Monthly Update

July

July Recap

  • Welcome

  • Staff

  • Company meetings

  • Agenda

    • Overview

    • Sales

    • ProducT

    • AOB

overview

  1. First Item

  2. Second Item

  3. Third Item

Sales

  1. What's new

  2. team

  3. approach

  4. mtd status

  5. q3 goals

Sales - What's new

  1. new sales process in place

  2. kaleigh joined team

  3. erin back

  4. daily reporting

Sales - team

  1. chris as sales manager

  2. kaleigh as senior sales exec

  3. erin as channel manager / partners

  4. kevin as sales ops / inside sales

  5. sarah r. as inside sales

Sales - approach

  1. TOP of funnel - kevin / sarah focusing on prospecting

  2. bottom of funnel - kaleigh & chris strict abm

  3. channel - erin focusing on existing partners and adding new partnerS

Sales - q3 goals

 

 

JUL @ 25 NEW DEALS / 1500 MRR

AUG @ 40 NEW DEALS / 2000 MRR

SEP @ 60 NEW DEALS / 2500 MRR

 

Sales - mtd

Sales - q3 goals

JUL @ 25 NEW DEALS / 1500 MRR
AUG @ 40 NEW DEALS / 2000 MRR
SEP @ 60 NEW DEALS / 2500 MRR

Product

What's been going on?

Our goals

Taking a step back...

  1. A REFINED AND FOCUSED PRODUCT (CORE SERVICE)

  2. A SIMPLE AND EFFECTIVE MANAGEMENT PLAYBOOK

  3. A CONSISTENT & REMARKABLE CUSTOMER EXPERIENCE

first tasks

we started with

  1. The whatarmy way

  2. defining the product

  3. kicking off 'the playbook'

since then

over the last few months

  1. CONNECTWISE REVIEW

  2. ONBOARDING REVAMP

  3. SALES & Billing REVAMP

Onboarding

challenges

 

  • Client: not always clear on what happens next & when

  • Client: goes through 3-4 different people to be onboarded

  • Client: no single point of contact on WhatArmy side (often resorts to salesperson)

  • Client: doesn’t always understand timeline / why things can take a while

  • Internal: need better visibility across sales/finance/ops on where new clients stand

  • Internal: the responsibility of creating a great onboarding experience is divided among 3-4 people, accountability is dispersed

  • Internal: we have catered to too many variables (different agreement levels, different client types, custom contracts / projects / workorders)

Where have we struggled in the past?

keep it simple

let's work on this:

can we build a simple & effective onboarding process focused on new (standard) WordPress Support Plan clients?

The playbook

Want more details?

It's all in the playbook.

AOB

  1. First Item

  2. Second Item

  3. Third Item

ONWARD

Company Update | July

By Philipp Walzer

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Company Update | July

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