GMT20260423-211905_Recording
May 08, 2026 21:44
· 51:20
· English
· Whisper Turbo
· 6 speakers
इस हस्तलिपि का समय ख़त्म हो गया. 28 दिन.
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0:00
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Speaker 3 (GMT20260423-211905_Recording)
appreciate sometimes when I can't understand what the heck I just wrote.
0:04
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Speaker 2 (GMT20260423-211905_Recording)
I can go back and say,
0:06
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Speaker 2 (GMT20260423-211905_Recording)
what was I,
0:07
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Speaker 2 (GMT20260423-211905_Recording)
what was I saying there?
0:08
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Speaker 1 (GMT20260423-211905_Recording)
I need to set you up as a user or.
0:12
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Speaker 1 (GMT20260423-211905_Recording)
Yes.
0:12
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Speaker 5 (GMT20260423-211905_Recording)
Okay.
0:13
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Speaker 1 (GMT20260423-211905_Recording)
Not because you're not a keep.
0:15
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Speaker 6 (GMT20260423-211905_Recording)
No.
0:15
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Speaker 1 (GMT20260423-211905_Recording)
Yeah.
0:16
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Speaker 3 (GMT20260423-211905_Recording)
No, I don't,
0:16
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Speaker 3 (GMT20260423-211905_Recording)
we don't do that anymore.
0:17
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Speaker 3 (GMT20260423-211905_Recording)
It's between us.
0:18
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Speaker 3 (GMT20260423-211905_Recording)
It's not worth the,
0:19
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Speaker 3 (GMT20260423-211905_Recording)
the investment.
0:21
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Speaker 2 (GMT20260423-211905_Recording)
Okay.
0:23
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Speaker 3 (GMT20260423-211905_Recording)
all right I can do that okay so I would need a user or
0:27
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Speaker 3 (GMT20260423-211905_Recording)
I can even like I don't want you to have to go buy one um and
0:32
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Speaker 3 (GMT20260423-211905_Recording)
if you don't have any more I could possibly text Ben and say
0:36
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Speaker 3 (GMT20260423-211905_Recording)
Hey, while I'm helping them,
0:38
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Speaker 3 (GMT20260423-211905_Recording)
would you give us a free,
0:39
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Speaker 3 (GMT20260423-211905_Recording)
so let me know,
0:39
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Speaker 3 (GMT20260423-211905_Recording)
like if you don't have any more,
0:41
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Speaker 3 (GMT20260423-211905_Recording)
don't pay yet.
0:42
S…
Speaker 3 (GMT20260423-211905_Recording)
We can either,
0:43
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Speaker 3 (GMT20260423-211905_Recording)
I'll ask Ben and see if he can work something and give us like a three month,
0:47
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Speaker 3 (GMT20260423-211905_Recording)
you know,
0:48
S…
Speaker 3 (GMT20260423-211905_Recording)
extra user,
0:49
S…
Speaker 3 (GMT20260423-211905_Recording)
or I could log in as you or somebody else.
0:53
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Speaker 2 (GMT20260423-211905_Recording)
If you're okay.
0:54
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Speaker 1 (GMT20260423-211905_Recording)
Either way is fine.
0:55
S…
Speaker 1 (GMT20260423-211905_Recording)
I know we don't,
0:56
S…
Speaker 1 (GMT20260423-211905_Recording)
and currently there's,
0:59
S…
Speaker 1 (GMT20260423-211905_Recording)
it's.
0:59
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Speaker 1 (GMT20260423-211905_Recording)
We're set up with more users than we need.
1:02
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Speaker 1 (GMT20260423-211905_Recording)
It's so silly.
1:03
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Speaker 1 (GMT20260423-211905_Recording)
It almost became like a pride thing.
1:05
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Speaker 1 (GMT20260423-211905_Recording)
Well, I need my own account.
1:06
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Speaker 1 (GMT20260423-211905_Recording)
I'm like, you guys don't.
1:08
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Speaker 2 (GMT20260423-211905_Recording)
You don't.
1:09
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Speaker 1 (GMT20260423-211905_Recording)
You can share them,
1:10
S…
Speaker 1 (GMT20260423-211905_Recording)
but that's okay.
1:11
S…
Speaker 1 (GMT20260423-211905_Recording)
You're welcome to use mine.
1:16
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Speaker 1 (GMT20260423-211905_Recording)
If Benjamin doesn't have one for you.
1:18
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Speaker 1 (GMT20260423-211905_Recording)
The only thing is they're getting stinkier about verification
1:22
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Speaker 1 (GMT20260423-211905_Recording)
codes.
1:23
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Speaker 3 (GMT20260423-211905_Recording)
So that is the only downside.
1:25
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Speaker 3 (GMT20260423-211905_Recording)
I agree.
1:26
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Speaker 2 (GMT20260423-211905_Recording)
Yeah.
1:26
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Speaker 2 (GMT20260423-211905_Recording)
Yeah.
1:27
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Speaker 3 (GMT20260423-211905_Recording)
We run into that with our team.
1:29
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Speaker 3 (GMT20260423-211905_Recording)
It's like, I feel bad because they'll need a code and it has come to me and I
1:33
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Speaker 3 (GMT20260423-211905_Recording)
don't see it.
1:33
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Speaker 3 (GMT20260423-211905_Recording)
You know, I'm like,
1:34
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Speaker 3 (GMT20260423-211905_Recording)
oh, 10 minutes has passed.
1:35
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Speaker 3 (GMT20260423-211905_Recording)
Let me first ask.
1:37
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Speaker 1 (GMT20260423-211905_Recording)
We can always just text me,
1:40
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Speaker 1 (GMT20260423-211905_Recording)
you know, because I have my email on my phone.
1:42
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Speaker 1 (GMT20260423-211905_Recording)
So you can just say,
1:44
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Speaker 1 (GMT20260423-211905_Recording)
hey, Laura.
1:45
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Speaker 1 (GMT20260423-211905_Recording)
Did you get a code real quick?
1:46
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Speaker 1 (GMT20260423-211905_Recording)
And I could easily just text it right back.
1:48
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Speaker 3 (GMT20260423-211905_Recording)
What is your number,
1:49
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Speaker 1 (GMT20260423-211905_Recording)
Laura?
1:49
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Speaker 3 (GMT20260423-211905_Recording)
And I'm going to save that here in my notes.
1:51
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Speaker 4 (GMT20260423-211905_Recording)
Okay.
1:52
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Speaker 1 (GMT20260423-211905_Recording)
608 -792 -4005.
1:57
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Speaker 4 (GMT20260423-211905_Recording)
Okay,
1:59
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Speaker 3 (GMT20260423-211905_Recording)
great. So text.
2:00
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Speaker 2 (GMT20260423-211905_Recording)
Okay,
2:03
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Speaker 1 (GMT20260423-211905_Recording)
great.
2:04
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Speaker 2 (GMT20260423-211905_Recording)
Perfect.
2:05
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Speaker 3 (GMT20260423-211905_Recording)
So I will first ask Ben if I could get like a 90 -day free
2:10
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Speaker 3 (GMT20260423-211905_Recording)
user account.
2:11
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Speaker 3 (GMT20260423-211905_Recording)
If not,
2:11
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Speaker 3 (GMT20260423-211905_Recording)
we'll just use yours.
2:14
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Speaker 5 (GMT20260423-211905_Recording)
Okay.
2:17
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Speaker 1 (GMT20260423-211905_Recording)
Perfect.
2:17
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Speaker 3 (GMT20260423-211905_Recording)
So that would be the first thing.
2:19
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Speaker 3 (GMT20260423-211905_Recording)
Kind of going back to what I had in my notes
2:23
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Speaker 3 (GMT20260423-211905_Recording)
and kind of like our scope,
2:24
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Speaker 3 (GMT20260423-211905_Recording)
it was phase one,
2:26
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Speaker 3 (GMT20260423-211905_Recording)
we were going to kind of look at the structure and how things are
2:30
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Speaker 3 (GMT20260423-211905_Recording)
happening now.
2:31
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Speaker 3 (GMT20260423-211905_Recording)
What's the process?
2:33
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Speaker 3 (GMT20260423-211905_Recording)
So I think for me,
2:34
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Speaker 3 (GMT20260423-211905_Recording)
what I would really like to understand,
2:37
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Speaker 3 (GMT20260423-211905_Recording)
and I think what you and I can do,
2:40
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Speaker 3 (GMT20260423-211905_Recording)
Laura, is determine.
2:42
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Speaker 3 (GMT20260423-211905_Recording)
what parts of the apps do we want to start with,
2:44
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Speaker 3 (GMT20260423-211905_Recording)
right? So I know we talked about billing.
2:46
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Speaker 3 (GMT20260423-211905_Recording)
We talked about automations.
2:48
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Speaker 3 (GMT20260423-211905_Recording)
I think those were kind of the two big things.
2:52
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Speaker 3 (GMT20260423-211905_Recording)
The e -com side,
2:54
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Speaker 3 (GMT20260423-211905_Recording)
how is all that happening?
2:55
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Speaker 3 (GMT20260423-211905_Recording)
And then the automations and looking at all of that.
2:59
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Speaker 3 (GMT20260423-211905_Recording)
So I would love to first,
3:01
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Speaker 3 (GMT20260423-211905_Recording)
part of what I like to do is I like to get in and look and peek around.
3:05
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Speaker 3 (GMT20260423-211905_Recording)
So I want to start looking inside the campaigns.
3:10
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Speaker 3 (GMT20260423-211905_Recording)
How are things working?
3:12
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Speaker 3 (GMT20260423-211905_Recording)
What, how is it being set up?
3:14
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Speaker 3 (GMT20260423-211905_Recording)
So I want to kind of explore for a few hours.
3:16
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Speaker 3 (GMT20260423-211905_Recording)
That's where I like to start.
3:17
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Speaker 4 (GMT20260423-211905_Recording)
Okay.
3:18
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Speaker 1 (GMT20260423-211905_Recording)
And keep in mind then too,
3:20
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Speaker 1 (GMT20260423-211905_Recording)
like we do need to get a naming structure.
3:23
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Speaker 1 (GMT20260423-211905_Recording)
We need, we need to bring structure to how things are going.
3:26
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Speaker 1 (GMT20260423-211905_Recording)
So the way I see it,
3:29
S…
Speaker 1 (GMT20260423-211905_Recording)
sixth division,
3:30
S…
Speaker 1 (GMT20260423-211905_Recording)
luckily we started with them right away,
3:32
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Speaker 1 (GMT20260423-211905_Recording)
even though it was there.
3:34
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Speaker 1 (GMT20260423-211905_Recording)
It was a little tumultuous getting going with them,
3:37
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Speaker 1 (GMT20260423-211905_Recording)
but they built,
3:38
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Speaker 1 (GMT20260423-211905_Recording)
what they built for us is strong and is still running.
3:41
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Speaker 1 (GMT20260423-211905_Recording)
And I've been able to tweak things.
3:44
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Speaker 1 (GMT20260423-211905_Recording)
And then Randy and Hillary started
3:48
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Speaker 1 (GMT20260423-211905_Recording)
building automations and they kind of looked at what Sixth Division did and were trying to
3:52
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Speaker 1 (GMT20260423-211905_Recording)
emulate it, but it's gotten out of whack.
3:58
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Speaker 1 (GMT20260423-211905_Recording)
They tried some of the naming and Benjamin said
4:02
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Speaker 1 (GMT20260423-211905_Recording)
there's just a few like hygiene things that just aren't happening there.
4:06
S…
Speaker 1 (GMT20260423-211905_Recording)
So the sixth division stuff looks good and fine.
4:10
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Speaker 1 (GMT20260423-211905_Recording)
It's coming up with a structure that
4:16
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Speaker 1 (GMT20260423-211905_Recording)
can be our base.
4:16
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Speaker 1 (GMT20260423-211905_Recording)
Like, okay, when you're building or naming going forward,
4:19
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Speaker 1 (GMT20260423-211905_Recording)
let's do this.
4:20
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Speaker 1 (GMT20260423-211905_Recording)
And I don't really know how to transition completely away from sixth
4:24
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Speaker 1 (GMT20260423-211905_Recording)
division or do we kind of.
4:27
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Speaker 1 (GMT20260423-211905_Recording)
I don't know something that is more user friendly.
4:30
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Speaker 3 (GMT20260423-211905_Recording)
And so do you think that that's part of the is
4:34
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Speaker 3 (GMT20260423-211905_Recording)
that part of the issue do you feel is that what they is it
4:38
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Speaker 3 (GMT20260423-211905_Recording)
just too over complicated what they've built sixth division as far as like,
4:42
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Speaker 3 (GMT20260423-211905_Recording)
I'm curious,
4:43
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Speaker 3 (GMT20260423-211905_Recording)
like, why do you think people haven't stuck with it?
4:46
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Speaker 1 (GMT20260423-211905_Recording)
They, so the ones that are building now never learned
4:50
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Speaker 1 (GMT20260423-211905_Recording)
what six, they weren't there.
4:52
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Speaker 1 (GMT20260423-211905_Recording)
They didn't,
4:53
S…
Speaker 1 (GMT20260423-211905_Recording)
they never learned the six division mindset.
4:56
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Speaker 1 (GMT20260423-211905_Recording)
They just,
4:57
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Speaker 4 (GMT20260423-211905_Recording)
oh,
4:58
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Speaker 1 (GMT20260423-211905_Recording)
that automation started.
5:00
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Speaker 2 (GMT20260423-211905_Recording)
with the start tag okay we'll do a start tag and the um like categories are
5:04
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Speaker 2 (GMT20260423-211905_Recording)
all messed up and
5:06
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Speaker 2 (GMT20260423-211905_Recording)
And the six division things were so complex.
5:09
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Speaker 2 (GMT20260423-211905_Recording)
It's like you get the first part of it and things are working well.
5:13
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Speaker 2 (GMT20260423-211905_Recording)
Like Benjamin said,
5:15
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Speaker 2 (GMT20260423-211905_Recording)
there's a lot of campaigns where there's no exit.
5:18
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Speaker 2 (GMT20260423-211905_Recording)
Like every campaign should have an automation.
5:20
S…
Speaker 2 (GMT20260423-211905_Recording)
Everyone should have an exit.
5:22
S…
Speaker 2 (GMT20260423-211905_Recording)
They shouldn't be living in there.
5:24
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Speaker 2 (GMT20260423-211905_Recording)
But if you use it again or make a copy of it.
5:27
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Speaker 1 (GMT20260423-211905_Recording)
Yeah.
5:28
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Speaker 2 (GMT20260423-211905_Recording)
Yeah.
5:28
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Speaker 2 (GMT20260423-211905_Recording)
Just silly things like that where I know the six division
5:33
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Speaker 1 (GMT20260423-211905_Recording)
ones.
5:33
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Speaker 2 (GMT20260423-211905_Recording)
all had like at the end there's this big tag cleanup everything is
5:38
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Speaker 2 (GMT20260423-211905_Recording)
like there's um history tags that stay but people
5:42
S…
Speaker 2 (GMT20260423-211905_Recording)
go through it and come out and things are set up
5:46
S…
Speaker 2 (GMT20260423-211905_Recording)
So they don't accidentally come into it again and get double.
5:49
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Speaker 2 (GMT20260423-211905_Recording)
It's just a higher.
5:50
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Speaker 1 (GMT20260423-211905_Recording)
Yeah, so they probably got the decision diamond that they've already got the history tag.
5:54
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Speaker 1 (GMT20260423-211905_Recording)
Don't re -add them.
5:55
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Speaker 2 (GMT20260423-211905_Recording)
Yeah,
5:56
S…
Speaker 1 (GMT20260423-211905_Recording)
yeah.
5:56
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Speaker 2 (GMT20260423-211905_Recording)
So there's a lot of neat things that way that I can see are strong.
6:00
S…
Speaker 2 (GMT20260423-211905_Recording)
And I know that kind of stuff isn't going forward.
6:03
S…
Speaker 2 (GMT20260423-211905_Recording)
And I feel like what's being built currently is for current
6:08
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Speaker 1 (GMT20260423-211905_Recording)
needs.
6:08
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Speaker 2 (GMT20260423-211905_Recording)
Right now, what do I need it to do?
6:10
S…
Speaker 2 (GMT20260423-211905_Recording)
Okay, good.
6:11
S…
Speaker 2 (GMT20260423-211905_Recording)
And when you're in the thick of it and things are going off,
6:17
S…
Speaker 2 (GMT20260423-211905_Recording)
Well, let's do this quick workaround.
6:18
S…
Speaker 2 (GMT20260423-211905_Recording)
Let's do that.
6:20
S…
Speaker 2 (GMT20260423-211905_Recording)
They don't understand the sixth division
6:24
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Speaker 2 (GMT20260423-211905_Recording)
methodology,
6:25
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Speaker 2 (GMT20260423-211905_Recording)
I think is the problem.
6:27
S…
Speaker 2 (GMT20260423-211905_Recording)
So like I'll see things.
6:29
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Speaker 2 (GMT20260423-211905_Recording)
I don't know how much you know it either.
6:33
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Speaker 2 (GMT20260423-211905_Recording)
I pulled I found something once like,
6:35
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Speaker 1 (GMT20260423-211905_Recording)
you know,
6:36
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Speaker 2 (GMT20260423-211905_Recording)
they do numbering system with their tags.
6:38
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Speaker 2 (GMT20260423-211905_Recording)
So things sort well,
6:40
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Speaker 2 (GMT20260423-211905_Recording)
which is huge and important.
6:44
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Speaker 2 (GMT20260423-211905_Recording)
And I love that.
