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Q3 Roadmap Planning38:12
Julia Marek
Amara Boateng
Curtis Hale
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Q3 Roadmap Planning

Today38 min6 speakersAccounts

Purpose

Quarterly roadmap session with the client. Three requests came into the call and all three left it with a date attached.▶ 0:14

What landed

  • Provisioning ships first: bulk seat import is scoped for early Q4, ahead of SSO, because it is the smaller build and unblocks the rollout sooner.▶ 9:41
  • The seat rollout has a date: the client wants the remaining twenty-five seats live before their October fiscal close; the import runs in the first week of September.▶ 14:05
  • SSO follows, done properly: named for late Q4 as its own release rather than half-shipped alongside provisioning.▶ 18:22

The rollout, in order

Devon runs the September import with Amara's team, training for the field office follows straight after, and Curtis routes the updated order form through procurement in parallel.▶ 26:48

Left open

Henrik asked whether usage reporting could land this quarter as well. It stays a candidate for the January review rather than a commitment; Julia takes it back to the product team.▶ 33:30

Action items

Add an action item
Send the client the provisioning rollout plan
Confirm training dates for the field office
Route the updated order form through procurement
Schedule the seat import for the first week of September
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YouLet me get the dates down before we move on.
ThemThe import runs the first week of the month.
YouAnd training for the field office follows it.

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Q3 Renewal Call
Today · 42 min
Vendor security review
Yesterday · PDF
How to run a renewal
Monday · YouTube
Pricing ideas, on a walk
Monday · 9 min

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Priya N.
Priya N.Product Manager
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Q3 Roadmap Planning

Today38 min6 speakersAccounts

Purpose

Quarterly roadmap session with the client. Three requests came into the call and all three left it with a date attached.▶ 0:14

What landed

  • Provisioning ships first: bulk seat import is scoped for early Q4, ahead of SSO, because it is the smaller build and unblocks the rollout sooner.▶ 9:41
  • The seat rollout has a date: the client wants the remaining twenty-five seats live before their October fiscal close; the import runs in the first week of September.▶ 14:05
  • SSO follows, done properly: named for late Q4 as its own release rather than half-shipped alongside provisioning.▶ 18:22

The rollout, in order

Devon runs the September import with Amara's team, training for the field office follows straight after, and Curtis routes the updated order form through procurement in parallel.▶ 26:48

Left open

Henrik asked whether usage reporting could land this quarter as well. It stays a candidate for the January review rather than a commitment; Julia takes it back to the product team.▶ 33:30

Action items

Add an action item
Send the client the provisioning rollout plan
Confirm training dates for the field office
Route the updated order form through procurement
Schedule the seat import for the first week of September
Was this summary helpful?

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Record
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Feedback

Q3 Roadmap Planning

Today38 min6 speakersAccounts

Purpose

Quarterly roadmap session with the client. Three requests came into the call and all three left it with a date attached.▶ 0:14

What landed

  • Provisioning ships first: bulk seat import is scoped for early Q4, ahead of SSO, because it is the smaller build and unblocks the rollout sooner.▶ 9:41
  • The seat rollout has a date: the client wants the remaining twenty-five seats live before their October fiscal close; the import runs in the first week of September.▶ 14:05
  • SSO follows, done properly: named for late Q4 as its own release rather than half-shipped alongside provisioning.▶ 18:22

The rollout, in order

Devon runs the September import with Amara's team, training for the field office follows straight after, and Curtis routes the updated order form through procurement in parallel.▶ 26:48

Left open

Henrik asked whether usage reporting could land this quarter as well. It stays a candidate for the January review rather than a commitment; Julia takes it back to the product team.▶ 33:30

Action items

Add an action item
Send the client the provisioning rollout plan
Confirm training dates for the field office
Route the updated order form through procurement
Schedule the seat import for the first week of September
Was this summary helpful?

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Tomás R.
Tomás R.Sales Lead
Translated to EnglishShow original
0:00 / 28:14
Sarah Chen0:12
Before we get to pricing — where did we land on the security review?
Marcus Reid0:19
Passed last Thursday. Their team had two questions about data residency, both answered.
Linda Park0:31
Good. Then the only open item is the seat count. They're asking for 40 up from 25.
Sarah Chen0:44
Forty works if we hold the current per-seat rate. I'd rather grow the account than win the negotiation.
Marcus Reid1:02
Agreed. I'll send the revised quote today and copy their procurement lead.
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Q3 Renewal CallToday · 42 min · 3 speakers
Security review passed, with data-residency questions resolved.0:19
The client is expanding from 25 to 40 seats at the current per-seat rate.0:31
Revised quote goes out today to procurement.1:02
ACTION ITEMS
Send revised 40-seat quote to procurementMarcus
Confirm data-residency answers in writingLinda
Update the renewal forecastSarah
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Thursday · May 28

Daily Digest

2 due today · 1 moved · 1 quiet

To do

3
From Q3 Renewal Call
Due today

Send revised 40-seat quote to procurement

Due today

Confirm data-residency answers in writing

Update the renewal forecast

Waiting on

2

Priya owes the onboarding copy deck

Design review — onboarding v3

Legal has not returned the redlined MSA

Vendor security review

Threads that moved

2
Q3 renewal

Moved from 25 to 40 seats at the current per-seat rate, after the security review passed. Procurement is the last step.

Onboarding v3

Design review settled the empty-state copy; the deck is the only thing still outstanding.

Gone quiet

1
Pilot accountno reply in 9 days

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