By 9 Oct 26ProposalTom Ashdown
Tom Ashdown should send Emyr Hopkins one written terms pack before the 15 Oct 2026 negotiation call. Emyr needs it to take the £155,000 Enterprise deal to his…
By 9 Oct 26ProposalSophie Ling
Sophie Ling should send Vikram Menon and Rania Khalil a written Growth proposal before the 12 Oct 2026 call. It should split the one-off implementation fee…
By 9 Oct 26Re engageSophie Ling
Sophie Ling should reopen the lost Starter deal with Robin Hatherell. He had finance committee approval and staged payments agreed, and the deal closed lost on…
By 9 Oct 26DiscoveryTom Ashdown
Tom Ashdown should make a first discovery approach to Petra Wagner, the CRM champion at this Nuremberg insurer. She has never been contacted on record, and the…
By 9 Oct 26Re engageNell Ashcombe
Nell Ashcombe should write to Emma Illingworth to check she is still Head of Client Services and offer a short adoption-led conversation. The only Starter deal…
By 9 Oct 26Re engageMatteo Ricci
Matteo Ricci should send Erik Willems, the CFO, written answers on audit trail and EU data residency, the questions he raised on the 9 Feb 2026 call before…
By 9 Oct 26Re engageMarcus Bell
Marcus Bell should reopen contact with Matthew Grice, a former heavy user, to test a right-sized Starter return. Ardenmore churned when its last term ended on…
By 9 Oct 26Re engageLewis Kerr
Lewis Kerr should send Brendan O'Mahony a refreshed Growth proposal at the current price book. It should answer the unanswered currency question and show the…
By 9 Oct 26ProposalLewis Kerr
Lewis Kerr should agree with Michelle Bancroft who signs, her budget timing and a signing date before the 21 Oct 2026 proposal call with Roy Saxton, and send…
By 9 Oct 26Re engageLewis Kerr
Lewis Kerr should ask Chris Riley, Head of Data, which security concern lost the Growth deal on 26 Sep 2025. Hannah Lowe should prepare corrected security…
By 9 Oct 26DiscoveryMatteo Ricci
Matteo Ricci should contact Clifford Unwin this week to confirm his seat at the 15 Oct 2026 webinar and offer a follow-up call. The aim is to reopen Starter at…
By 9 Oct 26ProposalTom Ashdown
Tom Ashdown should send Steve Greenhalgh the written Starter proposal behind the £28,000 emailed figure and invite him to the 16 Oct 2026 demo. The economic…
By 9 Oct 26OtherAmara Obi
Amara Obi should send Alistair Penrose one written reply on the data held, its deletion or return, and no further charges. Debbie Rowntree should get the…
By 9 Oct 26UpsellJordan Pike
Jordan Pike should open an additional 10 users conversation with Alyssa Greenberg now. 14 of 15 Starter seats are active and questions reached 555 in Sep 2026.…
By 9 Oct 26RenewalAmara Obi
Amara Obi should turn the timed complaints and usage trend into a written value case and ask Leanne Partington to bring Douglas Entwistle to the November QBR,…
By 9 Oct 26UpsellLewis Kerr
Lewis Kerr should meet Lena Becker now to scope an additional 10 users add-on, with 37 of 40 seats active, and set the £50,000 renewal price against the 11 Mar…
By 9 Oct 26ProposalSophie Ling
Sophie Ling should answer Omar Al Suwaidi's open process question in writing and add him to the 26 Oct 2026 demo. He is the economic buyer, asked about year…
By 9 Oct 26ProposalMatteo Ricci
Matteo Ricci should send Ronan Mulcahy the annual Starter price, the implementation split, a discount answer and a go-live date in writing before the 12 Oct…
By 9 Oct 26Re engageMatteo Ricci
Matteo Ricci should reopen the lost Growth deal with Úna Hanrahan and bring the CFO, Padraic Shanahan, into a price conversation. The deal failed on price on 1…
By 9 Oct 26DeliveryBethan Lister
Bethan Lister should close the Salesforce connector authentication error with Javier Ortiz this week. It has had no resolution since 16 Sep 2026, and the…
By 9 Oct 26DiscoveryLewis Kerr
Lewis Kerr should ask Kylie Bannister for a discovery call and confirm whether she is still the right champion. Bellarine Freight has never bought, and the…
By 9 Oct 26DiscoverySophie Ling
Before the 15 Oct 2026 demo, Sophie Ling and Hannah Lowe should prepare a written security answer for personal member data and ask Oliver Pennock to bring Raj…
By 9 Oct 26DiscoveryTom Ashdown
Tom Ashdown should re-approach Bellhurst Accountancy and ask Kevin Lister for an introduction to Gemma Dobson, the Managing Director. The Starter deal was lost…
By 9 Oct 26ProposalSophie Ling
Sophie Ling should send the written renewal and expansion terms and close the two open security items before the 23 Oct 2026 negotiation call, so Peter Garbutt…
By 9 Oct 26Re engageNell Ashcombe
Nell Ashcombe should write to Sally Bettinson with the itemised Starter price breakdown Vernon Toon asked for, because the only deal was lost on price in Feb…