6:45
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Speaker 2 (GMT20260423-211905_Recording)
So I could see it just doesn't make sense
6:49
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Speaker 2 (GMT20260423-211905_Recording)
to the girls going forward to just look at it when they're not looking at
6:53
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Speaker 2 (GMT20260423-211905_Recording)
a methodology.
6:54
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Speaker 2 (GMT20260423-211905_Recording)
They're just looking at automations that are built and they're just trying to copy pieces of
6:58
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Speaker 1 (GMT20260423-211905_Recording)
it. Yeah. And I think something that we can work together on is what
7:02
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Speaker 1 (GMT20260423-211905_Recording)
is that naming convention?
7:03
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Speaker 1 (GMT20260423-211905_Recording)
What would make most sense?
7:05
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Speaker 1 (GMT20260423-211905_Recording)
So we could kind of.
7:08
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Speaker 1 (GMT20260423-211905_Recording)
build that together you know maybe looking at expanding
7:12
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Speaker 1 (GMT20260423-211905_Recording)
upon what they've done but how can we maybe make it a little more clear to
7:17
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Speaker 1 (GMT20260423-211905_Recording)
those so that it's easier to use right like maybe sixth division
7:21
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Speaker 2 (GMT20260423-211905_Recording)
is the old way and here's our new way you know and that's fine you
7:26
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Speaker 2 (GMT20260423-211905_Recording)
know and that would be totally fine like let's leave that stuff there and leave it
7:30
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Speaker 2 (GMT20260423-211905_Recording)
running but here's what we're going to do going forward when you guys build going forward don't do any
7:34
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Speaker 2 (GMT20260423-211905_Recording)
of that old stuff anymore let's let's do it this way yeah
7:38
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Speaker 1 (GMT20260423-211905_Recording)
Yeah.
7:39
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Speaker 2 (GMT20260423-211905_Recording)
In maybe a way that makes more sense.
7:41
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Speaker 1 (GMT20260423-211905_Recording)
Like intuitively.
7:43
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Speaker 1 (GMT20260423-211905_Recording)
Right.
7:44
S…
Speaker 1 (GMT20260423-211905_Recording)
Exactly.
7:45
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Speaker 2 (GMT20260423-211905_Recording)
Makes more common sense where I don't think the.
7:47
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Speaker 1 (GMT20260423-211905_Recording)
Yeah, I agree.
7:48
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Speaker 1 (GMT20260423-211905_Recording)
So I have seen some of their stuff and I like the concept.
7:51
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Speaker 1 (GMT20260423-211905_Recording)
But yeah,
7:54
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Speaker 1 (GMT20260423-211905_Recording)
we have found.
7:56
S…
Speaker 1 (GMT20260423-211905_Recording)
We have found that,
7:57
S…
Speaker 1 (GMT20260423-211905_Recording)
yes, sometimes the numbering,
7:58
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Speaker 1 (GMT20260423-211905_Recording)
what happens is people don't know what number does it go in.
8:01
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Speaker 1 (GMT20260423-211905_Recording)
So then they don't use it because they're like,
8:03
S…
Speaker 1 (GMT20260423-211905_Recording)
I don't want to put it in the wrong area.
8:05
S…
Speaker 1 (GMT20260423-211905_Recording)
So sometimes not doing that,
8:07
S…
Speaker 1 (GMT20260423-211905_Recording)
but have it be more intuitive.
8:08
S…
Speaker 1 (GMT20260423-211905_Recording)
Like this is the category that we use for these.
8:10
S…
Speaker 1 (GMT20260423-211905_Recording)
And if you don't know,
8:11
S…
Speaker 1 (GMT20260423-211905_Recording)
ask, like ask,
8:14
S…
Speaker 1 (GMT20260423-211905_Recording)
you know?
8:15
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
8:16
S…
Speaker 2 (GMT20260423-211905_Recording)
It just,
8:16
S…
Speaker 2 (GMT20260423-211905_Recording)
you have to be trained on their methodology.
8:19
S…
Speaker 2 (GMT20260423-211905_Recording)
And then once you know it,
8:20
S…
Speaker 2 (GMT20260423-211905_Recording)
oh, it makes perfect sense.
8:22
S…
Speaker 2 (GMT20260423-211905_Recording)
When we worked with Sarah from Sixth Division,
8:24
S…
Speaker 2 (GMT20260423-211905_Recording)
oh, it made,
8:25
S…
Speaker 2 (GMT20260423-211905_Recording)
she loved it because she knew it.
8:27
S…
Speaker 1 (GMT20260423-211905_Recording)
She was trained on it.
8:28
S…
Speaker 2 (GMT20260423-211905_Recording)
And so everything made sense because she learned that way of seeing
8:33
S…
Speaker 1 (GMT20260423-211905_Recording)
it.
8:33
S…
Speaker 2 (GMT20260423-211905_Recording)
But you can't just look and keep and start to DIY
8:37
S…
Speaker 2 (GMT20260423-211905_Recording)
an automation and understand what that's all about.
8:42
S…
Speaker 2 (GMT20260423-211905_Recording)
So that's the one thing I can see.
8:44
S…
Speaker 2 (GMT20260423-211905_Recording)
Obviously, it's not being built in that same way,
8:46
S…
Speaker 2 (GMT20260423-211905_Recording)
nor I can't expect them to.
8:48
S…
Speaker 2 (GMT20260423-211905_Recording)
It's not like I said,
8:49
S…
Speaker 2 (GMT20260423-211905_Recording)
hey, guys, here's a sixth division building training I want
8:53
S…
Speaker 2 (GMT20260423-211905_Recording)
you to do.
8:54
S…
Speaker 2 (GMT20260423-211905_Recording)
There's nothing that way.
8:55
S…
Speaker 2 (GMT20260423-211905_Recording)
They want us to come back,
8:57
S…
Speaker 1 (GMT20260423-211905_Recording)
of course.
8:58
S…
Speaker 2 (GMT20260423-211905_Recording)
I am assuming this is.
9:01
S…
Speaker 1 (GMT20260423-211905_Recording)
Makes sense.
9:02
S…
Speaker 2 (GMT20260423-211905_Recording)
And I don't think they built it intent.
9:04
S…
Speaker 2 (GMT20260423-211905_Recording)
I mean, the intention was that they would always work
9:08
S…
Speaker 2 (GMT20260423-211905_Recording)
for you, but I,
9:09
S…
Speaker 2 (GMT20260423-211905_Recording)
it almost makes it seem like,
9:11
S…
Speaker 2 (GMT20260423-211905_Recording)
did they do it just a little complicated enough for you to need them?
9:15
S…
Speaker 1 (GMT20260423-211905_Recording)
Right.
9:17
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
9:18
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
9:19
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah. Yeah.
9:20
S…
Speaker 1 (GMT20260423-211905_Recording)
I have seen some and yeah,
9:21
S…
Speaker 1 (GMT20260423-211905_Recording)
it can be very like,
9:22
S…
Speaker 1 (GMT20260423-211905_Recording)
yeah, you have to really try to spend some time decoding.
9:28
S…
Speaker 2 (GMT20260423-211905_Recording)
And I can,
9:29
S…
Speaker 2 (GMT20260423-211905_Recording)
I can, I can go backwards and figure it out,
9:32
S…
Speaker 2 (GMT20260423-211905_Recording)
but then how do you start from scratch?
9:33
S…
Speaker 2 (GMT20260423-211905_Recording)
You know,
9:34
S…
Speaker 2 (GMT20260423-211905_Recording)
it's, I don't blame them in that regard.
9:36
S…
Speaker 2 (GMT20260423-211905_Recording)
They're starting from scratch.
9:38
S…
Speaker 2 (GMT20260423-211905_Recording)
How on earth could I expect them to understand what
9:43
S…
Speaker 2 (GMT20260423-211905_Recording)
was there?
9:43
S…
Speaker 1 (GMT20260423-211905_Recording)
So,
9:44
S…
Speaker 1 (GMT20260423-211905_Recording)
yeah.
9:45
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
9:46
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
9:47
S…
Speaker 2 (GMT20260423-211905_Recording)
So if I get you into the app,
9:49
S…
Speaker 2 (GMT20260423-211905_Recording)
that'll be super simple.
9:52
S…
Speaker 1 (GMT20260423-211905_Recording)
Yep.
9:53
S…
Speaker 1 (GMT20260423-211905_Recording)
So I'll text Ben,
9:54
S…
Speaker 1 (GMT20260423-211905_Recording)
ask him if we can,
9:55
S…
Speaker 1 (GMT20260423-211905_Recording)
if not, I'll describe yours.
9:59
S…
Speaker 1 (GMT20260423-211905_Recording)
So I think...
10:00
S…
Speaker 4 (GMT20260423-211905_Recording)
what would be great is for me to kind of look at some of the
10:04
S…
Speaker 4 (GMT20260423-211905_Recording)
most recent campaigns kind of start taking a peek at
10:08
S…
Speaker 4 (GMT20260423-211905_Recording)
what is currently being built.
10:11
S…
Speaker 4 (GMT20260423-211905_Recording)
Because that can tell me a lot right away as far
10:15
S…
Speaker 4 (GMT20260423-211905_Recording)
as, you know,
10:16
S…
Speaker 4 (GMT20260423-211905_Recording)
first thing I'm going to be looking for is any major red flags.
10:19
S…
Speaker 4 (GMT20260423-211905_Recording)
Like we discovered this other account,
10:23
S…
Speaker 4 (GMT20260423-211905_Recording)
their email,
10:24
S…
Speaker 4 (GMT20260423-211905_Recording)
some of their emails had not been going out in six months from their campaigns and
10:28
S…
Speaker 4 (GMT20260423-211905_Recording)
nobody knew,
10:29
S…
Speaker 4 (GMT20260423-211905_Recording)
nobody was checking.
10:32
S…
Speaker 4 (GMT20260423-211905_Recording)
heartbreaking yeah so just kind of like functionality like is everything
10:36
S…
Speaker 4 (GMT20260423-211905_Recording)
working is there you know like those are some of the first things i kind of want
10:40
S…
Speaker 4 (GMT20260423-211905_Recording)
to look at just to kind of triage and make sure there's nothing urgent glaring
10:44
S…
Speaker 4 (GMT20260423-211905_Recording)
that's like this is a major concern um because i didn't get that
10:48
S…
Speaker 4 (GMT20260423-211905_Recording)
from our initial original conversation that you thought that that was happening
10:53
S…
Speaker 4 (GMT20260423-211905_Recording)
like things are working but it would still
10:55
S…
Speaker 4 (GMT20260423-211905_Recording)
be good for me to take a peek just at the entire system itself
10:59
S…
Speaker 4 (GMT20260423-211905_Recording)
and make sure everything's configured correctly and things are firing
11:03
S…
Speaker 4 (GMT20260423-211905_Recording)
off as, as they should be.
11:05
S…
Speaker 2 (GMT20260423-211905_Recording)
Yeah.
11:06
S…
Speaker 2 (GMT20260423-211905_Recording)
You know,
11:06
S…
Speaker 1 (GMT20260423-211905_Recording)
so just to have in your mind,
11:07
S…
Speaker 1 (GMT20260423-211905_Recording)
like the, the engine that's running from six division,
11:12
S…
Speaker 1 (GMT20260423-211905_Recording)
that's, that seems to be working just fine.
11:14
S…
Speaker 1 (GMT20260423-211905_Recording)
It's, it's the newer automations.
11:16
S…
Speaker 1 (GMT20260423-211905_Recording)
They have like a short purpose for it,
11:18
S…
Speaker 5 (GMT20260423-211905_Recording)
you know,
11:19
S…
Speaker 1 (GMT20260423-211905_Recording)
that they're.
11:20
S…
Speaker 1 (GMT20260423-211905_Recording)
they tend to just cycle through a lot of them.
11:22
S…
Speaker 5 (GMT20260423-211905_Recording)
Like when you go look,
11:23
S…
Speaker 1 (GMT20260423-211905_Recording)
there's like loads of them.
11:25
S…
Speaker 1 (GMT20260423-211905_Recording)
I don't build anything.
11:26
S…
Speaker 1 (GMT20260423-211905_Recording)
I just maintain that engine that's working on the membership side.
11:31
S…
Speaker 3 (GMT20260423-211905_Recording)
So, um,
11:32
S…
Speaker 1 (GMT20260423-211905_Recording)
and when things have come back,
11:34
S…
Speaker 1 (GMT20260423-211905_Recording)
like they unintentionally sent it to our 12 ,000 contact
11:39
S…
Speaker 1 (GMT20260423-211905_Recording)
lists that we know five of the thousand are unengaged
11:43
S…
Speaker 1 (GMT20260423-211905_Recording)
and triggered,
11:44
S…
Speaker 5 (GMT20260423-211905_Recording)
you know,
11:45
S…
Speaker 1 (GMT20260423-211905_Recording)
the whole email problem again,
11:46
S…
Speaker 1 (GMT20260423-211905_Recording)
or a spam thing or,
11:48
S…
Speaker 3 (GMT20260423-211905_Recording)
or whatever.
11:49
S…
Speaker 1 (GMT20260423-211905_Recording)
And just the misconceptions there,
11:51
S…
Speaker 5 (GMT20260423-211905_Recording)
you know,
11:52
S…
Speaker 1 (GMT20260423-211905_Recording)
of why it happened.
11:53
S…
Speaker 5 (GMT20260423-211905_Recording)
You know,
11:54
S…
Speaker 1 (GMT20260423-211905_Recording)
we had set up email confirmation.
11:57
S…
Speaker 1 (GMT20260423-211905_Recording)
You know, just to get that.
11:59
S…
Speaker 4 (GMT20260423-211905_Recording)
So you're doing the double opt -in.
12:00
S…
Speaker 3 (GMT20260423-211905_Recording)
Okay. Yeah.
12:01
S…
Speaker 1 (GMT20260423-211905_Recording)
And I had encouraged the girls to add that in.
12:03
S…
Speaker 1 (GMT20260423-211905_Recording)
And then just after one that went to more than they intended
12:07
S…
Speaker 1 (GMT20260423-211905_Recording)
it to go to,
12:08
S…
Speaker 1 (GMT20260423-211905_Recording)
Benjamin had kind of gone through and looked at the unengaged
12:13
S…
Speaker 1 (GMT20260423-211905_Recording)
list and said,
12:14
S…
Speaker 1 (GMT20260423-211905_Recording)
let's pull out anybody who hasn't engaged in 90 days and let's just
12:18
S…
Speaker 1 (GMT20260423-211905_Recording)
put them off to the side for now.
12:19
S…
Speaker 1 (GMT20260423-211905_Recording)
Do your big.
12:22
S…
Speaker 1 (GMT20260423-211905_Recording)
campaign that's about that you need to have done do it to the 7 ,000
12:26
S…
Speaker 1 (GMT20260423-211905_Recording)
not the 12 let's just do here to keep it safe but it went bigger and
12:31
S…
Speaker 1 (GMT20260423-211905_Recording)
Randy just was convinced it was the email confirmation because that was kicking
12:35
S…
Speaker 1 (GMT20260423-211905_Recording)
back a lot of things it's like that's that's not what
12:39
S…
Speaker 1 (GMT20260423-211905_Recording)
There was a lot of spam complaints as well.
12:42
S…
Speaker 3 (GMT20260423-211905_Recording)
Well,
12:42
S…
Speaker 4 (GMT20260423-211905_Recording)
that's my worry.
12:43
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
12:44
S…
Speaker 4 (GMT20260423-211905_Recording)
And then,
12:45
S…
Speaker 4 (GMT20260423-211905_Recording)
yeah, you're going to end up getting shut down.
12:47
S…
Speaker 2 (GMT20260423-211905_Recording)
Yeah.
12:48
S…
Speaker 1 (GMT20260423-211905_Recording)
And we need to make sure.
12:49
S…
Speaker 1 (GMT20260423-211905_Recording)
And we're good again right now.
12:51
S…
Speaker 1 (GMT20260423-211905_Recording)
But so then Benjamin started getting involved more.
12:54
S…
Speaker 1 (GMT20260423-211905_Recording)
And again, like I was kind of saying initially,
12:56
S…
Speaker 1 (GMT20260423-211905_Recording)
our CEO comes down and I'm like,
13:00
S…
Speaker 1 (GMT20260423-211905_Recording)
yep, I got it.
13:01
S…
Speaker 1 (GMT20260423-211905_Recording)
And I jump on with Benjamin and he's like,
13:02
S…
Speaker 1 (GMT20260423-211905_Recording)
well, what did they build?
13:03
S…
Speaker 1 (GMT20260423-211905_Recording)
I'm like, well, I don't know.
13:04
S…
Speaker 1 (GMT20260423-211905_Recording)
Let's look at it.
13:05
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah.
13:06
S…
Speaker 1 (GMT20260423-211905_Recording)
He's like, Laura,
13:07
S…
Speaker 1 (GMT20260423-211905_Recording)
I went to 12 ,000.
13:09
S…
Speaker 1 (GMT20260423-211905_Recording)
And that's where he's like,
13:11
S…
Speaker 1 (GMT20260423-211905_Recording)
you need to tell them before you send it,
13:14
S…
Speaker 1 (GMT20260423-211905_Recording)
jump on with it.
13:16
S…
Speaker 1 (GMT20260423-211905_Recording)
He goes, I could give me two minutes of looking at it with them real quick.
13:19
S…
Speaker 1 (GMT20260423-211905_Recording)
I'll test it for them.
13:20
S…
Speaker 1 (GMT20260423-211905_Recording)
Even that concept didn't even dawn on them.
