Uptempo Virtual
User Group

Transcript

00:00:03.010 –> 00:00:05.950 
Jim Williams: Alright. I think we are live with Uptempo’s virtual user group. 
 
00:00:10.440 –> 00:00:17.240 
Jim Williams: My name is Jim Williams. I’m the CMO here at Uptempo, and we’re get started in just a minute. I know people they’re like me are rushing from other meetings. Other zoom calls, so we’ll give it 1 min, and then we’ll go ahead and get started. 
 
00:00:36.030 –> 00:00:39.770 
Jim Williams: Everyone is seeing the screen with lots of beautiful faces and if anyone wants to submit their own pictures that our next user group, we can have real customer faces, I’m all ears. A nice addition. 
 
00:00:53.800 –> 00:01:00.709 
Jim Williams: I can see people are joining the participants. So why don’t we go ahead because we’ve got a lot to cover today? 
 
00:01:01.483 –> 00:01:08.169 
Jim Williams: I am going to walk through this agenda and the speakers and the goals of today’s meeting. 
 
00:01:08.490 –> 00:01:21.829 
Jim Williams: But first, before I did that, I just want to thank everyone that is joining right now. I know everyone’s very busy. So, thank you for taking some time out of your day to hear about all the innovations we are announcing with the Uptempo platform and all of our products. 
 
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Jim Williams: Before I jump into this, though let me just welcome and introduce Scott Ernst, who is our CEO, our new CEO Scott. Welcome! 
 
00:01:36.610 –> 00:01:43.730 
Scott Ernst: Thanks, Jim. And thank you all for supporting us and joining us today. We really appreciate you joining this event. 
 
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Scott Ernst: This is an important milestone for me. It’s my 1st meeting, and come my 1st major release within the company, and I couldn’t be more excited to be a part of this and to share it all with you. 
 
00:01:55.700 –> 00:02:00.930 
Scott Ernst: I think, most importantly, what we’re going to show you today and talk about today is really a great step in delivering our vision for creating a marketing, planning system of record, and to help you run the business of marketing. 
 
00:02:09.979 –> 00:02:15.270 
Scott Ernst: So, as I’ve been onboarding into the company. I’ve been trying to spend more and more time with customers and look forward to meeting you all. 
 
00:02:18.230 –> 00:02:25.800 
Scott Ernst: But one of the points of these conversations is, I talk in these conversations, in these meetings with customers, about how it is to move from being a vendor, which is an important thing to do to being a partnership. So, my view is that none of us succeed without great partnerships, and the conversations that I have with customers are about, how can we be a better partner? What can we do? How do we help you be even more confident in the marketing decisions that you’re making? 
 
00:02:45.810 –> 00:03:00.450 
Scott Ernst: Now, that’s a big aspirational goal for us to be your partner. But we aspire to that and want to deliver that every single day. I don’t want to take much time today, but I want to thank you all for coming again and investing your time with us. 
 
00:03:00.754 –> 00:03:07.569 
Scott Ernst: My door is always open now that we’ve made this connection, please feel free to reach out. I’d love to hear about your experiences, and you know how we can be a better partner for you. So, thanks again for joining us today. This is an important announcement, and we appreciate your support 
 
00:03:15.450 –> 00:03:16.810 
Scott Ernst: Back to you, Jim. 
 
00:03:17.290 –> 00:03:18.280 
Jim Williams: Thanks, Scott. 
 
00:03:18.680 –> 00:03:32.599 
Jim Williams: Okay, so let’s get into it here. A couple of things. I’ll go over quickly. They might sound familiar if you’ve been on any webinar in the last 10 years. But we are recording this, of course, and we will share the content from today’s user group presentation with you. 
 
00:03:33.117 –> 00:03:49.780 
Jim Williams: There is a chat feature and a Q&A feature. Use the chat, make comments, make observations, reach out to people, but if you have a formal question that you want answered as part of today’s presentation, use the Q&A. It just allows us to queue them up and go through them in order. 
 
00:03:53.140 –> 00:04:00.800 
Jim Williams: Today, we’re going to go through this agenda. We’re going to talk about our product vision. What are we building the system of record that Scott has referred to. 
 
00:04:01.010 –> 00:04:06.899 
Jim Williams: We’ll cover our recent releases. What we’ve done over the last year. It’s actually been almost a year, and it looks like a year and a week since we released the Uptempo platform. So, a lot that we’ve delivered over the course of this year. We’ll cover those. Then we’ll do what we call a product deep dive. Now, user groups. 
 
00:04:19.769 –> 00:04:35.559 
Jim Williams: if you’re old like me and ever been to a user group, they’re very interactive. They’re in person a lot of discussion, sharing best practices. We try and mimic that to the best we can in a virtual environment. But in the deep dive where we’ll be covering the new releases that we have just announced today. 
 
00:04:36.525 –> 00:04:37.220 
Jim Williams: Please feel free to ask you questions there, and we’ll address those specific to the capabilities we’re going to run through everything else around our vision, our roadmap where we’re going with AI, we’ll kind of address at the end. So, if you have questions about those, ask them. But we’ll kind of queue those up for the very end of today’s presentation. 
 
00:04:56.060 –> 00:04:58.750 
Jim Williams: So, with that, I’m going to hand off to Payod who will take us through our product vision and recent releases. Thank you. 
 
00:05:05.390 –> 00:05:21.459 
Payod Deshpande: Awesome. Thanks, Jim, and thanks. Scott. And welcome everybody. Okay to the user group. Excited. Okay, to be here. And okay, talk about. Okay, our, our vision and our product releases. So, I’m the chief product officer responsible for product and technology at Uptempo. 
 
00:05:21.923 –> 00:05:33.630 
Payod Deshpande: So, let’s start with the vision. So, as Scott mentioned, okay, Uptempo is a system of record for marketing, planning. We bring together budget, spend, planning performance data and marketing goals all in one single end to end integrated platform. We support multiple planning processes within a tempo platform. The 1st one is financial planning. 
 
00:05:48.850 –> 00:06:07.440 
Payod Deshpande: The core problem that we’re solving with financial planning is that most of our customers and most of the marketers they tend to have their budgets that are scattered across a lot of different spreadsheets. The spend data associated with those budgets tend to be in ERP systems or in purchasing systems like Ariba and Cooper. 
 
