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Conversations

32 conversations · 3 upcoming

Date Range

to
Upcoming
Workshop
Todayat3:00 PM

Quarterly Strategy Review

JD
Judith Davis
Home Depot
60 min
3 participants
Upcoming
Workshop
In 2 daysat1:00 PM

Leadership Presentation Prep

JD
Judith Davis
Home Depot
45 min
2 participants
Upcoming
Discovery
In 4 daysat2:00 PM

Bloomberg Innovation Discussion

AF
Amanda Foster
Bloomberg
60 min
1 participant
Upcoming
Past Conversations
Check-in
Yesterdayat4:02 PM

Aspen Dental Q1 Check-in

RK
Rachel Kim
Aspen Dental
45 min
1 participant
First Meeting
Tue, Jun 16at4:00 PM

Lisa Park Introduction

LP
Lisa Park
Meridian Health
30 min
1 participant
Qualification
Mon, Jun 15at10:00 AM

Home Services Scope Definition

JD
Judith Davis
Home Depot

Scope definition session following the strategy workshop. Judith, David, and Sarah aligned on three workstreams for the engagement: organiza...

60 min
4 participants
2 key moments
AI summary
Workshop
Sun, Jun 14at2:00 PM

Home Depot Strategy Workshop

JD
Judith Davis
Home Depot

The workshop revealed a fundamental tension between Home Depot's stated strategic priority (Home Services growth) and actual resource alloca...

90 min
4 participants
4 key moments
AI summary
Discovery
Sun, Jun 7at10:00 AM

Discovery Call with Judith

JD
Judith Davis
Home Depot

Judith shared her frustration with the pace of Home Services investment. She revealed that the Q4 board presentation was well-received but t...

45 min
1 participant
1 key moment
AI summary
First Meeting
Fri, Jun 5at12:00 PM

Lisa Park: Intro via Amanda Foster

LP
Lisa Park
Meridian Health

Brief three-way intro call facilitated by Amanda Foster. Lisa Park shared high-level context on her new role as CTO at Meridian Health, with...

20 min
2 participants
1 key moment
AI summary
Check-in
Wed, Jun 3at10:00 AM

Michael Torres Follow-up

MT
Michael Torres
Home Depot

Follow-up with Michael Torres after his introduction call. Michael shared competitive intelligence on Lowe's Pro loyalty program expansion t...

30 min
1 participant
2 key moments
AI summary
First Meeting
Sat, May 30at1:00 PM

Initial Strategy Review

JD
Judith Davis
Home Depot

First formal meeting with Judith and David to discuss Home Services strategy challenges. Judith outlined the $5B target and the organization...

60 min
2 participants
AI summary
First Meeting
Sat, May 23at3:00 PM

Michael Torres Introduction

MT
Michael Torres
Home Depot

Introductory call with Michael Torres from Home Depot's central strategy team. Michael is new to the company (6 months) and eager to make an...

30 min
1 participant
1 key moment
AI summary
Check-in
Sat, Apr 18at3:00 PM

Aspen Dental Q4 Strategy Review

RK
Rachel Kim
Aspen Dental

Q4 review with Rachel covering progress on the patient acquisition funnel project. Tele-dentistry pilot results exceeded expectations with 2...

45 min
1 participant
3 key moments
AI summary
Discovery
Sat, Apr 18at10:00 AM

2026 Planning Discussion

JD
Judith Davis
Home Depot

Planning session to scope the 2026 Home Services strategy engagement. Judith outlined her vision: a 6-month engagement covering organization...

60 min
2 participants
3 key moments
AI summary
Check-in
Thu, Mar 19at9:00 AM

Acme Consulting: Project Wrap & Next Steps

RC
Robert Chen
Acme Consulting

Final wrap-up for the Acme Consulting positioning project. Robert was pleased with the deliverables, particularly the competitive analysis a...

45 min
1 participant
2 key moments
AI summary
Discovery
Tue, Feb 17at2:00 PM

Aspen Dental: Rachel Kim Discovery

RK
Rachel Kim
Aspen Dental

First meeting with Rachel Kim, CMO of Aspen Dental. Discussed rising patient acquisition costs and the competitive landscape among DSOs. Rac...

60 min
1 participant
2 key moments
AI summary
Check-in
Tue, Feb 17at2:00 PM

Acme Operations Review with Sarah Nguyen

SN
Sarah Nguyen
Acme Consulting

Deep operational review with Sarah Nguyen, VP Operations at Acme Consulting. Sarah was promoted six months ago and is seeing the firm from a...

