Information Sharing GROUP Teleconference
Date and Time
- Date: Tuesday, 31 May 2011
- Time: 9am HST | noon PST | 3pm EST | 8pm UK
- Please join my meeting via GoToMeeting
- Join the conference call:
- Skype: +9900827042954214
- US Dial-In: +1-201-793-9022
- UK Dial-In: +44 (0) 8454018081
- Room Code: 2954214
- GoToMeeting ID: 844-771-298
Attendees
- Joe Andrieu
- Judi Clark
- Mary Hodder
- Iain Henderson
Apologies
- none
Agenda
- Attendance
- Approval of Prior Minutes & Other Motions
- Prior Action Item Review
- New Business
- Quarterly Reports
- Standard Information Sharing Agreement
- Action Item Review
Minutes
1. Attendance
We noted that x people on the call were voting members and that the group did not meet quorum on this call.
2. Motions
- Motion to approve minutes from April 19, also notes from April 26, and May 17 unanimously approved.
3. Prior Action Item Review
- Joe - follow up with Doc re: CRM + VRM conference
- Joe & Judi - follow microformats technique and document what's in the wild: how people are sharing info now - in progress
- Judi - transfer notes and spreadsheet from 1 May 2011 F2F meeting onto wiki for future reference (done)
- Iain - Colin Wallis conversation
- Iain - drill down into marketplace of CRM to make sure our agreement covers this
4. New Business
m
5. Quarterly Reports
m
6. Information Sharing Agreements
from Iain:
Three top level types of marketing
1) Above the Line marketing (i.e. no personal data required to drive the marketing, or specifically gathered by it)
- branding
- TV advertising
- posters etc
2) (Direct) Marketing to you in the context of a relationship
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
GIven the above, I then sub-divide both 2 and 3 as per below
a) (Marketing of) Existing products/ services from your portfolio I have specifically asked you to tell me about
b) (Marketing of) Existing products/ services from your portfolio I have not specifically asked you to tell me about
c) (Marketing of) New products/ services from your portfolio I have specifically asked you to tell me about
d) (Marketing of) New products/ services from your portfolio I have not specifically asked you to tell me about
e) (Marketing of) Existing products/ services from a partners portfolio I have specifically asked you to tell me about
f) (Marketing of) Existing products/ services from a partners portfolio I have not specifically asked you to tell me about
g) (Marketing of) New products/ services from a partners portfolio I have specifically asked you to tell me about
h) (Marketing of) New products/ services from a partners portfolio I have not specifically asked you to tell me about
i) Marketing seeking to trigger events or activities, for example:
- Renew a contract
- Refer a friend
j) Newsletters
- Market news
- organisation news
- non-selling product/ service information
7. Action Items Review
- Joe -
- Judi -
- Iain -
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
NOTE: Do not follow the code with a "#" symbol as it may cause the code not to be recognized.