📄 sample/meeting-notes/meetings/2026-07-09-q3-portfolio-review/minutes.md
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Q3 Client Portfolio Review — minutes
- Date: 2026-07-09
- Present: Nora Ellison (studio manager), Priya Shah (account lead), Devin Cole (design lead)
Clients reviewed
- Meadowlark Foods — retainer healthy; Q3 photography add-on approved ($2,500), to bill on the July
invoice alongside the monthly retainer. Revised brand proposal owed to them by mid-July.
- Trailhead Coffee — steady; new seasonal packaging in progress.
- Coastal Cyclery — retainer healthy; renewal in October, no action this quarter.
Junebug Press was not reached this session — carried to the Q3 close review on Sept 10.
Decisions
- Approve the Meadowlark photography add-on ($2,500).
- Hold the Junebug launch event date pending venue confirmation.
Notes
Harbor & Vine brand refresh (project) tracking to its Sept 30 close; not a retainer, reviewed separately.