This text is filler - disregard.
Updated: 3.13.26 - Well as life does, things are in flux for us….and it seems it might be that way for you two as well.
Accordingly, I am putting together a short section today and will be reaching out later this afternoon or evening.
I have sent each of you individual links with unique passwords for each of you. Please review these and when you have the time let me know your thoughts.
Right now its clear that we need to do a “reality check” to determine how we can proceed. So please take a look and respond as soon as you can.
The most important thing to me is that each of you know that I have really appreciated the interaction up to this point and the positive thoughts and offerings that each of you have made. Thank you!
At the same time, please do not be uncomfortable for a moment if you feel that if you really aren’t able to proceed with the program at this time. Totally understand! You all have full time jobs and that’s a lot all by itself. And each of you have side hustles (Terry and Logan) or other businesses that you are launching (Wednesday) and that is an important consideration.
As you know I have a full time, well a lot more than full time, job with the government that I am strongly considering leaving. At the same time we have 4 different business operations that we are considering - not including Loyalty123. So, this week is my cut it down to one primary and a supporting secondary and make stuff happen.
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If proceeding with Loyalty123 is realistic then please read all the way through to the bottom of this page.
Further zooms or other meetings:
No more zooms for now.
Terry and Logan, I expect that you will be headed to St. Louis this weekend for your whatnot program.
Very interesting! When I was talking with Logan she mentioned inventory transport. Just want you to know that we are considering updating our hauling capability in you might want to work with us check out these links hauling and Amish.
Table of Contents Links:
The following links will be created as soon as time permits.
To Do - stuff to do with priority levels.
Domains - listing of options and discussion.
Graphics describing our products and services area to post images and concepts for all of us to review.
Research - please take a quick look through to see if anything might be of value to our program development.
Clients who are we going to provide services to?
Restaurants - a list that we are looking at specifically and intend to transition into clients - primary focus is restaurants who we are partnering with for evaluation and proof of capability. They get services for little or nothing to start in return for working with us on program development and then they are featured in our testimonials at full program launch.
Restaurant research - area and specific - evaluation process and going to the restaurants not to meet with owners, but to evaluate the customer experience, service and operations. At least one per week. Lunch & Dinner focus. Wednesday and I were able to go to Ford’s Garage in Noblesville on Tuesday,
Event research - Ruoff, etc.
Small business research - what small businesses could really benefit from our services?
Social - linked in, YouTube, instagram, facebook - all need to be rolled out as soon as we have decided on the individual name(s) and domains.
Image, video, graphic creation for website - showing, describing and demonstrating program operations.
Image, video, graphic creation for products for individual restaurants
Image, video, graphic creation for outbound marketing
Creating card creation for outbound marketing and client retention
Individual video message creation software - loom, vidyard, bombbom, etc.
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FUB - training and information
YouTube - training and information videos
LiveHelpNow - training and information
Squarespace -training and information
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Promotion program 1:
Restaurant allows us to put place laminated cards (or other items) on each table, that give information to the customer on how they can register for the “Weekly Special Offers.” They go to a landing page like thisEl Toro where they register and would be sent a text with their Weekly Special # (The system is self correcting because if they dont provide a valid number, they won’t receive their Weekly Special #). The information “card” would provide a QR code that takes them directly to the page where they can put in the information. Click here for a rough example: El Toro. Or they could text 317 622 2400 with the message El Toro and they would receive confirmation number that will serve as their Weekly Special#.
Then each week they would receive the Weekly Special text. When they receive the text it will have a sponsor and have a note that they can forward to friends who would then be able to register for the Weekly Special. They go through the same process and get the # texted to them. The system is self correcting because if they dont provide a valid number, they won’t receive their Weekly Special #.
Promotion Program 2:
This program includes all of the above with the addition of providing an online chat/text capability where the customers would be able to text messages requesting specific services or information real time while at the restaurant. Of course they could text with questions or requests for take out, digital menu, catering, etc..
Promotion Program 3:
Includes all of the above and incorporates a direct mailing program to the local community with specifically targeted residences, apartments, and businesses in the area with specially selected demographics that best fit the most appropriate potential patrons. Post cards and greeting cards could be sent. The Greeting Cards would include a detached promotion QR code. Both the post cards and greeting cards would include QR codes and text numbers for registration/communication, etc.
These programs are primarily designed for individually owned establishments.
Larger restaurant groups, franchises, chains, etc.
The process could include everything above, but the focus would be providing highly capable realtime communications that would allow for patrons identifying their specific table/seat and being able to order drinks, food, etc. real time in addition to or in lieu of a server.
Given our realtime live chat/text capability that is highly encrypted and very secure, it would be possible for us to process payment services. Something I think you will all agree we should look at real hard.
Consider, texting a real person, getting a link to a page where you can securely put your credit information and then every time you come to the restaurant, you receive a link that take you to your digital bill, you select a tip and click to approve. Your receipt is then texted to you or should you prefer it can be emailed to you, if you have provided that information.
There is an obvious benefit with this program that you can serve customers better. I think the most important component however is the fact that you can address issues before they developed to a point where your customer is upset. It also creates an opportunity for management to step in if things aren't going well for a particular customer or group of customers.
I just recently read that even Bill Gates recognized that some of the best ways to fix your business is to really focus on customer complaints. It's certainly reasonable to conclude that focusing on people who are unhappy should help you improve your service for everyone. Find those pain points quickly and then be able to address them rapidly. As we discussed our systems could provide that level of communication or customers feel comfortable reporting issues before they're really upset and then management can respond to those issues quickly efficiently and turning what could be a bad thing into a really positive thing.
