Starting right now • 10:00 – 10:30 AM
Partnership Review
Work
Zoom
🔁 RecurringMeeting #4Last met: May 12
You agreed to send a revised proposal and loop in your security lead.
✦Meeting Brief
- Acme raised a $40M Series B in May and is consolidating vendors. Sarah Chen is running the initiative and this meeting decides the shortlist.
- Monday's email: Sarah asked for SOC 2 details and a rollout timeline. Neither has been sent yet.
- Slack: your team flagged Acme as the top Q3 expansion account after their platform announcement Tuesday.
- Notion deal room lists the security review as the last open item before contract.
- Marcus Webb owns the budget line and pushed hard for annual pricing on the last call. Expect it to come up again.
●●Attendees (3)
S
Sarah Chen VP Operations, Acme Corp
Leads the vendor consolidation. Decision maker on the shortlist. Asked for SOC 2 and rollout timing.
M
Marcus Webb Director of Procurement, Acme Corp
Owns the budget line. Pushed for annual pricing on the last call.
J
Jordan Lee Your team
↺ 1 min
Dismiss
Join Zoom Meeting
