Here are the flows that Ryan shared with me...
Hi! So here's what i had in mind when i mentioned Job Scorecards
Hey, makes sense, thanks. Have you had the chance to spend any time in Intake or do any side-by-sides or listen to call recordings yet? Might help to see from Tony's teams perspective.
I think for Supervisors we can look at long-term results like this, but for agents, this might not fit the center (at least not yet).
I haven't had a chance yet. I'm sure i will at some point. 🙂
You now have a LawRuler profile!
is the temp password. you should get an email notification, but just in case
Why does the open/closed tracker not show Cap vs Actual?
Are you looking at a LR report or Monday?
nothing when you scroll to the right either lol. But it just seems like it would make sense?
Might need Brittany to answer that
i think i need one of those paranoid detective maps where i can use strings to piece all the reports together lol
he is our Account/Project/Support Manager from ConnexOne in the UK.
he was here a few weeks ago to help after we basically threatened to leave the contract
I didn't know he would be back today
either he really likes vegas or they really need this account lol
his last visit was his first time here, and we weren't able to be great hosts since we were trying to keep his focus on our problems.
really nice guy, but their product just wasn't implemented well and has outages often
gotcha. Maybe this time he can get introduced to the fun that is Steiner's video poker.
Question....any experience with API integrations?
no but i wouldn't mind learning more about that
this thing I'm in now is more for McFadden and BI, but I'll add you to Integrations stuff as it comes to pass. Mike Everhart is passing his responsibilities to me and his team of two needs project management support from what I'm told
especially since i think PowerBI would be useful
less of support with tasks in setting things up, but keeping their work moving faster than it has
I'm seeing Microsoft Power Automate for the first time right now
similar to Zapier that we use for some other LawRuler automations
Feel free to grab sandwich while we’re stuck in here if you want. I’ll text Lewis as well
so this is a pretty rough draft of a Value Stream Mapping SOP.
Here is what I'm thinking about as goals for the mapping meeting and beyond...in no particular order...
- Establish ownership for points in the process to ensure there are back-up plans
- Determine if there are additional needs within the process to provide the best service/product for internal and external clients.
- Identify/Discuss/Assess any process points that are extraneous or should lie with another team (if any).
- Understand our place in the funnel. This includes who precedes and is relying on us for next steps.
- Assess tools and resources.
- Align on what other projects need to be developed/completed/documented/etc. in order to run as we should. Vision vs. Tasks
- Understand the importance and how to achieve greater visibility into accomplishments. I'm sure we can lump a few of these together...also that maybe I'll add more haha
Great! So i've got two poster boards ready to go for parking lot items and who what when. feel free to go ahead and write down any action items you want to make sure get covered
https://tortintakeprofessionals.monday.com/boards/3947934695
Shared this canvas: https://themedialaboratory.slack.com/docs/T7FGY849Z/F07A3G3E5MH
hey hey. what happened to Anthony's new dudes and doing a valuestream?
Hey, after being excited about it at first, they backed off wanting to do it. I can press on it further and try to get them willing to participate.
The two transfer are Sian Fox and Sunnie Nakagawa. I think it would be good for all of them to go through this.
Based on feedback from Anthony, they have gotten off to a solid start on tasks.
that's good. maybe when they reach the right point we can do that. It sounds kind of intimidating at first but you can always call it arts and crafts
I think the scary part is having to own what the process and expectations are and the vis into that will lead to more accountability and possibly changes that they won't be able to control. Progress is scary 👻
lol yeah. did it help dwight and ahsan? i suck at spelling names
I think it helped with Dwight's engagement, but no impact on Ahsan.
he wasn't as involved. maybe we can do another one for a different thing that he would have more involvement in.
We have work to go there with understanding urgency and having a proactive approach in general. They are going to learn Meta Pixels later this week, and will be working through 3 Smart Advocate integrations over the next week. I think that a post mortem on those will be interesting and maybe going through the exercise with them and Nick Mc. being more involved will be helpful.
Nick may have to hire or take transfers part-time from Brittany and if so, they could attend as well
it's taking ALL OF MY STRENGTH to not post 867-5309
ha, especially after yugging that monster lol
Malissa Phillips [11:04 AM] Hey guys! It's time for my daily dumb question. Do you know if we've done any test leads for the Miller LA County Juv Hall campaign? Specifically via API? if that's for a question for the Nicks i'll bug them again.
Anthony Soboleski [11:06 AM] Yes [11:07 AM] Anthony Soboleski
CA Juv Hall Abuse - Miller - Woods - Shield Legal This lead came in via api [11:07 AM] Anthony Soboleski
FirstName : Test LastName : Test CellPhone : Email1 : Custom5065 : Custom5066 : Custom5067 : Custom5068 : Custom5069 : CaseType : CA Juv Hall Abuse - Miller - Woods - Shield Legal LeadProvider : Shield Legal - Lead Gen Status : New Lead Summary : ABCDABCD Custom10042 : Test S1 Custom10043 : MA - WDS - 500 - 1515
Hey, so the campaign kickoff slack for Miller came from Cam yesterday. It does not specify that an API is needed. I'll ask him...
