Month 5 of 12
Northwind Finance
B2B SaaS — FP&A platform, Series A
Fractional VP Sales — $2M ARR, scaling to $5M
3
Open tasks
3
Threads
1
Meetings
3
Contacts
2
Docs
Open action items
3Draft Halcyon re-engagement plan for Marco
Email from Marco Silva · due in 3h
Review Alice's v3 forecast before Monday
Email from Alice Chen · due in 3d
Unblock VP Marketing hire (sliding)
Slack from Marco
Upcoming meetings
1in 3h
11:00 AM
Northwind — Halcyon deal saver sync
Urgent: align on the Halcyon deal re-engagement plan.
Marco Silva, Dan Brook
Recent email threads
3← Marco SilvaAwaiting reply
5h agoURGENT — Halcyon deal risk
Dan just called me. The Halcyon deal went cold — champion didn't respond to three messages. We need a plan before the sync tomorrow morning. Can you look at the thread and tell me what to do?
← Dan Brook
9h agoRe: Halcyon — background doc
Pasting the full deal context. Happy to jump on 15 min tomorrow AM before the team sync if helpful.
← Alice ChenAwaiting reply
14h agoForecast model — v3 ready for your review
Updated the forecast with the new bookings methodology you suggested. Would love your review before Monday's leadership sync.
Recent meetings
1Northwind — Forecast review
20h agoReviewed v3 forecast model.
Key people
3MS
Marco Silva
Founder / CEO
AC
Alice Chen
Head of RevOps
DB
Dan Brook
Senior AE
Slack activity
5Marco in #northwind-deals3h ago
Also — can we talk about the VP Marketing hire? It's sliding.
Dan in #northwind-deals5h ago
Can we try a multi-threaded approach with their CFO?
Marco in #northwind-deals6h ago
We cannot lose Halcyon. Seb — need a plan.
Dan in #northwind-deals8h ago
Halcyon is ghosting me. Three attempts, no response.
Alice in #northwind-revops14h ago
v3 forecast is up — please review before Monday.
Recent docs
2Jump to another client: