Work with Serif everywhere.
Re: Q2 Partnership Agreement
Hi all, I've reviewed the latest draft and have a few comments on section 3...
1: Needs ResponseBudget approval for Q2 campaign
David, can you take a look at the revised numbers? I updated the...
1: Needs ResponseNew listing: 742 Evergreen Terrace
A new home matching your saved search just hit the market. 3 bed, 2 bath...
2: FYIQuick question about your workflow
Hi there, I noticed your team is scaling fast. We help companies like yours...
7: MarketingDesktop
Wake up to pre-drafted meeting briefs and follow-ups.
Action items
New client discovery
Caldwell & Associates · Just now
Send engagement letter to Rachel Holtz
Share pricing breakdown with James Ngo
Schedule follow-up call — next Thursday
Mobile
Stay on top of everything, on the go.
Meeting brief
New client discovery
Caldwell & Associates
Key context
Series B — $40M target, close by end of Q3.
Rachel flagged timeline concerns.
Highlight your firm's strengths vs Baker McKenzie.
Action items
Send engagement letter
Share pricing breakdown