Customer planning
Meeting
“We promised automatic weekly reports for the customer’s first month. Rowan needs an agreed delivery approach for tomorrow’s customer review.”
“We promised automatic weekly reports for the customer’s first month.”
RISKS AND DEPENDENCIES
Know where
your team needs you.
Marzo connects changes in meetings and Slack to the plans and commitments they affect. See what’s at risk, what still needs an answer, and where you need to step in.
21 days free. No credit card required.
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📅 Daily brief
Risks and dependencies
The customer’s reporting plan needs a decision.
They were promised automatic reports, but this version only supports manual exports. Rowan needs an agreed approach for tomorrow’s review.
Sources: Customer planning and #reporting · 2
See the full example ↓
See when plans stop lining up.
A customer commitment lives in one conversation. A change to product scope happens in another.
Marzo connects the newer decision to the earlier commitment and flags the conflict in your brief, with the conversations behind it.
See what’s still unresolved.
A proposed workaround can change the situation while leaving a decision open.
Marzo keeps replies and revised plans connected to the original issue. Your daily and pre-meeting briefs bring back the latest answer, what remains uncertain, and what needs to happen next.
A few practical questions.
01
Marzo connects changes in meetings and Slack to the plans and commitments that depend on them. A newer scope decision, for example, can conflict with an earlier customer commitment. Your brief flags the conflict with the conversations behind it.
02
Your daily and pre-meeting briefs bring together the latest answers, affected plans, and unresolved questions. You can see where a decision is needed and follow the sources to understand what changed.
03
Yes. Start a follow-up from the insight or your brief to get an update, clarification, or decision. Marzo carries the relevant background into the request and keeps the reply connected to the issue.
04
A reply may change the situation without resolving the issue. Marzo keeps the latest confirmed answer and any remaining questions connected to the original risk, so your briefs show what still needs agreement.
21 days free. No credit card required.