Send recap and pilot next steps to Northwind Academy
- Deal
- Northwind Academy pilot·Deal
- Contact
- Priya Rao, district admin
- Due
- Jul 8
Draft email
Hi Priya, thanks for the call today. Quick recap: you want the Spanish pilot live for 3 middle schools before the Aug 12 in-service day, and rostering has to run through Clever, no manual CSVs. I will send the Clever setup guide and a 2-week pilot plan by Wednesday, and our team will hold Aug 5 for the teacher onboarding session. If the plan looks right, we can countersign the pilot agreement the same week. Does Thursday 10am work for a short check-in?
CRM next steps
- Move deal to Pilot scoping, close date Aug 15
- Log blocker: security review needs our SOC 2 report, send it with the recap
- Add Marcus Bell (IT director) as the Clever contact
- Set follow-up task for Thursday check-in
From the call
Priya confirmed budget is approved for up to 400 seats this school year. The only open risk is the Clever integration sign-off, which sits with IT, not with her.
From the Jul 7 call with Northwind Academy