@Andy Rogers, per Uzi's email, how do you want to handle? We can have Adrienne setup a meeting for us four, ask her to take notes and then we can get Korbin, Kelly and LaToya to build this out, tested and ready well before the conference. My questions to Uzi are:
*Thread Reply:* @Andy Rogers, i'm on call, stepping to restroom
@Andy Rogers, any luck on getting info to recommend are staffing / management up-charge for DL staff in TIP office?
I’m in meetings here with a prospect right now in Vegas. I’ll get back with you shortly
Abe,
From discussions between Cameron and your partners at the firm, along with what has been successful for our strategic partnership firms, we want to hire Customer Service Professionals for your organic marketing needs.
Like TIP Intake CSPs, we will house them in the Las Vegas office to work specifically for DiCello Levitt for website management, design and organic / search engine optimization of all firm web properties. My team will ensure to find the skills and candidates that understand the "real time webmastering, optimization and campaign launches" job demands.
We want you, Jennifer Bankston and other people of your preference to interview each candidate to ensure job fit.
Abe,
From discussions between Cameron and your partners at the firm, along with what has been successful for our strategic partnership firms, we want to hire Customer Service Professionals for your organic marketing needs.
Like TIP Intake CSPs, we will house them in the Las Vegas office to work specifically for DiCello Levitt for website management, design and organic / search engine optimization of all firm web properties. My team will ensure to find the skills and candidates that understand the "real time webmastering, optimization and campaign launches" these jobs demand.
We want you, Jennifer Bankston and other people of your preference to interview each candidate to ensure job fit. Along with them reporting to Jennifer with Brandlytics guidance on best practices for website, search and local marketing.
Please feel free to give me or Andy a call to discuss, glad to make changes for your evolving needs.
explain to him in your way, we have a routine with Jon and Jarret that lets us build out pages, forms and route leads to where as needed. I'll segway into a side banter...
organic stuff just happens, so he is sort of overbaking the existing process
here we go, he has to be a "new best friend" with you @Andy Rogers, 🙂
If we are doing PI leads to TIP for retainer signing, um, yeah, Google leads from BLX can do this too like SL Facebook / TikTok.
@Andy Rogers, also, do you trust Adrienne to have you and her take over the "inbound billing and information for Focused Litigation Solutions" lead generation? The typcial AM role, recieve requests, send out bill with Deb, collect money, send request to FLS channel...I will always manage the technical and media strategy side but client side I'd like to handover to you. That is really my goal of this trip, have you, Shellie help me hand over things that I need to handover... zero desire for "bored employee drama".
@Ryan there is too much here to answer on a Slack. Let’s discuss this week. So you know Cameron did the ACTS thing and worked out all of the details.
They are running their Google Ads with someone else.
Just a little odd that last year "no way can PI be done with call center" and now it is
Lets make that the focus of our meeting with Shellie Wednesday.
We have already had to shut them down as the call center was NOT ready
Not clear on criteria, difference in what a retainer should be, transferring protocol that kind of stuff
One project for Miller with BLX and bytecode, get the 4 clients to pay us, and BLX will be close to "stable financials" during this AI and BI development year of 2024 for me and the tech team
Okay then… I have some thoughts I will share with you later
@Ryan Hey, I heard you’re sick. However there’s a time sensitive issue for Desiree in Slack can you please check that so we can remove that person ASAP thank you.
I’m blowing up Mike, can you respond to Jen. I’ll let you know when I hear back from him.
You don’t need to tell me. The bottom line is it needs to be done or she is losing her shit
Mike gets overloaded in like three ends, but Tony is weird
I am not handling Jen. I am trying to keep her from blowing a lid.
I kept it simple for him, I know you are dealing with DiCello MO
Andy, from Copper Knowledge Base, here are the fields for Opportunities / Orders and Companies, below them are the custom fields we'll need.
Opportunity Default Fields
> Custom Fields for Opportunities object
- Case Type Leadspedia Vertical ID - This field is manually updated by Mark Maniora or given to Finance team to update. REQUIRED.
- Case Type Leadspedia Vertical Name REQUIRED
- Order Lifecycle - Drop down (Original, Change) REQUIRED
- SaleType - Drop down (Lead, Contract) REQUIRED
- Leadspedia Contract IDs (separate multiple with a comma ) - text box - This field is manually updated by Mark Maniora or given to Finance team to update. REQUIRED.
