[07/11/16, 9:25:52 AM] Jd Oder: Someone please look at the website stats for shift4shop
[07/11/16, 9:25:55 AM] Jd Oder: On Google analytics
[07/11/16, 9:26:14 AM] Jd Oder: And see what average session duration is for organic traffic.
[07/11/16, 9:26:32 AM] Jd Oder: We need to get that number above 2 minutes 30 seconds
[07/11/16, 9:26:52 AM] Randy Oder: It's. 1:38
[07/11/16, 9:27:02 AM] Randy Oder: That's everything.
[07/11/16, 9:27:14 AM] Jd Oder: For organic only?
[07/11/16, 9:27:39 AM] Randy Oder: Yes.
[07/11/16, 9:27:47 AM] Randy Oder: 16 pages per visit.
[07/11/16, 9:28:26 AM] Jd Oder: Ok.
[07/11/16, 9:28:27 AM] Jd Oder: Got a lot of work to.
[07/11/16, 9:28:29 AM] Jd Oder: Do.
[07/11/16, 9:28:50 AM] Jd Oder: It should improve drastically with the new website, but we may need to look at doing something fancy in the mean time.
[07/11/16, 9:29:15 AM] Jd Oder: We need to use all website traffic to convert customer.
[07/11/16, 9:29:55 AM] Jd Oder: Not sure how much sense it makes to drive a bunch of referral traffic but maybe we call Taylor and brainstorm some ideas.
[07/11/16, 9:43:29 AM] Jd Oder: How far are on you adding order approval to 3dcart?
[07/11/16, 9:44:31 AM] Randy Oder: Just getting to that. Had to finish rest of their list first
[07/11/16, 9:44:41 AM] Randy Oder: Let me ask you tho...
[07/11/16, 9:44:58 AM] Randy Oder: How do we want to handle declines from the order approval?
[07/11/16, 9:47:44 AM] Jd Oder: Same was as rebills.
[07/11/16, 9:47:53 AM] Jd Oder: We can also turn off fraud scrub.
[07/11/16, 9:48:29 AM] Jd Oder: If its going to decline a rebill, it declines the new sale.
[07/11/16, 9:48:44 AM] Jd Oder: We don't double charge a customer ever.
[07/11/16, 9:48:51 AM] Jd Oder: Same was we handle rebills today.

[08/02/16, 3:44:05 PM] ***Danielzadeh Joined the channel***
[08/02/16, 3:51:22 PM] Jd Oder: I need a server installed by end of day.
[08/02/16, 3:51:31 PM] Jd Oder: Should take a good tech 20 minutes.
[08/02/16, 3:57:07 PM] Danielzadeh: Os?
[08/02/16, 3:57:13 PM] Jd Oder: 2012.
[08/02/16, 3:57:56 PM] Jd Oder: I need it installed, secured, and updated to latest Windows updates.
[08/02/16, 3:58:07 PM] Jd Oder: And on sccm.
[08/02/16, 3:58:36 PM] Danielzadeh: Ok . doing it now in xenserver
[08/02/16, 3:58:45 PM] Jd Oder: Thank you.

[10/04/16, 11:03:04 PM] Jd Oder: Do we know the total revenue we closed today?
[10/05/16, 8:45:19 PM] ***Nate Hirshberg Joined the channel***
[10/05/16, 8:48:31 PM] Nate Hirshberg: 384 stores x 65 is about 25k plus whatever else we closed
[10/05/16, 8:52:50 PM] Jd Oder: And we were at 175k to start the month?
[10/05/16, 8:54:18 PM] Nate Hirshberg: Yeah
[10/05/16, 8:54:24 PM] Nate Hirshberg: Plus equipment
[10/05/16, 8:58:35 PM] Jd Oder: K.
[10/05/16, 9:00:38 PM] Jd Oder: Still light of our needed 1601.
[10/05/16, 9:00:45 PM] Jd Oder: With 7 down days.
[10/05/16, 9:02:07 PM] Jd Oder: So we need to figure out how to do 55k a day for remaining 19 days.
[10/05/16, 9:03:38 PM] Jd Oder: 200k needs to come from shift4shop
[10/05/16, 9:08:19 PM] Nate Hirshberg: Got it