So andy was asking about it. That's how it all came up
Andy asked me the status of API with Miller since we connected it a year ago
so he asked about the year old one or wants an update on the new one?
unless we are reopening the same campaign...I haven't dug in that far
"I need you to follow up internally today and make sure that they have sent a test lead to Darren Miller office for the LA County Juv Hall through the API. We have been API with them for over a year. We just need to make sure that is going so we can start these campaigns"
so that led me to the 7/2/24 test lead that i sent the link for
basically i asked and anthony gave me that lead
let's add API communication to my big fat list lol
ok, so we are going to have to look at the old API setup from a year ago and see what's what. No lead will be sent today, but we can look at this first thing tomorrow and then communicate with the firm to make sure the API field mapping is to their liking, then send the lead.
Just creating the lead as Dwight did is not taking it to the point of sending payload to a firm
cool. i told the miller firm we were doing some more tests to buy us time.
followed by some colorful language I'm sure lol
Miller firm is getting antsy about API. any updates from Cam there?
Torticity: - several tests have been sent, but we have not been able to connect to their server with any of the tests; they are aware and we are in communication - we are not currently sending any docs via email in lieu; we can reach out on the server issue and ask about the path to sending the email/docs -
Bridge: - we are still waiting on the fields from them in order to test; I can call them again, maybe their CSM will offer more than what the tech folks have been able to; they (Yuchen a.k.a. Cindy) had said they may pause the need for integration for the past 2 weeks, but have resumed comms - no manual sends are in place; will discuss with them
hi! who are the torticity contacts you have again?
also have you used LinkedIn to ~stalk~ find anyone?
lol, yes but no numbers anywhere that I could find
Wiliam Seward SVP Technology Torticity -
these are the statuses i was told to use for monitoring cap
NM it was pulling signed and declined secretly
I figured it out. The live file and ryan's always matched (well the live one was + whatever the current number was). Some signed and declines snuck in as regular signed contracts. i fixed it. Fortunately Paraquat was the only one on my file affected that i've found.
oh no, same trajectory as yesterday?
I have Cory Bookman texting me about my LinkedIn profile this morning....that guy is certainly on the ball this morning 🤔
Cory trying to get you to apply to a job here lol
ha, I think he wants to know if I am staying here
oh yeah...and my profile updates were a red flag I'm sure
andy made an error with pricing for several campaigns. it's everyone right now. Mecury is in retrograde if you're into that
i haven't touched linkedin because i don't want anyone at my last place to get updates or crap like that.
so much happening all at once. yeah, I hadn't even added this role to my profile until last night and now he is on the case to make sure I'm not bailing. I wonder if Cam already got a text..
if i add it, it's because i'm not worried about retaliation from my last place lol.
sorry that is still lingering. totally get it
fyi...Dwight tried to say it would be 3hrs to be able to help Ahsan with MPA flows, but I pushed him into BP/Torticity/BL now to make sure it gets done today. Ahsan will be here til 5 as well
https://forms.gle/DNaz4Zfyv6QFAHnc6
Please fill out for a shirt!
you know what would be awesome? if i could go into lawruler or wherever it is and re-push one off leads
It's one of the two that didn't go through yesterday
there is a way to re-send the lead if that is what you are looking to do. however, when a lead has already gone into a Signed e-sign Final status, when it gets re-triggered, then there will be a duplicate.
but Anthony is in this meeting with me now
hmmmm, a dashboard doesn't match you say....that's odd, we've never had that happen before (bahahaha)
more than likely something went from signed to oops wait to ok we're good
my money is on a VSS/CSP person accidentally changing a status post-retainer and just not telling anyone they messed up
yeah, no worries, seems like a far less painful situation than some of the others going on
it's great actually. i go into all these calls expecting fire and blood
awww miller is cool. andy told me to keep em happy
563488 CA Juvenile Hall Abuse - Miller - Van - Shield Legal Normalisia Sandoval 7/24/2024 Signed e-Sign QA Signed 07/30/2024 01:01 PM
hi @Nick Ward, when you have your meeting with the SHC integration team, can you ask them for the email address(es) that should get the signed retainers? Craig's contact said that will be the best way to get it. 🫠
Hey, sure thing. Did you want to join the call today?
Their Biz Dev person already dropped out through
i've got a call booked right now at 2. if it gets cancelled maybe
From Craig: “Not sure how far this has progressed, but we actually will no longer need the Torticity integration. We have decided on a new flow with ELG posting the cases to Torticity on their end. I appreciate everyone's efforts. Thank you!”
......................................................................................
They're saying they aren't getting every contract so there might be an API issue
we might need to audit what's successfully sent vs what's successfully received.
eek , ok, we have greater capacity once we make some changes this morning, so we can prioritize it
i think that should give us a good start there.
Also "When did the abuse occur" is still coming in blank.
