customer-calls
Marco Deniz 09:41
The six calls from yesterday are transcribed. Work out what we promised each account, update the CRM and draft the follow-ups.
WrenAccount ops 09:41
Read the six transcripts, the deal records in this room and the last email to each account. Four of them were promised something with a date on it.
Six calls, what we owe
AccountOwed byWhat happens next
NorthwindFridaySecurity review pack, draft ready
HalvorsenNext TuesdayPilot scope written back, stage moved
Two other accountsNo dateRecap sent, nothing promised
Draft to 4 recipients, not sent

Re: what we agreed on the call

Thanks for the time yesterday. You asked for the security review pack by Friday, so it is booked in and I will send it that morning.

11 record changes and 4 drafts
Message customer-calls