Pipeline Health Monitor

**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:** $250,000 | **Close:** 2026-09-23 **Issue:** 15 days in 'Signature' without progression. **Recent signals:** - Last note (2026-08-12): Hi @Anthony Raymond ,this lead came in again please look into this **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:** $250,000 | **Close:** 2026-09-23 **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 (2026-08-12): Hi @Anthony Raymond ,this lead came in again please look into this **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 26 - 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:** 159 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 17 - 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:** $250,000 | **Close:** 2026-09-23 **Issue:** 71 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-08-11): MSA returned after our redlines were shared. Pricing meeting occurring week of Aug 17 -21. Meta Enterprise Center is completed, and Sec Assessment completed. Lucy Cheng -- Procurement Deji Fontana -- Enterprise Apps **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 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:** $500,000 | **Close:** 2026-09-23 **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 (2026-08-11): MSA returned after our redlines were shared. Pricing meeting occurring week of Aug 17 -21. Meta Enterprise Center is completed, and Sec Assessment completed. Lucy Cheng -- Procurement Deji Fontana -- Enterprise Apps **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. - 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:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $175,000 | **Close:** 2026-12-16 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - Last note (2026-09-04): Finalizing SIZE -- it will be reduced from what was previously shared, as they are doing clean-up. Going to propose a smaller purchase to get it done in September and leverage preservation of their migration credits. **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:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $175,000 | **Close:** 2026-12-16 **Issue:** 49 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-09-04): Finalizing SIZE -- it will be reduced from what was previously shared, as they are doing clean-up. Going to propose a smaller purchase to get it done in September and leverage preservation of their migration credits. **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:** Anthony Raymond | **Amount:** $175,000 | **Close:** 2026-11-11 **Issue:** 63 days in 'Quote Sent' without progression. **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.

**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:** $175,000 | **Close:** 2026-09-17 **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 (2026-08-02): 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:** - Set the next concrete step for this 2-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Prospect asked for references. Send 1-2 relevant case studies and gate next meeting on confirmed review.

**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:** Demo | **Owner:** Anthony Raymond | **Amount:** $140,000 | **Close:** 2026-10-21 **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:** Demo | **Owner:** Anthony Raymond | **Amount:** $140,000 | **Close:** 2026-10-21 **Issue:** 16 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:** 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:** Signature | **Owner:** Anthony Raymond | **Amount:** $104,000 | **Close:** 2026-09-04 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - Last note (2026-08-24): Quote sent with big business case attached. Hernan said Procurement approved, but they are working on Tax reason from previous check. Told Him i need this signed/executed by Aug 31st, or PO Shared. @Sakshi Priya **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**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 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 36 - 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:** 2027-02-10 **Issue:** 147 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 28 - 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:** 2026-11-18 **Issue:** 112 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 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:** $75,000 | **Close:** 2026-10-29 **Issue:** 23 days in 'SQL' without progression. **Recent signals:** - Last note (2026-10-07): Wiating for scope/details after reaching out to client. Client is consolidating muliple tenants, Followed up, as they said it would move quickly. May have been blocked by Slack offering free migration. Teams to Slack is goig to be TOUGH Selll at ENT level. **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 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 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:** Anthony Raymond | **Amount:** $65,000 | **Close:** 2026-11-06 **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 36 - 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:** 192 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 36 - 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:** 2027-03-17 **Issue:** 162 days in 'SQL' without progression. **Recent signals:** - Last note (2026-09-22): Went dark after trying to coordinate a meeting through Vanessa., I'm assuming this was placed on pause, or something, as they were interested initially. Chasing to see if this project is still open, and if we can recononect. **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 16 - 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:** $54,000 | **Close:** 2026-11-11 **Issue:** 69 days in 'Demo' without progression. **Recent signals:** - Last note (2026-09-15): Trying to find budget for 2026, as this was not budgeted. Doesnt think it will be a problem, but DONT have commitment for Q3 closure. **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:** 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 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:** Anthony Raymond | **Amount:** $50,000 | **Close:** 2026-12-09 **Issue:** 28 days in 'SQL' without progression. **Recent signals:** - Last note (2026-10-07): Trying to coordinate demo wth larger team. Share battlecards Enablement materials. Following up for demo/testing coordination. **Suggested next step:** - 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:** Anthony Raymond | **Amount:** $50,000 | **Close:** 2026-11-18 **Issue:** 31 days in 'SQL' without progression. **Recent signals:** - Last note (2026-10-07): Compete deal with CloudM. WE've provided pricing, and now they'll take some time to evaluate internally, and determine if they want MANAGED migration or DIY. Unsure of exact decision making timeline. Expect indication within October. **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 17 - 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:** $50,000 | **Close:** 2027-02-17 **Issue:** 70 days in 'Demo' without progression. **Recent signals:** - Last note (2026-09-11): This is going to be long deal cycle -- They are trying to understand what it looks like consolidating their organizations into Teams from Slack. Discovery NEEDs to be done similar to NFL, and then moving to a pilot migration (paid) for 50 users, is where they ... **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:** SQL | **Owner:** Anthony Raymond | **Amount:** $50,000 | **Close:** 2026-11-18 **Issue:** 94 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 27 - 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:** 135 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 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:** Demo | **Owner:** Anthony Raymond | **Amount:** $45,000 | **Close:** 2026-11-11 **Issue:** 30 days in 'Demo' without progression. **Recent signals:** - Last note (2026-09-22): 3 Dropbox Migrations and 1 Personal GDRIVE -- All going to SPO. Dropbox to SPO x 2 Dropbox to File Server Personal Drive to SPO (API's available, but suggested they just drag and drop), or we can handle with PS Team. Looking for a company that can handle all t... **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 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 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:** Anthony Raymond | **Amount:** $39,000 | **Close:** 2026-12-09 **Issue:** 30 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-10-01): We're coordinating a DEMO, but they have pushed migration start to January. Trying to close in Q4 for 2027 start. Coordinating demo for November so we can work towards signing in 2026, and will float EOY discount **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 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 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:** Anthony Raymond | **Amount:** $35,000 | **Close:** 2026-11-18 **Issue:** 24 days in 'Demo' without progression. **Recent signals:** - Last note (2026-10-07): POC Doc sent to security team, as they are currernt blocker on proceeding forward. Scope still needs to be finalized, after LEAST PRIVILEGED POC is completed. **Suggested next step:** - 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.

**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:** Anthony Raymond | **Amount:** $35,000 | **Close:** 2026-10-28 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - Last note (2026-09-28): SEE EMAILS -- Least Privileged scopes - no sites.read.all, need to use sites.selected to win the deal, due to Atos security concerns on opening up all users and SPO sites to the tool. Scheduling POC. **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**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:** Arundhati Sen | **Amount:** $34,514 | **Close:** 2026-09-30 **Issue:** 20 days in 'Signature' without progression. **Recent signals:** - Last note (2026-08-19): omer@travelier.com . **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:** Signature | **Owner:** Arundhati Sen | **Amount:** $10,000 | **Close:** 2026-09-30 **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 (2026-08-19): omer@travelier.com . **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 25 - 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:** $34,000 | **Close:** 2026-11-18 **Issue:** 55 days in 'Quote Sent' 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 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:** $34,000 | **Close:** 2026-09-23 **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.

