• time in each stage (ex. why are people in client integrating for so long, what resources can we develop to decrease that time?) - faye build
• close date vs. activation date (activation duration > https://app.hubspot.com/reports-dashboard/20952561/view/10532127)
• properties sold vs. properties activated - faye build
• est. go live vs. actual go live - faye build
• properties activated monthly - pacing for yearly goal - faye build (activation duration)

Active-validating phase review

• review each account

Feedback loop - CX

Feedback loop - Sales

Review - address if any follow up items are needed

bi-weekly to start

AEs bring active validating accounts

AM bring recaps of recent completed handoffs

attendees (9)

Kalie, Bradie, Jeri, Elyse, Abby, Adeline, Zaira, Kelsey, Diana

outline of the call

Segue (15 minutes)

Each attendee says one personal highlight and one professional highlight from the last week