- Call Center - Drop down - None, TIP, ISA, Other
- Partner Firm Acronym - Text Box or Connect Field to Companies
- Additional Partner Firms Acronyms - Text Box or Connect Field to Companies
- Order Amount Paid - Currency - This field needs to be updated by Accounting / Finance ONLY - REQUIRED
- Units Sold
- Unit Price
- Using Dynamic Pricing - True = Yes, system will ignore Units Sold and Unit Price
- Order Est. Start Date - REQUIRED
- Order Est. End Date - REQUIRED Company Default Fields
- Company Name
- Work Phone
- Owner
- Work Website
- Contact Type
- Email Domain
- Address
- Description
- Visibility
- Tags > Custom Fields for Companies object
- Company Acronym - goes into creating Leadspedia Contract Names and Alternative IDs for Slack Alerts - REQUIRED
- Leadspedia Advertiser ID - goes into creating link between Leadspedia and Copper and create Alternative IDs for Slack Alerts. REQUIRED
FYI, once we have the SL Orders Dashboard page updated (furious new orders, budget amounts, amounts paid are being done by Accounting and Analysts in the #C061BREN405 channel to get that done, then we can use that database table exported to CSV to upload to copper since it's verbatim accurate at least on all the Leadspedia fields, etc. So when we setup Copper, we can backfill your pipeline to bulk upload orders. It will take a bit of work with any of the Split Orders, since those will not be uploaded but listed as a series of Leadspedia Contract IDs in a custom Copper field called "Leadspedia ContractIDs" in a simple comma-separated text box: e.g. 147,148
Call me on this, it seems Abe expects us to handle contact ACTS, BG and his own firm to ask for these email lists that TIP is not order medical records.
This post. Read it carefully and you’ll understand, if not call me
FYI, the SQL to import the active orders into Copper is ready, minus a little testing when it's time to take the table teach the new process. I'm trying to preview the task for payments to Altonese and Brian, once I do, it will be Andy showtime for training overview, Patsy can do Sales Pipeline, I can do Order Pipeline and tech on back end overview, boom, done. Then you can make Greg own Cameron's , yours Orders in be sure he and Mark Maniora do their now much easier jobs as we work on getting dashboards updated with this and not the old SL orders table you see today @Andy Rogers
Please make sure this is in Copper in the Sales Pipeline stage, we want to use this as a "real life working use case" to follow it through the new system, new "soon to be created Orders Dashboard".
@Ryan I dont know much about this client as Patsy is working this one
@Ryan do I have any Brandlytics commissions from March?
Just make sure she puts it in copper in that stage and collect the information we need to get it to the orders pipeline
And Crump hasn’t paid, and Dishowitz should be paying now so you should have two in April
Gonna make me cry, I have $268K in uoncollected bills and just have to lean on Brian T. 🥹
@Ryan Sorry dude all I am doing is putting out fires right now. I am dealing with issues impacting a few million right now for Cameron. SOrry
Short Summary • The discussion between Ryan Vaspra and Brian Thiessen centered on reviewing outstanding invoices, prioritizing payment follow-ups, and devising strategies for effective debt recovery. They focused on sorting invoices by client names, identifying overdue payments, and engaging assertively yet tactfully with slow-paying clients. Insights were shared on managing digital services, financial transactions in advertising, media buying budgets, and interactions with Google for billing disputes. Emphasis was placed on tailored client approaches, hiring a strong bill collector, and efficient collections moving forward, with a commitment to prompt payment collection and customized invoicing procedures.
Gist • Discussion on outstanding invoices, payment follow-ups, and strategies for debt recovery. Emphasis on timely collections, industry norms, and tailored client approaches. Brian Thiessen and Ryan Vaspra collaborated on efficient debt recovery processes and customized invoicing procedures.
Bullet Gist • ⚖️ Debt Recovery Strategies: Discussed timely collections and assertive client engagement.
• 💼 Industry Insights: Shared norms in media buying budgets and billing disputes with Google.
• 🤝 Effective Communication: Highlighted communication strategies for individuals like Elena and Steven Giacovino.
• 💰 Efficient Collections: Agreed on hiring a strong bill collector for streamlined collections.
• 📝 Tailored Approaches: Acknowledged the importance of tailored strategies for specific clients.
I'll ping you to help me collect on Dicello (Abe) and LOSG (Steve and Jeff)
@Andy Rogers you available to go over commissions?
