Demo: November 20

Agenda

Application

• Review last week’s import discussion
• Admin migration 80% complete: ready for demo 1st week Dec
• Import 10% complete
• UX remaining (see last week below)

Marketing

• Tennesse
• Resolution Partners

Happy Thanksgiving! No meetings next week

Application

Last Week’s Conclusions

Use the Group Name to bind clients under a single client name, for import and property record association.

The group represents referrals

Groups Vallikalam, O’Hara are examples of this.

• [x] Status on PAMS usage of referral fields, to ungroup this.

• status report: not yet scheduled, will report in 2 weeks.

The group represents the ‘right’ case of unifying clients under a single name.

Group OKMEN works like this.

1. Review 578 group records. Goal: fix PAMs.
2. Deconvert groups that are referral resources in PAMS.
3. Insure referral sources are still clear in property record.

• If the primary contact names are wrong, the records need cleaned.
• Piotr: pivot table on how many we’re dealing with
  • Pivot table created during meeting
• Neoteric: UX for property index page for customers that have 30 to 50 property records.
• How will client name, property record ID help?

Marketing

Tenneessee

• Review and update TN marketing plan status in Basecamp
• Contact page questions and answers
• Drip Campaign system (max@prptax.com / 1NFranklin)
  • Template draft
  • Style guide draft
  • Focus on copy draft for now

Resolution Partners

• Development has begun using easier, faster CMS; core of which is SC rebuild, too.
• Briefly, review creative brief
  • Confirm brand ‘personality’
  • CRM
  • Website
  • One page downloadable PDF from website
  • Design direction veered from creative brief: “Formal, conservative, concise, no historical or banking references, tight. Probably accompany with tagline for clear messaging.”
• Briefly, review and discuss mockup and visual design direction
• Set Resolution Partners writing assignments