August 20th, 2020

Attendees: Michael Mertz, Alan Ajzen, Michael Mertz, Brian Childs, Mark Hansen, Noah
Jacobson, Babak Hedayati, Brie Engelson, Michael Rosner, Owen Davis, Sahil Jain, Ping T,
Robert Winters, PL Soucy, Art Grigorian
Action ítems:
1. Alan to present SUP GTM Rollout on August 28th at conversations
2.
Agenda:

1. Wrap up last week's Goals and Pacing pres - Alan - 15 min

2. SUP GTM Rollout timelines - Alan - 30 min
3. Google Project Strategy - Bob - 45 min

Details:
Wrap up last week's Goals and Pacing pres

 Be able to capture feedback

 Users can set recurring pacing rules

 We do not have MRR builder here yet

 Sahil – RG 2.0 a new budget button was built
 What is the competition doing?
  Mike M – goal is to take this aspects of Goals and Pacing (budgeting model) to build a
tier product

SUP GTM Rollout timelines

New platform launch plan
New platform milestones

 September 17.2020: Soft Launch

o New platform experience will be given to all new prospects signing up on the
TapClicks website beginning on Sept 17
o CS will select between 5 and 15 existing customers to migrate to New Platform
to:
1. Test programmatic migration effectiveness
2. Understand retraining needs
3. Capture migration pain points
4. Identify customer types that will require white glove migration
 October 15.2020: Hard Launch
o Assuming the programmatic migration of customers goes off mostly without a
hitch, we will move forward with a hard launch that will continue to see new trials
on the New Platform experience and a larger migration of the customers that saw
the most success with automated migrations during the soft launch
o To assist with volume of new migrations, guides will be built into the migration
process for customers to familiarize themselves with the new experience without
consuming CS resources
o Guides will be built based off the learnings from the Soft Launch migrations
 November 19.2020: Mass Programmatic Migration
 o Assuming the programmatic migration of customers goes off mostly without a
hitch, we will migrate half of the remaining customers that are not specifically
identified by CS as white-glove migration customers
o Migration guides will be enhanced through qualitative, conversational feedback
with customers and quantitative feedback built directly into the migration flows
 December 17.2020: Complete Programmatic Migration
o Assuming the mass programmatic migration of customers goes off mostly without
a hitch AND that we decide that migrating customers in December, right before
holidays is acceptable, we will migrate the remaining customers that are not
specifically identified by CS as white-glove migration customers
o Migration guidelines will be enhanced through qualitative, conversational
feedback with customers and quantitative feedback built directly into the
migration flows to ensure the best experience
o Guides will be enhanced with the learnings from all prior migrations

 Babak – who is your marketing partner to give you what you need for the soft launch?
o We have some to make sure to meet the September deadline – there is a huge
team behind this
 Babak – send the content in presentation and spreadsheet to a wider group of
stakeholders at TapClicks
o Present at the conversations meeting before September launch
 In which release will be seen the final Zest release cycle?
o Alan – If we found out the plan works for us and the different teams, we can
move things around to see what the teams are required to do for the different
releases
 o October
 Does this include the transfer of reporting functions in the company? (Report Garden
and Megalytic)
o That is not currently part of the plan – goal is to transition over the existing Tap
Reporting revenue
 Alan to present this on August 28th at conversations

Google Project Strategy

 Current customers

 MOP customer Pipeline

 TapOrders competitors
o Mediaocean
o Operative
o Advendio
o Ad Sales Genius
 o Trello
o Salesforce
o Marketron
o Asana

SWOT ANALYSIS:
Strengths

Weaknesses
Opportunities

Threats
How can we grow Orders & Workflow revenue?

 Free Trial Offer

o Easy to deploy – Standardized forms and workflows
o Programmatic display, email, etc.
 Freemium – Order forms and integrations
o Revenue opportunities – bring net new business to Partners
o LinkedIn, Verizon, Telp
 Google opportunities
o RMF Certification
o Smart Campaigns / Recommendations API / Buyer Portal Co-Marketing
 Facebook Commerce API Beta
 Stellar – Next Generation Orders & Workflow
o Truly integrated - SUP

How can we convert existing reporting & Analytics accounts to MOP?

Key Requirement: Easy to use and easy to implement

 Order and Product from templates

o Programmatic display, email, etc.
 Standard workflows and tasks
o Complete order, fulfill order
o Best practice workflows based on our experience
 Enhanced notification
o In-app, email
 In-app tour

Google Opportunities

 They are looking to bring net new advertisers to the Google product
 Google RMF certification

 Google Recommendations API

 Google Smart Campaigns

 Target Retailers