I am at the airport getting through security
Tomorrow morning better? I have dentist appointments right after kids pick up, so out from 2PM for several hours.
I promise tomorrow will be good and I’ll be home!
Can you respond to Jeff and handle that please @Andy Rogers?
Morning, the more I thought about our quick conversation and the more I realize we do have value in Korbin's SEO, when we chat lets do discuss "right-sizing" our organization so that we explore having a real, modern, account manager that understands their authority is cross-functional (meaning they do not manage the team directly, they manage the clients services / tasks to completion) and that this person actually helps keep an eye on revenue, billing and ensure BLX gets the money".
I have never seen a person come in, not do their job, get comfortable doing nothing and cause as many issues, arguments, witch hunts and flat out bully people as I have Adrienne. If we can pay a new person to report direclty to you to function truly as an Account Manager and off-load DL SharpSpring, put someone else into SOM Account Manager role, Korbins (yes with mistakes included) is a hard person to replace who can do email software management, lead automation and SEO for Ben Crump / SOM, etc, that would probably be something we can discuss and approach with CR.
At least lets start with who in Post Retainer can manage the email services since DL is paying for those 15% margin staffers. Just thoughts.
https://www.indeed.com/career/account-manager/salaries?salaryType=YEARLY&from=careers_serp
FYI, I like Korbin, he and I have always got along
Good, it's hard to tell when someone is good or not with Adrienne always witch hunting.
@Andy Rogers, find this in your inbox and accept, this is key revenue we need and once a month call with Steve and Jeff Dubin absolutely needs you so that Adrienne does not flush more revenue down the toilet. I'll show up this Friday, after that I will dip out and let our 300K per year in salaries do their jobs.
@Ryan Ryan do we have any update on the London meetings? I am just trying to make sure I have it in my calendar and all of that good stuff.
I’ve heard nothing from Cameron yet, just block out the fifth through the ninth
@Ryan I just messaged LaToya and Adrienne asking HOW QUICKLY we can get your project done and that I need an answer ASAP
@Ryan why does our price keep going through the roof then?
TikTok is about 50 points less profitable than Facebook
I am not questinging why we charge much more than that. I am asking why our price points go up
So you won't feel their price changes until he moves (if) more funds to TikTok from Facebook Ads
But also they go up because of the "life span of the case type / case"
Paraquat is at the tail end and is the MOST expensive I have ever seen in my five years in this market
So even $700 per qualified lead still works when they cost $12,500 to $16,000 street price
So, Cam said he's good with you sharing commission with any sales / biz dev relationships I bring to you (as long as I do not get involved in sales). So like a Greg Genson and Craig, what does that breakdown like?
@Ryan Call me this morning when you get a moment. Had a call with Cameron last nigjht about Ben Crump and we need to do some shit ASAP
Morning, are you still sending the weekly report to Jarret and Uzi and gang?
Start in My Board for the two we created, create new ones in Manage Boards
@Andy Rogers, make sure you login and show Cam that Brand Mentality AI tool.
Blurb on Sightly's data sources used in AI According to the information on Sightly’s website, the outcomes.sightly.com platform ingests and processes data from a broad range of sources, including: • Media platform APIs: Integrations with platforms like YouTube (via the YouTube Data API) and others. sightly.com+8sightly.com+8sightly.com+8 • Social networks: Real-time social listening across major social platforms. sightly.com • News APIs: Continuous monitoring of breaking news sources, including aggregation and bias analysis. sightly.com+2sightly.com+2sightly.com+2 • User‑generated content (UGC) media: Such as blogs, forums, and other non-professional outlets. • Content and keyword tracking: Monitoring and analysis across online text content based on keywords, topics, etc. sightly.com • Third‑party measurement partners: External data providers supplement Sightly’s internal streams. sightly.com+5sightly.com+5sightly.com+5 • Media bias analysis: Automated evaluation of content for bias, tone, and credibility.
Your dash is fixed and validated. Just go through each one at a time with Malissa, Greg and have them update things as you need. It takes about 10 to 20 minutes to update and you'll need to do these things to ensure you are looking at fresh data:
@Andy Rogers hop on this please: https://meet.google.com/ity-ouxv-kkn
I just proved twice that our dashboards are accurate and Cameron is ignoring the fact that Jon Becker is asking why it's not "running".