Meeting: Partner check-in (internal) — Feb 1
Attendees: Partner, EM (Asha), WSLs (Ravi, Mina, Leo, Nina, Omar)
Asha: Quick update — we’re on track for steerco v1 on Thursday. Biggest risk is the finance extract.
Partner: Let’s make a call on scope today. I want us to focus the first wave on Segment B. Segment C can be deprioritized for now.
Leo: Noted. That affects the executive summary and storyline.
Partner: Yes. Leo, please update the steerco storyline (v1) and exec summary to reflect Segment B focus. I want a draft by Feb 3 EOD.
Leo: Got it.
Mina: For the revenue model, we need updated assumptions on conversion and churn for Segment B.
Partner: Mina, update the baseline revenue model with Segment B assumptions and have a first cut by Feb 4.
Mina: Will do.
Ravi: On customer work — interview guide is in progress.
Partner: Ravi, I’d like the interview guide ready by Feb 3 so we can start outreach immediately.
Asha: Data request is blocked — Finance hasn’t responded.
Partner: We can’t wait. Asha, escalate the finance data extract request today and propose a 24-hour turnaround. If needed, I’ll ping the CFO sponsor.
Asha: OK. I’ll update the plan and send the request right after this.
Nina: Competitor benchmark — we can reuse last year’s table but need two new peers added.
Partner: Nina, add two peers and a “why these peers” note. Keep due date Feb 6.
Omar: Current-state process map can be done after we confirm the metric definitions.
Partner: Fine — but keep it moving. Ravi, confirm the 'active customer' definition by Feb 2 if possible.
Asha: Next steps — I’ll schedule the client working session for Tue/ Wed.
Partner: Great. Make sure the invite includes the analytics lead.