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Michelle Helmholz
Christa A. StephensMichelle HelmholzChrista A. Stephens
Daniel T. Anderson
Trevor J. GlischChrista A. StephensTrevor J. Glisch
❗Handling of Aggregators in ISP QualificationSandler Partners providing quotes for AT&T, CenturyLink, etc. - how do we handle this with the new Vendor Portal/ Vertical Qualification process?CCRM OTA Failover Data and Automation IssuesPriority ListDiscuss Action Items / follow-up communicationIdea CatalogIncrease Lucid Licenses?Thurs Show & Tell Agenda
Trevor J. GlischTrevor J. GlischMichelle Helmholz
4/10/2023
Monday - 10:30 CT - 11:30 CT
Meeting Date: 4/10/2023
4/10/2023
Attendees: , , ,
@Christa A. Stephens
@Trevor J. Glisch
@Daniel T. Anderson
@Michelle Helmholz
Action Items 9
Done
Task
Owner
Due date
Created Date
Resend CSAT Survey for Q2 in June
7/7/2023
4/10/2023
Setup call with Kyle and Dan to discuss Sandler — from here Dan will create action items of what needs to added to the data structure (if anything)
4/14/2023
4/10/2023
Review CSAT survey + come with action items
4/24/2023
4/10/2023
Present Plan of Action to of new Backlog methodology
5/15/2023
4/10/2023
Clean up Lucidcharts users and purchase more if necessary
4/12/2023
4/10/2023
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Agenda
Announcements / Updates from FOC
Priority Changes / Escalations
Discussion topics
Other Open Action Items List 3
Done
Task
Owner
Due date
ETS Bulk Added > Touchbase with Brandon on expected time frame
12/18/2023
Front-end: Temp to perm(?)
Service Picks > Attach any Vendor after it has been submitted
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