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Q1

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1/30/2023

Monday - 10:30 CT - 11:30 CT

Meeting Date:
1/30/2023
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⁠

Attendees:
@Christa A. Stephens
⁠
,
@Trevor J. Glisch
⁠
,
@Daniel T. Anderson
⁠
,
@Michelle Helmholz
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Action Items 1/30/2023
60
Done
Task
Owner
Due date
Created Date
1
Talk to Elizabeth about Brenneman
Christa A. Stephens
1/30/2023
1/30/2023
2
Talk to Mike about Trax report
Daniel T. Anderson
1/30/2023
1/30/2023
3
Notify Roku’s team on SNS test
Daniel T. Anderson
1/31/2023
1/30/2023
4
Reach out to Shea on long term considerations for HubSpot and possibly going to enterprise
Christa A. Stephens
2/3/2023
1/30/2023
5
Look into 1P - best practice on Sharing/Duplicating to a second vault
Michelle Helmholz
8/25/2023
1/30/2023
6
Look at Nielsen SNS - is it up-to-date with the latest process/system?
Daniel T. Anderson
4/10/2023
1/30/2023
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Agenda

Announcements / Updates from FOC

Priority Changes / Escalations
Brenneman
System documentation
API evaluation
Nielsen SNS escalation
Manage360 for CCRM (Zach will setup a meeting to get them up and running)
Advocado
TheTake
HubSpot Enterprise recommendation presentation to the FOC team on 2/10
API as a Service (and how that would be structured) vs charging for customization (upfront & maintenance) vs building to enabling sales etc.
Discussion topics
Internal Talent Strategy
Tyson
Will
Figma - data mapped / developer version?
HubSpot Enterprise evaluation
Long-term directional business/es perspective, may want to discuss with Shea prior to presenting recommendation
PIVOT/Product Branding Discussion
Training
Leader of Self training
Assessments opening in February
Bookclubs
Trustology
Radical Candor (Starting in May - 6 sessions)
Brave New Work
Emotional Intelligence in the Workplace (August)
Dare to Lead
Sales Excellence Training
Self-paced refresher
Experiments & Working Agreements
What are the best ways to provided
Onboarding / Offboarding documents


Notes



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