Pipeline Health Monitor

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $275,000 | **Close:** 2026-12-16 **Issue:** 121 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-29): FU in Q4, and see if their customer wants to re-open investigation of migration from Slack to Google Chat. Seems like Google Migration tool is being leveraged by a number of companies as it meets requirements, and has capabilities to mgirate CONTENT/EMAIL/CALE... - Last call (2026-04-17): Call with Preston Ferguson > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 11 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $140,000 | **Close:** 2026-07-15 **Issue:** 131 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-04-23): I got to learn we have issue with the Migration. More details we need to check with Diwakar. - Last call (2026-02-18): CloudFuze x Convex _ Pilot Test Continuation > CloudFuze x Convex _ Pilot Test Continuation **Suggested next step:** - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $137,000 | **Close:** 2026-11-11 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - Last note (2026-08-02): Slack to GChat - 3000 Users -- -wants entire Channel History, and will need assistance with bot Rebuild/Workflow rebuild in Google Chat. Timeline --- Slack Renewal date is June 2027, so migration is targeted to complete March 2027 Sign Date -- Not committed fo... **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Trial | **Owner:** Anthony Raymond | **Amount:** $100,000 | **Close:** 2026-06-22 **Issue:** 74 days in 'Trial' without progression. **Recent signals:** - Last note (2026-03-05): LL: Mar 23 Call with Amit, Aditi, Nivas, Chitro & Larry Q&A on Proposal LL: Mar 19 Amit messages and confirmed the numbers - Users: 90k Storage: 3.6 PB Object count: 7Mil Timeline: Sept 2027, The deal is at a very early stage!!! Not much details available now!... **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 12 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $80,000 | **Close:** 2026-09-23 **Issue:** 56 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-07-15): Have gotten the DL from Nutrien directly, and this is an official RFQ for a pilot and then production migration. Sent RFQ response to Nutrien. - Last call (2026-06-16): Call with Nutrien > [Outbound] **Suggested next step:** - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 11 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $70,000 | **Close:** 2026-06-17 **Issue:** 82 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-04-01): Had initial discovery call, and we are down to 2 potential vendors. Per Phoebe, she will be taking this forward and should get intro to Procurement by April 10th or so. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Joy Prakash | **Amount:** $60,552 | **Close:** 2026-05-19 **Issue:** 119 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-06-02): sent follow up email - Last call (2026-05-01): Call with Bhavin Sankhat Sankhat > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Last outreach went unanswered. Switch channel: email + LinkedIn message; do not just re-dial.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $60,000 | **Close:** 2026-10-14 **Issue:** 89 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-07): chasing another call with TPG Vanessa usually coordinates, and had sent me an email to schedule another call, but think the holidays blocked it. Sent email directly to entire team to see if project still open, and when they want to meet./ **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 9 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $39,000 | **Close:** 2026-06-10 **Issue:** 69 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2025-12-16): 12/16/25 LB: Project #10 - 1423 users 16TB of data in email. SOW that was approved by CF was 2 months 3L servers. - Last call (2025-12-22): Call with Pythian > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $50,000 | **Close:** 2026-09-16 **Issue:** 21 days in 'SQL' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 6 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Signature | **Owner:** Anthony Raymond | **Amount:** $50,000 | **Close:** 2026-07-30 **Issue:** 24 days in 'Signature' without progression. **Recent signals:** - Last note (2026-06-12): Met with Andrew and Brian -- Brian is responsible for project, and Brian is boss. they have short timeline and are breaking up an MS tenant into 2, and migrating 800 users to NEW MS Tenant They'd like CloudFuze to do most fo it all, if possible. Managed migrat... - Last call (2026-07-06): CloudFuze x T5 Data Centers (New Requirement) **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $50,000 | **Close:** 2026-10-14 **Issue:** 93 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-29): They need to be able to discover 3rd party agents, and we dont seem to have a way right now. There was some interest, but we have not been able to give replies to requested details/questions, so this has been difficult to move forward. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Signature | **Owner:** Anthony Raymond | **Amount:** $50,000 | **Close:** 2026-07-30 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-12): Met with Andrew and Brian -- Brian is responsible for project, and Brian is boss. they have short timeline and are breaking up an MS tenant into 2, and migrating 800 users to NEW MS Tenant They'd like CloudFuze to do most fo it all, if possible. Managed migrat... - Last call (2026-07-06): CloudFuze x T5 Data Centers (New Requirement) **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $45,000 | **Close:** 2026-08-12 **Issue:** 69 days in 'SQL' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $40,000 | **Close:** 2026-06-30 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 7 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Signature | **Owner:** Kritika Gupta | **Amount:** $42,776 | **Close:** 2026-07-22 **Issue:** 17 days in 'Signature' without progression. **Recent signals:** - Last note (2026-06-24): They had few changes which we were suppose to make in the SOW. NIvas has already reverted back with the Technical details and updated SOW is been sent already. - Last call (2026-06-08): Call with Vitaly Endrjukaitis > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 9 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Signature | **Owner:** Kritika Gupta | **Amount:** $42,776 | **Close:** 2026-07-22 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-24): They had few changes which we were suppose to make in the SOW. NIvas has already reverted back with the Technical details and updated SOW is been sent already. - Last call (2026-06-08): Call with Vitaly Endrjukaitis > [Outbound] **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 14 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $30,000 | **Close:** 2026-08-19 **Issue:** 61 days in 'Demo' without progression. **Recent signals:** - Last note (2026-08-05): We are coordinating a call for this week, as they are ready to proceed forward per email shared. - Last call (2025-03-13): Call with Luis Maradiaga Maradiaga **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 8 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $34,000 | **Close:** 2026-08-19 **Issue:** 39 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-01): Finished quick discovery over a phone call, as she was hvaing issues joining TEAMS Meeting or Zoom Meeting. Google Consolidation into University of Hawaii tenant. 500 Users + 7 TB Data ---- has been using FREE EDU plan, and hence they have storage limits, so o... **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $29,000 | **Close:** 2026-06-01 **Issue:** 96 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-04-07): Met with Nijith and Shlomi (oncloud) regarding mgiration for a client. We are STARTING with NDA, as company or scope has not been shared. NDA received WITH MSA-DPA, and NDA returned. MSA-DPA --with Adi for review. Next Steps --- complete NDA, so we can get com... - Last call (2026-07-29): Call with Shlomi Fanan > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Joy Prakash | **Amount:** $21,560 | **Close:** 2026-05-19 **Issue:** 157 days in 'Demo' without progression. **Recent signals:** - Last note (2026-03-24): Moved it back to March. We need to work with them. - Last call (2026-02-17): Call with Samridh Bhat > Spoke to Samridh said he will speak to the end customer and get the message count **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Chitradip Saha | **Amount:** $20,000 | **Close:** 2026-10-29 **Issue:** 110 days in 'SQL' without progression. **Recent signals:** - Last note (2026-04-21): Spoke to Scott, they are looking to migrate from Slack to Teams as part of the big consolidation push into MS. They are mostly doing it to cut down on costs. He is new to the company, so he doesn't know much about the detailed reasoning as to why now. He is gu... - Last call (2026-04-28): CloudFuze/Immunovant Followup Discussion **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 11 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $7,260 | **Close:** 2026-07-27 **Issue:** 55 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-03-25): April 18th: April 17th: notes Hi, Name: Ryan Finley Email: ryan@blackmtx.com Company Name: Black Mountain Dynamics Comments: Hello, I am looking for pricing to migrate about 2 TBS of google drive data for 76 users from Google Workspace to Microsoft 365 Sharepo... **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $7,260 | **Close:** 2026-07-27 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-03-25): April 18th: April 17th: notes Hi, Name: Ryan Finley Email: ryan@blackmtx.com Company Name: Black Mountain Dynamics Comments: Hello, I am looking for pricing to migrate about 2 TBS of google drive data for 76 users from Google Workspace to Microsoft 365 Sharepo... **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Deepak R J | **Amount:** $16,849 | **Close:** 2026-07-28 **Issue:** 154 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-05-01): old opp inheritted. Tried following up multiple times and to all the phone numbers available. No response. Sent follow up email. Will call again after a few days. SENT EMAIL TO SATHEESH. - Last call (2026-01-29): Call with Satheesh Krishna Krishna.R **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 4 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Rutuja Kawade | **Amount:** $16,000 | **Close:** 2026-08-10 **Issue:** 26 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-20): Spoke to John, they haven't decided on what to do at this point. They are not in a rush, so this may take some time. - Last call (2026-07-27): Call with Quest Mindshare > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Rutuja Kawade | **Amount:** $16,000 | **Close:** 2026-08-10 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-20): Spoke to John, they haven't decided on what to do at this point. They are not in a rush, so this may take some time. - Last call (2026-07-27): Call with Quest Mindshare > [Outbound] **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $15,000 | **Close:** 2026-08-28 **Issue:** 75 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-02): did not hear from him, hence sent email. **Suggested next step:** - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Chitradip Saha | **Amount:** $15,000 | **Close:** 2025-12-31 **Issue:** 340 days in 'Demo' without progression. **Recent signals:** - Last note (2025-09-03): Looks like they are not really bought into the project. Check back in a couple of weeks - Last call (2025-10-03): Call with Chris Drynan > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Kritika Gupta | **Amount:** $15,000 | **Close:** 2026-07-22 **Issue:** 56 days in 'SQL' without progression. **Recent signals:** - Last note (2026-05-04): Sonya is the IT Manager of PDSI They are into Hotel Renovations Business. Currently using Egnyte and looking to migrate to SharePoint. 9TB of Data and 45 users. Using Egnyte for almost 8 years. January is the renewal of Egnyte and they are not looking to renew... - Last call (2026-05-11): Call with Sonya Dreiske > [Outbound] **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Deepak R J | **Amount:** $14,400 | **Close:** 2026-09-09 **Issue:** 168 days in 'Demo' without progression. **Recent signals:** - Last note (2026-06-18): No show for the call - Last call (2026-05-14): Cloudfuze | Discussion for CF Manage | SolutionFacts Consulting **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $13,000 | **Close:** 2026-10-14 **Issue:** 152 days in 'Demo' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 11 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $12,418 | **Close:** 2026-08-12 **Issue:** 27 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-14): reviewed and moved it to next month. Arundhati, should work on it, and have a clear picture on the next steps. - Last call (2025-12-26): Call with Neil McGrath > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $12,000 | **Close:** 2026-09-09 **Issue:** 67 days in 'SQL' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 11 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-08-12 **Issue:** No deal value. Excluded from revenue forecasts. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Update the deal amount. Use the latest quote, scoped estimate, or rep's gut number - just don't leave it blank.