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MB

Kickoff talking points 11:42

Confirm owners, share the brief and lock Friday as the first review.

SB

Client call reminders 09:18

Bring the timeline, the open questions and who signs off each deliverable.

LV

Ideas for Q2 campaign Yesterday

Call the client before noon and send the recap the same day.

MB

Pricing notes Yesterday

Share the brief with the team

SB

Onboarding questions Mon

Lock Friday 10:00 for the review

LV

Follow-up after the demo Mon

Send the recap to the client

Kickoff talking points

Confirm owners, share the brief and lock Friday as the first review.

Bring the timeline, the open questions and who signs off each deliverable.

Next steps

Share the brief with the team

Lock Friday 10:00 for the review

Send the recap to the client

MB SB

Client call reminders

Call the client before noon and send the recap the same day.

Bring the timeline, the open questions and who signs off each deliverable.

Lock Friday 10:00 for the review

Share the brief with the team

SB Private

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Note	Privacy	Stakeholders	Updated	Owner
Kickoff talking points	Public	MB SB	11:42	MB
Client call reminders	Private	SB	09:18	SB
Ideas for Q2 campaign	Public	LV MB	Yesterday	LV
Pricing notes	Public	MB SB LV	Yesterday	MB
Onboarding questions	Private	SB	Mon	SB
Follow-up after the demo	Public	LV	Mon	LV

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Kickoff talking points

MB SB Marco B. Private Save

Project kickoff

Confirm owners, share the brief and lock Friday as the first review.

Bring the timeline, the open questions and who signs off each deliverable.

Next steps

Share the brief with the team

Lock Friday 10:00 for the review

Send the recap to the client

Call the client before noon and send the recap the same day.

Connections · 2 Project Contact

Notes