45 min
2 participants
3 key moments
AI summary
First Meeting
Tue, Feb 17at10:00 AM

Marcus Thompson: Healthcare Practice Introduction

MT
Marcus Thompson
Acme Consulting

Introduction meeting with Marcus Thompson, newly hired Director of Acme's Healthcare Practice. Marcus joined from Deloitte in June 2025 to b...

30 min
1 participant
2 key moments
AI summary
Reconnection
Sun, Jan 18at2:00 PM

Mid-Year Reconnection: Home Services Update

JD
Judith Davis
Home Depot

Mid-year reconnection after a few months of lighter contact. Judith gave a candid state-of-the-union on Home Services: the SRS integration i...

45 min
2 participants
2 key moments
AI summary
Check-in
Sun, Jan 18at1:00 PM

Amanda Foster Catch-up

AF
Amanda Foster
Bloomberg

Catch-up call with Amanda after several months. Her HBR article on corporate innovation was published in September to great reception. The I...

30 min
1 participant
1 key moment
AI summary
Check-in
Sun, Jan 18at11:00 AM

Elena Rodriguez: Talent & Culture Update

ER
Elena Rodriguez
Acme Consulting

Follow-up conversation with Elena Rodriguez about the impact of our 2024 culture and talent strategy work. The "Best Places to Work" win was...

40 min
1 participant
2 key moments
AI summary
Check-in
Wed, Nov 19, 2025at11:00 AM

Q1 Catch-up with Judith

JD
Judith Davis
Home Depot

First check-in of 2025 with Judith after her VP promotion. She shared how the role is shaping up, she now has direct budget authority and a...

30 min
2 participants
2 key moments
AI summary
Workshop
Mon, Oct 20, 2025at1:00 PM

Q4 Strategy Review: Home Services

JD
Judith Davis
Home Depot

Deep-dive strategy session reviewing the Home Services landscape heading into 2025. Judith walked through the competitive positioning versus...

60 min
2 participants
3 key moments
AI summary
First Meeting
Mon, Oct 20, 2025at11:00 AM

Amanda Foster: Innovation Summit Chat

AF
Amanda Foster
Bloomberg

Met Amanda Foster at the Fintech Innovation Summit in NYC. Hit it off during a panel discussion on corporate innovation labs. Amanda shared...

45 min
1 participant
2 key moments
AI summary
Discovery
Thu, Aug 21, 2025at10:00 AM

Acme Consulting: Strategy Project Kickoff

RC
Robert Chen
Acme Consulting

Kickoff meeting for the Acme Consulting positioning project. Robert Chen walked through Acme's current state, $40M revenue, generalist posit...

60 min
1 participant
2 key moments
AI summary
Closing
Tue, Jul 22, 2025at3:00 PM

Assessment Wrap-up & Recommendations

JD
Judith Davis
Home Depot

Final session wrapping up the Home Services Market Assessment project. Reviewed the complete deliverable package and discussed implementatio...

45 min
3 participants
2 key moments
AI summary
Proposal
Tue, Jul 22, 2025at2:00 PM

Market Assessment Findings Review

JD
Judith Davis
Home Depot

Presented the full market assessment findings to Judith and David. Key deliverables included a competitive landscape map, customer segment a...

60 min
3 participants
2 key moments
AI summary
Discovery
Sun, Jun 22, 2025at10:00 AM

Home Services Assessment: Kickoff

JD
Judith Davis
Home Depot

Kickoff session for the Home Services Market Assessment engagement. Judith secured a $85K budget for a 6-week market landscape analysis afte...

60 min
3 participants
2 key moments
AI summary
Workshop
Sun, Jun 22, 2025at9:00 AM

Stakeholder Interviews & Synthesis

JD
Judith Davis
Home Depot

Working session to synthesize findings from the first two weeks of stakeholder interviews and data analysis. The biggest revelation was a cu...

90 min
3 participants
2 key moments
AI summary
Check-in
Mon, Mar 24, 2025at2:00 PM

Q2 Check-in with Judith

JD
Judith Davis
Home Depot

Quarterly touch-base with Judith. The SRS acquisition had just been announced and she was processing the implications for Home Services reso...

30 min
2 participants
1 key moment
AI summary
First Meeting
Tue, Dec 24, 2024at10:00 AM

Introduction & Discovery: Judith Davis

JD
Judith Davis
Home Depot

First meeting with Judith Davis, Senior Director of Strategic Initiatives at Home Depot. She reached out after seeing our work referenced in...

45 min
2 participants
2 key moments
AI summary
Reconnection
Not scheduled

Reconnection with Robert Chen

RC
Robert Chen
Acme Consulting
1 participant

Showing 32 of 32 conversations