00:06:07.800 –> 00:06:20.949 
Payod Deshpande: If you’re trying to get visibility into your budget, if you’re trying to track how much you’re spending against the budget that becomes really, really difficult. You don’t know whether you’re over budget, whether you’re under budget, and you cannot forecast accurately and Uptempo solves this problem by bringing all this data together in one single platform and gives you a unified view of all your budgets across all your teams, and we integrate with your pay and purchasing system so that you can track your spend in real time. 
 
00:06:40.260 –> 00:07:02.680 
Payod Deshpande: The second planning process that we support is campaign planning similar to financial planning. The core problem over here is that campaign plans are also scattered across a large number of PowerPoint slides, and the performance data associated with those campaigns are in ad platforms and marketing automation platforms, or maybe in your bi tools. So once again, it becomes very, very difficult to get full comprehensive visibility into your campaigns. You don’t know what’s in market, and you don’t know how those campaigns are performing in the market. Uptempo solves that problem by bringing all your campaign plans in one single workspace, so you can pretty much organize all your plans as programs, campaigns, tactics, and you have a unified calendar view so that you can align all your teams. 
 
00:07:31.360 –> 00:07:50.160 
Payod Deshpande: One important capability of our Uptempo platform is that we offer deep integration between campaign planning and financial planning. And we have really strengthened this integration. Okay, with the recent releases, and we are very excited to announce some new features that are coming out which Jan is going to demo very shortly. An important piece about to get this integration capability is that now you can start tracking your budget at a campaign level and you can start tracking, spend within the campaign budget at a very granular level. So, this gives you a good view of your campaign spend you can figure out the true cost of your campaigns, which then helps you figure out what the ROI is going to be, and you can do that more accurately because campaign planning and financial planning are deeply integrated. You can also get insights into your working, non-working spend. So, a lot of goodness over there. Okay, which Jan is going to cover later. 
 
00:08:29.770 –> 00:08:59.709 
Payod Deshpande: We’re really innovating a lot over here. There’s a lot of features and capabilities that are coming. Okay. Some of the things that we plan to do is to allow more granular planning at Media and ad level. We’ll be introducing more tools. Okay, within campaign planning so that you can be planning at a much more granular level. In addition, we want to offer integrations with a wide variety of ad platforms and marketing automation platforms so that you can bring in the performance data or spend data in real time into the platform itself. So, you’ll be able to track your plans and performance in real time with an Uptempo platform. That’s the vision. That’s where we want to really get to. 
 
00:09:09.080 –> 00:09:21.850 
Payod Deshpande: The 3rd planning process that we support is strategic planning. A large number of marketing activities. They tend to be disconnected from the strategy. And again, you got like activities across a large number of teams and across a large number of channels. And very often these activities aren’t always aligned with the ultimate business goal. And whatever marketing strategy you define, we want to enhance our strategic planning capabilities so that we allow marketers to be able to create multi, your goals. Okay, be able to create multi-level goals. Okay, so that you can create goals. Okay at a leadership level and cascade it down. Okay to the marketing teams and allow connecting those goals. Okay with the campaigns so that you can align all your campaigns and your tactics with your marketing strategy and your business goal. Okay, this reduces wasted spend planning workflows. Okay? So, we offer planning workflows, powerful workflows which cut across all these planning processes. 
 
00:10:10.260 –> 00:10:21.279 
Payod Deshpande: Our goal is to build a collaborative platform so that marketers can collaborate across the team and across the entire process from strategy all the way up to execution. 
 
00:10:21.460 –> 00:10:35.490 
Payod Deshpande: Last, but not the least, ss we said, you know, we’re a system of record. Okay, we have all the financial planning and performance data in one single integrated platform. And this puts us in a position where we can offer planning insights to marketers so that you can make the best possible decisions. We will talk more about our vision for AI powered marketing, planning laid out so jumping a little bit into our recent releases. 
 
00:10:50.070 –> 00:11:18.969 
Payod Deshpande: As Jim was saying, it’s like we have rolled out a lot of features. Okay, in the last one year since we lo launched up temp platform. Okay, this year alone. Okay, we have launched close, like 70 features and enhancements in Uptempo platform earlier this year, when we did a similar user group. I had shared this roadmap for the year. Happy to say that we have delivered against most of the features that we had planned, or okay, they are on track to be completed by end of this year. Okay, there are a couple, okay, that will Payod Deshpande: slip out okay into 2025. But overall. Okay, we have a pretty strong track record for innovation. I’m not going to like, go through all these different features. Okay, but just like touch upon a couple of important things we have done this year. 
 
00:11:32.220 –> 00:11:49.830 
Payod Deshpande: One is, we have improved the usability of our campaign planning capability so that you can manage all your activities very seamlessly. So, a lot of usability improvements have gone into the product. Second, we have provided tools so that you can start managing budget at a campaign level. Jan is going to Demo estimated cost. Okay? And how you could do this. 
 
00:11:57.340 –> 00:12:01.959 
Payod Deshpande: As I said, okay, we have introduced deep integration between campaign planning and financial planning. So, we’ll talk more about multi activity funding. Okay, which is a pretty important release that has gone live. Which really helps you unlock a lot of insights when it comes to camping level spend. 
 
00:12:20.268 –> 00:12:23.131 
Payod Deshpande: Last, but not the least, we have introduced performance KPI tracking. Okay, within the tool, you can create your planned KPI’s for all your campaigns and tactics. We will be adding support ticket for tracking your actuals against the plan very shortly. 
 
00:12:40.260 –> 00:13:00.999 
Payod Deshpande: So, talking about rest of the products again. Not only have we been making improvements to our tempo platform, but we’ve been making improvements to all our products. BrandMaker, Allocadia, Hive9, BrandMaker. I’m excited to announce, okay, that we’re releasing a significant update to BrandMaker 8.0, where we have more than 50 new features and enhancements that are going out. 
 
00:13:01.140 –> 00:13:04.830 
Payod Deshpande: We will be sharing more information about these features in an announcement later, this quarter. Some important features that have gone in every year is enhancing a marketing plan of sort and filter capability. We’ve introduced new technology which allows lightning, fast sort and filter within marketing planning. We are pretty excited about this feature that we rolled out within brand make. And we expect to bring that even into Uptempo platform. We have also improved the overall user experience of job manager and review manager. A lot of different features have gone in to improve that usability. 
 
00:13:40.120 –> 00:13:43.089 
Payod Deshpande: Last, but not the least. Okay. I do want to say that we roll out continuous updates on BrandMaker 8.0. And this is a pretty significant step for BrandMaker platform. What this means is that once you upgrade to BrandMaker 8.0. You don’t have to worry about upgrading the platform. Okay, to the next version. We’re going to be continuously pushing out innovation to brand makeup platform just like any other Saas product. So that’s pretty exciting. 
 