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $12,000 | **Close:** 2026-06-10 **Issue:** 124 days in 'SQL' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Rutuja Kawade | **Amount:** $12,000 | **Close:** 2026-07-10 **Issue:** 41 days in 'Demo' without progression. **Recent signals:** - Last note (2026-05-06): Key Outcomes Excel London is evaluating CloudFuse's managed migration service to move ~4TB of shared departmental data from Ignite to SharePoint across 200 users 12. Microsoft's native migration tool experienced throttling issues, inconclusive errors, and path... - Last call (2026-06-16): Call with Thomas Rogers > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $10,000 | **Close:** 2026-08-14 **Issue:** 31 days in 'Quote Sent' without progression. **Recent signals:** - Last call (2026-07-21): Call with Kim Robinson > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 12 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $10,000 | **Close:** 2026-07-16 **Issue:** 54 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-16): demo scheduled, for last week of June. Small migration, and likes CloudFuze ---- wanted to see a demo before buying so seems interested, and provide pricing, and no pushback. SMALL DEAL / MIGRATION - 50 users + 4 TB **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Kritika Gupta | **Amount:** $10,000 | **Close:** 2026-09-29 **Issue:** 88 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-20): Latest update that the team will reach out Mid Sep with their decision. - Last call (2026-07-08): Call with Ola Nesgovorov > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $10,000 | **Close:** 2026-07-15 **Issue:** 74 days in 'Demo' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $10,000 | **Close:** 2026-07-16 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-16): demo scheduled, for last week of June. Small migration, and likes CloudFuze ---- wanted to see a demo before buying so seems interested, and provide pricing, and no pushback. SMALL DEAL / MIGRATION - 50 users + 4 TB **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 10 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $9,713 | **Close:** 2026-08-18 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $9,713 | **Close:** 2026-08-18 **Issue:** 107 days in 'Quote Sent' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Kritika Gupta | **Amount:** $9,500 | **Close:** 2026-08-25 **Issue:** 139 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-04-10): Call Summary – Umesh |/ Called him on his DIRECT 301.692.1520 Intro & Handover Introduced myself as the new point of contact, replacing Kartik who has moved to a different internal role. Umesh was already aware that the SOW had been shared by Kartik. Payment T... - Last call (2026-02-11): Call with unknown contact > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Kritika Gupta | **Amount:** $9,500 | **Close:** 2026-07-29 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-04-10): Call Summary – Umesh |/ Called him on his DIRECT 301.692.1520 Intro & Handover Introduced myself as the new point of contact, replacing Kartik who has moved to a different internal role. Umesh was already aware that the SOW had been shared by Kartik. Payment T... - Last call (2026-02-11): Call with unknown contact > [Outbound] **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 11 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $8,990 | **Close:** 2026-08-11 **Issue:** 27 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-14): Audit: No clarity on the next steps. Arundhati need to revisit and check if they are ready to move forward or figure out the next steps. Moved opp to August to revisit. - Last call (2026-04-14): Call with James Colwell **Suggested next step:** - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**ATTEMPT 6 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $8,990 | **Close:** 2026-08-11 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-14): Audit: No clarity on the next steps. Arundhati need to revisit and check if they are ready to move forward or figure out the next steps. Moved opp to August to revisit. - Last call (2026-04-14): Call with James Colwell **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**ATTEMPT 14 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $8,800 | **Close:** 2026-11-18 **Issue:** 60 days in 'Demo' without progression. **Recent signals:** - Last note (2026-07-29): FU end of Q3/Q4,, as most recent email was not positive for any movement anytime soon, and likely were just price shopping it seems. No desire for deeper investigation, and small opportunity for a small subset of users via acquisition, and didnt seem to have i... **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Kritika Gupta | **Amount:** $8,752 | **Close:** 2026-09-08 **Issue:** 75 days in 'Demo' without progression. **Recent signals:** - Last note (2026-06-15): Trigger: Sheerenee Sookmungal (Business Systems Manager) is currently on leave with an OOO auto-reply active. 12+ days since last substantive exchange. Check-in redirected to Pat Ramadass (CIO) as the senior active contact. Email Summary: Status check-in addre... - Last call (2026-06-09): Call with Pat Ramadass Pramada > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Kritika Gupta | **Amount:** $8,752 | **Close:** 2026-07-01 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-15): Trigger: Sheerenee Sookmungal (Business Systems Manager) is currently on leave with an OOO auto-reply active. 12+ days since last substantive exchange. Check-in redirected to Pat Ramadass (CIO) as the senior active contact. Email Summary: Status check-in addre... - Last call (2026-06-09): Call with Pat Ramadass Pramada > [Outbound] **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 8 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $8,000 | **Close:** 2026-07-27 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**ATTEMPT 4 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $8,000 | **Close:** 2026-07-27 **Issue:** 26 days in 'SQL' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 13 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Kritika Gupta | **Amount:** $8,000 | **Close:** 2026-08-18 **Issue:** 83 days in 'Demo' without progression. **Recent signals:** - Last note (2026-06-15): Spoke to Xavier and Brian and they are happy with the costs what they have received now. However, also waiting for another quote from an MSP with whom one of the partner has worked in the past. He will be reviewing this with his boss this Wednesday and follow ... - Last call (2026-06-01): CloudFuze Discussion with Mars Energy Group| GW Tenant to Tenant **Suggested next step:** - Competitive risk - bittitan mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $8,000 | **Close:** 2026-07-27 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 8 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Kritika Gupta | **Amount:** $8,000 | **Close:** 2026-07-28 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-15): Spoke to Xavier and Brian and they are happy with the costs what they have received now. However, also waiting for another quote from an MSP with whom one of the partner has worked in the past. He will be reviewing this with his boss this Wednesday and follow ... - Last call (2026-06-01): CloudFuze Discussion with Mars Energy Group| GW Tenant to Tenant **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Competitive risk - bittitan mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 14 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $7,800 | **Close:** 2026-06-24 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**ATTEMPT 10 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $7,800 | **Close:** 2026-06-24 **Issue:** 47 days in 'SQL' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 8 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Kritika Gupta | **Amount:** $7,317 | **Close:** 2026-07-17 **Issue:** 40 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-07-06): Still waiting for his CEO and financial approval so they can start the project, - Last call (2026-06-11): Call with David Jones > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 8 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Kritika Gupta | **Amount:** $7,317 | **Close:** 2026-07-17 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-06): Still waiting for his CEO and financial approval so they can start the project, - Last call (2026-06-11): Call with David Jones > [Outbound] **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 6 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Signature | **Owner:** Rutuja Kawade | **Amount:** $7,001 | **Close:** 2026-08-14 **Issue:** 65 days in 'Signature' without progression. **Recent signals:** - Last call (2026-05-14): Call with Deven Kumar > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 4 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Signature | **Owner:** Rutuja Kawade | **Amount:** $7,001 | **Close:** 2026-08-14 **Issue:** Deal close date is 4 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last call (2026-05-14): Call with Deven Kumar > [Outbound] **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $7,000 | **Close:** 2026-06-26 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - Last call (2026-06-24): Call with Gábor Bay > [Outbound] **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $7,000 | **Close:** 2026-06-26 **Issue:** 66 days in 'SQL' without progression. **Recent signals:** - Last call (2026-06-24): Call with Gábor Bay > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 6 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $6,600 | **Close:** 2026-07-10 **Issue:** 149 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-01-12): CloudFuze Manage Demo - 12th Jan, 11:30AM IST. Arvind and Sambhaavna joined the meeting and mentioned they need a product to track their SaaS applications and cut costs. specifically, they are looking to track unused and underutilized licenses. Pranavi has giv... - Last call (2025-11-11): Call with Arvind Sugajeevan > Arvind stated that he has spoken with their manager. Currently, they are working on an important project, and once it is completed, they will reach out to us to have the next-level discussion on CloudFuze Manage. **Suggested next step:** - Churn signal detected (unsubscribe / not interested / wrong contact language). Verify champion is still engaged before further outreach. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $6,000 | **Close:** 2026-06-25 **Issue:** 73 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-18): No response yet. - Last call (2026-06-03): Call with April Cook Cook > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 6 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Trial | **Owner:** Kritika Gupta | **Amount:** $6,000 | **Close:** 2026-07-27 **Issue:** 34 days in 'Trial' without progression. **Recent signals:** - Last note (2026-06-29): Spoke to Rogerio and he is waiting to hear back from the client on how to proceed with the migration. Since this is a migration which they have not scoped so he is waiting to hear back from the client. Might get a response by today. - Last call (2026-06-10): Call with Rogerio Wanderley > [Outbound] **Suggested next step:** - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Trial | **Owner:** Kritika Gupta | **Amount:** $6,000 | **Close:** 2026-07-16 **Issue:** Deal close date is 3 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-29): Spoke to Rogerio and he is waiting to hear back from the client on how to proceed with the migration. Since this is a migration which they have not scoped so he is waiting to hear back from the client. Might get a response by today. - Last call (2026-06-10): Call with Rogerio Wanderley > [Outbound] **Suggested next step:** - Set the next concrete step for this 3-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 8 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $5,000 | **Close:** 2026-08-12 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $5,000 | **Close:** 2026-08-12 **Issue:** 24 days in 'SQL' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $5,000 | **Close:** 2026-08-12 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 4 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $5,000 | **Close:** 2026-08-14 **Issue:** 27 days in 'Quote Sent' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $5,000 | **Close:** 2026-08-14 **Issue:** Deal close date is 4 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 4 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $5,000 | **Close:** 2026-10-06 **Issue:** 40 days in 'SQL' without progression. **Recent signals:** - Last note (2026-08-04): mostly looking for diy, had informed me in his last email that everything looks expensive, but checking internally and will keep me posted. tried calling today but reached vm so emailed Hi Yogi, Apologies for the delay, as I've been a bit underwater. I receive... - Last call (2026-07-08): Call with Andrew Miesner > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $5,000 | **Close:** 2026-05-19 **Issue:** 114 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-04): No new requirements, however we are actively working on a new project. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 13 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Sutheerth B P | **Amount:** $5,000 | **Close:** **Issue:** 705 days in 'SQL' without progression. **Recent signals:** - Last note (2025-04-08): They are using CloudFuze but through an MSP they work with. - Last call (2024-09-24): Call with Tom Biegel > . **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $5,000 | **Close:** 2026-07-15 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - Last note (2026-05-22): MIP.. Abhikshith as requested for a call to discuss further on the query. **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $5,000 | **Close:** 2026-07-15 **Issue:** 80 days in 'SQL' without progression. **Recent signals:** - Last note (2026-05-22): MIP.. Abhikshith as requested for a call to discuss further on the query. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $5,000 | **Close:** 2026-06-15 **Issue:** 33 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-23): Phillip Chumley OOO until 3rd July. - Last call (2026-06-01): Call with Promevo **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** (unassigned) | **Amount:** $5,000 | **Close:** **Issue:** No deal owner. Pipeline review will not see this deal in any rep's funnel. **Recent signals:** - Last note (2025-04-08): They are using CloudFuze but through an MSP they work with. - Last call (2024-09-24): Call with Tom Biegel > . **Suggested next step:** - Assign an owner to this deal. Until then, it will not appear in any rep's pipeline.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Kritika Gupta | **Amount:** $4,500 | **Close:** 2026-08-19 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-29): Spoke to Liam and he mentioned that NDA might take sometime to be processed. He will be sharing that with us soon as soon as he hears back from their team internally. - Last call (2026-08-07): Call with Liam Roe > [Outbound] **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Chitradip Saha | **Amount:** $4,500 | **Close:** 2025-09-12 **Issue:** 339 days in 'SQL' without progression. **Recent signals:** - Last note (2025-09-30): Spoke to Mike, said he is trying to get it done today **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Sutheerth B P | **Amount:** $4,476 | **Close:** 2026-07-31 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last call (2026-07-20): Call with Pio Longobardi > GK picked up - said colleague doesn't understand english, they all speak only Italian **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Churn signal detected (unsubscribe / not interested / wrong contact language). Verify champion is still engaged before further outreach.

