Status Update

Hello, Happy Wednesday night Cadre Advisory Board. This message is a little late this week because Luke and I were fortunate to be at a conference with Inspira Financial where we were able to speak to about 80 HR leaders and made some fantastic connections. But we were just catching up. So State of a Cadre from a Luke and Shannon point of view, today at Lucille, we'll talk tech, we'll talk sales, we'll talk marketing, and we'll talk programming and coaching. Number one, tech. So I think as you all know, the two things we're really fixated on right now are bugs, bugs, bugs, which is what our day to day developers are working on.

And number two is implementing tools that our clients are asking for as we go through this real life process of rolling out Cadre in these organizations. And so what new features, what new benefits, what new things do we need to make sure we get to serve their needs? And so to that end, a huge shout out to Steph Todd who is helping us solve one of the feature problems that customers are asking for right now, which is a web app. So Steph took the lead and is organizing and leading a hackathon where we're going to get some folks to come in and hopefully solve that problem for us for free and quickly.

Number two, Josh, our CTO is working on a more long term solution for our over or, sorry guys, can't talk, our overarching tech team which is to make some shifts to the team to make it more efficient. And so we have a new developer starting this Friday that we're going to test out for a week and a half to see how that could go. So that is the tech front. It's some stabilization, it is some focus on bugs, cleaning up the platform like you know, and then again really trying to get a handle on how we're going to get to those sales elements, the features, the, the web app and some other things that clients are asking for.

So that is tech, State of the state marketing. Huge shout out to Luke and Anna for a freaking fantastic newsletter. It went out this week. I know many of you saw it, it was full of all the things we've been doing and I just again want to really shout out that team for the work they're doing in starting to execute some strategic plans. Right. So we're really starting to put a foundation together to do that. They are also more video recording, had a great session with good leadership, shot a video for them, a series of videos.

It's netting some revenue for us in the near term. So that is huge. And I think that team is just getting its stride. So Luke and Anna together, getting the podcast lined up. We've got Allison Kaplan from Twin Cities Business coming on the podcast as well as the former CEO and founder of Chief. So some good people continuing to come onto the radar. Why this helps us. We don't have a problem with Legion currently. And that's a gift. Sorry, I'm walking my dog. Okay, so that's marketing. Number three, sales.

We've got a lot going on. Again, like I said, we just spent. Hold on one second. Gilbert, come on. We just spent two days at Inspire Financial. We were able to speak to a ton of HR leaders. Absolutely believe there's going to be an opportunity that comes out of that either with Inspira directly, potentially. D*** Smith Sporting Goods. Just learn some things that are going to be really valuable to us. We also this week got some news end of last week that Elevance Health, I don't know if you all are familiar with that, that is a fortune healthcare company.

Some folks we know there approached us asking us to provide a proposal to be their peer to peer solution. So that is in process. Blue Cross Blue Shield was supposed to be tomorrow. He moved the meeting out to the end of July. So that did get pushed. However, I'm meeting with Brooks Dibley tomorrow from Holmes Murphy for an update. LifeSpark. That proposal is getting pushed through with support. I'm going tomorrow to meet with Heath Bartness, the CEO of St. Clair Hospice, to help him figure out how to work on the app.

So lots of stuff, lots of stuff is happening in sales. And then my last but not least, programming and coaching. A huge shout out for those of you who don't know. Nikki Mollett. She's our new director of coaching. She is taking on a lot of stuff. She was taking on the relationship of the contributors, the management of the contributors on an ongoing basis and she's just really knocking it out of the park. I can't say enough of how much value she's bringing right now to creating systems and structure to that area of our business that did not exist before.

So our contributors overarchingly are going to be taken care of in a new way. It's already happening. We're already seeing the fruit of those relationships. We are launching our coaching practice met this week to talk about all the tech tools that are required to make that happen. That is in process. Just frankly, again, we're building some of that scaffolding and some of that foundational structure that we need to Then begin to execute quickly. Last but not least, sent out some notes to some clients.

Today we are going to offer to our clients the idea of piloting an open enrollment campaign with Cadre. One of the things we learned today coming off of this session was that open enrollment is a huge deal. You all probably know that. So what if we tried to do it with Cadre? And actually, before we left Denver, I pitched it to their director of client relations and they love it. And so we're gonna get on a conversation about what that might look like. Lots of good stuff, you guys. Okay. Some extra shout outs.

Shout out to Carrie for a fantastic. For a new grandbaby. Congratulations. But also for an introduction to Red Wing shoes. Thank you so much for that. That's huge. Again, shout out to Steph Todd for really stepping up to the plate with marketing and really starting to be digging in day to day. And welcome to Emily. The rest of the team, John Bixby, he. You guys are all. Dr. Charisse. You guys are all really valuable to us and so we appreciate you deeply. This is a long one. Reach out if you need anything.

I don't have any asks for this moment. We will think about it and bring some next week, but it just continues to be status quo when it comes to asks from you guys. So appreciate you. Thank you. Have a fantastic rest of the week and we'll see you soon. Bye.