00:14:04.950 –> 00:14:23.799 
Payod Deshpande: Allocated again, pretty happy to say that we have. We have started to introduce accessibility capabilities. Okay, within our platform. Like, I said that the platform can be used by a wide range of users. And we started by introducing this. Okay, within allocated financial planning. Okay, which also will be available within Uptempo platform for all our Allocadia customers. Okay, we are making it very easy to upgrade to Uptempo, spend, and connect your existing financial plans in allocated with the campaign hierarchy and campaign plans that exist in the campaign planning or Uptempo plan solution. You’re going to see a demo around this later. Please to see how seamless it becomes okay to connect your financial plans, and your campaign plans Hive 9. Again, like, a lot of features have been rolled out again Hive9. Okay, this year a lot of enhancements amongst them. One of them is accrual requests. Okay, just wanted to highlight that. Lots of improvements again, accrual request, capability, so that you can start tracking your Po, and invoice detail in your accrual request. Grid. 
 
00:15:17.860 –> 00:15:19.390 
Payod Deshpande: Last, but not the least we have made a lot of performance improvements to Hive9 platform. So just over the last couple of months, we have rolled out significant improvements to the product. So be it your planning grid. It could be it your tactic inspection window. We’re continuously rolling out performance improvements so that the overall end user experience, the marketer. User experience is much better, and we have more performance improvements that are coming in the next one month. So pretty excited to make those improvements. 
 
00:15:48.700 –> 00:15:57.690 
Payod Deshpande: So last year, when we launched our Uptempo platform, okay, we said that we are going to continuously make improvements to all the current products. 
 
00:15:57.940 –> 00:16:00.660 
Payod Deshpande: However, we also said that all the strategic innovation will happen on Uptempo platform. Okay, so any of the capabilities that I was talking about be it like media planning or strategic planning, it could be at Uptempo AI. 
 
00:16:13.800 –> 00:16:25.030 
Payod Deshpande: All these capabilities will be available only on Uptempo platform. So, if you want to benefit from any of these capabilities, you will need to upgrade to Uptempo platform so that you can leverage them. Having said that, okay, I do want to emphasize and say that we did not have end of life on any of our current products, Allocadia, BrandMaker and Hive9. We will continue to support those products. We will continue to improve the user experience of all the capabilities and support your use cases. But if you really want to leverage the power of the marketing plan innovations. We are rolling out. Okay, you should upgrade to Uptempo and definitely encourage you to talk to your CSM about it. 
 
00:16:58.400 –> 00:17:11.889 
Payod Deshpande: So with that I want to hand it off to Jan to do a product deep dive. Okay, and talk more about multi activity, funding and how campaign planning and financial planning capabilities, integrate with each other. 
 
00:17:12.240 –> 00:17:14.019 
Payod Deshpande: Jan, over to you. 
 
00:17:15.319 –> 00:17:23.680 
Jan Kublikowski: Thank you. Payod, good day, everyone. It’s lovely to have you all here. My name is Jan Kublikowski. I’m a director of solution, consulting with Uptempo. 
 
00:17:24.009 –> 00:17:31.599 
Jan Kublikowski: And, to be honest, that kind of means, I’m most of the time I’m the demo guy but before I get into any demo and and talking about the platform. 
 
00:17:31.659 –> 00:17:34.779 
Jan Kublikowski: Want to introduce you to the legend himself. Dan Jacobson. 
 
00:17:35.480 –> 00:17:47.369 
Dan Jacobsen: Thanks, Jan. My name is Dan Jacobson. Some of you might know me. I’m a senior product manager here at Uptempo, and my team focuses on Uptempo plan. So, some of the stuff that we are working on is some of the stuff that you’ll see today. 
 
00:17:49.990 –> 00:17:50.510 
Jan Kublikowski: Beautiful. 
 
00:17:50.510 –> 00:17:52.009 
Dan Jacobsen: Yup! over to you. 
 
00:17:52.010 –> 00:18:07.690 
Jan Kublikowski: Thanks, Dan, alright. So let’s get into it. Got plenty of cool things to go through today. And yes, I introduced myself as the demo guy. So I’m guessing. That means you think I’m gonna be getting straight into a demo straight into the uptempo platform. 
 
00:18:07.880 –> 00:18:09.429 
Jan Kublikowski: But you would be wrong today. I’m actually going to start showing you my wife’s Instagram. 
 
00:18:14.590 –> 00:18:23.139 
Jan Kublikowski: Now, why would I do that? Well, I want to tell one of the great experiences I had late last year emily and I were lucky enough to go on a bit of a holiday and I want everyone here to think about any holiday they’ve been on as we go through this, our time in Japan was absolutely magical. We saw lots of shrines. We got to have amazing coffee and amazing food. 
 
00:18:36.720 –> 00:18:45.500 
Jan Kublikowski: I got to pose dramatically in front of crazy train stations and some of the craziest crosswalks I’ve ever seen. We even took cute couples, selfies. This truly was one of the best holidays I’ve ever been on and as we think about holidays, I also want us to think about how we plan for them. Some of you may be like me, IE, not too good at the planning site. 
 
00:18:59.720 –> 00:19:07.810 
Jan Kublikowski: But given the audience we have today, I’m gonna assume you’re probably a bit more like my wife. You’re good planners, you think. Forward, you know what needs to be done, and you plan for it. 
 
00:19:08.360 –> 00:19:16.249 
Jan Kublikowski: What we’re looking at on screen right now is the glorious spreadsheet that my wife bless us! I’ll put together ahead of our trip to Japan. 
 
00:19:16.800 –> 00:19:19.160 
Jan Kublikowski: You’re going to see a series of tabs down the bottom, this one purely focusing on Tokyo. 
 
00:19:21.710 –> 00:19:30.130 
Jan Kublikowski: What are all the things we wanted to do? What are all the things we wanted to see what were the recommendations we received. This was our plan of what we were gonna do very separately from this. 
00:19:33.940 –> 00:19:47.240 
Jan Kublikowski: We had a dedicated budget spreadsheet. I’ve trimmed it down here. You don’t need to see all the details, but very importantly, we needed to keep track of budget, and how we tracked the budget was very different to how we planned what we wanted to do. 
 