I guess today is the day! Now I'm wondering if Brittany and the other 3 are staying...kind of hope not
no, but I think you, me and Darrell should have dibs
I need an extra space for WFM Manager when I hire, but not sure if we need to leave room for anyone else
workforce manager to run the forecasting and real-time mgmt of the call center
might be able to have the new engineers supplement on the forecasting since there will be more though. TBD
when is the financial meeting rescheduled for?
Just seeing this...has it started?
i refuse to download an app lol.
I'll take a #31 - California Chicken Cheese Steak
Regarding the move, it won't be until after Thanksgiving. The floor plan is still being worked out, but it is a much nicer office and the individual contributors should have a quiet corner from what I've been told.
What I wanted to ask about is if you have been asked to review operating expenses for any departments in TIP or Shield? I know it strays from invoicing, but costs are adjacent enough for me to ask.
i have not... yet. I wouldn't be surprised if it pops up though.
i've heard some murmurings but not much. 🙂 Quiet corner sounds awesome.
yes, the address is on Badura over there, but I don't remember the address
apparently it is bigger square footage, but not as many seats. I may get to go see it tomorrow
Hey, there was a 29K lead report ran for/by you this morning. This overlapped with a 77K from someone on the reporting team at TIP. It has caused fallout with Law Ruler in a pretty noisy way. Was this a standard run or was it a one-off report?
I have one that i set up ages ago to run at 8am and noon every weekday. it might have been that? Greg runs a report every 2 hours. We use it to see what's been signed in real time
if there's a way to turn off the ones that auto run for me i'd be so happy
are you in office, I can swing by
Hey nick I just got done at the dentist. I’m on my way back
Hey, thanks for the update, drive safe.
Hey, for transparency, I am sending updates on Meadow to Cam and Tony. Generally I spare nitty gritty details with Cam, but offer enough to keep him ready to speak to clients without being caught off guard. He has me sending some things regularly via my AI too, but before I get into that part I wanted to ask if you are already giving him that type of comms. I know that Integrations is not.
Was there any traction with Cam on a checklist/form for requirements when we make a deal for a new campaign? I assume not given his approach before, but checking in...
TBH i've been slammed since the last time i brought it up
I DID give a client an informal checklist and it worked
that's good news for that trial with a client! I am now hearing we missed a HIPAA doc for an active campaign recently (again) after he forgot to include it in the kickoff slack, so maybe he'll be more open due to that and the Integrations stuff
i ask because sometimes the HIPAA is with the retainer
i'd bet money that he thought he attached it. he sent 4 files on that one
I haven't dug into it, but was told by Tony and Anthony that it just wasn't in the channel kickoff, but idk yet
Hey, how's it going?? I had a lengthy talk with Dustin and McFadden last night and it sounds like there is a lot of waiting on clients for Integrations again. Is there a need to set up working sessions with ACTS and/or others?
Not really. I heard Ashwin has been kinda quiet but i can reach out to Mark Mina. I'm not too worried about them. Issue is with Napoli's people. they don't return calls or emails. I'm actually going to reach out to Napoli and ask for help.
ACTS has been a pain point for VSS and Ops lately, so I wouldn't be shocked if they are for Integrations too. Glad that isn't the case. They have been trying to change criteria a lot in several campaigns this past week that we should be holding firm against (but we know how that goes).
I can jump into a chat with Napoli too if needed today.
Or I can press Cam to make a goodwill call
Yeah ACTS is... i don't know. Mark Mina called me on Friday afternoon and was in a panic because they said we were leaving addresses off. They were personal injury cases and the retainer had a different address request on it (like property that was damaged or something). He said he'd get a list of all the ones we needed to fix. I asked him if it was personal injury and he was like....oh......
Yeah, heard about that one. They aren't paying attention to detail in their initial requests and it is causing future problems
I know they're in a hurry and stressed but they need to chill because it's going to make us mess up.
I think some of their employees were affected by the fires so i get it
Oh shoot, I keep thinking they are in FL, but they're not
this is the draft i was working on to Alfredo and Gloria at Napoli: We've been working hard on getting these two campaigns, Depo-Provera and Oxybryta, set up with integration, but the consistent roadblock seems to be with Larry and his team. We've called and left messages, emailed to only get responses much later than we would like, and it just feels like we are stuck waiting when the integration could be live. I don't know if there's anything you can do to help get us to the finish line, but any and all help is greatly appreciated.
I think that Richard Franklin was and I should have remembered about Mina and co
Looks good, please cc me on that send
I have a really good friend who lived in Altadena. Her family had always been in Altadena and her parents were like family when my husband and I lived there. They lost everything. An attorney at Dicello is her godfather so they are working with them
the house i lived in is completely gone. The tree the parrots roosted in, the catio... everything. gone.
made an edit: We've been working hard on getting these two campaigns, Depo-Provera and Oxybryta, set up with integration, but the consistent roadblock seems to be with Larry and his team. We've called and left messages that go unanswered, emailed to only get responses much later than we would like, and it just feels like we are stuck waiting when the integration could be live. I don't know if there's anything you can do to help get us to the finish line, but any and all help is greatly appreciated.
