Onboarding Twill Platform

Date: 2025-04-16 · Duration: 74.86000061035156 min Organizer: Nader Attendees: kyle@sellersage.co, Mike, Nader

Summary

The Product Demo and Consultation meeting focused on onboarding Kyle Hamar to the Twill platform, which integrates various e-commerce data sources for streamlined analysis. Key discussions included the challenges faced by small to medium-sized businesses (SMBs) in merging siloed data from channels like Amazon, Meta, Google, and Shopify. Michael Wright and Nader Atrchin showcased Twill’s capabilities in automating data analysis and generating marketing recommendations, despite it not being explicitly designed for marketing. Kyle connected his QuickBooks account, completed an onboarding questionnaire, and tested the platform by querying employee compensation and revenue data, while also exploring dashboard creation for visual data interpretation. Participants outlined potential future integrations with platforms such as Amazon, Shopify, and Klaviyo. Action items included sending sample QuickBooks reports for a custom dashboard and further testing of Twill’s functionalities to foster ongoing collaboration.

Action Items

• Kyle Hamar Send Nader sample reports from his current QuickBooks data to create a custom dashboard (01:11:32) Test the platform further with QuickBooks data (01:11:32) Share feedback on desired Amazon and Shopify data integrations (01:09:38)

Nader Atrchin Create a custom dashboard based on Kyle’s sample reports as a proof of concept (01:11:32) Demonstrate more integrations (Amazon, Shopify, payment data) in a future meeting (01:05:11) Whitelist Kyle’s email for platform access (17:03)

Michael Wright Check on the successful sync of QuickBooks data (51:00) Prepare for a follow-up meeting with Kyle to show additional platform capabilities (01:14:05)