Rebate Calculation Review and Marketing Strategy Discussion

February 27, 2026 at 02:02 PM|35 min|Sean French, JD Busfield, Sean French
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Bottom Line

The call focused on correcting a rebate calculation error and transitioning to a strategic discussion about building the company's brand and operational efficiency through digital marketing and CRM systems.

Key Takeaways

Rebate Calculation:: An invoice error was identified where the truck rebate was incorrectly calculated as $260.36 instead of the correct $279, requiring a revision.

Marketing Vision:: Speaker A advocates for a coordinated digital marketing strategy (social media, CRM, email blasts) and a brand rehabilitation video for Avon to drive growth and improve operational efficiency.

Operational Challenges:: Speaker A acknowledges being bogged down by daily ops, limiting sales efforts, and sees technology as a key to unlocking scalability and better organization.

Decisions Made

• Invoice for rebate 416 must be revised to correct the truck calculation — decided by Speaker A

• Sales tax on the nitrogen tank invoice will be paid as-is, as it cannot be corrected now — mutually agreed by Speaker A & Speaker B
Your Action Items
Speaker B to draft and send an email outlining a plan/organizational thoughts for the three marketing/ops verticals (Avon rebrand video, Versatile digital outreach, CRM/sales activity tracking).
Other Action Items
Revise invoice for rebate 416 to correct the truck rebate calculation and remove the Wi-Fi cost from the rebate calculation. — Sean French
Finalize and send the budget for the Avon brand rehabilitation video shoot to the partners. — Sean French
Schedule a follow-up meeting for Monday to review the plan for marketing and operational organization. (due 2024-06-03)
Investigate and systematize the quarterly rebate process to ensure it is paid on time and accurately. — Sean French
Decisions
Invoice for rebate 416 must be revised to correct the truck rebate calculation from $260.36 to $279. — Speaker A
Sales tax on the nitrogen tank invoice will be paid as-is, as the error cannot be corrected retroactively.
Topics
Rebate Calculation Invoice Correction Digital Marketing Strategy CRM Implementation Brand Rehabilitation Operational Efficiency

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