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Customer Meeting Notes & Follow Ups
Customer Meeting Notes & Follow Ups
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Meeting Summaries & Follow Ups
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Meeting Summaries
4
Customer
Date
Meeting Summary
Follow Ups
1
Mutiny Inc.
3/31/2019
Donna, CEO found us through magazine
Will introduce us to colleague
Forward article from the WSJ about trends in the industry
2
Macmillan Utility
4/1/2019
Cameron, TPM found out about us
Joe, her boss, wanted a demo after seeing more team members use the product
Need to send them NDA ASAP! ❗️
Send over an NDA
Joe to setup intro with former colleague John
Send Cameron stickers for laptop!
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Follow Ups
1
Customer
Follow up on
Date
1
Macmillan Utility
Send over an NDA
4/1/2019
2
Macmillan Utility
Joe to setup intro with former colleague John
4/1/2019
3
Macmillan Utility
Send Cameron stickers for laptop!
4/1/2019
4
Mutiny Inc.
Forward article from the WSJ about trends in the industry
3/31/2019
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Customers
0
Customer Name
1
Macmillan Utility
2
Cardiff Electric
3
Mutiny Inc.
There are no rows in this table
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