Google Calendar

Walk into every customer meeting with the account’s latest numbers.

Dot reads your calendars and events. Changes need an admin’s go-ahead and your OK.

ThreadDot

Lisa Park9:41 AM

Brief me on next week’s customer meetings: each account’s ARR, renewal date, usage and open tickets.

1 reply

DotAPP9:42 AM

10 steps · 55s · Access Online

6 meetings briefed. Initech is the risk, with 5 open tickets.

Sources: Google Calendar, accounts and usage_weekly.

Here is the data.

MeetingRenewsUsage
Initech, Thuin 30 days−18%
Globex, Monin 7 months+6%
Umbrella, Tuein 4 months+1%

ThreadDot

Lisa Park9:41 AM

Which of my renewals in the next 90 days have no meeting on my calendar?

1 reply

DotAPP9:42 AM

10 steps · 52s · Access Online

7 of your 23 renewals have no meeting, $640K in ARR. Hooli renews first, in 12 days.

Sources: Google Calendar and renewals.

Here is the data.

AccountRenews inARR
Hooli12 days$140K
Vandelay26 days$118K
Pied Piper41 days$96K

ThreadDot

Lisa Park9:41 AM

Add this week’s pipeline by stage and slipped deals to my Monday forecast call’s agenda.

1 reply

DotAPP9:42 AM

9 steps · 54s · Access Online

Agenda drafted.

Sources: Google Calendar and opportunities.

Monday forecast call

Pipeline by stage: Commit $610K, Proposal $820K. Slipped this week: Orbit, Juniper.

Waits for your OK

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