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Kyle to answer whether missing TallyAge test roadblocks membership journey — in all cases new TallyAge test results are needed to go through the lifestyle survey and action plan update cycleAutomate member success script to HOLD tests from cancelled memberships (note add’l JIRA project created for Jira project for all things Tally Platform i.e. data, infra, etc)SLP Shopify integration updates due April 1 - currently underway with Jeff
3/23 Meeting
Topics 3
Name
Topic
Notes
Resolution/Action
Resolved?
Kyle
Visibility
OKC shipping notifications are being sent
Shopify order numbers to monitor:
6077, 6062, 6154
Verified that Vitality shipping notifications are being sent
Kyle
Visibility
Purchase status of add’l Tally Domains
All domains with accessible pricing have been purchased
Kyle
Review member success needs to edit subscriptions
Katie to recap Member Success needs, product to work with engineering to create instructions to edit and confirm that they work
Katie will discuss with MSAs and circle back with Kyle
Kyle
Packaging + supplements survey
Align on research objectives
Kyle
Align on upsell discount from single TallyAge test to subscription
Workflow: Single test to membership
Discounting: TestKit COGS $159, shipping $14
Peanut butter: Distributed credit across membership
2nd month free
Don’t make customer pay to upgrade
Align on proposed discount on memberships
Garret
Bulk Purchase
Not live
Don’t prioritize since Vitality would expire
Garret
Vitality Only SKU
Set up Vitality only SKU that enables MSA to place a Vitality order
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Status updates for followups
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