[10/25/16, 11:00:12 AM] Jd Oder: Need to book 105k today.
[10/25/16, 11:00:26 AM] Jd Oder: 110k tomorrow and 115k Thursday.
[10/25/16, 4:43:11 PM] ***Tyle Peterson Joined the channel***

[11/04/16, 7:48:59 AM] Jd Oder: So how much recurring did we sell in shop?
[11/04/16, 7:49:18 AM] Jd Oder: It should be about 300k in mrr.
[11/04/16, 9:51:51 AM] Jd Oder: Anyone?
[11/04/16, 10:55:00 AM] Frankfurth, Taylor: Hey sorry tied up in a meeting.
[11/04/16, 11:12:14 AM] Jd Oder: 2 months in a row we don't know what shift4shop did...
[11/04/16, 11:16:16 AM] Jd Oder: Ok, so there is the master pipeline report in salesforce.
[11/04/16, 11:16:32 AM] Jd Oder: I just sorted that by close date of October.
[11/04/16, 11:16:46 AM] Jd Oder: Does not include any hw and says 96,697.
[11/04/16, 11:17:08 AM] Jd Oder: If I select all the products that say, "3dcart ", the mrr is 84,368.
[11/04/16, 11:17:45 AM] Jd Oder: So can someone confirm of deny this is accurate?
[11/04/16, 11:17:56 AM] Jd Oder: I just did the same thing for September.
[11/04/16, 11:18:19 AM] Jd Oder: And the sept report for "3dcart " comes in at 58,404.
[11/04/16, 11:18:35 AM] Jd Oder: Can someone confim this is right also?
[11/04/16, 11:18:53 AM] Jd Oder: It's the master pipeline report downloaded from salesforce.
[11/04/16, 11:19:44 AM] Jd Oder: Taylor- I don't want to rely on sales force for reporting on this.
[11/04/16, 11:19:55 AM] Jd Oder: I understand it's the best we have to go on right now
[11/04/16, 11:20:13 AM] Jd Oder: But we need a pbi report that we can get daily and validate figures.
[11/04/16, 11:21:05 AM] Jd Oder: And we shoudl cross reference this data with billing to see what actually charged to understand the falloff.
[11/04/16, 11:21:13 AM] Jd Oder: Just like any other product we have.
[11/04/16, 11:21:21 AM] Frankfurth, Taylor: Yeah 1.
[11/04/16, 11:21:29 AM] Frankfurth, Taylor: Understand and agree.
[11/04/16, 11:21:34 AM] Jd Oder: Thanks.

[11/04/16, 11:21:48 AM] Jd Oder: Can you run same report I did and verify.
[11/04/16, 11:22:05 AM] Jd Oder: The download button is on the top right.
[11/04/16, 11:22:17 AM] Frankfurth, Taylor: Do you just want me to see if my results are the same?
[11/04/16, 11:22:17 AM] Jd Oder: Then you have to sort in excel by close date and search for 3dcart.
[11/04/16, 11:22:25 AM] Jd Oder: Yeah
[11/04/16, 11:22:28 AM] Jd Oder: Very easy.
[11/04/16, 11:22:35 AM] Frankfurth, Taylor: Yes.
[11/04/16, 11:23:55 AM] Frankfurth, Taylor: Ok my total for all products with 3dcart in the product name is 85718 for October and 58404 for September.
[11/04/16, 11:25:18 AM] Jd Oder: Ok, you had same for sept.
[11/04/16, 11:25:36 AM] Jd Oder: 85,718 and I had 84,368
[11/04/16, 11:25:38 AM] Jd Oder: So close enough.
[11/04/16, 11:25:49 AM] Jd Oder: So we are super short.
[11/04/16, 11:25:59 AM] Jd Oder: And don't yet know why.