That's wild, sorry to hear. Was glad to see some rain hit LA this week, but too little, too late. So many tragic stories.
Sending that to Cam or someone higher up at Napoli?
i was going to send it to Alfredo and Gina at Napoli but I can just send an email to Cam and ask for his help.
I would send it to Napoli first and see if there is a quick response. Maybe add in there that a call today would be appreciated. If they don't respond, we can call in Cam
I know I am firing away this morning, but I wanted to make sure we are pressing to close these things. The Integrations/BI team is needed to support some reporting things, but of course their work is priority (if they can actively work on it).
Separately, but along the same line.....Dustin took over some of Ahsan's work for Meadow 2nd interview API yesterday to get it moving and he thinks we can go faster now. It looks like we are waiting on Becker for a deliverable, but I'd try to get Meadow in a working session today to align and move it forward. We are passed the two weeks that Ahsan said all this would be done.
K. i think Jon is in Miami right now. I'll bug Alex and see what she thinks and if we can wrangle people
they are so frazzled. I heard we don't have a lot of new business with ACTS long-term, does that sound right? they are not easy to deal with over time...
I think they'll still use us TBH but i think in terms of new opportunities and long running campaigns....
I like the team at Meadow too, so that is what I'm hoping gets bigger. They are the first long-term partner since we joined I guess, which is cool
Hey, our inbound team got a call from someone claiming to be Gina Esfandi from ACTS and they asked for campaign criteria (waiting to learn for which campaign). This is not normal and I expect it was a phishing call. I checked and I have never had contact with Gina...would you have?
I know Gina. It’s wildfires I bet. Did they tell her anything? I’ll reach out
They didn't, I just had them collect her name and email, so I could follow up. Glad it sounds less harmful than I would have thought.
Not at all! They need a company wide meeting to figure their stuff out
Yeah they need a come To Jesus meeting. I know a guy named Jesus Martinez who can help
Hahahahahaha.
Wait, en espanol
Jajajajajajaja
So i emailed her asking if she'd like to set up a call or send me an email
This lady told me we were using the wrong retainer, sent me like 5 other retainers that made NO FREAKING SENSE and then was like "oh wait no, it's this one"
Good morning! Is there anything needed from me on the SGGH integration? It seems like it is lining up, but since Cam mentioned me (again) for integrations I figure I should check in...
not sure yet. why's he bugging you and not McFadden? did he forget? lol
FYI, in regards to ACTS, I am expecting a call from Cam shortly on status of the relationship and projects. That is why I am pressing for more pressure to be put on ACTS to get their side of Integrations moving. I'm sure he will be speaking with ACTS after to try and spur things along.
We need to get the board moving, so that other projects and initiatives can get focus.
Do they have a physical tracker board in there?
Danny Abir has been the contact i was told to use instead of Doug.
No physical tracker board in there...just this one https://tortintakeprofessionals.monday.com/boards/4677317281
Following up on the wall and another couple things with Joe today
I only talked about it to you and Tony. I want it to be a surprise if we do it
yeah, monday is not my fave either
Can we get David Hasselhoff to come sing when we take it down?
FYI talked to mark mina today. He said he will attend the meeting Monday
Cool, thx. Hoping for a monster closing of all their stuff week. Considering asking for a 1-2 visit from Ashwin to work with Dwight and Dustin. Maybe a little face to face would get us in a better place. It is t a long drive or expensive flight.
That’s not a bad idea. And yeah it’s not a bad drive unless you leave on a Friday night or a Sunday lol
Sorry, I got pulled away and distracted. Here are the two Meadow AZ intake forms for an A/B test...
with the goal being fewer open text fields, more drop downs, etc.
Here's his markup on the AZ YTC. it's nothing crazy. He said, "Note the comment on Case Information, question 5. We would like this to be a dropdown or multi-select in your system so all facility names are standardized in the intakes."
Cam is trying to get some clarity on that comment
FYI from Jon Becker re AZ: Dropdowns • Question 5 ◦ Oasis Behavioral Health (Acadia) ◦ Sonora Behavioral Health (Acadia) ◦ Palo Verde Behavioral Health (UHS) ◦ Quail Run Behavioral Health Hospital (UHS) ◦ Devereux Advanced Behavioral Health AZ ◦ Mingus Mountain Academy (Sequel/Vivant) ◦ Casa Grande Academy (Sequel/Vivant) • Questions 36, 53, and 70 ◦ Penetration ◦ Oral Copulation ◦ Masturbation ◦ Unlawful Touching (Groping)
Numeric only Fields • Question 9 • Question 10 • Question 34 • Question 51 • Question 68
**I have another request. For the Abuser 1-4+ sections. Please ask which facility the abuser was located.
Let's chat on this to make sure I understand. Thanks for the update.
Hey, in your recent stand-ups with Integrations, how much conversation has there been about Meadow APIs?
quite a bit. our stuck is with Jon Becker right now
Ok, glad it is a topic in there still, thanks.
