Morning brief — Tuesday, Sep 1 · 3 external meetings today
9:00 — Meridian Foods · discovery call
- Who: Fatima Davis, Head of Ops (budget owner) · Omar Johansson, IT Director (security review)
- Email: Fatima asked Friday about onboarding timeline — still unanswered
- HubSpot: Discovery · $18k · close Oct 30
- News: Opened a third distribution hub in Columbus last week
- Talking points: answer the onboarding question first · pitch a multi-site rollout · offer Omar a 30-min security review
11:30 — Acme · close plan review
- Who: Elena Barna, VP Sales (champion) · Nathan Wilson, CRO (buyer, first time joining)
- Email: Order form with their legal since Thursday · Nathan asked for two references — still open
- HubSpot: Contract sent · $28.8k · close Sep 15
- News: Posted 8 new sales roles last week
- Talking points: bring the two references · size the deal for the hiring push · confirm the signature path
2:00 — Copperline Manufacturing · renewal QBR
- Who: Angela Patel, COO (sponsor) · Edward Martinez, Plant Systems Manager (power user)
- Email: Quiet 3 weeks — last thread was an Aug 11 support issue, fixed in 48h
- HubSpot: Renewal due Nov 1 · $42k, ~$60k with expansion
- News: Announced a second plant in Reno opening Q1
- Talking points: close the loop on the support issue · share the usage one-pager · float Reno as the expansion
Compiled from Calendar, Gmail, HubSpot, and company news