JDHS
Strategy Meeting
– Dec 18, 2020Attendance
JD
Jane Doe
HS
Heidi Sorensson
Alice Partnerson
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Agenda
Do you know any business coaches?
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Hiring a new employee
Upload Employment Contract
Create a task to prepare and send an employment contract template.
Sender:Alice Partnerson
Recipient:Jane Doe
Due Date:2020-09-01
Employment Agreement Contract Automation
Send contract automation questionnaire workflow to a client
Recipient:Jane Doe
Due Date:2020-09-01
Pre-fill data:None
Summary for Memo
Internal Notes
Starting a new product line
Send Access To Patent Library
Interested in fundraising - not sure where to start
Send Access To Fundraising Library
Send Introduction
Summary & Next Steps
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Action Items
Send Introduction
Send an email introducingJane DoetoJohn Smith