**ATTEMPT 4 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $4,400 | **Close:** 2026-07-29 **Issue:** 122 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-04-30): Matt convincing others for this. Might come in by May end - Last call (2026-04-14): CloudFuze Demo - Slack to Teams + Google to MS > CloudFuze Demo - Slack to Teams + Google to MS **Suggested next step:** - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 4 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $4,400 | **Close:** 2026-07-29 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-04-30): Matt convincing others for this. Might come in by May end - Last call (2026-04-14): CloudFuze Demo - Slack to Teams + Google to MS > CloudFuze Demo - Slack to Teams + Google to MS **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $4,000 | **Close:** 2026-08-14 **Issue:** Deal close date is 4 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-07): The POC was finally completed after 3-4 tries, and they want to install cloudfuze on their premises, so the costing with the 10% discount is $5950. The discount expires by 7th august - Last call (2026-08-03): Call with Asem AlHindi > [Outbound] **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 14 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Kritika Gupta | **Amount:** $4,000 | **Close:** 2026-08-26 **Issue:** 62 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-09): No phone conversations as customer is based out of Korea. Email discussions only. FlatPoint came through us directly for migration. Also, NetKiller (existing customer) reached out to us for their migration for the same client. - Last call (2026-06-18): Call with Steven Kim > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $4,000 | **Close:** 2026-08-12 **Issue:** 270 days in 'SQL' without progression. **Recent signals:** - Last call (2025-12-22): Call with Pythian > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 6 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Kritika Gupta | **Amount:** $4,000 | **Close:** 2026-08-11 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-09): No phone conversations as customer is based out of Korea. Email discussions only. FlatPoint came through us directly for migration. Also, NetKiller (existing customer) reached out to us for their migration for the same client. - Last call (2026-06-18): Call with Steven Kim > [Outbound] **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 11 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $4,000 | **Close:** 2026-09-23 **Issue:** 284 days in 'Quote Sent' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 8 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $4,000 | **Close:** 2026-07-24 **Issue:** 48 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-05-01): Scope: Full Slack migration (public/private channels + DMs) to Google Chat Cost: $4,000 upfront (extensions, if needed, at $1,000/month) Timeline: Mid-May kickoff to mid-July completion They are going to make a decision by 2nd week of may - Last call (2026-05-11): Call with Jessie Taylor > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Sutheerth B P | **Amount:** $3,995 | **Close:** 2026-08-10 **Issue:** Deal close date is 3 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-23): Demo Notes — Nitin Tandon / Trenchant (rebranding to Cyonyx) Call Date: July 23, 2026 Attendees: Seth, Chit, Vignesh, Nivas, Nitin Tandon (IT Director) What was demoed Full walkthrough of the CloudFuze platform — cloud connection, user mapping (automatic if em... - Last call (2026-07-27): Call with Nitin Tandon > [Outbound] Comment: Nitin remembers, started the call saying he owed me an email, will do the research and get the numbers across to me today **Suggested next step:** - Set the next concrete step for this 3-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Signature | **Owner:** Kritika Gupta | **Amount:** $3,457 | **Close:** 2026-07-28 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-12): As of now she mentioned that she would like to merge 2 tenants of Google to 1 Microsoft. Quote sent to Patricia and she will get it approved for formal signatures on the same. - Last call (2026-06-12): Call with Patricia Lomden > [Outbound] **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 7 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Signature | **Owner:** Kritika Gupta | **Amount:** $3,457 | **Close:** 2026-07-28 **Issue:** 37 days in 'Signature' without progression. **Recent signals:** - Last note (2026-06-12): As of now she mentioned that she would like to merge 2 tenants of Google to 1 Microsoft. Quote sent to Patricia and she will get it approved for formal signatures on the same. - Last call (2026-06-12): Call with Patricia Lomden > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 6 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $3,398 | **Close:** 2026-08-13 **Issue:** 125 days in 'SQL' without progression. **Recent signals:** - Last note (2026-04-22): emailed today as had asked to resume the conversation end of april - Last call (2026-03-12): Call with kellie Volp **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 6 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Sutheerth B P | **Amount:** $3,300 | **Close:** 2026-08-21 **Issue:** 32 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-07-22): Tamara at beyond global confirmed she cannot make a decision right now — the team is mid-transition to Google Workspace, it's vacation season, and two other vendor requests are still pending. She did not give a specific timeline. Seth asked if it was okay to r... - Last call (2026-08-03): Call with Tamara Gruenzweil **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 8 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Sutheerth B P | **Amount:** $3,300 | **Close:** 2026-08-06 **Issue:** Deal close date is 3 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-22): Tamara at beyond global confirmed she cannot make a decision right now — the team is mid-transition to Google Workspace, it's vacation season, and two other vendor requests are still pending. She did not give a specific timeline. Seth asked if it was okay to r... - Last call (2026-07-08): Beyond & CloudFuze | Slack to Google Chat migration **Suggested next step:** - Set the next concrete step for this 3-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Chitradip Saha | **Amount:** $3,120 | **Close:** 2025-09-30 **Issue:** 319 days in 'Quote Sent' without progression. **Recent signals:** - Last call (2025-09-26): Call with Kyle Barnes **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 14 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** (unassigned) | **Amount:** $3,000 | **Close:** 2026-10-15 **Issue:** 79 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-21): Dropped a follow up email to Enrique. No response as of now! - Last call (2026-06-24): Fortis | Google to MS365 | CloudFuze **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $3,000 | **Close:** 2026-08-28 **Issue:** 117 days in 'SQL' without progression. **Recent signals:** - Last note (2026-04-14): Chat started on Tuesday, April 14, 2026 12:21:59 PM (12:21:59 PM) *** Visitor 23861471 has joined the chat *** (12:21:59 PM) CloudFuze: Hi There! Thanks for visiting our website! We're online to answer your questions. (1:01:59 PM) Visitor 23861471: i want to b... **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $3,000 | **Close:** 2026-06-29 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-23): emailed to check on sow status and also if he cleaned the drive before starting the migration awaiting response **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Signature | **Owner:** Kritika Gupta | **Amount:** $2,819 | **Close:** 2026-06-30 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-23): Demo done and they liked what they saw. They have also looked at Cloudiway for the same migration. He was more interested to see if we can give away a tool for migration. Also a discussion around the inactive users handling in Teams- Vignesh needs to check and... - Last call (2026-06-25): Call with Ryan Powell > [Outbound] **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Rutuja Kawade | **Amount:** $2,500 | **Close:** 2026-08-14 **Issue:** 153 days in 'Demo' without progression. **Recent signals:** - Last note (2026-07-22): She is on vacation and will be back in two weeks - Last call (2026-03-27): Call with Sihem Tlili > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 9 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Kritika Gupta | **Amount:** $2,500 | **Close:** 2026-07-30 **Issue:** 44 days in 'Demo' without progression. **Recent signals:** - Last call (2026-06-09): Call with Dennis Roell > [Outbound] **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 6 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Sutheerth B P | **Amount:** $2,500 | **Close:** 2026-08-31 **Issue:** 33 days in 'SQL' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $2,500 | **Close:** 2026-08-12 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - Last note (2025-12-16): Last week Jorge said he is trying to create pressure to get all the migrations committed to in this quarter. Friday when I checked in with him he was very busy and asked me to follow up Tuesday for an update. We have answered the security questions Jorge had S... - Last call (2025-12-12): Call with Jorge Araya > Reach back out 12/16 for update **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $2,500 | **Close:** 2026-08-12 **Issue:** 255 days in 'SQL' without progression. **Recent signals:** - Last note (2025-12-16): Last week Jorge said he is trying to create pressure to get all the migrations committed to in this quarter. Friday when I checked in with him he was very busy and asked me to follow up Tuesday for an update. We have answered the security questions Jorge had S... - Last call (2025-12-12): Call with Jorge Araya > Reach back out 12/16 for update **Suggested next step:** - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $2,500 | **Close:** 2026-07-22 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $2,500 | **Close:** 2026-07-15 **Issue:** 52 days in 'SQL' without progression. **Recent signals:** - Last note (2026-03-17): The document is still with legal to get approvals based and he said there should be movement by end of this week. - Last call (2026-03-13): Call with Jean's > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 7 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $2,500 | **Close:** 2026-06-25 **Issue:** 68 days in 'SQL' without progression. **Recent signals:** - Last note (2026-04-06): we lost the project to there known vendor.. - Last call (2026-02-17): Call with Ron Defino **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Joy Prakash | **Amount:** $2,000 | **Close:** 2026-05-28 **Issue:** 102 days in 'Demo' without progression. **Recent signals:** - Last note (2026-06-02): sent email. **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $2,000 | **Close:** 2026-07-29 **Issue:** 158 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-14): unable to reach.. will try again. - Last call (2026-03-18): Call with Karl Stock Stock > General voicemail did not leave a message **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note. - Last outreach went unanswered. Switch channel: email + LinkedIn message; do not just re-dial.

