Udai

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Udai proposal DOCX has been updated to readable 11 pt body text and checked as a clean three-page document.

Last synthesized
6 Jul 2026, 7:58 pm

Operating Read

Udai proposal DOCX has been updated to readable 11 pt body text and checked as a clean three-page document. The previous proposal template inherited 9.5 pt body text, which was too small for a parent-facing proposal. The live Google Sheet was parented to My Drive root and is now filed under the Udai Drive folder.

Immediate Focus Areas

  • Begin work from the Weekly Plan first tab in the Udai live sheet.
    source: status.md
  • Finalize course shortlist and test map in the first two working weeks.
    source: status.md
  • Confirm school reference and predicted-grade process before September pressure begins.
    source: status.md
  • CRM closed-won update still needs explicit user approval before HubSpot write.
    source: status.md
  • Course-level shortlist and exact ESAT/TARA mapping still need to be finalized with Udai.
    source: status.md

Latest Meeting

CALL_SUMMARY_2026-07-04

4 Jul 2026, 1:21 pm

# Call Summary - Udai / Parents - 4 July 2026 ## Source - Transcript: `/Users/apoorv/GDrive/workarea/Education Abroad Consulting/students/leads/Udai/meeting notes/4-july-2026 Student Admissions Strategy Meeting_otter_ai_transcript.txt` - Transcript quality: usable but imperfect. Speaker labels are generic for parents, and several Hindi/English lines are garbled. The commercial and scope decisions are still clear enough. ## Main Outcome - Family said they want to go ahead with Apoorv / AltView. - Fee conversation ha...

Decisions
  • Use 11 pt body text as the default for AltView proposal documents.
  • Treat Weekly Plan as the operational first tab for Udai rather than placing it near the end.
  • Use light milestone color coding in the sheet for deadline, testing, UCAS, personal statement, project, school, interview, review, and conditional rows.
Action Items
  • Begin work from the Weekly Plan first tab in the Udai live sheet.
  • Finalize course shortlist and test map in the first two working weeks.
  • Confirm school reference and predicted-grade process before September pressure begins.
Open Questions
  • CRM closed-won update still needs explicit user approval before HubSpot write.
  • Course-level shortlist and exact ESAT/TARA mapping still need to be finalized with Udai.
  • Apoorv will convert proposal DOCX to PDF himself if satisfied.

Plan Snapshot

Overdue
  • Default proposal template for future AltView docs: `/Users/apoorv/GDrive/workarea/Education Abroad Consulting/proposals/templates/AltView Proposal Template - Aarav Style.docx`
Upcoming

None in latest publish.

Next Nudge

Default proposal template for future AltView docs: `/Users/apoorv/GDrive/workarea/Education Abroad Consulting/proposals/templates/AltView Proposal Template - Aarav Style.docx`