Interactions

Every logged meeting, call, and touchpoint with our board customers.

Greater Dallas
Formal Meeting
with Marcus WebbDec 26, 1969 · 20650 days ago

Heard: Very pleased with the record employer event turnout; wants to expand the model.

Committed: Scale employer event model to healthcare sector.

David ChenDraft healthcare sector event plan.Follow-up: David Chen by Feb 15, 1970
Lower Rio
Video Call
with Hector SalinasDec 23, 1969 · 20653 days ago
Needs executive attention

Heard: Enrollment numbers unacceptable; board discussing re-procurement.

Concerns: Re-procurement risk; enrollment shortfall.

Committed: Submit enrollment recovery plan to board.

Elena Vasquez, James WhitfieldPresent recovery plan at board review.Follow-up: Elena Vasquez by Jan 4, 1970
Southern Nevada
Conference
with Denise CarrollDec 21, 1969 · 20655 days ago

Heard: Excited about AI job matching pilot; wants to co-present.

Committed: Prepare co-presentation for state conference.

Sarah Ramsey, David ChenBuild presentation deck.Follow-up: David Chen by Jan 29, 1970
Brevard FV
Conference
with Alan PrescottDec 21, 1969 · 20655 days ago

Heard: Employer engagement must grow before annual report.

Concerns: Flat engagement; competitor interest.

Committed: Deliver employer engagement growth analysis.

Marcus ColeComplete analysis.Follow-up: James Whitfield by Jan 17, 1970
Tarrant County
Site Visit
with Judith PalmerDec 18, 1969 · 20658 days ago

Heard: Wants to expand child care navigation to two centers.

Concerns: None significant.

Committed: Expand child care navigation to 2 additional centers.

Marcus ColeScope expansion.Follow-up: Marcus Cole by Jan 31, 1970
Coastal Bend
Phone Call
with Tomás HerreraDec 13, 1969 · 20663 days ago

Heard: Port-industry pipeline reporting is too slow for board updates.

Concerns: Reporting lag.

Committed: Deliver port-industry pipeline dashboard.

James WhitfieldDraft dashboard requirements.Follow-up: James Whitfield by Jan 15, 1970
Southern Nevada
Board Meeting
with Frank MercerDec 9, 1969 · 20667 days ago
Needs executive attention

Heard: Concerned staff turnover will hurt service quality.

Concerns: Turnover, continuity.

Committed: Provide staffing stability and retention plan.

Elena VasquezDeliver retention plan.Follow-up: Elena Vasquez by Dec 27, 1969
Rural Capital
Phone Call
with Linda GarzaDec 8, 1969 · 20668 days ago

Heard: Austin metro expansion needs dedicated employer account executive.

Concerns: None significant.

Committed: Assign dedicated Austin metro employer account executive.

Marcus ColeConfirm account executive assignment.Follow-up: Marcus Cole by Jan 22, 1970
Alamo
Phone Call
with Samuel OkonkwoDec 3, 1969 · 20673 days ago

Heard: Veteran and healthcare partnerships need refreshed outreach plan.

Concerns: None significant.

Committed: Refresh veteran and healthcare outreach plan.

Elena VasquezDraft outreach plan.Follow-up: Elena Vasquez by Jan 18, 1970
West Central
Phone Call
with Nina PatelNov 29, 1969 · 20677 days ago

Heard: Wants board-ready one-page performance updates each month.

Concerns: Format inconsistency.

Committed: Automate monthly one-page board report.

Priya NairDesign standard report template.Follow-up: Dana Brooks by Jan 31, 1970
Permian Basin
Phone Call
with Robert KestlerNov 21, 1969 · 20685 days ago
Needs executive attention

Heard: Rural employers west of Odessa feel underserved.

Concerns: Rural coverage gap.

Committed: Deliver rural employer outreach plan.

Priya NairFinalize outreach plan.Follow-up: Priya Nair by Dec 29, 1969
Golden Crescent
Email
with Karen VossOct 21, 1969 · 20716 days ago
Needs executive attention

Heard: Content but wants more proactive communication.

Concerns: Feeling low-touch.

Committed: Set up recurring monthly check-in call.

Priya NairSchedule recurring call.Follow-up: Priya Nair by Nov 22, 1969