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Workshop #1 - Overview

Recap - What We Discussed
Business Blocks
Existing Core Clients
Positioning
Persona Exercise

What We Missed in Workshop #1
Discuss Short-term strategies
Core Client, Account Playbook (In-Production)


Sunday Afternoon Action Items from Workshop #1
Review Joe’s Notes from all 4 categories listed above
Comment or approve notes

Sunday Afternoon Action Items / Prep for Workshop #2
Prep for Workshop #2
TBD

Workshop #2 - Topics



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