Client asks what was decided in the workshop
- Caller
Hi, this is Rachel from Northgate Design. Can you tell me what we agreed on the onboarding board last Thursday?
- Agent
Of course, Rachel. I'm pulling up the Northgate onboarding mural now. The main decision was to cut the sign-up form to three steps, and the team added a note to test the email reminder first.
- Caller
Perfect. Can you add a note that I want the reminder test done by the 14th?
- Agent
Done. I've added a sticky note to the reminder column with the 14th as the target date. Anything else you'd like on the board?