**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:** Anthony Raymond | **Amount:** $30,000 | **Close:** 2026-10-28 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - Last note (2026-09-21): Wursta referral deal --- spoke with customer Friday. Short timeline, and making decision within this week. **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:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $30,000 | **Close:** 2026-10-28 **Issue:** 32 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-09-21): Wursta referral deal --- spoke with customer Friday. Short timeline, and making decision within this week. **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:** Demo | **Owner:** Kritika Gupta | **Amount:** $30,000 | **Close:** 2026-12-25 **Issue:** 58 days in 'Demo' without progression. **Recent signals:** - Last note (2026-10-05): They will be running a retention policies on their Box and try to reduce the size of their files and folder count. Might target to retain within 5 years and rest let it be under Box as an archive folder. Also 21st Nov is when they will most likely get a budget... - Last call (2026-09-08): Call with Eric Bullen > [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 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:** Anthony Raymond | **Amount:** $30,000 | **Close:** 2026-10-28 **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 (2026-09-21): Wursta referral deal --- spoke with customer Friday. Short timeline, and making decision within this week. **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.

**ATTEMPT 31 - 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:** 152 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 20 - 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:** $25,000 | **Close:** 2026-10-27 **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 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:** $25,000 | **Close:** 2026-10-27 **Issue:** 66 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 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:** Arundhati Sen | **Amount:** $25,000 | **Close:** 2026-10-27 **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 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:** $22,000 | **Close:** 2026-10-14 **Issue:** 23 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-10-07): SOW Sent to Insight Client, they are signing and this will close this week/next week. By October 12th **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 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:** Anthony Raymond | **Amount:** $22,000 | **Close:** 2026-11-19 **Issue:** 29 days in 'SQL' without progression. **Recent signals:** - Last note (2026-09-23): Sending pricing, for 585 Users + 10 TB of data. Limited budget and this is what they have in budget to migrate with CloudFuze. setting up POC as next step to validate functionality. **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 36 - 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:** 230 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 36 - 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:** 2027-02-28 **Issue:** 183 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 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:** Sutheerth B P | **Amount:** $16,000 | **Close:** 2026-11-06 **Issue:** 29 days in 'SQL' without progression. **Recent signals:** - Last call (2026-09-24): Call with Ali Akbar > [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:** 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 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:** $15,000 | **Close:** 2026-12-16 **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 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:** Demo | **Owner:** Kritika Gupta | **Amount:** $15,000 | **Close:** 2026-11-18 **Issue:** 36 days in 'Demo' without progression. **Recent signals:** - Last note (2026-10-08): Spoke to Anthony and he will share some sort of availability by end of this week. He discussed some sort of vendors this week but will come back to us for scheduling a call for next week. - Last call (2026-10-19): Call with Anthony Garcia-Cabanes > [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 36 - 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:** 413 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:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $5,536 | **Close:** 2026-09-25 **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 (2026-09-14): Adding scope of MS 365 to GWS Key Outcomes The team aligned on a "lift and shift" migration strategy for approximately 70 active users moving from Microsoft 365 to Google Workspace 12. The migration will include email, OneDrive, and specific SharePoint sites, ... - Last call (2026-09-08): Call with David Boulanger > [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 36 - 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:** 2026-11-18 **Issue:** 225 days in 'Demo' without progression. **Recent signals:** - Last call (2026-08-13): Call with Bill Seybolt Seybolt > [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 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:** Arundhati Sen | **Amount:** $12,418 | **Close:** 2026-08-12 **Issue:** 34 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 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:** Rutuja Kawade | **Amount:** $12,000 | **Close:** 2027-01-23 **Issue:** 50 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-09-29): Follow up call Planning the migration of Slack, Box, and Gmail data to Microsoft 365 to reduce costs and improve operational efficiency 12. What was discussed Licensing and Costs : Rutuja detailed licensing costs for 140 Slack users ($3,584) and the migration ... - Last call (2026-10-13): Call with Chaim Stern > [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:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $12,000 | **Close:** 2026-10-09 **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 (2026-09-21): Customer Background Chitra Productions is a company dealing with government data and CUI (Controlled Unclassified Information) 1. They currently use Google Workspace as their primary headquarters environment 2. Their infrastructure includes a GCC High environm... - Last call (2026-10-02): Call with Jean Goodwyn > [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. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us.

**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 20 - 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:** $12,000 | **Close:** 2026-09-15 **Issue:** 30 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 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:** $12,000 | **Close:** 2026-09-15 **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 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 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:** $10,000 | **Close:** 2026-11-02 **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 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:** Arundhati Sen | **Amount:** $10,000 | **Close:** 2026-11-02 **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.

