#deal-meridian
MC
JP
EW
5
Meridian deal β€” $72K Β· Evaluation Salesforce opp Meridian account
Monday, April 27th
Alfred 9:14 AM

Heads up on Meridian β€” this one needs attention this week.

The economic buyer hasn't been in a conversation since discovery, and we've been in evaluation for two weeks. That's the pattern that usually means it's quietly drifting.

Recommend re-engaging the EB. I've got an approach drafted if you want it.

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MC
Marcus Chen 9:21 AM

what do we actually know about their budget process?

JP
3 replies Last reply 9:38 AM today View thread
Alfred 9:42 AM

Closing the loop on the budget question β€” Jordan's note from APAC was the missing piece.

βœ… Captured on the account: CFO sign-off required above $50K

Connecting the dots:

  • Meridian is scoped at $72K β†’ CFO approval required
  • The CFO hasn't appeared in a single conversation so far

⚠️ New MEDDIC risk: no access to economic buyer above signing threshold

Suggested play: get the champion to introduce the CFO before the steering committee on Apr 15. Draft you can send Sarah:

Hey Sarah β€” as we get closer to the steering committee, I want to make sure the right people are aligned on the proposal. Given the scope, would it make sense to bring [CFO] into a short conversation before the 15th? Happy to keep it tight β€” 20 minutes to walk through the business case and answer anything from her side.

Also: same threshold likely matters on Northwind ($85K). Posted a short note in #deal-northwind.

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MC
Marcus Chen 9:46 AM

nice. sending it to Sarah now.

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