Recording)
figure things out but we did it once um for
33:39
S…
Speaker 1 (GMT20260430-180733_Recording)
vendor advertising sales we had a an online magazine
33:43
S…
Speaker 1 (GMT20260430-180733_Recording)
and they could purchase a quarter page a half page a
33:47
S…
Speaker 1 (GMT20260430-180733_Recording)
full page or a two -page spread and so we were able to set up a product
33:52
S…
Speaker 1 (GMT20260430-180733_Recording)
for advertising and a drop down within it because they had to
33:56
S…
Speaker 3 (GMT20260430-180733_Recording)
choose one of the four yes that would work too it worked but
34:00
S…
Speaker 1 (GMT20260430-180733_Recording)
um
34:02
S…
Speaker 3 (GMT20260430-180733_Recording)
It's one option on the one,
34:03
S…
Speaker 1 (GMT20260430-180733_Recording)
right?
34:04
S…
Speaker 3 (GMT20260430-180733_Recording)
It's still one.
34:05
S…
Speaker 1 (GMT20260430-180733_Recording)
But the only way you knew what
34:09
S…
Speaker 1 (GMT20260430-180733_Recording)
they chose was by the price.
34:11
S…
Speaker 1 (GMT20260430-180733_Recording)
You had to dig,
34:13
S…
Speaker 1 (GMT20260430-180733_Recording)
dig, dig into the order.
34:14
S…
Speaker 3 (GMT20260430-180733_Recording)
Because it's the same product name,
34:16
S…
Speaker 3 (GMT20260430-180733_Recording)
right, is what comes through on the reporting.
34:18
S…
Speaker 1 (GMT20260430-180733_Recording)
And the memo is somewhere weird.
34:21
S…
Speaker 1 (GMT20260430-180733_Recording)
So I don't know,
34:22
S…
Speaker 1 (GMT20260430-180733_Recording)
like something like that.
34:23
S…
Speaker 1 (GMT20260430-180733_Recording)
Could a tag be applied based on the option?
34:27
S…
Speaker 1 (GMT20260430-180733_Recording)
You know, Maggie would know because of the price that came through,
34:30
S…
Speaker 1 (GMT20260430-180733_Recording)
but for anybody else or any other,
34:33
S…
Speaker 1 (GMT20260430-180733_Recording)
like if it was an order form that had options
34:37
S…
Speaker 1 (GMT20260430-180733_Recording)
where the prices were the same,
34:38
S…
Speaker 1 (GMT20260430-180733_Recording)
but I want class one or class two or class three,
34:41
S…
Speaker 1 (GMT20260430-180733_Recording)
how would I know which one they chose?
34:44
S…
Speaker 1 (GMT20260430-180733_Recording)
You can't,
34:45
S…
Speaker 1 (GMT20260430-180733_Recording)
you know,
34:45
S…
Speaker 1 (GMT20260430-180733_Recording)
unless the price is what distinguished it.
34:48
S…
Speaker 1 (GMT20260430-180733_Recording)
So we just tend to not offer things that way.
34:52
S…
Speaker 3 (GMT20260430-180733_Recording)
And we don't want to be limited in what we do,
34:54
S…
Speaker 3 (GMT20260430-180733_Recording)
right? Because of this.
34:55
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah.
34:56
S…
Speaker 4 (GMT20260430-180733_Recording)
Yeah.
34:56
S…
Speaker 3 (GMT20260430-180733_Recording)
No, I get that.
34:57
S…
Speaker 1 (GMT20260430-180733_Recording)
Okay.
34:57
S…
Speaker 1 (GMT20260430-180733_Recording)
That's the ones that kind of keep coming back to me.
35:00
S…
Speaker 2 (GMT20260430-180733_Recording)
You know, but Laura,
35:00
S…
Speaker 2 (GMT20260430-180733_Recording)
why find it?
35:02
S…
Speaker 2 (GMT20260430-180733_Recording)
I'm like, I don't know.