**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:** $10,000 | **Close:** 2026-10-30 **Issue:** 15 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-08-27): POC scheduled for 1st sept - Last call (2026-10-22): Call with iBanFirst > [Outbound] **Suggested next step:** - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**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:** $10,000 | **Close:** 2026-10-30 **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 (2026-08-27): POC scheduled for 1st sept - Last call (2026-10-22): Call with iBanFirst > [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. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**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:** Trial | **Owner:** Anthony Raymond | **Amount:** $10,000 | **Close:** 2026-11-11 **Issue:** 27 days in 'Trial' without progression. **Recent signals:** - Last note (2026-09-15): met with David and Tim --- Scheduled DIY Demo, as that is their primary need, and want. Scheduled for Sept 23rd - Last call (2026-07-27): Call with David > 1PM to 2PM GMT European time **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 28 - 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:** 2026-10-14 **Issue:** 110 days in 'SQL' without progression. **Recent signals:** - Last note (2026-09-22): Egnyte call costs likely de-railed this, or put it on pause. But waiting for that confirmation, or next steps. **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:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $10,000 | **Close:** 2026-08-21 **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 (2026-07-21): Call with Kim Robinson > [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 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:** $10,000 | **Close:** 2026-08-21 **Issue:** 34 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 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 36 - 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:** 2026-11-04 **Issue:** 180 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:** Arundhati Sen | **Amount:** $9,713 | **Close:** 2026-10-09 **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 32 - 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:** 2026-11-10 **Issue:** 100 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 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:** 2026-10-10 **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 (2026-07-14): 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 0-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 26 - 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:** 102 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 29 - 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 25 - 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:** 99 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:** SQL | **Owner:** Anna Singh | **Amount:** $8,000 | **Close:** 2026-10-09 **Issue:** 23 days in 'SQL' without progression. **Recent signals:** - Last note (2026-09-14): Sept 14 - Walked Grant through the pricing sheet - 6TB, 35TB, or full 85TB - and recommended 35TB as the best cost/speed balance; he agrees the full 85TB isn't worth it, so it's down to 6TB vs 35TB. Also covered Google Drive limits (file count caps, nested fol... - Last call (2026-09-29): Call with Grant Keiner > [Outbound] **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:** SQL | **Owner:** Anna Singh | **Amount:** $8,000 | **Close:** 2026-10-09 **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 (2026-09-14): Sept 14 - Walked Grant through the pricing sheet - 6TB, 35TB, or full 85TB - and recommended 35TB as the best cost/speed balance; he agrees the full 85TB isn't worth it, so it's down to 6TB vs 35TB. Also covered Google Drive limits (file count caps, nested fol... - Last call (2026-09-29): Call with Grant Keiner > [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 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 35 - 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 31 - 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:** 120 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 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:** Vibha Mann | **Amount:** $7,500 | **Close:** 2026-11-24 **Issue:** 28 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 36 - 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 36 - 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:** 139 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 16 - 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:** 2026-08-31 **Issue:** 100 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 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:** 2026-08-18 **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 (2026-05-14): Call with Deven Kumar > [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:** Demo | **Owner:** Rutuja Kawade | **Amount:** $6,951 | **Close:** 2026-09-18 **Issue:** 25 days in 'Demo' without progression. **Recent signals:** - Last note (2026-08-26): Demo went well. Here are the notes: Key Outcomes CloudFuze demonstrated its Slack-to-Microsoft Teams migration tool to Jim (Alchemy) for ~200 users. The proposed scope covers 2 years of history (~3 million messages), estimated at 2 months on a standard server ... - Last call (2026-09-03): Call with Jim Shore > [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 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 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:** sagnik choudhury | **Amount:** $6,500 | **Close:** 2026-10-28 **Issue:** 62 days in 'SQL' without progression. **Recent signals:** - Last call (2026-08-25): Call with Braa Taoba > [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:** SQL | **Owner:** sagnik choudhury | **Amount:** $6,500 | **Close:** 2026-10-28 **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 call (2026-08-25): Call with Braa Taoba > [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 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:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-09-30 **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:** - 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 36 - 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:** 146 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 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:** sagnik choudhury | **Amount:** $5,787 | **Close:** 2026-10-28 **Issue:** 63 days in 'SQL' without progression. **Recent signals:** - Last call (2026-08-25): Call with Braa Taoba > [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:** SQL | **Owner:** sagnik choudhury | **Amount:** $5,787 | **Close:** 2026-10-28 **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 call (2026-08-25): Call with Braa Taoba > [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 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:** $5,544 | **Close:** 2026-09-30 **Issue:** 32 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-09-14): Spoke to him, he said that they haven't submitted the quote to the end client yet, so they'll need some time to close this. - Last call (2026-08-25): Call with Jin Kim > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**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:** $5,544 | **Close:** 2026-09-30 **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 (2026-09-14): Spoke to him, he said that they haven't submitted the quote to the end client yet, so they'll need some time to close this. - Last call (2026-08-25): Call with Jin Kim > [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 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:** sagnik choudhury | **Amount:** $5,500 | **Close:** 2026-10-28 **Issue:** 62 days in 'SQL' without progression. **Recent signals:** - Last call (2026-08-25): Call with Braa Taoba > [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:** SQL | **Owner:** sagnik choudhury | **Amount:** $5,500 | **Close:** 2026-10-28 **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 call (2026-08-25): Call with Braa Taoba > [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 24 - 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:** 2026-11-03 **Issue:** 97 days in 'SQL' without progression. **Recent signals:** - Last call (2026-08-24): Call with Jared Kennefick > [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 25 - 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:** 2026-11-04 **Issue:** 100 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 36 - 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:** 187 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 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:** Arundhati Sen | **Amount:** $5,000 | **Close:** 2026-10-09 **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 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:** Arundhati Sen | **Amount:** $5,000 | **Close:** 2026-10-08 **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 (2026-08-24): Call with Jared Kennefick > [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 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:** 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 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 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:** Anna Singh | **Amount:** $4,600 | **Close:** 2026-10-30 **Issue:** 54 days in 'Demo' without progression. **Recent signals:** - Last note (2026-10-05): Sept 28th follow-up Call : Anna, James, Nivas Most technical concerns were addressed on the call: overage handling (CloudFuze absorbs delays it causes, customer pays extra server time for delays on their side), guest users, the migration method (JSON for the c... - Last call (2026-08-13): Call with Satang-Wongtawan Santawong > [Outbound] **Suggested next step:** - 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:** Anna Singh | **Amount:** $4,500 | **Close:** 2026-11-05 **Issue:** 58 days in 'SQL' without progression. **Recent signals:** - Last note (2026-10-06): Schlegel-UW RIA – Follow-up call, Sept 29, 2026 : Andy said the scope is still in flux . The org has 100+ users (~120) , and he has opened the Slack-to-Google Chat move to the wider team for input, with some teams keen to migrate everything and others less so.... - Last call (2026-09-17): Call with Andy Mackenzie > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 36 - 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:** 412 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 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:** Quote Sent | **Owner:** Sutheerth B P | **Amount:** $3,995 | **Close:** 2026-09-11 **Issue:** 35 days in 'Quote Sent' without progression. **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:** - 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 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:** Sutheerth B P | **Amount:** $3,995 | **Close:** 2026-09-11 **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 (2026-07-23): 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 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 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:** $4,400 | **Close:** 2026-08-21 **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 (2026-08-05): Discovery Notes — Nathan / Techs On Tech Call Date: August 5, 2026 Attendees: Seth, Chitradip, Nathan (Techs On Tech), Burke Shurish Migration Type: Microsoft Teams → Slack Opportunity Type: Techs On Tech is evaluating CloudFuze on behalf of their customer Cus... - Last call (2026-08-14): Call with Nathan Simmons > [Outbound] Comment: asked GK to help me out by passing on a message to Nathan Simmons. **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 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 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:** Demo | **Owner:** Vibha Mann | **Amount:** $4,000 | **Close:** 2026-11-10 **Issue:** 34 days in 'Demo' without progression. **Recent signals:** - Last note (2026-09-03): Jonathan reached out to enquire about Box To SharePoint migration with 50-60 users, no data size provided, was willing to understand how/if we migrate permissions or not, sent the details to him via email & requested him to be on a call to discuss further, he ... - Last call (2026-09-14): Call with Trey Womack Womack > [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 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:** Deepak R J | **Amount:** $4,000 | **Close:** 2026-11-26 **Issue:** 153 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.

