Meeting Agenda 04.06.2025

Kruziikrel13 commented

2025-06-03 12:42:54 +10:00

(Migrated from github.com)

Connecteam Feedback

Any feedback they have brought up with Leona?
How is Leona finding it?

Onboarding Costs

How much does Connecteam onboarding cost?
- Hourly Figure?
- It could be possible to pay for a couple hours and spread them over a week?
  - Would this be enough time to train?

Feedback Channel

We will open a feedback channel for the Claymore Thistle team to provide us feedback
- They can message us from within Connecteam
- Connecteam Forms, with questions such as the below;
  - What is difficult to use in Connecteam
  - How does it compare to previous workflow? (Before they were using Connecteam)
    - Improvement?
    - Regression?

Course Modules

We as admins can / need to publish Connecteam Training Material in order for the Claymore Thistle team to see the material and be able to use it.
Encourage them to use it, refer them to sections of the course material.
Current usage of Job lists is unsustainable and they will eventually end up with a massive list
- In addition, job lists are immutable and they cannot assign many additional attributes to it, such as client type, company, etc.
  - We are in the process of writing a migration document to explain a workflow that solves their needs more closely.
  - How to structure jobs, branches, how to filter by client etc.
  - We will upload it to the connecteam knowledge base for everybody to view.
- Should be prepared for them to change their current connecteam workflow dramatically when we come back next semester.

Middleware

Data Flow Diagram (From GHL -> Middleware -> Connecteam)

Dashboard Prototype

Important

Dashboard Screenshots Here

KPI's she wants to see
- Get feedback on what she wants, how board looks?
Job Structures Leona sent through in Email
- Does she want us to implement those?
- Wants her team to use those?
Will she continue to use their existing job structures?

### Connecteam Feedback - Any feedback they have brought up with Leona? - How is Leona finding it? #### Onboarding Costs - How much does Connecteam onboarding cost? - Hourly Figure? - It could be possible to pay for a couple hours and spread them over a week? - Would this be enough time to train? #### Feedback Channel - We will open a feedback channel for the Claymore Thistle team to provide us feedback - They can message us from within Connecteam - Connecteam Forms, with questions such as the below; - What is difficult to use in Connecteam - How does it compare to previous workflow? (Before they were using Connecteam) - Improvement? - Regression? ### Course Modules - We as admins can / need to publish Connecteam Training Material in order for the Claymore Thistle team to see the material and be able to use it. - Encourage them to use it, refer them to sections of the course material. - Current usage of Job lists is unsustainable and they will eventually end up with a massive list - In addition, job lists are immutable and they cannot assign many additional attributes to it, such as client type, company, etc. - We are in the process of writing a migration document to explain a workflow that solves their needs more closely. - How to structure jobs, branches, how to filter by client etc. - We will upload it to the connecteam knowledge base for everybody to view. - Should be prepared for them to change their current connecteam workflow dramatically when we come back next semester. ___ ### Middleware - Data Flow Diagram (From GHL -> Middleware -> Connecteam) ![Image](https://github.com/user-attachments/assets/4c600ba5-c4f0-438b-a1b0-04d932a4c3c6) #### Dashboard Prototype > [!IMPORTANT] > Dashboard Screenshots Here - KPI's she wants to see - Get feedback on what she wants, how board looks? - Job Structures Leona sent through in Email - Does she want us to implement those? - Wants her team to use those? - Will she continue to use their existing job structures?

Kruziikrel13 commented

2025-06-04 14:45:48 +10:00

(Migrated from github.com)

Dashboard Stats / KPI's

Depends who can see the dashboard...

Role based access, Leona may want to see certain dashboard stats, but doesn't want employees to see it.
Dashboard could just be for Leona and any other people she deems necessary to access it.-
Logged vs Quoted Hours, input field for quoted hours? Can be automated?
She will have a think about what she wants on the dashboard.
- dashboard.claymorethistle.com / clan.claymorethistle.com
  portal.claymorethistle.com is not in use, was intended for relocation clients

Job structures she sent us, wants us to implement them? Ideally we will. Migration doc
Need to be able to do mailouts better

Connecteam, both require expert plan for connecteam operations.
Destination Address
From Address

On advanced plan currently, double that for expert plan ($99)

Hold off on job types, let Leona think on that as well.

