Active — Pre-Proposal
Melissa is in early scoping conversations with the client. No formal proposal has been drafted yet.
2025-12-29 (referenced in Monday sync call)
2025-12-29 — Melissa and Mark discussed approach: gather client needs verbally, then draft a formal proposal.
| Name | Role | Notes |
|---|---|---|
| TBD | Client contact | To be confirmed during scoping call |
| Melissa Cusumano | Account Manager | Leading scoping and proposal |
| Mark Hope | Technical Lead | To be looped in once verbal agreement is reached |
| Project | Status | Notes |
|---|---|---|
| Scoping / Proposal | In Progress | Melissa to discuss needs with client, secure verbal agreement, then draft formal proposal with Mark |
Per the 2025-12-29 sync, the agreed workflow is:
1. Melissa meets with client to understand needs
2. Secure verbal agreement on scope
3. Return to Mark to co-develop a formal proposal