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  • Acme Corp moved to Evaluation overnight, the champion is now Priya Raman, not Dan Whitfield.
  • Three calls today. Globex is your only one without a confirmed economic buyer.
  • Northwind Trading has gone quiet for 11 days. Last reply came from procurement, not the sponsor.
  • Initech signed the order form at 21:40 last night. $84K, closed won.
Tuesday, 12 August

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Team
Meetings › Marcus / Curvo
Aug 13, 2026 - 8:30 PM
Owners LR Participants MF
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Summary MEDDPICC Notes To-dos AI
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Summary

AI generated

Marcus is buying the Revenue Intelligence module for a single-seat pilot. The team reviewed meeting recording, automatic CRM sync and deal querying, and clarified that Curvo ships modular tiers rather than a low-to-high quality scale.

Leo Rogers outlined post-pilot commercials and offered a 14-day complimentary pilot so nothing is committed before testing.

Salesforce integration is owned by a central team in Germany. Tim, the admin, is on annual leave, so the SLA, data-handling docs and draft pilot agreement go to Marcus for GB legal. Kickoff lands in September.

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MEDDPICC

84%Good
View details ›
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MEDDPICC 84% Well qualified
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A

Acme Corp

Acme Corp · Revenue Intelligence

acme.com

Amount

$420,000

Close date

Sep 30, 2026

Deal Stage

Evaluation

Last activity

18 hours ago

Deal summary

Generated 18 hours agoRegenerate

Four calls across nine weeks. The deal moved from Discovery to Evaluation after Priya Raman took ownership from the regional teams, and the technical evaluation is now the critical path.

What is working: quantified pain (61% forecast accuracy), a named economic buyer, and a pilot scoped to EMEA with a September start.

What is missing: nobody has walked the paper process. Security review was mentioned twice but never scheduled, and the incumbent tool has not been named on any call.

Book the security reviewSend the pilot success criteria

Deal Qualification Health (MEDDPICC)

Up to date
42 sourcesReview scoring questions

Qualification scores reflect evidence against the configured questions. Open a component to review its questions, weights, and supporting evidence.

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Last analysed 11 Aug 2026, 14:52

Activity

Last 3 touches: 2 outbound, 1 inbound
AllFrom themFrom usInternal

Discovery call: Marcus / Curvo

From us

Pilot scope agreed for EMEA. The security review is still unscheduled.

13 Aug 2026 · 08:30 PM

Re: Pilot success criteria

From them

Priya asked how the pilot will be measured before she takes it to Dan.

12 Aug 2026 · 10:14 AM

Pilot proposal and pricing

From us

Sent the two-tier pilot proposal to Priya and Dan.

11 Aug 2026 · 04:02 PM

Deal review note

Internal

Security review is the critical path. Chase Owen for a date this week.

10 Aug 2026 · 09:40 AM

Meetings

View meetings

Upcoming

Security review with Owen

20 Aug · 3:00 PM · 45 min

DAOH
Upcoming

Past

Marcus / Curvo

13 Aug 2026 · 34 min

DAMFLR
MEDDPICC 6/8+3

Acme pilot scoping

6 Aug 2026 · 41 min

DAPR
MEDDPICC 5/8+2

Acme intro and discovery

22 Jul 2026 · 28 min

DAPRDW
MEDDPICC 3/8+4

Deal health

Recalculate

↑ 12.7%

From 79 to 89 · Last 13 days

89 / 100

Current score

0100
Jul 313:10 PMAug 133:40 PM

Activity date · UTC

Hover or select a marker to see what triggered the calculation.

Evidence-based health · v2.0On track

Confidence 82% · data quality high

Engagement

91 · +32

Qualification

86 · +26

Momentum

90 · +27

Task modifier

80 · +4

What’s driving deal health

Edit context
  • Two calls in the last week with the economic buyer present, and replies arriving within a day.
  • MEDDPICC evidence is strong on pain, metrics and decision process.
  • The security review has come up on two calls but still has no date.
  • The paper process has not been walked with procurement yet.
Add a reason or offline update

Last calculated Aug 13, 3:40 PM UTC

HubSpot
Connected

Deal owner

David Ardission

Pipeline

Sales Pipeline · Evaluation

Deal value

$420,000

Close date

Sep 30, 2026

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Scorecard Transcript14
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Overall score

First discovery with a VP of Operations· 6 min

74/100Competent

Composite score across every available v3 dimension.

Discovery call scoring pipeline · rubric-v3.2

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First discovery with a VP of Operations

Marianne · VP Operations · Friendly

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Join to meet your buyer. Marianne
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Buyer

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0:110:41
"Honestly, the number is not the problem. The problem is I cannot tell my CRO which deals are real."
Pricing pushback Identify pain Objection

Leo Rogers reframes the price objection as a forecasting problem

Forty-one seconds from the Acme Corp evaluation call. Leo Rogers moves off list price and names the real cost: two quarters of slipped forecast. This is the clip to send anyone who thinks Acme is a discount conversation.

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Speaker

LR

Leo Rogers

VP RevOps, Acme Corp

From

Acme Corp · Discovery call

11 Aug 2026 · 34:58
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