Agenda:

ELT_Meeting_-_December_2024.png

  1. Goals for next year

    1. Attainable 24K quota
    2. Focusing on AOV, ACV transitioning away from property count
    3. selling the right deals, the right way, at the right price using our pricing builder
      1. Staying in the green (Bryan)
    4. Limiting T&E
  2. CB 2.0

    1. Custom branding
      1. tier 1 - turnaround time? next day
      2. tier 2 - turnaround time? 4 weeks
      3. tier 3 - turnaround time? 4 - 6 months (maybe sooner?)
      4. tier 4 - turnaround time? 4 - 6 months
    2. Questions / access - as we transition to AOV / ACV - how can we navigate concessions to these options?
    3. When does option 1 arrive?
      1. Q2 now
    4. Tie CB fee value to each tier
      1. lien item quote / proposal
    5. Lines are blury when it comes to tiered rules vs. options
      1. 5,000 reservations = 200 properties
  3. Department updates

    1. transition from property count to revenue, focusing on AOV and ACV
      1. Line items are bible
        1. impact on onboarding and CX
        2. will this impact tiers? ex. if someone with 50 homes has aov of $100, do we give them tier 2 pricing?
    2. Kelsey relocating to Destin
    3. Territory and franchise allocation, documented in sales hub
    4. Moving from monthly quota + 12 month tail to quarterly quota + quarterly commission
    5. Sales pricing tool used on and uploaded to all deals. All pricing / concessions must be in green. This is what we are comped on now.
    6. Restructured a shit load of internal meetings.