TEZ FOR SALES

Keep the next client conversation moving.

Bring discovery notes, proposals, and follow-ups together, then give the delivery team a clear handoff.

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MMeridian proposal

DELIVERY PLANEvery next step has an owner.

01/03steps complete

Next review · Thursday

TaskOwner

Complete

In progressThursday

Up nextFriday

Client discovery summary

A CONNECTED WORKFLOW

Meridian proposal, from plan to handoff.

Prepare a portal proposal around the client’s agreed priorities. Confirm requirements before sharing the scope and next steps.

Capture discovery requirements

Set the scope and give the work a named owner.

Review the proposal scope

Keep feedback with the document and record the decision.

Prepare the delivery handoff

Share the outcome and confirm the next handoff.

THE WORKING BRIEF

A shared reference for the next decision.

Prepare a portal proposal around the client’s agreed priorities. Confirm requirements before sharing the scope and next steps.

Example deliverable: Client discovery summary.

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MMeridian proposal

WORKING DOCUMENT

Client discovery summary

Sam Rivera · Project owner
Shared with the project team

What we’re working toward

Prepare a portal proposal around the client’s agreed priorities. Confirm requirements before sharing the scope and next steps.

DELIVERABLEClient discovery summaryNEXT REVIEWThursday · Liya Morgan

Ready for the next review

Capture discovery requirements
Review the proposal scope

Keep the agreed scope here. Record changes before the team moves to the next step.

THE TEAM HANDOFF

Make the update useful to the next person.

Discovery notes are ready. Sam is reviewing the proposal before the next client conversation.

The team keeps the review document and the next action in the same conversation.

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MMeridian proposal

PROJECT CONVERSATION

Rin ParkDelivery update · 9:30 AM

Discovery notes are ready. Sam is reviewing the proposal before the next client conversation.

Client discovery summaryLinked project document

Liya MorganI’ll add my review notes to the project before Thursday’s check-in.

INTELLIGENCE

Give the next step a clear starting point.

Ask Intelligence to create a task with a named owner and deadline, then review the result in the project.

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EXAMPLE REQUEST

Create a task for Liya to review the proposal scope by Thursday in Meridian proposal.

Review the task, owner, and date before the handoff.

BUILD YOUR WORKFLOW IN TEZ

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Make this workflow your own.

Can we adapt this example to our team?

Use the example as a starting point. Set your own project scope, owners, documents, and review steps to fit the way your team works.

Is the example real customer data?

No. The names, work items, and conversations are illustrative examples of how a team could organize work in Tez.

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