35:02
S…
Speaker 2 (GMT20260430-180733_Recording)
I'm trying.
35:03
S…
Speaker 2 (GMT20260430-180733_Recording)
I'm trying to come up with different things.
35:06
S…
Speaker 2 (GMT20260430-180733_Recording)
So, so we're not limited because yeah,
35:09
S…
Speaker 2 (GMT20260430-180733_Recording)
we don't want to limit our sales team.
35:10
S…
Speaker 2 (GMT20260430-180733_Recording)
Same like with the subscription,
35:12
S…
Speaker 2 (GMT20260430-180733_Recording)
we say,
35:13
S…
Speaker 2 (GMT20260430-180733_Recording)
don't offer that first month free.
35:14
S…
Speaker 2 (GMT20260430-180733_Recording)
It's really hard for us.
35:16
S…
Speaker 2 (GMT20260430-180733_Recording)
They're like, don't limit us.
35:18
S…
Speaker 2 (GMT20260430-180733_Recording)
We want to off.
35:19
S…
Speaker 2 (GMT20260430-180733_Recording)
That's a, it's a good selling point for us.
35:21
S…
Speaker 3 (GMT20260430-180733_Recording)
For sure.
35:22
S…
Speaker 2 (GMT20260430-180733_Recording)
Get your first month free.
35:23
S…
Speaker 3 (GMT20260430-180733_Recording)
It's like,
35:24
S…
Speaker 2 (GMT20260430-180733_Recording)
if you could help us come up with a way to set up an automatic subscription.
35:28
S…
Speaker 2 (GMT20260430-180733_Recording)
That would account for that.
35:29
S…
Speaker 5 (GMT20260430-180733_Recording)
Yes.
35:30
S…
Speaker 1 (GMT20260430-180733_Recording)
I already have that in mind on how to do that.
35:32
S…
Speaker 5 (GMT20260430-180733_Recording)
See?
35:33
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah.
35:33
S…
Speaker 5 (GMT20260430-180733_Recording)
Yeah.
35:34
S…
Speaker 1 (GMT20260430-180733_Recording)
We'll do an action set.
35:36
S…
Speaker 1 (GMT20260430-180733_Recording)
That's what's coming to my mind.
35:37
S…
Speaker 1 (GMT20260430-180733_Recording)
So that way,
35:39
S…
Speaker 1 (GMT20260430-180733_Recording)
that's why I was asking if you did any tagging Maggie,
35:41
S…
Speaker 1 (GMT20260430-180733_Recording)
because we need something to still start it,
35:43
S…
Speaker 1 (GMT20260430-180733_Recording)
but I can build us an action set that says in 30 days,
35:46
S…
Speaker 1 (GMT20260430-180733_Recording)
start the subscription and then have it automatically going.
35:49
S…
Speaker 1 (GMT20260430-180733_Recording)
So yeah, we can,
35:50
S…
Speaker 1 (GMT20260430-180733_Recording)
we'll play around with that.
35:51
S…
Speaker 5 (GMT20260430-180733_Recording)
Perfect.
35:53
S…
Speaker 5 (GMT20260430-180733_Recording)
Great.
35:55
S…
Speaker 3 (GMT20260430-180733_Recording)
All right.
35:56
S…
Speaker 2 (GMT20260430-180733_Recording)
So outside of.
35:59
S…
Speaker 2 (GMT20260430-180733_Recording)
At some point,
36:00
S…
Speaker 2 (GMT20260430-180733_Recording)
I would love to be able to get some better ideas about how we're using.
36:03
S…
Speaker 2 (GMT20260430-180733_Recording)
If there's a new product,
36:05
S…
Speaker 2 (GMT20260430-180733_Recording)
I'll set up the product.
36:06
S…
Speaker 2 (GMT20260430-180733_Recording)
I'll set up the order form for it.
36:13
S…
Speaker 2 (GMT20260430-180733_Recording)
And whoever's asking me for it will tell me if they need a payment plan with it or
36:17
S…
Speaker 2 (GMT20260430-180733_Recording)
if they need any discount codes associated with it.
