Cedar & Co
opportunity · 001gK0000177lYnQAI
Follow-up drafted from the meeting transcript.
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pat.delgado@cedar-co.example
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Cedar & Co
contact · 001gK0000177lYnQAI
Drafted by Bell from the 2026-06-03 QBR with Cedar & Co (first QBR in two quarters). Recaps the two previously-open items now resolved + the agreed expansion review. Awaiting CSM review before send.
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pat.delgado@cedar-co.example
Recap of today's QBR + the two open items
Hi Pat,
Great to finally reconnect today — thank you for making the time. Quick recap of what we covered and where we landed:
- The reporting bug and the onboarding gap from earlier in the year are both confirmed resolved. - We aligned on a Q3 expansion review (the three new regional teams). - Next touchpoint: I'll send a short readiness summary and we'll book the expansion review in ~3 weeks.
If I missed anything from your side, just reply and I'll fold it in.
Best, Taylor
Cedar & Co
Account · 001gK0000177lYnQAI
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