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Strategy call recap — March 21

Lynn wants to move forward with the annual plan. Main concern is onboarding time — she’s migrating from two legacy tools. Follow up Friday with migration checklist.

Send migration checklist
Schedule onboarding call
Linked toLynn RaeQ2 ProposalMar 21 Call

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Onboarding call notes

Mar 22 · 2 min read

Confirmed ready to go. Needs migration docs before Friday. Budget approved internally.

Context

Contact
Lynn Rae
Project
Q2 Onboarding
Booking
Onboarding call

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migration checklist3 results

Strategy call recap

CRM

Lynn wants to move forward with the annual plan...

2 days ago

Q2 Onboarding — kickoff notes

Project

Budget approved. Migration docs needed before Friday.

Mar 22

March 21 meeting notes

Booking

Annual plan discussion. Rae Lynn leads onboarding.

Mar 21

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Lynn Group Co — kickoff notes

Shared
LR
RL
Lynn Rae, Rae LynnUpdated today

Edit history

LR

Lynn Rae

Created note

Mar 22, 9:14 AM

RL

Rae Lynn

Added checklist items

Mar 22, 11:30 AM

LR

Lynn Rae

Marked 2 items complete

Mar 23, 10:05 AM

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