3/5/25
TaCara created a vendor table in marketing portal so we can track active vendors and
3/11/25
$3,250 is needed for TAW
TaCara needs to be able to create cards in Brex
She needs additional “spending limits” which are already assigned Can we make it so she can issue new cards?
I’m have concerns about the audience. I agree that there will likely be members of the TA community within ’s ranks but I’m not sure they will be looking to as their source for new and innovative solutions for sourcing talent. Let’s try to find an audience that is more focusd on talent acquisition vs HR. Comparing the hiring process to the sales process: Sales = Talent Acquisition
Chat Widget Proposal: Vendor Evaluation Process
When selecting vendors, create an evaluation matrix that clearly outlines key criteria. This matrix should be used in all cases, regardless of whether other team members are involved or provide approval.
Why this matters:
• Ensures a structured, well-researched decision-making process.
• Validates that due diligence was conducted.
• Clearly communicates the evaluation criteria, fostering alignment and transparency.
8/7/25
No real significant deliverables or progress this week so far.
Catalyst
to schedule time with Catalyst tomorrow to discuss how to improve performance Whitmarsh
What does the path to success look like?? See note about emailing vendors weekly with performance report L2P
What has the response rate looked like?
Numbers are not encouraging (for leads from mid-June to July) Improvements were applied at the end of July. The new cohort of leads was just delivered to Jessica so performance metrics are not available yet. What is the syncing schedule with them?
Currently just emailing regularly will start emailing vendors every Monday, showing them their performance to hold them accountable Organic Search
TaCara says it’s the stronger conversion channel but feels like we aren’t leveraging it as well as we could.
It’s unclear what that looks like or what the proposed path forward Will have update on what this looks like and how it fits into our existing strategy by Tuesday next week. Free Trial Campaign
Has not generated a single new lead or opportunity yet. TaCara wonders if it has to do with messaging. What is the proposed strategy to improve results?? Press Campaign
No meaningful progress has been made this week!
The initial draft of the press pitch has been completed. However, despite many resources available, the list of press contacts has still not been generated. It is now more than two weeks late.
Major Concerns:
No positive performance metrics or updates to share for active growth initiatives No clear path for improving performance metrics of key growth initiatives. The priority press campaign is 2 weeks overdue, and no press list has been compiled. Tasks still aren’t being completed on time.
8/12/25
To share list of press contacts she curated using GPT with Dakota today (Tuesday). TaCara says there are only ~100 contacts but many are from the same publication to share the prompt she used shared her initial targeted press list during our call today and I gave the greenlight to continue. I like that it has examples of recent and relevant work. The goal is to reach at least 400 contacts by Thursday. If she finds it difficult to achieve that volume with references to existing work, consider creating a second list that just references the journalists’ beat. Prioritization
Finish re-mapping webflow forms to Hubspot Provide prioritization breakdown for current tasks. Group by completion date. Add additional notable tasks that you’re tracking
8/28/25
Immediate Items (complete before EOD of 8/29 unless otherwise indicated)
Complete updates to referral scoring quiz “How does your referral program stack up” Update metadata — share and copy image with Dakota Share access to SourceForge account Message SourceForge about getting Dakota access to his own SourceForge account that can also manage Boon profile. Continue calling leads from L2P Responding to Frieda at SelectSoftware (before EOD 8/28) Outreach to other platforms like SelectSoftware to get them involved and interested Outreach to thought leaders and influencers offering to feature them in our newsletter Share copy with me first. Schedule time to review together ASAP Updates To Include In Next Week’s Update:
Press outreach progress update Progress on sourcing a front-end developer (must stay on-top of Yasser daily) Details on the strategy to increase the click-through rate “Embedded” is the new widget insight What actions have been taken to (not will take) to act on this Progress and results with L2P calls — insights, leads, etc. 9/3/25
Talking Points
How are we leveraging the new Sourceforge badges? Front-end developer candidate is working on medical page as a test run Still have not launched the direct media outreach and thought-leader campaigns Action Items
Create lists for subscribed/engaged media contacts and broader network of prospective media contacts Create lists for subscribed/engaged thought leaders Finish SourceForge profile setup Set up buyer intent automation — you’ll need to schedule time with me to do this together FAQs — use the ones that we have on our website Launch direct media contact outreach by Thursday (9/4) Launch thought leader contact outreach by Thursday (9/4) Circulate referral widget promo video Updates To Include In Next Week’s Update:
Confirmation that all action items were completed Press outreach progress update Progress update on thought-leader outreach — we need to be building a backlog How are we circulating and promoting the new referral widget promo video? Overview of how L2P calls are going Outcomes & insights — what’s working, what needs to improve, what actions have been taken (not will be taken) to act on these insights 
Dakota's Notes