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Meeting overview

  • Meeting goals

  • Key attendees

  • Processes

✅ Open action items

📝 Meeting minutes

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

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