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Corporate Ops- company structure and operations, owners, billing, etc.
discuss the minimum threshold for trying to actually sell anything.
LiveHelpNow - partner program with the possibility of our selling chat/text under our name.
can he reach out to the manager of the White River Yacht Club and see if there is interest in our providing the daily texts promoting the daily/weekend/weekly specials? How many people are in the country club?
Possible sponsors.
is there someone who we can literally partner with - person with Ford’s Garage.
Things that need to be done:
You should also have been met with a privacy policy pop up notice when you came on the website, please let me know through our group thread if you received the pop up and if you were able to “manage, decline, or accept.”
Really need help to have you take a look at the following and make sure there aren’t any glaring errors. asked for a hand taking a look to see if there were any glaring errors.
These are the links:
Service to independent restaurants:
This is the primary target that I was thinking of when I developed this program. And I think that's where our best initial focus will be for the primary services. Please see below for the basics of Loyalty123 service.
Service to established franchises and owners of multiple restaurants:
The secondary level of service that we can provide is for larger restaurant operations that may be franchises or have multiple locations. Especially if these are locations that already have a high traffic level and are not too concerned about bringing more customers to the restaurant. Texas roadhouse might be one of these.
The basic 1, 2, 3 service
Customer Retention -
Laminated cards designed specifically for each restaurant/business and placed on each table, point of entry/exit, greeting/seating/payment locations. They have information to text the cell number and then they receive a response confirming that they are enrolled.
The guest is encouraged to use this to text, chat with, fill out the form with an app or on an online landing page. They provide their information so we can start sending texts to them. Website landing page for each restaurant. Online chat system they can use. Text system (LiveHelpNow)
From there they begin receiving texts each week with the weekly special (see below for details on process).
In order to provide the service we have to have at least two things: A website landing page. Online chat capability. Can we create an App? Logan definitely need your assistance here.
Cost to restaurant is $100.00 a month. This pays for the FUB CRM $75 and for the LiveHelpNow (1 operator cost) $25. This is for the basic service for each of these. See below for a bit more of a description.
Cost to sponsor is $200 or more a month.
if they authorize a sponsor (sponsor could be a range of professionals and they would be paying at least $100 a month.
Follow Up Boss CRM (customer relationship management) - as I think we mention previously we've done quite a bit of research and worked with a number of CRM's over the last 10 years or more. We've been using follow up boss for at least the last 4 or 5 years. This is primarily a real estate CRM and it was purchased by Zillow couple years back. It is a very good CRM and probably the best in the business right now for the cost. And when I say best in the business I mean salesforce in every other CRM out there. Course with salesforce it can be radically more expensive. The other thing to be aware of this we already have over 10,000 homeowners and other businesses. It's about 99% homeowners and so we're pretty comfortable with how this program works and how capable it is. Downtime has been almost nonexistent which is really critical as well.
In addition to creating a place where we can keep information about customers and clients this system is capable of automated emailing and texting. Now we do have to get authorization for each website that we're texting for and that is through a form that we submit to all the major telephone carriers AT&T, Verizon, T-Mobile. They then have to approve information that we have on the website which clearly has limitations on how we can use that information.
The main thing with texting is that we must have written approval from each person that we're texting. So we capture that with our website landing pages and/or the LiveHelpNow chat system.
FUB is already designed to take information that is inputted to a landing page on a given website and auto loaded into its database. We will need to get that set up an operational, however our experience in the past is proven that it is definitely buggy. Not because of FUB, but because of the interface in software used to collect information from a given website and transmitted to FUB. This is another area that we're gonna have to look at from a technical perspective and test the system.
LiveHelpNow - this is a livechat system that we talked about. We've used that system for I think five years on and off it's changed very considerably over the last few years. The main changes were no longer able to use mobile applications to respond to inquiries while we're moving around. This means an effective dedicated chat operator has to be on duty at all times that were actively using the chat.
Active chat: this is when we have somebody actively monitoring and able to respond to any inquiries.
Passive chat: this is available 24/7 when the system is not active and people can click on the chat symbol and effectively send an email to us.
Design & Marketing -
Communications -
What each of us brings to the process:
Please see the basic information that we have in the about page. To explain one of the online gurus that I've been watching for a couple of years is pretty big about not providing information about us as much as focusing on what we're doing for our clients.
The main focus of this website and all of our presentation material is to make clear how we are a value to our clients. Not really talk about how many years we've done this or done that and all the great things that each of us have done. And we each have done pretty cool things but that's not important to our client. What's important to our client is what we can do for them today.
Marketing generally will likely break down to three specific things:
One - Terry reaching out to individual business owners and sharing our program and establishing a relationship.
Two - Sending out short videos explaining what we can do for the business owner. Of course, in order to make this work we need to have their email addresses and or be authorized to send them texts. In some cases I'm anticipating that Terry will get their authorization and will be able to follow up by providing this information to them specifically.
Three - designing specific packages for individual establishments and then either delivering the package in person or in the case of restaurants that are out of area or even the state sending it to the individual owner of the restaurant or small business.
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Types of projects/functions/special services:
Club crawl style interactions through our texting system to move folks from one restaurant or business or venue to another.
White River Yacht Club - new Manager/Chef - helping them text to folks his daily specials.
The Baley (Spelling?) Foundation - learn more.