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3/9 Meeting


Topics 2
Name
Topic
Notes
Resolution/Action
Resolved?
Kyle
Align on status of OKC shipping notifications
All customers with Vitality orders were delivered shipping status updates yesterday, including customers who Vitality was already delivered to
OKC believes that shipping notifications for Vitality will work going forward
Shopify order numbers to monitor:
6077, 6062, 6154
Kyle
Proposed priority for Mikhial - automate customer feedback visibility
Goal is to automate visibility of customer feedback in an automated way
Issue resolution comms to continue via Slack
Automate weekly visibility: top issues to be resolved, features requested, needs unmet, positive feedback/praise
Per Katie: Leverage product - feedback, Sentiments - positive, Sentiments - negative tags in Gorgias identify trends
Phase 2: customer feedback via social
Garret
Mikhial’s Workload
Inventory Model
ARR Model
Metrics for MSA
Cancel High Fraud
Lifetimely setup
Kyle
Buy Domains
There are no rows in this table
Status updates for followups
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 cycle
Auto-response message for - Kyle reached out to Klaviyo
Automate 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
- purchasing underway

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