# Meeting Minutes

## Metadata

| | |
|---|---|
| Organisation | Copperline Consulting |
| Reference | OPS07 |
| Meeting | Lead-generation pilot review |
| Date | 2026-09-23 |
| Duration | 35m 49s |
| Attendees | Amina Yusuf, Theo Grant, Luc Moreau, Beth Ritchie, Eoin Kerr |

## Objectives

Resolve the supported current position for each topic while separating corrections, proposals, history and accepted actions.

## Executive Summary

The meeting deliberately mixed earlier positions, corrections, rejected proposals and qualified commitments. The supported outcomes and accepted actions are recorded below; unresolved matters remain explicitly open.

## Key Discussion Points

| Topic | Discussion | Outcome |
|---|---|---|
| Example leads | Medtronic and Acme were examples in a slide, not live qualified opportunities. | Exclude both from the live pipeline. |
| Qualification | A three-tier model was proposed; only the manual triage pilot was approved. | Run manual triage before automating. |
| Incentives | Consultant incentives were debated but no scheme was agreed. | No incentive decision. |

## Actions

| Owner | Action | Due |
|---|---|---|
| Luc Moreau | Run a two-week manual triage pilot | 12 October 2026 |
| Amina Yusuf | Define the minimum qualification fields | 30 September 2026 |