Maya — I tightened the assessment scope around the two priorities you raised Tuesday. I can walk you through the changes in 15 minutes tomorrow, or send the marked-up version first if that’s easier.
Pilot workspaceNorthline Technology
Monday, August 3
Good morning, Alex.
5 conversations need a decision. The highest revenue risk is first.
0/5
Morning clearTarget: under 3 min
2 conversations are beyond the follow-up SLAResolving these first protects the most exposed revenue.
PrioritySorted by revenue risk5 remaining
MC
Maya Chenat Northstar Health
Security assessment scopeNeeds attention2× past SLA
Referred by Jordan LeeAsked for a revised scope after Tuesday’s call
Prepared draftStored in Gmail
EB
Elliot Brooksat Hartwell Logistics
Q4 cloud migrationNeeds attention2× past SLA
Introduced by Priya ShahRequested availability and a rough implementation window
94% matchPrepared draftStored in Gmail
Elliot — thanks for the introduction, Priya. We have room to begin discovery in late September. Based on what you shared, I’d suggest a short architecture session before we estimate the migration window.
SR
Sofia Ramirezat Luma Works
Data platform proposalDue nowSLA reached
Active HubSpot dealProposal shared Monday; procurement timeline is unconfirmed
Prepared draftStored in Gmail
Sofia — one useful detail for procurement: we can separate the discovery phase from implementation so your team can validate the architecture before the larger commitment. Would that structure help with internal review?
TM
Theo Martinat Ridge Financial
SOC 2 readiness supportDue nowSLA reached
Active HubSpot dealNo touch recorded after the technical fit call
Prepared draftStored in Gmail
Theo — I mapped the readiness work into a 30-day first phase focused on the controls your team can own without outside support. I’d like to confirm two assumptions before I send the outline.
AO
Amara Okaforat Kindred Labs
Fractional IT leadershipWatchAct only if useful
Active HubSpot dealEarly proposal watch point; only act with new information
No draft yet. Relay is waiting until a follow-up can add substantive value.