May 7 — Kickoff confirmed Fri May 8, 12pm MDT. Tania will download Charlotte on the org during the call and set up next week's intro meetings; Director of Tech and Digital Marketing person are out Friday but will be Charlotte's main POCs going forward.
May 7 — NDA + Service Agreement countersigned via Docusign. Christina confirmed Accounting is setting up payment. Billing in USD via ACH using bank details on file.
May 6 — Trek Travel sent NDA + Service Agreement via Docusign. Charlotte responded same day with USD/ACH preference.
May 4 — Christina Balcer (HR) takes over admin handoff. Charlotte sent RARE Inc. business address (Calgary, AB) and filled vendor form.
Apr 29 — SOW sent to Tania ahead of internal leadership meeting. $18K/mo, 20 hrs/week, month-to-month, candidate start May 4–11.
Apr 28 — Live scoping call with Tania. Pricing confirmed, department order (marketing first, guest services next), NDA pending.
Apr 22 — Tania committed to paid engagement. Charlotte sent workflow-first scoping proposal.
Apr 14 — Tania asked for concrete scope. First explicit signal she wants to engage.
Mar 27 — Follow-up call on proposals. Tania: "really great ideas in there."