13:23
S…
Speaker 4 (GMT20260423-211905_Recording)
Do you know if they're using,
13:25
S…
Speaker 4 (GMT20260423-211905_Recording)
and so that would be part of what I would love to know too.
13:28
S…
Speaker 4 (GMT20260423-211905_Recording)
And it might be that next step might be that you and I have a call with
13:33
S…
Speaker 4 (GMT20260423-211905_Recording)
them and I actually.
13:34
S…
Speaker 4 (GMT20260423-211905_Recording)
Because what I want to know is what is their process that they're currently doing?
13:37
S…
Speaker 4 (GMT20260423-211905_Recording)
Like I want to hear from them again in a very non,
13:40
S…
Speaker 4 (GMT20260423-211905_Recording)
like there's no right or wrong.
13:41
S…
Speaker 4 (GMT20260423-211905_Recording)
Like I just want to understand what's their process when they
13:46
S…
Speaker 4 (GMT20260423-211905_Recording)
get handed or when they're ready to do a new project or they're ready to send or start
13:50
S…
Speaker 3 (GMT20260423-211905_Recording)
a campaign.
13:50
S…
Speaker 4 (GMT20260423-211905_Recording)
How are they adding their tags?
13:52
S…
Speaker 4 (GMT20260423-211905_Recording)
Are we using a saved search?
13:53
S…
Speaker 4 (GMT20260423-211905_Recording)
Are we, you know.
13:55
S…
Speaker 4 (GMT20260423-211905_Recording)
Are we using tags and we're not clear on excluding?
13:59
S…
Speaker 4 (GMT20260423-211905_Recording)
How are we knowing that they're 90 day?
14:02
S…
Speaker 4 (GMT20260423-211905_Recording)
Like what is,
14:03
S…
Speaker 4 (GMT20260423-211905_Recording)
how are they doing all that?
14:05
S…
Speaker 4 (GMT20260423-211905_Recording)
I really need to understand how they're thinking about this because
14:10
S…
Speaker 4 (GMT20260423-211905_Recording)
yeah, that's a big deal.
14:10
S…
Speaker 2 (GMT20260423-211905_Recording)
Yeah.
14:11
S…
Speaker 2 (GMT20260423-211905_Recording)
And so like,
14:12
S…
Speaker 1 (GMT20260423-211905_Recording)
like I said, we've got the engine that's running and then we've got things that are happening all the time and that's,
14:16
S…
Speaker 1 (GMT20260423-211905_Recording)
it's those two directly.
14:17
S…
Speaker 1 (GMT20260423-211905_Recording)
And, and I'm sure they'll love it.
14:19
S…
Speaker 5 (GMT20260423-211905_Recording)
You know,
14:20
S…
Speaker 1 (GMT20260423-211905_Recording)
they don't want things to go wrong either.
14:22
S…
Speaker 5 (GMT20260423-211905_Recording)
No, no.
14:24
S…
Speaker 1 (GMT20260423-211905_Recording)
And I,
14:25
S…
Speaker 1 (GMT20260423-211905_Recording)
I will be happy to be listening into just so I can
14:29
S…
Speaker 1 (GMT20260423-211905_Recording)
hear, I don't,
14:29
S…
Speaker 1 (GMT20260423-211905_Recording)
I just don't want to hear,
14:31
S…
Speaker 1 (GMT20260423-211905_Recording)
well, she said she,
14:32
S…
Speaker 3 (GMT20260423-211905_Recording)
you know.
14:33
S…
Speaker 3 (GMT20260423-211905_Recording)
Yes.
14:34
S…
Speaker 3 (GMT20260423-211905_Recording)
Agreed.
14:35
S…
Speaker 4 (GMT20260423-211905_Recording)
I understand.
14:36
S…
Speaker 1 (GMT20260423-211905_Recording)
There's been too much of that.
14:37
S…
Speaker 1 (GMT20260423-211905_Recording)
So, but finding the time,
14:39
S…
Speaker 1 (GMT20260423-211905_Recording)
it'll be a little trickier,
14:40
S…
Speaker 3 (GMT20260423-211905_Recording)
but. Okay.
14:41
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah.
14:42
S…
Speaker 4 (GMT20260423-211905_Recording)
So, I mean, that's kind of what I think too,
14:43
S…
Speaker 4 (GMT20260423-211905_Recording)
would be good for us to kind of look at,
14:46
S…
Speaker 4 (GMT20260423-211905_Recording)
you know, trying to,
14:47
S…
Speaker 1 (GMT20260423-211905_Recording)
you know.
14:48
S…
Speaker 4 (GMT20260423-211905_Recording)
If you feel like that'll take a bit,
14:50
S…
Speaker 4 (GMT20260423-211905_Recording)
maybe we start on that here now and try to get that call set up because I
14:54
S…
Speaker 4 (GMT20260423-211905_Recording)
because for me to start really looking.
14:56
S…
Speaker 4 (GMT20260423-211905_Recording)
So I want to kind of go through,
14:57
S…
Speaker 4 (GMT20260423-211905_Recording)
look at a few of their campaigns and I want to hear from them.
15:00
S…
Speaker 1 (GMT20260423-211905_Recording)
What is their process?
15:01
S…
Speaker 1 (GMT20260423-211905_Recording)
How are they doing things?
15:02
S…
Speaker 1 (GMT20260423-211905_Recording)
Walk me through how you're sending this out and
15:06
S…
Speaker 1 (GMT20260423-211905_Recording)
how are you defining your contacts and how are you defining who's engaged?
15:10
S…
Speaker 1 (GMT20260423-211905_Recording)
Like, what does all that look like to them?
15:12
S…
Speaker 1 (GMT20260423-211905_Recording)
Because then I can kind of,
15:15
S…
Speaker 1 (GMT20260423-211905_Recording)
I can look,
15:17
S…
Speaker 1 (GMT20260423-211905_Recording)
but I also want to hear from them.
15:21
S…
Speaker 1 (GMT20260423-211905_Recording)
what that process is.
15:23
S…
Speaker 1 (GMT20260423-211905_Recording)
Like I can look at what they're doing,
15:24
S…
Speaker 1 (GMT20260423-211905_Recording)
but I want to hear from them what is going through their mind when they're doing this.
15:28
S…
Speaker 1 (GMT20260423-211905_Recording)
Like what, what does that look like?
15:29
S…
Speaker 2 (GMT20260423-211905_Recording)
Because that's the current,
15:31
S…
Speaker 2 (GMT20260423-211905_Recording)
I mean,
15:32
S…
Speaker 2 (GMT20260423-211905_Recording)
that's the current activity that's happening.
15:34
S…
Speaker 1 (GMT20260423-211905_Recording)
Correct.
15:35
S…
Speaker 1 (GMT20260423-211905_Recording)
You know,
15:36
S…
Speaker 2 (GMT20260423-211905_Recording)
we've got it as our CRM and it's,
15:38
S…
Speaker 2 (GMT20260423-211905_Recording)
you know, doing all these things,
15:39
S…
Speaker 2 (GMT20260423-211905_Recording)
but those are the things that are happening rapidly currently.
15:44
S…
Speaker 2 (GMT20260423-211905_Recording)
And at any point you could jump in and say,
15:46
S…
Speaker 2 (GMT20260423-211905_Recording)
okay, let's start right here and then go forward.
15:48
S…
Speaker 2 (GMT20260423-211905_Recording)
So they're doing all the new stuff in terms of automations
15:52
S…
Speaker 2 (GMT20260423-211905_Recording)
and landing pages too.
15:54
S…
Speaker 2 (GMT20260423-211905_Recording)
I haven't heard that they're having issues with landing pages,
15:58
S…
Speaker 2 (GMT20260423-211905_Recording)
but I know we're utilizing them a lot.
15:59
S…
Speaker 2 (GMT20260423-211905_Recording)
So I'm sure that one graphics girl in
16:04
S…
Speaker 2 (GMT20260423-211905_Recording)
particular that's been using them,
16:06
S…
Speaker 2 (GMT20260423-211905_Recording)
I'm sure she would love to be like,
16:07
S…
Speaker 2 (GMT20260423-211905_Recording)
okay, here's how I do it.
16:08
S…
Speaker 2 (GMT20260423-211905_Recording)
Am I doing this totally wrong?
16:09
S…
Speaker 2 (GMT20260423-211905_Recording)
Everybody's DIY,
16:11
S…
Speaker 2 (GMT20260423-211905_Recording)
self -taught.
16:12
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah, okay.
16:14
S…
Speaker 2 (GMT20260423-211905_Recording)
So all of us,
16:15
S…
Speaker 2 (GMT20260423-211905_Recording)
you know, just picking up info where we can and trying to figure this out and trying to figure that
16:19
S…
Speaker 2 (GMT20260423-211905_Recording)
out. So like,
16:20
S…
Speaker 2 (GMT20260423-211905_Recording)
let's,
16:20
S…
Speaker 2 (GMT20260423-211905_Recording)
let's bring in the expert.
16:22
S…
Speaker 2 (GMT20260423-211905_Recording)
to help with all of it.
16:24
S…
Speaker 2 (GMT20260423-211905_Recording)
And then like the billing and e -commerce thing too.
16:27
S…
Speaker 2 (GMT20260423-211905_Recording)
So I do the e -commerce,
16:28
S…
Speaker 2 (GMT20260423-211905_Recording)
Maggie does the billing and we've got it going,
16:31
S…
Speaker 2 (GMT20260423-211905_Recording)
it's running, it's fine.
16:32
S…
Speaker 2 (GMT20260423-211905_Recording)
I'm sure it could be better.
16:34
S…
Speaker 1 (GMT20260423-211905_Recording)
Absolutely.
16:35
S…
Speaker 2 (GMT20260423-211905_Recording)
There's gotta be things that are better than when we started this eight years
16:39
S…
Speaker 1 (GMT20260423-211905_Recording)
ago.
16:40
S…
Speaker 1 (GMT20260423-211905_Recording)
Right.
16:41
S…
Speaker 2 (GMT20260423-211905_Recording)
So to kind of put,
16:42
S…
Speaker 2 (GMT20260423-211905_Recording)
you know,
16:43
S…
Speaker 2 (GMT20260423-211905_Recording)
what are the pain points that we're having there?
16:46
S…
Speaker 2 (GMT20260423-211905_Recording)
So that would be just writing down the team.
16:48
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
16:48
S…
Speaker 1 (GMT20260423-211905_Recording)
So what was the gal's name that helps with the billing?
16:51
S…
Speaker 2 (GMT20260423-211905_Recording)
You said it earlier.
16:52
S…
Speaker 2 (GMT20260423-211905_Recording)
That's Maggie.
16:53
S…
Speaker 1 (GMT20260423-211905_Recording)
Maggie.
16:53
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
16:54
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
16:55
S…
Speaker 1 (GMT20260423-211905_Recording)
And then who's the graphics gal that's building the paid?
16:58
S…
Speaker 2 (GMT20260423-211905_Recording)
Graphics is Alyssa.
16:59
S…
Speaker 1 (GMT20260423-211905_Recording)
Alyssa.
17:00
S…
Speaker 2 (GMT20260423-211905_Recording)
And then I'll include Trina with that.
17:04
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
17:05
S…
Speaker 2 (GMT20260423-211905_Recording)
Trina is kind of a catch -all for,
17:08
S…
Speaker 2 (GMT20260423-211905_Recording)
she kind of works across a lot of our departments as well and is trusted
17:13
S…
Speaker 2 (GMT20260423-211905_Recording)
to be kind of our last look,
17:14
S…
Speaker 1 (GMT20260423-211905_Recording)
you know,
17:15
S…
Speaker 2 (GMT20260423-211905_Recording)
and does a little bit of QA.
17:18
S…
Speaker 2 (GMT20260423-211905_Recording)
What's that?
17:18
S…
Speaker 1 (GMT20260423-211905_Recording)
Does she do like a little bit of the Q &A,
17:20
S…
Speaker 1 (GMT20260423-211905_Recording)
like kind of quality assessment,
17:22
S…
Speaker 1 (GMT20260423-211905_Recording)
quality control?
17:23
S…
Speaker 1 (GMT20260423-211905_Recording)
Is she the one that kind of.
17:24
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
17:24
S…
Speaker 1 (GMT20260423-211905_Recording)
OK.
17:25
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
17:25
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
17:26
S…
Speaker 2 (GMT20260423-211905_Recording)
And so when Alyssa,
17:28
S…
Speaker 2 (GMT20260423-211905_Recording)
as a graphics person,
17:30
S…
Speaker 2 (GMT20260423-211905_Recording)
is doing stuff,
17:31
S…
Speaker 2 (GMT20260423-211905_Recording)
Trina will come in and be like,
17:32
S…
Speaker 2 (GMT20260423-211905_Recording)
oh, let's get the final say there.
17:35
S…
Speaker 1 (GMT20260423-211905_Recording)
So.
17:36
S…
Speaker 2 (GMT20260423-211905_Recording)
And I know Trina would like to learn about landing pages so she could just go
17:40
S…
Speaker 2 (GMT20260423-211905_Recording)
in and make the edits herself.
17:43
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
17:43
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
17:43
S…
Speaker 2 (GMT20260423-211905_Recording)
And then it's Randy and Hillary
17:48
S…
Speaker 2 (GMT20260423-211905_Recording)
that are our sales and marketing.
17:50
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
17:50
S…
Speaker 1 (GMT20260423-211905_Recording)
Got it.
17:51
S…
Speaker 1 (GMT20260423-211905_Recording)
So those are the,
17:53
S…
Speaker 1 (GMT20260423-211905_Recording)
those are the kind of the four groups that are kind of constantly working.
17:57
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
17:58
S…
Speaker 1 (GMT20260423-211905_Recording)
Let's say.
18:01
S…
Speaker 1 (GMT20260423-211905_Recording)
So then it sounds like then on top of that,
18:03
S…
Speaker 1 (GMT20260423-211905_Recording)
you've also got just these marketing evergreen,
18:06
S…
Speaker 1 (GMT20260423-211905_Recording)
I would call them,
18:06
S…
Speaker 1 (GMT20260423-211905_Recording)
right? Campaigns that are running for people who want to learn more,
18:09
S…
Speaker 1 (GMT20260423-211905_Recording)
opt in to get like a lead magnet or a lead kind of,
18:13
S…
Speaker 1 (GMT20260423-211905_Recording)
is that kind of what you mean by things that are also happening ongoing?
18:16
S…
Speaker 1 (GMT20260423-211905_Recording)
Tell me a little bit more about the ongoing.
18:18
S…
Speaker 2 (GMT20260423-211905_Recording)
So ongoing would be.
18:23
S…
Speaker 2 (GMT20260423-211905_Recording)
like our member application if you if you apply to become a member
18:27
S…
Speaker 2 (GMT20260423-211905_Recording)
that whole process is all set up and keep with tasks
18:32
S…
Speaker 2 (GMT20260423-211905_Recording)
assigned and um
18:35
S…
Speaker 2 (GMT20260423-211905_Recording)
an application was filled out,
18:37
S…
Speaker 2 (GMT20260423-211905_Recording)
but not the,
18:38
S…
Speaker 2 (GMT20260423-211905_Recording)
we require a credit card before it'll move forward in our system.
18:42
S…
Speaker 2 (GMT20260423-211905_Recording)
Um,
18:43
S…
Speaker 2 (GMT20260423-211905_Recording)
and then once they are accepted into membership,
18:47
S…
Speaker 2 (GMT20260423-211905_Recording)
we have a 12 month touch point and then a three month touch point.
18:51
S…
Speaker 2 (GMT20260423-211905_Recording)
So there's like a,
18:51
S…
Speaker 2 (GMT20260423-211905_Recording)
that's our,
18:53
S…
Speaker 2 (GMT20260423-211905_Recording)
our evergreen thing that's running there,
18:55
S…
Speaker 2 (GMT20260423-211905_Recording)
like a birthday email that goes out and,
18:57
S…
Speaker 1 (GMT20260423-211905_Recording)
uh,
19:00
S…
Speaker 2 (GMT20260423-211905_Recording)
Those are really the only evergreen things that we set up with sixth
19:04
S…
Speaker 2 (GMT20260423-211905_Recording)
division lead magnet type stuff.
19:07
S…
Speaker 2 (GMT20260423-211905_Recording)
I think they're rebuilding those each time.
19:09
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
19:10
S…
Speaker 2 (GMT20260423-211905_Recording)
I think those are just constantly.
19:12
S…
Speaker 1 (GMT20260423-211905_Recording)
Those are just different.
19:13
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah. As I say, when I was on the website,
19:14
S…
Speaker 1 (GMT20260423-211905_Recording)
I didn't see necessarily any like opt -in
19:18
S…
Speaker 1 (GMT20260423-211905_Recording)
or anything like that at the moment for.
19:21
S…
Speaker 2 (GMT20260423-211905_Recording)
We had an opt -in one for a while.
19:25
S…
Speaker 2 (GMT20260423-211905_Recording)
And we're also in the process of redoing our website.
19:28
S…
Speaker 2 (GMT20260423-211905_Recording)
So a lot of that got pulled off.
19:31
S…
Speaker 2 (GMT20260423-211905_Recording)
And it was,
19:33
S…
Speaker 2 (GMT20260423-211905_Recording)
I think that was where we were getting spam to
19:37
S…
Speaker 2 (GMT20260423-211905_Recording)
come through.
19:38
S…
Speaker 2 (GMT20260423-211905_Recording)
So we were pulling some of that stuff out of
19:42
S…
Speaker 1 (GMT20260423-211905_Recording)
there too.
