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Board sync - Q2 planning
Meeting overview
We aligned launch scope and confirmed onboarding improvements as the next delivery.
Decisions
- Keep self-serve onboarding in sprint scope
- Move legal review to a parallel track
Next actions
- Product drafts onboarding checklist
- Sales shares customer objections by Friday
Let us keep launch scope focused on onboarding.
Sales needs a cleaner export workflow for customer handoff.
Legal review should run in parallel and not block launch prep.
The current handoff process takes three days. We need to get it down to same-day delivery.
Can we get a mockup of the new export flow by Thursday?
Yes, I will have something ready for the design review. I am also thinking about adding a preview step so sales can verify before sending.
Good call. That should reduce the back-and-forth we are seeing in support tickets.
Exactly. And if we add the preview, we can also surface any missing fields before they hit send.
Let us also loop in the customer success team to validate this workflow with actual users.
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Q3 Planning Meeting Summary
Generated from 47 min recording • 3 speakers identified
Key decisions
- Mobile app launch confirmed for September 15th
- Budget approved for two additional engineering hires
- Q4 roadmap review scheduled for October 1st
Discussion highlights
Team reviewed current sprint velocity and agreed capacity is sufficient for mobile launch timeline. Sarah raised concerns about QA resources.
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