Tasks
4 overdue · 5 due today · 16 upcoming
Today’s progress: 1 of 6 done
Overdue4
Share ROI model with Bluefin
AO4 days overdueHigh priorityEmail4 days overdueHigh priorityAOCall Cole Patterson about budget
PN4 days overdueLow priorityCall4 days overdueLow priorityPNSend demo recap to Wrenfield
SA1 day overdueMedium priorityEmail1 day overdueMedium prioritySAUpdate close plan for Lumenfield
MC1 day overdueMedium priorityTo-do1 day overdueMedium priorityMC
Today5
Send revised proposal to Copperbay
JE11:00 AMHigh priorityEmail11:00 AMHigh priorityJESend order form to Juniper & Vale
AO2:00 PMHigh priorityEmail2:00 PMHigh priorityAOWeekly pipeline review
JE3:00 PMMedium priorityMeeting3:00 PMMedium priorityJEFollow up on Pebblestone trial
SA4:30 PMLow priorityEmail4:30 PMLow prioritySAPrep redlines for Marlowe legal call
JE5:00 PMHigh priorityTo-do5:00 PMHigh priorityJE
Upcoming16
Wed, Sep 30
Redlines call with Marlowe legal
JE10:00 AMHigh priorityMeeting10:00 AMHigh priorityJEPricing call with Tessellate
AO1:30 PMMedium priorityCall1:30 PMMedium priorityAOMap stakeholders at Solace
AOAny timeLow priorityTo-doAny timeLow priorityAOSend intro deck to Driftwood
AOAny timeLow priorityEmailAny timeLow priorityAOThu, Oct 1
Proposal review with Brightfold CFO
PN9:30 AMHigh priorityMeeting9:30 AMHigh priorityPNDiscovery call with Saltmarsh
SA11:00 AMMedium priorityCall11:00 AMMedium prioritySATechnical deep-dive with Northpeak
PN2:00 PMMedium priorityMeeting2:00 PMMedium priorityPNFinal pricing call with Lumenfield
MC4:00 PMHigh priorityCall4:00 PMHigh priorityMCFri, Oct 2
Scoping workshop with Orchard Lane
JE10:00 AMMedium priorityMeeting10:00 AMMedium priorityJEProposal walkthrough with Oakhaven
SA1:00 PMMedium priorityMeeting1:00 PMMedium prioritySAQualify budget with Kestrel Air
MCAny timeLow priorityCallAny timeLow priorityMCMon, Oct 5
Chase procurement sign-off at Meridian
PNAny timeHigh priorityTo-doAny timeHigh priorityPNPartner intro call with Ironbark
PNAny timeMedium priorityCallAny timeMedium priorityPNBook demo with Fernhill registrar
JEAny timeLow priorityEmailAny timeLow priorityJETue, Oct 6
Complete Halcyon security questionnaire
MCAny timeMedium priorityTo-doAny timeMedium priorityMCWed, Oct 7
Legal review of Quillstone MSA
MCAny timeMedium priorityTo-doAny timeMedium priorityMC
Kickoff call with Pinecrest
PNSep 24Medium priorityCallSep 24Medium priorityPNQualify Driftwood inbound lead
AOSep 28Low priorityTo-doSep 28Low priorityAOLog call notes from Anika Rao
MCTodayMedium priorityCallTodayMedium priorityMC