By 9 Oct 26Re engageSophie Ling
Sophie Ling should reopen the Starter deal with Fran Whiting, find out why it closed lost for no decision on 6 Jul 2026, and answer the board's wish to scale…
By 9 Oct 26Re engageNell Ashcombe
Nell Ashcombe should write to Priti Priestley, Finance Director, to confirm she is still in post and offer a fresh Starter conversation. She called the 2023…
By 9 Oct 26Re engageMarcus Bell
Marcus Bell should reopen contact with Matthew Grice, the heaviest asker before the Starter term ended on 29 Aug 2025, and test a right-sized return that…
By 9 Oct 26Re engageLewis Kerr
Lewis Kerr should reopen Ardfinnan Freight Services with Grainne Lynch. The pitch is the Finance Director's stated need for margin by client and route. The…
By 9 Oct 26ProposalLewis Kerr
Lewis Kerr should send Michelle Bancroft the housing connector commitment in writing and confirm the signatory and budget cycle before the proposal call with…
By 9 Oct 26Re engageLewis Kerr
Lewis Kerr should reopen with Chris Riley to learn what failed in the security review that lost the Growth deal on 26 Sep 2025. A full healthcare security…
By 9 Oct 26ProposalTom Ashdown
Tom Ashdown should send Steve Greenhalgh the written Starter proposal promised on 30 Sep 2026. That puts the £28,000 email figure into proper terms before the…
By 9 Oct 26OtherAmara Obi
Amara Obi sends Alistair Penrose written confirmation of the data held, how it was handled at term end and that no further charges accrue. Rachel Dunmore…
By 9 Oct 26RenewalDaniel Okafor
Daniel Okafor should book a value review with Jonas Lehmann and Lena Becker. Usage is up 567% and 37 of 40 licensed users are active, but nothing is recorded…
By 9 Oct 26DiscoverySophie Ling
Sophie Ling should answer Omar Al Suwaidi's 16 Sep 2026 process question this week, invite him to the 26 Oct 2026 demo, and set out the Enterprise steps in…
By 9 Oct 26Re engageMatteo Ricci
Matteo Ricci should reopen the conversation with Úna Hanrahan, the champion who wanted to move forward after the 28 May 2026 demo. Bring a priced Growth…
By 9 Oct 26DeliveryBethan Lister
Bethan Lister should clear the Salesforce connector authentication error with Javier Ortiz now: the 10 Sep 2026 thread shows no resolution, and Javier asks 28%…
By 9 Oct 26DiscoveryLewis Kerr
Lewis Kerr should send Kylie Bannister a fresh discovery request, copying Doug Fairweather, this week. The only outreach, a 27 Dec 2024 webinar invitation,…
By 9 Oct 26DiscoverySophie Ling
Sophie Ling should ask Oliver Pennock to bring Raj Sandhu to the 15 Oct 2026 demo, with a written answer on personal member data security. Security was the one…
By 9 Oct 26Re engageTom Ashdown
Tom Ashdown should reopen Bellhurst Accountancy by going directly to Gemma Dobson, the Managing Director, who approves spend. The Starter deal closed lost on…
By 9 Oct 26At risk saveTom Ashdown
Tom Ashdown sends Gareth Whitlam the line-by-line breakdown of the £50,000 renewal, with right-sized options, before the 12 Oct 2026 call. Gareth rejects any…
By 9 Oct 26Re engageJordan Pike
Jordan Pike should reopen contact with Danielle Butler, the former champion at Brannigan Wolfe, to learn how the chosen rival is working and offer a value case…
By 9 Oct 26DiscoveryTom Ashdown
Tom Ashdown should send Kristen Abernathy a direct discovery invitation. The CRM lists her as champion, but there is no call, no deal and no reply on record…
By 9 Oct 26ProposalJordan Pike
Jordan Pike should send Travis Whitaker and Vanessa Guerrero a corrected Growth order form before the 26 Oct 2026 negotiation call. The 9 Oct 2026 call…
By 9 Oct 26DeliveryMatteo Ricci
Matteo Ricci sends Matthias Ebner one written pack: governance note, exit plan, EU residency confirmation and a dated single sign-on answer. These are the open…
By 9 Oct 26Re engageSophie Ling
Sophie Ling and Theo Gallagher should send Patricia Gleave written answers on retention, encryption and audit logging, copying Annabel Rigby. Those unanswered…
By 9 Oct 26Re engageTom Ashdown
Tom Ashdown, with Nell Ashcombe, sends Amy Tebbutt a personal win-back note on her property, tenant and invoice reconciliation pain, asking for a short Starter…
By 9 Oct 26RenewalTom Ashdown
Tom Ashdown should send Graham Tovey and Mandy Gasson one confirmed renewal figure, user count and billing basis before the renewal call on 29 Oct 2026. The…
By 9 Oct 26UpsellDaniel Okafor
Daniel Okafor should fix the stalled Salesforce sync, then give Ed Duckworth a short Growth case for operations to take to Ravi Atherton. Ed agreed on 1 Oct…
By 9 Oct 26At risk saveMatteo Ricci
Matteo Ricci sends Ruud Verhoeven a written renewal build-up traced to the executed order forms before the 12 Oct 2026 renewal call. Ruud will not decide…
