Tasks

2 due today · 10 open

Call James Whitfield — competitor activity detected on LinkedIn
📞 Call
James Whitfield
Due today
Urgent

He connected with 2 rival reps this week. Do not let the proposal go cold.

Get Diana Calloway's proposal on Dec 10 board meeting agenda
✉️ Email
Diana Calloway
Due today
Urgent

Email Diana Calloway — ask her to add the $34,875 proposal to Dec 10 board agenda. Under $50K threshold.

Send funding eligibility note to Gretchen Holt
✉️ Email
Gretchen Holt
Tomorrow
High

Relevant line items on the proposal are grant-eligible. $48K allocation just confirmed.

Follow up Carlos Vega — open proposal
🔁 Follow-up
Carlos Vega
Tomorrow
High

He posted publicly about evaluating systems. Warm moment. Reply to his LinkedIn post first.

Re-introduce platform to Rebecca Torres — new contact at Elmwood
✉️ Email
Rebecca Torres
In 2d
High

Leadership changed. Proposal at risk. Need to rebuild the contact relationship.

Send compliance deadline email to Angela Moore
✉️ Email
Angela Moore
In 2d
High

New compliance mandate by March 2026 creates urgency for the open proposal.

Prep demo for Gretchen Holt regional showcase
📅 Meeting
Gretchen Holt
In 6d
High

Showcase is Jan 14. 12 organizations attending. Ask Gretchen for a 10-min slot.

Update Q2 pipeline forecast for board review
🗂️ Admin
In 3d
Normal

Pull numbers from Finance tab. Include weighted close probabilities.

Upsell Paul Decker from pilot to full engagement package
📄 Quote
Paul Decker
In 7d
Normal

Open enrollment Dec 3 — contact Paul about new bundle before the event.

Send Richard Chen follow-up on pilot proposal
🔁 Follow-up
Richard Chen
Dec 3
Normal

Small pilot. Close it quickly to establish the relationship.