My Workflows chevron_right WF-2024-001
WF-2024-001 On Track Client Onboarding

Client Onboarding — Meridian Holdings

Initiated March 19, 2026 • Assigned to Sarah Chen • 12 days active

Workflow Pipeline

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Initial Contact

Mar 19 • 1 day

Complete

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Needs Assessment

Mar 21 • 2 days

Complete

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Proposal

Mar 25 • 4 days

Complete

pending

Contract Review

Mar 28 • 3 days

In Progress

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Kickoff

Pending

Action Items — Contract Review

Documents

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MSA_MeridianHoldings_v2.pdf

2.4 MB • Uploaded Mar 28

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description

NeedsAssessment_Notes.docx

890 KB • Uploaded Mar 21

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table_chart

Proposal_BudgetBreakdown.xlsx

145 KB • Uploaded Mar 25

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Proposal_MeridianHoldings_Final.pdf

3.1 MB • Uploaded Mar 25

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Timeline

Contract sent to Meridian Holdings legal team for review

Sarah Chen — Mar 28, 2026 at 2:15 PM

Master Services Agreement v2 drafted

Sarah Chen — Mar 28, 2026 at 10:00 AM

Stage advanced: Proposal → Contract Review

System — Mar 25, 2026 at 10:30 AM

Proposal approved by David Chen (Meridian Holdings)

Marcus Rivera — Mar 25, 2026 at 10:30 AM

Proposal submitted for client review

Sarah Chen — Mar 23, 2026 at 4:45 PM

Needs assessment completed with client

Sarah Chen — Mar 21, 2026 at 11:00 AM

Workflow initiated — Client Onboarding

System — Mar 19, 2026 at 9:00 AM

Details

Reference

WF-2024-001

Type

Client Onboarding

Client

Meridian Holdings

Assigned To

Sarah Chen

Priority

Medium

Created

Mar 19, 2026

SLA Deadline

Apr 2, 2026

Days Active

12

Team

SC

Sarah Chen

Lead • Director of Operations

MR

Marcus Rivera

Support • Senior Consultant

SLA Countdown

2d 4h

Deadline: April 2, 2026

75% of SLA time used