36:21
S…
Speaker 2 (GMT20260430-180733_Recording)
So we just set up like a Google form and all the info comes to me.
36:25
S…
Speaker 2 (GMT20260430-180733_Recording)
What images do you want?
36:26
S…
Speaker 2 (GMT20260430-180733_Recording)
What do you want the thank you page to say?
36:28
S…
Speaker 2 (GMT20260430-180733_Recording)
Do you want anybody to be notified?
36:29
S…
Speaker 2 (GMT20260430-180733_Recording)
It all comes to me and I can set it up.
36:32
S…
Speaker 1 (GMT20260430-180733_Recording)
And you guys don't need to charge tax,
36:34
S…
Speaker 1 (GMT20260430-180733_Recording)
right? You're not charging tax?
36:36
S…
Speaker 3 (GMT20260430-180733_Recording)
No.
36:36
S…
Speaker 5 (GMT20260430-180733_Recording)
Okay. Right,
36:39
S…
Speaker 2 (GMT20260430-180733_Recording)
Maggie? We're not charging sales.
36:41
S…
Speaker 5 (GMT20260430-180733_Recording)
Correct. Okay.
36:43
S…
Speaker 4 (GMT20260430-180733_Recording)
Yeah, I would say payment.
36:45
S…
Speaker 4 (GMT20260430-180733_Recording)
We are also a very heavy payment plan and promo code company.
36:48
S…
Speaker 4 (GMT20260430-180733_Recording)
We they just like to you can pay however many months you want for the rest of your life
36:53
S…
Speaker 4 (GMT20260430-180733_Recording)
and we just have to make it work.
36:54
S…
Speaker 4 (GMT20260430-180733_Recording)
So I think that's why I've always done it manually,
36:56
S…
Speaker 4 (GMT20260430-180733_Recording)
because I never know what they're going to offer.
36:59
S…
Speaker 4 (GMT20260430-180733_Recording)
Right now we have 12 month payment plans,
37:02
S…
Speaker 4 (GMT20260430-180733_Recording)
which just mess up my others,
37:04
S…
Speaker 4 (GMT20260430-180733_Recording)
my deferred revenue workbook.
37:06
S…
Speaker 4 (GMT20260430-180733_Recording)
But but we do.
37:07
S…
Speaker 4 (GMT20260430-180733_Recording)
They just love the payment plans.
37:09
S…
Speaker 4 (GMT20260430-180733_Recording)
They love the promo code.
37:10
S…
Speaker 4 (GMT20260430-180733_Recording)
So Laura and I are always just making.
37:12
S…
Speaker 4 (GMT20260430-180733_Recording)
trying to make it work with whatever the sales team does.
37:14
S…
Speaker 3 (GMT20260430-180733_Recording)
Yeah,
37:15
S…
Speaker 1 (GMT20260430-180733_Recording)
that is hard.
37:16
S…
Speaker 1 (GMT20260430-180733_Recording)
You know, that does limit sometimes automation,
37:18
S…
Speaker 1 (GMT20260430-180733_Recording)
you know,
37:19
S…
Speaker 1 (GMT20260430-180733_Recording)
but, you know,
37:20
S…
Speaker 1 (GMT20260430-180733_Recording)
I also get where the sales team is coming from.
37:22
S…
Speaker 1 (GMT20260430-180733_Recording)
So some of that you're right is just,
37:25
S…
Speaker 1 (GMT20260430-180733_Recording)
there comes a point where,
37:27
S…
Speaker 1 (GMT20260430-180733_Recording)
yeah, some of it,
37:27
S…
Speaker 1 (GMT20260430-180733_Recording)
we just have to have a process for doing it manually.
37:30
S…
Speaker 1 (GMT20260430-180733_Recording)
There's just no way around it,
37:31
S…
Speaker 1 (GMT20260430-180733_Recording)
but we can look and see,
37:32
S…
Speaker 1 (GMT20260430-180733_Recording)
you know,
37:33
S…
Speaker 1 (GMT20260430-180733_Recording)
the majority of stuff,
37:35
S…
Speaker 1 (GMT20260430-180733_Recording)
what can we automate so that it's not,
37:37
S…
Speaker 1 (GMT20260430-180733_Recording)
you know.
37:38
S…
Speaker 1 (GMT20260430-180733_Recording)
So it's less of that and only when it's really those.
37:41
S…
Speaker 1 (GMT20260430-180733_Recording)
And maybe the sales team can even come up with a few different offers instead
37:46
S…
Speaker 1 (GMT20260430-180733_Recording)
of a whole, like they could just say,
37:48
S…
Speaker 1 (GMT20260430-180733_Recording)
okay, let's just pick a few of the most common offers so that we can build
37:52
S…
Speaker 1 (GMT20260430-180733_Recording)
a process or an automation around just those few.
37:56
S…
Speaker 2 (GMT20260430-180733_Recording)
Yeah, it's become pretty standard.
37:58
S…
Speaker 2 (GMT20260430-180733_Recording)
First month is free.
37:59
S…
Speaker 2 (GMT20260430-180733_Recording)
We've asked no and they're kind of like,
38:02
S…
Speaker 2 (GMT20260430-180733_Recording)
yeah, we really do need that.
38:04
S…
Speaker 2 (GMT20260430-180733_Recording)
So that's becoming pretty standard.
38:06
S…
Speaker 3 (GMT20260430-180733_Recording)
But,
38:06
S…
Speaker 2 (GMT20260430-180733_Recording)
you know, you'll set it up for that and then it'll come and it'll be like,
38:10
S…
Speaker 2 (GMT20260430-180733_Recording)
nope, actually,
38:10
S…
Speaker 2 (GMT20260430-180733_Recording)
it's always first month free if applying by,
38:13
S…
Speaker 3 (GMT20260430-180733_Recording)
you know.
38:14
S…
Speaker 1 (GMT20260430-180733_Recording)
So it's kind of like their driver to get people to sign up.
38:18
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah.
38:18
S…
Speaker 2 (GMT20260430-180733_Recording)
And it works.
38:20
S…
Speaker 1 (GMT20260430-180733_Recording)
It does.
38:21
S…
Speaker 5 (GMT20260430-180733_Recording)
Yeah.
38:23
S…
Speaker 1 (GMT20260430-180733_Recording)
Money works when we're telling somebody for free.
38:27
S…
Speaker 2 (GMT20260430-180733_Recording)
So outside of that,
38:29
S…
Speaker 2 (GMT20260430-180733_Recording)
I think that kind of gives a good overview there.
38:33
S…
Speaker 2 (GMT20260430-180733_Recording)
I would just love at some point to look through how
38:37
S…
Speaker 2 (GMT20260430-180733_Recording)
to make order forms and products,
38:39
S…
Speaker 2 (GMT20260430-180733_Recording)
that kind of a thing to get that,
38:41
S…
Speaker 2 (GMT20260430-180733_Recording)
make sure we're doing it as well as we can,
38:44
S…
Speaker 2 (GMT20260430-180733_Recording)
that there's not other things.
38:49
S…
Speaker 2 (GMT20260430-180733_Recording)
purchase options or actions,
38:51
S…
Speaker 2 (GMT20260430-180733_Recording)
like any,
38:51
S…
Speaker 2 (GMT20260430-180733_Recording)
how would I set it up that anytime this product is purchased,
38:55
S…
Speaker 2 (GMT20260430-180733_Recording)
these things happen?
38:56
S…
Speaker 3 (GMT20260430-180733_Recording)
You know,
38:58
S…
Speaker 2 (GMT20260430-180733_Recording)
you'll talk with Hillary next and she'll say,
39:00
S…
Speaker 3 (GMT20260430-180733_Recording)
you know,
39:00
S…
Speaker 2 (GMT20260430-180733_Recording)
Laura's setting up the product.