00:19:47.960 –> 00:19:53.520 
Jan Kublikowski: Now, if this is true for something as simple as 2 people going on a trip to Japan. Then I think we can all agree that it’s even more important for a big, complex marketing organizations. Like many of you are part of today we’re going to be talking about some of the new enhancements and the capabilities of the Uptempo platform. 
 
00:20:07.700 –> 00:20:25.739 
Jan Kublikowski: and how Uptempo is delivering 2 separate spaces to manage planning in terms of campaign planning, strategic planning things that we want to take note of in terms of go to market strategies. Who are we targeting? Why are we targeting them? What are our performance goals. 
 
00:20:26.120 –> 00:20:40.079 
Jan Kublikowski: and how that is so separate to how we actually manage budgets? Right? The reflection of our budget structure, our line items, our pos, our actuals. What money have we got left? These are 2 really important functions within any marketing organization. 
 
00:20:40.190 –> 00:20:45.159 
Jan Kublikowski: Today, we’re going to introduce to you all the concept of separating them out but having them live together, having them connected, to be able to overcome many of the challenges that may resonate with this audience. 
 
00:20:53.680 –> 00:20:58.980 
Jan Kublikowski: Some of which you can see up on screen. We’re going to be going through these points in a lot more detail today. Now, before we get into the platform really want to make sure everyone’s comfortable with the idea of these 2 separate hierarchies. 
 
00:21:08.820 –> 00:21:14.569 
Jan Kublikowski: A marketing budget, hierarchy, something we call spend. It’s our spend module and Uptempo separate from our campaign hierarchy that we call our plan module. 
 
00:21:20.850 –> 00:21:22.620 
Jan Kublikowski: If I dive into the solution just to introduce everyone to the 2 if you haven’t seen them before. Here we have our spend management module. 
 
00:21:30.940 –> 00:21:43.170 
Jan Kublikowski: This is where your marketing organization is reflected in a hierarchy, so that every team, every budget holder, everyone who has to take care of money has their own workspace. They have visibility into their budget. 
 
00:21:43.200 –> 00:21:46.750 
Jan Kublikowski: They have a place to build out their bottoms up, spend plans which, integrated with your financial systems of record, allows you then, to track your forecasts, have visibility into your purchase orders, your actuals, so that you have a place to manage your budget and track your spend in real time separate. To this exists our plan module. 
 
00:22:08.740 –> 00:22:25.719 
Jan Kublikowski: And seemingly this is a calendar on the surface. But it’s a lot more than that. And as we get into it today, you’re gonna see that this is actually a planning framework. It becomes a home for a marketing organization to have a source of truth of what they’re doing when they’re doing it and why they’re doing it really, importantly today are going to be some of the capabilities we’ve released across these 2 modules that bring them together. 
00:22:34.850 –> 00:22:37.020 
Jan Kublikowski: And let’s start with one of those here. This concept of estimated costs. 
 
00:22:41.050 –> 00:22:54.309 
Jan Kublikowski: Now sure that we have a budget hierarchy. But sometimes before a budget set, or in order to inform the setting of a budget, we need to think about money from a campaign and tactic and activity perspective and that’s what quarterly estimated costs enables for our customers within a campaign framework enable marketers to start thinking about the dollars associated with their activities at any level that’s needed. 
 
00:23:08.240 –> 00:23:12.719 
Jan Kublikowski: Now, this is going to support both top down planning as well as bottoms up. Right? Maybe I have a budget for a large campaign. We’re running, and I want to have visibility into whether the roll up of my team planning out their activities meets that 100 K, or perhaps I’m gonna ask my teams to go and start planning from a granular level the estimated costs, thinking about every tactic. They’re going to run with money in mind, and I can start to see how that rolls up. 
 
00:23:36.220 –> 00:23:39.730 
Jan Kublikowski: Whatever the process estimated costs is designed to support. So let’s get have a look at this. I’m gonna today. Focus on our B2B group. 
 
00:23:45.590 –> 00:23:46.890 
Jan Kublikowski: You can see here within our B2B plan, we are running a specific solace roadshow campaign within which we have a program that is nesting multiple tactics around the event itself. Google ads, we’re running and a pre-nurture. 
 
00:24:00.570 –> 00:24:05.500 
Jan Kublikowski: Now, as I engage with all of these objects within my campaign plants. 
 
00:24:05.730 –> 00:24:08.910 
Jan Kublikowski: Not only can I see all of the important metadata around it but I have a home to now start thinking about my estimated costs. 
 
00:24:15.180 –> 00:24:18.030 
Jan Kublikowski: We can see that this specific pre-nurture is being run solely in Q2. So when I 1st engage with it, I have my Q2 costs ready to start planning out. 
 
00:24:27.710 –> 00:24:30.059 
Jan Kublikowski: I think this is going to be about 50 K. To run. However, we don’t always pay for things when they happen, so I can easily go and hit. Go ahead and have that updated. 
 
00:24:37.240 –> 00:24:41.200 
Jan Kublikowski: I actually think this will be paid for across Q1 and Q2. And immediately there I can start making those changes. 25,000 here. 25,000, Yeah. Now, as I do this as I as a marketer, start planning out my estimated costs, what’s really important is the visibility upwards through our plans that this provides. 
 
00:25:01.020 –> 00:25:03.099 
Jan Kublikowski: If I engage with solace fest, you can see we estimated a cost of $190,000 for this program overall, however, I can see a roll-up of my 3 nested tactics. 
 
00:25:14.740 –> 00:25:26.910 
Jan Kublikowski: The total of those estimated costs is coming in a little bit over that 198K. That is a clear sign to me, someone who’s managing this program or this campaign that we may have to think about costs. 
 
00:25:28.300 –> 00:25:42.850 
Jan Kublikowski: This continues to roll up. So, imagine, as a marketing leader having visibility from a top-down perspective, the money you’re starting to set aside to run various campaigns and programs and being able to see those roll ups in a meaningful way. 
 
00:25:43.090 –> 00:25:54.200 
Jan Kublikowski: That’s exactly what estimated cost costs enables for our customers providing visibility into money before we even get to the official financial budget being set really powerful tool to enable deeper planning from an activity, perspective for marketing now, moving on from estimated costs. If this is one important feature well, how is this gonna start to work where we have teams planning out their activities, their campaigns. But we also have teams managing their budgets. 
 
00:26:17.180 –> 00:26:19.460 
Jan Kublikowski: How are these 2 things interconnected? 
 
00:26:19.860 –> 00:26:22.849 
Jan Kublikowski: And this is where we’re going to talk a little bit about budget linking. This is where an exciting new release comes called multi-activity funding. 
 
