CRX CE Team Meeting

Review CRX Prospects List

Markisa

• Team updated the list and contacts for next steps

CRX Presentation Formats
I suggest in these early stages of CE outreach, we not group agencies. I suggest we keep them 1:1 so as to learn what works and what does not, which in turn will enable for smaller changes and impact rather than larger changes and impacts. It will also enable for a somewhat customized presentation specific to the agency, vs. trying a one-size-fits-all model this early on. I think we’ll start to see patterns of groups (agency size, sector, leadership styles etc.), which can then enable for possibly grouping.

All

• Agreed, will move forward

Partnership development is the key focus; not upselling. We should consistently pitch it that way.

Bryan

• BB look at slides to see if edits necessary to change the tone (partnering vs. upselling)

Apply COVID related pivots to the presentation.

Goals – save resources for a non-profit agency especially during this time when social services are very much needed and there is limited to no coordination. The goal is for  an agency to see that this will actually save them time and money, vs. “yet another project I have to implement”.

All

• Review the slide to confirm this has been communicated

If meeting w/ CEO – I suggest including me for 10 mins of the presentation – so it appears to be a peer to peer conversation.

If senior leadership is involved, we should try and get handoff to someone else at the end of meeting 1, who can actually implement and will see direct benefit in day-to-day operations soon

All

• Agreed, move forward

Identify what changes need to be made to the PPTX and make them.

All

• Yes

Setup a mock presentation pitch at the next CRX meeting for feedback. Can we setup a simple feedback form that we can share w/ the CRX team to send their feedback?

All

• Will schedule for 8/27 Bi-weekly CRX meeting (BB get w/BG on agenda - 30 min prez/15 Q & A).