Sales Co-Pilot (Lab) / πŸ“‡ Accounts / 🏒 Acme Corp
🏒

Acme Corp

Enterprise Β· platform infra category Β· Series D closed Apr 2026
Tier
Tier 1
Segment
Enterprise Β· Strategic
Engagement
Active Dialogue Β· day 28 in stage
Engagement score
94 Β· Hot
ARR potential
$1.2M
Owner
Loris
Risk flag
Stalled Β· MSA
Salesforce
πŸ†•
A monthly refresh proposal for May 2026 is waiting for your review Β· 7 changes detected.

Summary Managed by Β· agent

Acme Corp is an enterprise platform-infra company headquartered in San Francisco with ~1,400 employees. Just closed a $120M Series D led by Sequoia (Apr 28). CEO Jordan Morrison has publicly emphasized "doubling down on platform & data infrastructure" β€” directly adjacent to our category. Past 90 days show consistent engagement with our pricing and ROI pages.

Org chart Managed by Β· mixed

πŸ•ΈοΈ
[ Mermaid org-chart placeholder Β· CEO β†’ CTO β†’ VP Eng β†’ Engineering Manager (champion). CFO sits parallel to CTO. ]

Key contacts

NameRoleSenioritySentimentLast contacted
Jordan MorrisonCEOC-levelPositive14 Apr Β· email
Priya IyerCFO Β· Economic buyerC-levelNeutralβ€”
Dan RothVP Eng Β· ChampionVPPositiveYesterday
Lin WangEng ManagerManagerPositiveYesterday

History Managed by Β· mixed

DateTypeSummary
20 MayMeetingPOC scope review with Dan + Lin. Path to MSA agreed.
18 MayEmailSent MSA v3 to legal β€” no reply yet.
10 MayMeetingDiscovery deepening Β· CFO joined for 15 min Β· sentiment positive.
2 MayEmailChampion shared internal-use case doc.
14 AprMeetingInitial pitch to Jordan (CEO) β€” agreed to involve VP Eng.

12-month roadmap Managed by Β· mixed

Q2 Β· current
  • β€’ POC scope discussion
  • β€’ Sign MSA Β· co-sign mutual action plan
  • β€’ Security review with CISO
Q3
  • β€’ Procurement engagement
  • β€’ Exec sponsor alignment Β· CRO ↔ COO
  • β€’ POC kickoff (2-wk sprint)
Q4
  • β€’ Target close Β· $1.2M ARR
  • β€’ Implementation kickoff with CS
Q1 next FY
  • β€’ Expansion conversation
  • β€’ Quarterly business review

Open cases

CaseSystemSeverityStatusOwner
SSO config edge caseJiraSev 2In progressPlatform team
Pricing tier clarificationCRMSev 3Waiting on customerAE

Opportunities

OpportunityStageAmountProbabilityClose date
Platform ExpansionNegotiation$180k80%30 May

Notes Managed by Β· ae

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🎴 Linked decks for this account
πŸ”—
Salesforce record Β· LinkedIn company page Β· last call transcript Β· monthly refresh proposal β€” all linked in the page footer in the real Notion view.