00:26:29.290 –> 00:26:35.959 
Jan Kublikowski: I want everyone here to think about some examples that may resonate. I’m going to talk about 2 specifically right now. A lot of our customers use agencies, and an agency is often represented via a single retainer or a single line item in a budget, however, that one agency is supporting us in rolling out and running many different campaigns and tactics and activations across our marketing activities. 
 
00:26:58.660 –> 00:27:10.000 
Jan Kublikowski: Multi-activity funding enables this exactly. We can easily start to say that, hey, this one-line item is funding all these various different activities in our plans. 
 
00:27:10.130 –> 00:27:18.819 
Jan Kublikowski: And beyond that we’ll look at today how we can go about even pointing out that of that 1-million-dollar agency retainer, 600 K went to the brand development for this campaign, whereas 200 went to this program, the rest was run for activations really being granular and intentional at explaining how our dollars are supporting our go-to-market activities. 
 
00:27:35.660 –> 00:27:39.519 
Jan Kublikowski: And if we think about our many marketers, goals of ROI, if we want to truly take return on investment seriously and accurately. Then we need to have an appropriate way to split our investments across the activities. We run another super common example, and we’ll have a look at this one in the tool Google Ads, Linkedin, no matter, whatever it is. Very often with these ad networks, we’re capturing them as a single line. Item, we’re raising a single PO, we receive one big invoice. And that’s a challenge, because that’s going to be a big chunky amount. And that large amount is actually supporting so many different activities we put into market. 
 
00:28:19.500 –> 00:28:24.479 
Jan Kublikowski: We need to be able to see that. How does this line item support various activities. So let’s have a look at multi-activity funding in the solution. 
 
00:28:29.390 –> 00:28:36.839 
Jan Kublikowski: And for this one, I’m gonna actually dive into our budgets. I’m gonna go into our media group and I want to have a look at our digital media budget. 
 
00:28:39.760 –> 00:28:49.279 
Jan Kublikowski: Here. You can see, I have a digital for Google ads for our various activities. We’re going to be running. I’ve raised a single PO from one line item, what I can do by selecting that single line item is, have a look at my activities breakdown. 
 
203 
00:28:56.710 –> 00:29:10.499 
Jan Kublikowski: This one line item represented in our spend module is connected to multiple activities. Now, this list could easily go on. But right now, let’s have a look at what we’re supporting with this one line item and this one PO on one hand, I can see as part of our green energy awareness program. We’re supporting some Google ads here, but at the same time, very separately, that one line item is also funding activities as part of solace fest. 
 
00:29:28.790 –> 00:29:30.880 
Jan Kublikowski: This is a really important notion. One line item funding multiple activities, giving us visibility. Now, instead of having to guess how that money was broken out across activities, we have the ability to connect the dots and tell that story. 
 
00:29:44.590 –> 00:29:48.860 
Jan Kublikowski: Each of these various activities are going to collect their own performance metrics. 
 
00:29:48.890 –> 00:29:55.759 
Jan Kublikowski: So, with this tactic via Google ads from our ad network. We know the impressions; we know the clicks. We know the sign ups that came through it. 
 
00:29:55.770 –> 00:30:00.029 
Jan Kublikowski: We now also know exactly how much money from a PO and from our invoice went to this activity. 
 
00:30:05.560 –> 00:30:09.830 
Jan Kublikowski: Now, beyond that, if I go back to this single line, item, example, gonna notice, I have the ability to either connect more activities or to view my funding panel. 
 
00:30:19.050 –> 00:30:21.380 
Jan Kublikowski: I’m going to have a look at my monthly planning view. What can we see on screen here? 
 
00:30:23.740 –> 00:30:25.900 
Jan Kublikowski: I can see the single line item. I can see how we had budgeted for it 10k. In January, February and March. 
 
00:30:31.900 –> 00:30:37.599 
Jan Kublikowski: Below this, I can start to see the activities that the single line item is associated to you’re going to notice. There’s even automated calculations here I can see for our top activity. We’re using 4,000 of the 10K, whereas we’re putting 6,000 towards our roadshow, meaning I have none left to allocate. 
 
00:30:52.440 –> 00:31:01.119 
Jan Kublikowski: However, if I move through to march of our $10,000 budgeted, we still have 3,000 left over a really powerful indication to me that, hey? 
 
00:31:01.210 –> 00:31:05.239 
Jan Kublikowski: We have some money on the board. We can fund another activity or perhaps we can put more funds into one of these activities, and I’m going to go ahead and do that immediately. 
 
00:31:11.350 –> 00:31:13.580 
Jan Kublikowski: I’m going to up this to be 6K, so that we have no dollars left unallocated. Safe. 
 
00:31:19.030 –> 00:31:24.169 
Jan Kublikowski: Now I can see this as a marketer granually via these views that we’re working within. 
 
00:31:24.180 –> 00:31:36.449 
Jan Kublikowski: But all of this information is also being fed into a data model that powers the insights that you’re all familiar with. So, imagine having the dashboards and reports to showcase these stories of any line items that have unallocated budget really allowing you to take control of the money and ensure that the things your teams are budgeting for are truly being put to work, and those dollars are funding the activities being run. 
 
00:31:49.400 –> 00:31:53.980 
Jan Kublikowski: So, we’ve looked at hopefully. What is a pretty common example, and one that resonates with the team where we have a line item funding multiple activities. However, what about the flip side? 
 
00:32:01.720 –> 00:32:11.319 
Jan Kublikowski: Think about a marquee event or a trade show or conference? Something that marketing is often running on an annual basis. This is a really good example to show you the flip side. 
 
00:32:11.540 –> 00:32:18.589 
Jan Kublikowski: Sometimes it’s more the case that many budgets and many teams are planning out line items and expenses that fund a single activity instead of one to many. We’re now looking at many to one. 
 
00:32:25.740 –> 00:32:28.299 
Jan Kublikowski: So, let’s have a look at what this would look like in the tool. I’m going to go ahead. And today I’m going to search through and bring up our community engagement event. 
 
00:32:36.870 –> 00:32:40.079 
Jan Kublikowski: It’s part of our B2C group, and this single activity estimated that we would spend about 300K. On it in Q2. However, right here within my plan budget object. I can see how things are truly going. 
 
00:32:51.710 –> 00:32:57.040 
Jan Kublikowski: Our estimated cost was what we initially planned when we were planning out our various activities. 
 
