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IN-EXPAT

← All clients

Brand kit

colours the generator renders with — without these nothing can be generated
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What we know

5 statements from meetings, WhatsApp, documents and delivery

Full history →
5 worth re-confirming before acting on

Nothing has contradicted these, so they are still on the record — but they are old enough that the client may have moved on. Treat them as questions, not instructions.

  • contextlead-quality2026-01-26265d ago

    Meetings actually held from the leads: Marcus 9 meetings, Weilun 3.

    Counts given in-chat when Eric asked how many leads each person had actually met; may be incomplete as not everyone replied.

    WhatsAppIN-EXPAT X ATLAS· Richard Marcus / Eric Leeinferred, not stated

  • riskcost-per-lead2026-03-01231d ago

    Ads are currently inactive — waiting for them to be reactivated first.

    Jun Kai on 1 Mar, in the context of the revised lead form budget brackets. No new leads while paused.

    WhatsAppIN-EXPAT X ATLAS· Jun Kaiinferred, not stated

  • commitmentfestive-greeting-artwork2026-02-09251d ago

    Sure thing — CNY greeting card to be produced.

    Bertrand requested a CNY greeting card on 9 Feb; Jun Kai agreed.

    WhatsAppIN-EXPAT X ATLAS· Jun Kai

  • decisionlead-budget-qualification2026-03-01231d ago

    Budget brackets on the lead form changed to 60-80k and >80k.

    Bertrand asked on 28 Feb whether the leads had been changed to 60-80k and >80k; Jun Kai confirmed on 1 Mar that he had already changed it. Tightens the earlier $40k-up floor agreed 26 Jan.

    WhatsAppIN-EXPAT X ATLAS· Jun Kai

  • complaintlead-tracking-sheet2026-01-30261d ago

    Repeated requests for the team to update the lead tracking sheet before reviews can happen

    Chased on 5 Jan ("if you could kindly help to update the lead tracking sheet soon it would be great for me to do a review"), again 12 Jan by Eric, and again 30 Jan by Bertrand ("Hi guys please update the list.") — a recurring friction point.

    WhatsAppIN-EXPAT X ATLAS· Jun Kai / Eric Lee / Bertrand Koh

Log meeting notes

Paste the notes; extraction pulls the facts and flags what contradicts the record. Add the doc link so the full detail stays one click away.

Facts

only approved facts may anchor a claim

Nothing known yet. Ingest a script or add facts the team already knows.

Documents

drafted by the system, edited by people — then the edits are read back into the record

Nothing yet. Drafting is instant and free — agreement, invoice and deck from the client record, with [AM: …] markers where a human must fill in what the system must not invent.