39:02
S…
Speaker 2 (GMT20260430-180733_Recording)
I'm setting up the automation to market that product.
39:05
S…
Speaker 2 (GMT20260430-180733_Recording)
How do we make sure they end up,
39:07
S…
Speaker 2 (GMT20260430-180733_Recording)
you know, she's got like an entry point.
39:09
S…
Speaker 2 (GMT20260430-180733_Recording)
If they purchase,
39:10
S…
Speaker 2 (GMT20260430-180733_Recording)
they come through.
39:11
S…
Speaker 2 (GMT20260430-180733_Recording)
But if I add it manually at $0,
39:13
S…
Speaker 2 (GMT20260430-180733_Recording)
they don't fall in.
39:16
S…
Speaker 2 (GMT20260430-180733_Recording)
had that happen a few times.
39:18
S…
Speaker 2 (GMT20260430-180733_Recording)
We didn't realize.
39:19
S…
Speaker 1 (GMT20260430-180733_Recording)
So is she setting when she puts her product goal that a zero
39:23
S…
Speaker 1 (GMT20260430-180733_Recording)
dollar counts towards that trigger?
39:26
S…
Speaker 3 (GMT20260430-180733_Recording)
See,
39:27
S…
Speaker 2 (GMT20260430-180733_Recording)
you probably hit it right there.
39:29
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah, there's just an option when she's building that instead of just,
39:32
S…
Speaker 1 (GMT20260430-180733_Recording)
yeah, there's one that I think that says like $0 that it would still bring them
39:36
S…
Speaker 1 (GMT20260430-180733_Recording)
in. Yeah,
39:37
S…
Speaker 2 (GMT20260430-180733_Recording)
we couldn't figure out why on earth,
39:39
S…
Speaker 3 (GMT20260430-180733_Recording)
you know,
39:40
S…
Speaker 2 (GMT20260430-180733_Recording)
and the people who are getting it for $0 are our top tier
39:44
S…
Speaker 2 (GMT20260430-180733_Recording)
clients.
39:44
S…
Speaker 2 (GMT20260430-180733_Recording)
I'm adding it to their account because it's part of their membership.
39:48
S…
Speaker 2 (GMT20260430-180733_Recording)
So I'm going in and just putting it in at $0,
39:50
S…
Speaker 2 (GMT20260430-180733_Recording)
assuming they're going to get all the follow up communication.
39:53
S…
Speaker 2 (GMT20260430-180733_Recording)
And then we hear like,
39:54
S…
Speaker 1 (GMT20260430-180733_Recording)
they didn't get it.
39:56
S…
Speaker 3 (GMT20260430-180733_Recording)
They didn't get anything.
39:56
S…
Speaker 2 (GMT20260430-180733_Recording)
And we can't figure out why.
39:58
S…
Speaker 1 (GMT20260430-180733_Recording)
And I mean,
39:59
S…
Speaker 1 (GMT20260430-180733_Recording)
it's not that you're,
40:00
S…
Speaker 1 (GMT20260430-180733_Recording)
I mean,
40:01
S…
Speaker 1 (GMT20260430-180733_Recording)
yeah, so you're actually processing them.
40:04
S…
Speaker 1 (GMT20260430-180733_Recording)
They're just paying zero,
40:05
S…
Speaker 1 (GMT20260430-180733_Recording)
right?
40:05
S…
Speaker 3 (GMT20260430-180733_Recording)
Yeah.
40:06
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah.
40:06
S…
Speaker 1 (GMT20260430-180733_Recording)
So there should be a way to do that.
40:08
S…
Speaker 3 (GMT20260430-180733_Recording)
Yeah.
40:09
S…
Speaker 5 (GMT20260430-180733_Recording)
All right.
40:11
S…
Speaker 5 (GMT20260430-180733_Recording)
Yeah,
40:14
S…
Speaker 1 (GMT20260430-180733_Recording)
we should be able to just kind of have that goal be that it also
40:18
S…
Speaker 1 (GMT20260430-180733_Recording)
includes anybody with zero dollar.