00:32:57.130 –> 00:33:01.900 
Jan Kublikowski: Now, because the budget linking capabilities, I can track what’s actually happening. 
 
00:33:02.280 –> 00:33:09.189 
Jan Kublikowski: I could see our team had updated their forecasts and bumped this to 335K. Going over that initial estimate. 
 
00:33:09.440 –> 00:33:15.259 
Jan Kublikowski: I can see the committed spend, ie. the POs that have actually been raised within our purchasing system and I can even see the invoices totaling up here. We’ve nearly reached our commitment. Few more invoices to come in. 
 
00:33:23.030 –> 00:33:25.189 
Jan Kublikowski: However, how does this relate to our example? I’m going to open up our plan, spend. And here you’re going to see our funding sources, keeping in mind this is a single event, a single activity that, as we can see, is being funded by multiple line items across multiple budgets. 
 
00:33:40.000 –> 00:33:45.610 
Jan Kublikowski: I’m going to engage with those I want to see which team here is contributing this 193K. Of budget hitting the magnifying glass. I’m taken immediately into that line item within the spend module where I can see that line item. 
 
00:33:53.940 –> 00:33:56.400 
Jan Kublikowski: Booth space within our North American team. Going back to our plan module, I’ll see there is another connection here. Having a look. I can quickly see that our consumer marketing team have also captured an expense here within their budget. As part of this community engagement event really powerful way to separate hierarchies, each with their own purpose. One to allow teams to plan their various marketing activities. 
 
00:34:23.199 –> 00:34:27.280 
Jan Kublikowski: The other to allow our marketing organizations to manage their budgets, but through estimated costs, through multi activity funding our customers are enabled to now connect those dots really accurately, tell the story of how our dollars are being put to work and how they’re funding various activities. These activities and time collecting their own performance metrics, just there, starting to close the ROI loop of how are our dollars working for us? Are we getting the engagement that we should for our dollars? Are we getting the pipeline? Are we getting the closed one revenue that we anticipate with our various investments? Hopefully. That was a good overview of this concept of having 2 separate modules, each with their own hierarchy, each with their own purpose, living together to really allow our customers to connect the dots. 
 
00:35:19.090 –> 00:35:23.570 
Jan Kublikowski: Jim, Payod. I’d lean on the team to see if there’s any questions in the chat that we could address. 
 
00:35:26.200 –> 00:35:30.560 
Jim Williams: Thanks, Jan. Yeah. There is a couple of questions in here which came in during your honeymoon overview and awesome. So, Claudia asked a question here. She’s saying so for multi-activity funding to work, you need to connect Google ads into Uptempo, similar with Linkedin. How does it work with agencies? Jan, maybe you can just clarify that. 
 
00:35:50.850 –> 00:35:53.100 
Jan Kublikowski: So, there’s a couple of ways that it could work. But one common way is that agency spent would be represented in a single line item, this one obviously isn’t but imagine if this was an agency retainer was a line item captured in a specific budget. The way this capability works is it now allows us to manage that from a financial perspective, just like we do, we raise a single PO with that agency we get a single invoice from that agency. 
 
00:36:18.930 –> 00:36:29.600 
Jan Kublikowski: That one line item, however, can now be connected via our funding panel here to multiple activities within our plan hierarchy. So that’s one common way our customers would approach this. There are other ways. We can handle this as well, based on the data you receive from your agencies and the spreadsheets or data sets they give you which outline, hey, for our retainer? Here’s all the various things we’re working on. 
 
00:36:46.300 –> 00:36:52.500 
Jan Kublikowski: But diving into that solution would probably take a little bit more time and let us know if that’s something you’d like to tackle offline. But hopefully, that answers the question in terms of a single line item not integrated with anything but that line item enabling your marketers to now point and say, hey, these are all the various activities that that line item and that PO are funding. 
 
00:37:08.310 –> 00:37:09.570 
Jim Williams: Great. Thank you, Jan. 
 
00:37:10.080 –> 00:37:12.579 
Jim Williams: We have another question from Kyle. Will the multi activity funding feature come to Allocadia? And if so, will there be an additional cost for this feature? 
00:37:22.000 –> 00:37:26.640 
Jan Kublikowski: Yeah. So as part for our Allocadia customers, the cool thing is when you’re ready, we can basically evolve your allocating environment to be Uptempo. And as part of that you can gain access to the planning module, which is what we’re looking at here, viewed via Calendar can be viewed via table summaries. As part of this, there are upgrade costs. 
 
00:37:44.845 –> 00:38:01.980 
Jan Kublikowski: So, if you are interested in learning more about that, evolving your allocating environment into Uptempo and having access to the plan module, therefore, having access to the features that we’re discussing where you can link the 2 it is part of an upgrade package that can be discussed with your CSM and account manager. 
 
00:38:05.320 –> 00:38:06.549 
Jim Williams: Thank you, Jan. Those are all the questions we have in the Q&A so far. 
 
00:38:09.910 –> 00:38:15.070 
Jim Williams: So, I think we keep going again. If you have questions, please type them in so we can get to them as they come in. We will reserve some time at the end of the presentation to address broader questions on some of the content that Payod is going to walk through, which I’m sure will be interesting to this audience. 
 
00:38:29.570 –> 00:38:53.502 
Payod Deshpande: Awesome. Thank you, Jim. And thank you. Jan, okay, I think that was quite a demo. Okay, I hope that helped. You know, clarify. Okay, why is that ticket that we have built to get 2 different workspaces, one for budgeting and one for planning. So pretty excited about the innovative approach ticket that Uptempo has taken. Okay towards marketing planning. 
 
00:38:54.050 –> 00:39:11.314 
Payod Deshpande: So now, next, I want to like, talk a little bit about okay, our roadmap. Okay, what’s lined up? Okay in the next few months and up type of platform so let me start by sharing. Okay, what the short-term roadmap is okay. So, these are all the features. Okay, that we are planning to roll out in the next 3 months. 
 
00:39:11.720 –> 00:39:33.769 
Payod Deshpande: Number one. It’s like, you know, I think I shared earlier the ticket we rolled out. Plan. KPIs, okay, in our platform. Obviously, plan. KPIs is pretty incomplete. Okay, if you cannot track the actuals against the plan, KPIs, because we have the actual KPIs coming out shortly. So that okay, you have all the performance information recorded. Okay, for your marketing campaigns and tactics and activities in one single place. So okay, pretty excited to see that. Will come out soon. Second is like it will continue to improve the planning experience. We want to make it really, really easy to create activities. Again. As I said, it could be rolled out. A lot of usability improvements in the last few months. Okay, to make that happen, and we will keep rolling out more usability improvements. 
 
