Pipeline Health Monitor

**ATTEMPT 2 - RE-TASK.** The previous agent task (75d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $275,000 | **Close:** 2026-09-08 **Issue:** 75 days in 'SQL' without progression. **Recent signals:** - Last call (2026-04-17): Call with Preston Ferguson > [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 (99d 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:** 99 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 2 - RE-TASK.** The previous agent task (28d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Trial | **Owner:** Anthony Raymond | **Amount:** $100,000 | **Close:** 2026-06-22 **Issue:** 28 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 2 - RE-TASK.** The previous agent task (50d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $70,000 | **Close:** 2026-06-17 **Issue:** 50 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 2 - RE-TASK.** The previous agent task (73d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Joy Prakash | **Amount:** $60,552 | **Close:** 2026-05-19 **Issue:** 73 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 2 - RE-TASK.** The previous agent task (43d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $60,000 | **Close:** 2026-06-11 **Issue:** 43 days in 'SQL' without progression. **Recent signals:** - Last note (2026-05-12): used native MS tool to migrate OneDrives, but needs tool to handle embedded links for the Shared Folders in File Server. Sent pricing, and trying to get demo scheduled with stakeholders. **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 (47d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $50,000 | **Close:** 2026-08-12 **Issue:** 47 days in 'SQL' without progression. **Recent signals:** - Last note (2026-05-27): @Satya Pranavi Manthena any updates to share with AAA on surfacing 3rd party agents? **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 (58d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $45,000 | **Close:** 2026-08-12 **Issue:** 58 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:** $40,000 | **Close:** 2026-06-30 **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 (44d 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:** 2026-06-10 **Issue:** 44 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 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:** Quote Sent | **Owner:** Kritika Gupta | **Amount:** $35,000 | **Close:** 2026-06-29 **Issue:** 20 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-06-24): They had few changes which we were suppose to make in the SOW. NIvas has already reverted back with the Technical details and updated SOW is been sent already. - Last call (2026-06-08): Call with Vitaly Endrjukaitis > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Kritika Gupta | **Amount:** $35,000 | **Close:** 2026-06-29 **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 (2026-06-24): They had few changes which we were suppose to make in the SOW. NIvas has already reverted back with the Technical details and updated SOW is been sent already. - Last call (2026-06-08): Call with Vitaly Endrjukaitis > [Outbound] **Suggested next step:** - Set the next concrete step for this 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. - 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 (50d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $29,000 | **Close:** 2026-06-01 **Issue:** 50 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 (2026-06-16): 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 2 - RE-TASK.** The previous agent task (111d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Joy Prakash | **Amount:** $21,560 | **Close:** 2026-05-19 **Issue:** 111 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 2 - RE-TASK.** The previous agent task (64d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Chitradip Saha | **Amount:** $20,000 | **Close:** 2026-07-20 **Issue:** 64 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 2 - RE-TASK.** The previous agent task (143d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Deepak R J | **Amount:** $16,849 | **Close:** 2026-07-28 **Issue:** 143 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 2 - RE-TASK.** The previous agent task (29d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $15,000 | **Close:** 2026-08-17 **Issue:** 29 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 2 - RE-TASK.** The previous agent task (52d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Kritika Gupta | **Amount:** $15,000 | **Close:** 2026-07-22 **Issue:** 52 days in 'SQL' without progression. **Recent signals:** - Last note (2026-05-04): Sonya is the IT Manager of PDSI They are into Hotel Renovations Business. Currently using Egnyte and looking to migrate to SharePoint. 9TB of Data and 45 users. Using Egnyte for almost 8 years. January is the renewal of Egnyte and they are not looking to renew... - Last call (2026-05-11): Call with Sonya Dreiske > [Outbound] **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (294d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Chitradip Saha | **Amount:** $15,000 | **Close:** 2025-12-31 **Issue:** 294 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 2 - RE-TASK.** The previous agent task (122d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Deepak R J | **Amount:** $14,400 | **Close:** 2026-06-25 **Issue:** 122 days in 'Demo' without progression. **Recent signals:** - Last note (2026-06-18): No show for the call - Last call (2026-05-14): Cloudfuze | Discussion for CF Manage | SolutionFacts Consulting **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 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:** $14,400 | **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 (2026-06-18): No show for the call - Last call (2026-05-14): Cloudfuze | Discussion for CF Manage | SolutionFacts Consulting **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 2 - RE-TASK.** The previous agent task (106d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $13,000 | **Close:** 2026-10-14 **Issue:** 106 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 2 - RE-TASK.** The previous agent task (143d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $12,418 | **Close:** 2026-07-31 **Issue:** 143 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-05-11): Audit: Deal is still not in the closing stage. We need to revisit and get a better clarity 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 2 - RE-TASK.** The previous agent task (37d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Rutuja Kawade | **Amount:** $12,000 | **Close:** 2026-07-10 **Issue:** 37 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 2 - RE-TASK.** The previous agent task (113d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $12,000 | **Close:** 2026-06-10 **Issue:** 113 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 (41d 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:** 41 days in 'SQL' without progression. **Recent signals:** - Last note (2026-05-18): asked to reach out 27 - 28 of this month **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:** SQL | **Owner:** Yogesh Vig | **Amount:** $10,000 | **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 (2026-05-18): asked to reach out 27 - 28 of this month **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. - 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 (42d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Kritika Gupta | **Amount:** $10,000 | **Close:** 2026-08-10 **Issue:** 42 days in 'SQL' without progression. **Recent signals:** - Last note (2026-05-13): Email conversation: Migration planned for Q4 as of now looking for a quote to migrate 130-140 users from Slack. Enterprise Plan and looking to migrate everything. Waiting for other details, so can work on the next steps. **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 (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 (28d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $10,000 | **Close:** 2026-07-15 **Issue:** 28 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 2 - RE-TASK.** The previous agent task (61d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $9,713 | **Close:** 2026-06-30 **Issue:** 61 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 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:** Arundhati Sen | **Amount:** $9,713 | **Close:** 2026-06-30 **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.

