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Email Rebrand Sync
12/15/2022
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Topics

Assess the needs of growth marketing emails
Discuss current templates, were any created?

Notes

General Marketing Manager
Started Customer Funnel
April started paid marketing
Need help on middle of the funnel
Client facing communication goes to Growth
Funnel Triggers
Director of Growth — John (Direct Report) — Marketing Automation — Paid
Aaron - Director of Content — Madison (runs social)
Chirag and Phoung will need to define 2023 for prod marketing.

Needs

Branded Emails that match their current flows.
Updated modular components to maximize conversions
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reallygoodemails
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is a great resource
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Topics

Crypto App
Trending Down

Notes

API
Focus is on Internal Tools + Marketplace
Marketplace overlaps with Dealer/Sponsor

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Ced + Chris Weekly Syncs

Ced <> Chris
12/16/2022
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Topics

Week in Review (Observations)
Vibe on Company and my initial plans
Thoughts on Hollie + Rachel
Thoughts on meetings

Notes

Design getting involved in the Process
I would love to write Design articles Medium
Not knowing and understanding what Product and Engineering
Content needs to bring back into the center of Product...
DTC consumer stuff should be rethought
Setup Alternative Investment education “as the holy grail”
Alto Securities (down the line) Marketplace
Investor Experience Side: Zander | Product Issuer side: Brad — Marketplace helps bridge those sides

Type 2 Fun 🤩

Hard work while we are doing it, but when we look back we will be amazed.
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Chris <> Ced
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Topics

New Structure
Education Driven + Access Community —Work Content team into the mix

Notes

Team with Jackie, Zander, Brad, Zoe,
How we work, processes
Check out network for any interested in the Strategic Partnerships job
Assess Rachel’s workload ability to maintain and future plans


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View of Alto Meetings
Strategy Meeting with Tanner Barun (Thu, Jan 5, 2023)
Thu, Jan 5, 2023
Strategy
CF
Ced Funches
Jackie McGuire
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Strategy Meeting with Tanner Barun (Wed, Dec 21, 2022)
Wed, Dec 21, 2022
Strategy
CF
Ced Funches
Zoe Liu
New site for Issuers B2B feel to allow for growth in pricing
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