AllEmailCallMeetingNote30 activities

Sent trial credentials and onboarding guide

ABAisha Bello·Atlas Logistics

Apr 4, 2025 at 3:00 PM · about 1 year ago

email

Product demo session - 45 minutes

ABAisha Bello·Atlas Logistics

Apr 4, 2025 at 1:00 PM · about 1 year ago

meeting

Confirmed renewal for 2 more years

DODavid Okonkwo·Prism Health

Apr 3, 2025 at 11:00 AM · about 1 year ago

note

Annual contract renewal meeting

DODavid Okonkwo·Prism Health

Apr 3, 2025 at 9:00 AM · about 1 year ago

meeting

Debugging session for webhook delivery issues

JWJames Whitfield·Forge Dynamics

Apr 2, 2025 at 11:00 AM · about 1 year ago

call

Sent benchmark comparison report

MWMei Wong·Lumen AI

Apr 2, 2025 at 8:00 AM · about 1 year ago

email

Workshop session on dashboard requirements

MRMarcus Rivera·Opal Finance

Apr 1, 2025 at 10:00 AM · about 1 year ago

meeting

Waiting for term sheet review from their legal team

LDLéa Dupont·Lumen AI

Apr 1, 2025 at 9:00 AM · about 1 year ago

note

Campaign performance review - 23% above target

SMSofia Martinez·Cobalt Media

Mar 31, 2025 at 4:00 PM · about 1 year ago

meeting

Reviewed and approved April content calendar

PSPriya Sharma·Cobalt Media

Mar 30, 2025 at 11:00 AM · about 1 year ago

email

Sent brief for the new landing page design

YTYuki Tanaka·Verde Studio

Mar 30, 2025 at 8:45 AM · about 1 year ago

email

Sent data export instructions for migration

NJNina Johansson·Opal Finance

Mar 29, 2025 at 12:00 PM · about 1 year ago

email

Shared Q2 campaign proposals

SMSofia Martinez·Cobalt Media

Mar 29, 2025 at 10:00 AM · about 1 year ago

email

Technical deep-dive on model architecture

MWMei Wong·Lumen AI

Mar 28, 2025 at 4:00 PM · about 1 year ago

call

Quarterly business review - discussed roadmap for Q3

ACAmara Chen·Nexus Labs

Mar 28, 2025 at 2:00 PM · about 1 year ago

meeting

Sent updated API documentation v3.2

JWJames Whitfield·Forge Dynamics

Mar 28, 2025 at 9:00 AM · about 1 year ago

email

Sent updated compliance documentation

DODavid Okonkwo·Prism Health

Mar 27, 2025 at 2:00 PM · about 1 year ago

email

Sent due diligence documents

LDLéa Dupont·Lumen AI

Mar 27, 2025 at 10:00 AM · about 1 year ago

email

Initial pitch meeting - strong interest shown

LDLéa Dupont·Lumen AI

Mar 26, 2025 at 2:00 PM · about 1 year ago

meeting

Content strategy alignment for product launch

PSPriya Sharma·Cobalt Media

Mar 25, 2025 at 2:00 PM · about 1 year ago

meeting

Sent updated proposal for platform migration

ACAmara Chen·Nexus Labs

Mar 25, 2025 at 9:15 AM · about 1 year ago

email

Walkthrough of new SDK features

RKRyan Kowalski·Nexus Labs

Mar 24, 2025 at 10:00 AM · about 1 year ago

call

Shared access to their internal style guide

MRMarcus Rivera·Opal Finance

Mar 22, 2025 at 4:00 PM · about 1 year ago

note

Intro call - walked through key features

EPElena Petrova·Atlas Logistics

Mar 22, 2025 at 3:00 PM · about 1 year ago

call

Resolved SSL certificate rotation issue

OGOliver Grant·Prism Health

Mar 21, 2025 at 4:30 PM · about 1 year ago

call

Quick sync about API rate limit concerns

ACAmara Chen·Nexus Labs

Mar 20, 2025 at 11:30 AM · about 1 year ago

call

Follow-up after conference with product overview deck

EPElena Petrova·Atlas Logistics

Mar 18, 2025 at 10:30 AM · about 1 year ago

email

Discussed brand refresh timeline

YTYuki Tanaka·Verde Studio

Mar 15, 2025 at 1:00 PM · about 1 year ago

call

Tomás mentioned he will be available again in June 2025

THTomás Herrera·Verde Studio

Feb 10, 2025 at 3:00 PM · about 1 year ago

note

Handoff complete - James is the new primary contact

LBLucas Bergmann·Forge Dynamics

Jan 15, 2025 at 9:00 AM · over 1 year ago

note