Activities
30 loggedToday
6- 09:15
Discovery call
LVMHWalked through current tooling and renewal timeline.
SNSarah NguyenCall - 10:00
Product demo
MicrosoftShowed pipeline forecasting to the revenue team.
MDMark DarnaldsDemo - 11:20
Follow-up sent
StripeSent pricing breakdown and security questionnaire.
ASAlex SantosEmail - 13:30
Executive briefing
SalesforceOutstandingCFO joined to review multi-year terms.
KCKate ChenMeeting - 16:00
Send mutual action plan
AdobeOutstandingDue today, blocking the proposal stage.
JTJames TaylorTask - 17:10
Account note
AirbnbChampion moving teams, need a second contact.
DNDrew NashNote
Yesterday
5- 09:45
Pricing call
SnowflakeNegotiated seat tiers, agreed to 120 seats.
MKMaria KellerCall - 11:00
Technical deep dive
DatadogSolutions engineer covered SSO and audit logs.
NJNia JamesonDemo - 14:15
Proposal sent
ShopifyAttached the redlined order form.
LWLina WongEmail - 15:40
Schedule security review
UberOutstandingWaiting on their InfoSec calendar.
JFJamie FoxTask - 16:30
Quarterly business review
NetflixReviewed adoption and expansion paths.
SNSarah NguyenMeeting
2 days ago
5- 09:00
Renewal check-in
AtlassianConfirmed budget approved for Q3.
MDMark DarnaldsCall - 10:25
Competitive note
FigmaEvaluating one other vendor on price only.
ASAlex SantosNote - 12:05
Intro email
LinearWarm intro from their VP Engineering.
KCKate ChenEmail - 14:00
Pilot kickoff
VercelSet success criteria for a 30 day pilot.
JTJames TaylorDemo - 16:45
Draft ROI model
TwilioOutstandingNeeded before the exec readout.
MKMaria KellerTask
3 days ago
4- 09:30
Procurement call
GoogleLegal wants a data processing addendum.
NJNia JamesonCall - 11:15
Onboarding sync
SlackPlanned rollout for the first 40 users.
DNDrew NashMeeting - 13:50
Case study shared
DisneySent the retail expansion case study.
LWLina WongEmail - 15:20
Risk flagged
PaypalDeal slipping, champion on leave for two weeks.
JFJamie FoxNote
4 days ago
4- 10:10
Executive demo
AppleBoard-level walkthrough of forecasting.
SNSarah NguyenDemo - 11:40
Support escalation
ZoomResolved an open ticket before renewal.
MDMark DarnaldsCall - 14:30
Update close date
DropboxPushed from Jun to Jul after legal review.
ASAlex SantosTask - 16:00
Contract sent
NotionOrder form out for signature.
KCKate ChenEmail
5 days ago
4- 09:20
Partner sync
SpotifyAligned with the reseller on APAC terms.
JTJames TaylorMeeting - 10:50
Expansion call
IntercomSecond business unit interested in seats.
MKMaria KellerCall - 13:05
Pricing note
AttioAsked for a two year discount schedule.
NJNia JamesonNote - 15:35
Security demo
United AirlinesCovered SOC 2 controls and audit trails.
DNDrew NashDemo
6 days ago
2- 09:55
Nudge sent
CanvaNo reply in nine days, trying a new thread.
LWLina WongEmail - 11:25
Book QBR
DuolingoOutstandingQuarterly review not yet on the calendar.
JFJamie FoxTask