**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:** $4,000 | **Close:** 2026-10-12 **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 (2026-05-27): 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:** - 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 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:** Rutuja Kawade | **Amount:** $4,000 | **Close:** 2026-08-14 **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 (2026-08-07): 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 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. - 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:** $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 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:** Sutheerth B P | **Amount:** $3,960 | **Close:** 2026-09-29 **Issue:** 39 days in 'SQL' without progression. **Recent signals:** - Last note (2026-08-12): Discovery Notes — Graham Murison / Abbotsford Soccer Association Call Date: August 12, 2026 Attendees: Seth, Chit, Graham Murison (Program Lead / IT) Who Graham is Program Lead and part-time IT person at Abbotsford Soccer Association — a non-profit youth socce... - Last call (2026-09-16): Call with Graham Murison > [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 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:** Demo | **Owner:** Kritika Gupta | **Amount:** $3,500 | **Close:** 2026-10-27 **Issue:** 43 days in 'Demo' without progression. **Recent signals:** - Last note (2026-09-28): Spoke to Lesley and he mentioned that he will respond back shortly regarding their decision. - Last call (2026-09-15): Call with Lewis Bent > [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:** 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 36 - 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:** 392 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 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:** Deepak R J | **Amount:** $3,000 | **Close:** 2026-11-18 **Issue:** 51 days in 'SQL' without progression. **Recent signals:** - Last note (2026-09-18): Dealing with MSP Customer: Presto solution Slack - Google chat 48 users 60000 messages All private & Public channels including DMs Project timeline - 1-month large server Offered 15% discount $2800 final pricing - Last call (2026-09-18): Call with Steven Kim > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**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:** Deepak R J | **Amount:** $3,000 | **Close:** 2026-11-25 **Issue:** 79 days in 'SQL' without progression. **Recent signals:** - Last note (2026-08-21): Feeback back call done all going smooth. - Last call (2026-08-26): Call with BTM Resources > [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 36 - 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:** 2026-11-12 **Issue:** 190 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:** SQL | **Owner:** Deepak R J | **Amount:** $3,000 | **Close:** 2026-10-26 **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 (2026-09-18): Dealing with MSP Customer: Presto solution Slack - Google chat 48 users 60000 messages All private & Public channels including DMs Project timeline - 1-month large server Offered 15% discount $2800 final pricing - Last call (2026-09-18): 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. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**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:** $3,000 | **Close:** 2026-10-20 **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 (2026-08-21): Feeback back call done all going smooth. - Last call (2026-08-26): Call with BTM Resources > [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 34 - 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:** 149 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 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:** $3,000 | **Close:** 2026-10-15 **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 (2026-07-21): 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:** - 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 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:** 2026-10-14 **Issue:** 39 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-09-09): Spoke with billy engineer at managed 24x7 as roupen is busy. he confirmed they want to proceed but the customer is on vacation and will return on Sep16. they have the draft proposal ready and will send it once he is back. Once it is approved, they will sign ou... - 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.

**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:** Sutheerth B P | **Amount:** $3,000 | **Close:** 2026-09-18 **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 (2026-08-13): PoC Session 2 Notes — Fabrizio Benincampi / APM Tech x NPO Services Session Date: August 13, 2026 Attendees: Seth (AE), Vignesh (Presales), Fabrizio Benincampi (APM Tech), Agnese Del Duca (NPO Services) Channel Migration Results (from Session 1) — reviewed at ... - Last call (2026-09-09): Call with APM Tech > [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. - 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:** Quote Sent | **Owner:** sagnik choudhury | **Amount:** $1,000 | **Close:** 2026-09-29 **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 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:** $2,520 | **Close:** 2026-10-23 **Issue:** 57 days in 'SQL' without progression. **Recent signals:** - Last note (2026-08-25): Discovery Notes — Joe / Evactron (XEI Scientific) Call Date: August 26, 2026 Attendees: Seth (AE), Vicky (Solutions Engineer), Joe (Evactron) Why they're migrating New ownership prefers Microsoft products, particularly Teams. The company is moving off Google W... - Last call (2026-09-16): Call with Joe Durand > [Outbound] Comment: reaches "Michael Munez's" VM **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:** Sutheerth B P | **Amount:** $2,520 | **Close:** 2026-10-23 **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 (2026-08-25): Discovery Notes — Joe / Evactron (XEI Scientific) Call Date: August 26, 2026 Attendees: Seth (AE), Vicky (Solutions Engineer), Joe (Evactron) Why they're migrating New ownership prefers Microsoft products, particularly Teams. The company is moving off Google W... - Last call (2026-09-16): Call with Joe Durand > [Outbound] Comment: reaches "Michael Munez's" VM **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 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:** Kritika Gupta | **Amount:** $2,500 | **Close:** 2026-10-29 **Issue:** 27 days in 'Demo' without progression. **Recent signals:** - Last note (2026-09-15): Spoke to Aaron and his client was out of office due to vacation last week and prior and must have been back this week so he will be discussing the Self Migration option with him. Follow up call is scheduled for Sep 23rd. - Last call (2026-10-19): Call with SynchroNet > [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:** $2,500 | **Close:** 2026-08-28 **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:** - Last note (2026-08-20): Apparently, because of the restructuring, their finance team has been finding it difficult to get everything in order; that's why there has been a delay. - 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 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 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 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:** 2026-10-28 **Issue:** 27 days in 'SQL' without progression. **Recent signals:** - Last note (2026-09-25): Slack to Teams Migration Recent acquisition 30 users 15.000 messages Singel channel migration Customer is unsure what plan they are in They will keep the slack active for some time They want to get the migration done in next 15 days $2000 has been quoted Block... **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:** SQL | **Owner:** Deepak R J | **Amount:** $2,000 | **Close:** 2026-10-27 **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 call (2026-09-18): Call with Steven Kim > [Outbound] **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.

**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:** Demo | **Owner:** Deepika A | **Amount:** $2,000 | **Close:** 2026-12-01 **Issue:** 21 days in 'Demo' without progression. **Recent signals:** - Last note (2026-08-14): Spoke with Arun regarding Microsoft 365 Managed Services . He is looking for CloudFuze to act as an extended technical arm for his team. Main requirement is ongoing support , not a one-time project. Requirements: Microsoft Entra ID, Conditional Access, Intune/... **Suggested next step:** - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact.

**ATTEMPT 21 - 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:** $2,000 | **Close:** 2026-08-31 **Issue:** 85 days in 'SQL' without progression. **Recent signals:** - Last note (2026-08-11): No show - Last call (2026-08-18): Call with Philip Vincent > [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 22 - 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:** 2026-10-30 **Issue:** 90 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 (2026-08-24): Call with Optiva IT > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 36 - 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:** 175 days in 'Demo' without progression. **Recent signals:** - Last note (2026-06-02): sent email. - Last call (2026-10-06): Call with Kevin Nyambu Nyambu > [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 36 - 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:** 231 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 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:** $2,000 | **Close:** 2026-09-29 **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 (2026-09-16): CRM Notes — Follow-up Call / Dissertation Development Call Date: September 16, 2026 Attendees: Seth (AE), Nivas (Solutions Engineer), Robin Fernie (Dissertation Development) The core challenge A new US Google Workspace cannot be created with the same name and ... - Last call (2026-09-16): Call with Robin Fernie > [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 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:** Deepika A | **Amount:** $2,000 | **Close:** 2026-12-15 **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:** (unassigned) | **Amount:** $2,000 | **Close:** 2026-08-31 **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 (2026-08-11): No show - Last call (2026-08-18): Call with Philip Vincent > [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 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:** Deepak R J | **Amount:** $2,000 | **Close:** 2026-09-23 **Issue:** 68 days in 'SQL' without progression. **Recent signals:** - Last note (2026-08-14): We did have a second round of demo with Bob, and we have scheduled our next call for Sept 18th. - Last call (2026-06-04): Call with Bob Turner > [Outbound] **Suggested next step:** - 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:** 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 33 - 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:** 128 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-15): sent quote for remigratoin. July 21st - No response yet. - Last call (2026-08-26): Call with Luke Tarbuck > [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 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:** sagnik choudhury | **Amount:** $1,170 | **Close:** 2026-10-28 **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 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:** sagnik choudhury | **Amount:** $1,170 | **Close:** 2026-10-28 **Issue:** 35 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 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:** sagnik choudhury | **Amount:** $1,170 | **Close:** 2026-10-28 **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:** - 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 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:** sagnik choudhury | **Amount:** $1,000 | **Close:** 2026-12-31 **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:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $1,000 | **Close:** 2026-09-30 **Issue:** 24 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 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:** Demo | **Owner:** Vibha Mann | **Amount:** $1,000 | **Close:** 2026-12-02 **Issue:** 34 days in 'Demo' without progression. **Recent signals:** - Last note (2026-09-03): Connected with Calvin for the discovery, scheduled another call for the Demo on Friday, 12:00PM EST, Calvin has shown interest in AI Governance specifically, after the demo, he will be reaching out to his management team to discuss further. Looking forward to ... - Last call (2026-09-15): Call with unknown contact > [Outbound] **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 36 - 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:** $1,000 | **Close:** 2026-12-03 **Issue:** 148 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 36 - 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:** 2026-11-09 **Issue:** 197 days in 'Demo' without progression. **Recent signals:** - Last call (2026-08-12): Call with Tej Beepat > [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 36 - 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:** Deepika A | **Amount:** $1,000 | **Close:** 2026-11-09 **Issue:** 226 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 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:** Arundhati Sen | **Amount:** $1,000 | **Close:** 2026-10-09 **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 (2026-08-12): Call with Tej Beepat > [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 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:** sagnik choudhury | **Amount:** $1,000 | **Close:** 2026-10-08 **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:** $15,000 | **Close:** 2026-09-25 **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): did not hear from him, hence sent email. **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. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact.