CTeam onboarding was approx 50 US an hour

Favum

Xero should be able to give reports

Dashboard, Private vs Corporate vs Senior

Discussed "Jobs" drop down and splitting to seperate client field.,
Asked which KPIs for the dashboard, depends on whether dashboard can have role based views.,
Leona to get back to us what is wanted on the dashboard.,
Access to be on website maybe? Domain to be determined.,
Portal is not is use possibly? Might be able to be reused?,
Activities could come in handy for checks, not actively looked at, more after the fact.,
Regarding job structures, depends on what is needed, Leona did look at updating tags from Excel to GHL, dependent on workflow? Also, how easy is it to correct exisitng workflows?,
Could add destination and source, in GHL moving from and moving to.,
Possible upgrade to expert tier from advanced, more customisation, from $49 USD to $99 USD.,
Opening a feedback channel on Connecteam for employees.,
Don't change the job types yet, wait for Leona.,
Connecteam possible quote $50 USD per hour, pending hours estimated.,
Regarding training modules within Connecteam, can be approved, run through Leona for internal communication and onboarding.

Also let Leona decide what is in dashboard and what is in Xero, Leona talking to accountants first.

## Dashboard Stats / KPI's Depends who can see the dashboard... - Role based access, Leona may want to see certain dashboard stats, but doesn't want employees to see it. - Dashboard could just be for Leona and any other people she deems necessary to access it.- - Logged vs Quoted Hours, input field for quoted hours? Can be automated? - She will have a think about what she wants on the dashboard. - dashboard.claymorethistle.com / clan.claymorethistle.com portal.claymorethistle.com is not in use, was intended for relocation clients Job structures she sent us, wants us to implement them? Ideally we will. Migration doc Need to be able to do mailouts better Connecteam, both require expert plan for connecteam operations. Destination Address From Address On advanced plan currently, double that for expert plan ($99) Hold off on job types, let Leona think on that as well. CTeam onboarding was approx 50 US an hour ___ Favum Xero should be able to give reports Dashboard, Private vs Corporate vs Senior ___ Discussed "Jobs" drop down and splitting to seperate client field., Asked which KPIs for the dashboard, depends on whether dashboard can have role based views., Leona to get back to us what is wanted on the dashboard., Access to be on website maybe? Domain to be determined., Portal is not is use possibly? Might be able to be reused?, Activities could come in handy for checks, not actively looked at, more after the fact., Regarding job structures, depends on what is needed, Leona did look at updating tags from Excel to GHL, dependent on workflow? Also, how easy is it to correct exisitng workflows?, Could add destination and source, in GHL moving from and moving to., Possible upgrade to expert tier from advanced, more customisation, from $49 USD to $99 USD., Opening a feedback channel on Connecteam for employees., Don't change the job types yet, wait for Leona., Connecteam possible quote $50 USD per hour, pending hours estimated., Regarding training modules within Connecteam, can be approved, run through Leona for internal communication and onboarding. ___ Also let Leona decide what is in dashboard and what is in Xero, Leona talking to accountants first.

Kruziikrel13 commented

2025-06-04 14:51:17 +10:00

(Migrated from github.com)

Load internal training videos internally on CTeam as well.

Kruziikrel13 commented

2025-06-04 15:01:06 +10:00

(Migrated from github.com)

Need to summarise the above and send to Leona @student101010101 @Kruziikrel13

Kruziikrel13 commented

2025-06-14 13:21:31 +10:00

(Migrated from github.com)

This was completed when we had meeting. On 04/06

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Meeting Agenda 04.06.2025 #127

Connecteam Feedback

Onboarding Costs

Feedback Channel

Course Modules

Middleware

Dashboard Prototype

Dashboard Stats / KPI's