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Acme Freight

Updated after the renewal call, today

What changed on the last call

  • Dana needs SSO before the EU team joins.
  • Acme Freight starts with a 40-seat pilot, as Sam agreed.

In the way

  • Nobody owns the security review yet.Who's doing this?

Handoff

  • Priya in customer success takes the account on Monday.Every open promise goes with it.

Open promises

  • You owe Dana the SSO rollout timeline.You, due Wednesday
  • Dana owes you the EU seat list for the expansion.Dana, due Friday
Waiting for your approvalEmail Dana: “SSO rollout timeline”

Built for the deals that are hard to keep straight.

Here is where a promise breaks, and where brAIn catches it.

  • The promise nobody chased.

    Dana said she would send the EU seat list, and nobody on your side asked again. brAIn kept it with what customers owe you and raised it before Friday.

  • The objection the SE never heard.

    Halcyon's IT lead asked for EU data residency on the discovery call. The handoff carried it with that call, so Sam came to the demo with the answer.

  • The account that left with the rep.

    Everything about Acme Freight lived in one rep's head. The account's page kept every call and promise, so Priya picked it up without starting over.

  • The follow-up that waited for you.

    brAIn drafted it in your voice right after the call. It waited for your approval between meetings and still went out the same day.

  • The date that never reached the CRM.

    The buyer said their budget freezes June 30, and the date stayed on the call. brAIn proposed it for your CRM, and one tap put it in the record.

  • The answer a new hire could trust.

    Maya was new and needed to know why the account starts small. brAIn answered from the renewal call and named it, so she could say it to the customer.

Watch one call become work.

brAIn

    Weekly roadmap sync

      1 of 3

      What you owe, what you're owed.

      A promise is anything someone on a call says they will send, check or do.

      Your side owes

      • Send Dana at Acme Freight the SSO rollout timeline.

        You, due Wednesday, from the renewal call

      • Send Lena at Halcyon the pilot success criteria.

        Sam, due Thursday, from the discovery call

      Customers owe you

      • Dana shares the EU seat list for the expansion.

        Dana, due Friday, from the renewal call

      • Lena sends the signed security questionnaire.

        Lena, no date

      Each person's page counts the promises kept on both sides: you 4 of 5, Dana 2 of 3.

      Your team sells. brAIn keeps the account.

      Everyone gets their own brAIn, from the first call to the renewal.

      SDRThe first call with Dana

      Handoff to the AE

      Jordan's brAIn, after the discovery call with Dana

      What Dana said

      • Budget is set for Q3.
      • EU data residency is a must.
      • The CFO signs.

      Goes to the AE with the account

      • Dana wants a pilot before the EU team joins.From: discovery call
      • Book the pilot call with Dana and the AE.You, due Monday

      Account executiveThe pilot is agreed

      Follow-up to Dana

      Your brAIn, the same day as the pilot call

      From the discovery call, with Jordan

      Budget is set for Q3. EU data residency is a must. The CFO signs.

      Dana wants a pilot before the EU team joins.

      Subject: Pilot success criteria

      Hi Dana, thanks for today. We start with a 40-seat pilot, with your data kept in the EU. I'll send the success criteria by Wednesday, so your CFO has them before Q3.

      Waiting for your approvalEmail Dana: “Pilot success criteria”

      Solutions engineerBefore the security review

      Acme Freight

      Sam's brAIn, before the security review

      From the discovery and pilot calls, with Jordan and the AE

      EU data residency is a must.

      The pilot is 40 seats, with data kept in the EU.

      Changed since the last call

      • Dana now needs SSO before the EU team joins.

      Security review

      • You own the security review with Dana's IT team.Confirmed on the pilot call

      Customer successPrep for the renewal

      Prep for the Acme Freight renewal

      Priya's brAIn, from every call since the first

      Promises from earlier calls

      • The AE sent Dana the pilot success criteria.Kept, on Wednesday
      • Sam finished the security review.Kept
      • Dana owes you the EU seat list.Open, due Friday

      Where it stands

      • The 40-seat pilot runs on SSO, with data kept in the EU.

      What to ask

      • When does the EU team join?
      • Does the CFO sign the renewal too?

      Nothing goes out without your approval.

      • Nothing reaches another person without you.
      • Every answer names its source.
      • Your company's space is sealed.

      How it's enforced

      Follow-up to Dana

      Drafted after the renewal call

      Waiting for your approvalEmail Dana: “SSO rollout timeline”

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