Saturday, April 18
Good morning, Seb. Here's what moved in the last 72 hours across your 5 clients.
Halcyon deal at risk, board slide due Wednesday, and five critical sign-offs stacking before Monday.
Northwind's largest deal went dark (champion ghosting after 3 attempts) — you have 3 hours to give Marco a plan. Acme's board deck ships Thursday, so your pipeline slide is due Wednesday EOD. Five other approvals are blocking launches or calls: outbound sequence (2,400 contacts), Sephora pitch confirmation, FedEx legal join, Rachel's offer, and Index term sheet review. The good news: Ulta beat forecast by 40%, Walmart intro landed, and Rachel verbally accepted.
- 1Draft Halcyon re-engagement plan for Marco — call Dan for 15-min context, deliver before 11am sync
- 2Sign off Jenna's outbound sequence — 2,400-contact launch tomorrow AM
- 3Confirm FedEx legal join (Thu 2pm) and Sephora pitch availability (next week)
- 4Send Acme board pipeline slide to Priya by Wed EOD — hard deck deadline
- 5Review Index term sheet before Friday call — flag structure concerns early
Acme Health
5 openBoard slide due Wed EOD (deck prints Thu). You owe: outbound sequence sign-off (launches tomorrow to 2,400 contacts), green-light on Rachel's offer (Tom ready to send), view on pushing Henry Ford to Q3, and 30-min Mercy Health prep before Tuesday's pilot-to-enterprise sync.
Northwind Finance
3 openHalcyon deal went cold — champion ghosting, Marco needs re-engagement plan in 3 hours before your sync. Also blocking: Alice's v3 forecast review (leadership sync Monday) and the sliding VP Marketing hire.
Helios Robotics
2 openConfirm you'll join FedEx legal review Thursday 2pm (SLA questions). UPS kickoff prep Friday, success metrics doc in Drive. Walmart intro landed, call next week.
Vela Beauty
2 openSephora buyer wants formal pitch next week — Maya needs you to confirm. Ulta reordered 1.4x forecast and wants 12-store gondola test; Lena needs your view on fulfillment capacity.
Orbit Payments
3 openIndex term sheet in hand — Kai wants 20-min walk-through Friday AM. Jules wants Shopify Plus intro (you know Priya Shah). Advisor equity benchmark (0.25%) is minor.