Please enable JavaScript.
Coggle requires JavaScript to display documents.
Themes and Missions (Communication / To Do / Calendar (Scott: How can we…
Themes and Missions
-
Knowing our Customers
-
Luke: We should be the trusted advisor - What is the optimal path? This is sitting around the data we have. Furgeson was really interested in what stage of the build builders are in
Scott: We really struggled with purchase orders because it was setup the right way but it was a big business transition. Getting them into a purchase orders.
-
-
Onboarding
Trusted Advisor: They give you a quick survey -- what are your investment goals. Here's your asset allocation. How can we steal that concept?
-
-
-
-
-
-
-
-
-