Notes

Emma confirmed budget is approved for Q3. Key decision makers identified. Next step: send enterprise pricing proposal by end of week.

Acme Corporation

Globex needs SSO via Okta and SOC 2 documentation before signing. Liam will loop in their security team for review next Tuesday.

Globex — Platform Migration

Olivia went quiet after the demo. Send a value-focused follow-up referencing the ROI calculator we shared.

Olivia Martinez

Mason pushed back on per-seat pricing. Proposed a volume discount at 50+ seats. Awaiting internal approval.

Mason Wright

Initech signed the annual renewal. Upsell opportunity for the analytics add-on in next quarter.

Initech — Annual Renewal

Ava is our internal champion at Stark. She'll present the integration plan to the exec team on July 8.

Stark Industries

Wayne is also evaluating a competitor. Emphasize our migration support and onboarding white-glove service.

Wayne — Multi-seat Deal

James is the founder and sole decision maker. Fast-moving startup, wants to start on the free trial immediately.

James Miller

Soylent chose to build in-house. Timing was the main factor — revisit in 6 months when their team scales.

Soylent — Supply Contract

Jack attended the product webinar and requested a tailored demo. High intent — prioritize scheduling this week.

Jack Nelson