**ATTEMPT 2 - RE-TASK.** The previous agent task (93d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Kritika Gupta | **Amount:** $9,500 | **Close:** 2026-07-08 **Issue:** 93 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-04-10): Call Summary – Umesh |/ Called him on his DIRECT 301.692.1520 Intro & Handover Introduced myself as the new point of contact, replacing Kartik who has moved to a different internal role. Umesh was already aware that the SOW had been shared by Kartik. Payment T... - Last call (2026-02-11): Call with unknown contact > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (96d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $8,990 | **Close:** 2026-07-15 **Issue:** 96 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-03-17): Audit done: Will reach out to the customer and see if we can provide promotional offer to get them signed before end of this month. - 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 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:** Lennis Brown | **Amount:** $8,752 | **Close:** 2026-07-01 **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 (2026-06-15): Trigger: Sheerenee Sookmungal (Business Systems Manager) is currently on leave with an OOO auto-reply active. 12+ days since last substantive exchange. Check-in redirected to Pat Ramadass (CIO) as the senior active contact. Email Summary: Status check-in addre... - Last call (2026-06-09): Call with Pat Ramadass Pramada > [Outbound] **Suggested next step:** - Set the next concrete step for this 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. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (29d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Lennis Brown | **Amount:** $8,752 | **Close:** 2026-07-01 **Issue:** 29 days in 'Demo' without progression. **Recent signals:** - Last note (2026-06-15): Trigger: Sheerenee Sookmungal (Business Systems Manager) is currently on leave with an OOO auto-reply active. 12+ days since last substantive exchange. Check-in redirected to Pat Ramadass (CIO) as the senior active contact. Email Summary: Status check-in addre... - Last call (2026-06-09): Call with Pat Ramadass Pramada > [Outbound] **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (90d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $8,178 | **Close:** 2026-06-22 **Issue:** 90 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 2 - RE-TASK.** The previous agent task (44d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Kritika Gupta | **Amount:** $8,000 | **Close:** 2026-06-29 **Issue:** 44 days in 'Demo' without progression. **Recent signals:** - Last note (2026-06-15): Spoke to Xavier and Brian and they are happy with the costs what they have received now. However, also waiting for another quote from an MSP with whom one of the partner has worked in the past. He will be reviewing this with his boss this Wednesday and follow ... - Last call (2026-06-01): CloudFuze Discussion with Mars Energy Group| GW Tenant to Tenant **Suggested next step:** - Competitive risk - bittitan mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 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:** $8,000 | **Close:** 2026-06-29 **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:** - Last note (2026-06-15): Spoke to Xavier and Brian and they are happy with the costs what they have received now. However, also waiting for another quote from an MSP with whom one of the partner has worked in the past. He will be reviewing this with his boss this Wednesday and follow ... - Last call (2026-06-01): CloudFuze Discussion with Mars Energy Group| GW Tenant to Tenant **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Competitive risk - bittitan mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 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:** Quote Sent | **Owner:** Kritika Gupta | **Amount:** $7,317 | **Close:** 2026-06-30 **Issue:** 20 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-06-25): He has got his manager, CEO and all approvals in place. Just that waiting for his VP's sign off. He should be getting that in 3 to 4 days as he is working on the same. Okay if not been able to get the discounted price as still would like to move forward. FU ca... - Last call (2026-06-11): Call with David Jones > [Outbound] **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Kritika Gupta | **Amount:** $7,317 | **Close:** 2026-06-30 **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 (2026-06-25): He has got his manager, CEO and all approvals in place. Just that waiting for his VP's sign off. He should be getting that in 3 to 4 days as he is working on the same. Okay if not been able to get the discounted price as still would like to move forward. FU ca... - Last call (2026-06-11): Call with David Jones > [Outbound] **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (23d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $7,260 | **Close:** 2026-06-12 **Issue:** 23 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 2 - RE-TASK.** The previous agent task (19d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Signature | **Owner:** Rutuja Kawade | **Amount:** $7,001 | **Close:** 2026-07-10 **Issue:** 19 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 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:** 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 2 - RE-TASK.