Recording
Notes/Files
20210302 TDC Principals
- Agenda
- Review Haden price increase letter?
- Recap strategy
- Discuss next steps
- Leads coming in to JB for workshops, webinars
- Handoff of CRM data from Pipedrive
- Nick can help with Practifi imports and tracking
- Brett and Travis – to triage the leads
- Barry
- Original impetus for hiring Kevin – retiring partners. Steve stayed on extra year.
- Consultant for turbulent times, 10 to 8 to 6 partners
- Fair amount of dysfunction among 6 at the time
- Kevin and JB helped dynamic of coalescing
- “Pushing the string” is fairly accurate
- No formal renewal in mind
- Haven’t discussed handoff
- Satisfied for the most part
- Pointed out some things that need improving
- So much work with stimulus stuff – get through tax season, new guidance
- Outsource some of it