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Activities

50 logged events · 4 open tasks.

Today

  1. Send Saffron implementation scopeOpen

    Draft the two-plant pilot scope and share with the QA director.

    Task · Noor Haddad · Saffron Foods · 1h ago

  2. Pricing alignment call

    Walked Pinemont through the multi-year term and SSO bundle. Both sides aligned on the number.

    Meeting · Dev Sharma · Pinemont Bank · 2h ago

  3. Sent technical deep-dive agenda

    Shared the HIPAA workflow doc and proposed three slots for the architecture review.

    Email · Lena Falk · Quanta Health · 4h ago

  4. Legal redlines review

    Northwind legal cleared the security exhibit. One open item on data retention.

    Call · Marco Reyes · Northwind Logistics · 6h ago

Yesterday

  1. Fraud-signals security review

    Lumen security + legal joined. Data-residency is the last gate.

    Meeting · Dev Sharma · Lumen Insurance · 1d ago

  2. Orbital POC results

    Telemetry POC hit all success criteria. Engineering lead is now an internal champion.

    Note · Marco Reyes · Orbital Systems · 1d ago

  3. Driftwood business case

    Sent the GM the ROI model and a one-page exec summary.

    Email · Noor Haddad · Driftwood Hospitality · 1d ago

  4. Quanta deep-dive prepOpen

    Prepare the architecture review deck for Quanta.

    Task · Dev Sharma · Quanta Health · 1d ago

This week

  1. Cobalt kickoff scheduling

    Closed-won onboarding — booked the kickoff for next week.

    Call · Lena Falk · Meridian Retail · 2d ago

  2. Moved Aurora to Negotiation

    Champion confirmed budget; advancing from proposal to negotiation.

    Stage change · Marco Reyes · Aurora Media · 2d ago

  3. Meridian proposal walkthrough

    Presented the enterprise proposal to digital + finance stakeholders.

    Meeting · Dev Sharma · Meridian Retail · 2d ago

  4. Lumen residency options

    Sent three data-residency options for legal to evaluate.

    Email · Dev Sharma · Lumen Insurance · 2d ago

  5. Prepare Lumen pilot SOW

    Scope the claims-analytics pilot and align on success metrics.

    Task · Lena Falk · Lumen Insurance · 3d ago

  6. Vertex COO follow-up

    Sent the ROI summary and asked for a 20-min sign-off call.

    Email · Noor Haddad · Vertex Robotics · 3d ago

  7. Aurora handoff from SDR

    Took the warm handoff; mapped stakeholders and next steps.

    Call · Marco Reyes · Aurora Media · 4d ago

  8. Helio competitive intel

    Procurement is comparing us to the incumbent on TCO, not features.

    Note · Dev Sharma · Helio Energy · 4d ago

  9. Orbital security champion

    Engineering lead now championing internally — strong signal.

    Note · Noor Haddad · Orbital Systems · 4d ago

  10. Orbital compliance scoping

    Walked through SOC2 evidence requirements with the security lead.

    Meeting · Noor Haddad · Orbital Systems · 5d ago

  11. Send Northwind retention addendumFollow up

    Draft the data-retention language legal asked for.

    Task · Marco Reyes · Northwind Logistics · 5d ago

  12. Cobalt onboarding pack

    Sent the closed-won onboarding pack and kickoff invite.

    Email · Lena Falk · Cobalt Studios · 5d ago

  13. Saffron QA proposal

    Sent the quality-dashboard proposal with the two-plant pilot plan.

    Email · Lena Falk · Saffron Foods · 6d ago

  14. Aurora usage review

    Reviewed usage trends to inform the tier negotiation.

    Call · Marco Reyes · Aurora Media · 6d ago

  15. Fernwood warehouse scoping

    Confirmed budget-in-principle; mapped the district rollout phases.

    Call · Dev Sharma · Fernwood Schools · 6d ago

This month

  1. Advanced Stratus expansion

    Seat expansion moved to qualified after the usage review.

    Stage change · Dev Sharma · Stratus Cloud · Jun 14, 2026

  2. Aurora tier negotiation

    Discussed usage-based vs. flat annual. Modeling both for the champion.

