[email protected]

Link to view meeting summary and transcript: https://www.notion.so/agencynearme/Rentwell-3534087b0f708001969ccdd35714800f?pvs=189#3534087b0f70806f94d3ce066a51ead9

Action Items

• [ ] Christina to connect Dan with Jake Williams and Beto for technical website discussions
• [ ] Christina to get email templates from Julius at Lead Simple
• [ ] Christina to delegate Google Analytics, Search Console, and Tag Manager access to Dan's team
• [ ] Christina to send Dan email about delegation process
• [ ] Amanda and Dan to watch YouTube videos on Lead Simple capabilities
• [ ] Amanda to remind Rob to introduce Dan & Amanda to Margo (potential 1031 exchange partner) at next Thursday's meeting

Platform Transition and Technical Infrastructure

• RentWell transitioning from HubSpot to Lead Simple CRM and WordPress website on May 27th
• Jake Williams is building the new WordPress site and will handle ongoing website updates, landing pages, and code implementation
• Beto available as backup for website backend work if Jake becomes overloaded
• Dan needs to connect with Jake and Beto regarding DNS, firewall, and bot traffic prevention for paid media campaigns
• Team already has HubSpot drip campaigns that Dan's team can access

Lead Simple CRM Setup and Pricing

• Pricing structure: $100/month minimum includes shared admin ($30) and one channel
• Additional users (like Otis and Rob as individual salespeople) are $30/month each
• Team decided on two channels: influencer channel and landlord channel