Jennifer Cummings & Ben Simon Weekly Meetings

Meeting overview

Date	Priorities	Notes, decisions and action items

Date	Priorities	Notes, decisions and action items
10/20/23	Assigning tickets to available reps Objectives for next week.	Give Jennifer Access to update pipeline permissions (Ticket Pipeline Settings (hubspot.com)) Get at least one playbook up and running. Jennifer to create the first outline of the playbook ChatBot - First Draft Revisit How we are cycling/assigning our people into Key Accounts and Customer Service especially with Out of Office or new people added



10/23/23		Set up Teams, Jennifer to provide list of members as the starting points, meeting on Thursday to review how to do this. Active Teams with special permissions for active support members for each team.

10/30/23		Follow Up on Playbooks today for template