📈 Gikko Agenda 6 August 2024
1. New strategy - discuss thoughts
NEXT STEPS NOTES, ACTIONS, CHALLENGES
NEXT STEPS NOTES, ACTIONS, CHALLENGES
- Make it easy for people to sign-up - James to figure out if auto creation of accounts is workable
- Bring the online sign-up form into a more prominent spot on the site
- Product set up, how can we shorten the lead time for set up / make it as effective as possible
- Guided approach to using the tools to free up time * training short videos for peeps to self-onboard
- All in one - value proposition - established businesses
- Resource intensive - would need to hire some more to facilitate / influencer / personality in Zim -
- What is taking up Rodney’s time - emails / phone calls, answering questions / appointments / follow up’s -
- We’d like to suggest a CRM so we can learn about the various personas by industry & help you understand what success looks like from a data point of view allowing you to substantiate gut instincts and direct your plans based on insights gathered over a period of time - tools like Freddy AI learn as you go so it can help you prioritise leads because it builds up knowledge about your clients & is therefore able to tell you what characteristics the converters have and recognise those when people enquire. A deep understanding of the process you follow would be required to built out workflows and automate the parts of the job that do not require specific personalisation to achieve
2. INmail campaign - still fits in - we did not go shotgun so do we want to go ahead with this or what is the next step here
3. New emergency process
The process that we have presented, documented here for your review and open to discussion:
3. New emergency process
The process that we have presented, documented here for your review and open to discussion:
- Ensure we have a complete list of active clients on Gikko portal.
- We need to make sure we have our lists of clients in place in the correct buckets so we can communicate specifically to the people who may experience issues. IE SMS clients get the SMS notifications - all coms to happen via email
- When new clients sign up, they should be added to this list. This will be a manual process at this stage, but we can automate it once we have self sign-up in place (new strategy suggestions)
- Once that is in place, we can create the following workflow: James submits a form with the required details to inform clients of an outage.
- The form we create will have logic in place so James will have the option to communicate with everyone or segments
- Using the Infobip API, the form submission data is sent to the Gikko portal. It creates a campaign, adds the client list, and sends out the email.
- The workflow will have an option to do a test, which sends the email to a list of test email addresses.
- This process should give James free rein to reach out to clients proactively when he needs to do so.
4. When can we get a CRM? :)
Comments & Events
Laura Hurley,
Designer, UX and Engagement Specialist
Meeting notes:
- What's keeping Rodney busy? what can we automate to free rod up?
- CRM – Hubspot - affordable starter packages (good for James as well)
- resource intensive to have various target audiences with different strategies
- Rods day: Sales person, calls, follow ups, emails, spreadsheets. a CRM will really help
- Winston:
- Manual steps involved
- Marketing efforts need to drive people to us and we'll need to complete the process
- Button for sign up, more prominent on the site (not just footer), replace whatsApp sticky button
- How does the training come together? -
- customer onboarding form: Include a field for "Requested Sender Name" (Max 11 characters) - include help text
- Further automation is possible and Winston seems cool to go ahead with that
- Login details stored as tokens - API security
- Training that is in person can become a self-help experience with videos or slide shows with steps, that takes no human effort, but have the option for in person
- We have full access to AI (Infobip founders partner is involved)
- People like to explore first and when they get stuck they reach out, how can we automate that, Winston said he'll think about it a bit
- Winston has an influencer/character in mind who can do some content
- Agreed about IG and TikTok not being the right place to regurgitate LinkedIn content
- Emergency process:
- CRM can help in this space, we need to start by defining the source of truth
- One bucket, sent to everyone (particularly SMS is affected)
- Obstacles: need to confirm that James can keep a list of active clients on the portal. Create an API from a template and send it off.
- Alternatively, template on Gikko portal and James will manually send off (this is the easiest) Winston said, lets do this, simple not complicated.
- James to let us know who are prospects and who are clients in the current contact list on Infobip
- InMail
- good at attention-grabbing, but no signups.
- CRM will really help in this process, and will be helpful to have in place before we do another inMail campaign
- 20 % of who Rodney spoke to were actual decision-makers
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