ZJ
Zack Judson
Founder & CEO
All bookings
Booking · bk_wesley_past1

Wesley Fraser-Jones · Rapid Impact : Blueprint Review

Tue, May 5, 2:00 PM· 30m· Google Meet

Conversation

won
6
intendedbookedpreppinglivedebriefingclosed
  1. 14d agoBooking confirmed
  2. 7d agoMeeting started
  3. 7d agoMeeting ended
  4. 7d agoTranscript ready · Scribe processed
  5. 7d ago✉️closerCloser drafted follow-up
    Drafted emailAwaiting host approval
    Subject: SOW + Salesforce egress note
    Hi Wesley, Great session today. Quick recap of what we agreed: — Phase 1: portfolio-wide triage agent, 8-week build, $48K all-in. — I'll have the SOW to you by Friday. — Reiden will get back to you Monday with the Salesforce egress approach (we have two patterns that work; want to pick the right one for Fraser-Jones). If there's anyone on the CFO side I should loop in early, send me their email and I'll bring them in directly. — Zack
  6. 7d agoFollow-up sent by host
  7. 6d agoOutcome → Closed Won

Invitee answers

company
Fraser-Jones Ventures
blueprint link
https://docs.rapidimpact.com/blueprint/fraser-jones

Host notes

Greenlit phase 1 — portfolio triage agent. Contract going out this week.