Tasks

5

Pending

1

In Progress

1

Overdue

1

Completed

Overdue (1)

Send ROI presentation to Daniel Wright

CFO requested detailed ROI breakdown

high
30/11/2024
ETEmma Thompson
overdue

In Progress (1)

Prepare proposal for Rolls-Royce

Include technical specifications and pricing options

high
05/12/2024
JWJames Wilson
in progress

Pending (5)

Follow up with Charlotte Davies

Send contract revision and schedule signing call

high
02/12/2024
SMSarah Mitchell
pending

Schedule discovery call with Sage

Coordinate with Harry Walker for initial meeting

medium
03/12/2024
ETEmma Thompson
pending

Review ARM contract terms

Legal feedback on multi-year agreement

medium
08/12/2024
SMSarah Mitchell
pending

Onboarding kickoff with Legal & General

Schedule implementation team intro call

medium
10/12/2024
SMSarah Mitchell
pending

Quarterly review with Arup

Review usage metrics and expansion plans

low
15/12/2024
JWJames Wilson
pending

Completed (1)

Update CRM data for Intercom

Add new contacts from recent meeting

low
01/12/2024
JWJames Wilson
completed