** The previous agent task (21d 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:** 21 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 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 (62d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $6,800 | **Close:** 2026-08-12 **Issue:** 62 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-04-28): Spoke to Shawn today, he said that they are deciding by the end of the week and will have an answer for us. Next step will be to schedule a final call to go over the SOW and signoff Didnt accept the month end discount as they are a govt agency and have to foll... - Last call (2026-04-22): Call with Sean Spence > [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 (135d 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:** 135 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 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Trial | **Owner:** Kritika Gupta | **Amount:** $6,000 | **Close:** 2026-07-03 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-24): POC was messed up so we will be scheduling a call to discuss this further. - Last call (2026-06-10): Call with Rogerio Wanderley > [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. - 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 (28d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $6,000 | **Close:** 2026-06-25 **Issue:** 28 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 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:** SQL | **Owner:** Deepak R J | **Amount:** $6,000 | **Close:** 2026-07-22 **Issue:** 48 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-23): File server to SharePoint migration got canceled by the time we could build the script they built their own script. They have another project coming up for Dropbox which they will reach out to us. - Last call (2026-06-23): Call with Apnimed > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Lennis Brown | **Amount:** $5,800 | **Close:** 2026-07-01 **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 (2026-06-18): Lumino — GWS-GWS | Slack ($5,800) | Callback scheduled (2 PM ET) Contact: Carlos Obare, Executive Assistant to the Founder, Lumino ( carlos@golumino.com ) — coordinator/gatekeeper; Founder is likely the final approver. Update: Outbound call June 18, 8:34 AM ET... - Last call (2026-06-16): Call with Carlos Obare **Suggested next step:** - Set the next concrete step for this 4-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (29d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $5,000 | **Close:** 2026-06-15 **Issue:** 29 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 2 - RE-TASK.** The previous agent task (62d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Deepak R J | **Amount:** $5,000 | **Close:** 2026-05-23 **Issue:** 62 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-05-01): New Deal created by Vivin. Need to follow up on the next steps. I understand there is a time difference coz they are from Singapore. Sent follow up email. - Last call (2026-05-28): Call with Beatrice Chia Chia > [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 (68d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $5,000 | **Close:** 2026-05-19 **Issue:** 68 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 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:** $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 2 - RE-TASK.** The previous agent task (69d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $5,000 | **Close:** 2026-07-15 **Issue:** 69 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 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:** (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 2 - RE-TASK.** The previous agent task (666d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** (unassigned) | **Amount:** $5,000 | **Close:** **Issue:** 666 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 2 - RE-TASK.** The previous agent task (293d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Chitradip Saha | **Amount:** $4,500 | **Close:** 2025-09-12 **Issue:** 293 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 2 - RE-TASK.** The previous agent task (27d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Rutuja Kawade | **Amount:** $4,000 | **Close:** 2026-07-10 **Issue:** 27 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 2 - RE-TASK.** The previous agent task (34d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $4,000 | **Close:** 2026-07-15 **Issue:** 34 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 2 - RE-TASK.** The previous agent task (224d 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:** 224 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 2 - RE-TASK.** The previous agent task (252d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Anthony Raymond | **Amount:** $4,000 | **Close:** 2026-09-23 **Issue:** 252 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 2 - RE-TASK.** The previous agent task (111d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $3,398 | **Close:** 2026-07-30 **Issue:** 111 days in 'SQL' without progression. **Recent signals:** - Last note (2026-04-22): emailed today as had asked to resume the conversation end of april - Last call (2026-03-12): Call with kellie Volp **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**ATTEMPT 2 - RE-TASK.** The previous agent task (273d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Chitradip Saha | **Amount:** $3,120 | **Close:** 2025-09-30 **Issue:** 273 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 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $3,000 | **Close:** 2026-06-29 **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 (2026-06-23): emailed to check on sow status and also if he cleaned the drive before starting the migration awaiting response **Suggested next step:** - Set the next concrete step for this 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.

