Action Items

What's next, precisely.

13 open · 3 overdue

group

space

demo state

Overdue

Send revised two-tier proposal (core + analytics seats) to Alex & Rae.
@devin·due Fri Jul 4 · overdue·Northwind — Q3 pricing sync
Sales
Reference-check Leah — 3 designers she's worked with.
@priya·due Thu Jul 2 · overdue·Sr. Designer — debrief
Hiring
Send Northwind security review recap to their compliance team.
@sam·due Wed Jul 1 · overdue·Northwind — security review
Sales

Confirm Frankfurt region GA date with Sam; reply in writing to Alex.
@maya·due Wed Jul 9·Northwind — Q3 pricing sync
Sales
Verify Okta SAML/SCIM readiness on current release.
@sam·due Mon Jul 7·Northwind — Q3 pricing sync
Sales
Write up Q3 notes-v3 scope note (offline sync out) and drop in Product space.
@sam·due Mon Jul 7·Product weekly — roadmap review
Product
Book Atlas Health onboarding kickoff calendar series with Jordan.
@ana·due Tue Jul 7·Atlas Health — kickoff
Customer Success
Send Beacon security packet (SOC2, pen test report).
@devin·due Tue Jul 8·Beacon — discovery call
Sales
Loop Priya into hiring debrief write-up for Leah.
@maya·due Mon Jul 6·Sr. Designer — debrief
Hiring
Draft Q3 leadership offsite agenda.
@maya·due Fri Jul 11·Leadership weekly
Leadership
Publish design review notes for Notes v3 into Product space.
@priya·due Mon Jul 6·Design review — Notes v3
Product

Follow up with Orbital on renewal pricing — Omar to confirm seat count.
@ana·due Wed Jul 15·Orbital — renewal check-in
Customer Success
Schedule Atlas Health QBR readout with Jordan's CFO.
@ana·due Fri Jul 17·Atlas Health — mid-quarter QBR
Customer Success

Close out done: send calendar invite for Northwind procurement Tue.
@devin·due Thu Jul 3·Northwind — Q3 pricing sync
Sales