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Updated all the notes so my script would pull them automatically without any errors. The script is almost done, but I can't seem to get it to merge all the dictionaries! Those were most of the changes for this commit.

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Norm Rasmussen
2023-07-26 17:42:52 -04:00
parent d2378e4f44
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CustomerNotes/PDF_Butler.md
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# Meetings
# PDFButler
## 9/30/2022
### Sales Demo
* Salesforce ISV - Top 35, Crest Level
* Document Electronic Signatures
* All clients and partners are Salesforce SIs
* 24 folks, growing rapidly
* His role is partnerships on a pro active basis
* 1/3 in Sales/CS/Support
* 2/3 are backend and developers
* Reason for reaching out:
* They have an "academy" which is really just a knowledge base
* Need to help partners and clients
* Mostly for implementation, but want to expand into teaching people to resell
* Knows the toughest part is creating content
* Reselling PDF Butler - they don't implement at all
* They sell direct to enterprise and then connect SI
* SF Admin/Architects are the main buyers
* Partners refer and then profit based on consultation times
* They hand hold right now but need to scale it
* All clients and partners are Salesforce SIs
* 24 folks, growing rapidly
* His role is partnerships on a pro active basis
* 1/3 in Sales/CS/Support
* 2/3 are backend and developers
* Reason for reaching out:
* They have an "academy" which is really just a knowledge base
* Need to help partners and clients
* Mostly for implementation, but want to expand into teaching people to resell
* Knows the toughest part is creating content
* Reselling PDF Butler - they don't implement at all
* They sell direct to enterprise and then connect SI
* SF Admin/Architects are the main buyers
* Partners refer and then profit based on consultation times
* They hand hold right now but need to scale it
* Main goal is to reduce support tickets
* 30 day free trial is to academy
* Leadership wants to protect some of the IP in knowledge base
* 3 levels of course - Novice, Intermediate, Advanced
* How to sell PDF Butler - Referrers and Resellers
* Direct KPI and correlation to course completion and resell revenue
* Internal Training as time goes on
* Auth structure - invite intentionally
* They have created a metric for segmenting partners - employees and revenue
* 30 day free trial is to academy
* Leadership wants to protect some of the IP in knowledge base
* 3 levels of course - Novice, Intermediate, Advanced
* How to sell PDF Butler - Referrers and Resellers
* Direct KPI and correlation to course completion and resell revenue
* Internal Training as time goes on
* Auth structure - invite intentionally
* They have created a metric for segmenting partners - employees and revenue
* Content Creation - Luke will be leading with the Founder (Founder is a coder/dev)
* He will have an internal workshop to find what content and articles he will need in platform
* [ ] Set up trial PDF Butler
*
* [ ] Set up trial PDF Butler
*
## 10/7/2022
### Ongoing Questions
* Is it truly unlimited users?
* Can they enable salesforce integration during trial? Yes
* How to ensure that the images fit in the course boxes? Make sure the ratio and size is correct.
* He also wanted to know about the best way to use videos - embed? media library? etc.
* That's it! It sounds like we are the winner so far.
* That's it! It sounds like we are the winner so far.