19:42
S…
Speaker 2 (GMT20260423-211905_Recording)
So the current ones,
19:47
S…
Speaker 2 (GMT20260423-211905_Recording)
really Randy and Hillary,
19:48
S…
Speaker 2 (GMT20260423-211905_Recording)
they're just cranking them out.
19:51
S…
Speaker 1 (GMT20260423-211905_Recording)
There's idea generating constantly new marketing ideas to get.
19:55
S…
Speaker 1 (GMT20260423-211905_Recording)
The whole goal is to get people to apply.
19:57
S…
Speaker 1 (GMT20260423-211905_Recording)
Is that what I'm understanding?
19:58
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
20:00
S…
Speaker 1 (GMT20260423-211905_Recording)
Or come to a workshop or this or that.
20:02
S…
Speaker 1 (GMT20260423-211905_Recording)
They would love to build more.
20:04
S…
Speaker 2 (GMT20260423-211905_Recording)
Oh,
20:06
S…
Speaker 1 (GMT20260423-211905_Recording)
you can't right now.
20:07
S…
Speaker 1 (GMT20260423-211905_Recording)
Here's a worksheet.
20:09
S…
Speaker 1 (GMT20260423-211905_Recording)
If there were some,
20:10
S…
Speaker 1 (GMT20260423-211905_Recording)
like you're saying,
20:12
S…
Speaker 6 (GMT20260423-211905_Recording)
golly,
20:13
S…
Speaker 6 (GMT20260423-211905_Recording)
silly,
20:14
S…
Speaker 6 (GMT20260423-211905_Recording)
we haven't really thought about it.
20:15
S…
Speaker 1 (GMT20260423-211905_Recording)
Something that is just a constant evergreen marketing.
20:19
S…
Speaker 2 (GMT20260423-211905_Recording)
Yes, nurturing.
20:19
S…
Speaker 4 (GMT20260423-211905_Recording)
Like when somebody come in,
20:21
S…
Speaker 4 (GMT20260423-211905_Recording)
they're not quite ready.
20:21
S…
Speaker 4 (GMT20260423-211905_Recording)
Like I'm not ready to sign up yet.
20:23
S…
Speaker 4 (GMT20260423-211905_Recording)
I want to learn more because,
20:25
S…
Speaker 2 (GMT20260423-211905_Recording)
you know,
20:25
S…
Speaker 4 (GMT20260423-211905_Recording)
and I'm sure Randy and Hillary know this,
20:27
S…
Speaker 4 (GMT20260423-211905_Recording)
but I mean, these days,
20:28
S…
Speaker 4 (GMT20260423-211905_Recording)
I mean, it says like people need 32 to 33 different.
20:33
S…
Speaker 4 (GMT20260423-211905_Recording)
touches to be able to now convert.
20:35
S…
Speaker 4 (GMT20260423-211905_Recording)
I mean, when I started doing this 20 years ago,
20:37
S…
Speaker 4 (GMT20260423-211905_Recording)
it was like seven and I thought that was bad.
20:39
S…
Speaker 6 (GMT20260423-211905_Recording)
I know.
20:41
S…
Speaker 1 (GMT20260423-211905_Recording)
Well, and on that note,
20:43
S…
Speaker 1 (GMT20260423-211905_Recording)
I have concerns that they're setting up automations
20:47
S…
Speaker 1 (GMT20260423-211905_Recording)
that are layering on top of each other,
20:49
S…
Speaker 1 (GMT20260423-211905_Recording)
each one with 30.
20:51
S…
Speaker 1 (GMT20260423-211905_Recording)
Are we flooding them?
20:53
S…
Speaker 1 (GMT20260423-211905_Recording)
Are they going through one and ending and then starting
20:57
S…
Speaker 1 (GMT20260423-211905_Recording)
another?
20:58
S…
Speaker 5 (GMT20260423-211905_Recording)
Or are they all...
20:59
S…
Speaker 4 (GMT20260423-211905_Recording)
Are they in multiple ones and then getting way too many emails?
21:02
S…
Speaker 4 (GMT20260423-211905_Recording)
Because they're going to get mad.
21:03
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah.
21:04
S…
Speaker 1 (GMT20260423-211905_Recording)
I think there's that too,
21:07
S…
Speaker 2 (GMT20260423-211905_Recording)
for sure.
21:08
S…
Speaker 1 (GMT20260423-211905_Recording)
The other things that just kind of run as part of our engine would be AR.
21:11
S…
Speaker 1 (GMT20260423-211905_Recording)
Your credit card is inspiring.
21:13
S…
Speaker 1 (GMT20260423-211905_Recording)
Your payment didn't go through.
21:16
S…
Speaker 1 (GMT20260423-211905_Recording)
Those are things that we had built for us.
21:18
S…
Speaker 1 (GMT20260423-211905_Recording)
And for the most part,
21:19
S…
Speaker 1 (GMT20260423-211905_Recording)
those are working well,
21:20
S…
Speaker 1 (GMT20260423-211905_Recording)
but we need a look at those too.
21:23
S…
Speaker 4 (GMT20260423-211905_Recording)
Do you know if Maggie is reviewing the AR summary report?
21:28
S…
Speaker 4 (GMT20260423-211905_Recording)
yeah yeah and she is she doing that consistently yeah she
21:32
S…
Speaker 4 (GMT20260423-211905_Recording)
and i do it together okay good because that's the only thing i trust i don't trust still a
21:36
S…
Speaker 4 (GMT20260423-211905_Recording)
lot of those emails um i still heavily rely
21:40
S…
Speaker 4 (GMT20260423-211905_Recording)
like i say you should be looking at that on a weekly basis because that's like your true at
21:45
S…
Speaker 4 (GMT20260423-211905_Recording)
a glance you know especially when you're you're based on subscriptions you
21:50
S…
Speaker 4 (GMT20260423-211905_Recording)
know because i'm sure you know they fail like a reminder
21:54
S…
Speaker 4 (GMT20260423-211905_Recording)
goes out and it just
21:55
S…
Speaker 2 (GMT20260423-211905_Recording)
You know nothing else.
21:57
S…
Speaker 4 (GMT20260423-211905_Recording)
It stays active.
21:58
S…
Speaker 4 (GMT20260423-211905_Recording)
They're going to bill again next month.
21:59
S…
Speaker 4 (GMT20260423-211905_Recording)
But you could look back and be like,
22:00
S…
Speaker 2 (GMT20260423-211905_Recording)
oh, my gosh,
22:01
S…
Speaker 4 (GMT20260423-211905_Recording)
February didn't charge.
22:02
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah.
22:03
S…
Speaker 1 (GMT20260423-211905_Recording)
What?
22:03
S…
Speaker 1 (GMT20260423-211905_Recording)
I joined in with Maggie on AR.
22:08
S…
Speaker 1 (GMT20260423-211905_Recording)
maybe nine months ago.
22:09
S…
Speaker 1 (GMT20260423-211905_Recording)
So now, cause she just couldn't keep up with it.
22:11
S…
Speaker 6 (GMT20260423-211905_Recording)
All of the,
22:12
S…
Speaker 1 (GMT20260423-211905_Recording)
I'm sure she would run cars.
22:14
S…
Speaker 1 (GMT20260423-211905_Recording)
She just run and run and run and run them.
22:16
S…
Speaker 5 (GMT20260423-211905_Recording)
And, you know,
22:16
S…
Speaker 1 (GMT20260423-211905_Recording)
and, or quick send off a receipt here or just,
22:19
S…
Speaker 2 (GMT20260423-211905_Recording)
I don't have time.
22:20
S…
Speaker 1 (GMT20260423-211905_Recording)
And so she was kind of drowning.
22:21
S…
Speaker 1 (GMT20260423-211905_Recording)
Our AR was piling up.
22:22
S…
Speaker 1 (GMT20260423-211905_Recording)
So she and I started working together.
22:25
S…
Speaker 1 (GMT20260423-211905_Recording)
So now she pulls a report for me.
22:26
S…
Speaker 1 (GMT20260423-211905_Recording)
She does sorts things around in a way.
22:30
S…
Speaker 1 (GMT20260423-211905_Recording)
And.
22:33
S…
Speaker 1 (GMT20260423-211905_Recording)
We have a campaign running where I can just go in and say,
22:36
S…
Speaker 1 (GMT20260423-211905_Recording)
okay, I check to make sure they're in the campaign.
22:39
S…
Speaker 1 (GMT20260423-211905_Recording)
Because often they weren't even in it.
22:40
S…
Speaker 1 (GMT20260423-211905_Recording)
It's like, why do they not fall into this?
22:43
S…
Speaker 6 (GMT20260423-211905_Recording)
They should be there.
22:44
S…
Speaker 1 (GMT20260423-211905_Recording)
And set up a whole system of they get a month of emails
22:48
S…
Speaker 1 (GMT20260423-211905_Recording)
saying your card declined.
22:49
S…
Speaker 1 (GMT20260423-211905_Recording)
Then they get a month of emails saying you're going to be suspended.
22:53
S…
Speaker 1 (GMT20260423-211905_Recording)
Then they have a month of suspension.
22:55
S…
Speaker 1 (GMT20260423-211905_Recording)
And then they're canceled.
22:56
S…
Speaker 1 (GMT20260423-211905_Recording)
Like, enough of this.
22:59
S…
Speaker 1 (GMT20260423-211905_Recording)
She pulls a report probably every other week.
23:02
S…
Speaker 1 (GMT20260423-211905_Recording)
The intention was weekly,
23:04
S…
Speaker 1 (GMT20260423-211905_Recording)
but she pulls it,
23:05
S…
Speaker 1 (GMT20260423-211905_Recording)
does her cleanup and sends it my way.
23:07
S…
Speaker 1 (GMT20260423-211905_Recording)
And I'll go look and it's like,
23:09
S…
Speaker 1 (GMT20260423-211905_Recording)
oh, we've got 10 that are a month away or a month behind.
23:13
S…
Speaker 1 (GMT20260423-211905_Recording)
I'll go check each record.
23:15
S…
Speaker 3 (GMT20260423-211905_Recording)
Oh my gosh.
23:16
S…
Speaker 1 (GMT20260423-211905_Recording)
They're not in the campaign.
23:17
S…
Speaker 1 (GMT20260423-211905_Recording)
Oh yes, they are in the campaign.
23:18
S…
Speaker 5 (GMT20260423-211905_Recording)
Oh, they are,
23:19
S…
Speaker 1 (GMT20260423-211905_Recording)
but they aren't opening emails and haven't,
23:21
S…
Speaker 5 (GMT20260423-211905_Recording)
you know?
23:21
S…
Speaker 1 (GMT20260423-211905_Recording)
So we've got that pretty tight,
23:25
S…
Speaker 1 (GMT20260423-211905_Recording)
but there's still some.
23:26
S…
Speaker 6 (GMT20260423-211905_Recording)
She had some,
23:27
S…
Speaker 1 (GMT20260423-211905_Recording)
I'd have to have her here with us.
23:31
S…
Speaker 1 (GMT20260423-211905_Recording)
Some weird thing was happening where a
23:35
S…
Speaker 1 (GMT20260423-211905_Recording)
card was expiring
23:39
S…
Speaker 5 (GMT20260423-211905_Recording)
or a new,
23:40
S…
Speaker 1 (GMT20260423-211905_Recording)
I think they would update their credit card and
23:44
S…
Speaker 1 (GMT20260423-211905_Recording)
the next payments wouldn't go to it.
23:47
S…
Speaker 1 (GMT20260423-211905_Recording)
Like she had attached it.
23:48
S…
Speaker 1 (GMT20260423-211905_Recording)
She thought she did everything correct.
23:50
S…
Speaker 4 (GMT20260423-211905_Recording)
But it was still charging like the old card on file or something.
23:53
S…
Speaker 1 (GMT20260423-211905_Recording)
Yes.
23:54
S…
Speaker 1 (GMT20260423-211905_Recording)
Something weird wasn't connecting and she'd be like,
23:57
S…
Speaker 6 (GMT20260423-211905_Recording)
oh my gosh.
23:58
S…
Speaker 1 (GMT20260423-211905_Recording)
Like I didn't even know that these things weren't happening that I thought
24:02
S…
Speaker 2 (GMT20260423-211905_Recording)
were happening.
24:03
S…
Speaker 1 (GMT20260423-211905_Recording)
So there's just a few little weird things she's got going into the background that
24:07
S…
Speaker 1 (GMT20260423-211905_Recording)
she can speak to.
24:08
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
24:09
S…
Speaker 4 (GMT20260423-211905_Recording)
I would love to have a call with her and just find out like,
24:11
S…
Speaker 4 (GMT20260423-211905_Recording)
what are some of her,
24:12
S…
Speaker 6 (GMT20260423-211905_Recording)
like,
24:13
S…
Speaker 4 (GMT20260423-211905_Recording)
what does she see or some.
24:14
S…
Speaker 4 (GMT20260423-211905_Recording)
you know, things that are just not working and see if we can,
24:18
S…
Speaker 4 (GMT20260423-211905_Recording)
you know, improve that for her.
24:19
S…
Speaker 3 (GMT20260423-211905_Recording)
Oh, she's stoked for that.
24:21
S…
Speaker 3 (GMT20260423-211905_Recording)
She's just like,
24:21
S…
Speaker 3 (GMT20260423-211905_Recording)
oh my gosh,
24:22
S…
Speaker 1 (GMT20260423-211905_Recording)
she's always telling me and I'm the only one that can kind of understand,
24:26
S…
Speaker 3 (GMT20260423-211905_Recording)
but I don't.
24:27
S…
Speaker 1 (GMT20260423-211905_Recording)
And she understands nothing about automations and things that
24:31
S…
Speaker 3 (GMT20260423-211905_Recording)
are set up that way.
24:32
S…
Speaker 1 (GMT20260423-211905_Recording)
She just knows I go to their record,
24:33
S…
Speaker 1 (GMT20260423-211905_Recording)
I find the form that's marked.
24:36
S…
Speaker 1 (GMT20260423-211905_Recording)
finance this.
24:37
S…
Speaker 6 (GMT20260423-211905_Recording)
And I, yeah.
24:39
S…
Speaker 4 (GMT20260423-211905_Recording)
And maybe we'll empower her with a little more knowledge as
24:43
S…
Speaker 4 (GMT20260423-211905_Recording)
well. Like, you know,
24:44
S…
Speaker 4 (GMT20260423-211905_Recording)
ideally there's no reason she can't check for you before
24:48
S…
Speaker 4 (GMT20260423-211905_Recording)
she puts it to your list.
24:50
S…
Speaker 4 (GMT20260423-211905_Recording)
Are they in the automation,
24:51
S…
Speaker 1 (GMT20260423-211905_Recording)
right?
24:51
S…
Speaker 4 (GMT20260423-211905_Recording)
Like, so it's just a little bit of,
24:53
S…
Speaker 4 (GMT20260423-211905_Recording)
of guidance I think would be good for us to kind of empower and teach her.
24:56
S…
Speaker 4 (GMT20260423-211905_Recording)
Here's what you can go do before you bring this to Laura.
25:00
S…
Speaker 1 (GMT20260423-211905_Recording)
And this girl has been managing it on her own
25:04
S…
Speaker 1 (GMT20260423-211905_Recording)
since we got acquired.
25:05
S…
Speaker 1 (GMT20260423-211905_Recording)
We had a controller that was in
25:09
S…
Speaker 1 (GMT20260423-211905_Recording)
there and kind of kept Maggie more in the dark.
25:11
S…
Speaker 1 (GMT20260423-211905_Recording)
It was more like,
25:11
S…
Speaker 1 (GMT20260423-211905_Recording)
just do these things for me.
25:13
S…
Speaker 1 (GMT20260423-211905_Recording)
Like, I don't want you to know too much.
25:14
S…
Speaker 1 (GMT20260423-211905_Recording)
This is just what I want from you.
25:15
S…
Speaker 1 (GMT20260423-211905_Recording)
Follow these steps.
25:17
S…
Speaker 1 (GMT20260423-211905_Recording)
Do it this way,
25:18
S…
Speaker 1 (GMT20260423-211905_Recording)
only this way.
25:19
S…
Speaker 1 (GMT20260423-211905_Recording)
And then when we were acquired,
25:21
S…
Speaker 1 (GMT20260423-211905_Recording)
that controller stayed.
25:24
S…
Speaker 1 (GMT20260423-211905_Recording)
She didn't come across with us.
25:26
S…
Speaker 1 (GMT20260423-211905_Recording)
And like I said,
25:28
S…
Speaker 1 (GMT20260423-211905_Recording)
for the last three years,
25:29
S…
Speaker 1 (GMT20260423-211905_Recording)
she's like, just don't screw things up.
25:31
S…
Speaker 1 (GMT20260423-211905_Recording)
And so she was frantically trying to make sense of the processes she
25:35
S…
Speaker 1 (GMT20260423-211905_Recording)
was doing.
25:35
S…
Speaker 1 (GMT20260423-211905_Recording)
And she's she's a very detailed person.
25:39
S…
Speaker 1 (GMT20260423-211905_Recording)
And, you know,
25:41
S…
Speaker 1 (GMT20260423-211905_Recording)
and I was her main support,
25:42
S…
Speaker 1 (GMT20260423-211905_Recording)
but she's she's done a great job.
25:44
S…
Speaker 1 (GMT20260423-211905_Recording)
But she sounds like she's doing well.
25:47
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
25:47
S…
Speaker 1 (GMT20260423-211905_Recording)
So.
25:48
S…
Speaker 1 (GMT20260423-211905_Recording)
Oh, my heavens.