40:20
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah.
40:21
S…
Speaker 2 (GMT20260430-180733_Recording)
A concept I hadn't heard before.
40:23
S…
Speaker 2 (GMT20260430-180733_Recording)
There we go.
40:23
S…
Speaker 2 (GMT20260430-180733_Recording)
It's not glitching.
40:25
S…
Speaker 1 (GMT20260430-180733_Recording)
No,
40:25
S…
Speaker 2 (GMT20260430-180733_Recording)
the answer always comes back.
40:27
S…
Speaker 2 (GMT20260430-180733_Recording)
It's glitching.
40:28
S…
Speaker 2 (GMT20260430-180733_Recording)
It doesn't work.
40:28
S…
Speaker 2 (GMT20260430-180733_Recording)
It doesn't work.
40:30
S…
Speaker 2 (GMT20260430-180733_Recording)
I did everything right.
40:31
S…
Speaker 2 (GMT20260430-180733_Recording)
It doesn't work.
40:32
S…
Speaker 3 (GMT20260430-180733_Recording)
Okay.
40:33
S…
Speaker 2 (GMT20260430-180733_Recording)
Maggie,
40:35
S…
Speaker 2 (GMT20260430-180733_Recording)
is there anything else you can think of as we've been chit -chatting here?
40:38
S…
Speaker 5 (GMT20260430-180733_Recording)
No,
40:40
S…
Speaker 4 (GMT20260430-180733_Recording)
this has been great.
40:43
S…
Speaker 4 (GMT20260430-180733_Recording)
And I, you know,
40:44
S…
Speaker 4 (GMT20260430-180733_Recording)
Lauren, you, you and I have talked.
40:47
S…
Speaker 4 (GMT20260430-180733_Recording)
I don't have,
40:48
S…
Speaker 4 (GMT20260430-180733_Recording)
I don't really have a ton of pain points.
40:50
S…
Speaker 4 (GMT20260430-180733_Recording)
It's just, I love this conversation because it just adds,
40:52
S…
Speaker 4 (GMT20260430-180733_Recording)
I mean, even if we have an automated email that goes out
40:56
S…
Speaker 4 (GMT20260430-180733_Recording)
before the annual fees or just have a few things,
41:00
S…
Speaker 4 (GMT20260430-180733_Recording)
I mean, that will just be so helpful to me.
41:03
S…
Speaker 4 (GMT20260430-180733_Recording)
I know, Laura,
41:04
S…
Speaker 4 (GMT20260430-180733_Recording)
the order forms and some of that stuff is just much more of the heavier piece,
41:07
S…
Speaker 4 (GMT20260430-180733_Recording)
not so much my piece of it.
41:09
S…
Speaker 4 (GMT20260430-180733_Recording)
So, you know,
41:11
S…
Speaker 4 (GMT20260430-180733_Recording)
I do, I just want AR to kind of always be the back of our mind
41:15
S…
Speaker 4 (GMT20260430-180733_Recording)
of as AR grows.
41:17
S…
Speaker 4 (GMT20260430-180733_Recording)
Is there just,
41:18
S…
Speaker 4 (GMT20260430-180733_Recording)
you know, just automation?
41:19
S…
Speaker 1 (GMT20260430-180733_Recording)
And I would say you are running the AR
41:23
S…
Speaker 4 (GMT20260430-180733_Recording)
record, right?
41:26
S…
Speaker 2 (GMT20260430-180733_Recording)
I'm sorry.
41:27
S…
Speaker 1 (GMT20260430-180733_Recording)
I think you got a slight delay.
41:29
S…
Speaker 1 (GMT20260430-180733_Recording)
I didn't mean to talk over you.
41:30
S…
Speaker 1 (GMT20260430-180733_Recording)
But yeah, I think Laura had mentioned that you guys are looking at that because that's going to be
41:34
S…
Speaker 1 (GMT20260430-180733_Recording)
your best bet to make sure that you're using that as kind of your checks and balances
41:38
S…
Speaker 1 (GMT20260430-180733_Recording)
with everything.
