Meridian QBR prep
I need to prep a QBR deck for Meridian — review is Thursday. Use what we have on the account and pull the pipeline numbers from the CRM.
Thought process

Two pulls in parallel: the Meridian deal context from Alfred and pipeline + revenue from Salesforce. I'll structure the deck around what leadership cares about — progress vs plan, stakeholder coverage, risks, asks.

Used Alfred plugin

Got the snapshot. Deal sits at $72K, two weeks in evaluation, EB engagement at one meeting since discovery, champion (David) active. Two competitor mentions in the last three calls — Outcome.io. Three open risks logged on the account.

Used Salesforce connector

Pipeline coverage for Q3 is 3.2× quota. Expected close on Meridian is mid-May per Salesforce dates — that's two weeks past the original target.

Built artifact

Seven-slide deck. The flow: account health → progress vs plan → stakeholders → risks → competitive → pipeline → asks. Open it on the right to scan.

Meridian QBR · Apr 30
Deck · 7 slides
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One thing to flag: Outcome.io has come up twice and we haven't addressed it. I called it out on slide 5 with a recommendation. Worth a comparison one-pager before Thursday.

good. couple tweaks: switch the recommendation on slide 4 from "schedule a CFO walkthrough" to "get our CRO to make a warm intro this week" — that's the easier path. and add a slide about the custom Workday integration David asked about on the Mar 22 call.

Both updated. Slide 4 recommendation now reads "CRO makes warm intro to CFO this week". Custom integration is now slide 7 (Asks pushes to slide 8). Pulled the integration ask from the Mar 22 call: connecting Acme's Workday HRIS for headcount syncing — eng feasibility note attached.

Meridian QBR · Apr 30
Deck · 8 slides · updated 2 min ago
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