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08:14
PauseSummarize
Sarah Chen0:12
Before we get to pricing — where did we land on the security review?
Marcus Reid0:19
Passed last Thursday. Their team had two questions about data residency, both answered.
Linda Park0:31
Good. Then the only open item is the seat count. They're asking for 40 up from 25.
Sarah Chen0:44
Forty works if we hold the current per-seat rate. I'd rather grow the account than win the negotiation.
Marcus Reid1:02
Agreed. I'll send the revised quote today and copy their procurement lead.
AI summary
Q3 Renewal — NorthwindToday · 42 min · 3 speakers
Security review passed, with data-residency questions resolved.0:19
Northwind is expanding from 25 to 40 seats at the current per-seat rate.0:31
Revised quote goes out today to procurement.1:02
ACTION ITEMS
Send revised 40-seat quote to procurementMarcus
Confirm data-residency answers in writingLinda
Update the renewal forecastSarah

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08:14
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Sarah Chen0:12
Before we get to pricing — where did we land on the security review?
Notes
Q3 Renewal
42 min
Design review
28 min

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Q3 Renewal — Northwind
Today · 42 min
Vendor security review
Yesterday · PDF
How to run a renewal
Monday · YouTube
Pricing ideas, on a walk
Monday · 9 min

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DRAFT EMAILNorthwind renewal — revised quoteHi Dana, following up on this morning's call. We're confirming 40 seats at your current per-seat rate, and the security review is closed. Revised quote attached.
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Sarah Chen0:12
Before we get to pricing — where did we land on the security review?
Marcus Reid0:19
Passed last Thursday. Their team had two questions about data residency, both answered.
Linda Park0:31
Good. Then the only open item is the seat count. They're asking for 40 up from 25.
Sarah Chen0:44
Forty works if we hold the current per-seat rate. I'd rather grow the account than win the negotiation.
Marcus Reid1:02
Agreed. I'll send the revised quote today and copy their procurement lead.
What did we commit to, and by when?
Two commitments. Marcus sends the revised 40-seat quote to procurement today, and Linda confirms the data-residency answers in writing. The seat expansion holds the current per-seat rate.
[1]Q3 Renewal — Northwind
[2]Northwind security review
Draft the follow-upWho owns whatCompare to last renewal
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Translated to EnglishShow original
Sarah Chen0:12
Before we get to pricing — where did we land on the security review?
Marcus Reid0:19
Passed last Thursday. Their team had two questions about data residency, both answered.
Linda Park0:31
Good. Then the only open item is the seat count. They're asking for 40 up from 25.

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Tomás R.
Tomás R.Sales Lead, Madrid

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Q3 Renewal — NorthwindToday · 42 min · 3 speakers
Security review passed, with data-residency questions resolved.0:19
Northwind is expanding from 25 to 40 seats at the current per-seat rate.0:31
Revised quote goes out today to procurement.1:02
ACTION ITEMS
Send revised 40-seat quote to procurementMarcus
Confirm data-residency answers in writingLinda
Update the renewal forecastSarah
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Thursday · May 28

Daily Digest

2 due today · 1 moved · 1 quiet

To do

3
From Q3 Renewal — Northwind
Due today

Send revised 40-seat quote to procurement

Due today

Confirm data-residency answers in writing

Update the renewal forecast

Waiting on

2

Priya owes the onboarding copy deck

Design review — onboarding v3

Legal has not returned the redlined MSA

Northwind security review

Threads that moved

2
Northwind renewal

Moved from 25 to 40 seats at the current per-seat rate, after the security review passed. Procurement is the last step.

Onboarding v3

Design review settled the empty-state copy; the deck is the only thing still outstanding.

Gone quiet

1
Acme pilotno reply in 9 days

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SC
Sarah ChenVP Revenue · NorthwindNo email
12 meetings
MR
Marcus ReidAccount Director · NorthwindNo email
9 meetings
LP
Linda ParkSecurity Lead · NorthwindNo email
4 meetings
PN
Priya NairProduct Designer · AcmeNo email
21 meetings

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MarkdownPDFWord
Link is on. Anyone with it can read.Revoke

Getting legal to approve AI tools is usually a nightmare. CraftNote was the easiest sell I've ever made. The security story speaks for itself.

Roz W.
Roz W.Head of IT, financial services