00:39:58.170 –> 00:40:19.599 
Payod Deshpande: One of the things we want to do is just being able to create a marketing activity from your investment view. You don’t have to like, go back and forth. Okay, between the 2 workspaces for planning and budgeting. We’ll be adding more types of attributes. Within the planning hierarchy as well. 
 
00:40:19.820 –> 00:40:44.070 
Payod Deshpande: 3rd time phasing of connected spend, as you saw in the demo. You can pretty much pull in the connected spend, which means you can pull in your planned, your committed, your forecasted, your actual spend from the budget side into the planning side. However, today it’s like we share just the total spend that is associated on the left-hand side, which is the budget side. What we want to do is also bring in time phasing. So that you can look at your campaign spend, you can look at any of the connected spend I was talking about across different time horizons like, I say, you can see what your plan is. Spend across quarters a month, and the same thing for committed or actuals, or for your forecasted spend? 
 
00:41:04.630 –> 00:41:32.040 
Payod Deshpande: Right? Okay, so this makes it again very easy for marketers to just use the tool. Okay, they don’t have to keep jumping across the 2 workspaces. Marketers can be in the activities, Workspace again, the planning workspace and work on their activities and look at all the spend and the budget information right in the context of the activity itself so pretty excited to give it this to come out. It gives you really improve the marketer experience as well. We are going to be adding a lot of access control enhancements. 
 
00:41:37.760 –> 00:42:02.260 
Payod Deshpande: When you’re working in very large organizations, you have a lot of different teams. Okay, that are working on marketing planning, you need to have access controls in place so that you can have more granular control on who is it that can see certain activities? And who is it that can edit certain activities? This becomes even more important when you have agencies who are collaborating with you on certain activities. 
 
00:42:02.260 –> 00:42:22.990 
Payod Deshpande: So, we are introducing a lot of access controls. We’ve already added a bunch of access controls recently, and we’re going to keep improving on the access controls that are coming in the platform. And some of the things are like the only accesses or providing access at an attribute level within the activities. Okay, so we, providing very granular access control capabilities within the platform. So excited for some of this. Okay, to come in the next 3 months. Last, but not the least, to give you introducing some underlying platform enhancements so that we can continue to improve the way users are managed and handled within Uptempo platform. We’ll also be rolling out unified navigation where you can have, like one single unified navigation across your planning and budgeting workspaces and your workflows. Okay, which today is a little disconnected, and appears in a different application, but we’ll unify all of it in one single navigation. 
 
00:43:08.630 –> 00:43:37.230 
Payod Deshpande: Looking ahead of the next 3 months, okay, more into the midterm. Okay, which is all in 2025. So, we have no improvements that are planned to get to the September platform number one, we want to add improved visual organization of marketing activities within the platform. You can just you, you will see a lot more color within the platform for your marketing activities. Okay, so that you can easily distinguish your activities from each other. So, you can have different color codes. Okay, for by customer segment or customer journey. And okay, that is just going to make it easier to access your activities. 
 
00:43:51.633 –> 00:43:58.709 
Payod Deshpande: More seamlessly within the platform. Second, we want to increase the control that you have over your data. One of the things that we want to do over here is make it really very easy for you to manage your campaign hierarchies, campaign hierarchies are expected to evolve over time, because your campaign definitions, your tactic definitions can change over time. Okay, so we’ll be adding a lot more flexibility for you to be able to change the definitions of your objects within the system without impacting all your existing data. 
 
00:44:25.381 –> 00:44:49.549 
Payod Deshpande: Also adding similar capabilities, like being able to manually reorder activities so pretty excited about. Okay, that as well. Activity states which kind of like ties into the workflows as well, we want to give you the ability to manage the lifecycle of activities within Uptempo. So, think about your campaigns and your tactics going from a draft state. 
 
00:44:49.670 –> 00:45:03.140 
Payod Deshpande: Okay, to being an approval. Okay, to being approved. And so on. Right? Okay, so you can define as many states as possible. Okay, which are part of your workflow. And you can attach your workflows. Okay to these activity states. 
 
00:45:04.158 –> 00:45:26.220 
Payod Deshpande: Improved workflow experience. As I said today, we have a slightly disconnected experience between workflows which is driven by a job manager module and activities. We are going to be providing a more seamless experience across activities and jobs or workflows so that the overall end. User experience is really, really very seamless. 
 
00:45:26.220 –> 00:45:35.970 
Payod Deshpande: So excited to roll out a more seamless, collaborative experience in the platform next year. 
 
00:45:36.669 –> 00:45:59.699 
Payod Deshpande: Last, but not the least you know. Jan spoke a lot about the planning and the budgeting workspaces, and how they connect with each other. There are lots of interlocks between these workspaces, and there could be lots of nuances over there. Okay, in terms of how these budget hierarchies and activity hierarchies connect with each other. We will continue to roll out a lot of enhancements to this integration into 2025. So pretty excited for everything that’s lined up in 2025. Okay, just in terms of how we’re going to be improving our overall campaign, planning, capability and financial cap planning capability and how these integrate with each other. 
 
00:46:18.910 –> 00:46:35.070 
Payod Deshpande: Having said that I’m even more excited about introducing AI in a platform in 2025. So, goal is to bring generative AI capabilities into the product. We want to deliver a co-pilot within the product he can help with marketing, planning. Think of the co-pilot as a marketing assistant who is helping making planning decisions or is automating mundane tasks for you. And those are the 2 areas where we really feel that we can move the needle with AI. 
 
00:46:53.060 –> 00:47:11.320 
Payod Deshpande: Smarter decision making. As I said, we have a lot of data within the platform, financial data planning data, performance data, and we are very well positioned to be able to offer the right insights so that you can make those best possible planning decisions. 
 
00:47:11.350 –> 00:47:27.290 
Payod Deshpande: Second is, we really want to enhance productivity of marketers. Our goal is for marketers to really be in and out of the tool, especially when it comes to data entry activities. It can be really painful to put in all their campaigns. Put in all your tactics into the tool. So, we we’re trying to think of different ways that we can automate, that for marketers with the use of generative AI. 
 
