A brief, ready for your meeting.
Use calendar events, customer information, and earlier conversations to prepare attendee context and questions for this meeting.
Hokusei Trading · Pilot discussion
Today: confirm the terms and rollout for a 20-person sales pilot. Here is what remains open across your last meeting, email and CRM.
Still open since your last conversation
- Director approval: Ken was going to confirm. No approval has been recorded yet. 09/18 · Notes
- Pilot terms: pricing and security documents requested. Send both by Friday. 09/22 · Gmail
- Start date: next week preferred. Confirm timing and success criteria after approval. Salesforce
Who is joining, and what matters to them
Ken Tanaka — Hokusei Trading · Head of Sales Operations / Pilot lead
Owns workflow improvements for 20 salespeople. Prioritizes less manual entry. Final approval sits with the sales director.
“S plan” is the sales pilot plan. “Second approval” means director sign-off before the pilot begins.
Notion · S plan · Pricing & pilot termsWhat defines success? What does approval require? When can the pilot begin?