**ATTEMPT 4 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $2,000 | **Close:** 2026-07-29 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-14): unable to reach.. will try again. - Last call (2026-03-18): Call with Karl Stock Stock > General voicemail did not leave a message **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Demo discussed - confirm it happened and capture next-step actions in a note. - Last outreach went unanswered. Switch channel: email + LinkedIn message; do not just re-dial.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-07-20 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-06-26 **Issue:** 25 days in 'SQL' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-06-29 **Issue:** 62 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-04-30): reached his VM - Last call (2026-04-30): Call with Tom Jannik Lieb > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-06-29 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-04-30): reached his VM - Last call (2026-04-30): Call with Tom Jannik Lieb > [Outbound] **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 3 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $2,000 | **Close:** 2026-05-29 **Issue:** 66 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-16): Reach out Jason in next 2 weeks - Last call (2026-05-22): Call with Mike Kleemann > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 12 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $1,500 | **Close:** 2026-07-29 **Issue:** 55 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-15): sent quote for remigratoin. July 21st - No response yet. - Last call (2026-07-28): Call with Allied Gold > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $1,500 | **Close:** 2026-07-29 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-15): sent quote for remigratoin. July 21st - No response yet. - Last call (2026-06-18): Call with Allied Gold > [Outbound] **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Arundhati Sen | **Amount:** $1,000 | **Close:** 2026-08-31 **Issue:** 124 days in 'Demo' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $1,000 | **Close:** 2026-09-10 **Issue:** 153 days in 'SQL' without progression. **Recent signals:** - Last note (2025-12-09): 17th December- spoke with Diego, he said he spoke with CEO regarding The CloudFuze Manage- CEO said currently SaaS tools isn't a priority- Diego mentioned as he liked the tool- he said to speak with him February first week. Diego +1 (949) 230-1896 For CloudFuz... - Last call (2025-10-30): Call with Acclarity > [Outbound] **Suggested next step:** - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $1,000 | **Close:** 2026-08-03 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2025-12-09): 17th December- spoke with Diego, he said he spoke with CEO regarding The CloudFuze Manage- CEO said currently SaaS tools isn't a priority- Diego mentioned as he liked the tool- he said to speak with him February first week. Diego +1 (949) 230-1896 For CloudFuz... - Last call (2025-10-30): Call with Acclarity > [Outbound] **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 7 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $1,000 | **Close:** 2026-07-08 **Issue:** 40 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-09): Overage opporutnity. - Last call (2026-07-06): Call with Rick Tice > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Joy Prakash | **Amount:** $500 | **Close:** 2026-09-17 **Issue:** 168 days in 'Demo' without progression. **Recent signals:** - Last note (2026-06-02): called but no response. - Last call (2026-03-16): Call with Jelle Schneiders Schneiders > General voicemail did not leave a message **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note. - Last outreach went unanswered. Switch channel: email + LinkedIn message; do not just re-dial.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Rahul Gowda | **Amount:** $20 | **Close:** 2026-05-07 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - Last note (2026-08-07): hi **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Quote Sent | **Owner:** Rahul Gowda | **Amount:** $20 | **Close:** 2026-05-07 **Issue:** 66 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-08-07): hi **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-10-14 **Issue:** No deal value. Excluded from revenue forecasts. **Recent signals:** - Last note (2026-07-29): $15k budget request on 150 TB SCAN and then migrate of ACTIVE data to primary file storage, adn inactive (cold data) to archive storage. Either way, dont think budget is available for this project with this MSP. I'm trying to understand if they are open to DIY... **Suggested next step:** - Update the deal amount. Use the latest quote, scoped estimate, or rep's gut number - just don't leave it blank.

