Zoom Meeting with Pro Engineering – July 15, 2024

Josh Ramsey

So part of what needs to happen is whenever I click on one of these leads that are one We’re seeing that there was an opportunity source and here’s PEC.

Josh Ramsey

So that is showing the opportunity source Trish is maybe going in and updating some of these which she is Trish Came on you.

Josh Ramsey

I’m trying to give an example and Trish goes in and starts updating things. So here’s a good example opportunity source Inner source.

Josh Ramsey

This is not being filled out. So Jimmy the first question is is there a to add a dropdown so that we have a tag on it.

Josh Ramsey

We have direct email to Rameen, but I don’t know that that’s going to be a good tag. If there’s a way to maybe set another tag in here, and maybe this is where you’re going to tell us to do it, Jimmy, then that’s fine.

Josh Ramsey

And then we just add tags here rather than source. But Jimmy, that Jimmy, Ricky, whoever’s going to be working on this, that needs to be added to the dashboard.

Josh Ramsey

So that inside the dashboard, we can see what the opportunity status is, the funnel, and what’s closing. So we need to be able to see in here the sales actions of Avatar Tracker.

Josh Ramsey

We had two, this is the value, this is open, one lost. So the Avatar Tracker is going to tell Rameen, it’s going to tell you and I that we had two leads over the month here, the last 30 days, we had two leads, the value was 9500, total value, and we’ve closed two of them.

Josh Ramsey

But then we can scroll down and see PEC 14. 15, we won five there, nine open, there’s zero loss, but this percentage remain, we can go back and look at the spend on each because the avatar tracker, if this is accurate data, then then remain the answer is we need to spend more on the avatar tracker.

Josh Ramsey

The truth is we don’t have to spend more, but the answer is we need to make sure that we’re spending that.

Josh Ramsey

Taming it on a side note, if you’ll double check and see if that’s running and if we’re billing for it, I don’t know if we stopped billing on it or if were that set, so separately Taming it back with me on that.

Josh Ramsey

But right here, know, the Bay Area Contacts form, you know, that’s going to be SEO, so we can start to track SEO and what we’re getting and then remain, you asked the question about getting AdWords set up, it is set up, it is tracking there.

Josh Ramsey

Jimmy, if you’ll double check or Ricky, double check the attribution report and let’s see if this is running or if we can click.

Josh Ramsey

That. Revenue close, opportunities won, total leads. So this would be good, Rameen, for you to see as well. can track it by the day.

Josh Ramsey

First contribution here is where you can track that information. But Jimmy, if you’ll make sure that that’s tracked as well.

Josh Ramsey

Here’s organic search. looks like we’re getting page visited. Jimmy, maybe you and I do a quick meeting on this to track.

Josh Ramsey

Right here, it’s telling us that Google came in, organic search, being Google and so forth. So we we should be able to export this probably and get it, but 202 leads.

Josh Ramsey

Then what was the next part that we were going to talk about everybody? Someone remind me? I guess that was it.

Ramin Parsi

I think that was it.

Josh Ramsey

Okay. So Jimmy and Ricky only need to listen to the first part of this meeting, Tammy, at this point, I’ll highlight if there’s anything else but they can, you can tell in the benchmark just the first couple of minutes of the meeting here.

Josh Ramsey

So for everybody just to kind of be on the same page, when we’re tracking this we want to be able to see it and hopefully maybe this reporting and the attribution reporting will tell us what’s happening, what we’re getting from what this is the ads, here’s attribution, and then we can start spending more on the things that are working and going there.

Josh Ramsey

The next thing that I remember we were going to talk about were the KPIs. So I think there’s been some internal conversation back and forth on what KPIs do we need to set, what are they going to look like, how do we make them work and so forth.

Josh Ramsey

And to me, this was the next thing that I did miss, Jimmy, so I’ll highlight that. Jimmy, we’re trying to figure out, for you and I to discuss a way we’re

Josh Ramsey

We can add this, it’s in the sales pipeline, but if we can set up the sales pipeline to know more information, I’m sorry, not more information, we’re going to set up the sales pipeline so that if they get a quote, we can maybe add it to the calendar.

Josh Ramsey

So when we go here, we close it. Maybe we either set this up internally automatically, but we set up a calendar or a note within each and maybe there’s just a typical protocol where it’s not automated.

Josh Ramsey

But this is one of the things Ryan and Trish for you to be able to do is when you know that you have one of these to set something on the calendar so you can go in here and add an appointment and with that appointment, you can set the calendar.

