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Q2
4/10/2023
Monday - 10:30 CT - 11:30 CT
Meeting Date: 4/10/2023
4/10/2023
@Christa A. Stephens
@Trevor J. Glisch
@Daniel T. Anderson
@Michelle Helmholz
Action Items 9
Done
Task
Owner
Due date
Created Date
1
Resend CSAT Survey for Q2 in June
7/7/2023
4/10/2023
2
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
3
Review CSAT survey + come with action items
4/24/2023
4/10/2023
4
Present Plan of Action to of new Backlog methodology
5/15/2023
4/10/2023
5
Clean up Lucidcharts users and purchase more if necessary
4/12/2023
4/10/2023
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Agenda
Other Open Action Items List 3
Done
Task
Owner
Due date
1
ETS Bulk Added > Touchbase with Brandon on expected time frame
12/18/2023
2
Front-end: Temp to perm(?)
3
4
Service Picks > Attach any Vendor after it has been submitted
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