**ATTEMPT 15 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-10-14 **Issue:** 74 days in 'Demo' without progression. **Recent signals:** - Last note (2026-07-29): $15k budget request on 150 TB SCAN and then migrate of ACTIVE data to primary file storage, adn inactive (cold data) to archive storage. Either way, dont think budget is available for this project with this MSP. I'm trying to understand if they are open to DIY... **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 4 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-11-18 **Issue:** No deal value. Excluded from revenue forecasts. **Recent signals:** - Last note (2026-06-03): June - 3rd Update - Do not have any update for you as of now. Still adjusting to the role and unable to get through everything thrown at me lol. **Suggested next step:** - Update the deal amount. Use the latest quote, scoped estimate, or rep's gut number - just don't leave it blank.

**ATTEMPT 4 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-11-18 **Issue:** 74 days in 'Demo' without progression. **Recent signals:** - Last note (2026-06-03): June - 3rd Update - Do not have any update for you as of now. Still adjusting to the role and unable to get through everything thrown at me lol. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-05-13 **Issue:** No deal value. Excluded from revenue forecasts. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Update the deal amount. Use the latest quote, scoped estimate, or rep's gut number - just don't leave it blank.

**ATTEMPT 5 - 2+ PRIOR TASKS IGNORED.** The agent has tried twice and the rep has not acted. This deal needs manager review or reassignment. Refreshed context below. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-05-13 **Issue:** 229 days in 'SQL' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $140,000 | **Close:** 2026-07-15 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-04-23): I got to learn we have issue with the Migration. More details we need to check with Diwakar. - Last call (2026-02-18): CloudFuze x Convex _ Pilot Test Continuation > CloudFuze x Convex _ Pilot Test Continuation **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**ATTEMPT 2 - RE-TASK.** The previous agent task (26d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $31,000 | **Close:** 2026-09-09 **Issue:** 26 days in 'SQL' without progression. **Recent signals:** - Last note (2026-08-04): sent an email to check where is at his last email was july 23 - Last call (2026-08-04): Call with Drin Gyuk > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 2 - RE-TASK.** The previous agent task (19d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Trial | **Owner:** Kritika Gupta | **Amount:** $20,000 | **Close:** 2026-07-28 **Issue:** 19 days in 'Trial' without progression. **Recent signals:** - Last note (2026-07-09): Waiting his confirmation as he is still waiting a response from his client. We have given them a customization of fixing the workbook links for migration. - Last call (2026-07-01): CloudFuze Discussion with Tilid Consultoria| NFS to SharePoint **Suggested next step:** - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Trial | **Owner:** Kritika Gupta | **Amount:** $20,000 | **Close:** 2026-07-08 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last call (2026-07-01): CloudFuze Discussion with Tilid Consultoria| NFS to SharePoint **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 2 - RE-TASK.** The previous agent task (94d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $13,000 | **Close:** 2026-07-31 **Issue:** 94 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-06): Pricing has been shared for 125 users for 5Tb 10 TB and 15 TB, and we should have a demo scheduled with the customer this week. awaiting to hear back from the MSP. - Last call (2026-06-23): Call with Apnimed > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $12,418 | **Close:** 2026-08-12 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-14): reviewed and moved it to next month. Arundhati, should work on it, and have a clear picture on the next steps. - Last call (2025-12-26): Call with Neil McGrath > [Outbound] **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $11,000 | **Close:** 2026-08-14 **Issue:** Deal close date is 4 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-06): Customer Background Organization: North Hertfordshire District Council Key Contacts: Daniel (IT Infrastructure & Support), Steven (project lead for Google tenancy) Partner: Luke Cottrell & Andy Williamson (Highgate) Current Setup: 500+ Microsoft 365 licenses (... **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Signature | **Owner:** Rutuja Kawade | **Amount:** $10,363 | **Close:** 2026-06-30 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last call (2026-06-24): Call with samer El-Khawam > [Outbound] **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 2 - RE-TASK.** The previous agent task (68d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $10,000 | **Close:** 2026-06-25 **Issue:** 68 days in 'SQL' without progression. **Recent signals:** - Last note (2026-05-21): Emailed Hi Jayla, Hope you're well! Just a heads-up, the discounted rate on your previous quote officially expired on May 15th. Technically, I should be sending you revised pricing, but I'd like to try and make a case internally to honour the original number f... - Last call (2026-04-22): Call with Yonathan Arrivillaga > [Outbound] **Suggested next step:** - Competitive risk - bittitan mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $10,000 | **Close:** 2026-08-14 **Issue:** Deal close date is 4 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last call (2026-07-21): Call with Kim Robinson > [Outbound] **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $10,000 | **Close:** 2026-07-15 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $8,800 | **Close:** 2026-07-10 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-10): Not sure if this will be direct, or through Insight ,as they were referred by Insight, and they reached out to us directly. Next Steps -- Expect message from Abraham to confirm start. We showed complete demo of embedded links, as that is there major concern.m **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $7,000 | **Close:** 2026-06-26 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last call (2026-06-24): Call with Gábor Bay > [Outbound] **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 2 - RE-TASK.** The previous agent task (34d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $6,903 | **Close:** 2026-08-13 **Issue:** 34 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-17): Decision pending so pushed the call for coming week - Last call (2026-07-16): Call with Amal Nathwani > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $6,903 | **Close:** 2026-08-13 **Issue:** Deal close date is 3 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-17): Decision pending so pushed the call for coming week - Last call (2026-07-16): Call with Amal Nathwani > [Outbound] **Suggested next step:** - Set the next concrete step for this 3-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 2 - RE-TASK.** The previous agent task (87d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $6,800 | **Close:** 2026-08-12 **Issue:** 87 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-07-01): on linkedin he replied that project is on hold but has been unresponsive since - Last call (2026-02-09): Call with Tad Amore > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $6,600 | **Close:** 2026-07-10 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-01-12): CloudFuze Manage Demo - 12th Jan, 11:30AM IST. Arvind and Sambhaavna joined the meeting and mentioned they need a product to track their SaaS applications and cut costs. specifically, they are looking to track unused and underutilized licenses. Pranavi has giv... - Last call (2025-11-11): Call with Arvind Sugajeevan > Arvind stated that he has spoken with their manager. Currently, they are working on an important project, and once it is completed, they will reach out to us to have the next-level discussion on CloudFuze Manage. **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Churn signal detected (unsubscribe / not interested / wrong contact language). Verify champion is still engaged before further outreach. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (26d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $5,000 | **Close:** 2026-08-11 **Issue:** 26 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-15): Reach out Utsav once the delta is done for Box to SharePoint migration **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $5,000 | **Close:** 2026-08-11 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-15): Reach out Utsav once the delta is done for Box to SharePoint migration **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 2 - RE-TASK.** The previous agent task (31d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $5,000 | **Close:** 2026-09-17 **Issue:** 31 days in 'SQL' without progression. **Recent signals:** - Last note (2026-08-06): called the main line but couldn't get thru so emailed him - Last call (2026-07-27): Call with Agility Network Services > [Outbound] **Suggested next step:** - Competitive risk - avepoint mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us.

