Meeting Management
Manage meeting agendas, notes, and Minutes of Meeting (MOM)
Recent Meetings
Strategy Session - Emma Thompson
Nov 28, 2025 | 2:00 PM | 90 minutes
Meeting Agenda
- ✓ Portfolio review
- ✓ Market analysis - Brisbane opportunities
- ✓ Growth strategy discussion
- ✓ Action plan development
Meeting Notes
Client expressed strong interest in expanding portfolio to Brisbane market. Reviewed current equity position of $220K across existing properties. Discussed financing options and growth projections. Client comfortable with moderate risk profile.
Action Items
Prepare Brisbane market analysis report
Due: Dec 5
Assigned to: Sarah Mitchell
Schedule property inspection tours
Due: Dec 10
Assigned to: Emma Thompson
Discovery Call - James Anderson
Nov 29, 2025 | 10:00 AM | 60 minutes
Meeting starts tomorrow. Agenda ready for review.