Kaia

8/27 - demo 8/27 - Chris mentioned via email that we need to sign by end of this week 8/27 - demo 6/10 - Next steps are to chat with Manny regarding AI Agents 5/26 - Sending contract for signature. 5/19 - TL reached out to RevOps, waiting for feedback on AI Agents Proposal conversation on May 10 Next steps demo Circling back after Q2 to finalize agreement Circling back after lunch The vendor will gather more information about the prospect's decision-making process and criteria before presenting a solution. 2/16 - The vendor will gather more information about the prospect's decision-making process and criteria before presenting a solution. 18/2 XYZ Feb 5th - I had a meeting with Bronson Jan 25 - Convo with procurement Thurs Dec 9th - Quick convo with DM went well Dec 5th - Had a demo and xyz Nov 25 - Call went great Sept 24 - Met with customer. Sept 23 - had a great meeting with CRO, moving to contracting Sep 23 - Met with customer Sept 3rd - Conversation to go through proposal with VP Sept 1st Call to discuss upcoming contract signature 31 July ABC 7/24: Next steps are to speak with Liam Sent samples on 7/15, next meeting is 7/21 7.10 New notes 6/27 - follow up demo 6/26 - met at conference call next week 6/25 David and brett booked proposal review or intro call with Adam and Joanna 6/10 The following actionable next steps were agreed upon: - Deliver an updated two-phase proposal by the end of the week. - Coordinate a pilot approach workshop with the basis network lead and the infrastructure team. - Schedule an integration deep dive with the BTP architect and SuccessFactors lead. - Arrange a private executive briefing during Sapphire. 6/10 How do we sell this to leadership? 4/28 - Set a time for April 30th to discuss the pilot for AKGs end user group 4/21 - Great call 4/16 Trying to engage CRO for exec alignment around long-term Outreach Partnership 4/15 Dewain mentioned pricing concerns - Acme Co. offered a compelling deal. 4/7 - Generated Quote - sent to Customer. 3/31 - Spoke with James, he likes account plans 3/27 Julie Update 3/25 - Proposal review with Bri 03/11 - Met today and moving the next stage 03/11 - next meeting 2/19 - Synced with team in person, had a great chat. 2/12: Getting in front of the CRO next week to showcase value of solution 01/16 - Met today and moving the next stage MSA and IT Securty Review 28 Jan.. 1/15 -Progressing nicely. 1/10 next steps 12/23 HK - Met with decision maker... 12/12 - demo with 12/4 Meeting with our nTOp and team..... 11/12 - Presenting proposal on 11/20 to decision maker and economic buyer 11/08 - Met 11/05 - meet with CEO Met with Angela and Ross. demo- 10/17 - sending contract for reviews. 10/3 - Pricing call MS 10/3 - Spoke to Isabella Jaramillo 9/20 - Pricing call.. 09/19 - - 9/3 Next Steps. 9/3 - CFO out for the next two weeks 8/16 - No change. 8/15 - Call set with VP of another product line to try and increase deal by 30 seats. Fill out MEDPICC 7/31 - Contract Out 7/30 test 7/24 - Contract Out - Waiting on sign 7/17 - meeting set with POC on 7/30 7/8 - meeting with the team next week 6/24 met w stefan and team 6/19 - Charlie in person meeting on June 25th. .... 6/19 - Need to outline next steps in our next call. Next step is implementation 6/10 - Contextual demo set for leaders 5/28 - Reconnect on Friday. . 5/22 Had a great meeting - reconnecting after MDW Next Meeting is 5/24 - sharing Proposal 5/21 - Demo with the team 5/29: Call scheduled with Nedi Make a call to the champion Next Steps: loop in AE 4/17 - Final demo to new group 4/2 - meeting booked 4/2 - Follow up on pilot discussion.. 3/10: Call booked for next week. 2/15: Call next week scheduled. 1/26 - MSA in review. 1/22 - talking tomorrow 12/8 technical validation 11/8 - final price 10/31: Follow-up demo 10/25: Alex provided a demo to Flint and team. 10/12: Spoke with Nedi and Dena 10/10: Demo words 10/09: Call next week. ..

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