# Rebate Calculation Review and Marketing Strategy Discussion

**February 27, 2026 at 02:02 PM** · 35m 9s · Participants: Sean French, JD Busfield, Sean French

### 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*

### 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 `high`
- [ ] 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). — @JD Busfield `medium`
- [ ] Finalize and send the budget for the Avon brand rehabilitation video shoot to the partners. — @Sean French `medium`
- [ ] Schedule a follow-up meeting for Monday to review the plan for marketing and operational organization. `medium` (due 2024-06-03)
- [ ] Investigate and systematize the quarterly rebate process to ensure it is paid on time and accurately. — @Sean French `low`

### Topics
Rebate Calculation, Invoice Correction, Digital Marketing Strategy, CRM Implementation, Brand Rehabilitation, Operational Efficiency

**Sentiment:** neutral

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*Generated by Call Assistant on 2026-04-09 11:45*