Detailed Meeting Notes on Organizational Structure, Brand Building, and Event Planning

Participants and Roles

  • Jojo

  • Alba

  • Speaker (unnamed male in discussion)

Meeting Initiation

  • Jojo's first name is mentioned as the identifier.

  • Alba confirms the meeting is being recorded.

Contact Organization

  • Discussion about contacts

    • Organizing a list with:

    • Names

    • Notes on where contacts were met

    • Relationships (company, opportunity)

    • Types of opportunities:

      • Speaking arrangements

      • Referrals

  • Lisa: Well-connected contact, positive history.

    • Planned communication to promote Caitlin.

  • Cindy: Organizer for TEDxBoca; limited contact info, but valuable to connect with.

  • Heather: Interested in Jojo for speaking engagements with children (200+ attendees).

  • John Riley: Interested in Jojo speaking engagement; potential leads from FAU (Florida Atlantic University).

    • Discussion on checking with alumni or executive centers about paid opportunities.

  • CareerSource: Interested in training.

Promotional Efforts

  • Jojo's proactive approach to reach out to potential speaking engagements:

    • Importance of networking and relationship building.

  • Discussing the potential tour at St. Andrews School:

    • Engaging university and school audiences.

Brand Exposure Discussion

  • Jojo emphasizes the importance of brand visibility:

    • Suggestion to consider building the Buckwheat brand exposure.

  • Suggested venues for events:

    • The King's Library (popular venue in Palm Beach Island for speakers)

    • Society of the Four Arts, well-known for organizing lectures and events.

  • Importance of adding contact details:

    • Email, phone, Instagram info for all contacts to enhance outreach.

Tech & Innovation Summits

  • Alba suggests focusing on tech and innovation summits:

    • Many opportunities in Miami.

    • Further opportunities like "Women in Tech", MIT summit, or the Forbes Women Summit.

    • Importance of broadening engagement through these events.

Event Planning

  • Progressing towards an organized calendar of events:

    • Join efforts to streamline events, social media posts, and logistics.

  • Discussing the need for a workflow and approval process for social media posts to optimize team efforts.

  • Emphasis on participatory and collaborative efforts for successful content creation.

Payment Structure & Contract Concerns

  • Discussion surrounding Upwork as the payment method:

    • Ensure clarification of payment structure: hourly, flat fee, or retainer.

  • Importance of confirming payment agreements for both Alba and Jojo.

Content Creation and Schedule

  • Discussion of creating a content calendar for upcoming projects, including a Canva course.

  • Development of a strategy for shooting video content and potential collaboration.

  • Planned scripting out of content for clarity and engagement:

    • Module development (10 modules).

    • Allocation of tasks to each team member for streamlined execution.

Client Outreach and Engagement

  • Mention of creating a certain workflow to enhance efficiency:

    • Use of Notion or Google Sheets for task management and organization.

  • Initiatives to keep personal, professional, and brand accounts running smoothly.

Next Steps and Assignments

  • Emphasis on scripting for the upcoming course:

    • Focus on engaging content to address non-profits and entrepreneurs' needs.

  • Ensure clear roles where:

    • Jojo will be involved in filming and overseeing creative aspects of production.

    • Alba will handle social media management and outreach.

Final Notes

  • Team dynamic: trust, collaboration, and transparency are crucial elements emphasized throughout the meeting.

  • Joanna to prepare an email calendar of events and general content planning document.

  • Set expectations around content quality and engagement rates to enhance overall outreach efforts.

  • Meeting to occur following weekend to finalize video shoots and beginning stages of the Canva curriculum.

  • Closing remarks on building connections and enhancing outreach strategy through proactive measures and teamwork.