Next Actions

All open action items across the active pipeline, compiled from deal notes. Completed and lost deals are noted for reference. See Revenue Forecast for weighted pipeline figures and Pipeline Dashboard for stage-level status.

Ordered by urgency (earliest deadline first).

• Jul 8 — AtlasHR: Get 12% discount approved by manager; finalize contract to hit July close target.
• Jul 9 — Brickmate: Answer security questions and send pilot proposal.
• Jul 10 — SevenRetail: Attend proposal review meeting; counter Notion with clear differentiators.
• Jul 11 — Novalogics: Run discovery call.
• Ongoing — CoreWorks: Complete onboarding handoff to CS team.

Novalogics — Lead · $90k/yr · 20%

• Book and run discovery call for Jul 11 [Deal notes.md]

Brickmate — Discovery · $135k/yr · 35%

• Answer security questions by Jul 9 [Deal notes.md]
• Prepare and send pilot proposal [Deal notes.md]

SevenRetail — Proposal · $270k/yr · 50%

• Attend proposal review meeting on Jul 10 [Deal notes.md]
• Emphasize differentiators vs. Notion (competitor evaluation underway) [Deal notes.md]

AtlasHR — Negotiation · $180k/yr · 70%

• Obtain manager approval for 12% discount (annual prepay) by Jul 8 [Deal notes.md]
• Finalize contract (legal review in progress) — target close this month [Deal notes.md]

CoreWorks — Closed Won · $110k/yr · 100%

• Complete onboarding handoff to CS team [Deal notes.md]
• Schedule upsell check-in in 3 months [Deal notes.md]

MegaMart — Closed Lost · $370k/yr

• Re-approach in ~6 months (they pivoted to an in-house build) [Deal notes.md]
• Log lesson learned: enterprise accounts carry in-house-build and security risk [Deal notes.md]

[Deal notes.md]