Josh Ramsey

Well, there’s no calendar sets, you’ll need to set the calendars up and then you can have the meeting or appointment time.

Josh Ramsey

You can set it for yourself. You can also do a task for yourself and say then loom and then description talk about some type of service that applies to their project.

Josh Ramsey

Then assign to and then I’m going to assign it to one of our guys and then due date I’m going to set it for tomorrow he may get some random email but that’s fine.

Josh Ramsey

I’m just going to call it. And then I’m going to add that task. So then that task goes into the task list and within that task list now we know you know what we’re getting there of this person needs to have the task then what that would do Ryan and Trish is you would have a task and within that task remains able to see

Josh Ramsey

What you’ve done. So then what you happen is you go back to dashboard and then from this dashboard you can see tasks.

Josh Ramsey

So if you did these tasks I could see completed tasks and I can look at Ryan and then Ryan if you have done follow-up calls.

Josh Ramsey

So Rameen this is also for you that we kind of talked about before but to go back and reconfirm you can look at the dates.

Josh Ramsey

So you have to change the dates up here but Ryan if you’re going in or Trish if you’re going in and you’re creating a task and then completing that task it lets Rameen know what you’re executing on and what’s getting done.

Josh Ramsey

So I think this becomes one of those KPIs that I’ve spoken with Ryan and Rameen separately on of what is it that allows the CEO to know what someone’s doing and it allows the sales rep to be able to

Josh Ramsey

communicate to the CEO. Hey, I’m doing everything I can. My pipeline is full, but I can’t push them to the end because they’re just waiting on someone else.

Josh Ramsey

Well, Rameen, you could go in here and see that the contact is Karen. And then you should be able to click on this somewhere.

Josh Ramsey

There you go. And you could see the notes over here. If Ryan adds notes, Ryan, this should be done anyway, where you add a note.

Josh Ramsey

So here’s an outbound call. Rameen, you could listen to that call if you wanted to spot check what he’s doing.

Josh Ramsey

But Ryan and these notes, I would come in here and then write whatever it is. And when you write that in here on the note, then Rameen wants to look at something.

Josh Ramsey

He can by going in here and seeing that you wrote a note. And here’s the date. And here’s the content of it.

Josh Ramsey

So call and they said that they’re still waiting. Boom, there’s your note. Then you already done the task. You set your task, you’ve completed your task, and you added a note.

Josh Ramsey

And then Ramin, if you want a different KPI, then you would need to either communicate that to the team or to me or however you want to do it.

Josh Ramsey

But then in the sales side of things, that would allow everybody to communicate, hey, this is what I’m working on.

Josh Ramsey

This is what I’ve done. And then again, you go back just one more time to show it. Ramin, you go back to the dashboard.

Josh Ramsey

If the team is loading in tasks and you choose, all users completed date, you can change the date, however you want to do it.

Josh Ramsey

And you can see Ryan, Ryan, So basically Trish has only done one thing in the last 30 days. The job, Trish, did one thing.

Josh Ramsey

I’m kidding, by the way.

Trish Edora

So,

Josh Ramsey

But that that allows you to be able to see, you know, what’s completed, you know, here’s what’s pending. So then remain you would be able to look at this.

Josh Ramsey

So rather than having a sales meeting necessarily remain, you can see, you know, hey, Ryan, you’re overdue on this.

Josh Ramsey

Hey, Ryan, you know, you, you’ve done it, you know, do today. So Trish needs to do something today. Him, it has something tomorrow.

Josh Ramsey

You know, are all pending and then you could just show all. So that part can be done internally. And that was another thing that we had all kind of briefly discussed.

Josh Ramsey

So, Rami.

Ramin Parsi

Perfect. Yeah. Yeah, Josh. think that’s that covers it. mean, if I guess two parts, our team has to follow.

Josh Ramsey

And then we need Jimmy’s help to set up the. missing workflows but otherwise yeah.

Josh Ramsey

Think but I think on the missing workflows we’ll look into that but I don’t know that we’re going to be able to do that because each client’s going to want something different.

Josh Ramsey

So I think it’s going to be more about saying a calendar up or Ryan and Trish and or doing tasks.

Josh Ramsey

If you have a calendar set then you can look at your calendar and know what’s upcoming and what’s getting done or you can go in and do it by tasks.

