Prep for Default — work to review on call

Date: March 25, 2026 Source: Granola Meeting ID: c0a598e2-abed-4136-9332-80508eefdddb URL: https://notes.granola.ai/t/c0a598e2-abed-4136-9332-80508eefdddb

Participants:


Default Client Call Preparation

  • Tomorrow’s call strategy: more interactive check-in vs traditional deck presentation
  • Goal: show specific work in progress and involve client in feedback process
  • Focus on demonstrating progress toward established goals

Customer Enablement Dashboard Status

  • Mustafa currently building dashboard with numbers already modeled
  • Demilade planning end-of-day check to ensure quality
  • Need internal review (Uttam + Gregory) before client presentation
    • Requested earlier completion time for feedback cycle
    • Demilade to sync with Mustafa on timeline

Upcoming Dashboard Pipeline

  • JR dashboard modeling in progress for next week release
  • Additional dashboard work also in development
  • Multiple dashboards approaching completion

Q2 Default Plan - Service Lead Assignments

  • PLG optimization/growth experimentation:
    • Primary service: Strategy (Jasmine as service lead)
    • Potential modeling component (Demilade involvement)
  • Data service restructuring discussion:
    • Demilade focus: modeling and analytics
    • Await transition: data engineering and infrastructure
    • Subservice breakdown: data eng/infra, AE work, dashboarding, strategy, AI
  • Project vs initiative structure clarification needed

Next Steps

  • Demilade: sync with Mustafa on dashboard completion timing
  • Gregory: take first pass on PLG project breakdown
  • Demilade: work on other Q2 project details
  • Team: internal dashboard review before client call
  • Gregory: create new presentation deck and share in channel