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--- Meeting Date: Unknown Meeting Type: 1x1 Note Type: Summary Attendees: - Scott Warner - Angela McMahan --- ## 1. Meeting Summary I met with Angela to review several active items tied to warranty updates, tool registration flow, SAP support for Fan Shop/reconciliation work, and Canadian dealer data requirements. The biggest topic was aligning the revised warranty card language with the legal changes already in progress. I told her I want to verify the proposed wording against what Matt Mills is drafting so the card accurately reflects the updated warranty structure, including how we handle accessories and consumables. My view is that the direction is good, but we need the final language and registration flow to match the broader legal and operational changes underway. We also discussed the registration experience and the current web path being used. Angela walked through the current customer journey, and it is clear the existing path is functional but cluttered. We agreed the immediate link may remain in place for now, but we need a more deliberate North America and US-specific approach before launch, especially because printed materials are already in market and any URL change has ripple effects. I noted that HQ should be able to geolocate US traffic and route it appropriately, which could help simplify the experience without disrupting existing materials too quickly. On timing, I gave Angela a working target of wrapping the warranty/legal work in June and aiming for a summer launch, potentially around August 1. I also flagged that this effort ties to a separate legal project involving a product liability case and our agreements with Festool GmbH, so it makes sense to coordinate all of this at the same time rather than treat the warranty update in isolation. Angela also raised concerns from Michael Magnuson regarding reconciliation work tied to Fan Shop and the broader Ecommerce Tools effort. The issue is lack of reliable SAP support because testing is happening in an environment that is not actively maintained. I told her I would look into accelerating SAP support, potentially by bringing Ashley Boider back in a support role, since both her team and Shawn are feeling the strain. That seems like a practical step if we want to keep this project moving. On Canadian dealer registration data, I confirmed I had already pushed the question to legal. My expectation is that dealers in Canada will need either updated language in the Canadian SBA or a separate agreement to authorize sharing data with us. I told Angela I expect feedback this week. We also touched on marketing claims for the summer cordless launch. I agreed with Angela's push to avoid being more conservative than HQ when the underlying substantiation is close and we are using an appropriate performance disclaimer. I told her I was comfortable with "2x faster charging time" rather than "up to 2x" given the data point was 49 percent and the disclaimer covers application variability. More broadly, the conversation reinforced that Angela is stepping into a more strategic commercial leadership role. I shared positive feedback I had heard from Matt Howard and also talked through the larger internal discussion about making marketing a stronger partner in business direction, not just execution. There is clearly still a structural gap in visibility around sales performance, planning, and decision-making, and I agree with her that we need to improve that if marketing is going to influence outcomes in a meaningful way. ## 2. Attendee List - Scott Warner - Angela McMahan ## 3. Action Items - [Scott] Review Angela's revised warranty card language against the legal draft Matt Mills is preparing to ensure consistency with the updated warranty framework. - [Angela] Send me the revised warranty card file with comments preserved so I can see her intent and proposed edits in context. - [Scott] Confirm whether "limited" and "comprehensive" are the correct final warranty terms for customer-facing materials. - [Scott] Continue coordinating with Dave and legal on final warranty plan changes and related agreement updates with Festool GmbH. - [Scott] Follow up on the tool registration URL strategy and coordinate with Angela, John, and HQ on the best long-term link structure. - [Scott] Explore whether HQ can geolocate US visitors and route them automatically to a cleaner US-specific registration experience. - [Angela] Prepare her team for a summer rollout of the revised warranty/registration materials, with phased handling of printed materials if needed. - [Scott] Review Michael Magnuson's note regarding reconciliation and SAP support needs for Fan Shop/Ecommerce Tools. - [Scott] Discuss with Amity whether Ashley Boider can be brought in, at least temporarily, to provide SAP support and relieve current bottlenecks. - [Scott] Get back to Angela on what SAP support can be made available and when. - [Scott] Provide Angela and Philip legal feedback on Canadian dealer data sharing requirements. - [Scott] Continue tracking legal review for Canada, including whether this should be handled through the Canadian SBA or a separate agreement. - [Scott] Let Angela know if John or Christine provide feedback on the revised raffle/allocation wording I sent. - [Scott] Provide Angela feedback on the revised SMSC concept she sent over. - [Scott/Vera] Continue working on a storage solution for Angela's team/materials. ## 4. Relevant Timelines - Summer launch target for revised warranty program and materials. - June target to wrap warranty/legal work if possible. - Potential launch date discussed: August 1. - [Scott] Canadian dealer data legal feedback expected sometime this week. - [Scott] Follow-up needed with Angela on SAP support timing after reviewing Michael Magnuson's escalation. - Robert is out next week, which may affect timing on warranty coordination. ## 5. Additional Notes - The revised warranty card is directionally strong, but some of the draft content appears to have been filler from the agency and needs legal validation before use. - One important legal/operational goal is ensuring warranty language properly addresses accessories and consumables where defects are involved. - The current registration experience is usable but cluttered. That is likely to become a bigger issue as updated materials go live. - Printed materials already in market create a practical sequencing issue. We need to align digital changes with reprint timing rather than change URLs piecemeal. - Angela shared that marketing is already moving toward a "Festool North America" identity in channels like YouTube and TikTok, while web will likely remain separated due to pricing differences between the US and Canada. - I noted that the warranty update also connects to a current lawsuit and broader effort to improve the agreement structure between the US organization and Festool GmbH. - Fan Shop/reconciliation delays appear to be less about willingness and more about lack of stable SAP support and ownership in an undermaintained environment. - I gave Angela clear support on using stronger launch claims where substantiation exists and the disclaimer is in place. We should not be materially more conservative than HQ without a reason. - I shared positive feedback from Matt Howard about Angela's planning and preparedness. My sense is leadership is starting to see more value in marketing as a strategic business partner, not just a creative/execution function. - Angela raised a valid concern that marketing cannot fully influence performance without more visibility into the sales plan, monthly miss drivers, and account-level issues. I agree with that concern. - I also noted internally that we continue to need more legal support capacity. That remains a recurring operational constraint across multiple projects.
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