From Karim

• Moore
• Output schemas are bigger items
• Postpilot
• Divide into onboarding, professional services, and engineering
• The local CASS DPA particulars need to figured out
• Client does not want CASS on the DPA, but NCOA will need remote CASS if NCOA is required
• Charles will be in next meeting with Postpilot to set expectation
• ListsOnline
• Need engineering help
• Andrews Wharton
• No traction
• Kimber may help
• CCC
• Asking for custom report changes

From Lucas

• Contact Marketing
• Moving with reporting
• Net60
• Working with GoHealth
• Contact Marketing
• Just continuing

From Rob

• GoHealth
• Waiting on response from Charles message
• Madera
• Waiting on client
• BlueGrass
• Contract out, need it signed

From Aaron

• IM Group Epic
• Spike for PDF template with a sales proposal