Notes & Documents
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Pinned Notes
Client Meeting Notes - Sarah Johnson
Discussed website redesign requirements. Client wants modern UI with focus on mobile responsiveness. Key features: user dashboard, payment integration, and analytics. Timeline: 6 weeks. Budget approved: $15,000.
Travel Package Details - Corporate Trip
Q1 Conference travel arrangements for Enterprise Corp. 15 attendees. Flights: Business class. Hotels: 5-star accommodation. Ground transport: Private cars. Total budget: $45,000. Special requests: Vegetarian meals, wheelchair access for 2 attendees.
Other Notes
IT Support Checklist
1. Server maintenance - Monthly backup verification 2. Security patches - Apply latest updates 3. Network monitoring - Check bandwidth usage 4. User access audit - Review permissions 5. Hardware inventory - Update asset list
Invoice Payment Reminder
Pending payments to follow up: - Tech Solutions: $5,000 (Due: Jan 20) - Creative Studios: $3,200 (Due: Jan 22) - Startup Hub: $8,500 (Due: Jan 25) Send reminder emails 3 days before due date.
New Service Ideas
Potential new services to offer: 1. Cybersecurity consulting 2. AI/ML integration services 3. Virtual event planning 4. Digital marketing packages 5. 24/7 helpdesk support Research market demand and pricing.
Phone Inventory Update
Current stock levels: - iPhone 15 Pro Max: 25 units - iPhone 15 Pro: 40 units - iPhone 15: 60 units - iPhone 14 series: 80 units - iPhone SE: 35 units Reorder threshold: 20 units. Contact supplier for Q2 orders.