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Hey folks I'm done juggling the to-do tasks. If ta

  • 1.  Hey folks I'm done juggling the to-do tasks. If ta

    Posted 01-30-2015 07:34
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    Hey folks I'm done juggling the to-do tasks. If task tracking is deemed necessary someone take it over from me. I think I need to supply Therese with Session descriptions and there was some question about including a letter in the package of materials to those attending. From my review of the PDF embedded here - I owe descriptions for: Panel Discussion: The Three Best Business Improvements We've Made: Join the discussion and learn what new business improvement your peers have implemented this past year that have worked well. We will touch on support plans, best practices for informal quotes (aka ""starts at"" pricing), methods for tracking projects, billings and plenty of time for participation by audience members. Panel: Marketing - Best Referral and Lead Sources What's working for leads? What's not? Are web leads all they are cracked up to be? What are the three top marketing activities that are generating paying customers? How much knowledge do you give away to a potential client before turning on the meter? Share your experiences in this area. Implementing Annual Support Plans - What's The Catch Annual support plans can be great money makers provided you clearly define support. You'll leave this session with an actual support plan which you can modify for your own use. Listen to the experiences of others who are 100% support plan based. Some of the ideas we will discuss: How to handle web inquiries, Diagnosis fees (how, why and when to charge), How to convert hourly customers to annual plans. In addition we will talk about ways that you may need to change your support plans in the future such as including a managed upgrade option. 90 Minds Membership Benefits Review - Evernote, Dropbox, Socialcast, etc. Join Wayne and Robert for a tour of the various 90 Minds member benefits. If you've grown frustrated with the searching for downloadable files on the Sage portal then learn how you can access the group DropBox and the various files we store. In addition we will give a guided tour of the group Evernote knowledge storage as well as review some tips and tricks for Socialcast. BIO: Wayne Schulz is a (non-practicing) CPA specializing in helping companies fix, improve, or upgrade their Sage 100 ERP software. He markets heavily via social media and the web where he provides support and second opinions for a myriad of Sage 100 ERP related issues.

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  • 2.  RE: Hey folks I'm done juggling the to-do tasks. If ta

    Posted 01-30-2015 08:20
    Thanks Wayne. Updated the PDF and posted to Basecamp. I will be emailing along with your letter starting at noon CT unless I hear otherwise.


  • 3.  RE: Hey folks I'm done juggling the to-do tasks. If ta

    Posted 01-30-2015 09:37
    I prefer we distribute a link to the Google Doc with vendor FAQ since that allows us to add or change it without having to email all attendees. Here is the link to the vendor member FAQ - please test to be sure you can read it first https://docs.google.com/document/d/1Fh3GdR-RbjF6PU5f1BCXwq7YL7N_fDMpfzqWPl7nzk0/edit?usp=sharing


  • 4.  RE: Hey folks I'm done juggling the to-do tasks. If ta

    Posted 01-30-2015 09:42
    That's a good link but I also like your letter. I will include both if that is okay with you?


  • 5.  RE: Hey folks I'm done juggling the to-do tasks. If ta

    Posted 01-30-2015 09:43
    The link is only for vendor and publisher members as an FAQ because many of them are first timers and are used to going to Summit where they have to adhere to a lot of trade show rules.


  • 6.  RE: Hey folks I'm done juggling the to-do tasks. If ta

    Posted 01-30-2015 09:45
    That's who I was thinking of but thanks for the clarification.


  • 7.  RE: Hey folks I'm done juggling the to-do tasks. If ta

    Posted 01-30-2015 11:22
    Am I including the FAQ link for Mike and Deborah from Sage?


  • 8.  RE: Hey folks I'm done juggling the to-do tasks. If ta

    Posted 01-30-2015 11:41
    No but I would for the others (Acumatica and xTuple). Sage is just on an attendee ticket.


  • 9.  RE: Hey folks I'm done juggling the to-do tasks. If ta

    Posted 01-30-2015 13:21
    BTW, I see that Russ Graf signed up yesterday.


  • 10.  RE: Hey folks I'm done juggling the to-do tasks. If ta

    Posted 02-01-2015 20:23
    Yes as an attendee only. I thought we were moving admin discussions to BaseCamp? Can we pick one or the other ...


  • 11.  RE: Hey folks I'm done juggling the to-do tasks. If ta

    Posted 02-01-2015 20:36
    Wayne, what are the benefits of basecamp again - Every email post I read last week was SC worthy. I don't see the reason to move if the conversations are it.


  • 12.  RE: Hey folks I'm done juggling the to-do tasks. If ta

    Posted 02-01-2015 20:49
    I don't care which we use - let's use one or the other.


  • 13.  RE: Hey folks I'm done juggling the to-do tasks. If ta

    Posted 02-02-2015 04:52
    Stay here - I just need a place to organize vendor member info - logos, etc. so I will keep using it for that. Everyone do your own thing with whatever tool makes you the most comfortable.