Date:

3/24/2025

Type:

Zoom / Video Conference;Work Progress

Subject:

Projects <> Mark

Notes:

Calmut Plumbing – 1 phone left – I am telling him to go ahead and close the projects – since this one phone can't be completed reasonably, move it to reactive.

Mark was out – so not much more on updates – he had only been back since this morning.

Mark needs docusign access.

We reviewed Surveys – Kruhoo/Kaseya/Autotask ?? What are the options for the survey.

Migration at Ettleson moving along.

We were cut short – he had another meeting he had to jump to.

Action Items:

Continue to follow up on sign off docs and survey.

I have concerns about the number of proposals going out – what resources will look like if they start to close.

Completed by: George Fassett