**ATTEMPT 2 - RE-TASK.** The previous agent task (20d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Kritika Gupta | **Amount:** $5,000 | **Close:** 2026-09-29 **Issue:** 20 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-09): Spoke to John and he mentioned that they are still looking for the migration but this migration has been delayed and the timelines have been pushed. Asked to FU mid Sep for the migration. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Aparajit Jha | **Amount:** $4,581 | **Close:** 2026-08-14 **Issue:** Deal close date is 3 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-10): Shared the demo recording that he will share with his managers, follow up scheduled on Wednesday August 12th **Suggested next step:** - Set the next concrete step for this 3-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (18d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Kritika Gupta | **Amount:** $4,500 | **Close:** 2026-08-19 **Issue:** 18 days in 'Demo' without progression. **Recent signals:** - Last note (2026-07-29): Spoke to Liam and he mentioned that NDA might take sometime to be processed. He will be sharing that with us soon as soon as he hears back from their team internally. - Last call (2026-08-07): Call with Liam Roe > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $4,000 | **Close:** 2026-08-12 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last call (2025-12-22): Call with Pythian > [Outbound] **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 2 - RE-TASK.** The previous agent task (31d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Trial | **Owner:** Yogesh Vig | **Amount:** $4,000 | **Close:** 2026-09-16 **Issue:** 31 days in 'Trial' without progression. **Recent signals:** - Last note (2026-07-29): will take time - easily sep oct if they go this route - Last call (2026-07-29): Call with Mark Nola > [Outbound] **Suggested next step:** - Competitive risk - sharegate mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $4,000 | **Close:** 2026-06-30 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-24): 24th June: we are proposing two options depending on your preferred data range and deadline: Option 1 – 3 Years of Slack History (Recommended for August 1st deadline) • Data Range: ~3 years • Completion Date: By August 1st • cost: $4,029 • Note: To meet this d... **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Sutheerth B P | **Amount:** $3,701 | **Close:** 2026-07-23 **Issue:** Deal close date is 3 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-16): Discovery Notes — Nick Fortini / Pavone Call Date: July 17, 2026 Attendees: Seth, Chit, Nick Fortini (Pavone) Migration type: Slack to Google Chat Active users: 66 (279 total historical users in the workspace, but only 66 currently active) Message count: ~428,... **Suggested next step:** - Set the next concrete step for this 3-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $3,507 | **Close:** 2026-07-24 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Signature | **Owner:** Sutheerth B P | **Amount:** $3,355 | **Close:** 2026-07-24 **Issue:** Deal close date is 3 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-15): Discovery Notes — Nir Slepack / crossFrame IT Solutions Call Date: July 16, 2026 Attendees: Seth, Vicky, Nir Slepack (Owner, crossFrame IT Solutions) Nir is an MSP based in New York managing IT for multiple healthcare facilities Client acquired a facility abou... **Suggested next step:** - Set the next concrete step for this 3-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 2 - RE-TASK.** The previous agent task (65d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $3,000 | **Close:** 2026-08-24 **Issue:** 65 days in 'SQL' without progression. **Recent signals:** - Last note (2026-08-03): Set up a call with Colleeen and discuss next steps - Last call (2026-06-16): Call with Samtek > [Outbound] **Suggested next step:** - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (71d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Kritika Gupta | **Amount:** $3,000 | **Close:** 2026-07-02 **Issue:** 71 days in 'SQL' without progression. **Recent signals:** - Last note (2026-05-14): Spoke to Adam and he mentioned that the other projects have actually come up due to which the timelines might change but he needs to check withe admins on the data size for the entities to be migrated along with the other details. He mentioned that he will get... - Last call (2026-05-14): Call with Adam Vogg > [Outbound] **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Signature | **Owner:** Rutuja Kawade | **Amount:** $2,700 | **Close:** 2026-07-30 **Issue:** Deal close date is 3 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-18): Overhaul — CloudFuze Manage / Data Sprawl | On Hold (client internal legal review) Contact: Luis Duran Amaya, Senior Cloud Administrator, Overhaul ( luis.duran@over-haul.com ). Update: Deal paused on the client side. Per Luis (after speaking with "Yancy"), an ... - Last call (2026-06-05): Call with Luis Duran Amaya > [Outbound] **Suggested next step:** - Set the next concrete step for this 3-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 2 - RE-TASK.** The previous agent task (20d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Rutuja Kawade | **Amount:** $2,600 | **Close:** 2026-07-31 **Issue:** 20 days in 'SQL' without progression. **Recent signals:** - Last call (2026-06-23): Call with Albert Parengkuan > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Kritika Gupta | **Amount:** $2,586 | **Close:** 2026-08-13 **Issue:** Deal close date is 3 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-04): Only email conversation. Customer is not ready to come on a phone call but there is a need. Is this migration for your company or for your client? our internal company Migration combination: Teams- Slack Number of users: 50 to 75 Approximate number of Teams me... - Last call (2026-08-06): Call with Ryan Mangum > [Outbound] **Suggested next step:** - Set the next concrete step for this 3-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Kritika Gupta | **Amount:** $2,500 | **Close:** 2026-08-18 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-10): Emailed received that she is on a vacation this week and will be returning on 17th Aug. She was unable to get the final sign off on the quote so will get it signed once she is back. FU on Aug 18th for the signatures. - Last call (2026-08-07): Call with Rachel Blake > [Outbound] **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $2,500 | **Close:** 2026-08-14 **Issue:** Deal close date is 4 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-07): Key Outcomes The call confirmed a fixed-price migration quote of $2,500 to move 3 years of Google Chat history to Microsoft Teams within a one-month timeline . 1Scope covers 48 chat spaces, 37 users, and all direct messages. Budget approval is pending on the c... - Last call (2026-08-07): Call with Brad Stewart > [Outbound] **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (27d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $2,500 | **Close:** 2026-09-22 **Issue:** 27 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-13): Customer is happy with the current migration will rate us also and have an upcoming project in sept. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 2 - RE-TASK.** The previous agent task (33d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $2,500 | **Close:** 2026-09-22 **Issue:** 33 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-07): Need to reach out by end of August for the MS 365 - GWS migration for a discovery that is when the acquisition will be completed. For now, it is going to be email migration once they get access to the company data, they will be able to explore if the drive and... - Last call (2026-07-07): Call with Zeb Booker > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Rutuja Kawade | **Amount:** $2,500 | **Close:** 2026-08-14 **Issue:** Deal close date is 4 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-22): She is on vacation and will be back in two weeks - Last call (2026-03-27): Call with Sihem Tlili > [Outbound] **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Sutheerth B P | **Amount:** $2,353 | **Close:** 2026-08-14 **Issue:** Deal close date is 4 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-05): Discovery Notes — Jeff Lessem / University of Colorado, Institute for Behavioral Genetics Call Date: August 4, 2026 Attendees: Seth, Chit, Jeff Lessem (University of Colorado IBG) Migration type: Slack to Microsoft Teams Driver: Slack no longer offering depart... **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Churn signal detected (unsubscribe / not interested / wrong contact language). Verify champion is still engaged before further outreach.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $2,500 | **Close:** 2026-06-25 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-04-06): we lost the project to there known vendor.. - Last call (2026-02-17): Call with Ron Defino **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Anna Singh | **Amount:** $2,000 | **Close:** 2026-08-14 **Issue:** Deal close date is 4 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-20): 7/8 - Spoke to Chit and shared an email replying to all the amendments. Once they agree on the email will share fresh SOW for their review and signature. 5/8 - Decided to go with API's instead of Json export. 3/8 - They came back with a lot of amendments. 31/7... **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (32d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $2,000 | **Close:** 2026-08-25 **Issue:** 32 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-14): Shane will be presenting this on Aug 7th to the end customer, and he will keep us posted on the next steps on the 11th of Aug when our next call is scheduled for. - Last call (2026-08-05): Call with Guardrail Labs > [Outbound] **Suggested next step:** - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 2 - RE-TASK.** The previous agent task (61d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $2,000 | **Close:** 2026-08-18 **Issue:** 61 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-15): He is going to his end clients pitch mange and migrate will get back to us on the same. - Last call (2026-06-04): Call with Bob Turner > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 2 - RE-TASK.** The previous agent task (27d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $2,000 | **Close:** 2026-08-11 **Issue:** 27 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-08-04): sent soft negative, awaiting response - Last call (2026-06-16): Call with Carlos Obare **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $2,000 | **Close:** 2026-08-11 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-04): sent soft negative, awaiting response - Last call (2026-06-16): Call with Carlos Obare **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (107d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Deepak R J | **Amount:** $2,000 | **Close:** 2026-08-20 **Issue:** 107 days in 'Demo' without progression. **Recent signals:** - Last note (2026-04-24): We ran the demo with the customer, and they will be taking this to the management to get their final decision as they are travelling for next couple of days the decision will be made by end of next week. - Last call (2026-05-21): Call with Ratu Annisa Gandasari > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $1,050 | **Close:** 2026-08-01 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $1,000 | **Close:** 2026-07-08 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-09): Overage opporutnity. - Last call (2026-06-08): Call with ICS Data > [Inbound] **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Joy Prakash | **Amount:** $500 | **Close:** 2026-08-04 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-02): called but no response. - Last call (2026-03-16): Call with Jelle Schneiders Schneiders > General voicemail did not leave a message **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Demo discussed - confirm it happened and capture next-step actions in a note. - Last outreach went unanswered. Switch channel: email + LinkedIn message; do not just re-dial.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-07-15 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $250,000 | **Close:** 2026-12-09 **Issue:** 15 days in 'SQL' without progression. **Recent signals:** - Last note (2026-08-10): Request from Pre-Migration Checklist for Large-Scale Email Migration White Paper Page Hi, Name: Cadie Chea Email: cadie.chea@jhuapl.edu Phone No: -- **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $175,000 | **Close:** 2026-09-09 **Issue:** No activity in 8 days (threshold 7d). Stage entered 9 days ago. **Recent signals:** - Last note (2026-08-02): Insight sourced Deal, that has been open for sometime, but now getting to reference stage. Provided Mantech reference, and Cimp/Vista is finalizing the scope they want to proceed forward with. Likely all channels, but only SOME USER DMs, however, reference cou... **Suggested next step:** - Prospect asked for references. Send 1-2 relevant case studies and gate next meeting on confirmed review.

