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Account management

topic
2 meetings, 6 action items
Meetings (2)
Action Items (6)
Apr 6, 2026
Send Slack note with meeting date for recording
done · View Meeting
Apr 6, 2026
Review meeting recording and provide feedback plan
done · View Meeting
Apr 6, 2026
Document additional service packages for clients
done · View Meeting
Apr 6, 2026
Establish standard pre-client meeting preparation process
open · View Meeting
Apr 6, 2026
Audit and update Teamwork project management system
open · View Meeting
Apr 6, 2026
Clarify account manager roles and responsibilities
open · View Meeting