JARVIS

Prep Olivia+Jeerill apr-wk4

todo

Workspace

OTF

Created

2026-03-26

Updated

2026-03-26

Content

## Must complete before Monday sync - [ ] As Tony (HVAC): signal readiness to proceed. Let Sales send proposal and close the deal. - [ ] Decide which person (Olivia or Jeerill) sends the proposal — assign at Monday sync - [ ] After close: verify they post in #new-clients with deal details for Martha - [ ] Prepare April gate evaluation: CRM pipeline, qualification quality, bad-fit handling - [ ] Coordinate with Martha: HVAC deal is her May build — share the client brief