**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:** Deepika A | **Amount:** $1,000 | **Close:** 2026-09-24 **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:** - 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 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:** $1,000 | **Close:** 2026-08-31 **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 36 - 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:** Deepika A | **Amount:** $500 | **Close:** 2026-11-05 **Issue:** 241 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 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:** Demo | **Owner:** Deepika A | **Amount:** $500 | **Close:** 2026-09-24 **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:** - 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 0-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 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:** Deepak R J | **Amount:** $500 | **Close:** 2026-09-02 **Issue:** 27 days in 'SQL' without progression. **Recent signals:** - Last call (2026-08-10): Call with Doug Shatterly > [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:** SQL | **Owner:** Vibha Mann | **Amount:** $169 | **Close:** 2026-11-24 **Issue:** 28 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 36 - 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:** 139 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-08-07): hi - Last call (2026-10-16): Call with lucas@jonandvinnys.com > [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 33 - 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 25 - 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:** 2027-03-17 **Issue:** No deal value. Excluded from revenue forecasts. **Recent signals:** - Last note (2026-09-22): emailed busines story **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 25 - 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:** 2027-03-17 **Issue:** 147 days in 'Demo' without progression. **Recent signals:** - Last note (2026-09-22): emailed busines story **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:** Demo | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-10-14 **Issue:** No deal value. Excluded from revenue forecasts. **Recent signals:** - Last note (2026-09-22): Seeing if there has been any movement, solution presented to client -- summer holidays delayed decisions. Trying to see if now is better timing to re-engage. **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:** 2026-10-14 **Issue:** 130 days in 'Demo' without progression. **Recent signals:** - Last note (2026-09-22): Seeing if there has been any movement, solution presented to client -- summer holidays delayed decisions. Trying to see if now is better timing to re-engage. **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 25 - 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:** 305 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 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:** $175,000 | **Close:** 2026-09-24 **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:** - Last note (2026-09-04): Finalizing SIZE -- it will be reduced from what was previously shared, as they are doing clean-up. Going to propose a smaller purchase to get it done in September and leverage preservation of their migration credits. **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:** $140,000 | **Close:** 2026-10-21 **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:** 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 (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Signature | **Owner:** Anthony Raymond | **Amount:** $104,000 | **Close:** 2026-09-04 **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 (2026-08-24): Quote sent with big business case attached. Hernan said Procurement approved, but they are working on Tax reason from previous check. Told Him i need this signed/executed by Aug 31st, or PO Shared. @Sakshi Priya **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:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $50,000 | **Close:** 2026-10-25 **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 (2026-10-07): Waiting on Bank Letter, as that is last outstanding item before we can continue with PO receipt and ordering. **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 (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $39,000 | **Close:** 2026-09-30 **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 (2026-09-22): Need to sign by End of Sept , if they are going to hit timeline required. Followed up and Peter is ooo, so hopefully someone else in the string replies. **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:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $36,000 | **Close:** 2026-08-19 **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 (2026-08-05): 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 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 (71d 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:** 2026-11-11 **Issue:** 71 days in 'SQL' without progression. **Recent signals:** - Last note (2026-09-15): called - Last call (2026-08-28): Call with Drin Gyuk > [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:** Anthony Raymond | **Amount:** $22,000 | **Close:** 2026-10-07 **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 (2026-09-23): Sending pricing, for 585 Users + 10 TB of data. Limited budget and this is what they have in budget to migrate with CloudFuze. setting up POC as next step to validate functionality. **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. - 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:** Anna Singh | **Amount:** $18,400 | **Close:** 2026-09-30 **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 (2026-09-25): Demo Call - Sept 25th - Ian, Anna, Chit and Vignesh. Ian liked the tool and says his setup is straightforward. Scope is 113 content users (2.07 TB), 142 mailboxes (2.65 TB), 83 Teams users plus domain/MX cutover, and he wants it done before end of October. He ... - Last call (2026-09-25): Call with Ian Lochbihler > [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. - 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:** Demo | **Owner:** Kritika Gupta | **Amount:** $15,000 | **Close:** 2026-10-23 **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 (2026-10-08): Spoke to Anthony and he will share some sort of availability by end of this week. He discussed some sort of vendors this week but will come back to us for scheduling a call for next week. - Last call (2026-10-15): Call with Anthony Garcia-Cabanes > [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:** SQL | **Owner:** Arundhati Sen | **Amount:** $4,000 | **Close:** 2026-09-30 **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:** SQL | **Owner:** Anna Singh | **Amount:** $13,500 | **Close:** 2026-09-30 **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 (2026-09-17): 22/9 - Not receiving my call 21/9 - Declined the demo. Shared email for 23rd, 24th 18/9 - Spoke to him, doesn't want Version history wants to focus on Drive rather Chat for now, said Email is pretty straight forward. Hasn't checked my SOWs. Will check and get ... - Last call (2026-09-21): Call with Jackson Fuller > [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. - 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:** Anna Singh | **Amount:** $12,000 | **Close:** 2026-09-29 **Issue:** 18 days in 'Demo' without progression. **Recent signals:** - Last note (2026-09-10): Sept 21 - Follow up with Bobby on next steps. Wed/Thu POC placeholder Sept 18 - Send updated SOW with Canvas customization, users have increased to 347 from 325. Versant shared some open items, he needs 1-2 days to reply along with Infra team (Pavan). Sept 17 ... - Last call (2026-09-16): Call with Bobby Kingsberry > [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:** 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:** 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 (20d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $4,000 | **Close:** 2026-09-19 **Issue:** 20 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:** 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 (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 (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** sagnik choudhury | **Amount:** $6,500 | **Close:** 2026-09-30 **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:** sagnik choudhury | **Amount:** $5,787 | **Close:** 2026-09-30 **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:** sagnik choudhury | **Amount:** $4,500 | **Close:** 2026-09-30 **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 (48d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $5,000 | **Close:** 2026-11-19 **Issue:** 48 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-10-05): was in MBR so will follow up - email and call tomorrow - Last call (2026-09-17): Call with Wojtek Jęczalik > [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.