Smart Advocate (Sean Parker) is raising the alarm with Andy and Cameron. Seems like chickens are coming to roost for Rahul, but Sean hasn't been in the know about what is actually going on with the Meadow-Shield projects.
Jon Becker i think realizes SA is a good chunk of the problem. He's trying to clean up everything on Meadow's end so it's a clean data push. There's a lot of it that wasn't necessarily us.
Agreed. And Sean is trying to ask us to help them look better
hey @Nick Ward. I've got a weird situation that's popped up with ACTS that i need to escalate to you. you were cc'd on a email from Celina Velis about the phone system. I really don't know how to reply. ACTS is being really weird right now
Hey, is there one open desk by you or two?
Pete Izza. always shows up at lunch. Great guy
so why do you ask? anyone who sits over here has to pass a test
there are several departments out of seats, so McFadden, Shellie and I were talking about moving Ryan's employee Josh into your room. Nothing final yet.
so the statuses (stati?) really did balloon. I thought i was crazy
also @Nick Ward is there a way in LawRuler to limit access as to who can create a new status?
yep, Alan has been doing weird stuff with statuses, campaign names, and processes for a while and now that we are building out the new financials, it is much noisier...
status creation is part of the general admin status unfortunately. we have limited who all has access to this already, but Alan seems to be the only holdout in terms of falling in line with LR use
If you want my honest opinion on a lot of things...there are too many chefs in the kitchen
Yep. With financials me, Ryan, Edward, James are just trying to automate and walk away. It’s the manual LR cooks that mess things up
Let me know when you're back in your office. imma vent
hey, is the 3/13 email from Mina the last one we have?
it's the one where he says we aren't a priority
lol it's the last from Mark Mina. Ashwin has sent a couple
ok, but those are just with technical back-and-forths, right?
Ashwin sent a short reply on tuesday about some files we resent
He basically said we aren't a priority for their tech. I think it goes past that but...
can you forward me the last one from Ashwin, please
done. He hasn't replied to some important needs for LA Wildfires so Dwight and I are going to tag team him.
Mark will probably tell me we aren't important lol
I see Mark chimed in on this thread though, that is more than I thought he had.
he TOTALLY said some vague stuff and it took texts and calls and emails to get an answer
but there hasn't been a meeting since the wildfire retainer doc issues were being discussed, right?
but this thread that i sent you, i got wind of an issue with intakes and reached out to Mark about it. He never replied. Then on 4/1 he sent that email. I'm like.... WTF dude
looking back at my calendar and the wildfire meeting was 2/10
before that i had called them out on communications again and the response was "you're not important"
yeah there have been emails, text, and calls with them individually. When i asked if we should have a meeting i got the ^
i don't know what's going on over at ACTS but they've been way less responsive
If Mark doesn't respond to the email I just sent by midday tomorrow, I'll call him.
I pulled off our team in the email and added Cameron. In this meeting at 4, I'll prompt him to call Mark's boss too
if you can, pop up to conference room 1
Did anything ever come out of that email from Jon about a meeting? I ddin't get a reply to mine
I’ll check my email too. Not sure why Ashley and Jon aren’t on this.
Nothing else of note in the chain either
yeah, I still think we need to talk to Jon and Ashley before that meeting. especially if they may not end up joining.
Apparently Julia Gordon was seething about VGA for Meadow in the VSS meeting late yesterday. Jon was not there and Ashley was a pseudo voice of reason.
I want to ask the team to send an email update to everyone that was on our call yesterday with SA and Meadow this afternoon as we lead up to the meeting on Monday. In your opinion, am I asking for too much from them?
I feel like there is a massive disconnect between Julia, Jon/Ashley, and SA and we're caught in the crosshairs
Like to the point i'm hearing Rick talked to Andy and was like "don't worry. I love you guys." Meadow even sent us $$ overnight
I don't know what Julia wants to see but it's not aligning with anyone.
Have you seen an update email go out about BayPoint like we talked about earlier today?
hoping it went out without me on it
it's a chain i'm on with the baypoint guys. I asked them when they're available on Monday
Ok, thanks, thought it was coming from Daniel or Ahsan
FYI Dicello isn't happy with how their integration is going
I think that is the one where they changed doc software in the middle, right?
and their contractor has to make changes in order for us to do our thing correctly
ok, I think that is the same one. Abe is asking Darrell to do something that is impossible because DL made a bad decision and switched software. Pretty sure contractor on DLs side has to do work before he/we can do anything
I talked to Darrell earlier this week about not saying definitively 'no' or 'i can't' to Abe too quickly, even if things are impossible. Abe needs his ego stroked first.
Cam is aware that Darrell can't do it, but it sounded like Abe was painting the picture that Darrell is capable, but I trust Darrell in that it is just a DL choice that screwed things up
Abe using Darrell as a scapegoat. Told Darrell to call Cam, but I'm sure he hasn't.
Cam accepted our meeting for 2PM (same one that was at 4, but it is earlier on Fridays), so I can bring it up in there. Want to join again?