By 9 Oct 26DiscoveryLewis Kerr
Lewis Kerr should send Rosa Ellwood the 24 Sep 2026 renewals webinar recording and propose a discovery call. Her 11 Sep 2026 invitation got no reply, and no…
By 9 Oct 26Re engageLewis Kerr
Lewis Kerr should reopen talks with Phoebe Lacey to learn whether the board question and the Snowflake prerequisite have moved since the Starter deal closed…
By 9 Oct 26Re engageTom Ashdown
Tom Ashdown should ask Neil Metcalfe what failed in the security review that lost the Growth deal on 28 Feb 2025, so any win-back starts from refreshed…
By 9 Oct 26Re engageDaniel Okafor
Send Helen Marsden the overdue written handover: what the brain holds, options for the Snowflake data and pages, and the arrears reconciliation. A clean exit…
By 9 Oct 26DiscoveryHarvey Doyle
Harvey Doyle should approach Nasreen Bibi, the CRM champion at Calverley Mutual Housing, to request a first discovery conversation. The only contact so far is…
By 9 Oct 26DeliveryAmara Obi
Amara Obi should agree the four Starter connectors with Kofi Asamoah and fix the flat indexing before the 26 Oct 2026 QBR. The executed order form starts…
By 9 Oct 26Re engageTom Ashdown
Tom Ashdown should send Finance Director Margaret Cleland a short win-back note built on her cross-system reconciliation pain. It should ask whether the…
By 9 Oct 26ProposalHarvey Doyle
Harvey Doyle should turn Cawthorne Learning's Growth proposal into a cost-per-provider board case, using Cerys Llewellyn's provider count, before the 14 Oct…
By 9 Oct 26DeliveryElena Novak
Elena Novak should confirm the consultant session with Deirdre Barry before the 4 Nov 2026 check-in. One unnamed user asked 46% of questions over the last 90…
By 9 Oct 26RenewalLewis Kerr
Lewis Kerr sends Brendan Moran an itemised, right-sized renewal quote that reconciles the £55,000 deal with the £46,800 contracted, well before the 26 Oct 2026…
By 9 Oct 26Re engageSophie Ling
Sophie Ling should contact Imelda Postlethwaite to learn what the security review objected to, which sank the £28,000 Starter deal on 12 May 2026. Nothing is…
By 9 Oct 26ProposalJordan Pike
Jordan Pike should send Tasha Merriweather the written Growth proposal this week, so Bill Hamrick sees the price before the 26 Oct 2026 proposal call. Pricing…
By 9 Oct 26UpsellHollie Grieve
Hollie Grieve should prepare a Growth upgrade discovery for the 27 Oct 2026 check-in with Brooke Dawson. Use is climbing towards the 15-user Starter licence,…
By 9 Oct 26Re engageDaniel Okafor
Daniel Okafor should formally take over Copperlane Payroll, which has had no active owner since Priya Raman left. He should book a call with Rebecca Nuttall to…
By 9 Oct 26RenewalHollie Grieve
Hollie Grieve should send Mike Delaney a one-page ROI in USD, showing seat use and shipper value, because at the 9 Oct 2026 QBR he made it the condition of any…
By 9 Oct 26OtherDaniel Okafor
Daniel Okafor should confirm in writing to Sam Yates that Corriemoor Foods data was deleted under the data processing agreement. The records do not show…
By 9 Oct 26ProposalTom Ashdown
Tom Ashdown sends Catriona Muir the exit, audit and access clauses in writing with the Enterprise order form before the negotiation call booked for 26 Oct…
By 9 Oct 26ProposalHarvey Doyle
Harvey Doyle should send Eilidh Rutherford and Niall Sutherland a written Growth proposal on price-book terms before the 12 Oct 2026 proposal call, replacing…
By 9 Oct 26Re engageTom Ashdown
Tom Ashdown should reopen the conversation with Giles Hammond and Annette Pocock on a fresh Starter proposal. Giles asked what to sign on 19 Dec 2023, but the…
By 9 Oct 26DiscoverySophie Ling
Sophie Ling sends the security questionnaire to Sanjay Krishnan and books Theo Gallagher with him before the 20 Oct 2026 demo, because the security review must…
By 9 Oct 26Re engageDaniel Okafor
Daniel Okafor should answer Saskia Mendes's unanswered 30 Jun 2026 request about the client pages and confirm the DPA access removal and deletion steps. A…
By 9 Oct 26Re engageMatteo Ricci
Matteo Ricci should ask Claire Vasseur to set up a call with Mathieu Garnier to learn which security point closed the Growth deal on 10 Apr 2026. Any reopened…
By 9 Oct 26ProposalMatteo Ricci
Matteo Ricci should send Koen Janssens, the CFO and economic buyer, a Growth proposal pack before the 26 Oct 2026 call. An Peeters needs management approval,…
By 9 Oct 26At risk saveTom Ashdown
Tom Ashdown should replace the unsigned £58,000 proposal with a Growth renewal at the computed £50,000 price before the 27 Oct 2026 QBR. Stuart Kenyon refuses…
By 9 Oct 26Re engageMatteo Ricci
Matteo Ricci should ask Sandra Kühn what the security review needed and for an introduction to Timo Brand. The Growth deal was lost on 30 Jan 2026 over that…