25:49
S…
Speaker 1 (GMT20260423-211905_Recording)
Yes. We we jumped on a call with Benjamin together and I think it was some
25:53
S…
Speaker 1 (GMT20260423-211905_Recording)
silly thing that she's like,
25:56
S…
Speaker 1 (GMT20260423-211905_Recording)
oh, my gosh,
25:57
S…
Speaker 1 (GMT20260423-211905_Recording)
if I had known that three years ago,
26:00
S…
Speaker 1 (GMT20260423-211905_Recording)
I had no idea this,
26:02
S…
Speaker 1 (GMT20260423-211905_Recording)
that or something else.
26:03
S…
Speaker 1 (GMT20260423-211905_Recording)
And and initially when this company
26:07
S…
Speaker 1 (GMT20260423-211905_Recording)
was created.
26:08
S…
Speaker 1 (GMT20260423-211905_Recording)
Our founder,
26:09
S…
Speaker 1 (GMT20260423-211905_Recording)
Misty Lowne,
26:11
S…
Speaker 1 (GMT20260423-211905_Recording)
who owned a dance studio in our town and was meeting other
26:15
S…
Speaker 1 (GMT20260423-211905_Recording)
dance studio owners.
26:16
S…
Speaker 1 (GMT20260423-211905_Recording)
And they were like,
26:17
S…
Speaker 1 (GMT20260423-211905_Recording)
how do we have successful studios like yours?
26:19
S…
Speaker 1 (GMT20260423-211905_Recording)
And she started this whole company.
26:21
S…
Speaker 1 (GMT20260423-211905_Recording)
It was.
26:22
S…
Speaker 1 (GMT20260423-211905_Recording)
It was like,
26:23
S…
Speaker 1 (GMT20260423-211905_Recording)
hey, please come with me and I'll give you this deal and I'll give you that
26:27
S…
Speaker 1 (GMT20260423-211905_Recording)
deal.
26:28
S…
Speaker 2 (GMT20260423-211905_Recording)
She's just - So like everybody pays all over the place,
26:31
S…
Speaker 1 (GMT20260423-211905_Recording)
right? Oh my gosh.
26:32
S…
Speaker 1 (GMT20260423-211905_Recording)
We've been,
26:32
S…
Speaker 1 (GMT20260423-211905_Recording)
the situations that we set up to build us and get going were
26:36
S…
Speaker 1 (GMT20260423-211905_Recording)
ridiculous.
26:37
S…
Speaker 1 (GMT20260423-211905_Recording)
And we're past that,
26:39
S…
Speaker 1 (GMT20260423-211905_Recording)
thankfully,
26:39
S…
Speaker 1 (GMT20260423-211905_Recording)
but we do still have that mindset of like,
26:43
S…
Speaker 1 (GMT20260423-211905_Recording)
we'll always make an exception.
26:44
S…
Speaker 1 (GMT20260423-211905_Recording)
So it's tricky and it's messy in there,
26:48
S…
Speaker 1 (GMT20260423-211905_Recording)
the contacts and do we have a primary?
26:50
S…
Speaker 1 (GMT20260423-211905_Recording)
so who is our member is it is it you or is it your studio well
26:54
S…
Speaker 1 (GMT20260423-211905_Recording)
you have three studios oh okay so you're you're my
26:59
S…
Speaker 1 (GMT20260423-211905_Recording)
owner my member oh but you have a co -owner oh okay so
27:03
S…
Speaker 1 (GMT20260423-211905_Recording)
two of you but it's one membership but it's two of you are in multiple studios
27:07
S…
Speaker 1 (GMT20260423-211905_Recording)
and yeah that gets messy you know the
27:11
S…
Speaker 1 (GMT20260423-211905_Recording)
fact that we use it as a crm as well as our marketing base is where
27:17
S…
Speaker 1 (GMT20260423-211905_Recording)
it gets you know it's a balancing act but
27:20
S…
Speaker 2 (GMT20260423-211905_Recording)
And so on the AR side of things,
27:22
S…
Speaker 2 (GMT20260423-211905_Recording)
do you also have kind of like a spreadsheet or a tracking
27:26
S…
Speaker 2 (GMT20260423-211905_Recording)
outside of keep of all the current members and their bill date and the
27:31
S…
Speaker 2 (GMT20260423-211905_Recording)
amounts?
27:34
S…
Speaker 1 (GMT20260423-211905_Recording)
Yes and no.
27:34
S…
Speaker 1 (GMT20260423-211905_Recording)
So like before we had keep,
27:36
S…
Speaker 1 (GMT20260423-211905_Recording)
it was all on Google sheets.
27:38
S…
Speaker 1 (GMT20260423-211905_Recording)
And that was, that's my thing is organizing and keeping my hands wrapped around
27:42
S…
Speaker 1 (GMT20260423-211905_Recording)
who's there and what.
27:43
S…
Speaker 1 (GMT20260423-211905_Recording)
And then we pulled it into keep thinking we would be able to drop the sheets.
27:47
S…
Speaker 1 (GMT20260423-211905_Recording)
I was like, no,
27:48
S…
Speaker 1 (GMT20260423-211905_Recording)
no, we need them both.
27:49
S…
Speaker 1 (GMT20260423-211905_Recording)
So I kind of like make sure both balance out always.
27:53
S…
Speaker 1 (GMT20260423-211905_Recording)
I'm a cross check person.
27:55
S…
Speaker 2 (GMT20260423-211905_Recording)
That's what I would encourage.
27:57
S…
Speaker 2 (GMT20260423-211905_Recording)
And that's what I have built for others in that who run memberships.
28:03
S…
Speaker 2 (GMT20260423-211905_Recording)
Yeah, I mean,
28:04
S…
Speaker 2 (GMT20260423-211905_Recording)
you'd be surprised what I've had to come in and clean up.
28:06
S…
Speaker 2 (GMT20260423-211905_Recording)
I mean, this one poor lady just had no way.
28:09
S…
Speaker 2 (GMT20260423-211905_Recording)
Nobody was watching it.
28:10
S…
Speaker 2 (GMT20260423-211905_Recording)
And she was,
28:10
S…
Speaker 2 (GMT20260423-211905_Recording)
I think when I came in,
28:12
S…
Speaker 2 (GMT20260423-211905_Recording)
$50 ,000 in past due payments because nobody was looking
28:16
S…
Speaker 2 (GMT20260423-211905_Recording)
at it.
28:17
S…
Speaker 2 (GMT20260423-211905_Recording)
So fortunately,
28:18
S…
Speaker 2 (GMT20260423-211905_Recording)
it wasn't too far back.
28:20
S…
Speaker 2 (GMT20260423-211905_Recording)
And I was able to help her collect.
28:22
S…
Speaker 2 (GMT20260423-211905_Recording)
And then we've got a very strict process in place where,
28:25
S…
Speaker 2 (GMT20260423-211905_Recording)
yeah, it's a weekly thing that,
28:27
S…
Speaker 2 (GMT20260423-211905_Recording)
yeah,
28:28
S…
Speaker 2 (GMT20260423-211905_Recording)
we're looking at the AR report.
28:30
S…
Speaker 2 (GMT20260423-211905_Recording)
doing it in conjunction with a spreadsheet.
28:33
S…
Speaker 2 (GMT20260423-211905_Recording)
Um,
28:34
S…
Speaker 2 (GMT20260423-211905_Recording)
because yeah,
28:35
S…
Speaker 2 (GMT20260423-211905_Recording)
I think it's important when that's the main model is subscription and recurring,
28:39
S…
Speaker 2 (GMT20260423-211905_Recording)
like it can get,
28:40
S…
Speaker 2 (GMT20260423-211905_Recording)
it can get out of control.
28:42
S…
Speaker 1 (GMT20260423-211905_Recording)
So that's good.
28:42
S…
Speaker 2 (GMT20260423-211905_Recording)
I'm glad to hear that.
28:43
S…
Speaker 1 (GMT20260423-211905_Recording)
So yeah, we'll show you all that and you can offer suggestions.
28:46
S…
Speaker 1 (GMT20260423-211905_Recording)
So I still maintain the original way.
28:48
S…
Speaker 1 (GMT20260423-211905_Recording)
And then I pull contact lists from keep.
28:51
S…
Speaker 1 (GMT20260423-211905_Recording)
So I tell people like,
28:52
S…
Speaker 1 (GMT20260423-211905_Recording)
I'm not changing my original.
28:54
S…
Speaker 1 (GMT20260423-211905_Recording)
I need to just keep it as a base.
28:55
S…
Speaker 1 (GMT20260423-211905_Recording)
And here's how I've laid it out.
28:57
S…
Speaker 1 (GMT20260423-211905_Recording)
So I can see who's at each level.
29:00
S…
Speaker 1 (GMT20260423-211905_Recording)
But if you want real contact information from Keep,
29:02
S…
Speaker 1 (GMT20260423-211905_Recording)
I'll pull a list of you whenever you want.
29:04
S…
Speaker 1 (GMT20260423-211905_Recording)
Here they are.
29:05
S…
Speaker 1 (GMT20260423-211905_Recording)
This says 390 memberships,
29:08
S…
Speaker 1 (GMT20260423-211905_Recording)
but this says 700 contacts.
29:10
S…
Speaker 1 (GMT20260423-211905_Recording)
But they're all associated somehow with them.
29:14
S…
Speaker 1 (GMT20260423-211905_Recording)
And if you need me to show you how,
29:15
S…
Speaker 1 (GMT20260423-211905_Recording)
I can show you how.
29:16
S…
Speaker 1 (GMT20260423-211905_Recording)
But they change their info sometimes
29:21
S…
Speaker 1 (GMT20260423-211905_Recording)
when they fill out a form or whatever.
29:23
S…
Speaker 1 (GMT20260423-211905_Recording)
Right.
29:24
S…
Speaker 2 (GMT20260423-211905_Recording)
And then it creates another record.
29:25
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
29:26
S…
Speaker 1 (GMT20260423-211905_Recording)
And so then we have all of that.
29:28
S…
Speaker 1 (GMT20260423-211905_Recording)
And it was like.
29:30
S…
Speaker 1 (GMT20260423-211905_Recording)
But so then I just go back to my solid Google sheet and,
29:34
S…
Speaker 1 (GMT20260423-211905_Recording)
and it,
29:35
S…
Speaker 1 (GMT20260423-211905_Recording)
and it, it works,
29:36
S…
Speaker 1 (GMT20260423-211905_Recording)
but it shouldn't just live in my head.
29:38
S…
Speaker 1 (GMT20260423-211905_Recording)
You know,
29:39
S…
Speaker 1 (GMT20260423-211905_Recording)
I don't know if anybody else could understand the way it
29:43
S…
Speaker 1 (GMT20260423-211905_Recording)
is and they don't,
29:45
S…
Speaker 1 (GMT20260423-211905_Recording)
I mean, I'm just underneath it all,
29:46
S…
Speaker 1 (GMT20260423-211905_Recording)
just maintaining it.
29:48
S…
Speaker 1 (GMT20260423-211905_Recording)
And we need to make this better.
29:51
S…
Speaker 1 (GMT20260423-211905_Recording)
We need to make it better for sure.
29:53
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
29:53
S…
Speaker 1 (GMT20260423-211905_Recording)
So yeah, a conversation with Maggie will be great too to talk about that whole
29:57
S…
Speaker 1 (GMT20260423-211905_Recording)
phase of things.
29:58
S…
Speaker 1 (GMT20260423-211905_Recording)
I mean, she'll,
29:59
S…
Speaker 1 (GMT20260423-211905_Recording)
she'll.
30:00
S…
Speaker 1 (GMT20260423-211905_Recording)
Love it.
30:00
S…
Speaker 2 (GMT20260423-211905_Recording)
And you can see what she is doing and ways to make things better.
30:04
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
30:04
S…
Speaker 1 (GMT20260423-211905_Recording)
I'd love to know, like,
30:05
S…
Speaker 1 (GMT20260423-211905_Recording)
what's your day to day?
30:06
S…
Speaker 1 (GMT20260423-211905_Recording)
What's your process?
30:06
S…
Speaker 1 (GMT20260423-211905_Recording)
How are you,
30:07
S…
Speaker 1 (GMT20260423-211905_Recording)
you know,
30:08
S…
Speaker 1 (GMT20260423-211905_Recording)
what are you doing?
30:08
S…
Speaker 1 (GMT20260423-211905_Recording)
How are you going in?
30:09
S…
Speaker 1 (GMT20260423-211905_Recording)
What are you, what are you trying?
30:11
S…
Speaker 2 (GMT20260423-211905_Recording)
And the things that she has to do now to report
30:15
S…
Speaker 1 (GMT20260423-211905_Recording)
up.
30:16
S…
Speaker 2 (GMT20260423-211905_Recording)
So now there is a controller from our parent.
30:21
S…
Speaker 2 (GMT20260423-211905_Recording)
company working with her and she's got to give all these numbers and
30:25
S…
Speaker 2 (GMT20260423-211905_Recording)
the way they they've set us up to a deferred revenue i think is
30:29
S…
Speaker 2 (GMT20260423-211905_Recording)
the right way to say it so like when uh when we get a membership they're setting up
30:34
S…
Speaker 1 (GMT20260423-211905_Recording)
um
30:35
S…
Speaker 2 (GMT20260423-211905_Recording)
um she calls it her workbook of their contract is
30:39
S…
Speaker 2 (GMT20260423-211905_Recording)
for a year and so now what portion of that contract
30:43
S…
Speaker 2 (GMT20260423-211905_Recording)
is going to go to this area and that area and that area and then when they drop membership
30:48
S…
Speaker 2 (GMT20260423-211905_Recording)
now you have to go in and edit and it's gotten really complicated for her so
30:52
S…
Speaker 2 (GMT20260423-211905_Recording)
she needs to be able to look and find what she needs and keep
30:56
S…
Speaker 1 (GMT20260423-211905_Recording)
so
30:58
S…
Speaker 2 (GMT20260423-211905_Recording)
And things have changed in a wonderful way for her.
31:01
S…
Speaker 2 (GMT20260423-211905_Recording)
She's thrilled about it,
31:02
S…
Speaker 2 (GMT20260423-211905_Recording)
but it's gotten much more complicated.
31:04
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
31:04
S…
Speaker 2 (GMT20260423-211905_Recording)
So the more she can learn about what she's
31:09
S…
Speaker 2 (GMT20260423-211905_Recording)
always been doing, she doesn't know why she's been doing it in Keep.
31:11
S…
Speaker 2 (GMT20260423-211905_Recording)
She just knows she has been and that things have been tying out.
31:14
S…
Speaker 2 (GMT20260423-211905_Recording)
But to have an understanding of it will.
31:18
S…
Speaker 2 (GMT20260423-211905_Recording)
I'm sure ease up with what she's got going on.
31:22
S…
Speaker 2 (GMT20260423-211905_Recording)
Her demands now are more with the ensemble group
31:26
S…
Speaker 2 (GMT20260423-211905_Recording)
and what they're asking in terms of what's happening.
31:28
S…
Speaker 2 (GMT20260423-211905_Recording)
The only one in billing for us.
31:32
S…
Speaker 1 (GMT20260423-211905_Recording)
So yeah,
31:34
S…
Speaker 1 (GMT20260423-211905_Recording)
we can make her job easier.
31:36
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
31:37
S…
Speaker 1 (GMT20260423-211905_Recording)
I'm sure she'll love that.
31:38
S…
Speaker 2 (GMT20260423-211905_Recording)
Everybody's a dynamo.
31:40
S…
Speaker 1 (GMT20260423-211905_Recording)
Everyone's working.
31:41
S…
Speaker 1 (GMT20260423-211905_Recording)
It sounds like you've got a great team.
31:42
S…
Speaker 1 (GMT20260423-211905_Recording)
I love it.
31:42
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah. Yeah,
31:43
S…
Speaker 1 (GMT20260423-211905_Recording)
we do.
31:44
S…
Speaker 1 (GMT20260423-211905_Recording)
We do.
31:44
S…
Speaker 2 (GMT20260423-211905_Recording)
It's just, we're just a little.
31:46
S…
Speaker 2 (GMT20260423-211905_Recording)
scattered at times.
31:47
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
31:47
S…
Speaker 1 (GMT20260423-211905_Recording)
You know, yeah,
31:49
S…
Speaker 1 (GMT20260423-211905_Recording)
that happens.
31:50
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
31:50
S…
Speaker 1 (GMT20260423-211905_Recording)
It's life.
31:51
S…
Speaker 2 (GMT20260423-211905_Recording)
So everybody just needs to be able to be using things a little better.
31:54
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
31:56
S…
Speaker 1 (GMT20260423-211905_Recording)
So it sounds like we can set up a call with Hillary and Randy,
32:00
S…
Speaker 1 (GMT20260423-211905_Recording)
Maggie,
32:01
S…
Speaker 1 (GMT20260423-211905_Recording)
and then also would love to get on,
32:04
S…
Speaker 1 (GMT20260423-211905_Recording)
you know,
32:05
S…
Speaker 1 (GMT20260423-211905_Recording)
at some point kind of in this phase one is with Alyssa and find out.
32:09
S…
Speaker 1 (GMT20260423-211905_Recording)
from her also how are you doing pages and will we want Trina involved
32:13
S…
Speaker 1 (GMT20260423-211905_Recording)
in anything would we want her on with Alyssa maybe just to kind of hear
32:17
S…
Speaker 1 (GMT20260423-211905_Recording)
how that process works and yeah I would say Alyssa for sure
32:22
S…
Speaker 2 (GMT20260423-211905_Recording)
potentially with Hillary and Randy because Hillary's workload
32:26
S…
Speaker 2 (GMT20260423-211905_Recording)
has become heavy and so they are the thought processes
32:30
S…
Speaker 2 (GMT20260423-211905_Recording)
maybe Trina could come in and help
32:32
S…
Speaker 2 (GMT20260423-211905_Recording)
Like if Hillary's still building her automations,
32:35
S…
Speaker 2 (GMT20260423-211905_Recording)
maybe Trina could be the one filling them for her kind of a thing.
