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Julia Marek
Amara Boateng
Curtis HaleQ3 Roadmap Planning
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
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Q3 Roadmap Planning
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
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Q3 Roadmap Planning
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
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To do
3Send revised 40-seat quote to procurement
Confirm data-residency answers in writing
Update the renewal forecast
Waiting on
2Priya owes the onboarding copy deck
Design review — onboarding v3Legal has not returned the redlined MSA
Vendor security reviewThreads that moved
2Moved from 25 to 40 seats at the current per-seat rate, after the security review passed. Procurement is the last step.
Design review settled the empty-state copy; the deck is the only thing still outstanding.
Gone quiet
1Your contacts build themselves.
Every meeting adds to a contact card: role, company, history. CraftNote learns each voice, so transcripts name who said what.




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