Acme Corp — monthly refresh proposal
May 2026 · 7 changes detected · proposal expires 14 Jun if not actioned
Generated
1 May 2026 · 03:02 local
Snapshot saved
Acme Corp — 2026-05 (immutable)
Last AE edit
3 days ago (your notes section)
Status
Pending review
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Your previous version is fully snapshotted at 🗂 Revisions / 2026-05. Nothing is committed until you confirm. One-click rollback available anytime.
ADDED
3
REMOVED
1
MODIFIED
3
UNTOUCHED
11
History · what changed
- ADD CFO viewed pricing 3x last week · Salesforce engagement score 41 → 87
- ADD Series D closed — $120M led by Sequoia · Grok / X · 8 mentions in 48h
- MOD Champion thread re-classified silent → active · Jordan replied 24 Apr
- REMOVE 2024 RFP outreach entry · stale, superseded
- KEPT Q1 2026 discovery call notes (your annotations preserved)
12-month roadmap · what changed
Q2 · current
- • POC scope discussion (kept)
- • MOD Mutual action plan · draft → co-signed
- • Security review · CISO (kept)
Q3
- • ADD POC kickoff · 2-week sprint
- • Procurement engagement (kept)
- • Exec sponsor alignment (kept)
Q4
- • MOD Target close ·
$800k→ $1.2M - • Implementation kickoff (kept)
Q1 2027
• Warm intro to CTOREMOVE · champion changed job- • Expansion conversation (kept)
Notes section Managed by · ae
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