Notes

Notes

Name

Note

Action Items

Materials Shared

Date

Lily Lyman

Great first meeting, chatted about x, y, z, asked the following questions...

Thank you note

Follow up with data room

Oct 12, 2021

Richard Dulude

Had a quick coffee chat; discussed a, b, c topics

Send thank you note

Include #s about most recent traction

Make suggestion for 2 fun things to do while he travels to X

Oct 8, 2021

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