May 28 — Becca sales-call-data walkthrough locked for Fri May 29; Jake walkthrough scheduled Mon Jun 1 to pressure-test early reports. New TT contact: Katherine.
May 20 — Strategy session with Tania. Success metric reframed to average guest count (12→15). ~85 extra departures dilute guest count; Discover trips rebranding to Signature with price increases.
May 14 — Marketing + data session (Tania + Jake). Decline broken out by segment: sub-$2K Americans, Canadian US trips, AU/Mexico collapse, 40–49 cohort.
May 12 — Data systems onboarding with Keith (~2h). NetSuite / Iterable / GA architecture; email as primary key; HubSpot greenlit.
May 8 — Kickoff call with Tania (Zoom, ~75 min). Contacts named (Keith, Ken, Amber, Jake); security/approval framework agreed.
May 7 — NDA + Service Agreement countersigned via Docusign. Billing USD via ACH.
Apr 29 — SOW sent ahead of leadership meeting. $18K/mo, 20 hrs/week, month-to-month.
Apr 28 — Live scoping call with Tania. Pricing + department order confirmed.