32:38
S…
Speaker 2 (GMT20260423-211905_Recording)
So Trina might be there as well.
32:40
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
32:40
S…
Speaker 2 (GMT20260423-211905_Recording)
She's starting to get a better understanding of automation building as
32:45
S…
Speaker 2 (GMT20260423-211905_Recording)
well. So Trina might actually be on that one there.
32:48
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
32:48
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
32:49
S…
Speaker 1 (GMT20260423-211905_Recording)
So I think that would be good for us to kind of look at in the next week or
32:53
S…
Speaker 1 (GMT20260423-211905_Recording)
two, if we could start kind of lining those up.
32:55
S…
Speaker 1 (GMT20260423-211905_Recording)
Because like I said,
32:56
S…
Speaker 1 (GMT20260423-211905_Recording)
the first thing is I'll just start kind of poking around.
32:59
S…
Speaker 1 (GMT20260423-211905_Recording)
I won't touch anything like that,
33:00
S…
Speaker 1 (GMT20260423-211905_Recording)
but I just want to start looking structure -wise.
33:03
S…
Speaker 1 (GMT20260423-211905_Recording)
How are things set up?
33:04
S…
Speaker 1 (GMT20260423-211905_Recording)
What's currently happening?
33:07
S…
Speaker 1 (GMT20260423-211905_Recording)
Then I want to kind of gather and hear the current process.
33:10
S…
Speaker 1 (GMT20260423-211905_Recording)
How are we doing things?
33:11
S…
Speaker 1 (GMT20260423-211905_Recording)
In their mind,
33:15
S…
Speaker 1 (GMT20260423-211905_Recording)
what's working well and what isn't.
33:17
S…
Speaker 1 (GMT20260423-211905_Recording)
Cause I think that would be good for you to hear too.
33:19
S…
Speaker 1 (GMT20260423-211905_Recording)
Like, what do they think is working great and what are their challenges
33:23
S…
Speaker 1 (GMT20260423-211905_Recording)
that, you know,
33:24
S…
Speaker 1 (GMT20260423-211905_Recording)
maybe you don't even know that they have.
33:27
S…
Speaker 1 (GMT20260423-211905_Recording)
And so, you know,
33:28
S…
Speaker 1 (GMT20260423-211905_Recording)
what would they like to get out of,
33:30
S…
Speaker 1 (GMT20260423-211905_Recording)
out of this process as well?
33:32
S…
Speaker 1 (GMT20260423-211905_Recording)
I'd love to,
33:33
S…
Speaker 1 (GMT20260423-211905_Recording)
you know,
33:34
S…
Speaker 1 (GMT20260423-211905_Recording)
to kind of set those expectations and ask them that as well.
33:37
S…
Speaker 2 (GMT20260423-211905_Recording)
They probably don't.
33:39
S…
Speaker 2 (GMT20260423-211905_Recording)
fully understand that i think it's messy you know they're
33:43
S…
Speaker 1 (GMT20260423-211905_Recording)
probably like why everything's great yeah like they probably do they're like
33:47
S…
Speaker 2 (GMT20260423-211905_Recording)
yeah keep it the thing that kind of cracks me up i keep saying this to benjamin it
33:52
S…
Speaker 2 (GMT20260423-211905_Recording)
glitched again it glitched again and he's like i think i
33:56
S…
Speaker 2 (GMT20260423-211905_Recording)
can count on one hand the number of true glitches in keep like there's
34:01
S…
Speaker 2 (GMT20260423-211905_Recording)
probably something else but like so that's where i kind of kept saying to mary this impression
34:05
S…
Speaker 2 (GMT20260423-211905_Recording)
that keep isn't working well like you guys
34:08
S…
Speaker 2 (GMT20260423-211905_Recording)
It's not, it could be keep.
34:10
S…
Speaker 2 (GMT20260423-211905_Recording)
I, it could be,
34:11
S…
Speaker 1 (GMT20260423-211905_Recording)
I know.
34:12
S…
Speaker 1 (GMT20260423-211905_Recording)
Every now and then it is.
34:13
S…
Speaker 1 (GMT20260423-211905_Recording)
Yes. I will say there is no perfect software tech stuff happens.
34:17
S…
Speaker 1 (GMT20260423-211905_Recording)
Right.
34:17
S…
Speaker 1 (GMT20260423-211905_Recording)
Yes.
34:18
S…
Speaker 1 (GMT20260423-211905_Recording)
And, but a lot of times,
34:19
S…
Speaker 1 (GMT20260423-211905_Recording)
yeah,
34:20
S…
Speaker 1 (GMT20260423-211905_Recording)
that's what we find,
34:21
S…
Speaker 1 (GMT20260423-211905_Recording)
you know?
34:22
S…
Speaker 1 (GMT20260423-211905_Recording)
And that's what this other company kept saying.
34:23
S…
Speaker 1 (GMT20260423-211905_Recording)
People aren't getting our emails.
34:25
S…
Speaker 1 (GMT20260423-211905_Recording)
Like there's something broken.
34:26
S…
Speaker 1 (GMT20260423-211905_Recording)
It's not working.
34:27
S…
Speaker 1 (GMT20260423-211905_Recording)
Well, they hadn't configured it.
34:28
S…
Speaker 1 (GMT20260423-211905_Recording)
Right. Of course they're not going to go out.
34:29
S…
Speaker 1 (GMT20260423-211905_Recording)
Like it was,
34:30
S…
Speaker 1 (GMT20260423-211905_Recording)
you know,
34:31
S…
Speaker 1 (GMT20260423-211905_Recording)
so.
34:31
S…
Speaker 1 (GMT20260423-211905_Recording)
So,
34:33
S…
Speaker 2 (GMT20260423-211905_Recording)
so setting up those meetings.
34:37
S…
Speaker 1 (GMT20260423-211905_Recording)
Do you,
34:37
S…
Speaker 2 (GMT20260423-211905_Recording)
is there anything that they would need to prep for that was kind of Mary's one thing is
34:42
S…
Speaker 2 (GMT20260423-211905_Recording)
to make sure.
34:42
S…
Speaker 1 (GMT20260423-211905_Recording)
Right.
34:43
S…
Speaker 1 (GMT20260423-211905_Recording)
That we're kind of using that time in the best.
34:46
S…
Speaker 1 (GMT20260423-211905_Recording)
I think,
34:47
S…
Speaker 1 (GMT20260423-211905_Recording)
you know,
34:49
S…
Speaker 1 (GMT20260423-211905_Recording)
for me,
34:50
S…
Speaker 1 (GMT20260423-211905_Recording)
like I said,
34:50
S…
Speaker 1 (GMT20260423-211905_Recording)
I would love,
34:51
S…
Speaker 1 (GMT20260423-211905_Recording)
and I don't know if,
34:53
S…
Speaker 1 (GMT20260423-211905_Recording)
and you tell me because I don't want anybody to feel like
34:57
S…
Speaker 1 (GMT20260423-211905_Recording)
we're criticizing or nervous.
35:00
S…
Speaker 1 (GMT20260423-211905_Recording)
that we're judging but I would even love like if they just kind of shared their screen
35:04
S…
Speaker 1 (GMT20260423-211905_Recording)
if what if they're open to it like show me what you're doing again not from
35:08
S…
Speaker 1 (GMT20260423-211905_Recording)
a finger pointing you're doing it wrong I just need to understand
35:12
S…
Speaker 1 (GMT20260423-211905_Recording)
what their thought process is and how they're doing this because I can look at it all
35:16
S…
Speaker 1 (GMT20260423-211905_Recording)
day long but I need to know what are they thinking when they're doing this
35:21
S…
Speaker 2 (GMT20260423-211905_Recording)
um and that'll go over perfectly fine okay because
35:25
S…
Speaker 1 (GMT20260423-211905_Recording)
I just say that because you know it does happen where sometimes they come in and you
35:29
S…
Speaker 1 (GMT20260423-211905_Recording)
know we have to kind of
35:31
S…
Speaker 1 (GMT20260423-211905_Recording)
coach around like don't you know we're not here to yeah
35:36
S…
Speaker 1 (GMT20260423-211905_Recording)
no I criticize we're here to help the company do better and
35:40
S…
Speaker 1 (GMT20260423-211905_Recording)
help everybody you know be more successful yeah no I I
35:44
S…
Speaker 2 (GMT20260423-211905_Recording)
don't think there'll be any problem with that at all it's just it's just to get everything cleaned
35:48
S…
Speaker 2 (GMT20260423-211905_Recording)
up and we're just doing an audit to get our our app working
35:52
S…
Speaker 2 (GMT20260423-211905_Recording)
the way we need it and all of us using it in the same way you know
35:57
S…
Speaker 2 (GMT20260423-211905_Recording)
so no they're
35:58
S…
Speaker 2 (GMT20260423-211905_Recording)
And especially with the issues we've been having with the email and the spam,
36:02
S…
Speaker 2 (GMT20260423-211905_Recording)
like, no,
36:04
S…
Speaker 2 (GMT20260423-211905_Recording)
we're just, they understand that we've been talking about this and wanting this.
36:08
S…
Speaker 2 (GMT20260423-211905_Recording)
And I kind of keep joking.
36:10
S…
Speaker 2 (GMT20260423-211905_Recording)
We're all DIYers.
36:11
S…
Speaker 2 (GMT20260423-211905_Recording)
We've all are self -taught.
36:13
S…
Speaker 2 (GMT20260423-211905_Recording)
Let's bring somebody in to help us do our jobs better.
36:16
S…
Speaker 1 (GMT20260423-211905_Recording)
Perfect.
36:16
S…
Speaker 1 (GMT20260423-211905_Recording)
So I think if they could have an example of a campaign
36:20
S…
Speaker 1 (GMT20260423-211905_Recording)
that they could walk me through maybe recently.
36:22
S…
Speaker 1 (GMT20260423-211905_Recording)
So I would love,
36:25
S…
Speaker 1 (GMT20260423-211905_Recording)
you know,
36:26
S…
Speaker 1 (GMT20260423-211905_Recording)
maybe them to share.
36:28
S…
Speaker 1 (GMT20260423-211905_Recording)
you know, walk me through how they have recently built a
36:32
S…
Speaker 1 (GMT20260423-211905_Recording)
campaign, come to the call with
36:37
S…
Speaker 1 (GMT20260423-211905_Recording)
maybe a couple of
36:41
S…
Speaker 1 (GMT20260423-211905_Recording)
things they think that it does well,
36:43
S…
Speaker 1 (GMT20260423-211905_Recording)
because I kind of want to hear that also,
36:47
S…
Speaker 1 (GMT20260423-211905_Recording)
because then that's going to tell me sometimes we think it's doing
36:51
S…
Speaker 1 (GMT20260423-211905_Recording)
well.
36:52
S…
Speaker 1 (GMT20260423-211905_Recording)
But that's because we don't actually,
36:54
S…
Speaker 1 (GMT20260423-211905_Recording)
but we don't actually are still not doing it correctly.
36:56
S…
Speaker 1 (GMT20260423-211905_Recording)
So sometimes that can still give me insight.
36:58
S…
Speaker 1 (GMT20260423-211905_Recording)
So like,
36:59
S…
Speaker 1 (GMT20260423-211905_Recording)
what do you think keep is doing well?
37:00
S…
Speaker 1 (GMT20260423-211905_Recording)
Like what are,
37:01
S…
Speaker 1 (GMT20260423-211905_Recording)
you know, what are your,
37:02
S…
Speaker 1 (GMT20260423-211905_Recording)
what do you think that strong areas are?
37:04
S…
Speaker 1 (GMT20260423-211905_Recording)
Where do you see keep and what you're doing really work well?
37:08
S…
Speaker 1 (GMT20260423-211905_Recording)
And where do you see the application is lacking?
37:11
S…
Speaker 1 (GMT20260423-211905_Recording)
Where are you frustrated?
37:13
S…
Speaker 1 (GMT20260423-211905_Recording)
What are the bottlenecks and the issues that come up that
37:17
S…
Speaker 1 (GMT20260423-211905_Recording)
you find keep you from being able to do your job?
37:22
S…
Speaker 1 (GMT20260423-211905_Recording)
So maybe if they can be thinking kind of around those things
37:27
S…
Speaker 1 (GMT20260423-211905_Recording)
and then we can kind of run through it again,
37:29
S…
Speaker 1 (GMT20260423-211905_Recording)
that first call with them is really not solution oriented yet.
37:33
S…
Speaker 1 (GMT20260423-211905_Recording)
It's more of us really looking at what
37:38
S…
Speaker 1 (GMT20260423-211905_Recording)
are we currently doing?
37:39
S…
Speaker 3 (GMT20260423-211905_Recording)
Okay.
37:40
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah.
37:41
S…
Speaker 2 (GMT20260423-211905_Recording)
It's more like discovery again.
37:43
S…
Speaker 1 (GMT20260423-211905_Recording)
Exactly.
37:44
S…
Speaker 1 (GMT20260423-211905_Recording)
This first kind of first part here is mostly
37:48
S…
Speaker 1 (GMT20260423-211905_Recording)
focused on discovery.
37:52
S…
Speaker 1 (GMT20260423-211905_Recording)
Because I need to know.
37:53
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah.
37:53
S…
Speaker 2 (GMT20260423-211905_Recording)
Maybe that's a good way I can frame it.
37:55
S…
Speaker 2 (GMT20260423-211905_Recording)
Like let's,
37:56
S…
Speaker 2 (GMT20260423-211905_Recording)
we just need more discovery.
37:57
S…
Speaker 2 (GMT20260423-211905_Recording)
You and I have talked,
37:58
S…
Speaker 2 (GMT20260423-211905_Recording)
but like the next stage of discovery is these specific lanes.
38:02
S…
Speaker 3 (GMT20260423-211905_Recording)
Yes.
38:03
S…
Speaker 2 (GMT20260423-211905_Recording)
You know, billing and landing pages and automations.
38:07
S…
Speaker 2 (GMT20260423-211905_Recording)
And do you think they're all three separate?
38:08
S…
Speaker 3 (GMT20260423-211905_Recording)
Yes.
38:09
S…
Speaker 3 (GMT20260423-211905_Recording)
Okay.
38:10
S…
Speaker 3 (GMT20260423-211905_Recording)
I do.
38:11
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
38:11
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah.
38:12
S…
Speaker 2 (GMT20260423-211905_Recording)
I think that's a great way to frame it up.
38:14
S…
Speaker 2 (GMT20260423-211905_Recording)
We're just going to get to that next level.
38:16
S…
Speaker 2 (GMT20260423-211905_Recording)
And then, and then.
38:18
S…
Speaker 2 (GMT20260423-211905_Recording)
work from there because you still just need to understand before you can come
38:23
S…
Speaker 1 (GMT20260423-211905_Recording)
up with exactly I won't do yeah I won't do a good job if I don't fully
38:27
S…
Speaker 1 (GMT20260423-211905_Recording)
understand how they're doing it and why they're doing it
38:31
S…
Speaker 1 (GMT20260423-211905_Recording)
that way because that'll really give me insight too because sometimes it's like ah
38:36
S…
Speaker 1 (GMT20260423-211905_Recording)
okay so I see what your thought process was but that isn't
38:40
S…
Speaker 1 (GMT20260423-211905_Recording)
tech -wise,
38:41
S…
Speaker 1 (GMT20260423-211905_Recording)
how you would want to best do that.
38:43
S…
Speaker 1 (GMT20260423-211905_Recording)
But sometimes I don't know that if I don't know what their thinking process is.
38:46
S…
Speaker 1 (GMT20260423-211905_Recording)
Like, I want to actually know,
38:47
S…
Speaker 1 (GMT20260423-211905_Recording)
what are you thinking this is going to do?
38:49
S…
Speaker 1 (GMT20260423-211905_Recording)
What is your goal in doing it this way?
38:52
S…
Speaker 1 (GMT20260423-211905_Recording)
What are you trying to achieve?
38:53
S…
Speaker 1 (GMT20260423-211905_Recording)
So that I can then say,
38:55
S…
Speaker 1 (GMT20260423-211905_Recording)
hmm, that's not the best way,
38:57
S…
Speaker 2 (GMT20260423-211905_Recording)
or yeah, that's right,
38:58
S…
Speaker 1 (GMT20260423-211905_Recording)
but, you know,
38:59
S…
Speaker 1 (GMT20260423-211905_Recording)
or whatever it might be.
39:00
S…
Speaker 1 (GMT20260423-211905_Recording)
But yeah, I really want to just observe and see
39:04
S…
Speaker 1 (GMT20260423-211905_Recording)
what they're thinking and what they're doing.
39:08
S…
Speaker 2 (GMT20260423-211905_Recording)
Um, to set those calls up,
39:10
S…
Speaker 2 (GMT20260423-211905_Recording)
what is,
39:11
S…
Speaker 2 (GMT20260423-211905_Recording)
do you have a way for me to see your calendar that I can maybe look at your calendar with
39:15
S…
Speaker 1 (GMT20260423-211905_Recording)
them?
39:15
S…
Speaker 2 (GMT20260423-211905_Recording)
Are you a Calendly person or?
39:18
S…
Speaker 3 (GMT20260423-211905_Recording)
Yes,
39:19
S…
Speaker 1 (GMT20260423-211905_Recording)
I have a link.