[02/13/17, 1:21:06 PM] Jd Oder: We need to cancel 100% of pl accounts.
[02/13/17, 1:21:28 PM] Jd Oder: We just got our 20th chargeback for them and some merchants we just boarded 2 months ago.
[02/13/17, 1:22:20 PM] Jd Oder: I asked you to cancel all pending Payment logistics accounts.
[02/13/17, 1:22:38 PM] Jd Oder: As clearly they are all fraudulent.
[02/13/17, 1:22:56 PM] Jd Oder: What happen to 4161939?
[02/13/17, 1:23:56 PM] Nate Hirshberg: I sent it to you this morning, I haven't heard back on what we need.
[02/13/17, 1:24:09 PM] Nate Hirshberg: Should be canceled then.
[02/13/17, 1:24:13 PM] Jd Oder: Cancel.
[02/13/17, 1:24:18 PM] Jd Oder: Why didn't you cancel it.
[02/13/17, 1:24:33 PM] Nate Hirshberg: It was submitted yesterday.
[02/13/17, 1:24:39 PM] Nate Hirshberg: Since the chargeback.
[02/13/17, 1:24:45 PM] Nate Hirshberg: We were waiting to hear on.
[02/13/17, 1:24:49 PM] Jd Oder: Cancel it now.
[02/13/17, 1:24:58 PM] Nate Hirshberg: Doing it.
[02/13/17, 1:25:23 PM] Jd Oder: Can we do anything to improve our pl portfolio, is it even mathematical possible.
[02/13/17, 1:28:17 PM] Jd Oder: So we have 2,129 in losses for 1 month.
[02/13/17, 1:28:46 PM] Jd Oder: And total pl revenue is 9k.
[02/13/17, 1:29:02 PM] Nate Hirshberg: Doesn't seem so, I have some ideas but.
[02/13/17, 1:29:04 PM] Jd Oder: So, we need to cancel pl before it gets wo.
[02/13/17, 1:29:07 PM] Jd Oder: Worse.
[02/13/17, 1:29:25 PM] Nate Hirshberg: I have not heard back on this.
[02/13/17, 1:29:35 PM] Jd Oder: Cancel it.
[02/13/17, 1:29:47 PM] Jd Oder: And email Steve that all pending are canceled.
[02/13/17, 1:30:19 PM] Nate Hirshberg: On it.
[02/13/17, 1:33:33 PM] Jd Oder: Also, please send me a report of what's left in pl's portfolio because I want to cancel it all before we get more chargebacks.

[04/04/17, 8:29:56 AM] Jd Oder: What happened to 3dcart sales?
[04/04/17, 8:30:04 AM] Jd Oder: We only sold 16k in recurring?
[04/04/17, 9:50:23 AM] Jd Oder: Any idea?
[04/04/17, 10:07:07 AM] Jd Oder: How could they possible only sell 16k in Mrr?
[04/04/17, 10:07:13 AM] Jd Oder: They do that in a week.
[04/04/17, 10:23:37 AM] Frankfurth, Taylor: From what I am seeing, it looks like a timing issue.
[04/04/17, 10:23:42 AM] Jd Oder: Explain.
[04/04/17, 10:23:55 AM] Frankfurth, Taylor: Let me put something together to show you real quick.
[04/04/17, 10:24:02 AM] Frankfurth, Taylor: Will send in just a few.
[04/04/17, 10:24:07 AM] Jd Oder: Ok.
[04/04/17, 10:27:34 AM] Jd Oder: What was added to billing for recurring?
[04/04/17, 10:41:32 AM] Jd Oder: Are you fudging numbers?
[04/04/17, 10:42:01 AM] Frankfurth, Taylor: I am not fudging numbers.
[04/04/17, 10:42:13 AM] Frankfurth, Taylor: I am just sending you the data to review.
[04/04/17, 10:42:17 AM] Frankfurth, Taylor: One moment.
[04/04/17, 10:43:00 AM] Jd Oder: We can't have sales force say one thing, reality be something else.
[04/04/17, 10:43:18 AM] Jd Oder: And then try to spend hours figuring out how to peice reality back together.

From: Jared Isaacman
Sent: Tuesday, April 25, 2017 4:29 PM
To: J.D. Oder
Cc: Kyle Lutteroty; Sam Bening; 'Mike Linder'
Subject: RE: Projections

JD,

I've been through this many times before. Please take a look at the attached historical support.
I understand that when you look at any one month that is may cause frustration, but on the
whole we have always delivered and exceeded.

I want to go through this in detail tomorrow afternoon, but am asking you to take a deep breath,
come up with a plan to close the gaps and we will do it.

We are going to come in at $1.98-$2.1.m for the month on residual and that is almost 50% growth
from last year same month. If we can figure out how to get creative accounting on merchant
accounts for Q1 we will do this no problem.

We have.a lot of tail winds as well with Harbortouch, Restaurant Manager and all of 3D Cart, you
just need to stay positive.

