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Meeting Notes

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Wednesday, August 5th Team Meeting

Charlotte Update:

We didn't hit our goal for July, but there are lots of other ways to break down our stats:

  • Site Visits created per day are trending upward

  • the same is true for Quotes created per day

  • total billed hours (our goal ranges from 230-310 per week)

Everyone can focus more on their time, precision, and communication in order to improve the above numbers.


Anderson Update:

-Last week we were working alongside EBS to learn their ways; this week we begin working on merging our company cultures.

-Joe and Nan are still getting their devices set up so they can join virtual meetings starting next week.

Anderson has a heavy retail presence: whereas Charlotte has about 5 walk-ins a day, Anderson tends to have 20+, not counting potential customers who just browse

-So far this week, there have been more walk-ins in the Anderson location than Nan and Joe have seen in a long time.

-Shoutout to everyone who has helped with this transition so far this week! It has been a huge team effort.

-As of yesterday we have imported about 400 new customers into our system just in this location, which is half of our annual goal.

-Anderson is close enough to GA that we just got our first Site Visit there, which is the fourth state Loc-Doc has reached


Lab Update:

(note that these milestones are not included in the fuel gauge)

-The lab has been around for a year now and consists of application development, digital content development, and marketing strategies.

Digital Content:

  • video content for Loc-Doc

  • video content for other orgs (including lots of projects for Assa Abloy)

    • installation vids

    • product marketing vids

    • virtual events

  • core training - Loc-Doc Charlotte will be hosting a virtual conference for over 1000 lender and realtors, consisting of a general session in the morning and then multiple at once, then a roundtable discussion at the end

  • developing marketing strategies to resell to other locksmiths around the country

    • videos

    • website content

    • printed material

Application Development:

  • building out and maintaining the current system in TrackVia

  • a new, custom location, opening, and system management app built from scratch

    • an email campaign went out today announcing a beta version

    • includes a masterkey system generator

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