9:41
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TODAY
Hey — looks like your 2pm with Acme didn't get recorded. No transcript came through. 2:34 PM
Want to do a quick debrief so we don't lose the details? A voice note works fine — just dump what you remember and I'll structure it. 2:34 PM
MC
0:18 / 1:43 2:41 PM

✅ Got it. Here's what I pulled together:

Call summary — Acme, 2pm

• Walked David through ROI projections for Q3 rollout
• Pricing pushback on the per-seat model — they want a flat platform fee
• David's comfortable, but flagged that procurement will want a security review
• New name in the room: Dana Whitfield, VP Operations — sat in for the second half

Follow-ups

• Send the security questionnaire response to David by Wed
• Draft a flat-fee pricing scenario for next meeting

🆕 New stakeholder: Dana wasn't in the account plan. Not on any of your past calls.

Adding her to the Acme account now and pulling background. Be back in a few minutes.

2:43 PM
perfect, thanks. yeah Dana surprised me — David didn't mention her in advance. 2:44 PM

Done — Dana's added to the Acme account. Quick profile:

👤 Dana Whitfield

• Role: VP Operations, Acme
• Tenure: ~4 years at Acme (joined from Stripe in 2022)
• Source: You mentioned her on today's 2pm call

Detail that matters right now:
Dana led Acme's vendor consolidation initiative in 2025 — internal goal was cutting SaaS spend by 25%, ended at ~30%. She'll likely have strong opinions on adding any new tool.

Suggested next step: loop her in before procurement does. Want me to draft a positioning angle for her?

2:51 PM