From: TEAM MEMBER
Subject: Client information for next week in my absence
Hi everyone!
Thank you so much for taking care of these clients while I enjoy some family and beach time next week! Below is a rundown of all that is going on with my clients and what you need to know going into the meeting. I will be prepping all agendas today and sending them to all of the clients so you don’t have to worry with sending that! Each agenda item will have a description of what needs to be discussed and links if I have them at this point so be sure to reference that before the meeting.
- Meals by Grace: NO MEETING NEXT WEEK. Usually we would have this meeting at 3:30ET on Tuesdays, but with Suellen being out of town next week and changing the meeting time for future meetings, we will not be meeting on 6/15/21. We will reconvene June 22 at 11am ET. The calendar reflects all of this! Below are items to follow up on this week:
- A Klenty email will start sending on Monday 6/14. We need to just make sure this is going out properly and monitoring replies. The inbox is already set up to forward to Suellen’s main email account, but I always like to make sure she is seeing replies and we are checking for any issues. Ashley is heading this up so she can be your contact person if there are any issues.
- SOCIAL MEDIA: I have social media scheduled out for this week, so periodically go to the MbG page to make sure you see regular posts. If more that 2 days go by without a post then we have an issue.
- Everything else for them should be running smoothly. I will cc you on my updates to MbG before I leave so you can see any relevant replies. 😊
- Snowbird Wilderness Outfitters: @Haley Davenport : Accordus is ready to prep and guide this call! This will be her first time leading a call so @Shae Hinson : Accordus will obviously be there as well to help! I will put all descriptions of what to talk about in the meeting agenda and @Haley Davenport : Accordus you know you can reach out to me with any questions at all! Below are points to keep up with this week. They are mostly print projects:
- RED OAK NOTECARDS: Abbey is creating drafts of Red Oak notecards in the print projects folder and we want to get the design approved by Hank during this meeting. She should be finished with this by Monday or Tuesday. Follow up if not!
- SWO BOOKLET: Hank sent new photos to be added so we want to go over this during the call to make sure that we got all the photos where he intended. Abbey should also be finished with this by Monday or Tuesday in order to go over it in the meeting.
- MERCH BOX UPDATE: We are still waiting on Alex to get back with us on what the final box sizing will be and the quote. I would love to let hank know about this before the meeting, so keep following up with Alex in the Print Projects list if you haven’t heard from her by Monday.
- SWO NOTECARDS: The quote has been approved by Hank so next step is Alex getting us the tracking number. Follow up with her Monday in TW under the task if you haven’t heard from her.
- Haley see my separate email for specific how to’s and instructions. 😉
- The Joshua Foundation: @Haley Davenport : Accordus is also feeling confident to lead this meeting with @Anne Raway : Accordus’s support as needed during the call! Below are points to cover:
- BLOG POST: We have a new blog post up on their website in drafts, and I want to go over this in the call. Just read the main points in the blog, and make sure they like the graphics. If it is good to go, you can publish this Haley, and you will see a video how to do that under the task in the touchbase meeting. 😊
- REVIEW SUMMER EMAIL: This should be ready to go from Ashley for this call. If it is done before the call, go ahead and send it to them for review and let them know we will also go over this in the meeting. Make sure they like the graphics and photos and assign revisions after the call as needed to Ashley!
- SAYINGS FOR T SHIRT: Go over potential phrases from Jennifer for branded T-shirts. Follow up with her Tuesday to make sure she can get this to you by Thursday.
- KAYAKING TRIP MERCH: Go over the mockups from Marylou. You’ll find these in the marketing folder and she should email you when she has them done. Any that they like ask her to prep print ready files and let Alex know their choices under the task in print projects.
- Maji Safi Group: @Anne Raway : Accordus I’m pretty sure you will be the one leading this one! There are SO many graphics projects going right now and Adrienne is working on all of them, If you don’t hear from her by Tuesday I would check in and see which ones she has ready for review. I cc’d you on the email to her with the projects in priority order. Here’s a list of them:
- BINGO Day of the African Child social media tile: This needs to be given to Bruce as soon as she finishes preferably on Monday! She will let you know when it is done!
- DAY OF ARICAN CHILD EMAIL: We are currently waiting on a link to a youtube video Bruce is supposed to be loading that he wants in this email. When we get that from him, we need to get Ashley to add it to the email. Adrienne is also working on editing the second graphic. She will put together a few options and then we can instruct her to load all of them into mailchimp so Bruce and Erna can pick their favorite. These have to be in mailchimp by end of the day Monday or Tuesday Morning.
- ANNUAL REPORT: She is working on changes for this and will let you know when it is done, or when she thinks she will have it done. We also have our team pulling numbers for this out of the 990 so I have this task flagged for your review Anne!
- TRIFOLD: She is working on changes for this and we should have these done by the meeting to finish it out.
- QUICKCARD: She is working on changes here and our next steps are to get this ready for printing (we use MSG’s printer. Send them the file through this link and put in Erna’s contact info in needed).
All of these things are what should get you through the week! So so thankful for you all!
TEAM MEMBER
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