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