Trying to help everyone be happy about Paraquat lol
DL told Legafi that they're not getting the right info from us or something like that. I asked Abe outside of the email chain for help and today i casually updated the chain like "hey, we've checked a few times and it's showing ok. Can you let us know what's missing so we can trouble shoot" and i got angry email with Cam and Andy on it. They were already on the other chain. I didn't do anything wrong it was just a "oh he's frustrated" thing
on top of that, one of my favorites here just quit without notice.
David Kessler. He was pretty important to a lot of things we do in the call center
no, he came and sat down with me for a while before leaving. he didn't cause problems or anything. just had enough of some things here and found another job.
It's a bummer. Classic case of pushing one person who is talented too far while others skate by.
siiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiigh
just some pushback on the integration updates thing for slack. all good.
what the heck? it isn't hard nor a lot to ask of a team of 5 people to send updates on their work that has never been reliable or efficient and is now costing us money...who is the problem now?
dustin was miffed no one talked to him about it but it came from me. But then he was like "it's all on the monday board" and we talked about it
that's not even cliff notes. that's like the cheap kmart laminated cheat sheet
smh. he manages the integrations team and he hasn't once picked up a phone and called any client, notably ACTS. that team is sitting on their hands and making jokes about 'not being a priority', but can't step up to the basic level of handling simple communications.
Speaking of ACTS, they finally sent their wildfire intake. it's like wtf this doesn't match. so i talked to Cam and he was like WTF. So since it was only like 12 he told me to tell ACTS that we'll do it manually.
They got the test intake from us. their API asked completely different questions and none were injury related
should we cancel the integrations or set a meeting?
it's just wildfire. We're cancelling that one. No need for a meeting. it's literally 12 people and cam has closed the campaign
but we have open integrations with them that we need to get off the board...
I think the others are going ok since Dwight had a call with Ashwin. The only funky one was wildfire
Mina sucks and I want to tell him that
I’d bet money that ACTS is just forwarding everything to us including stuff their other intake co is doing for them.
I’d bet money that ACTS is just forwarding everything to us including stuff their other intake co is doing for them.
Yeah, I told Anthony we’d talk I. The AM and blast them back somehow
@Nick Ward FYI, what Abe is upset about is the usual email distribution.
It's part of the setup - most firms have a distribution list that they told us to send the emailed intakes to.
I didn't find any instructions NOT to use it for Dicello.
I got added to a BCL BLX distro list so i get these things ALL THE TIME.
Abe has been so upset about so many things this week, I'm not even sure which issue was being discussed in said distro
The distro is something they’ve been getting for years lol.
I think y’all need to have a meeting with Cam because that email is what they always get.
I think you mean Integrations needs to have a meeting with Cam...
Cam just confirmed that there are no flyer campaigns that will be coming up from any other clients than DL.
yeah, I had already texted him before you said that. sorry, wasn't trying to pile on or anything.
not wildfires, but here come more flyers....
hey, can you swing by? we are talking about Copper updates
I guess for the new financials buildout, some updates have to get made (by you) in order for James to look at the right data to pull
and account for Cam's fly-by-night changes to pricing
i'd say come over here because Greg needs to be involved too
he and i are the ones that work in copper. he more so than i do
it'll be McFadden and James. I don't need to be a part of it. Just trying to make sure James gets what he need to build this architecture.
As you might expect, Ryan's guidance is spotty
Anthony, Christian and Sunnie cloning the new campaign...
@Nick Ward can you make them all "Firm Name" Integrations? That way they match? So Meadow Integrations instead of coordination? MY OCD will thank you
Can do for all the ones I am a manager in. I am only an admin for the TIP space. Looks like he put me on most of them though.
that's cool. it's better. now that most have integrations at the end lol
it's like walking into a room and noticing all the paintings are off by like 1/2 an inch for me. i need to fiiiiix it
I can't change the-office-of-ben-crump
It's not too annoying since it's like a similar length
Nick Mc disappeared this afternoon
even Ahsan couldn't find him on his way out
he came by about 10 min before Ahsan came to say goodbye which was 5 minutes before dustin came over. I tell time in who visits my desk now
he came by about 10 min before Ahsan came to say goodbye which was 5 minutes before dustin came over. I tell time in who visits my desk now
Hey @Malissa, our old friends at ACTS are at it again. Do we have an open cap on CA Juv Hall?
If they are trying to reopen it needs to go Through cam
Okie doke. They keep transferring calls to us, but I'll reach out to them again.
How easy is it for you to grab a list of the campaigns we have cap room on still?
same shit. I can pull the open/closed tracker from monday.com, but I want to make sure it aligns with what you have. then I'm going to call and send the list of what we will accept and advise to keep all others and we will be advising callers to call the main ACTS line going forward.
