This article outlines the process that needs to be followed should an Applications Engineer be requested from Sales to join a 'major' merchant meeting to assist from a technical perspective.


  1. Upon receiving a meeting request from Sales for an Applications Engineer to join a meeting for technical assistance, Kai will assign to one of the Application Engineers.

  2. Andrew Hutchinson will join the meeting with the designated App Engineer for support.

  3. Andrew Hutch will then take notes of the meeting, specifically taking down the technical requirements from the merchant.

  4. He will then create a project tracker based on the noted requirements, to outline what will be needed from technical support.

  5. This project tracker will then be assigned to the designated App Engineer from the meeting, who should follow it and add to it where necessary as the communications between them and the merchant continue, and execute in a timely manner to ensure the merchant gets to go-live ASAP.

  6. Minutes of the meeting will also be sent back to the merchant after the meeting to align on what was discussed and what is expected from Peach technically.