39:20
S…
Speaker 1 (GMT20260423-211905_Recording)
I can send it to you.
39:21
S…
Speaker 1 (GMT20260423-211905_Recording)
I think it's only in blocks of 30.
39:23
S…
Speaker 1 (GMT20260423-211905_Recording)
So I think honestly,
39:24
S…
Speaker 1 (GMT20260423-211905_Recording)
what I'll do if you're okay with it is let me.
39:28
S…
Speaker 1 (GMT20260423-211905_Recording)
Because it only shows 30 and then I don't think it shows because it's more for discovery
39:32
S…
Speaker 1 (GMT20260423-211905_Recording)
type things.
39:34
S…
Speaker 1 (GMT20260423-211905_Recording)
And this I would want an hour with each person.
39:36
S…
Speaker 1 (GMT20260423-211905_Recording)
Are you OK with me just like tonight running through my calendar and just sending you
39:40
S…
Speaker 1 (GMT20260423-211905_Recording)
dates and times and you can look at that with them because then I can we can get an hour.
39:44
S…
Speaker 1 (GMT20260423-211905_Recording)
I don't think 30 minutes is enough.
39:46
S…
Speaker 1 (GMT20260423-211905_Recording)
I think it's going to be more of a hassle using my calendar link.
39:49
S…
Speaker 1 (GMT20260423-211905_Recording)
I should probably set up an hour one at some point.
39:51
S…
Speaker 1 (GMT20260423-211905_Recording)
So I'll send.
39:54
S…
Speaker 1 (GMT20260423-211905_Recording)
Is there days for sure where you're just like,
39:56
S…
Speaker 1 (GMT20260423-211905_Recording)
don't bother,
39:57
S…
Speaker 1 (GMT20260423-211905_Recording)
like it's a crazy day for us?
40:00
S…
Speaker 3 (GMT20260423-211905_Recording)
You know, Monday,
40:00
S…
Speaker 1 (GMT20260423-211905_Recording)
Tuesdays are really heavy work.
40:03
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
40:03
S…
Speaker 2 (GMT20260423-211905_Recording)
Same for me.
40:04
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah.
40:05
S…
Speaker 1 (GMT20260423-211905_Recording)
Yep. They set this up company wise.
40:07
S…
Speaker 1 (GMT20260423-211905_Recording)
We're only supposed to have meetings on Monday,
40:09
S…
Speaker 1 (GMT20260423-211905_Recording)
Tuesday.
40:09
S…
Speaker 1 (GMT20260423-211905_Recording)
And it's awful.
40:10
S…
Speaker 2 (GMT20260423-211905_Recording)
It is.
40:11
S…
Speaker 2 (GMT20260423-211905_Recording)
Cause then how do you get anything done?
40:13
S…
Speaker 2 (GMT20260423-211905_Recording)
Like you still have to do work.
40:14
S…
Speaker 1 (GMT20260423-211905_Recording)
And your days are just like,
40:16
S…
Speaker 1 (GMT20260423-211905_Recording)
you can't even get your week started.
40:18
S…
Speaker 1 (GMT20260423-211905_Recording)
You're just, and you have stuff the week.
40:20
S…
Speaker 1 (GMT20260423-211905_Recording)
I have my work week to do and I'm just meeting,
40:22
S…
Speaker 3 (GMT20260423-211905_Recording)
meeting, meeting.
40:23
S…
Speaker 1 (GMT20260423-211905_Recording)
And now that's piled on.
40:24
S…
Speaker 1 (GMT20260423-211905_Recording)
And then you're tired when you,
40:25
S…
Speaker 1 (GMT20260423-211905_Recording)
it's awful.
40:27
S…
Speaker 3 (GMT20260423-211905_Recording)
It's the worst.
40:28
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah, that's the way we are.
40:30
S…
Speaker 3 (GMT20260423-211905_Recording)
Okay,
40:31
S…
Speaker 2 (GMT20260423-211905_Recording)
so Wednesday through Friday is ideal.
40:34
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah,
40:35
S…
Speaker 2 (GMT20260423-211905_Recording)
same with me.
40:35
S…
Speaker 3 (GMT20260423-211905_Recording)
Probably Wednesday, Thursday.
40:36
S…
Speaker 2 (GMT20260423-211905_Recording)
Yep,
40:38
S…
Speaker 2 (GMT20260423-211905_Recording)
no, that's great.
40:38
S…
Speaker 2 (GMT20260423-211905_Recording)
So I'll send sometimes for
40:42
S…
Speaker 2 (GMT20260423-211905_Recording)
next week and the week after.
40:44
S…
Speaker 2 (GMT20260423-211905_Recording)
Do you think I need to go any further?
40:47
S…
Speaker 1 (GMT20260423-211905_Recording)
then no, let's do two weeks and we'll see if we can't get all.
40:49
S…
Speaker 2 (GMT20260423-211905_Recording)
Yeah, ideally that'd be great.
40:51
S…
Speaker 2 (GMT20260423-211905_Recording)
Okay.
40:52
S…
Speaker 2 (GMT20260423-211905_Recording)
And if not, we can look at the week after,
40:53
S…
Speaker 2 (GMT20260423-211905_Recording)
but yeah, I'll send you some time blocks and that way you can set that up.
40:58
S…
Speaker 2 (GMT20260423-211905_Recording)
So my next steps is I will reach out to Ben,
41:01
S…
Speaker 2 (GMT20260423-211905_Recording)
see if there's anything he can do.
41:03
S…
Speaker 2 (GMT20260423-211905_Recording)
If not, I'll use your account.
41:06
S…
Speaker 2 (GMT20260423-211905_Recording)
No problem for now.
41:07
S…
Speaker 2 (GMT20260423-211905_Recording)
I'm going to send you availabilities because I think,
41:10
S…
Speaker 2 (GMT20260423-211905_Recording)
yeah, part of this next step is that I want to meet with them again.
41:16
S…
Speaker 2 (GMT20260423-211905_Recording)
We're not giving a whole lot of suggestions.
41:18
S…
Speaker 2 (GMT20260423-211905_Recording)
I mean, if something is blatant while we're talking and it's like,
41:20
S…
Speaker 2 (GMT20260423-211905_Recording)
oh, my gosh, don't do that.
41:21
S…
Speaker 2 (GMT20260423-211905_Recording)
Otherwise, I really just want to come from observe.
41:24
S…
Speaker 2 (GMT20260423-211905_Recording)
What are we doing?
41:25
S…
Speaker 2 (GMT20260423-211905_Recording)
How are we doing it?
41:26
S…
Speaker 2 (GMT20260423-211905_Recording)
Why are we doing it?
41:27
S…
Speaker 2 (GMT20260423-211905_Recording)
And then in the meantime,
41:29
S…
Speaker 2 (GMT20260423-211905_Recording)
I'll get into the app and start kind of poking around,
41:32
S…
Speaker 2 (GMT20260423-211905_Recording)
seeing like start doing kind of a system review.
41:36
S…
Speaker 2 (GMT20260423-211905_Recording)
Like, is there anything glaring right away that that I see in the meantime?
41:40
S…
Speaker 1 (GMT20260423-211905_Recording)
And when you're looking at our app,
41:42
S…
Speaker 1 (GMT20260423-211905_Recording)
the main.
41:43
S…
Speaker 1 (GMT20260423-211905_Recording)
thing that distinguishes a contact that is a member
41:47
S…
Speaker 1 (GMT20260423-211905_Recording)
-related contact versus non -member.
41:50
S…
Speaker 1 (GMT20260423-211905_Recording)
We set up,
41:52
S…
Speaker 1 (GMT20260423-211905_Recording)
there's two fields,
41:53
S…
Speaker 1 (GMT20260423-211905_Recording)
custom fields.
41:54
S…
Speaker 1 (GMT20260423-211905_Recording)
One is membership level and the other one is membership
41:59
S…
Speaker 1 (GMT20260423-211905_Recording)
status, enabled or disabled.
42:01
S…
Speaker 1 (GMT20260423-211905_Recording)
So an enabled contact
42:05
S…
Speaker 1 (GMT20260423-211905_Recording)
is a member contact in some form.
42:08
S…
Speaker 1 (GMT20260423-211905_Recording)
So if they're set to enabled,
42:11
S…
Speaker 1 (GMT20260423-211905_Recording)
that means
42:12
S…
Speaker 1 (GMT20260423-211905_Recording)
It's related to a member that we know of.
42:15
S…
Speaker 1 (GMT20260423-211905_Recording)
We know it's a member contact.
42:16
S…
Speaker 1 (GMT20260423-211905_Recording)
If there's also a level associated with it,
42:19
S…
Speaker 1 (GMT20260423-211905_Recording)
that means they have access to our website
42:23
S…
Speaker 1 (GMT20260423-211905_Recording)
dashboard.
42:24
S…
Speaker 1 (GMT20260423-211905_Recording)
Those two things must be true in order to gain
42:28
S…
Speaker 1 (GMT20260423-211905_Recording)
access to the dashboard we have set up.
42:30
S…
Speaker 1 (GMT20260423-211905_Recording)
So that's kind of the portal window.
42:33
S…
Speaker 1 (GMT20260423-211905_Recording)
And Sixth Division set this up for us.
42:35
S…
Speaker 1 (GMT20260423-211905_Recording)
If the status is set to disable,
42:38
S…
Speaker 1 (GMT20260423-211905_Recording)
that is an inside knowledge that it
42:42
S…
Speaker 1 (GMT20260423-211905_Recording)
was previously a member contact,
42:44
S…
Speaker 1 (GMT20260423-211905_Recording)
but is no longer.
42:46
S…
Speaker 1 (GMT20260423-211905_Recording)
So when they're setting up their marketing,
42:49
S…
Speaker 1 (GMT20260423-211905_Recording)
that's always the one thing.
42:51
S…
Speaker 1 (GMT20260423-211905_Recording)
I'm like, just make sure anybody that's enabled can't
42:55
S…
Speaker 1 (GMT20260423-211905_Recording)
come in.
42:58
S…
Speaker 1 (GMT20260423-211905_Recording)
the the struggle is we have member contacts that
43:02
S…
Speaker 1 (GMT20260423-211905_Recording)
are in there we don't know it they've signed up for something they saw with a different email or
43:06
S…
Speaker 2 (GMT20260423-211905_Recording)
something right yeah that's that was where it gets hard is because yeah that gets
43:11
S…
Speaker 2 (GMT20260423-211905_Recording)
to be out of our our control which is annoying
43:14
S…
Speaker 1 (GMT20260423-211905_Recording)
So I'm always like,
43:15
S…
Speaker 1 (GMT20260423-211905_Recording)
you always have to have that in the back of your mind too.
43:17
S…
Speaker 3 (GMT20260423-211905_Recording)
Right.
43:17
S…
Speaker 1 (GMT20260423-211905_Recording)
Saying things,
43:18
S…
Speaker 1 (GMT20260423-211905_Recording)
you might be speaking with a member,
43:20
S…
Speaker 1 (GMT20260423-211905_Recording)
just kind of have that in the back of your mind,
43:24
S…
Speaker 1 (GMT20260423-211905_Recording)
but just in general,
43:25
S…
Speaker 1 (GMT20260423-211905_Recording)
that's the way it was set up in there.
43:27
S…
Speaker 1 (GMT20260423-211905_Recording)
That's kind of the two distinguishing factors that,
43:31
S…
Speaker 1 (GMT20260423-211905_Recording)
that they're an enabled,
43:32
S…
Speaker 1 (GMT20260423-211905_Recording)
enabled means it's member related with a level also
43:36
S…
Speaker 1 (GMT20260423-211905_Recording)
gives them access.
43:37
S…
Speaker 1 (GMT20260423-211905_Recording)
So like when we send out our weekly newsletter,
43:40
S…
Speaker 1 (GMT20260423-211905_Recording)
it goes to all enabled contacts.
43:43
S…
Speaker 1 (GMT20260423-211905_Recording)
It's just an easy change.
43:44
S…
Speaker 2 (GMT20260423-211905_Recording)
It's a member,
43:45
S…
Speaker 2 (GMT20260423-211905_Recording)
basically,
43:47
S…
Speaker 2 (GMT20260423-211905_Recording)
newsletter related.
43:48
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
43:48
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
43:48
S…
Speaker 1 (GMT20260423-211905_Recording)
Some are enabled but don't have a membership
43:53
S…
Speaker 1 (GMT20260423-211905_Recording)
level assessment because then that means they won't be able to get into the
43:57
S…
Speaker 1 (GMT20260423-211905_Recording)
dashboard.
43:57
S…
Speaker 1 (GMT20260423-211905_Recording)
So like I've got a studio with seven people and they
44:01
S…
Speaker 1 (GMT20260423-211905_Recording)
want all seven to get the communication,
44:03
S…
Speaker 1 (GMT20260423-211905_Recording)
but not all seven are going to have access to the dashboard.
44:07
S…
Speaker 2 (GMT20260423-211905_Recording)
Got it.
44:07
S…
Speaker 1 (GMT20260423-211905_Recording)
We tried to keep that just for the primary.
44:11
S…
Speaker 1 (GMT20260423-211905_Recording)
One, two,
44:12
S…
Speaker 1 (GMT20260423-211905_Recording)
if needed,
44:12
S…
Speaker 1 (GMT20260423-211905_Recording)
but we hope it's just one person within that studio.
44:16
S…
Speaker 1 (GMT20260423-211905_Recording)
So they'll be an executive enabled.
44:18
S…
Speaker 1 (GMT20260423-211905_Recording)
They get access to the dashboard,
44:21
S…
Speaker 1 (GMT20260423-211905_Recording)
but the rest of their people,
44:22
S…
Speaker 1 (GMT20260423-211905_Recording)
fine, come,
44:23
S…
Speaker 1 (GMT20260423-211905_Recording)
you can get the newsletter.
44:24
S…
Speaker 1 (GMT20260423-211905_Recording)
So that's also mindset.
44:26
S…
Speaker 1 (GMT20260423-211905_Recording)
So whoever's sending out that newsletter is like,
44:28
S…
Speaker 1 (GMT20260423-211905_Recording)
okay, this is going to not just owners,
44:30
S…
Speaker 1 (GMT20260423-211905_Recording)
but anybody else in their team or company.
44:34
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah.
44:35
S…
Speaker 3 (GMT20260423-211905_Recording)
So we get it.
44:36
S…
Speaker 1 (GMT20260423-211905_Recording)
There's just all these weird things that we just.
44:39
S…
Speaker 1 (GMT20260423-211905_Recording)
know ourselves,
44:40
S…
Speaker 1 (GMT20260423-211905_Recording)
you know,
44:41
S…
Speaker 1 (GMT20260423-211905_Recording)
and they'll say, well, Laura,
44:42
S…
Speaker 1 (GMT20260423-211905_Recording)
how do I send this to these people?
44:44
S…
Speaker 1 (GMT20260423-211905_Recording)
Like,
44:45
S…
Speaker 1 (GMT20260423-211905_Recording)
okay, I put another layer in somewhere else.
44:47
S…
Speaker 1 (GMT20260423-211905_Recording)
Now say it's studio or we use person type is a big thing
44:51
S…
Speaker 1 (GMT20260423-211905_Recording)
for us to person type owner or business partner with
44:56
S…
Speaker 1 (GMT20260423-211905_Recording)
an enabled level.
44:57
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
44:58
S…
Speaker 1 (GMT20260423-211905_Recording)
So that's all our owners.
45:00
S…
Speaker 2 (GMT20260423-211905_Recording)
Then now you're just hitting the people that we know are an
45:04
S…
Speaker 2 (GMT20260423-211905_Recording)
owner or potential a business partner,
45:06
S…
Speaker 2 (GMT20260423-211905_Recording)
because that was a weird area we carried over from the old system.
45:10
S…
Speaker 2 (GMT20260423-211905_Recording)
And do we call them both owners or not?
45:13
S…
Speaker 2 (GMT20260423-211905_Recording)
But still,
45:14
S…
Speaker 2 (GMT20260423-211905_Recording)
I can't just move them all to owner.
45:16
S…
Speaker 2 (GMT20260423-211905_Recording)
We still use.
45:17
S…
Speaker 2 (GMT20260423-211905_Recording)
But anyway,
45:18
S…
Speaker 2 (GMT20260423-211905_Recording)
like, so now do this,
45:19
S…
Speaker 2 (GMT20260423-211905_Recording)
do these search functions here.
45:21
S…
Speaker 2 (GMT20260423-211905_Recording)
I'll make you I'll make you a search,
45:23
S…
Speaker 2 (GMT20260423-211905_Recording)
a safe search.
45:23
S…
Speaker 2 (GMT20260423-211905_Recording)
Just do this safe search.
45:25
S…
Speaker 2 (GMT20260423-211905_Recording)
And you need a little different.
45:27
S…
Speaker 2 (GMT20260423-211905_Recording)
OK, tell me again.
45:28
S…
Speaker 1 (GMT20260423-211905_Recording)
Mm -hmm.
45:28
S…
Speaker 1 (GMT20260423-211905_Recording)
Own that one.
45:29
S…
Speaker 1 (GMT20260423-211905_Recording)
Make another one.
45:30
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
45:30
S…
Speaker 2 (GMT20260423-211905_Recording)
All these little things we have in the backside.
45:32
S…
Speaker 2 (GMT20260423-211905_Recording)
So person type is a big thing for us just for identifying.
45:37
S…
Speaker 2 (GMT20260423-211905_Recording)
on our side,
45:38
S…
Speaker 2 (GMT20260423-211905_Recording)
a little bit more about a person at a glance.
