H Helix Robotics Inc Cold · 34
Update CustomerPriority__c
Galileo · 7d
V Vertex Insights LLC Warm · 62
Competitive defense pack — Vertex Insights
Galileo · 7d
A Anchor & Reed Holdings Hot · 88
flag data gap
Galileo · 7d
C Crestmont Health Group Cold · 34
chatter post
Renewal Outreach · 7d
N Nimbus Logistics Co Warm · 62
Update SLA__c
Galileo · 7d
V Vertex Insights LLC Warm · 62
add save plan
Galileo · 7d
V Vertex Insights LLC Cold · 34
Exec briefing prep — Vertex Insights LLC health recovery
Galileo · 7d
V Vertex Insights LLC Warm · 62
Quick check-in — Vertex Insights LLC
Renewal Outreach · 7d
V Vertex Insights LLC Warm · 62
change health band
Galileo · 7d
N Nimbus Logistics Co Warm · 62
Quick check-in — Nimbus Logistics Co
Renewal Outreach · 7d
N Nimbus Logistics Co Warm · 62
add save plan
Galileo · 7d
N Nimbus Logistics Co Warm · 62
change health band
Galileo · 7d
N Nimbus Logistics Co Cold · 34
Exec briefing prep — Nimbus Logistics Co health recovery
Galileo · 7d
C Crestmont Health Group Warm · 62
Quick check-in — Crestmont Health Group
Renewal Outreach · 7d
C Crestmont Health Group Warm · 62
change health band
Galileo · 7d
C Crestmont Health Group Warm · 62
add save plan
Galileo · 7d
C Crestmont Health Group Cold · 34
Exec briefing prep — Crestmont Health Group health recovery
Galileo · 7d
A Anchor & Reed Holdings Warm · 62
change health band
Galileo · 7d
A Anchor & Reed Holdings Cold · 34
Exec briefing prep — Anchor & Reed Holdings health recovery
Galileo · 7d
A Anchor & Reed Holdings Warm · 62
add save plan
Galileo · 7d
A Anchor & Reed Holdings Warm · 62
Quick check-in — Anchor & Reed Holdings
Renewal Outreach · 7d
H Helix Robotics Inc Warm · 62
change health band
Galileo · 7d
H Helix Robotics Inc Warm · 62
Quick check-in — Helix Robotics Inc
Renewal Outreach · 7d
H Helix Robotics Inc Warm · 62
add save plan
Galileo · 7d
H Helix Robotics Inc Cold · 34
Exec briefing prep — Helix Robotics Inc health recovery
Galileo · 7d
R Riverside Logistics Cold · 34
Update Meeting_Cadence__c
Galileo · 7d
R Riverside Logistics Warm · 62
Riverside weekly touchpoint with Tomas — Q2 usage walkthrough
Galileo · 7d
0 006gK00000IxrUfQAJ Warm · 62
Save plan progress + this week's touchpoint
Galileo · 7d
N Northstar Print Cold · 34
Update CSM_Forecast__c
Galileo · 7d
N Northstar Print Cold · 34
Schedule Northstar expansion / FY27 planning conversation with Kara
Galileo · 7d
0 006gK00000IxsrdQAB Warm · 62
Northstar's growth — let's talk about FY27
Galileo · 7d
G GenePoint Hot · 88
flag data gap
Galileo · 7d
G GenePoint Hot · 88
Confirm GenePoint executive sponsor for FY26 renewal
Galileo · 7d
0 006gK00000IsWF4QAN Warm · 62
GenePoint FY26 renewal — kicking off the conversation
Galileo · 7d
E Edge Communications Cold · 34
Update Customer_Sentiment__c
Galileo · 7d
E Edge Communications Cold · 34
Pull Edge Communications Q2 usage report for renewal prep
Galileo · 7d
0 006gK00000IobjZQAR Warm · 62
Quick pre-renewal check-in — anything I should know?
Galileo · 7d
P Pyramid Construction Inc. Hot · 88
add save plan
Galileo · 7d
P Pyramid Construction Inc. Warm · 62
Update CSM_Forecast__c
Galileo · 7d
P Pyramid Construction Inc. Hot · 88
Schedule David Liu (new Pyramid CFO) intro call — coordinate via Priya
Galileo · 7d
L Lighthouse Marketing Warm · 62
add save plan
Galileo · 7d
L Lighthouse Marketing Warm · 62
change health band
Galileo · 7d
L Lighthouse Marketing Cold · 34
Update Customer_Sentiment__c
Galileo · 7d
B Brightline Health Warm · 62
add save plan
Galileo · 7d
B Brightline Health Cold · 34
Update Customer_Sentiment__c
Galileo · 7d
B Brightline Health Warm · 62
Send security/compliance one-pager to Brightline VP of Risk
Galileo · 7d
C Cobblestone Realty Warm · 62
change health band
Galileo · 7d
0 001gK0000178newQAA Cold · 34
flag data gap
Galileo · 7d
C Cobblestone Realty Hot · 88
First call with Jamie Reyes (new VP Ops) — relationship reset
Galileo · 7d
0 001gK0000178EfcQAE Warm · 62
Confirming Thursday + a quick prep note
Galileo · 7d
0 001gK0000177lYnQAI Warm · 62
Let's restart — proposing a fresh QBR
Galileo · 7d
0 001gK0000178v6EQAQ Warm · 62
Recap of today's QBR + the three open items
Galileo · 7d
0 001gK0000178newQAA Warm · 62
Welcome aboard — quick intro from your CS team
Galileo · 7d
0 001gK0000177oPNQAY Warm · 62
Quick check-in — anything you need from us?
Galileo · 7d
0 001gK0000140j3zQAA Warm · 62
Recap — renewal readiness + security summary for David Liu
Galileo · 7d
B Beacon Logistics Hot · 88
flag data gap
Galileo · 7d
C Cedar & Co Hot · 88
add save plan
Galileo · 7d
C Cobblestone Realty Warm · 62
change health band
Galileo · 7d
B Brightline Health Cold · 34
Update Customer_Sentiment__c
Galileo · 7d
A Avalon Auto Warm · 62
Schedule renewal-readiness call with Morgan Patel — 48d stale
Galileo · 7d
C Cedar & Co Warm · 62
Recap of today's QBR + the two open items
Controlled Executor · 8d
L Lighthouse Marketing Cold · 45
Prep renewal-readiness deck for Lighthouse — Thursday call
Controlled Executor · 8d
L Lighthouse Marketing Hot · 91
Checking in — last month before renewal
Controlled Executor · 10d
B Brightline Health Warm · 62
Update CSM_Save_Plan__c
Controlled Executor · 10d
C Cobblestone Realty Warm · 82
Update CSM_Save_Plan__c
Controlled Executor · 10d
R Riverside Logistics Cold · 34
Update CSM_Save_Plan__c
Controlled Executor · 10d
C Compass Foods Warm · 62
Assign CSM owner to Compass Foods (new-logo, 14d unassigned)
Controlled Executor · 10d
B Brightline Health Warm · 68
Re: prepping for our August check-in
Controlled Executor · 11d
S Spruce Education Cold · 88
Update Health_Band__c
Controlled Executor · 11d
C Cobblestone Realty Warm · 91
Recovery call: Cobblestone Realty (at-risk 0.82)
Controlled Executor · 11d
A Avalon Auto Cold · 34
Outreach: log a save plan for Avalon (47d silence)
Controlled Executor · 12d
N Northstar Print Cold · 79
Send Slack
Controlled Executor · 12d