Engage

Activities

A shared timeline of the conversations moving your relationships forward.

Recent team activity

Discovery call with Olivia Park at Northstar Labs

Maya Chen · Yesterday · Northstar expansion

Proposal shared with Ethan Brooks

Alex Morgan · This week · Brightside Health

Follow-up scheduled with Meridian Studio

Jordan Lee · This week · Meridian annual plan

Follow-up due: Send revised proposal

Maya Chen · Nov 12 · Northstar expansion

Follow-up due: Share implementation timeline

Alex Morgan · Nov 13 · Customer insights platform

Follow-up due: Prepare discovery questions

Jordan Lee · Nov 14 · Meridian annual plan

Completed: Confirm stakeholder list

Maya Chen · Nov 11 · Folio team rollout