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meeting-note
2025-07-21 BRT Zoho
Kyle Georgian
James Kempthorne
Ian Heptinstall
Jazzy Ortega

MEETING: Ian James Kyle Jazzy Tech Stack

Primary Objective(s)

Reviewing overall tech stacks with BRT and finding ways to streamline their systems.


General Notes

  • Want - work out of both teams and google calendar for a bit while people get used to it
    • ICS link is the best for this, but its a slow sync and won't be great for things created in real-time
  • Wants their own hubspot subscription
    • Not a bad idea makes everything totally separate
  • Leaning towards zoho still
    • Already set up
    • Cheaper
    • can move things from hubspot to zoho
      • Affiliate dashboard
  • New employess get a regular gmail account (Terrible idea)
    • Used for Calendly and shared google drives
      • Google drive needs to move to sharepoint 100%
  • Smartsheets handles some of the forms they send out
    • We could easily set this up with excel, but both BRT and Jazzy seem hesitant to do that.

Intelligence & Debriefing

Cues / Action Items Notes
cue note

Final Summary

A 1-2 sentence summary of the outcome of the meeting.