**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:** Sutheerth B P | **Amount:** $5,000 | **Close:** 2026-09-11 **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 (2026-08-25): Follow-up Call / IMPACT Transform Call Date: August 26, 2026 Attendees: Seth, Chit, Vignesh, Musa Nuru Kitenge (IT Coordinator), Hina (SharePoint Admin) Object count confirmed Total file count from Box: 617,096 files Total files and folders combined: approxima... - Last call (2026-08-25): Call with Musa Kitenge > [Outbound] Left voicemail **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. - 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 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:** $4,600 | **Close:** 2026-10-30 **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 (2026-10-05): Oct 23rd - Shared Updated SOW and DPA, awaiting to hear back on Japan-Specific Privacy and Data Transfers from James. Sept 28th follow-up Call : Anna, James, Nivas: Most technical concerns were addressed on the call: overage handling (CloudFuze absorbs delays ... - Last call (2026-08-13): Call with Satang-Wongtawan Santawong > [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. - 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:** SQL | **Owner:** Sutheerth B P | **Amount:** $4,400 | **Close:** 2026-08-21 **Issue:** 18 days in 'SQL' without progression. **Recent signals:** - Last note (2026-08-05): Discovery Notes — Nathan / Techs On Tech Call Date: August 5, 2026 Attendees: Seth, Chitradip, Nathan (Techs On Tech), Burke Shurish Migration Type: Microsoft Teams → Slack Opportunity Type: Techs On Tech is evaluating CloudFuze on behalf of their customer Cus... - Last call (2026-08-14): Call with Nathan Simmons > [Outbound] Comment: asked GK to help me out by passing on a message to Nathan Simmons. **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 (22d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $4,000 | **Close:** 2026-11-27 **Issue:** 22 days in 'SQL' without progression. **Recent signals:** - Last note (2026-10-07): We completed the demo and shared the price, and the next call is scheduled for 29th oct. - Last call (2026-10-06): Call with Jaafar Fawaz > [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:** Demo | **Owner:** Vibha Mann | **Amount:** $4,000 | **Close:** 2026-10-10 **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 (2026-09-03): Jonathan reached out to enquire about Box To SharePoint migration with 50-60 users, no data size provided, was willing to understand how/if we migrate permissions or not, sent the details to him via email & requested him to be on a call to discuss further, he ... - Last call (2026-09-14): Call with Trey Womack Womack > [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 (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:** SQL | **Owner:** Sutheerth B P | **Amount:** $3,960 | **Close:** 2026-09-29 **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 (2026-08-12): Discovery Notes — Graham Murison / Abbotsford Soccer Association Call Date: August 12, 2026 Attendees: Seth, Chit, Graham Murison (Program Lead / IT) Who Graham is Program Lead and part-time IT person at Abbotsford Soccer Association — a non-profit youth socce... - Last call (2026-09-16): Call with Graham Murison > [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 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:** Demo | **Owner:** Sutheerth B P | **Amount:** $3,287 | **Close:** 2026-09-09 **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 (2026-09-02): Checkpoint Call - Fiduciary Financial Advisors Call Date: September 2, 2026 Attendees: Seth (AE), Chit (Sales), Stephanie Hino, Arissa — Brooke did not join Status — deal essentially closed Stephanie confirmed she and Brooke had connected and are on board to m... **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. - 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:** 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 (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $3,000 | **Close:** 2026-10-10 **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 (2026-04-14): 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:** - 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 (18d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Sutheerth B P | **Amount:** $3,000 | **Close:** 2026-08-27 **Issue:** 18 days in 'SQL' without progression. **Recent signals:** - Last note (2026-08-13): PoC Session 2 Notes — Fabrizio Benincampi / APM Tech x NPO Services Session Date: August 13, 2026 Attendees: Seth (AE), Vignesh (Presales), Fabrizio Benincampi (APM Tech), Agnese Del Duca (NPO Services) Channel Migration Results (from Session 1) — reviewed at ... - Last call (2026-07-31): Call with Fabrizio Benincampi (Apm Tech) > [Outbound] service plan does not allow calling to this destination **Suggested next step:** - 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:** $2,800 | **Close:** 2026-08-28 **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 (2026-08-24): Key Outcomes The team agreed to migrate approximately 360,000 direct messages (DMs) for 25-35 users from Slack to Microsoft Teams. To meet a mid-September deadline, the client will upgrade from a Slack Pro plan to a Business Plus plan to accelerate the migrati... - Last call (2026-08-25): Call with Brendan Sullivan > [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 (20d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Anna Singh | **Amount:** $2,700 | **Close:** 2026-10-29 **Issue:** 20 days in 'Demo' without progression. **Recent signals:** - Last note (2026-09-10): Sept 23 - Third follow-up, he didn't joined. Will draft an negative email Sept 16 - Called him from AJ;s number and he said they are busy with production so this week is hard, lets connect next week. He has proposed to management they are yet to reply back. Th... - Last call (2026-09-16): Call with Rohit Singh > [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:** 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 (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** sagnik choudhury | **Amount:** $1,000 | **Close:** 2026-09-29 **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 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:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $3,500 | **Close:** 2026-08-21 **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 (2026-08-12): His main concern is pricing, so I have given him a 15% discount on the deal if he signs before the 21st of August. Waiting for him to talk to his team and let us know the decision. - Last call (2026-08-10): Call with Jonatan Alava > [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 (18d 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:** 2026-08-28 **Issue:** 18 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-08-20): Apparently, because of the restructuring, their finance team has been finding it difficult to get everything in order; that's why there has been a delay. - Last call (2026-08-07): Call with Brad Stewart > [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:** 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:** SQL | **Owner:** Deepak R J | **Amount:** $2,000 | **Close:** 2026-10-28 **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 (2026-09-25): Slack to Teams Migration Recent acquisition 30 users 15.000 messages Singel channel migration Customer is unsure what plan they are in They will keep the slack active for some time They want to get the migration done in next 15 days $2000 has been quoted Block... **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. - 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:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-10-30 **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 (2026-07-10): 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 (2026-08-24): Call with Optiva IT > [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:** $2,000 | **Close:** 2026-10-09 **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 (2026-10-01): Call with Edward Wyrwas > [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:** SQL | **Owner:** Deepika A | **Amount:** $2,000 | **Close:** 2026-09-12 **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 (2026-08-14): Spoke with Arun regarding Microsoft 365 Managed Services . He is looking for CloudFuze to act as an extended technical arm for his team. Main requirement is ongoing support , not a one-time project. Requirements: Microsoft Entra ID, Conditional Access, Intune/... **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.

**ATTEMPT 2 - RE-TASK.** The previous agent task (114d 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:** 114 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:** Demo | **Owner:** Deepak R J | **Amount:** $2,000 | **Close:** 2026-08-20 **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 (2026-04-24): 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 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. - 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:** Arundhati Sen | **Amount:** $1,000 | **Close:** 2026-09-28 **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 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:** Vibha Mann | **Amount:** $1,000 | **Close:** 2026-10-02 **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 (2026-09-03): Connected with Calvin for the discovery, scheduled another call for the Demo on Friday, 12:00PM EST, Calvin has shown interest in AI Governance specifically, after the demo, he will be reaching out to his management team to discuss further. Looking forward to ... - Last call (2026-09-15): Call with unknown contact > [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. - 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:** sagnik choudhury | **Amount:** $1,000 | **Close:** 2026-09-29 **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 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:** $500 | **Close:** 2026-09-02 **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 (2026-08-10): Call with Doug Shatterly > [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 (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.

