| Row number | Note | Customer | Linked to | Content | Written by | Updated |
|---|---|---|---|---|---|---|
| 1 | Onboarding kickoff · notes | NexGen Solutions | Onboarding kickoff | NexGen Solutions confirmed their priorities for the next quarter. The team agreed to follow up with a revised proposal and to loop in finance before the renewal date. Action items Send the updated proposal to NexGen Solutions Book a follow-up for next week Share the call notes with the account team | Clara | Today |
| 2 | Product demo · notes | Bosphorus Systems | Product demo | Bosphorus Systems confirmed their priorities for the next quarter. The team agreed to follow up with a revised proposal and to loop in finance before the renewal date. Action items Send the updated proposal to Bosphorus Systems Book a follow-up for next week Share the call notes with the account team | Rune | Yesterday |
| 3 | Reference customer | Aegean Technologies | Quarterly check-in | Great reference customer – John offered to speak with prospects. | John Harry | October 24, 2026 |
| 4 | Discovery call · notes | Dynamo Systems | Discovery call | Dynamo Systems confirmed their priorities for the next quarter. The team agreed to follow up with a revised proposal and to loop in finance before the renewal date. Action items Send the updated proposal to Dynamo Systems Book a follow-up for next week Share the call notes with the account team | Rune | October 22, 2026 |
| 5 | Kickoff retro · notes | NexGen Solutions | Kickoff retro | NexGen Solutions confirmed their priorities for the next quarter. The team agreed to follow up with a revised proposal and to loop in finance before the renewal date. Action items Send the updated proposal to NexGen Solutions Book a follow-up for next week Share the call notes with the account team | Clara | October 21, 2026 |
| 6 | How they like to work | ByteWave Technologies | Quarterly check-in | John prefers short emails and a call for anything about pricing. | Jane Moore | October 21, 2026 |
| 7 | How they like to work | Celestial Technologies | Quarterly check-in | Lily prefers short emails and a call for anything about pricing. | Veronica Han | October 15, 2026 |
| 8 | Competitive evaluation | InnovaTech Corp | Quarterly check-in | InnovaTech Corp is evaluating a competitor for reporting; keep the dashboard roadmap handy. | John Harry | October 15, 2026 |
| 9 | Health check · notes | Vistula Software | Health check | Vistula Software confirmed their priorities for the next quarter. The team agreed to follow up with a revised proposal and to loop in finance before the renewal date. Action items Send the updated proposal to Vistula Software Book a follow-up for next week Share the call notes with the account team | Clara | October 15, 2026 |
| 10 | How they like to work | Elevate Digital | Quarterly check-in | Lily prefers short emails and a call for anything about pricing. | John Harry | October 9, 2026 |
| 11 | Budget timing | Atomium Software | Quarterly check-in | Budget planning for next year starts in December – raise the expansion before then. | John Harry | October 6, 2026 |
| 12 | Competitive evaluation | Harbor Logistics | Quarterly check-in | Harbor Logistics is evaluating a competitor for reporting; keep the dashboard roadmap handy. | Lily Sinh Katty | October 6, 2026 |
| 13 | How they like to work | Atlas Commerce | Quarterly check-in | Veronica prefers short emails and a call for anything about pricing. | Veronica Han | October 5, 2026 |
| 14 | How they like to work | Heritage Manufacturing | Quarterly check-in | Veronica prefers short emails and a call for anything about pricing. | Jane Moore | October 4, 2026 |
| 15 | Reference customer | Summit Software Systems | Quarterly check-in | Great reference customer – John offered to speak with prospects. | Veronica Han | October 3, 2026 |
| 16 | Competitive evaluation | Global Dynamics Corp | CT-1001 · Scale plan subscription | Global Dynamics Corp is evaluating a competitor for reporting; keep the dashboard roadmap handy. | Jane Moore | October 2, 2026 |
| 17 | New finance contact | Archipelago Labs | Invoice INV-00150 | Finance contact changed this quarter; invoices should go to the new AP inbox. | Veronica Han | September 29, 2026 |
| 18 | How they like to work | Vertex Systems | Quarterly check-in | Lily prefers short emails and a call for anything about pricing. | Lily Sinh Katty | September 28, 2026 |
| 19 | Budget timing | Global Dynamics Corp | Quarterly check-in | Budget planning for next year starts in December – raise the expansion before then. | Jane Moore | September 24, 2026 |
| 20 | Budget timing | Aurora Networks | Premium support add-on – ready to sign | Budget planning for next year starts in December – raise the expansion before then. | Jane Moore | September 22, 2026 |
| 21 | Competitive evaluation | NexGen Solutions | Quarterly check-in | NexGen Solutions is evaluating a competitor for reporting; keep the dashboard roadmap handy. | Lily Sinh Katty | September 20, 2026 |
| 22 | New finance contact | Formosa Semiconductors | Quarterly check-in | Finance contact changed this quarter; invoices should go to the new AP inbox. | Jane Moore | September 20, 2026 |
| 23 | New finance contact | Alpine Secure | Quarterly check-in | Finance contact changed this quarter; invoices should go to the new AP inbox. | Veronica Han | September 19, 2026 |
| 24 | Budget timing | Vltava Interactive | Quarterly check-in | Budget planning for next year starts in December – raise the expansion before then. | Lily Sinh Katty | September 19, 2026 |
| 25 | New finance contact | Emerald Health Tech | Quarterly check-in | Finance contact changed this quarter; invoices should go to the new AP inbox. | Jane Moore | September 19, 2026 |
| 26 | New finance contact | Pinnacle Software | Quarterly check-in | Finance contact changed this quarter; invoices should go to the new AP inbox. | Veronica Han | September 15, 2026 |
| 27 | Competitive evaluation | Kiwi Data Works | Quarterly check-in | Kiwi Data Works is evaluating a competitor for reporting; keep the dashboard roadmap handy. | John Harry | September 15, 2026 |