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Notes
Contextual notes attached to contacts and companies.
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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.
Sarah Johnson
Apex Holdings
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.
Ingrid Hoffmann
Meridian Policy Institute
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.
Daniel Cruz
Solara Energy Group
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.
Priya Sharma
BlueWave Capital
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.
Marcus Lee
Nexacore Ltd
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.
Sarah Johnson
Apex Holdings
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.
Ingrid Hoffmann
Meridian Policy Institute
Mar 8, 2026
Budget call outcome
Daniel confirmed budget approval for Q2 engagement. Total approved: $48,000. Invoice should be raised by April 1.
Daniel Cruz
Solara Energy Group
Mar 5, 2026