Josh Ramsey

So if you’re already in there again this becomes Ryan and Trish can remain the three of you talking but Ryan and Trish if I’m if I’m in charge which I’m not but if I was I would say what’s easier and then evaluate what’s easier for you and what’s it going to look like and then confirm the KPI off of what’s easier.

Josh Ramsey

Is it easier to set a calendar that you can add to your phone and your desktop and then you can see it connect and you can see what needs to be done and as you get it done remain can go back and look at your calendar or is it task-based.

Josh Ramsey

You enter in the note you’re contacting the person and you see what’s happening. We’ve done it to the current level of opportunities where we can see these opportunities, but changing the source is gonna help on the attribution.

Josh Ramsey

But working on proposals, sales qualifying, what’s moving along, and with the timeline, this is where if I’m in charge, I would go in and say, okay, randomly I’m gonna spot check elkwood.

Josh Ramsey

Okay, what’s the source? There’s no source. Who owns it? Ryan. And then I go right here, tasks. Okay, Ryan, if you task, follow up again, June 27th.

Josh Ramsey

Okay, so I’m gonna randomly check this. And again, I’m not trying to throw anyone under the bus here, but I’m just randomly doing it.

Josh Ramsey

I would say, June 13th, 27th. Ryan, what’s going on? This is under sales pipeline. What’s happening? And then remaining, the other way you can do this is that you can add a filter in here, advance filters, and you can do it.

Josh Ramsey

By owner and you can click on Trish and then apply. And then on that filter, you can see she has five opportunities.

Josh Ramsey

She has 31 opportunities and 134,000. She has 46 proposals sent. So now you can look at that and say, okay, what do we, you know, what am I getting?

Josh Ramsey

What is she working on? You can even set, you know, campaign type, last stage, created on, updated. this, this gives you a lot of information to be able to track on the filters.

Josh Ramsey

The date is in here somewhere. I don’t remember exactly how to do the date. Tammy, if you’ll also ask Jimmy, Jimmy, you can tell us how to pull the date on this, we’re looking at opportunities and I did advance filters.

Josh Ramsey

This is date created There’s only five if there’s an advanced filter Jimmy to be able to see The date Because it says created on but if I want to look at say the month of June And I want to see what’s happening on the June.

Josh Ramsey

I don’t know if we can do that or not But there is a way to do that, but again, that’s the sales pipeline You know, here’s your e-book past customer leads via avatar Looks like So I have to go back in here advanced filters and I have to trash that filter And then close that so it looks like avatars are shut off.

Josh Ramsey

That’s probably what Tammy’s gonna come back and tell me potentially 200 opportunities Don’t know why it says to I it’s 200 opportunity total, but it looks like we’ve gotten rid of all the avatars here.

Josh Ramsey

So if the avatars were closing and we did close two of them, we’re only paying at that point. We’re paying $125 per close.

Josh Ramsey

So the answer is Ryan or Rameen, if that’s what it was when we close two avatars, we need to be pounding those avatars.

Josh Ramsey

So those are people looking for us that found us and we spent money accumulated as a whole to generate those visitors.

Josh Ramsey

Now we know the names of those visitors, we need to be calling those visitors. So whoever is going to pick that up in the company, that needs to be picked up if that happens, right?

Josh Ramsey

That’s that next level. Same thing with SEO, we spend more on SEO if we’re getting business from it. AdWords, we spend more on different inside the company of Legion.

Josh Ramsey

And sales. So that’s all I have for today other than we’re just kind of letting a few things flow right now, but we need to track this better.

Josh Ramsey

So Ryan and Trish, you may need to go back and pull. Looks like we lost Rameen. Trish and Ryan, you need to probably go back and update some of this information so that I can take a look at it with Rameen and make decisions on new sales.

Josh Ramsey

Our new opportunities and marketing is good.

Trish Edora

I do have one, I think it’s on the opportunity, you know how we have duplicate opportunities. I’ll probably take it up with Jimmy, but then when we add or at least from my experience when I add tasks and it’s the same name or opportunity or contact name, it’ll have the same task for every opportunity under that same point.

Trish Edora

So I’ll probably just ask him so then we won’t have relapse for the tasks.

Josh Ramsey

Okay.

Trish Edora

Yep.

Josh Ramsey

Ryan anything for me?

Ryan Labus

I’m really, I can think of it then I’ll just send an email.

Josh Ramsey

Okay. All right, all right. Well, that’s it for today. And I’ll let me go have anything else.

Ryan Labus

Then we will catch up late.

Josh Ramsey

Oh. All right, thanks guys.