Brook Simmons
Sales Executive
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Meeting Notes
Subject: Meeting Wrap-up & Action Items: Jacob Jones
February 14, 2024 / 2:00 PM
Here's a quick review of our meeting with Brook Simmons and next steps. Summary:
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.
- 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
Estimated Lifetime Value
$
272
123
000
Product Usage
Churn Risk
Total Purchases