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Your agent watches your calls, meetings and KPIs, then pushes work here before you have to ask.

Today

Meeting recap NewAug 3 · 9:12 AM

Recap: Summit Healthcare — first meeting with Michael Torres

Michael is replacing two contract data engineers by end of quarter. Budget is approved but capped at $78/hr, procurement adds roughly ten days, and he is talking to two other vendors on Friday. He reacted to your market comp data and asked for a shortlist before that Friday conversation. No exclusivity discussed.

Drafted follow-up email

Hi Michael,

Thanks for the time this morning. To recap: two contract data engineers, live by end of quarter, capped at $78/hr, with roughly ten days of procurement on top.

I'll have three profiles with current comp benchmarks to you by Thursday so you have them before Friday.

One thing I should have asked: who else signs off alongside you, and are you running this exclusively or side by side with other vendors? It changes how aggressively I go to market.

Best,
Alex

Cadence step 4 — post-meeting shortlist + exclusivity askFrom the Summit Healthcare account plan onboarding doc.Next step
Qualifying a Job Order — 7 elements one-pagerSharePoint › Enablement › Job OrdersEnablement
Practice: Taking a Job OrderDrills the exclusivity and decision-maker questions you skipped.Role play

Data Engineering Comp Benchmarks.pdfPDF · 2 pages · SharePoint

Start role play

Meeting prep brief NewAug 3 · 6:45 AM

Prep brief: Vertex Technologies, 11:00 AM

You have one meeting on the calendar today. Vertex is an existing account in your plan — here's where you left it and what to raise.

Vertex Technologies — Jennifer Kim, VP Engineering

Existing client · Today, 11:00–11:30 AM

Summary of last call

Jul 22: Jennifer confirmed two backfills for Q4 but said hiring was frozen until the Series C closed. She asked for contractor ramp data and said to circle back in August.

Open follow-ups

Contractor ramp one-pager — sent Jul 23, no reply
Intro to their data platform lead — promised by Jennifer, never landed

To do in this meeting

Confirm the Series C closed and whether the freeze lifted
Get the two Q4 backfills into the account plan with target start dates
Ask for the data platform lead intro again, by name

Questions to raise

“Now that funding closed, what changes about your Q4 headcount plan?”
“Which of the two backfills hurts most if it slips a month?”
“Who else besides you signs off on contract spend at this size?”

Yesterday

Weekly development summaryAug 2 · 5:40 PM

Week 2 development summary

Your journal, role play feedback, 1:1 recap and live KPI numbers, in one read. This same card went to Dana with a space for her weekly focus note.

KPIs this week

Managers added in CRM (account plans)Expected 5–8 / week6
Overall meetingsExpected 4–5 / week3
Meetings within account plansExpected 2–3 / week1
Job orders (A & B graded)Expected 2 / week2 (1A, 1B)
Deals / startsExpected 1 / month1

You're converting activity into conversations. You're not yet converting conversations into commitments.

Strengths

Call openings scored 4/5 twice in a row — the rewritten pitch is landing.
Dial discipline is the strongest on the team for your week (58 of 60).

Gaps

Discovery stops at layer one. Both mentor scorecards flagged the same thing.
You accept 'send me an email' as an outcome. 7 of 11 conversations ended there.

Agent's read

Journal, role play scores and your 1:1 recap all point at the same root cause: you fill silence. That single habit is upstream of both the discovery and the meeting-set gaps. Fix it in one place and three KPIs move.

Next week: One drill: after every question in a live call, count to three before you speak again.

Next steps & suggested actions

Two role plays this week: The Intro Call and Taking a Job Order
Shadow one of Priya's client meetings before Friday
Add 4 managers to named account plans to lift in-plan meetings

Manager note — weekly focus

Agreed on the silence habit — that's the only thing I want you working on this week. Ignore the meetings number for now, it follows. Bring me one recording where you held the pause.