Leadership notes


Evaluate Airtable -> What needs to get fixed line items
How can we simplify?
What areas are you not using?
How do we manage goals and science better?
How do we keep tasks easy to keep track off
Evaluate scopes of work line items:
Line items
PSN

What is a standard name and description / price

Things that are not included? But we do?
Suggestions
Evaluate Kaup & Excite
Deliverables
How we stay organized as a team
Files, communication etc.
Team meetings etc
Insights into Development 2.0
Insights into Management 2.0

Agenda
Have an overall goal of meeting, talking points should be in bullet points.
GOAL:
FCMO Package (1.5h)
Line items / description / Pricing
Create standards
What are the guide rails
What do we not do
What is the pricing structure
What are the add-ons / how do we add on
What is the biggest and smallest package
List out packages for Clients for 2025 / price them out
Excite with blogs
PSN with updated ish
Aksarben with rebrand
Kaup with next phase
Outcome:
FCMO Package 2.0
Rough scopes & rinses for 2025 for clients
Workflow for Development
Eval Kaup
Learning lessons | start, stop, go
Work
Management of PM
Pitching them from DEV to MAN.
System check -> determine
(this difference for our customers, they don’t have one person to fill that niche) how do we say this nicely but clearly
Map of workflows that need improved:
Strategy Dev
Brand Dev
Brand Shoot
Web Dev
AM: Budget, updates, standard communication
Clockify Tracking
Airtable
Outcome:
The DEV model 2.0
What’s the updated framework, more than just a diagram but an SOP.
Workflow for Management -> ONE MODEL
Eval:
Eval of Excite
How do we apply this same model to future clients
Core areas / How do these operate
Monthly strategy management
Ads
Content
Email
Analytics & Reporting
Video
AM
Clockify / Training
Airtable
Outcome:
Management Model 2.0
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