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  • Iain - Colin Wallis conversation - general Kantara leadership stuff. No follow-up required.
  • Iain - drill down into marketplace of CRM to make sure our agreement covers this

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1) Above the Line marketing (i.e. no personal data required to drive the marketing, or specifically gathered by it) - placeholder, not much we can/should do, e.g., blimps flying overhead - anonymous, no contextualization; advertiser is using space and time only. No clear/accurate estimate of audience.

  • branding
  • TV advertising
  • posters etc.

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3) (Direct) Marketing to you without the context of a relationship (i.e. there is no relationship current or past, or the details are not being factored into the communication), i.e. Prospecting - soliciting a response an interaction or transaction

(Direct marketing is something that touches an individual's PII. For merchants who pay for an ad, they may not know the recipient's PII.

GIven Given the above, I then sub-divide both 2 and 3 as per below

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e) (Marketing of) Existing products/ services from a partners portfolio I have specifically asked you to  tell me about - data sharing

f) (Marketing of) Existing products/ services from a partners portfolio I have not specifically asked you to  tell me about

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- Renew a contract
- Refer a friend

j) Newsletters

- brand advertising customized or personalized to someone

- Market news
- organisation news
- non-selling product/ service information

Joe reviewed Google Docs mapping work, discussion about how to overlay Iain's list (above) with mapping.

7. Action Items Review
  • Joe - quarterly report for Q1
  • Joe: Follow up with Doc re: VRM + CRM
  • Judi - update quorum (7 not 6) on participant roster, add Doc to in-person + no motions ,Iain - done

Next Regular Meeting

TUESDAY 7 June 2011 - 90 minutes
9am Hawaii, noon Pacific Daylight, 3pm EDT, 8pm UK Daylight
Skype: +9900827042954214
US Dial-In: +1-201-793-9022
UK Dial-In: +44 (0) 8454018081
Room Code: 2954214

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