Sales Tasks & Follow-ups

SLA action items, prospect follow-ups, and commercial deliverables tracking.

7 Pending1 Completed

Execute Vanguard Health kickoff onboarding packHigh

Deliver Jira access credentials, security questionnaire sign-off, and weekly standup calendar invite.

Due: 2026-10-13Account: Vanguard Health AnalyticsLead: Dr. Alistair ChenOwner: David

Follow up with Liam Macintyre regarding discovery demoMedium

Confirm video call availability for Thursday 11 AM AEST for Luminary Media team.

Due: 2026-10-14Account: Luminary Media StudioLead: Liam MacintyreOwner: Alex

Review MSA contract clauses with legal for Nexus FlowHigh

Confirm indemnification limit and annual subscription payment schedule with legal counsel.

Due: 2026-10-15Account: Nexus Flow SystemsLead: Rachel SterlingOwner: Alex

Initial qualification call with Nathaniel DrakeLow

Assess seat requirements, current CRM migration friction, and budget expectations.

Due: 2026-10-15Lead: Nathaniel DrakeOwner: Marcus

Send technical architecture deck to Aura LogisticsHigh

Provide API endpoint specification, latency guarantees, and webhook payload samples.

Due: 2026-10-16Account: Aura Logistics GroupLead: Hendrik Van Der MeerOwner: Priya

Send follow-up materials after Berlin Summit to Julian ThorneMedium

Share recorded pipeline forecasting webinar and European data residency compliance summary.

Due: 2026-10-16Lead: Julian ThorneOwner: Alex

Finalize Crestview Capital billing milestone scheduleMedium

Draft 30/40/30 payment milestones breakdown for Zurich finance controller.

Due: 2026-10-17Account: Crestview Capital AdvisoryLead: Beatrix ZimmermanOwner: Priya

Prepare tailored mobile sales rep demo for Solaria EnergyMedium

Configure custom field schema showing solar panel kW rating and financing terms.

Due: 2026-10-18Account: Solaria Clean EnergyLead: Camila NavarroOwner: David