JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
Skip to content
Intuilize Buyers Journey Project
Overview
To-do list
Project Documents
Supporting Data
Meeting Notes
More
Share
Explore
To-do list
Please update the tasks below on a regular basis.
Clear template
Add task
To-do list
To-do list
Due Date
Task
People
Team
Done
Key Task
Comment
Due Date
Task
People
Team
Done
Key Task
Comment
3/23/2022
Send through interview questions
Stefania Sigurdson Forbes
Marketing
Complete
3/23/2022
Send through the interview requests
Stefania Sigurdson Forbes
Marketing
Complete
3/28/2022
Get Intuilize Personas
Stefania Sigurdson Forbes
Sales and Marketing
Complete
3/28/2022
Introduce MDM
PS
Phil Samuels
Sales & Marketing
Complete
3/30/2022
Meet with MDM
Stefania Sigurdson Forbes
Sales & Marketing
Complete
3/31/2022
Collect Materials
Complete
3/31/2022
Get list from MDM
Sales & Marketing
Cancelled
4/1/2022
Schedule Interviews
Operations Team
Complete
4/8/2022
Complete Interviews
Stefania Sigurdson Forbes
Marketing
Complete
4/19/2022
Present Customer Journey Map
Stefania Sigurdson Forbes
Sales & Marketing
Complete
4/20/2022
Complete Project
Complete
4/25/2022
Complete and Document Interviews
Complete
4/25/2022
Start message testing project
Stefania Sigurdson Forbes
Complete
5/2/2022
Create Positioning, and 3 draft messages
Stefania Sigurdson Forbes
Complete
5/4/2022
Approve Positioning, and 3 draft messages
N
nelson@intuilize.com
Complete
5/6/2022
Get 6 interview recipients (2 Patricks, 2 Brians)
D
daniel@intuilize.com
M
mahesh@intuilize.com
In Progress
5/16/2022
Complete interviews
Stefania Sigurdson Forbes
To Begin
5/20/2022
Present finals
Stefania Sigurdson Forbes
To Begin
There are no rows in this table
Interview List
Interviews
Interviews
Date
Profile
Name
Company
Complete?
Notes
Date
Profile
Name
Company
Complete?
Notes
3/22/2022
Nick Marx
Mars Suppy
Interview with Nick went will - may do an interview with another person from the organization. My recorder was not working on this day.
4/8/2022
Jason Looft
WinzerUSA
Jason was an enthusiastic marketing person that I met with.
https://recordings.tapeacall.com/t/Eh7JTnnwf7kQ
4/8/2022
Jim Derry
Field Fastener
Jim is the owner of Field Fastener. He asked for Zach to be on the call as well. Recording:
https://us06web.zoom.us/rec/share/rsnaK_Ez4S9kKNGQVot-mDjqUOWJsiQ3We7Rh-vvq2tx-5PTpz2D-4zsmAuqql3-.wrCdztvK84LpvWtg
4/8/2022
Zach Barr
Field Fastener
Zach is an analyst that attended the meeting with Jim. Recording is on Jim’s file.
4/12/2022
Joe Phiefer
Birmingham Fastener
Joe is a current customer with Birmingham fastener.
4/18/2022
Mike Butler
Butler Bros
Mike is a prospective customer from Maine. You can see a recording here:
https://recordings.tapeacall.com/t/Gb3XszDDZyDZ
There are no rows in this table
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
Ctrl
P
) instead.