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+ Brook Simmons
+ Sales Executive
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+ Meeting Notes
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+ Subject: Meeting Wrap-up & Action Items: Jacob Jones
+ February 14, 2024 / 2:00 PM
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+ Here's a quick review of our meeting with Brook Simmons and next steps. Summary:
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+ Integration Blueprint: Draft and deliver technical blueprint. (Assigned to: Cameron Williamson)
+ Follow-up Meeting: Arrange to discuss any queries post-demo. (Assigned to: Dianne Russell) +
+ Please act on these items promptly. +
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- Reviewed our SaaS solution and its features. +
- Arlene McCoy intrigued by user experience potential. +
- Voiced concerns on integration with current system.Action Items: +
+ Integration Blueprint: Draft and deliver technical blueprint. (Assigned to: Cameron Williamson)
+ Follow-up Meeting: Arrange to discuss any queries post-demo. (Assigned to: Dianne Russell) +
+ Please act on these items promptly. +
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+ Customer Satisfaction Score
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+ Estimated Lifetime Value
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+ $
+ 272
+ 123
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