Monthly Meeting Agenda -June 06/04/2024
Founding Origination Meeting Tuesday, June 4 @ 8:30am via MS Teams Meeting
""Empowering Exceptional Partnerships: Elevating Transactional Excellence, Cultivating Dynamic Collaboration, and Driving Industry Standards Through Co-Marketing Excellence and Referral Synergy.""
Meeting Agenda
Opening
- Co-marketing Agreement
What is our Why?
- Pinnacle Partnerships - Rich Van Orden
- Partner Member - Round Table Introductions Each Attendee
How it works ?
- Member Partner Directory PP Dashboard Portal – Member Profile
- Transactional Support PP Dashboard Portal - Transaction Portal
- Referral Network PP Dashboard Portal – Member Directory
- Knowledge Network/Lobby Interests – Best In Class Development & Industry Initiatives
- Social Media Marketing Sites Intended – Current Member Collateral
- Content Creation Monthly Ideation
- Partnership Branding Logo, Seal – Website, Email Signature…
- Other(s) Optional
- Partnership Policies/Process Pledge, Engagement, Security/Privacy,
- Best Practices – Consumer Choice (3) Referrals
Pinnacle Partnerships Timeline
- Partner Member Recruitment
- Consumer Access
- Transactional Integration
- Social Media
- Content Creation
- Other: Blogging
- Live/Recorded Webinar Events
Goals
- Each Partner Member
- Partnership Transactions (Work Committees) & Special Initiatives (Program Committees)
Review Action Items
Next Meeting
