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Activities

Everything the team logged: emails, calls, meetings, notes, quotes and deal changes. Newest first.

Today · Tuesday, October 20

2

  1. Rob Keller replied: asks for Net 45 and onboarding billed at go-live

    Dana OkaforEmailHalcyon Freight — Fleet analytics rollout

  2. Completed “Prep redline summary for Halcyon call”

    Dana OkaforTaskHalcyon Freight — Fleet analytics rollout

Yesterday · Monday, October 19

6

  1. Created Harborline Telecom — Network KPI platform ($240,000)

    Marcus LindqvistDeal createdHarborline Telecom — Network KPI platform

  2. Closed won Harborline Telecom — Network pilot ($46,000)

    Marcus LindqvistClosed wonHarborline Telecom — Network pilot

  3. Tess Whitaker viewed quote Q-2043

    Dana OkaforQuoteQuarry Labs — Expansion to three teams

  4. Met Amara Lewis: claims workshop with 6 adjusters, pilot scope agreed

    Dana OkaforMeetingPinecrest Insurance — Claims analytics

  5. Drafted quote Q-2042 for Pinecrest Insurance ($124,000)

    Dana OkaforQuotePinecrest Insurance — Claims analytics

  6. Moved Arbor & Finch — Matter analytics to Negotiation

    Priya RamanStage changeArbor & Finch — Matter analytics

Friday, October 16

3

  1. Called Hannah Brooks (24 min): rollout to 85 stores in two waves

    Tomás HerreraCallBellwether Retail — Store ops rollout

  2. Created Quarry Labs — Expansion to three teams ($42,000)

    Dana OkaforDeal createdQuarry Labs — Expansion to three teams

  3. Closed won Quarry Labs — Core platform ($32,000)

    Dana OkaforClosed wonQuarry Labs — Core platform

Thursday, October 15

2

  1. Closed won Yarrow Education — Institutional research ($21,000)

    Hana KobayashiClosed wonYarrow Education — Institutional research

  2. Note on Saltmarsh Media: reporting rebuilt by hand every Monday; board wants conversion and churn

    Dana OkaforNoteSaltmarsh Media — Audience analytics

Wednesday, October 14

1

  1. Closed won Ferrowick Logistics — Routes module ($128,000)

    Marcus LindqvistClosed wonFerrowick Logistics — Routes module

Monday, October 12

2

  1. Closed lost Pinecrest Insurance — Underwriting dashboards: timing

    Dana OkaforClosed lostPinecrest Insurance — Underwriting dashboards

  2. Sent quote Q-2041 to Inés Álvarez ($148,000)

    Dana OkaforQuoteHalcyon Freight — Fleet analytics rollout

Friday, October 9

1

  1. Closed won Bellwether Retail — Six-store pilot ($38,000)

    Tomás HerreraClosed wonBellwether Retail — Six-store pilot

Thursday, October 8

1

  1. Closed won Ferrous & Vale — Plant analytics ($64,000)

    Dana OkaforClosed wonFerrous & Vale — Plant analytics