Peaks

Joy’s:

• [ ] shifting sample ordering to Diana - creates a ton of opportunity!
  • [ ] sojo Sample Kit 2023
• [ ] new deal creation process
• [ ] reframing of the catalog
• [ ] getsojo.com/start

Marcia’s:

• [ ] PPC Lead Gen Ad
• [ ] Solid general nurture email campaign in place

Valleys

Joy’s:

• [ ] gift pitch still chaotic
• [ ] looking to the future: CX confusion. how can we help?
• [ ] concerned about retention with new getsojo.com/start process

Marcia’s:

• [ ] Gift rollout to prospects, need to iron out - coming soon, opt in show catalog and coming this summer

Diana’s:

• Live chat
• Pricing templates
• gift wait list sign-up

Kalie’s

• [ ] sales assets - post demo pdf
• [ ] pricing / agreement on catalog (gifts and amenities)

Follow-up items

• [ ] frame gifting like we did with bath/kitch: pro, pro+, lux, eco
• [ ] add more detailed gifting to demo
• [ ] live chat
  • [ ] timing
  • [ ] need to ensure we get their email
• [ ] attach pricing to deals with no MSA
• [ ] pricing meeting - get aligned on verbiage - after catalog is ready
• [ ] update post-demo template