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4/10/2023

Monday - 10:30 CT - 11:30 CT

Meeting Date:
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
❗Handling of Aggregators in ISP Qualification
Sandler 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 Issues
Discussion topics
Priority List
Radical Candor Book Club ()
CSAT Survey Results (
)
Discuss Action Items / follow-up communication
Idea Catalog
Summit content
Increase Lucid Licenses?
Thurs Show & Tell Agenda

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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