By 9 Oct 26At risk saveTom Ashdown
Tom Ashdown sends Gareth Whitlam the promised written line-by-line breakdown of the £50,000 renewal figure, with options sized to actual use, before the 12 Oct…
By 9 Oct 26Re engageJordan Pike
Jordan Pike should reopen contact with Danielle Butler, the former champion, to learn how the chosen competitor is performing and what won. There has been no…
By 9 Oct 26DiscoveryTom Ashdown
Tom Ashdown should ask Kristen Abernathy for a first discovery call. The only contact on record is Nell Ashcombe's unanswered webinar invitation of 13 Jun…
By 9 Oct 26ProposalJordan Pike
Jordan Pike sends Travis Whitaker a corrected Growth order form at £50,000 a year plus £12,000 implementation, with eight connectors, one business hour P1…
By 9 Oct 26RenewalMatteo Ricci
Matteo Ricci should send Dennis Wolter and Matthias Ebner a written commercial split that matches the executed Enterprise order form: £125,000 a year from 3…
By 9 Oct 26Re engageSophie Ling
Theo Gallagher and Sophie Ling should send Patricia Gleave written answers on retention, encryption at rest and audit logging. Her questions stalled the…
By 9 Oct 26DeliveryHamza Akhtar
Hamza Akhtar should give Bryony Vosper an answer on the farm invoice total that looked lower than the accounts, and on the open wrong-farm ticket, before the…
By 9 Oct 26Re engageNell Ashcombe
Nell Ashcombe should write personally to Amy Tebbutt to reopen the reconciliation problem she raised on the 22 May 2023 call. The Starter deal was lost to a…
By 9 Oct 26Re engageSophie Ling
Sophie Ling should ask Rosemary Haxby to put a written value case, built on the attendance demo she backed, in front of Geoffrey Tasker. The Growth deal closed…
By 9 Oct 26RenewalTom Ashdown
Tom Ashdown should send one corrected renewal paper before the 29 Oct 2026 call with Graham Tovey and Mandy Gasson. The current proposals contradict the…
By 9 Oct 26UpsellDaniel Okafor
Daniel Okafor should give Ed Duckworth a short Growth case for the operations team to take to Ravi Atherton, following the 1 Oct 2026 call. The pending…
By 9 Oct 26RenewalMatteo Ricci
Matteo Ricci should send Ruud Verhoeven a written build-up of the renewal figure, traced to the executed order form, before the 12 Oct 2026 renewal call. The…
By 9 Oct 26Re engageMatteo Ricci
Matteo Ricci should reopen the conversation with Linnea Berg, the evaluation's champion. The offer should answer Anders Holm's open points on price, cost lines…
By 9 Oct 26Re engageJordan Pike
Jordan Pike should reopen with Dana Pulaski and send the one-off and recurring cost split Brent Olson asked for. The Enterprise deal was lost to no decision,…
By 9 Oct 26DiscoveryLewis Kerr
Lewis Kerr should send Rosa Ellwood the recording of the 24 Sep 2026 renewals webinar and ask for a first discovery call. The 11 Sep 2026 invitation is the…
By 9 Oct 26DiscoveryTom Ashdown
Tom Ashdown should book a first discovery call with Mélanie Tremblay, the CRM champion at Cabbagetown Software. No calls, email threads or open deal are on…
By 9 Oct 26Re engageLewis Kerr
Lewis Kerr should reopen with Phoebe Lacey and ask whether Cadnam Rise has since bought Snowflake. That gap gated the Starter deal, which closed lost on 12 Sep…
By 9 Oct 26Re engageTom Ashdown
Tom Ashdown should reopen Cairnlea Homes with Neil Metcalfe and lead with refreshed security answers. The only Growth deal closed lost on security review on 28…
By 9 Oct 26Re engageDaniel Okafor
Daniel Okafor should send Helen Marsden the promised holdings summary and board pack reconciliation, ask Calderbrook to choose return or deletion under the…
By 9 Oct 26DiscoveryHarvey Doyle
Harvey Doyle should ask Nasreen Bibi, Head of Customer Insight and the CRM champion, for a first discovery call. Calverley Mutual Housing has had no contact…
By 9 Oct 26At risk saveAmara Obi
Amara Obi should agree with Kofi Asamoah which four connectors stay under the signed Starter renewal and bring that plan and a measured value case to the 26…
By 9 Oct 26Re engageTom Ashdown
Tom Ashdown should reopen Carnwath Haulage with a finance reconciliation value case for Margaret Cleland, Finance Director. The Growth deal was lost to a…
By 9 Oct 26ProposalHarvey Doyle
Harvey Doyle should send Patrick Rowbotham and Cerys Llewellyn a board-ready Growth cost-per-provider pack, with the refresh wording corrected, before the 14…
By 9 Oct 26DeliveryElena Novak
Elena Novak should run the consultant session Deirdre Barry agreed on 7 Sep 2026 and get the helpdesk move date from Aisling Kiely before the 4 Nov 2026…
By 9 Oct 26RenewalMarcus Bell
Marcus Bell should book a value review with Trevor Bulmer now, ahead of the £50,000 Growth renewal on 1 Mar 2027. Trevor has questioned value before past…