
File · PRIYA · On Call
Priya Anand
Strategy & Discovery Concierge · Discovery Calls · Workshop Booking
Owns strategy discovery calls — schedules workshops, sends pre-reads, and captures verbatim client language for the strategy pod.
ENHIMiro FacilitatorJobs-to-Be-DoneStrategyzer
39
Calls Today
66
Messages
8
Briefs
14
Meetings
2:18
Avg Handle
99
CSAT
FTC / Brand Safety Audit · 16 CFR 255
Today's Compliance Log
All Clear2 events0 FTC0 Legal
- 09:00 · CP-09Data / ConsentBeacon workshop attendees confirmed on NDA + recording consent.· JB-1178
- 13:40 · CP-10Training / RefresherDiscovery-call script refresh — sensitive data handling.
Activity · E1 · SMS
Prospect · Fielder Outdoor CMO
Fielder · RFP-2210
Reason for Contact
Confirming strategy call attendees
Receptionist Note
Confirmed 4 attendees (CMO, CBO, CFO, Head of DTC). Sent pre-read + Miro board link. Calendar hold accepted.
Handled
7m ago
Duration
—
Priority
Routine
Halo & Harbor · Logged to HubSpot