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Research, draft and review client work in one place, with sources and cost visible.

RE: Lumen kick-off

Draft the guest experience recommendation for the Lumen board. Use the kick-off thread and our hospitality work.

Working...
  1. Analysing chat context

    Read the kick-off thread, then plan a board deck.

  2. Internal files and knowledge

    Hospitality / Guest practiceRE: Lumen kick-off
  3. Searching public sources

    Guest satisfaction drivers 2025Hotel check-in benchmarks
  4. Summarising findings

    1. 1.Guests judge the stay on the first hour
    2. 2.Desk wait is the top complaint in reviews

Draft

Lumen guest experience - recommendation

Ready in the pane. Citations stay on the lines they support.

Lumen - guest experience.pptx

In review
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Lumen

Board 04

The first hour

Guests now judge the stay on the first hour, not the room category.

Desk wait

First in reviews

Welcome

Drink before the room

Check-in

Under 10 minutes

Product

What is in Hebno

Work

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Aldbury - steering committee.pptx

Add a slide on our team after the recommendation. Use our CVs.

Working...
  1. Reading team CVs

    Sofia Reyes - CV.docxJames Okafor - CV.docxPriya Nair - CV.docx
  2. Adding slide 7

    Placed after the recommendation, in the client template.

Draft

Slide 7 - Your Meridian team

Added to the deck. Each line cites the CV it came from.

Aldbury - steering committee.pptx

In review
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5
6
7
Slide 6 of 7

07 · Team

Your Meridian team

Sofia Reyes

Partner

14 years in advisory

James Okafor

Director

Led Halden Labs CDD

Priya Nair

Manager

NHS commissioning

Speaker notes

Close on the two northern ICBs before introducing the team.

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Client filesFirm library

Pricing playbook

Method

Switching costs

Standard

Competitor teardown

Skill

Renewal notes

Note

Searching what this account can open

Switching costs in a pricing review

The firm sizes switching costs before it recommends a rise. Meridian's largest accounts sit on three-year terms.

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Describe a repeating brief once. Run it on a schedule or on demand.

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New agent

Weekly · Tuesday 7:30
Health / Access practiceInternal
Project Solace pipelineClient
NICE this weekPublic
Solace NICE update
Emailing access leadOutlook

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    Bring in firm and client files.

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