**Stage:** Quote Sent | **Owner:** Lennis Brown | **Amount:** $20,800 | **Close:** 2026-06-26 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-17): Activity: Migration Preliminary Pricing Delivered — Three Scenarios | Post-Data Sprawl Planning | Scenario 3 Corrected Trigger: Saskia confirmed she circulated the $20,800 Data Sprawl quote internally on June 15. Email was opened 13 times across June 15–16 — e... - Last call (2026-06-16): Call with Nutrien > [Outbound] **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $36,000 | **Close:** 2026-08-19 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-05): We are coordinating a call for this week, as they are ready to proceed forward per email shared. - Last call (2025-03-13): Call with Luis Maradiaga Maradiaga **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $34,000 | **Close:** 2026-08-19 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-01): Finished quick discovery over a phone call, as she was hvaing issues joining TEAMS Meeting or Zoom Meeting. Google Consolidation into University of Hawaii tenant. 500 Users + 7 TB Data ---- has been using FREE EDU plan, and hence they have storage limits, so o... **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $26,000 | **Close:** 2026-06-18 **Issue:** 70 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-08): called but no response. - Last call (2026-06-09): Call with Joseph Evola > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**Stage:** SQL | **Owner:** Vicky Cariappa | **Amount:** $20,000 | **Close:** 2026-09-09 **Issue:** 20 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-09): Discussion notes: Spoke with Peter Williams and Matt regarding a potential Microsoft 365 tenant-to-tenant migration following a company acquisition. The project scope is estimated at 550–650 users , ~10 TB of data , 300 shared mailboxes , and approximately 200... - Last call (2026-08-06): Call with Ames Tools > [Outbound] **Suggested next step:** - Churn signal detected (unsubscribe / not interested / wrong contact language). Verify champion is still engaged before further outreach.

**Stage:** Demo | **Owner:** Kritika Gupta | **Amount:** $20,000 | **Close:** 2026-06-29 **Issue:** Deal close date is 6 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-22): Spoke to Larry and he mentioned that at the moment that they are considering other options including the one doing it on their own. However, he mentioned to not follow up and hope to hear back from him on which direction they are moving forward with. Will come... - Last call (2026-06-22): Call with Larry Velman > [Outbound] **Suggested next step:** - Set the next concrete step for this 6-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Quote Sent | **Owner:** Vicky Cariappa | **Amount:** $19,500 | **Close:** 2026-08-24 **Issue:** 21 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-07-15): Discussion notes: Spoke with Tom, Maeda, and the NKC team regarding their Slack to Google Chat migration . The project scope includes 813–919 users and approximately 2.34 million Slack messages . The customer has multiple Slack workspaces under different contr... - Last call (2026-08-06): Call with NKC > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us.

**Stage:** Demo | **Owner:** Kritika Gupta | **Amount:** $15,000 | **Close:** 2026-07-30 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-06): Demo Done and he liked what he saw. Also evaluating other 2 vendors as a part of organization decision. 1 is their IT vendor not sure what he will be using for migration and then ShareGate for migration. Also looking at the MS365 native tool for migration. Gav... - Last call (2026-07-21): Call with Komar > [Outbound] **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Competitive risk - sharegate mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Demo | **Owner:** Kritika Gupta | **Amount:** $15,000 | **Close:** 2026-07-30 **Issue:** 15 days in 'Demo' without progression. **Recent signals:** - Last note (2026-07-06): Demo Done and he liked what he saw. Also evaluating other 2 vendors as a part of organization decision. 1 is their IT vendor not sure what he will be using for migration and then ShareGate for migration. Also looking at the MS365 native tool for migration. Gav... - Last call (2026-07-21): Call with Komar > [Outbound] **Suggested next step:** - Competitive risk - sharegate mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Trial | **Owner:** Kritika Gupta | **Amount:** $15,000 | **Close:** 2026-07-23 **Issue:** 16 days in 'Trial' without progression. **Recent signals:** - Last note (2026-06-19): POC done. They will take the test to the client and show them the migration project results. They had a lot of questions around how the migration will look like while migrating to MS365. FU call is scheduled for 26th June as they have some internal exams early... **Suggested next step:** - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $12,000 | **Close:** 2026-09-16 **Issue:** 33 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-08-11): followed up **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Signature | **Owner:** Kritika Gupta | **Amount:** $11,879 | **Close:** 2026-06-24 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-10): Kick off done - Last call (2026-06-05): Call with Brock Toews > [Outbound] **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $10,000 | **Close:** 2026-06-25 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-05-21): Emailed Hi Jayla, Hope you're well! Just a heads-up, the discounted rate on your previous quote officially expired on May 15th. Technically, I should be sending you revised pricing, but I'd like to try and make a case internally to honour the original number f... - Last call (2026-04-22): Call with Yonathan Arrivillaga > [Outbound] **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Competitive risk - bittitan mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $10,000 | **Close:** 2026-08-18 **Issue:** Deal close date is 5 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-11): Emailed me on aug 10th Yogi, I promise this is not in vein, just very busy and really haven’t had a moment to breathe. I will reach out - Last call (2026-07-29): Call with Mark Hense **Suggested next step:** - Set the next concrete step for this 5-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Competitive risk - bittitan mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** SQL | **Owner:** Kritika Gupta | **Amount:** $10,000 | **Close:** 2026-08-10 **Issue:** Deal close date is 6 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-20): Latest update that the team will reach out Mid Sep with their decision. - Last call (2026-07-08): Call with Ola Nesgovorov > [Outbound] **Suggested next step:** - Set the next concrete step for this 6-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $5,000 | **Close:** 2026-07-27 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $10,000 | **Close:** 2026-08-07 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $7,800 | **Close:** 2026-06-24 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $6,000 | **Close:** 2026-06-25 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-18): No response yet. - Last call (2026-06-03): Call with April Cook Cook > [Outbound] **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $5,000 | **Close:** 2026-08-14 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-11): sent few scenarios with pros and cons using claud after the call with the CEO last week and reminded about the discount expiry aug 14th I have sent another follow up email today **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Prospect asked for references. Send 1-2 relevant case studies and gate next meeting on confirmed review.

**Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $5,000 | **Close:** 2026-08-18 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-04): spoke with Jayson, he is the technical engineer at the org, tasked by the operations manager to check for solutions. They have acquired an org in Columbia and want to merge them with their existing domain. there are arppox 150 users, not sure about the data. H... **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-06-24 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** SQL | **Owner:** Sutheerth B P | **Amount:** $4,476 | **Close:** 2026-07-31 **Issue:** 15 days in 'SQL' without progression. **Recent signals:** - Last call (2026-07-20): Call with Pio Longobardi > GK picked up - said colleague doesn't understand english, they all speak only Italian **Suggested next step:** - Churn signal detected (unsubscribe / not interested / wrong contact language). Verify champion is still engaged before further outreach.

