Acme Co.
Proposal
StageProposal
Close dateAug 28, 2024
Amount$125,000
Next stepSend agreement
OwnerLeah Kim
CRM
Fields, stages, dates
←→August 2024
Mon
26
Tue
27
Wed
28
Thu
29
Fri
30
10 AM
11 AM
Discovery call
3
Follow up
10–11 AM
Proposal review
4
31
Calendar
Meetings, responses
Discovery call
Aug 26, 2024 · 45 min
PS
OH
JR
LK
+2
TranscriptAttendees
00:12PriyaWe’re looking to roll this out in Q4.
03:41OmarPricing is in range.
08:15ClientCan you share a case study in our industry?
Calls
Transcripts, attendees
Re: Proposal and next steps
OH
Omar HassanAug 27, 2024
Thanks for the proposal. A few questions on the scope…
3 older messages
LK
Leah KimAug 26, 2024
Hi Omar, following up on our call…
Email
Threads, latency
# acme-co
PS
PriyaAug 27, 9:14 AM
They loved the demo.
JR
JordanAug 27, 11:03 AM
@Leah can we get a security review started?
OH
OmarAug 27, 2:21 PM
Looping in legal — aiming to sign this month.
Slack
Deal-room chatter
Acme Proposal Plan
  • Tailored solution for enterprise sales
  • Case studies (fintech, healthcare)
  • Security requirements
  • Pricing options
  • Next steps and timeline
Docs
Plans, notes
Fluint
Next best actions for your deals
1
A
Acme Co.High intent
Send case study and schedule follow-up
Run with agent
2
R
RidgewayAt risk
Follow up on security questions
Run with agent
3
S
Summit HealthIn progress
Send pricing update
Run with agent
4
B
BorealisNew
Book discovery call
Run with agent
RECENT ACTIVITY
No runs yet
Drafted follow-up email2 min ago
Created case study link5 min ago
Scheduled meeting12 min ago
Updated deal stage12 min ago
Logged call summary15 min ago
Agent runs
Recs, drafts, tool calls