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Hokusei Trading · Pilot discussion

Today · 1:00 PM · 3 people

Agreements & decisions

20-person pilot, starting after director approval.

Next steps

Taizo sends the quote and pilot terms by Friday.

↗ Conversation & sources · 18:42

Recording

✧ Next stepsTaizo sends the quote and pilot terms by Friday.

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PulseWorkspace•••

Your brief 09:45

Hokusei Trading · Pilot discussion

Today · 1:00 PM · 3 people · Only you

Ken is considering a 20-person sales pilot. Director approval is required; pricing and security documents were requested.

Ken TanakaAccount executives

From the previous conversation

20-person pilot, starting after director approval.

What to confirm today

Who approves the pilot? What defines success?

▤ Conversation & sources 09/18 · 09/22

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Hokusei Trading · Pilot discussion

20 users / S plan Ken → director approval Quote by Friday Pricing doc 18:42

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ToKen

SubjectToday’s discussion & pilot terms

Hi Ken,

Thank you for today. Here are the pilot terms and quote for your 20-person team. Once your director approves, let’s confirm a start date.

Taizo sends the quote and pilot terms by Friday.
Who approves the pilot? What defines success?

Thank you,
Pulse

▤ Meeting summary & next steps.pdf PDF · 248 KB

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Hokusei Trading · Pilot discussion 09/25

Deal stage: Not updatedPilot evaluation
Owner: Ken Tanaka
Next steps: Taizo sends the quote and pilot terms by Friday.
Conversation & sources: ▤ Hokusei Trading · Pilot discussion · 18:42

✓ Review the source conversation before applying the selected updates.

Carry the outcome into your tools.

Extract deal stage, pilot size and next steps from the conversation. Review the proposed changes and apply them without re-entering the same details.

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PulseWorkspace•••

Knowledge / Context record CTX–0925

Hokusei Trading · Pilot discussion

✓ Sources linked Today · 1:00 PM · 3 people

In the conversation · 18:42

“20 users / S plan”

Agreements & decisions: 20-person pilot, starting after director approval.
Owner: Ken Tanaka
Next steps: Taizo sends the quote and pilot terms by Friday.
Status: Next action pending

▤ Conversation & sources 09/25 · 18:42

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Hand over more than a deal stage.

Why they are evaluating, whose approval is needed, and what you promised. The context that moves a deal survives a handoff.

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Hokusei Trading · Pilot discussion

Who approves the pilot? What defines success?

Today · 1:00 PM · 3 people

Bring your tools into the conversation.

Prepare from your calendar. Connect the background in CRM, chat and documents, then carry meeting outcomes back into your work.

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