Meetings (1)
Apr 20 5:01PM
Action Items (11)
Apr 27, 2026
Identify customer references for Rough Notes article
pending_review · View Meeting
Apr 27, 2026
Follow up on enterprise account from conference
pending_review · View Meeting
Apr 27, 2026
Send webinar collateral documentation to Justin
done · View Meeting
Apr 27, 2026
Discuss Gallagher medical malpractice feature request with sales
pending_review · View Meeting
Apr 27, 2026
Investigate life insurance course development
done · View Meeting
Apr 27, 2026
Create running list of customer feedback on seat management
done · View Meeting
Apr 27, 2026
Develop win-back customer strategy
pending_review · View Meeting
Apr 27, 2026
Plan hyper-specific landing page deliverables
pending_review · View Meeting
Apr 27, 2026
Discuss intervention check automation with Patrick
done · View Meeting
Apr 27, 2026
Attend green lighting session
pending_review · View Meeting
Apr 27, 2026
Improve cross-functional communication process
pending_review · View Meeting