Customer Call — Acme Corp

Jun 24 · 3:30 PM · Zoom · 38 min

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Customer Call — Acme Corp
Jun 24 · 3:30 PM · Zoom · 38 min
JO
SC
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TP
Recap emailed to 4 participants
Summary, transcript link & action items sent Jun 24 at 4:10 PM
AI SUMMARY

Acme confirmed the 250-seat expansion. The only outstanding item is SSO with their Okta tenant — Tom delivers admin credentials Wednesday. Sarah sends the security review packet today. Acme wants the first cohort onboarded within two weeks and a usage dashboard for finance.

Key points

  • Acme commits to 250-seat expansion.
  • SSO with Okta — credentials Wednesday.
  • First onboarding cohort within two weeks.
  • Usage dashboard requested for finance team.

Decisions

  • Send security review packet today.
  • Coordinate onboarding kickoff next week.