Current deals, meetings, and activities requiring attention
7 items
Enterprise AI Platform - $450K
Sarah Chen, CTO
Discovery Call
Secure access to budget holder (VP Engineering) through Sarah
Sarah as CTO has technical influence but VP Engineering controls the $80M AI budget allocation
Position as technical advisor while building path to economic buyer
Security Assessment Follow-up
Jennifer Walsh, CISO
Competitive briefing call
Address security concerns and advance to technical evaluation
CISO raised concerns about our security vs competitor. Need to overcome objection to progress.
Present detailed security comparison and schedule technical deep-dive with her team
Q1 Pipeline Review with VP Sales
Mike Johnson, VP Sales
Prepare pipeline forecast
Secure resource allocation for top 3 deals in Q1
Need dedicated resources to close Autodesk, GlobalManufacturing, and RetailCorp deals
Present data-driven forecast showing resource impact on deal velocity
Omnichannel Platform Modernization - $320K
Lisa Wang, CTO
Technical Architecture Review
Get technical approval and move to commercial discussions
CTO needs to validate our platform can handle their 50M+ customer transactions
Demonstrate scalability with similar retail client case studies
Regulatory Compliance Solution
Robert Kim, Chief Risk Officer
Compliance deep-dive session
Address regulatory requirements and get legal team buy-in
Risk officer needs assurance our solution meets all banking regulations
Present compliance certifications and regulatory roadmap
Patient Data Analytics Platform - $180K
Dr. Maria Rodriguez, Chief Medical Officer
Clinical workflow demonstration
Validate clinical workflow integration and user adoption
CMO needs to ensure platform integrates seamlessly with existing clinical workflows
Show workflow optimization and time-saving benefits for medical staff
Q1 Territory Planning Session
Amanda Foster, Regional Director
Territory allocation review
Optimize territory coverage and resource allocation
Need to realign territories based on Q4 performance and new market opportunities
Present data-driven territory analysis with growth projections