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Katie Spinosa
Kyle HumphriesKyle HumphriesKyle Humphries
Garret Ma
12/21 Meeting
View 14 of View 2 of Topics 12
Name
Topic
Notes
Resolution/Action
Resolved?
Example Report / Screenshot
We have pre-sale inquiries now and then asking for a picture of what the results will look like. Could we discuss how best to support these requests, and if it’s possible to create a PDF or screenshot that we’re willing to share externally?
Katie to follow-up with Melanie on next steps.
Referral marketing launch timing
12/26 or 12/27 — align with member success to ensure customer support is available
12/27
Discuss whether to apply across all members OR incrementally
Roll out across all members simultaneously — launch when feasible
Product Unbundling: paused existing members
Customers with memberships that are currently paused, whose last payment failed more than 30 days ago, should be migrated to cancelled membership status on 1/15/24. This will be a one-time migration.
Q: Align on goal of this transition, and whether it creates value without being a permenant feature
Kyle to reach out to Seal Re: Failed Payment Status
Website claims
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