Tasks

Send pilot agreement to Brightline

Jordan Avery · Sarah Chen

Follow up on proposal sign-off

Emily Watson · Marcus Reid

Schedule competitor deep-dive demo

Rahul Mehta · Priya Nair

Confirm onboarding kickoff date

Daniel Kowalski · Sarah Chen

Send pricing options to Vertex

Tomás Rivera · Diego Santos

Update notes from discovery call

Hannah Lee · Priya Nair