    Meeting · Marco Reyes · Pinemont Bank · Jun 14, 2026

  3. Quanta bundling strategy

    Bundle the integrations pack with the data hub for a cleaner rate.

    Note · Lena Falk · Quanta Health · Jun 13, 2026

  4. Junction ops console intro

    Re-engaged a new department after the planner loss. Fresh budget line.

    Email · Noor Haddad · Junction Transit · Jun 13, 2026

  5. Pinemont procurement sync

    Aligned on the signature timeline; targeting end of next week.

    Call · Dev Sharma · Pinemont Bank · Jun 12, 2026

  6. Build Orbital onboarding plan

    Outline onboarding + premium support for the proposal.

    Task · Marco Reyes · Fernwood Schools · Jun 12, 2026

  7. Quanta discovery readout

    Shared discovery findings; strong fit on HIPAA workflows.

    Meeting · Lena Falk · Quanta Health · Jun 11, 2026

  8. Meridian partner notes

    SI partner is actively co-selling; aligned on peak-season timing.

    Note · Dev Sharma · Meridian Retail · Jun 10, 2026

  9. Northwind expansion intro

    Introduced the warehouse add-on to the same champion.

    Email · Noor Haddad · Helio Energy · Jun 9, 2026

  10. Vertex predictive QA intro

    Followed up on the AutomateX conversation; sent the one-pager.

    Call · Marco Reyes · Meridian Retail · Jun 8, 2026

  11. Cobalt portal discoveryFollow up

    Book discovery with the founder for the client-portal idea.

    Task · Lena Falk · Cobalt Studios · Jun 7, 2026

  12. Lumen actuarial fit call

    Validated the analytics fit with the chief actuary; scoping the pilot.

    Meeting · Dev Sharma · Lumen Insurance · Jun 6, 2026

  13. Driftwood timeline risk

    Reorg risk flagged; keep the revenue manager engaged.

    Note · Noor Haddad · Driftwood Hospitality · Jun 5, 2026

  14. Stratus expansion recap

    Recapped the seat-expansion path after the cost-suite win.

    Email · Dev Sharma · Stratus Cloud · Jun 4, 2026

  15. Saffron pilot planning

    Agreed on the two-plant pilot then expand model.

    Call · Lena Falk · Saffron Foods · Jun 3, 2026

  16. Vertex advanced to Proposal

    Demo landed; moving from qualified to proposal.

    Stage change · Marco Reyes · Aurora Media · Jun 2, 2026

  17. Junction console scoping

    Scoped the ops console for the new department.

    Meeting · Dev Sharma · Junction Transit · Jun 1, 2026

  18. Driftwood ROI model v2

    Refresh the ROI model with the latest occupancy data.

    Task · Noor Haddad · Orbital Systems · May 31, 2026

  19. Northwind security exhibit

    Sent the completed security exhibit to legal.

    Email · Marco Reyes · Northwind Logistics · May 30, 2026

  20. Lumen referral source

    Pinemont champion made the intro; warm and high-trust.

    Note · Lena Falk · Stratus Cloud · May 29, 2026

  21. Helio forecasting intro

    Routed the inbound to the energy AE; booked discovery.

    Call · Dev Sharma · Helio Energy · May 28, 2026

  22. Vertex floor demo

    Demoed line automation to the floor team; ROI resonated.

    Meeting · Noor Haddad · Vertex Robotics · May 27, 2026

  23. Meridian finance follow-up

    Chased the finance reviewer on the enterprise proposal.

    Email · Dev Sharma · Driftwood Hospitality · May 26, 2026

  24. Quanta integration list

    Compile the required integrations for the add-on proposal.

    Task · Lena Falk · Quanta Health · May 25, 2026

  25. Aurora champion mapping

    Mapped the buying committee; champion + economic buyer identified.

    Note · Marco Reyes · Pinemont Bank · May 24, 2026

Earlier

  1. Pinemont legal intro

    Looped in legal early to de-risk the multi-year term.

    Call · Dev Sharma · Pinemont Bank · May 22, 2026

  2. Fernwood warehouse demo

    Demoed the warehouse to the district IT team.

    Meeting · Noor Haddad · Fernwood Schools · May 20, 2026