The sales teammate that never forgets a follow-up.
Your deals, worked around the clock
Pre-call brief for the Northwind meeting is ready — the last thread, open promises, and shared files are in one place.
- Stage Evaluation · $95k expansion
- Promise Security answers due before Friday
- Files Mutual action plan and Q3 pricing deck
Add Nina to the security promise. She is joining late and needs that context before she walks in.
Meeting brief updated.
Follow-up check found three threads at 48 hours and one at 96. Drafts are ready for rep review; replies stop the sequence.
- Meridian 48h — revised-scope angle drafted
- Northwind 96h — calendar link drafted
- 2 replies received — sequences stopped
Route Northwind to Theo and hold Meridian until after his customer call. I want the manager view to keep both visible.
Follow-up ownership updated.
Meridian's proposal is assembled from the deal thread and three won healthcare proposals. The 18% discount needs your approval.
- Requirements 11 of 12 mapped to current capabilities
- Pricing $82k annual · 18% discount requested
- Precedent 3 won healthcare proposals cited
Approve 15%, not 18. Keep the implementation requirement explicit in the executive summary.
Proposal recommendation updated.
Meridian's deal room is current: stakeholders, the mutual action plan, and owners on both sides. One customer action has been idle for five days.
- Customer Rachel Voss owns the security review
- Hops Theo owns revised scope
- Idle Security questionnaire — 5 days
I'll own the questionnaire nudge. Nina, keep the revised scope with you until Rachel confirms the security date.
Mutual action plan updated.
Not just chat. The actual work.
