customer notes

CustomerNotes/PDF_Butler/PDF_Butler.md

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+# Meetings
+
+## 9/30/2022
+* 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 
+* 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 
+* 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 
+*