41:39
S…
Speaker 5 (GMT20260430-180733_Recording)
Yeah.
41:41
S…
Speaker 4 (GMT20260430-180733_Recording)
I am so sorry about my internet.
41:45
S…
Speaker 4 (GMT20260430-180733_Recording)
Sorry about my internet today.
41:47
S…
Speaker 4 (GMT20260430-180733_Recording)
I don't know what's happening.
41:49
S…
Speaker 1 (GMT20260430-180733_Recording)
No worries.
41:50
S…
Speaker 1 (GMT20260430-180733_Recording)
Stuff we can't control,
41:51
S…
Speaker 1 (GMT20260430-180733_Recording)
right?
41:52
S…
Speaker 1 (GMT20260430-180733_Recording)
The joys of working remotely.
41:56
S…
Speaker 1 (GMT20260430-180733_Recording)
We sometimes have days where we can't control that.
42:00
S…
Speaker 5 (GMT20260430-180733_Recording)
Laura,
42:02
S…
Speaker 4 (GMT20260430-180733_Recording)
I will jump off.
42:02
S…
Speaker 3 (GMT20260430-180733_Recording)
I was going to say,
42:04
S…
Speaker 2 (GMT20260430-180733_Recording)
I wish I could see days that we really want.
42:07
S…
Speaker 2 (GMT20260430-180733_Recording)
Like, no,
42:08
S…
Speaker 1 (GMT20260430-180733_Recording)
not that. It is,
42:08
S…
Speaker 4 (GMT20260430-180733_Recording)
right? I know.
42:10
S…
Speaker 4 (GMT20260430-180733_Recording)
I never have these kind of meetings.
42:12
S…
Speaker 4 (GMT20260430-180733_Recording)
But Laura,
42:14
S…
Speaker 4 (GMT20260430-180733_Recording)
I'm going to jump off because I know you guys have your next call.
42:18
S…
Speaker 4 (GMT20260430-180733_Recording)
And, but thank you so much.
42:20
S…
Speaker 4 (GMT20260430-180733_Recording)
And I will jump on any meeting you guys want.
42:22
S…
Speaker 1 (GMT20260430-180733_Recording)
Thank you.
42:23
S…
Speaker 4 (GMT20260430-180733_Recording)
I'm happy.
42:24
S…
Speaker 1 (GMT20260430-180733_Recording)
Yeah, Maggie.
42:24
S…
Speaker 4 (GMT20260430-180733_Recording)
So much.
42:25
S…
Speaker 5 (GMT20260430-180733_Recording)
No,
42:26
S…
Speaker 1 (GMT20260430-180733_Recording)
I appreciate your time.
42:27
S…
Speaker 1 (GMT20260430-180733_Recording)
Thank you for sharing with that.
42:28
S…
Speaker 1 (GMT20260430-180733_Recording)
And yeah, I'll probably want us to hop back on.
42:30
S…
Speaker 1 (GMT20260430-180733_Recording)
And, you know,
42:31
S…
Speaker 1 (GMT20260430-180733_Recording)
maybe once I start kind of looking at those reminders,
42:34
S…
Speaker 1 (GMT20260430-180733_Recording)
we could work together on,
42:35
S…
Speaker 1 (GMT20260430-180733_Recording)
you know, what,
42:36
S…
Speaker 1 (GMT20260430-180733_Recording)
what that would look like and build that together.
42:38
S…
Speaker 1 (GMT20260430-180733_Recording)
So yeah, happy to happy to help any way I can.
42:41
S…
Speaker 5 (GMT20260430-180733_Recording)
Okay.
42:42
S…
Speaker 1 (GMT20260430-180733_Recording)
Nice to meet you.
42:44
S…
Speaker 1 (GMT20260430-180733_Recording)
Thank you.
42:46
S…
Speaker 3 (GMT20260430-180733_Recording)
Hi, Maggie.
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