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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
Customer
Date
Meeting Summary
Follow Ups
3/31/2019
Donna, CEO found us through magazine
Will introduce us to colleague
Forward article from the WSJ about trends in the industry
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
Customer
Follow up on
Date
Send over an NDA
4/1/2019
Joe to setup intro with former colleague John
4/1/2019
Send Cameron stickers for laptop!
4/1/2019
Forward article from the WSJ about trends in the industry
3/31/2019
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Customers
Customer Name
Macmillan Utility
Cardiff Electric
Mutiny Inc.
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