Schedule Alignment Meeting

• The Sales Lead confirms the logistics for the Alignment Meeting with the client.
  
• Upon confirmation,
  • Create the project in Wrike
  • Identify who from the Ops Team will facilitate the meeting.
  • Ensure Sales Lead and Ops Lead have the meeting invitation on their calendars.

date + time (90 minutes)
location (in-person, virtual, or hybrid*)
if hybrid, how many attendees will be virtual?
attendees (name, role, email address)
*DORIS prefers that all attendees are in the same location (either in-person or virtual) to better facilitate conversation.