**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:** SQL | **Owner:** Anthony Raymond | **Amount:** $75,000 | **Close:** 2026-10-29 **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 (2026-10-07): Wiating for scope/details after reaching out to client. Client is consolidating muliple tenants, Followed up, as they said it would move quickly. May have been blocked by Slack offering free migration. Teams to Slack is goig to be TOUGH Selll at ENT level. **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:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $65,000 | **Close:** 2026-11-06 **Issue:** 15 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.

**Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $60,000 | **Close:** 2026-12-09 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - Last note (2026-10-22): Hi Team, Thanks for connecting today to review your Viva Engage migration requirements, and I was able to get this out quickly so we can lock in a time for a DEMO on Friday. Attached is a proposal with pricing on Slide 18, and if you refer to SLIDE 4, you'll s... **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $54,000 | **Close:** 2026-09-23 **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.

**Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $50,000 | **Close:** 2026-10-25 **Issue:** 16 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-10-07): Waiting on Bank Letter, as that is last outstanding item before we can continue with PO receipt and ordering. **Suggested next step:** - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $50,000 | **Close:** 2026-10-25 **Issue:** No activity in 8 days (threshold 7d). Stage entered 10 days ago. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Call the primary contact today; if no answer, send a 2-line bump email referencing the last touchpoint.

**Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $34,000 | **Close:** 2026-09-23 **Issue:** No activity in 8 days (threshold 7d). Stage entered 17 days ago. **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.

**Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $30,000 | **Close:** 2026-11-11 **Issue:** 75 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-09-09): call rescheduled twice, as still didn't test the Avepoint yet. - Last call (2026-08-25): Call with Larry Magtoto > [Outbound] **Suggested next step:** - Competitive risk - avepoint 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. - Prospect asked for references. Send 1-2 relevant case studies and gate next meeting on confirmed review.

**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:** Arundhati Sen | **Amount:** $10,000 | **Close:** 2026-09-23 **Issue:** 15 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:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $22,000 | **Close:** 2026-10-14 **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 (2026-10-07): SOW Sent to Insight Client, they are signing and this will close this week/next week. By October 12th **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. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $15,000 | **Close:** 2026-11-11 **Issue:** 17 days in 'Demo' without progression. **Recent signals:** - Last note (2026-09-23): User Requested For Migrate Demo  Name : Hamichi Email : mehdi.hamichi@groupesnef.com Contact number : +334 91 61 58 00 Product : Migrate Demo : Source : Microsoft 365 Destination : Microsoft 365 Message : Device : Desktop Screen resolution : 1920x1032 **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $5,536 | **Close:** 2026-09-25 **Issue:** 15 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-09-14): Adding scope of MS 365 to GWS Key Outcomes The team aligned on a "lift and shift" migration strategy for approximately 70 active users moving from Microsoft 365 to Google Workspace 12. The migration will include email, OneDrive, and specific SharePoint sites, ... - Last call (2026-09-08): Call with David Boulanger > [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:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $12,000 | **Close:** 2026-10-23 **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 (2026-10-16): Spoke to him on a call. he said that they are doing rebranding of their company and wants to Move from MS 365 to MS 365. Their data is split between on-prem and onedrive and sharepoint and some MSP is taking care of it, so it's not a priority anymore. However ... - Last call (2026-10-16): Call with Carter Hogg > [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:** 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:** SQL | **Owner:** Kritika Gupta | **Amount:** $10,000 | **Close:** 2026-10-29 **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 (2026-09-25): Spoke to Zach- Client Partners for Project Adrian- Solution Architect- Technical side Joe- Chief Staff Operations- Licensing side Sam- VP of Engineering They are looking for Google Tenant to Tenant migration. They are a Tech company and they have recently acqu... **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.

**Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $10,000 | **Close:** 2026-10-23 **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 note (2026-10-19): working thru license purchase process - he is trying to buy directly thru MS but they have a 300 limit, so we are checking with pax8 if they have limit too. also awaiting getting info on where the mailbox are stored. he is checking with the partner. - Last call (2026-10-15): Call with Kevin B Burnham > [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. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision.

**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:** Demo | **Owner:** Yogesh Vig | **Amount:** $9,350 | **Close:** 2026-10-29 **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 (2026-10-15): Yogi and VimaleshT conducted a product demonstration of CloudFuze's DIY migration platform for Dominique and Jared, focusing on ShareFile to SharePoint migrations. VimaleshT walked through the cloud addition process, content mapping using CSV files, permission... - Last call (2026-10-20): Call with Dominique Decourt > [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. - 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:** 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:** Demo | **Owner:** Rutuja Kawade | **Amount:** $6,951 | **Close:** 2026-09-18 **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 (2026-08-26): Demo went well. Here are the notes: Key Outcomes CloudFuze demonstrated its Slack-to-Microsoft Teams migration tool to Jim (Alchemy) for ~200 users. The proposed scope covers 2 years of history (~3 million messages), estimated at 2 months on a standard server ... - Last call (2026-09-03): Call with Jim Shore > [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. - Demo discussed - confirm it happened and capture next-step actions in a note.

**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:** SQL | **Owner:** Sutheerth B P | **Amount:** $5,440 | **Close:** 2026-10-30 **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 (2026-10-14): DISCOVERY NOTES — Nic Tenthorey / West Star Aviation Call Date: Friday October 10, 2026 KEY FACTS Migration: Box to SharePoint Online Data in scope: 2TB active working data (8TB total in Box, 6TB is backups/archive — NOT being migrated) Users: ~30 (trimmed dow... - Last call (2026-10-23): Call with Nic Tenthorey > [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:** Deepika A | **Amount:** $5,000 | **Close:** 2026-10-29 **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 call (2026-10-21): Call with Jonathan Brown > [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.

**Stage:** SQL | **Owner:** Deepak R J | **Amount:** $5,000 | **Close:** 2026-11-18 **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:** Trial | **Owner:** Sutheerth B P | **Amount:** $5,000 | **Close:** 2026-09-11 **Issue:** 15 days in 'Trial' without progression. **Recent signals:** - Last note (2026-08-25): Follow-up Call / IMPACT Transform Call Date: August 26, 2026 Attendees: Seth, Chit, Vignesh, Musa Nuru Kitenge (IT Coordinator), Hina (SharePoint Admin) Object count confirmed Total file count from Box: 617,096 files Total files and folders combined: approxima... - Last call (2026-08-25): Call with Musa Kitenge > [Outbound] Left voicemail **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. - Last outreach went unanswered. Switch channel: email + LinkedIn message; do not just re-dial.

**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:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $4,950 | **Close:** 2026-11-11 **Issue:** 75 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-09-16): spoke with bill, he said no update from the management, i offered him 23% discount effectively under 5k deal value, he said that would help him make a case and also fact that no payments now as the start date is Jan 2027. he said he will it by the boss and get... - Last call (2026-08-28): Call with unknown contact > [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.

