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Notes

Contextual notes attached to contacts and companies.

8 notes

Pinned

Q1 strategy discussion

Sarah mentioned interest in expanding the partnership into Southeast Asia. Wants a revised proposal focusing on logistics and tech. Follow up before end of March.

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SJ

Sarah Johnson

Apex Holdings

RW

Mar 18, 2026

Brussels visit key takeaways

Ingrid flagged that new EU policy briefs are expected in April. She is open to co-authoring a response paper. Need to loop in the publications team.

#depol
IH

Ingrid Hoffmann

Meridian Policy Institute

AF

Mar 15, 2026

All Notes

Product demo feedback

Daniel was impressed with the procurement module. Main concern is integration with their existing ERP. He requested a technical spec document.

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DC

Daniel Cruz

Solara Energy Group

KT

Mar 14, 2026

Proposal revision notes

Priya asked for a 10% cost reduction and extended payment terms (net 60). Also requested references from similar clients in the finance sector.

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PS

Priya Sharma

BlueWave Capital

RW

Mar 13, 2026

Onboarding intro notes

Marcus is the new Head of Ops at Nexacore. He replaces James who left last November. Primary focus for him this quarter is cost optimization.

#depol
ML

Marcus Lee

Nexacore Ltd

AF

Mar 12, 2026

Annual summit planning

Sarah confirmed Apex will send 3 delegates. They prefer the afternoon slot for the panel. Need to coordinate with the events team on seating.

#hi
SJ

Sarah Johnson

Apex Holdings

RW

Mar 10, 2026

Contract terms discussion

Ingrid raised concerns about the IP clause in section 4.2. She wants legal to review before signing. Expected turnaround is 2 weeks.

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IH

Ingrid Hoffmann

Meridian Policy Institute

KT

Mar 8, 2026

Budget call outcome

Daniel confirmed budget approval for Q2 engagement. Total approved: $48,000. Invoice should be raised by April 1.

#ekon
DC

Daniel Cruz

Solara Energy Group

AF

Mar 5, 2026