B
1200 rue de la Gauchetière O., bureau 410Beaumont AdvisoryManagement consultants
Montréal QC H3B 4W5
+1 514 555 0147 · beaumontadvisory.example
Client meeting summaryRef. BA-2026-0387
Second-shop expansion: kick-off meeting
1. Purpose
To agree the scope and timeline of the review before the second shop opens in September: staffing model, opening inventory, and which processes from the first shop carry over unchanged.
2. Discussion
| Topic | Summary | Status |
|---|---|---|
| Staffing model | The first shop runs on four full-time bakers and two counter staff. Camille wants the second shop to open with three bakers and share the night shift. | To validate |
| Opening inventory | Hugo estimates three weeks of dry goods at opening; the supplier can deliver twice weekly after that. | Agreed |
| Point of sale | Both shops on the same system; the second shop's catalogue imported from the first with location-specific pricing. | Agreed |
| Lease and fit-out | Fit-out dates depend on the landlord's permit. Not in our scope, but the opening date depends on it. | Risk |
3. Agreed actions
| # | Action | Owner | Due |
|---|---|---|---|
| 1 | Send the signed engagement letter and the first invoice | Beaumont | 16 May |
| 2 | Share last twelve months of sales by hour from the first shop | Hugo Lévesque | 21 May |
| 3 | Confirm the landlord's permit date | Camille Lévesque | 28 May |
| 4 | Draft staffing model with three scenarios | Sofia Marchetti | 6 June |
4. Key figures
| Item | Value | Note |
|---|---|---|
| Engagement budget | $18,500 | Fixed fee, two phases |
| Target opening | 12 Sep 2026 | Subject to the permit |
| Opening inventory | 3 weeks | Dry goods only |
5. Next meeting
Thursday 11 June, 09:30, at the first shop, to review the staffing scenarios with the head baker present.
6. Approval
Sofia MarchettiBeaumont Advisory
Camille LévesqueMaison Lévesque