Company Memory

Centralized corporate index referencing policies, SOP scripts, and Vision statements

Q1 Retrospective Notes

MEETING_NOTE

Sales pipeline has healthy volume. Main delivery issue is onboarding bottleneck. Finance requested closer review of overdue invoices.

meetings

ops

finance

H1 2026 Strategic Target

GOAL

Attain $120,000 Monthly Recurring Revenue. Maintain customer health score above 85/100. Lower average project delay to < 3 days.

strategy

goals

board

Enterprise Pricing Objection Handling

SCRIPT

Explain value and ROI. Offer monthly payment plans instead of lump sum discount. Highlight dedicated account manager.

sales

pricing

objections

Invoice Collection Policy

POLICY

Friendly reminders at 7 days past due. Secondary follow-up call at 14 days. Suspension of retainers at 30 days past due.

finance

invoice

collection

Client Onboarding SOP

SOP

1. Create Slack channel. 2. Request assets via Google Drive. 3. Setup kick-off call within 3 business days. 4. Assign project manager.

onboarding

ops

client