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10/17/24 Meeting


October 17 Meeting Topics
Name
Topic
Notes
Resolution/Action
Resolved?
Malformed subscription report / implications to reporting
Refreshing post cancellation survey
Do we want to bifurcate membership from supplement subscribers and collect more information on specific supplements customers have included in their plans?
@Matt Schwartz
@Kyle Humphries
to review Shayna’s draft below:

TO DO - just requested access.
Transition to Fidelitone
Who is owning the touchpoints while Garret is on leave?

Current Status
Next Steps
Matt to update spreadsheet/timeline with John
Shayna to reach out to Fidelitone with latest dates
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