I will let Cam know, so that he can reach out to Danny if he chooses
Chowchilla - Crump/ACTS 7 Retainers left Chowchilla Womens Prison Abuse - ACTS/AWD (TIP) - Contract - 7 retainers left Chowchilla - Crump/ACTS - still open but no real cap for it. Youth Treatment Center Abuse - Bailey Glasser/Dicello/ACTS - 3 left
the remaining cap is helpful too, thanks
so we'll take Chowchilla really. i think Youth treatment should be closed to be honest
well youth treatment is different from LA County so maybe it's ok
still it narrows things down to 2 pipelines. if ACTS can't understand that, then idk how they can make it through their days.
if ACTS ~can't understand that~ exists, then idk how they can make it through their days.
Hey, are you and Tony and Delk keeping each other up to speed as to the pricing changes when the call center changes their side? We are reviewing results with Ryan and some things look off to him.
He is sending you an invite to join this call now...btw
If I set up a brief meeting with us and Tony, do you think he will already know that he should be doing this?
and if he doesn't, are you comfortable explaining what you need?
chefs in kitchen. too many chefs in kitchen lol
yes. and this meeting isn't even about this stuff in such detail, but the drama this morning is causing it
there has been at least 2 new iterations of the commission sheet since David left
doesn't mean all the prices changed
i don't have the same conversion data. I don't know if i need a meeting with tony. maybe a spreadsheet showing campaigns that need to be adjusted lower and why
he needs to commit to sharing updates when it happens though.
if you talk to him and Delk while I am there, I think he will know that I will make sure Cam knows he is on the hook for this. I really don't need to speak up, just to show continuity. Cam is back on the kick of wanting me to be in everything 🤦♂️
he's not calling you out for what is in there...it is more about Tony not communicating. Tony has taken a stance on not wanting to share anything other than monthly finals in terms of commissions.
easier to get you in here to chat than him
Delk was rehired to be Asst. Director in the call center. He is the one changing commission structures all the time in real-time
*Thread Reply:* yeah i need commission structure.
yeah as long as people give me tools i can make it happen
where does the food go now that the pizza desk is gone?!?!?!
hahaha, no way are they still using this. I really hope I'm wrong though.
i just slammed a bunch of chocolate covered espresso beans. wish me luck 😂
they won't even share it with me
that's why I am going to set up a 15 minute
*Thread Reply:* Cool. I’ve got to run to my dr this afternoon so heads up.
It looks like they have interviews
scheduled my 1 year. It's Thursday. or at least that's what Cam told Shelly to schedule
So how did it go with Sphere? and did you get to have your review convo? so many questions ha
i guess it went ok with Sphere. I had to stop my meeting because i had to go to a meeting with Marc
I didn't think Barmazel was here today
Just kind of like "well i could have done that better..... i could have done that better.... it's not good enough.... etc"
But on the plus side, i got a Switch 2 last night
I'm sure it went well with Sphere and will in your review too. it's hard going into meetings like both of these when we are either in the dark with Sphere until go time, or not getting feedback all year, then bam, review time
lol yeah or coming out of a meeting with Marc where he's unhappy about something and then going into a review
I don't interact with him much, but is he ever happy in conversations? I think here we will have to remind people of recency bias and refocus them on the past year and not be prisoners of the moment.
true true. not for me, but then again they RIFed me along with so many others, I am glad to be here
I am supposed to have a follow-up to my review conversations at 2:30, but it all started the week before Cam went to Germany, so idk how this is going to end. Likely to get pushed if things are going the way they have been
crap, now they are calling me in early
not even an acknowledgement of my scheduled time. positive note for you is that I think we just found a gap in talk time billing for TIP, so maybe they will be happy about found $$ and be in a decent mood.
not quantified yet, but it is billed minutes being missed or applied to the wrong clients due to call center mistakes. the recommended changes in call strategy would fix this and save on commission too
I'm only supposed to investigate and recommend though, I can't mandate and be a meany
word. just got a new invite for 3:30 for mine.
that went ok. i got complimented on how people like me
do we have a number AWKO's signups can call for general questions?
Hey, we can set them up however we need to if you think it is worth it to get custom. Otherwise we have several general inbound lines for immediate use. They can return any call from the outbound number we give them too.
They are in Pensacola, right? I can find a FL area code inbound line if that matters. lmk
I think any random inbound line people can use for questions is good. They are in FL
here's what she sent me: My name is Kylee, I am a legal assistant with AWKO. I was curious if you had a direct number for Shield-Legal that you all provide to clients?
sorry, too many things popping up today. just talked to Alex. she will use her number for calls where the client is already retained. I will share a number in a minute for any PNC that we need to explore an intake for.
Tony has all inbound calls going to all of the call center right now though, so the inbound line won't go directly to Jacki's team (like I would normally try to do)
I'll let the firm know that the 904 number is for people not retained
Hey @Malissa 👋
I'm revisiting a project that requires using a campaign model that has both a high volume of lead/call traffic already, and that will still be open for the foreseeable future. We talked about this a while back and at that time the Soup campaign was the call, but with that one out of the picture, I'm looking for insight on what fits the bill right now. Any advice from you and your crystal ball?!