00:47:39.360 –> 00:47:48.402 
Payod Deshpande: So, we have like about 5 different use cases which I want to talk about that we want to introduce in 2025, starting with conversational data insights or talk to your data. So, with generative AI, as you must be very familiar with, we will be introducing the ability for you to talk to your data, be it your budget and your spend data or be it your campaign planning and performance data. There, there are lots of different ways again, which you can interact with the tool today and adding chat capabilities, okay, is going to become is going to make that. Okay, make that interaction a lot more seamless. So think about, okay, the ability to ask any kind of question like, how much have you spent on media? 
 
00:48:30.510 –> 00:48:48.570 
Payod Deshpande: What are the open POs? Okay, with a particular agency, or what are my top performing campaigns? What campaigns are going to be in market next quarter? There are lots of questions. Okay, that you could be throwing at the tool and be like you should expect to see the answers in the application. In in the chat experience, it’s pretty excited about rolling out the chat experience within Uptempo platform. 
 
00:49:01.535 –> 00:49:22.879 
Payod Deshpande: The other use cases we have are the 1st 2 are really about improving marketer productivity, and the last 2 are really about improving decision making abilities within the platform. So, starting from the left auto complete campaigns. As I said, it can be really, difficult to get to put in all your campaigns and tactics into the tool. And especially this becomes harder when a single tactic has like 50 different attributes that are configured because you need them for reporting purposes. So, what if AI could help fill out some of those attributes for you based on historical data.  
 
00:49:46.070 –> 00:49:54.929 
Payod Deshpande: This is something which is exciting. It’s going to like, help marketers get through the campaign and tactic creation process a lot faster. 
 
00:49:55.350 –> 00:50:09.660 
Payod Deshpande: Second is seamless plan. Input as I was saying earlier, a lot of these plans tend to be in PowerPoint slides. What if we could just be importing some of these plans, which live in files externally into the platform. And AI could read those for you and automatically create those campaign plans and tactics within the platform. That’d be pretty cool. And again, this is one of those things. We want you to be able to get your data into the platform as quickly as possible. 
 
00:50:29.270 –> 00:50:51.859 
Payod Deshpande: Moving on to email capabilities which help with decisions about again, number one is like spend and KPI recommendations. Okay, we think it’s really important that marketers are able to create reliable plans. And one of the things we want to do is provide the ability to recommend spend or KPIs for campaigns or tactics. 
 
00:50:53.370 –> 00:51:11.179 
Payod Deshpande: If you’re planning an event, you might struggle with how much to spend for the event. But looking at historical data, looking at the attributes for the event that you’re currently planning or looking at the description of the event, AI will be able to recommend how much you should be spending 10,000$, 1,000, and so on. It gives you pretty good guidance on spend, and similarly, it can also give guidance on what KPIs to consider as targets for your marketing activities. So, for the same event, how many leads? Okay, should I be expecting, based on how much money I’m spending and all the other attributes that you might have on that event. So, we’re excited about this use case. 
 
00:51:39.850 –> 00:51:42.090 
Payod Deshpande: And last, but not the least, is optimizing your plans. So in terms of campaign planning, I could really see AI being able to help with campaign planning itself. Okay, which is helping you figure out, okay, what tactics you want. You would want to add to your campaign. For example, if you’re running an event. AI could suggest that you want to consider social media tactics as a part of your plan to help promote the event. 
 
00:52:07.480 –> 00:52:10.499 
Payod Deshpande: Similarly, if you’re looking to cut budget and you’re looking to cut, spend AI can recommend here are like the top underperforming activities, tactics again for you to consider cutting out of your plan. So eventually, we expect the co-pilot. Okay, to be able to provide a lot of different tools, a lot of different handles, a lot of different use cases so that you can create the best possible plans. So excited about the vision of AI and delivering that AI powered marketing, planning capability in optimal platform. 
 
00:52:50.910 –> 00:53:02.459 
Payod Deshpande: So that’s all that I have on the product side. Really, thank you so much for joining us. And with this, I want to hand it back to Jim for questions. 
 
00:53:06.110 –> 00:53:19.439 
Jim Williams: Thank you, Payod and thanks for walking us through all that. There actually are some questions already in the Q&A feature. So again, if you have some questions, I think I saw someone try to raise their hand. Just use the Q&A feature so we can address them as they come in. And again, thank you for contributing anything. So, there’s 2 questions from Abby. I love it back-to-back questions, Abby. The 1st is, will all existing customers, using the Allocadia platform eventually be moved to the Uptempo platform. 
 
00:53:33.957 –> 00:53:57.160 
Payod Deshpande: Yes, okay, that is that is correct. Okay, we will eventually move all the existing Allocadia customers to Uptempo spend, as Jan was explaining. And we expect to do that as a part of your rollover process at some point. And again, if your goal is to leverage some of the planning capabilities that Jan was demoing. I’d strongly encourage that you reach out to get to your CSM, your account managers, so that you can start that conversation and early upgrade to Uptempo platform, to Uptempo spend, and the ability to connect it with Uptempo plans. 
 
00:54:15.600 –> 00:54:24.760 
Jim Williams: Thanks. And again, just to reinforce Abby’s second question is more specific. Will the short-term roadmap features that you went through only be an option for those in Uptempo? 
 
00:54:28.100 –> 00:54:36.669 
Payod Deshpande: Yes, like I said right now, it’s like all the features that were in the short-term roadmap are available only on Uptempo platform. 
 
00:54:38.090 –> 00:54:38.899 
Jim Williams: Very good. Thank you. Those are the questions that are in the Q&A panel. And again, if you have any, get them in. So, before I sign off a couple of quick things. One is, we went through a lot today. And again, I appreciate all of your time. 
 
00:54:58.690 –> 00:55:04.100 
Jim Williams: Obviously a lot has happened on the Uptempo platform. A lot has happened as of this release, and a lot is coming. All of the features that we went through in the deep dive Payod talk to that, yon demonstrated had been communicated to you as part of our release in October. That email would have landed in your inbox on October 3^rd. If you’re not receiving product release communications reach out to your CSM or account manager and make sure you get on that list so we can get that important information to you. 
 
00:55:28.080 –> 00:55:43.410 
Jim Williams: The only other thing I’d say here is tomorrow we are running the second of our 3-workshop series on how to do planning better and get planning best practices. Tomorrow is on campaign planning. It’s a hands-on workshop with templates and frameworks. It’s quite well received. I’d encourage you to check that out. Just scan the QR code, and there’s a sign-up link on this page where you can also download our blueprint for marketing planning. 
 
00:55:54.200 –> 00:55:54.970 
Jim Williams: So, with all that plan better, spend smarter, enjoy the rest of your day, and thank you for your time.