Let's regroup on calls tomorrow.

Thanks,
Jared

> -----Original Message-----
>From: J.D. Oder [mailto:j.d.oder@shift4.com]
>Sent: Tuesday, April 25, 2017 3:53 PM
>To: Jared Isaacman
>Cc: Kyle Lutteroty; Sam Bening; 'Mike Linder'
>Subject: Projections
>Jared,
>   I am not sure where Kyle is getting his data, why its so slow, or how we
>can miss projections worse than ever before, despite having the largest quarter
>in company history. Someone is either clueless or lying. Either option is
>ridiculous.
>
>I sent emails about this weeks ago, so there should be no surprise.
>1)  $914k.
>Rev for Q1 was $425k from hardware and 1839 merchants. This does not >include POS,
>Restaurant Manager, or 3d Cart, or any additional setup, conversion, or >additional
>fees that could have easily added 10-20% to our bottom line. Kyle has April >mid-
>month trending at
>This takes the Q1 average of $231 rev per merchants to $159.
>Either our merchants in April are 32% small than Q1, or Kyle's data gathering
>is off.
>2)  I told Taylor to get me 3d cart numbers, because something did not seem
>right. We have 1 sales person for ft, 1 pt, and 2 temps. They billed $45k in >new
>MRR for March. This takes our average of $95k for January and February,
>and cuts it in more than m, with 4 people.
>3)  POS- We launched on April 1st. We should have done all of March numbers
>at a minimum, as the pipeline was full. Based on all of Q1 numbers, we
>should have done near $400k. Kyle has use at $190 with NO POS sold the
>first 2 weeks. The is either wrong, or we are worse at selling POS than >anyone
>could have ever predicted...
>4)  Restaurant Manager- I have asked for months for better reporting. I told
>Sam specifically last week to make sure we got accurate numbers. We are    >not
>even close to expectation on this product.
>
>I understand it will take 2-3 months for merchants to ramp, but 90% of Q1
>merchants should be processing at near full volume. If you do not have a >real
>reporting issue, then you created a "new merchants get out clause" by selling >all
>merchants a free terminal before the deadline. Either way, merchants should >be
>processing.
>
>I am sure you are going to point out my revenue is down too.
>My March Rev was $50k.
>Kyle has me down $86.
>This means that I would have $11k in residuals per month, or be the
>lowest performing ISO in history.
>
>The solution here is to get better reporting, quicker, and understand what is
>happening to our business.
>>
>>
>>>J.D. Oder II ***
>>>Chief Technology Officer ***

From: J.D. Oder
Sent: Tuesday, April 4, 2017 10:41 AM
To: Taylor Frankfurth
Subject: RE: March Sales - 3dcart

Are you fudging numbers?

________________________________________
From: Frankfurth, Taylor
Sent: Tuesday, April 4, 2017 10:42:01 AM
To: Jd Oder
Subject: RE: March Sales - 3dcart

I am not fudging numbers. I am just sending you the data to review. One moment.

________________________________________
Original Message:
From: J.D. Oder
Sent: 4/4/2017 10:26 AM
Subject: RE: March Sales - 3dcart

What was added to billing for recurring?
________________________________________
From: Frankfurth, Taylor
Sent: Tuesday, April 4, 2017 10:23:37 AM
To: Jd Oder
Subject: RE: March Sales - 3dcart

From what I am seeing, it looks like a timing issue.
________________________________________
Original Message:
From: J.D. Oder
Sent: 4/4/2017 9:23 AM
Subject: RE: March Sales - 3dcart

Explain
________________________________________
From: Frankfurth, Taylor
Sent: Tuesday, April 4, 2017 9:50:02 AM
To: Jd Oder
Subject: RE: March Sales - 3dcart

Let me put something together to show you real quick. will send in just a few.
________________________________________
Original Message:
From: J.D. Oder
Sent: 4/4/2017 9:18 AM
Subject: RE: March Sales - 3dcart

Ok

________________________________________
Original Message:
From: J.D. Oder
Sent: 4/4/2017 9:07 AM
Subject: RE: March Sales - 3dcart

Any Idea?
________________________________________
Original Message:
From: J.D. Oder
Sent: 4/3/2017 5:12 PM
Subject: March Sales - 3dcart

How could they possible only sell 16k in mrr? They do that in a week
________________________________________