1 / 14

We make it simple.

We make it simple. Fourth Pilot Partner Call September 18th, 2007; 2:00 PM CST. Goals of the call:. Incorporate pilot feedback on pricing, positioning, and packaging of the member/SEG education suite of products

buffy
Télécharger la présentation

We make it simple.

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. We make it simple. Fourth Pilot Partner Call September 18th, 2007; 2:00 PM CST

  2. Goals of the call: • Incorporate pilot feedback on pricing, positioning, and packaging of the member/SEG education suite of products • Work to finalize product positioning, pricing and select a few key partners to launch products • Establish criteria to select 3-4 credit unions to launch member/SEG education products in Q4 2007

  3. TODAY’S AGENDA: • Greetings and Introductions • QUICK recap of the last pilot call and follow up on the action items • Discussion of pilot partners feedback on pricing and packaging • Establish criteria to select 3-4 credit unions to launch member / SEG education products in Q4 2007 • Clarification of action items

  4. Greetings and Introductions • Welcome and greetings from the Educated Investor team • QUICK roll call of all attendees

  5. TODAY’S AGENDA: • Greetings and Introductions • QUICK recap of the last pilot call and follow up on the action items • Discussion of pilot partners feedback on pricing and packaging • Establish criteria to select 3-4 credit unions to launch member / SEG education products in Q4 2007 • Clarification of action items

  6. Recap from the third pilot call • Discussed important key features for the member education suite of products • Provided a demo of the features we have incorporated thus far  • Discussed how to get member/SEG input and ideas • Clarified product positioning, packaging, and pricing • Clarified the action items for next call

  7. Follow up on the action items from our third pilot calls • Send notes to pilot partner group by end of week • Kristi to follow up with volunteers to schedule one-on-one calls to discuss packaging, positioning, and pricing of the products • Ellen to send company profiles to pilot group members in PDF format for final details and changes • Follow up with pilot group to discuss getting members involved to get feedback on the configuration of the product

  8. TODAY’S AGENDA: • Greetings and Introductions • QUICK recap of the last pilot call and follow up on the action items • Discussion of pilot partners feedback on pricing and packaging • Establish criteria to select 3-4 credit unions to launch member / SEG education products in Q4 2007 • Clarification of action items

  9. Discussion of the pricing and packaging of the productsWhat are the results of the survey?

  10. TODAY’S AGENDA: • Greetings and Introductions • QUICK recap of the last pilot call and follow up on the action items • Discussion of pilot partners feedback on pricing and packaging • Establish criteria to select 3-4 credit unions to launch member / SEG education products in Q4 2007 • Clarification of action items

  11. Establish criteria to select 3-4 credit unions to launch member / SEG education products in Q4 2007 • Goals of the process • Expectations from credit union partners • Resources Educated Investor will provide • Establish criteria to select partners

  12. TODAY’S AGENDA: • Greetings and Introductions • QUICK recap of the last pilot call and follow up on the action items • Discussion of pilot partners feedback on pricing and packaging • Establish criteria to select 3-4 credit unions to launch member / SEG education products in Q4 2007 • Clarification of action items

  13. Clarification of Action Items • Send notes to pilot partner group by end of week • Scheduling additional (5th) call? What dates would work for all of you? • Schedule the one on one calls for the pricing • Precision Information to follow up with further details on what we will need from the key partners • Are we missing anything?

  14. Thank you!

More Related