Prep Olivia+Jeerill apr-wk4
todoWorkspace
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