Presentations
One deck per meeting. A deck is a snapshot of the day it was presented and is not updated afterwards — for the current position, use the Setup Guide.
Deliverables
Reference material you keep. These stay current as the work moves on.
Data Model Map
Interactive map of Accounts, Contacts and Deals — every
field, what goes in it, and how full it is. Switch it to Plain for a
non-technical read.
Updated August 15, 2026 · opens offline
Review Checklist
The seven tasks in MNNP-review-pack.xlsx, in the order to
do them — what each one asks, which columns to type into, and what happens
when you send it back. Ticks are remembered.
Updated August 20, 2026 · 239 rows to
review · opens offline