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Customer & vendor check-in

Sample Jul 6, 2026 · Dana, Cole, Marcus

Action items

2026-07-06 · pulled from the notes

🔴 Urgent

☐Confirm the engraving text and ship date with Vasquez — Dana — by 2026-07-08 🔴
(75 wedding medals; the wedding is end of month, so this can't slip)

🟡 Normal

☐Send the replacement request to the ribbon vendor — Cole — by 2026-07-14 🟡
(about a third of the last batch came with a torn edge; don't pay for the torn spools)
☐Send the template reply to the custom-medal inquiry backlog — Dana — by — 🟡
(~40 still waiting)

🟢 Whenever / scheduled

☐Fix the shipping-label template — Marcus — by 2026-07-15 🟢
(address block is cut off on the new label stock)

4 action items — 0 unassigned, 3 with hard deadlines.

Decisions

2026-07-06 · what was actually settled

✅ Ask the ribbon vendor for a replacement on the torn batch, rather than accepting it — Group — Final
⏸ Raising medal pricing for fall — Group — Deferred (revisit later, no call made yet)

2 decisions — 1 final, 1 deferred.

Follow-up drafts

2026-07-06 · drafts only — read them, edit them, and send them yourself. Nothing here has been sent.

Draft 1 — Vasquez (customer)

To: [Vasquez contact name]

Subject: Two quick things to lock in your medal order

Hi [Name],

We're getting your order of 75 medals ready and want to make sure it lands well ahead of the wedding. Two things we need from you: could you confirm the exact engraving text you'd like, and let us know your preferred delivery date? Once we have both, we'll schedule it and send you a confirmation.

If it's easier to talk it through, just reply and we'll set up a quick call.

Best, [Your name]

Draft 2 — Ribbon vendor

To: [Vendor contact name]

Subject: Torn edge on the last ribbon shipment — replacement request — PO [#]

Hi [Name],

We received the latest ribbon shipment and roughly a third of the spools came in with a torn edge along one side (PO [#]). Those aren't usable for us, so we'd like to arrange a replacement for the affected spools rather than be billed for them.

Could you let us know how you'd like to handle it — replacement shipment or credit? Happy to send photos of the damage if that helps.

Thanks, [Your name]

Draft 3 — Custom-medal inquiries (template reply)

To: [Website inquiry sender]

Subject: Re: Custom medals — yes, we'd love to help

Hi [Name],

Thanks for reaching out! Yes — we do custom medals, and we'd be glad to help with your project. To get you a quote, could you share a few details: approximate quantity, any design or logo you have in mind, and your target date?

Send those over and we'll get you options right away.

Best, [Your name]

About 40 inquiries are waiting, mostly this "do you do custom medals" question. This draft works as a reusable template for the whole batch.

Recap

2026-07-06 · a 60-second read for anyone who missed it

🔥 Needs attention now

Vasquez medal order (75 medals) — engraving text and ship date still unconfirmed, and the wedding is end of month, so it can't slip. Dana is reaching out to nail both down.

🛠 In progress

Ribbon vendor — about a third of the last batch arrived with a torn edge. Cole is asking for a replacement rather than paying for the damaged spools.
Custom-medal inbox — the ~40-inquiry backlog is still waiting; the template reply is ready and Dana just needs to send it out.
Shipping labels — the address block is cut off on the new label stock; Marcus is fixing the template.

📅 Coming up / parked

Fall medal pricing — talked about a possible raise; no call made yet, revisit later.

Bottom line: The Vasquez order is the one thing that truly can't wait; the vendor and inbox items are moving, and the pricing question is parked.