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Q3 pipeline sync
Today 4 people Tagged
Account alignment
Narrow Q3 focus to mid-market finance and ops buyers
SMB deprioritised for the quarter
Paid campaigns paused until the ICP doc is signed off
Deal stalls
Two deals stalling at the business-case stage
Marketing to build a case template by Thursday
Support to share proof points from recent onboardings
Next steps
Update the ICP doc, pause paid, brief the team Monday
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Fernway renewal
Today2 people
Your brief
Ana Ferris (VP at Fernway) pushed back on pricing overnight and brought a counter-proposal to today's call.
Her morning email reads as team-driven, not executive-level.
Q3 implementation is a hard constraint on Fernway's side, flagged in the last two syncs.
EU data residency is still open from the procurement intro.

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Fernway renewal
Today2 people

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Fernway renewal
Today2 people
Roadmap check-in
Walked through priorities for the quarter
Two initiatives pulled forward from Q4
One project parked pending more research
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Team stand-up
Today6 people
Write notes…
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SharpenedTuesday6
Automation discoverability
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11:02
Coffee catch-up with Jonah
Today 10:30Jonah
Advice he's been given
Wants to move into a leadership role with more reach
Two routes: promotion to design lead, or a smaller team
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Team stand-up10:00 – 10:30
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