**Stage:** Quote Sent | **Owner:** Kritika Gupta | **Amount:** $4,179 | **Close:** 2026-06-26 **Issue:** Deal close date is 3 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-22): Spoke to Danny and he mentioned that they had to let Paul go due to project was dissolved. Now this client is looking to migrate 10 users from GW Tenant to Tenant, but he is yet to provide us the data size of the users they are looking to migrate as the Tenant... - Last call (2026-04-28): Call with Paul Lamontagne > [Outbound] **Suggested next step:** - Set the next concrete step for this 3-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** SQL | **Owner:** Deepak R J | **Amount:** $4,000 | **Close:** 2026-08-25 **Issue:** 80 days in 'SQL' without progression. **Recent signals:** - Last note (2026-05-27): Made contact with Andrew he will be sharing what other vendors are charging for the slack-to-slack migration if we can match it or get close to it. - Last call (2026-04-20): Call with Enthusiast Auto Holdings > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $4,000 | **Close:** 2026-07-10 **Issue:** Deal close date is 4 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-05-01): Scope: Full Slack migration (public/private channels + DMs) to Google Chat Cost: $4,000 upfront (extensions, if needed, at $1,000/month) Timeline: Mid-May kickoff to mid-July completion They are going to make a decision by 2nd week of may - Last call (2026-05-11): Call with Jessie Taylor > [Outbound] **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** Quote Sent | **Owner:** Aparajit Jha | **Amount:** $3,900 | **Close:** 2026-08-14 **Issue:** 19 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-08-10): 7th August: Gone unresponsive following up to get an update - Last call (2026-07-22): Call with Dan Flowers **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**Stage:** Quote Sent | **Owner:** Aparajit Jha | **Amount:** $3,900 | **Close:** 2026-08-14 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-10): 7th August: Gone unresponsive following up to get an update - Last call (2026-07-22): Call with Dan Flowers **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-07-24 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** Signature | **Owner:** Yogesh Vig | **Amount:** $3,000 | **Close:** 2026-07-28 **Issue:** Deal close date is 4 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** Trial | **Owner:** Yogesh Vig | **Amount:** $3,000 | **Close:** 2026-08-25 **Issue:** 36 days in 'Trial' without progression. **Recent signals:** - Last note (2026-08-11): soft close - Hi Roupen, Haven't heard back since the trial, so wanted to check in. The migration itself tested well, the only open piece was the handful of items Microsoft doesn't support in a tenant-to-tenant move, which you were going to confirm with the cli... - Last call (2026-06-24): Call with Roupen Egulian > [Outbound] **Suggested next step:** - Competitive risk - sharegate mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $3,000 | **Close:** 2026-08-04 **Issue:** Deal close date is 6 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-01): had asked to share the sow followedd up to check for any questions and sent a short demo **Suggested next step:** - Set the next concrete step for this 6-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** SQL | **Owner:** Kritika Gupta | **Amount:** $3,000 | **Close:** 2026-07-02 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-05-14): Spoke to Adam and he mentioned that the other projects have actually come up due to which the timelines might change but he needs to check withe admins on the data size for the entities to be migrated along with the other details. He mentioned that he will get... - Last call (2026-05-14): Call with Adam Vogg > [Outbound] **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Demo | **Owner:** Raunac John | **Amount:** $2,500 | **Close:** 2026-08-14 **Issue:** 27 days in 'Demo' without progression. **Recent signals:** - Last note (2026-07-28): Call Summary — File Server → SharePoint Online (Daniel Williams, UK) Contact: Daniel Williams (UK-based). CloudFuze: Raunac + Nivas (technical). Migration: On-premises file server → SharePoint Online. Source: files on an Azure server, SMB file shares. Data siz... - Last call (2026-08-03): Call with Daniel Williams > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note. - Prospect asked for references. Send 1-2 relevant case studies and gate next meeting on confirmed review.

**Stage:** Demo | **Owner:** Raunac John | **Amount:** $2,500 | **Close:** 2026-08-14 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-07-28): Call Summary — File Server → SharePoint Online (Daniel Williams, UK) Contact: Daniel Williams (UK-based). CloudFuze: Raunac + Nivas (technical). Migration: On-premises file server → SharePoint Online. Source: files on an Azure server, SMB file shares. Data siz... - Last call (2026-08-03): Call with Daniel Williams > [Outbound] **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note. - Prospect asked for references. Send 1-2 relevant case studies and gate next meeting on confirmed review.

**Stage:** Demo | **Owner:** Kritika Gupta | **Amount:** $2,500 | **Close:** 2026-07-30 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last call (2026-06-09): Call with Dennis Roell > [Outbound] **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Signature | **Owner:** Vicky Cariappa | **Amount:** $2,486 | **Close:** 2026-08-14 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2025-11-12): 750 users he would check with the client for the data size. tenant to Tenant Migration. MS 365 to MS 365 - Last call (2026-08-06): Call with Alex Palmer > [Outbound] **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $2,400 | **Close:** 2026-07-15 **Issue:** Deal close date is 5 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 5-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $2,300 | **Close:** 2026-06-24 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-09): 1. kilianschwering: Coordinate internally with relevant stakeholders in the organization to review the CloudFuse migration demo and decide on next steps; reach out to Yogi with a decision by Tuesday or Wednesday next week. 2. kilianschwering: Provide Yogi with... - Last call (2026-06-05): CloudFuze - S2S Ventures | Slack to Chat demo **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-07-24 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-07-24 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** SQL | **Owner:** Kritika Gupta | **Amount:** $2,000 | **Close:** 2026-06-23 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last call (2026-06-22): CloudFuze Discussion with Tech Matters| GWS Tenant to Tenant **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** Quote Sent | **Owner:** Anna Singh | **Amount:** $2,000 | **Close:** 2026-08-14 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-10): Kevin and Anna discussed a managed data migration for 2 users and 520GB , with metadata preservation (permissions and timestamps) as the key requirement and a hard client deadline of August 7th. Anna offered a discounted price of $2,000 (down from the $2,500 m... - Last call (2026-08-11): Call with Kevin Gathu > [Outbound] **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $2,000 | **Close:** 2026-08-19 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-11): waiting on security teams approval everything else is good - Last call (2026-07-21): Call with JetFuel > [Outbound] **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Last outreach went unanswered. Switch channel: email + LinkedIn message; do not just re-dial.

**Stage:** Demo | **Owner:** Deepak R J | **Amount:** $2,000 | **Close:** 2026-08-20 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-04-24): We ran the demo with the customer, and they will be taking this to the management to get their final decision as they are travelling for next couple of days the decision will be made by end of next week. - Last call (2026-05-21): Call with Ratu Annisa Gandasari > [Outbound] **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Quote Sent | **Owner:** Raunac John | **Amount:** $2,000 | **Close:** 2026-08-14 **Issue:** Deal close date is 3 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-08-10): Minutes of Meeting — CloudFuze × Raymond Construction Subject: ShareFile to SharePoint Online Migration — Discovery & Pricing Call Date: 10/08/2026 Attendees CloudFuze: Raunac Philip John (Account Executive), Kritika Gupta (Account Manager) Raymond Constructio... **Suggested next step:** - Set the next concrete step for this 3-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**Stage:** SQL | **Owner:** Deepak R J | **Amount:** $2,000 | **Close:** 2026-08-18 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-15): He is going to his end clients pitch mange and migrate will get back to us on the same. - Last call (2026-06-04): Call with Bob Turner > [Outbound] **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** Trial | **Owner:** Rutuja Kawade | **Amount:** $2,000 | **Close:** 2026-08-24 **Issue:** 16 days in 'Trial' without progression. **Recent signals:** - Last note (2026-07-22): 24th July: She wants some more time to discuss internally 14th July POC + Discovery Key Outcomes The POC for migrating Mostapes' public Slack channels to Google Chat was successfully initiated during the call. Lucy confirmed the scope is limited to public chan... **Suggested next step:** - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-08-22 **Issue:** 17 days in 'SQL' without progression. **Recent signals:** - Last note (2026-07-10): Hi, Name: Herman Cakir Email: herman@optivait.com Phone No: 9099061114 Company Name: Optiva IT Comments: Hi, i am looking to get a quote on your services for migration from one Google Workspace to 5 Google Workspaces. There is total of 69 emails need to be mig... - Last call (2026-07-10): Call with Herman Cakir **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**Stage:** Quote Sent | **Owner:** Kritika Gupta | **Amount:** $1,980 | **Close:** 2026-07-24 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 0-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-06-12 **Issue:** 37 days in 'SQL' without progression. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $1,050 | **Close:** 2026-08-01 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $1,000 | **Close:** 2026-08-07 **Issue:** Deal close date is 1 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.

**Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $600 | **Close:** 2026-08-14 **Issue:** Deal close date is 2 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last call (2026-08-11): Call with Resitek > [Outbound] **Suggested next step:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot.