active

Current deals, meetings, and activities requiring attention

2 items

Live Analysis

TechCorp

Discovery
opportunity

AI Integration Platform

John Smith, CTO

85%
Confidence
NEXT ACTION
Tue-Thu 2-4pm

Schedule technical demo with IT team

We helped MegaCorp save 30% during their digital transformation by integrating their legacy systems.

WHY THIS MATTERS

New CTO hired with cost-cutting mandate after poor Q3 performance. 90-day honeymoon period for new initiatives.

STRATEGY

Position as direct path to operational cost savings through legacy system integration and automation.

Conversation Roadmap

Conversation Journey

PREVIOUS

Initial Contact

NOW

Discovery Call

NEXT

Technical Demo

Key Indicators

Recent earnings miss, new leadership, budget allocation for Q1 being finalized, competitor mentions in industry reports.

Talking Points

Key Questions:
  • • What's driving the urgency for this initiative?
  • • Who else is involved in the decision process?
  • • What's your timeline for implementation?
Discussion Points:
  • • Reference their recent investment announcement
  • • Share relevant client success story
  • • Present ROI calculator based on their scale
Discovery • opportunity

Innovate Inc.

Proposal
follow up

Cloud Migration Services

Jane Doe, VP of Engineering

70%
Confidence
NEXT ACTION
Mon or Fri AM

Send over security compliance documentation

Following up on the proposal sent last week, addressing their security concerns.

WHY THIS MATTERS

Series B funding provides capital for strategic growth projects. Industry moving to cloud-first creates urgency.

STRATEGY

Leverage their expansion timeline and position our services as key enabler of their growth plans.

Conversation Roadmap

Conversation Journey

PREVIOUS

Technical Demo

NOW

Proposal Review

NEXT

Contract Negotiation

Key Indicators

$50M Series B funding last month, product launch in 6 months, actively allocating new budget, cloud-first industry trend.

Talking Points

Key Questions:
  • • What's driving the urgency for this initiative?
  • • Who else is involved in the decision process?
  • • What's your timeline for implementation?
Discussion Points:
  • • Reference their recent investment announcement
  • • Share relevant client success story
  • • Present ROI calculator based on their scale
Proposal • follow up