DAY SCHEDULE KEY INITIATIVE PROMISES

NEW: QPhoneList

to re-schedule
Laurie Goldstein--Mel's
--RB
Call Mr. Long Beach--RB

key initiatives
to "re-promise"

BIZ-CORP
Biz Plan complete
Bylaws DONE

BOD meeting notification
Public Salon Prep - back to Jeff Z for first?
QuPublishing.com potential hold
Presentation Model

Roberto: Draft Letter to Bose
Send Invoice to Bose
visualize SFF Public Seminars

CONTENT DEVELOPMENT

CUSTOMER SERVICE INITIATIVE
documents

Q-PRODUCTIONS
Back to Reynolds on Option - done?

Marketing - Web Development
Mission Statement Alignments
Collect photos & bios of associates
PDF Beachwood Voice article
Testimonial alignment and fulfillment
State-of-Market & "problem statement" lead ins
Web Phase II Vision (compile comments)
DB or Mike Carnes for fulfillment of cards, labels, ltrhead, brochure
Metatags - KW DB SK
Electronic Press Release from iPal
Register in searchfirm.com

SALES - Biz Dev
Session on current Sales forcast sheets
Return response to Francia Turner
Sales Training Session 1
Sales Training Session 2
Overarching Value Proposition
Celebrate first client

Public Workshops
Choose dates
Choose cities
Contract facilitators
Design Brochure
Print Brochures
Assign Production person
Prepare On line material
Prepare Printed material
Mailing
Booking facilities

BIZ DEV
VVMOP Day ~ QuProducts

 

WED JUN 12
Service
Mkting & Pricing prep
Shero Outline next steps
12:30-01:00 Align
01:00-02:30 Lunch WB Chris Marsh Licensing
02:30-03:30 Sales Scripts Review
Sales - Contacts - Calls - "The Script" - 10 warm leads JW leads
05:30-08:30 Lianne and Jeff on pricing
Eileen Oser in LA 12-19th
RB & JW finalize Cust Service
form together
MARKETING FULFILLMENT
final brochure copy
priting
labels vs. folders
SALES
RB & JZ have top 10 names for calls

RB & JW exchange scripts
MARKETING
JZ-marketing analysis
TEAM DEVELOPMENT-
INFRASTRUCTURE
Roberto has a PC
operative
THU JUN 13
Transformation
09:30-01:30
01:45-03:00 Calls
Eileen Oser in LA 12-19th
FRI JUN 14
Passion
09:30-01:30
01:45-03:00 Calls
Eileen Oser in LA 12-19th
MON JUN17
Diversity

AM: BUS DEV CLIENT VISIT POSSIBILITY
PM: BUS DEV CLIENT VISIT POSSIBILITY

Eileen Oser in LA 12-19th
KW color printer
TUE JUN 18
Abundance
11:00-12:30 Yvonne (consider Eileen to portion of this meeting)
01:00-03:00 JW leads Cold Calling
PM: BUS DEV CLIENT VISIT POSSIBILITY
Eileen Oser in LA 12-19th
WED JUN19
Service
08:30-10:30 Barnet Bain Lunch
PM: BUS DEV CLIENT VISIT POSSIBILITY
1-3 JW develops/distribute her impression of RB model. Roberto will approve/amend as needed so training can be completed by 19th. c.
Eileen Oser in LA 12-19th
THU JUN 20
Transformation
1-3 Closing techniques
AFTERNOON ROBERTO Miami thru Mon
 
Fri JUN 21
Transformation
AM: BUS DEV CLIENT VISIT POSSIBILITY
PM: BUS DEV CLIENT VISIT POSSIBILITY
RB complete with web re-write
RB JZ JW complete with all sales scripts
MON jun 24
AM: BUS DEV CLIENT VISIT POSSIBILITY
PM: BUS DEV CLIENT VISIT POSSIBILITY
 
TUES JUN 25
SERVICE
Roberto returns from Miami
AM: BUS DEV
CLIENT
VISIT POSSIBILITY
PM: BUS DEV CLIENT VISIT POSSIBILITY
KW/SK with QuPeople Quarterly forcasts
WED JUN 26
Transformation
AM: BUS DEV CLIENT VISIT POSSIBILITY
PM: BUS DEV CLIENT VISIT POSSIBILITY
 
THU JUN 27
Abundance
AM: BUS DEV CLIENT VISIT POSSIBILITY
PM: BUS DEV CLIENT VISIT POSSIBILITY
 
FRI JUN 28
Diversity
AM: BUS DEV CLIENT VISIT POSSIBILITY
PM: BUS DEV CLIENT VISIT POSSIBILITY
 
MON JUN 29
Integrity
AM: BUS DEV CLIENT VISIT POSSIBILITY
PM: BUS DEV CLIENT VISIT POSSIBILITY
 
     
Jul 8
Kerry and Danielle wedding anni  
Jul 10-31
Kerry Out  
     
     
     
     
     
     
     
FRI 31
Abundance
09:15-12:00 SHERO PLAN DAY for tomorrow, Jun 1 meeting
12:00-01:00 Babek
01:00-01:30 Re-alignment and group hug in front of window
MARKETING letterhead & biz card .jpgs to printer
SAT JUN 1
Creativity

10:00-05:00 Shero planning
BB,EG, team

10:30-11:30 Tony Davis
joins

CLIENT
Shero-plan for July 19
TUE JUN 4
Transformat'n

SALES & PRICING

09:15-09:30 Align
09:30-10:00
Brief PROJECT Shero Rev
10:00-11:00
sign off on printing
11:00-11:30 cpu set ups
11:30-12:00 web review Mom Ward
12:00-01:00
Sales Projections
03:00-03:15 Align & Depart

BIZ DEV
Contact List Leads in Place

JW-request updates to Contacts Lists
WED JUN 5
SERVICE

RB: Edited Brochure submitted to all
SK: Format folder sheets off web
KW: client & contract & business plan follow up

 
THU JUN 6
Respect
SALES

09:15-09:30 Align
09:30-10:30 Contact List work
10:30-12:30 Pricing prep for Lianne
12:30-01:00
Break
01:00-01:30 visualize & SFF Public seminars
01:30-02:30 Shero, Birl, Francia, Ed, Christine
02:30 - Soren departs
02:30-03:15 JW and RB on final Brochure

CLIENT & ASSOCIATE CIRCLE-BACK
Birl, Eileen, Francia, Ed, Christine

PREP FOR TOMORROW
Thirdwaveventures.com

FRI JUN 7
Integrity
SALES

09:15-09:30 Align. Meditate. Hug
09:30-10:00 Project Shero Outline next steps
10:00-10:15 Francia contractual arrangement
10:15-10:30 Francia Day Visualization

10:00-11:30
11:30-12:30

12:30-01:30 Babak
Lunch thirdwaveventures.com <-- study this website prior to meeting
02:00-03:00 Key Initiates re-prioritization
MARKETING
Soren Re-works finalized brochure
with 3000 + words


MON JUN10
Diversity
RB promises to write sales scripts & confer w. JW
KW requests priorities from each partner

CLIENT
RB completes edit of Shero Outline

sk returned with edit of draft two
RB: Branding paragraph
RB: Outsourcing paragraph

TUE JUN 11
Abundance
09:15 - Kerry will announce time to arrive
10:30-10:45 Team align
10:45-11:00
11:00-12:30
12:30-01:00
02:00 KW and SK depart
02:00-03:00 Birl, RB and JW
Decide if Thu-Fri is go or no-go