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Yorke & Mercer
Yorke & Mercer’s renewal is on track for 01 December. Commercial terms are agreed, but Nora still needs to sign off on the final contract.
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Yorke & Mercer Space
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Yorke & Mercer
Outstanding actions (3)(5)
Speak with Nora to sign off contract
From Tuesday's renewal call
Send renewal paperwork to their legal team
From Nora's email · 3 Oct
Rebook the implementation kickoff for Jan 15
From #client-yorke-mercer
Introduce Bianca to Agency Team
From Yorke & Mercer · General
Share the updated security pack with procurement
From the HubSpot deal notes
Turning admin
into action
Set up Flows for automated daily client digests, team to-dos or follow-up reminders.
Follow-up reminder
12+ usersFlags anything promised to this client that nobody has come back on after three days.
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5+ usersAfter every client call, the notes and next steps land on the deal in HubSpot.
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