Meeting preparation
Client meeting · 10:30
Example data
Client request · Alex Morgan
“Could you send the updated proposal and confirm when the work could start?”
Current source
Service proposal · revision 2
This revision replaces the previous proposal. The scope is confirmed. The start date has not been agreed.
Information needed · The start date has not been agreed.
Draft for review
Hi Alex, here is the updated proposal. The start date still needs confirmation. I will check with the team before confirming it.
Saved · Next step: Confirm the proposed start date with the project lead.
