counterweight/superhog_personal_notes
1
0
Fork 0
Code Issues Pull requests Projects Releases Packages Wiki Activity Actions

Thingies

Browse source
This commit is contained in:
Pablo Martin 2023-11-30 11:30:41 +01:00
parent bfdf11d01a
commit c8dc4edb1e
2 changed files with 51 additions and 3 deletions
Download patch file Download diff file Expand all files Collapse all files

49
log.md
View file

@ -362,7 +362,7 @@ Actions
- General direction. 2024 company goals. What's the philosophy? Growth? Quality?
- 3 main goal lines
- Make current operations work properly now that we have resources (backfill). Andrew's opinion is they where understaffed for long and that explains why things are not working out smoothly.
- Make current operations work properly now that we have resources (backfill). Andrew's opinion is they were understaffed for long and that explains why things are not working out smoothly.
- Grow
- Through direct selling (business as usual)
- Integration with PMSs to white-label the solution and turn them into sales funnels
@ -378,7 +378,6 @@ Amanda joining and taking care of the financial processes and bookkeeping until
End of march is end of financial year. Next year books will be on Iplicity.
Actions
- Andrew is very concerned about the invoicing process and the choice of accounting tool and now I understand why. If any of those two, are not worked out properly, they will lead to a very nasty situation. I need to judge my role in those fast and get evereyone aligned.
@ -440,6 +439,8 @@ How do you feel about your engineering team? All good, no complaints.
Documentation or videos? Would be good for you
https://www.notion.so/knowyourguest-superhog/Onboarding-Simple-Step-By-Step-4c128d32313e4d22aceb6bceedfdde20
# 2023-11-30
# Now
@ -470,6 +471,9 @@ https://www.notion.so/knowyourguest-superhog/Onboarding-Simple-Step-By-Step-4c12
- Post-its, pens, pencils, white-sheets, scissors, charging
- [ ] Read any docs shared by Alex A.
- [ ] Receive access to hubspot from Alex A.
- [ ] Get a locker
- [ ] Get access to these maps
@ -492,12 +496,53 @@ https://www.notion.so/knowyourguest-superhog/Onboarding-Simple-Step-By-Step-4c12
## Meeting with Alex Anderson
- Overview of your scope
- He comes from marketing, is now in operations
- Goal
- Make processes as efficient and replicable as possible. Get things to scale
- Sits a lot on product talk
- Revops
- Sales, Marketing, Customer Service, Account Management
- Alex vs Lianne
- On the same level, they split on departments
- Alex more on tech and systems, Lianne more on business teams
- Current systems and processes being used
- Could you get me access to check them out?
- Reports/Spreadsheets/PBIs/?
- In-hubspot dashboards
- Exports into CSV and doing some wizardry and upload in PowerBI
- Current pain points
- No disaster incoming
- Resolutions is extremely in the dark
- Can you somehow give me access to Hubspot? No touchy touchy
- Where do you organize documentations
- Notion for the most part
- Work in progress
## Meeting with Lou Dowds
- What is your kingdom?
- Tell me about the business processes underlying your products
- How does success look like for your products?
- What systems are currently part of that?
- What data are you using currently?
- What metrics do you have currently vs what metrics would you like to have?
- Is there anything you would hope from me/data team?
## Meeting with Ben C.
- A few notes on what I've seen so far
- My first impressions on what we should build
- My opinion on the invoicing nightmare
- I'm worried about only having two cycles to play around + Elaine leaving. I dislike this being the first thing to jump to, but I think it will have to be so
- I'm afraid untangling this doesn't look like only a data issue and it's going to be complex dancing altogether
-
## Meeting with Ben R. and Gus
- Infra
- Invoicing nightmare
## Data HQ