**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:** Deepak R J | **Amount:** $3,000 | **Close:** 2026-07-05 **Issue:** 20 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-10): Demo done and pricing shared - Last call (2026-06-16): Call with Samtek > [Outbound] **Suggested next step:** - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (21d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $3,000 | **Close:** 2026-07-04 **Issue:** 21 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-23): File server to SharePoint migration got canceled by the time we could build the script they built their own script. They have another project coming up for Dropbox which they will reach out to us. - Last call (2026-06-23): Call with Apnimed > [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 (71d 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:** 2026-07-31 **Issue:** 71 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 2 - RE-TASK.** The previous agent task (71d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Kritika Gupta | **Amount:** $3,000 | **Close:** 2026-07-02 **Issue:** 71 days in 'SQL' without progression. **Recent signals:** - Last note (2026-05-14): Spoke to Adam and he mentioned that the other projects have actually come up due to which the timelines might change but he needs to check withe admins on the data size for the entities to be migrated along with the other details. He mentioned that he will get... - Last call (2026-05-14): Call with Adam Vogg > [Outbound] **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (48d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $2,900 | **Close:** 2026-07-22 **Issue:** 48 days in 'SQL' without progression. **Recent signals:** - Last note (2026-02-10): Last interaction when we add she told us to reach Mid feb by then she will talk to the end customer to get this project going. Sent a follow up email waiting to hear back from the customer. - Last call (2024-08-21): Call with Michael Godfrey > . **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:** Kritika Gupta | **Amount:** $2,800 | **Close:** 2026-06-30 **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 (2026-06-23): Demo done and they liked what they saw. They have also looked at Cloudiway for the same migration. He was more interested to see if we can give away a tool for migration. Also a discussion around the inactive users handling in Teams- Vignesh needs to check and... - Last call (2026-06-25): Call with Ryan Powell > [Outbound] **Suggested next step:** - Set the next concrete step for this 3-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (28d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $2,780 | **Close:** 2026-07-15 **Issue:** 28 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-16): Reach out Jason in next 2 weeks - Last call (2026-06-05): Call with Variation Reduction Solutions, Inc. > [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 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:** $2,500 | **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 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:** SQL | **Owner:** Deepak R J | **Amount:** $2,500 | **Close:** 2026-07-15 **Issue:** 48 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 2 - RE-TASK.** The previous agent task (107d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Rutuja Kawade | **Amount:** $2,500 | **Close:** 2026-07-31 **Issue:** 107 days in 'Demo' without progression. **Recent signals:** - Last note (2026-02-27): LL: Apr1 Call with Sihem End of Grants Grants will be wrapped up by end of June Budgets will be allocated July This project will happen in Q3 Call Sihem in end of June to check if budgets was approved LL: Mar 23 Mar Q&A with Nivas, Sihen & Larry Users: 170 Sha... - 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 2 - RE-TASK.** The previous agent task (50d 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:** 50 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 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:** 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 2 - RE-TASK.** The previous agent task (244d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $2,500 | **Close:** 2026-08-12 **Issue:** 244 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 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:** Aparajit Jha | **Amount:** $2,125 | **Close:** 2026-06-30 **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 (2026-06-24): Call with Brian Kehoe **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:** $2,000 | **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:** - 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 (20d 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:** 2026-06-12 **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 (23d 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:** 2026-07-08 **Issue:** 23 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-09): Overage opporutnity. - Last call (2026-06-08): Call with ICS Data > [Inbound] **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 (56d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Joy Prakash | **Amount:** $2,000 | **Close:** 2026-05-28 **Issue:** 56 days in 'Demo' without progression. **Recent signals:** - Last note (2026-06-02): sent email. **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**ATTEMPT 2 - RE-TASK.** The previous agent task (58d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Quote Sent | **Owner:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-06-29 **Issue:** 58 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 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:** Arundhati Sen | **Amount:** $2,000 | **Close:** 2026-06-29 **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:** - 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 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 (62d 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:** 2026-05-29 **Issue:** 62 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 2 - RE-TASK.** The previous agent task (61d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Deepak R J | **Amount:** $2,000 | **Close:** 2026-07-16 **Issue:** 61 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 (112d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Joy Prakash | **Amount:** $2,000 | **Close:** 2026-07-15 **Issue:** 112 days in 'SQL' without progression. **Recent signals:** - Last note (2026-05-01): Audit on Deal: No update on Manage after March. Followed up but no response. Moving the deal to June. - 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 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Deepak R J | **Amount:** $1,000 | **Close:** 2026-06-26 **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:** - 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 (78d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Arundhati Sen | **Amount:** $1,000 | **Close:** 2026-07-31 **Issue:** 78 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 2 - RE-TASK.** The previous agent task (107d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Arundhati Sen | **Amount:** $1,000 | **Close:** 2026-07-15 **Issue:** 107 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 2 - RE-TASK.** The previous agent task (122d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Joy Prakash | **Amount:** $500 | **Close:** 2026-07-22 **Issue:** 122 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 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:** Rahul Gowda | **Amount:** $20 | **Close:** 2026-05-07 **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.