**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:** Demo | **Owner:** Raunac John | **Amount:** $4,044 | **Close:** 2026-10-30 **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 (2026-10-21): If he does not give an update on Friday - we will share the migration planner with the Dates moved. - Last call (2026-10-21): Call with Reggie Watkins > [Inbound] **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:** Deepak R J | **Amount:** $4,000 | **Close:** 2026-10-08 **Issue:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - Last call (2026-09-11): Call with Ron Agaylan > [Outbound] **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

**Stage:** SQL | **Owner:** Deepak R J | **Amount:** $4,000 | **Close:** 2026-10-08 **Issue:** 46 days in 'SQL' without progression. **Recent signals:** - Last call (2026-09-11): Call with Ron Agaylan > [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:** 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:** Yogesh Vig | **Amount:** $3,500 | **Close:** 2026-09-09 **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 (2026-09-01): SOW sent, should be signed tomorrow - Last call (2026-09-02): Call with Aaditya Sahani > [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.

**Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $3,696 | **Close:** 2026-10-28 **Issue:** 59 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-09-22): emailed the engineer to check if he has follow up questions - Last call (2026-10-22): Call with Kirandeep Dhillon > [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.

**Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $3,696 | **Close:** 2026-10-28 **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 (2026-09-22): emailed the engineer to check if he has follow up questions - Last call (2026-10-22): Call with Kirandeep Dhillon > [Outbound] **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. - 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:** Raunac John | **Amount:** $3,582 | **Close:** 2026-11-10 **Issue:** 29 days in 'SQL' without progression. **Recent signals:** - Last note (2026-09-10): around 50 users and 800 GB of data - Last call (2026-09-25): Call with Orval Thompson Thompson > [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:** 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:** Demo | **Owner:** Kritika Gupta | **Amount:** $3,500 | **Close:** 2026-10-27 **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 (2026-09-28): Spoke to Lesley and he mentioned that he will respond back shortly regarding their decision. - Last call (2026-09-15): Call with Lewis Bent > [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. - Demo discussed - confirm it happened and capture next-step actions in a note.

**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:** SQL | **Owner:** Arundhati Sen | **Amount:** $1,000 | **Close:** 2026-09-19 **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:** Kritika Gupta | **Amount:** $3,356 | **Close:** 2026-10-28 **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 (2026-10-14): They are currently into the Hospitality business and manage Hotels. Also, they offer MSP services to customer and they have a customer looking to migrate from ShareFile to SharePoint. They most uses SharePoint Migrator for SharePoint Migrations including Email... **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:** $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:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $3,000 | **Close:** 2026-10-29 **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 (2026-10-22): Meeting completed: CloudFuze x Tarsus _ Egnyte to SPO Demo-20261021_162201-Meeting Recording.mp4 **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:** Demo | **Owner:** Yogesh Vig | **Amount:** $3,000 | **Close:** 2026-11-04 **Issue:** 15 days in 'Demo' without progression. **Recent signals:** - Last note (2026-10-20): NO update from the customer, gord said now the ball is in their court let them decide how they want to do this. The conversation resulted in a plan to follow up with Gord Ablett from Cloud9 Solutions on a potential decision regarding their data management need... **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:** Demo | **Owner:** Sutheerth B P | **Amount:** $2,800 | **Close:** 2026-09-28 **Issue:** 18 days in 'Demo' without progression. **Recent signals:** - Last note (2026-08-26): Demo Notes — Christopher Carrie / Elite Communication Call Date: August 26, 2026 Attendees: Seth, Vimlesh, Christopher Carrie (Elite Communication) What was demonstrated Full Slack to Teams migration walkthrough including cloud adding, user mapping, channel mi... - Last call (2026-08-25): Call with Chris Carrie > [Outbound] **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-10-15 **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:** Demo | **Owner:** Kritika Gupta | **Amount:** $2,500 | **Close:** 2026-10-29 **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 (2026-09-15): Spoke to Aaron and his client was out of office due to vacation last week and prior and must have been back this week so he will be discussing the Self Migration option with him. Follow up call is scheduled for Sep 23rd. - Last call (2026-10-19): Call with SynchroNet > [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.

**Stage:** SQL | **Owner:** Deepak R J | **Amount:** $2,500 | **Close:** 2026-10-26 **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:** $3,000 | **Close:** 2026-10-22 **Issue:** 75 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-09-01): raised an issue with upfront payment, explained vp of it and invited him for call - Last call (2026-09-18): Call with Silas Escalante > [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.

**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:** 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:** Demo | **Owner:** Deepika A | **Amount:** $2,000 | **Close:** 2026-10-29 **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:** - No emails, notes, or calls logged on this deal. **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.

**Stage:** SQL | **Owner:** Deepak R J | **Amount:** $2,000 | **Close:** 2026-10-27 **Issue:** 51 days in 'SQL' without progression. **Recent signals:** - Last call (2026-09-18): 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.

**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:** 2026-06-12 **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:** Deepika A | **Amount:** $1,800 | **Close:** 2026-11-20 **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:** $1,000 | **Close:** 2026-09-15 **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:** Vibha Mann | **Amount:** $1,500 | **Close:** 2026-10-28 **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:** Vibha Mann | **Amount:** $1,500 | **Close:** 2026-10-28 **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:** - 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.

**Stage:** SQL | **Owner:** Sutheerth B P | **Amount:** $2,000 | **Close:** 2026-10-16 **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 (2026-10-01): Initial connect notes: How he found us: Gemini search — CloudFuze was the first result. Google Partner of the Year was a strong credibility signal that convinced him. Why moving: Google Chat now offers significantly more features and ecosystem connectivity tha... - Last call (2026-10-07): Call with Bashar Tayem > [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:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $1,500 | **Close:** 2026-09-15 **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:** - Last note (2026-09-09): IT manager called company line to inquire about dropbox to sharepoint migration as they want to consolidate everything to Microsoft. 5 users 65 gb data, renewal in three months data is imp as they are legal files. want to preserv everything. most imp for them ... - Last call (2026-09-09): Call with Saad Lahkim > [Outbound] **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. - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us.

**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:** Deepak R J | **Amount:** $1,000 | **Close:** 2026-10-27 **Issue:** 15 days in 'SQL' without progression. **Recent signals:** - Last call (2026-10-22): Call with Juraj Mriso > [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:** Deepak R J | **Amount:** $1,000 | **Close:** 2026-10-27 **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:** - No emails, notes, or calls logged on this deal. **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.

**Stage:** SQL | **Owner:** Deepika A | **Amount:** $1,000 | **Close:** 2026-09-30 **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 (2026-09-22): Call with Darion Jones Jones > [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:** SQL | **Owner:** Deepika A | **Amount:** $1,000 | **Close:** 2026-09-30 **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:** $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.

**Stage:** SQL | **Owner:** Deepak R J | **Amount:** $500 | **Close:** 2026-09-06 **Issue:** 16 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:** Vibha Mann | **Amount:** $169 | **Close:** 2026-10-24 **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:** SQL | **Owner:** Rahul Gowda | **Amount:** $100 | **Close:** 2026-11-30 **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.