45:41
S…
Speaker 3 (GMT20260423-211905_Recording)
Okay.
45:41
S…
Speaker 2 (GMT20260423-211905_Recording)
Oh, it's an owner,
45:42
S…
Speaker 2 (GMT20260423-211905_Recording)
it's a business partner.
45:43
S…
Speaker 2 (GMT20260423-211905_Recording)
So maybe it's an owner,
45:44
S…
Speaker 2 (GMT20260423-211905_Recording)
but maybe not.
45:45
S…
Speaker 2 (GMT20260423-211905_Recording)
It's kind of in the middle business manager.
45:47
S…
Speaker 3 (GMT20260423-211905_Recording)
Oh, that's,
45:48
S…
Speaker 2 (GMT20260423-211905_Recording)
that's somebody that's important to this studio,
45:50
S…
Speaker 2 (GMT20260423-211905_Recording)
but they don't want them to have access.
45:51
S…
Speaker 2 (GMT20260423-211905_Recording)
Just all these things.
45:53
S…
Speaker 1 (GMT20260423-211905_Recording)
So in the billing part,
45:55
S…
Speaker 1 (GMT20260423-211905_Recording)
that's where Maggie's going in,
45:57
S…
Speaker 1 (GMT20260423-211905_Recording)
or that's part of what's being updated when they
46:01
S…
Speaker 1 (GMT20260423-211905_Recording)
get to suspended phase,
46:02
S…
Speaker 1 (GMT20260423-211905_Recording)
right. As we're taking out the level.
46:04
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
46:05
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah.
46:06
S…
Speaker 2 (GMT20260423-211905_Recording)
Or disabled is what happens first.
46:07
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
46:08
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah.
46:11
S…
Speaker 2 (GMT20260423-211905_Recording)
The level stays.
46:12
S…
Speaker 2 (GMT20260423-211905_Recording)
And even once they're disabled,
46:13
S…
Speaker 2 (GMT20260423-211905_Recording)
the level can stay too,
46:15
S…
Speaker 2 (GMT20260423-211905_Recording)
just as a reference.
46:17
S…
Speaker 1 (GMT20260423-211905_Recording)
Got it.
46:18
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
46:18
S…
Speaker 1 (GMT20260423-211905_Recording)
So it's that enable,
46:20
S…
Speaker 1 (GMT20260423-211905_Recording)
disable.
46:20
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
46:21
S…
Speaker 2 (GMT20260423-211905_Recording)
Another thing I'll be curious to hear your thoughts on is we started using person
46:25
S…
Speaker 1 (GMT20260423-211905_Recording)
notes.
46:26
S…
Speaker 2 (GMT20260423-211905_Recording)
Like, should we be using person notes?
46:28
S…
Speaker 3 (GMT20260423-211905_Recording)
Should we be using notes?
46:29
S…
Speaker 2 (GMT20260423-211905_Recording)
That'll be a discussion for another day.
46:30
S…
Speaker 2 (GMT20260423-211905_Recording)
But like,
46:31
S…
Speaker 2 (GMT20260423-211905_Recording)
what is our best record keeping?
46:33
S…
Speaker 2 (GMT20260423-211905_Recording)
Where do we keep history on these people?
46:35
S…
Speaker 2 (GMT20260423-211905_Recording)
You know, of all the things they were suspended or they emailed or they said this
46:39
S…
Speaker 2 (GMT20260423-211905_Recording)
and then we said that and all the stuff that's happening in
46:44
S…
Speaker 2 (GMT20260423-211905_Recording)
our emails and our Slack channel,
46:46
S…
Speaker 2 (GMT20260423-211905_Recording)
like I want the history.
46:47
S…
Speaker 1 (GMT20260423-211905_Recording)
Yes, I agree.
46:48
S…
Speaker 2 (GMT20260423-211905_Recording)
And how do we do that correctly?
46:51
S…
Speaker 2 (GMT20260423-211905_Recording)
And what's our best practice there?
46:53
S…
Speaker 2 (GMT20260423-211905_Recording)
I mean, another great thing.
46:55
S…
Speaker 2 (GMT20260423-211905_Recording)
We had a member reach out.
46:57
S…
Speaker 2 (GMT20260423-211905_Recording)
She has joined and canceled membership.
47:01
S…
Speaker 2 (GMT20260423-211905_Recording)
three times and the last time with bad debt and you
47:06
S…
Speaker 2 (GMT20260423-211905_Recording)
know and she's playing the system for sure now she's back again and you
47:10
S…
Speaker 2 (GMT20260423-211905_Recording)
know boo hoo and like you're 1400 behind
47:14
S…
Speaker 2 (GMT20260423-211905_Recording)
still yeah you know and so i was like oh
47:18
S…
Speaker 2 (GMT20260423-211905_Recording)
I know it's a problem child,
47:19
S…
Speaker 2 (GMT20260423-211905_Recording)
but like, where's the story again?
47:22
S…
Speaker 3 (GMT20260423-211905_Recording)
Exactly.
47:22
S…
Speaker 1 (GMT20260423-211905_Recording)
And that's a good use case for why to keep track of all of those notes so
47:26
S…
Speaker 1 (GMT20260423-211905_Recording)
that, you know, Maggie or whoever,
47:28
S…
Speaker 1 (GMT20260423-211905_Recording)
you know, is can easily see,
47:30
S…
Speaker 1 (GMT20260423-211905_Recording)
okay, this is what's going on.
47:31
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
47:32
S…
Speaker 1 (GMT20260423-211905_Recording)
I mean, my big thing,
47:33
S…
Speaker 1 (GMT20260423-211905_Recording)
why I like not using necessarily the person notes on the tab,
47:37
S…
Speaker 1 (GMT20260423-211905_Recording)
but using each note specific because right away it records
47:42
S…
Speaker 1 (GMT20260423-211905_Recording)
the date,
47:43
S…
Speaker 1 (GMT20260423-211905_Recording)
but it's not as easy to delete.
47:46
S…
Speaker 1 (GMT20260423-211905_Recording)
Because I can't tell you how many times using the person notes,
47:50
S…
Speaker 1 (GMT20260423-211905_Recording)
it's just an ongoing kind of text file.
47:52
S…
Speaker 3 (GMT20260423-211905_Recording)
Yeah.
47:53
S…
Speaker 1 (GMT20260423-211905_Recording)
And I've had people accidentally,
47:54
S…
Speaker 1 (GMT20260423-211905_Recording)
I'm like,
47:56
S…
Speaker 1 (GMT20260423-211905_Recording)
how did you accidentally delete the whole record?
47:58
S…
Speaker 1 (GMT20260423-211905_Recording)
But you know,
47:59
S…
Speaker 1 (GMT20260423-211905_Recording)
it's just, it's just easy to go in and just.
48:02
S…
Speaker 1 (GMT20260423-211905_Recording)
type over it or override it.
48:04
S…
Speaker 1 (GMT20260423-211905_Recording)
And then if you don't go in and specifically put the date,
48:07
S…
Speaker 1 (GMT20260423-211905_Recording)
there's no timestamp.
48:08
S…
Speaker 1 (GMT20260423-211905_Recording)
So I prefer,
48:09
S…
Speaker 1 (GMT20260423-211905_Recording)
you know,
48:10
S…
Speaker 1 (GMT20260423-211905_Recording)
just, I don't know if there's a right or wrong.
48:12
S…
Speaker 1 (GMT20260423-211905_Recording)
I always say it about why,
48:14
S…
Speaker 1 (GMT20260423-211905_Recording)
why are they even have person notes?
48:15
S…
Speaker 3 (GMT20260423-211905_Recording)
Cause it's, I don't know.
48:17
S…
Speaker 1 (GMT20260423-211905_Recording)
I think it's silly.
48:18
S…
Speaker 1 (GMT20260423-211905_Recording)
It doesn't really.
48:20
S…
Speaker 2 (GMT20260423-211905_Recording)
isn't there something too like you can't pull the person notes yeah
48:24
S…
Speaker 1 (GMT20260423-211905_Recording)
i think you have to see other ones yeah so there was something there too and
48:28
S…
Speaker 2 (GMT20260423-211905_Recording)
we did start dating person notes and i also we use
48:32
S…
Speaker 2 (GMT20260423-211905_Recording)
um i use company records to tie contacts together which
48:37
S…
Speaker 2 (GMT20260423-211905_Recording)
is important too if if a company drops a need to know who else is in there
48:41
S…
Speaker 2 (GMT20260423-211905_Recording)
yeah but then we get company records that are being created randomly
48:45
S…
Speaker 2 (GMT20260423-211905_Recording)
like we're
48:47
S…
Speaker 2 (GMT20260423-211905_Recording)
where, why is this company?
48:48
S…
Speaker 2 (GMT20260423-211905_Recording)
So I'm always having to mess around with that,
48:50
S…
Speaker 2 (GMT20260423-211905_Recording)
but I'll copy the person notes to the company record.
48:53
S…
Speaker 2 (GMT20260423-211905_Recording)
Nobody else even knows to use company records.
48:56
S…
Speaker 2 (GMT20260423-211905_Recording)
So I always have my second copy there.
48:58
S…
Speaker 1 (GMT20260423-211905_Recording)
You kind of got your backup over there.
49:00
S…
Speaker 2 (GMT20260423-211905_Recording)
Yeah, that's me.
49:01
S…
Speaker 2 (GMT20260423-211905_Recording)
I'm backup all around.
49:02
S…
Speaker 1 (GMT20260423-211905_Recording)
I know,
49:03
S…
Speaker 1 (GMT20260423-211905_Recording)
right? It's like,
49:03
S…
Speaker 1 (GMT20260423-211905_Recording)
I'm always like, why did I do that?
49:05
S…
Speaker 1 (GMT20260423-211905_Recording)
So I'm always adding notes.
49:06
S…
Speaker 1 (GMT20260423-211905_Recording)
You know, if somebody will say,
49:07
S…
Speaker 1 (GMT20260423-211905_Recording)
hey, you know,
49:08
S…
Speaker 1 (GMT20260423-211905_Recording)
refund or,
49:09
S…
Speaker 1 (GMT20260423-211905_Recording)
hey, we want to give them a certain pricing point.
49:11
S…
Speaker 1 (GMT20260423-211905_Recording)
I'm always like, no,
49:12
S…
Speaker 1 (GMT20260423-211905_Recording)
I'm putting this in the notes so that in one month,
49:14
S…
Speaker 1 (GMT20260423-211905_Recording)
three of us are not like,
49:15
S…
Speaker 1 (GMT20260423-211905_Recording)
Why did, why did they pay less?
49:17
S…
Speaker 3 (GMT20260423-211905_Recording)
You know,
49:18
S…
Speaker 1 (GMT20260423-211905_Recording)
why did we do this?
49:19
S…
Speaker 1 (GMT20260423-211905_Recording)
I don't know.
49:19
S…
Speaker 2 (GMT20260423-211905_Recording)
Maggie is a queen of that.
49:22
S…
Speaker 3 (GMT20260423-211905_Recording)
She and I both,
49:23
S…
Speaker 2 (GMT20260423-211905_Recording)
we keep trails of everything.
49:25
S…
Speaker 2 (GMT20260423-211905_Recording)
Every single thing has a note or a reason.
49:28
S…
Speaker 2 (GMT20260423-211905_Recording)
So like we got audited last year.
49:29
S…
Speaker 2 (GMT20260423-211905_Recording)
She's like, oh,
49:30
S…
Speaker 1 (GMT20260423-211905_Recording)
it's here.
49:31
S…
Speaker 1 (GMT20260423-211905_Recording)
Oh, I got it.
49:31
S…
Speaker 1 (GMT20260423-211905_Recording)
Yep.
49:32
S…
Speaker 3 (GMT20260423-211905_Recording)
They were like.
49:34
S…
Speaker 2 (GMT20260423-211905_Recording)
she just was heralded because she has every single thing is documented
49:38
S…
Speaker 2 (GMT20260423-211905_Recording)
good and I'm I'm always preaching that too and you
49:42
S…
Speaker 1 (GMT20260423-211905_Recording)
know it takes a little bit more time but this is it does but in the yeah exactly but
49:47
S…
Speaker 1 (GMT20260423-211905_Recording)
when it does come up it saves so much time um because yeah
49:51
S…
Speaker 1 (GMT20260423-211905_Recording)
you've got that all well good well I know we went over so I want to be respectful of
49:55
S…
Speaker 1 (GMT20260423-211905_Recording)
your time yeah thank you um I feel like this was a good start how are you feeling are
49:59
S…
Speaker 1 (GMT20260423-211905_Recording)
you great okay
50:03
S…
Speaker 1 (GMT20260423-211905_Recording)
Yeah.
50:03
S…
Speaker 2 (GMT20260423-211905_Recording)
So once you're in and you start looking around,
50:05
S…
Speaker 2 (GMT20260423-211905_Recording)
perfect.
50:06
S…
Speaker 2 (GMT20260423-211905_Recording)
I'll get those other meetings set up.
50:08
S…
Speaker 2 (GMT20260423-211905_Recording)
It'll kind of,
50:09
S…
Speaker 2 (GMT20260423-211905_Recording)
you'll have already been looking in there too,
50:12
S…
Speaker 2 (GMT20260423-211905_Recording)
but you'll figure it out pretty quickly with conversations like
50:16
S…
Speaker 2 (GMT20260423-211905_Recording)
how we're working across the aisle for external
50:21
S…
Speaker 2 (GMT20260423-211905_Recording)
and internal.
50:21
S…
Speaker 2 (GMT20260423-211905_Recording)
And I really hope let's just get some structure.
50:25
S…
Speaker 2 (GMT20260423-211905_Recording)
Let's get our categories nailed down that everybody can agree with and everybody's
50:29
S…
Speaker 2 (GMT20260423-211905_Recording)
using them.
50:29
S…
Speaker 1 (GMT20260423-211905_Recording)
And then we document a process.
50:31
S…
Speaker 1 (GMT20260423-211905_Recording)
It's super easy moving forward for anybody who comes in to be able to follow it.
50:35
S…
Speaker 2 (GMT20260423-211905_Recording)
I mean, that's the overall goal.
50:37
S…
Speaker 2 (GMT20260423-211905_Recording)
And that's what we need you to kind of drive with everybody.
50:40
S…
Speaker 1 (GMT20260423-211905_Recording)
And so I'll create that.
50:41
S…
Speaker 1 (GMT20260423-211905_Recording)
I'll own it.
50:42
S…
Speaker 1 (GMT20260423-211905_Recording)
I'll deliver it.
50:43
S…
Speaker 1 (GMT20260423-211905_Recording)
Here's how we're doing it.
50:44
S…
Speaker 1 (GMT20260423-211905_Recording)
Here's your process.
50:45
S…
Speaker 1 (GMT20260423-211905_Recording)
And then we'll meet.
50:48
S…
Speaker 1 (GMT20260423-211905_Recording)
I feel like it will be best then for us to meet after we've had these calls.
50:52
S…
Speaker 1 (GMT20260423-211905_Recording)
And then we can say,
50:53
S…
Speaker 1 (GMT20260423-211905_Recording)
okay.
50:54
S…
Speaker 1 (GMT20260423-211905_Recording)
Here's what I heard.
50:54
S…
Speaker 1 (GMT20260423-211905_Recording)
Here's what I found next.
50:56
S…
Speaker 1 (GMT20260423-211905_Recording)
And then we'll kind of talk next.
50:58
S…
Speaker 1 (GMT20260423-211905_Recording)
And of course,
50:58
S…
Speaker 1 (GMT20260423-211905_Recording)
if anything comes up,
50:59
S…
Speaker 1 (GMT20260423-211905_Recording)
I'm happy to like,
51:01
S…
Speaker 1 (GMT20260423-211905_Recording)
if you're like, oh, so there's something that I really want to talk through before.
51:04
S…
Speaker 1 (GMT20260423-211905_Recording)
I don't want to wait two weeks or whatever.
51:05
S…
Speaker 1 (GMT20260423-211905_Recording)
Let me know.
51:06
S…
Speaker 3 (GMT20260423-211905_Recording)
We'll hop on.
51:07
S…
Speaker 3 (GMT20260423-211905_Recording)
Okay. Okay.
51:08
S…
Speaker 3 (GMT20260423-211905_Recording)
Perfect.
51:09
S…
Speaker 2 (GMT20260423-211905_Recording)
Thank you.
51:10
S…
Speaker 1 (GMT20260423-211905_Recording)
Yes.
51:11
S…
Speaker 3 (GMT20260423-211905_Recording)
Thank you.
51:11
S…
Speaker 1 (GMT20260423-211905_Recording)
It's so good.
51:12
S…
Speaker 3 (GMT20260423-211905_Recording)
I'm so excited.
51:12
S…
Speaker 3 (GMT20260423-211905_Recording)
All good.
51:13
S…
Speaker 1 (GMT20260423-211905_Recording)
Very, very good.
51:14
S…
Speaker 2 (GMT20260423-211905_Recording)
Thank you.
51:15
S…
Speaker 1 (GMT20260423-211905_Recording)
Okay.
51:16
S…
Speaker 3 (GMT20260423-211905_Recording)
Sounds good.
51:17
S…
Speaker 3 (GMT20260423-211905_Recording)
Thanks, Laura.
51:18
S…
Speaker 1 (GMT20260423-211905_Recording)
You too.
51:19
S…
Speaker 1 (GMT20260423-211905_Recording)
Bye.
This transcript was generated by AI (automatic speech recognition). May contain errors — verify against the original audio for critical use. AI policy
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