**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:** Quote Sent | **Owner:** Rahul Gowda | **Amount:** $20 | **Close:** 2026-05-07 **Issue:** 20 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 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:** $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 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:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-08-12 **Issue:** 22 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:** Demo | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-07-15 **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 2 - RE-TASK.** The previous agent task (28d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-07-15 **Issue:** 28 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 2 - RE-TASK.** The previous agent task (d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-07-15 **Issue:** No deal value. Excluded from revenue forecasts. **Recent signals:** - Last note (2026-06-03): June - 3rd Update - Do not have any update for you as of now. Still adjusting to the role and unable to get through everything thrown at me lol. **Suggested next step:** - Update the deal amount. Use the latest quote, scoped estimate, or rep's gut number - just don't leave it blank.

**ATTEMPT 2 - RE-TASK.** The previous agent task (28d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-07-15 **Issue:** 28 days in 'Demo' without progression. **Recent signals:** - Last note (2026-06-03): June - 3rd Update - Do not have any update for you as of now. Still adjusting to the role and unable to get through everything thrown at me lol. **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**ATTEMPT 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:** $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 2 - RE-TASK.** The previous agent task (218d ago) was not completed in 2 days. Context has been refreshed below - act on this today. **Stage:** SQL | **Owner:** Anthony Raymond | **Amount:** $0 | **Close:** 2026-05-13 **Issue:** 218 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:** Vicky Cariappa | **Amount:** $182,490 | **Close:** 2026-07-15 **Issue:** 21 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-04): Discussion notes: Optimizely’s Primary Requirements & Scope Bryan Rebhahn outlined a major strategic initiative to completely migrate Optimizely's core productivity infrastructure from Microsoft 365 over to Google Workspace and other integrated tools. The Core... - Last call (2026-06-25): Call with Optimizely **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:** Signature | **Owner:** Kritika Gupta | **Amount:** $34,906 | **Close:** 2026-06-23 **Issue:** Deal close date is 0 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-06-22): Discussion with Chris as he got a go ahead. Reason why he chose us is because of the overall engagement. Competition- CEW as they have used them in the past seems to be overpriced. TeamVante- They were not able to understand the scope of the migration which he... - Last call (2026-06-19): CloudFuze Discussion with Ivy Technology **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.

