Create overview doc for distributed client pipeline update

Status

Not started

Owner

Brent

Grouping

Outreach

Notes

Created time

Sep 24, 2024 2:43 PM

Last edited time

Sep 24, 2024 3:51 PM

Created by

Brent Packer

Last edited by

Brent Packer

Management

Proposal:

• Initial input: Fillout form (integration with Notion) for community member to input the information about client outreach directly to CRM
• Ongoing updates: Have dedicated people from Client Circle follow up with client owners to document updates and nudge action

Revised proposal:

• Distributed updates on Notion and client owners updating live
• Info on client names
• Default is client company / company names
• NDAs?
• Only smaller group?

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Comments

• Peter: Process may be a bottleneck for ongoing update person (e.g., Brent) to be doing the updates
• Tengiz: Normal way of working is to have people update pipeline on their own