• V2MarketingToDo

V2 Marketing & Sales ToDo List

• V2Master

Hydro-2014 Conference Preparation

• Period	Who	Activity	Status
  25 Aug - 29 Aug	AH	Web Site: Final todo list (RB discussion)	open
  	AH	Demo: IS Hydro systems installed	done
  	AH	Trial System: Sebastian (send email), setup system	open
  	AH	Contacts: Axpo meeting reschedule	waiting
  	IS	Demo: PMS scenario #1, PoC for review	open
  	IS	Demo: Hydro scenarios #1, #2, PoC for review	open
  	IS	Contacts: Buy Process, checklist	open
  	IS	Contacts: Buy Process, Harald Schmitt	waiting
  	AH	Contacts: Schedule meeting: Hans-Martin Braun	open
  	AH	Contacts: Schedule meeting: Jonathan Dunn	open
  	AH	Web Site: updates from RB feedback	open
  	AH	Demo: JK5 Hydro system installed	open
  	AH	Demo: Work order for fixing import/export scripts	open
  	AH/IS	Hydro: Objective & plan	open
  1 Sep - 5 Sep	AH	Contacts: Buy process, names for 2 calls	open
  	AH/IS	Contacts: Buy process, make 2 introduction calls	open
  	IS	Contacts: Buy process, Joe Kaelin	open
  	IS	Contacts: Sebastian: meeting trial system & buy process	open
  	IS	Scenarios: All Hydro scenarios complete & screenshots	open
  	IS	Doc: User Quickstart Guide outline for review	open
  	TN	Demo: Fix import/export scripts	open
  	AH	Demo: Reload Hydro demo systems with complete data	open
  	AH	Web Site: ready for final review	open
  8 Sep - 12 Sep	AH	On holiday	n/a
  	IS	Contacts: Buy process, Robert Bartlett	open
  	IS	Doc: User Quickstart Guide draft	open
  	IS	IS ready for serious discussions with contacts	open
  15 Sep - 19 Sep	?	to be completed	open
  	AH	Web Site: Initial analytics implemented	open
  	AH	Demos: Hydro & PMS demos online	open
  	AH	Web Site: Final web site online	open
  22 Sep - 27 Sep	?	to be defined	open
  29 Sep - 3 Oct	?	to be defined	open
  6 Oct - 10 Oct	?	to be defined	open
  13 Oct - 15 Oct	?	to be defined	open

Unscheduled Activities

1. IS Learn all features of V2 system

2. AH Learn Google Analytics

3. AH/RB Decide what to do re: PMS Book (still possible to finish for Hydro?)

4. AH/IS Review price sheet

5. AH/IS Decide on trial system policy

6. AH/JK/IS decision on BTS conference (23-24 Sep, in London)

7. IS Get definitive office/mobile telephone number for business card

8. AH Order IS business cards

9. AH Prepare presentation for Hydro-2014

   1. Prepare draft of slide titles & bullet lists. Send to Andrew Wilson

   2. Schedule WebEx with Andrew Wilson

10. AH Enter business cards into tracking system

11. AH Follow-up hot leads:

    1. Mary McGrath

    2. Other?

12. AH Prepare work plan for WG3 Survey

13. AH Decision re: translation into Italian

14. Hydro material & final checklist:

    1. Email previous contacts
    2. Make payments
    3. Hotel reservation
    4. Business cards
    5. Print flyers
    6. Contact lists

IS Targets

1. Learn Works Organiser

   1. AH/IS sessions explaining system features and transactions

      1. Basic objects: Documents, Revisions, Tasks, Notes & Files

      2. System configuration: Folders, Org Chart, Object Types, Classification fields & schemes

      3. Users & Invitations

      4. Transmittals

      5. Unattached Notes & Files

      6. Dossiers

   2. Prepare Hydro & Demo scenarios

      1. Pass-1: Aim, Features Demonstrated, Overview

      2. Pass-2: Detailed Steps & Screenshots

   3. Prepare Quickstart Guides
      1. User Quickstart
      2. Admin Quickstart
   4. Prepare other marketing material based on demo scenarios

2. Learn Industry

   1. Read all conference papers: Highlight key points. Ask questions
   2. AH/IS discussions

3. Make Contacts (Get Outside the Building)

   1. Meetings with close contacts, initially with AH

   2. Calls to close contacts about the typical buy process

   3. Training & support of prospects with trial systems

   4. Survey calls?