**Stage:** SQL | **Owner:** Vicky Cariappa | **Amount:** $30,000 | **Close:** 2026-07-08 **Issue:** 17 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-23): Phillip Chumley OOO until 3rd July. - Last call (2026-06-19): Call with Brent Cole **Suggested next step:** - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact.

**Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $30,000 | **Close:** 2026-08-19 **Issue:** 15 days in 'Demo' without progression. **Recent signals:** - 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.

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

**Stage:** SQL | **Owner:** Vicky Cariappa | **Amount:** $25,000 | **Close:** 2026-07-22 **Issue:** 17 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-09): Discussion notes : Sujeeth and Danesh his manager did join the call and would like to use CloudFuze as we have done enterprise grade migration. IT Support -ABC Group ; Dhanesh P K ; Anoop George

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

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

**Stage:** Quote Sent | **Owner:** Vicky Cariappa | **Amount:** $10,951 | **Close:** 2026-07-15 **Issue:** 33 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-05-26): Demo notes : The meeting focused on discussing CloudFuse's migration services for moving data from Box to Microsoft OneDrive and SharePoint. Vicky and Nivas from CloudFuse demonstrated their fully managed migration tool, explaining how they handle API limitati... - Last call (2026-06-15): Call with Ricardo Uribe **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Signature | **Owner:** Rutuja Kawade | **Amount:** $10,363 | **Close:** 2026-06-30 **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 (2026-06-24): Call with samer El-Khawam > [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:** Demo | **Owner:** Divyansh Singh | **Amount:** $10,000 | **Close:** 2026-06-30 **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 (2026-06-23): Meeting got reschedule to Friday since Adam said that he wasn't able to connect and discuss with his director, so asked to reschedule it for later on. - Last call (2026-06-16): Charlois USA | M365 Tenant-to-Tenant | CloudFuze **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.

**Stage:** Demo | **Owner:** Vicky Cariappa | **Amount:** $10,000 | **Close:** 2026-07-08 **Issue:** 22 days in 'Demo' without progression. **Recent signals:** - Last note (2026-06-03): Demo notes : 06/03/2026 CloudFuze met with the customer to review the technical approach, security requirements, migration process, and project timeline for the Slack-to-Microsoft Teams migration. The discussion covered the secure setup of source and destinati... - Last call (2026-06-10): Call with Policy Reporter by Valeris **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.

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

**Stage:** Quote Sent | **Owner:** Yogesh Vig | **Amount:** $9,000 | **Close:** 2026-10-14 **Issue:** 109 days in 'Quote Sent' without progression. **Recent signals:** - Last note (2026-04-07): nivas ran the demo with sonali> we addressed all the questions> I sent the sec details - soc2, security overview, inclusions and exclusions> he said the customer is really nervous about the embedded link which are most imp so they want to test out before the m... - Last call (2025-12-22): Call with Nahyan Shariff > check in q1 **Suggested next step:** - Legal/contract track active. Confirm status of MSA/redlines and unblock if waiting on us. - Security review in progress. Ensure SOC2/ISO/DPA docs delivered and follow up with InfoSec contact. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Demo | **Owner:** Anthony Raymond | **Amount:** $8,800 | **Close:** 2026-07-10 **Issue:** 15 days in 'Demo' without progression. **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:** - 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:** Zero contacts associated. Outreach cannot be tracked or measured. **Recent signals:** - No emails, notes, or calls logged on this deal. **Suggested next step:** - Add the primary contact on this deal (name + work email) so emails and calls can be tracked.

