23 Sept Monthly Partner Call

💡Summary

The meeting revolved around the discussion of a platform’s real-time audit and gap assessment features, with a demo of the freemium version of the gap analysis tool, the importance of client education, and the potential use of Zoom as an alternative platform, while also addressing various topics related to data risks, platform usage, pricing, and marketing updates.

Agenda

Recording and Consent

  • The meeting started with a discussion about recording and obtaining consent from participants.
  • The speaker mentioned the importance of turning on the recording and asking for consent at the beginning of the meeting.
  • Consent for recording was confirmed, ensuring everyone was okay with it.

Real-time Audit and Freemium Gap Assessments

  • Nalini introduced the real-time audit capability in the platform and mentioned a freemium version for gap assessments.
  • Explained the features of the real-time audit, such as scope limitation, data mapping, and versatile checklists.

Gap Assessment Tool and Access Granting Process

  • Discussed the gap assessment tool and the need for a smooth process to grant access to the client organization.
  • Some partners would likely do the gap assessment on behalf of new clients.
  • Nalini suggested setting up dummy accounts to test the process and ensure a seamless experience.

Gap assessments and LinkedIn post

  • They discussed the idea of designing a LinkedIn post to advertise the ability to leave assessments for free
  • Nalini offered to create a form and put it on the partner site for requesting assessments
  • They planned to experiment with the process and ensure notifications work as intended

Marketing updates and platform functionality

  • They mentioned posting marketing updates under the marketing section of the portal
  • The team discussed the possibility of setting up a dedicated partner room for additional documents
  • They considered using Zoom as an alternative if the current platform doesn’t work

Data events and personal data risks

  • Identifying and assessing data events and associated risks
  • Managing privacy through data mapping and compliance monitoring

Platform usage

  • Showcasing features like dashboards and task management
  • Tailoring reports to clients’ preferences and needs

Pricing schedule

  • Introducing a new pricing tier called ‘corporate’
  • Discussing pricing options for different client sizes and subscription durations

Upcoming features

  • Mentioning upcoming features like Aosphere and redesigned impact assessment tool
  • Highlighting ongoing bug fixes and improvements based on user feedback

 

Completed actions

• Explored training and awareness options through the platform’s distribution system

• Mentioned upcoming features and ongoing improvements

• Discussed data events and personal data risks

• Shared experiences with platform usage

• Introduced new pricing options

Action items

• Provide training and awareness materials through the platform’s distribution system

• Stay updated on upcoming features and communicate them to clients

• Explore ways to improve data event detection and risk assessment

• Post marketing updates under the marketing section of the portal

• Experiment with the process and ensure notifications work.

• Review and update pricing options based on client requirements

• Customize reports to meet clients’ preferences and needs

• Set up a dedicated partner room for additional documents

• Create a form for requesting assessments

• Design a LinkedIn post for free gap assessments