I can swing by and chat as well
My crystal ball is broken thanks to chowchilla.
I’d say Bard Powerport but I don't know how long they'll extend the cap. If we keep going at the current rate, it's done in mid September. NExt would be Depo Provera (both DL/Flatirons btw)
but their call volume is no where near noddle soup. Chowchilla, at the rate we're going, will hit budgets next week.
I'm thinking that Depo might be worth a shot (pun intended)
confidentially...the plan is to pull all call recordings from the camp, run through an AI model for flow identification, then to see what can be handled through an AI IVR instead of a human, test, and determine if it is worth trying live (on the DL away from the call center)
Depo has been averaging about 3 signups a day over the last week. It’s slower when you factor in all time but it’s picking up
it won't be for decision-making, just a nice screening before we get a human on the line
is Bard that much higher on the volume? it makes me nervous if that is already been extended and it is unclear for how long
if we stay at that rate it will be done by mid to late september
Depo has a longer life unless they pull the plug
ah, ok, so since the DL/Flatirons Depo is on now, I could probably feed some SGGH/Meadow Depo calls into the model too and beef up the data pool (if necessary). ok, I'll check the criteria to make sure there aren't differences and that will determine that Depo wins
dammit, criteria is very different...I'll make it work
In fact that retainer is pulled. So it’s just DL
on my phone it was just a notification that read "Jonah Hill" and i was confused lol
Hey, ready to pull folks together?
Carter and I are in here, but we can either come over to you all or grab a room
i'm doing reports at the moment. O.o so i can't head over there just yet
plus now i gotta remember all of my ideas 🙃
BTW, Celcius made me sleepy
I wonder if the powder method causes a bigger crash the it gets ingested 🤔
Would you mind sharing the form you built for Cam to have completed before campaign kickoff? You probably did a long time ago, but I can't find it.
I am leaning toward a google site for all clients, but that might be overkill 🤷♂️
He won't, but Carter thinks he can get clients to complete a checklist.
But I’m the one who submits everything usually. Every now and then he will submit something
I told him you have tried to make this work before and Cam wouldn't go along, but he is thinking maybe all the recent drama will change things for clients and/or Cam.
I mean...if you checked the boxes for the client, we still would have the problem of the clients not taking ownership too, I guess
Can chat tomorrow. Thanks for replying after checkout time!
I’ve got something. I gotta find it. I send it to new forms.
We’ve got a Monday board that I finally have access to
I do have a client checklist somewhere. I’ll search for it tomorrow
is anyone making a slack channel for the meeting we had today? don't want to do it if someone else is
just @'d you in the one James sent the board pic to
Hey @Malissa can you join in room 1?
no problem, I'll speak for you and I won't commit you to anything more. I just thought you might have input, but after yesterday, we'll get it locked
Here's the info: giving you all a heads up, we are going to be testing a statewide CA JDC campaign. So you can understand how this will be set up and need to managed I am putting instructions below.
- This is a new vertical "California JDC Abuse", example landing page here: https://shieldjusticewatch.com/california-jdc-abuse-lawsuits/
- we will need to create new contracts for EACH ACTIVE FIRM IN CA by location exmaple: a. Dl Flatirons i. CA JDC Abuse (vertical) 1. contract Riverside Juvenile Detention Abuse (CA JDC) - Dicello/Flatirons (TIP) - Contract a. filters "facility where abused" EQUALS (add each specific facility name EXACTLY as listed in the drop down values (case sensitve,proper spacing, hypen and each facility separated by "comma" and no space 2. contract Alameda Juv Detention Abuse (CA JDC) - DL/Flatirons (TIP) - Contract a. follow above
- We need to do this for each and every law firm that is active and ensure the filters are 1000% correct and accurate
- We will need to ensure these case types get ingested properly, so the active integrations pick up the cases and funnel into the proper location (IE DL/FL, Meadow, and anyone else we have integrations with)
- The above campaigns share budgets with the main "base" standalone, so you will all need to watch budgets carefully
- Ryan these need to integrated into all customer dashboards
- Malissa you will need to subm it these as "new campaigns" into call center channel to ensure they are all set up properly
- Mark Maniora make sure you set priorities as "1" for all in statute and "2" for any OSOL (if any are still active which I do not think they are)
- Mark Maniora once you create one set up contracts for a firm, please slack me and I will review and validate filters.
I talked to Sunnie and she is feeling confident in the team's ability to knock out more CA JDCs. The cloning should go smoothly. Do you have any inkling that there will be a large batch of any other verticals? It seems like that would be a 'no' until this one is tested and succeeds, but figured I should ask...
yeah not yet. my guess would be Michigan? but not 100%
which means the integrations queue for DL/Flatirons is going to grow quickly...trying to impress that fact on that team right now, but we'll see how that goes.
they are back on the train of 'DL/Sikich isn't reponding, so we are just waiting'
hey, heard you sent me an email, but I don't see it...about ACTS maybe?
too many nicks. went to mcfadden who is already on the chain
at least i didn't send it to Carter's old email.