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

**Stage:** Demo | **Owner:** Vicky Cariappa | **Amount:** $7,650 | **Close:** 2026-07-13 **Issue:** 58 days in 'Demo' without progression. **Recent signals:** - Last note (2026-05-15): Vicky, I appreciate you following up. At the moment, we have don't have any updates. It may take us a couple more weeks until we do. Thanks - Last call (2026-05-06): Call with Audax Group **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Signature | **Owner:** Rutuja Kawade | **Amount:** $7,001 | **Close:** 2026-06-26 **Issue:** Deal close date is 3 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last call (2026-05-14): Call with Deven Kumar > [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.

**Stage:** Signature | **Owner:** Vicky Cariappa | **Amount:** $6,748 | **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 note (2026-06-24): Type of Migration: Google Tenant to Tenant (Data, Email, and Chat) No. of Users: 24 Total Drive Data: 260 GB Total Email Data: 1 TB GChat Message Count: Unknown Demo notes: Vicky led a demonstration of CloudFuse's data migration service for Rick and Rex, showc... - Last call (2026-06-25): CloudFuze | Demo for Google Tenant to Tenant Migration ( DATA ) | Akira **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.

**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:** Trial | **Owner:** Vicky Cariappa | **Amount:** $5,000 | **Close:** 2026-08-11 **Issue:** 24 days in 'Trial' without progression. **Recent signals:** - Last note (2026-05-11): 05/11/2026 : POC in progress - Last call (2026-03-24): Call with Sivapriya Sivagunan > [Outbound] **Suggested next step:** - Competitive risk - avepoint mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - 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. - Demo discussed - confirm it happened and capture next-step actions in a note.

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

**Stage:** SQL | **Owner:** Rutuja Kawade | **Amount:** $4,000 | **Close:** 2026-06-30 **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 (2026-06-24): 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 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:** Kritika Gupta | **Amount:** $4,000 | **Close:** 2026-07-08 **Issue:** 15 days in 'SQL' without progression. **Recent signals:** - Last call (2026-06-18): Call with Steven Kim > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

**Stage:** Signature | **Owner:** Lennis Brown | **Amount:** $3,868 | **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:** - Last note (2026-06-18): Thompson Solutions Group — COI & Revised Agreement | Moving to Signature Contact: Tasha Barker, General Manager, Thompson Solutions Group ( tasha.barker@thompsonsolutionsgroup.com ). Update: Project approved by the end client. Tasha sent a COI example with Tho... - Last call (2026-06-15): Call with Tasha Barker > [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. - 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:** Signature | **Owner:** Kritika Gupta | **Amount:** $3,457 | **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 (2026-06-12): As of now she mentioned that she would like to merge 2 tenants of Google to 1 Microsoft. Quote sent to Patricia and she will get it approved for formal signatures on the same. - Last call (2026-06-12): Call with Patricia Lomden > [Outbound] **Suggested next step:** - Set the next concrete step for this 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.

**Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $3,000 | **Close:** 2026-07-07 **Issue:** 15 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-17): schedule the demo - 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. - 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:** Kritika Gupta | **Amount:** $3,000 | **Close:** 2026-07-02 **Issue:** Deal close date is 7 days out and there is no open task. This deal will slip if no plan is set today. **Recent signals:** - Last note (2026-05-14): Spoke to Adam and he mentioned that the other projects have actually come up due to which the timelines might change but he needs to check withe admins on the data size for the entities to be migrated along with the other details. He mentioned that he will get... - Last call (2026-05-14): Call with Adam Vogg > [Outbound] **Suggested next step:** - Set the next concrete step for this 7-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** SQL | **Owner:** Divyansh Singh | **Amount:** $3,000 | **Close:** 2026-10-15 **Issue:** 32 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-23): Project scope Route: Google Workspace / Shared Drives → Microsoft 365 Users: 33 Data: ~235 GB (130 + 105) Email: 168 GB — Enrique interested "if it makes sense" Chat: offered/available, not confirmed in scope External shares: Enrique flagged externally-shared ... - Last call (2026-06-16): Call with Fortis **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $3,000 | **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:** - Last note (2026-06-17): schedule the demo - Last call (2026-06-18): CloudFuze - Managed 24/7 | Microsoft tenant to tenant POC setup **Suggested next step:** - Set the next concrete step for this 1-day close before EOD: who, what, when. Add it as a task or meeting in HubSpot. - Competitive risk - sharegate mentioned in recent activity. Send a direct comparison/differentiator before the next conversation. - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Commercials are on the table. Move to formal proposal or escalate if discount approval needed. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $3,000 | **Close:** 2026-06-24 **Issue:** 21 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-01): paul owner at levett ltd is a msp based in UK, wants to do a mnigration for his client - slack to chat 35 channels and 27 users sent pricing with 10% margin also for the same client wanted a quote for Dropbox to google 200 gb 1 user shared the pricing for both... **Suggested next step:** - Commercials are on the table. Move to formal proposal or escalate if discount approval needed.

**Stage:** SQL | **Owner:** Yogesh Vig | **Amount:** $3,000 | **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:** - Last note (2026-06-01): paul owner at levett ltd is a msp based in UK, wants to do a mnigration for his client - slack to chat 35 channels and 27 users sent pricing with 10% margin also for the same client wanted a quote for Dropbox to google 200 gb 1 user shared the pricing for both... **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.

**Stage:** SQL | **Owner:** Divyansh Singh | **Amount:** $2,639 | **Close:** 2026-06-30 **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 (2026-06-11): Markus wants to migrate ~20 users, 1.5 TB — Google Shared Drive → SharePoint Online Prefers in-house approach; CloudFuze to provide backend support & full tool access Demo covered full 6-phase migration, one-time + delta sync, permissions, timestamps, hyperlin... - Last call (2026-06-09): Call with Mark Diamond **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. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** SQL | **Owner:** Divyansh Singh | **Amount:** $2,639 | **Close:** 2026-06-30 **Issue:** 15 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-11): Markus wants to migrate ~20 users, 1.5 TB — Google Shared Drive → SharePoint Online Prefers in-house approach; CloudFuze to provide backend support & full tool access Demo covered full 6-phase migration, one-time + delta sync, permissions, timestamps, hyperlin... - Last call (2026-06-09): Call with Mark Diamond **Suggested next step:** - POC/trial in flight. Confirm success criteria, current usage, and timeline to decision. - Demo discussed - confirm it happened and capture next-step actions in a note.

**Stage:** Trial | **Owner:** Vicky Cariappa | **Amount:** $2,500 | **Close:** 2026-06-30 **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 (2026-06-12): POC set - Update on Monday - Last call (2026-06-17): Call with Atiba LLC **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. - 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.

**Stage:** Demo | **Owner:** Kritika Gupta | **Amount:** $2,500 | **Close:** 2026-07-30 **Issue:** 15 days in 'Demo' without progression. **Recent signals:** - Last call (2026-06-09): Call with Dennis Roell > [Outbound] **Suggested next step:** - Demo discussed - confirm it happened and capture next-step actions in a note.

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

**Stage:** SQL | **Owner:** Deepak R J | **Amount:** $2,000 | **Close:** 2026-07-09 **Issue:** 15 days in 'SQL' without progression. **Recent signals:** - Last note (2026-06-15): He is going to his end clients pitch mange and migrate will get back to us on the same. - Last call (2026-06-11): Call with Bob Turner > [Outbound] **Suggested next step:** - Either advance to the next stage with evidence (a meeting, a quote, an MSA) or move to Closed Lost / On Hold with a written reason.

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