Friday, April 10, 2026
Good morning, Jacob!
Commercial Illinois & Midwest · Global Business Acceleration
Pipeline (QTD)
$2.4M
↑ $340K this week
Meetings
16
↑ 2 this week
Open SLA Leads
39
⚠ 7 SLA Critical
Active Buying Groups
12
↑ 3 New signals
Tasks Due Today
100
✉ 30 · ☎ 50 · 20 Other
Since Yesterday ·
⚠ 8 SLA Critical Leads
·
3 BG Signals Overnight
·
2 Opty Stage Movements
·
100 Tasks Due Today
✦ AI Daily Brief
▲
High Intent Signals Only — Updated 1m ago
2 SLA Critical Leads with qualifying actions:
→ Brandon Joyce (Sub-Zero Group) — HRSD Demo attended at K25 · 5h SLA window closing
→ Dylan Blumenberg (FTI Consulting) — IT Webinar registered + 3 sequence email opens · 9h remaining
3 Buying Groups with new signal activity:
→ Echo Global IT BG — Sarah Chen (VP IT) attended ITOM AIOps Field Demo · Engagement +18
→ Bluecross Illinois HR BG — Mark Osei (Dir HR Ops) registered for HRSD Webinar · No outreach scheduled
→ Sub-Zero IT BG — 2 contacts confirmed K25 session attendance · Follow-up window open now
→ Brandon Joyce (Sub-Zero Group) — HRSD Demo attended at K25 · 5h SLA window closing
→ Dylan Blumenberg (FTI Consulting) — IT Webinar registered + 3 sequence email opens · 9h remaining
3 Buying Groups with new signal activity:
→ Echo Global IT BG — Sarah Chen (VP IT) attended ITOM AIOps Field Demo · Engagement +18
→ Bluecross Illinois HR BG — Mark Osei (Dir HR Ops) registered for HRSD Webinar · No outreach scheduled
→ Sub-Zero IT BG — 2 contacts confirmed K25 session attendance · Follow-up window open now
Generated by Now Assist. Check for accuracy.
📌
Top of Mind
Things to remember before you act
RS
FHLBC — Do not prospect Do not contactRiley Scott · Today
"Lets take FHLBC off your prospecting list. The platform owner just pinged me about the K26 invite you sent and asked me to filter all outreach through her."
Federal Home Loan Bank of Chicago · All outreach routes through AE only
TR
Echo Global — Hold BDR outreach Coordinate firstTony Riebel · Mar 4
Tony called after ITOM Discovery call — Sarah Chen is key champion and he wants to control the outreach cadence.
Echo Global Logistics · ITOM AIOps · OPTY 543211
BD
AIT Worldwide Stage 5Brian Disher · Feb 20
Brian asked to pause all BDR activity. Contract negotiations in legal — any unsolicited outreach could disrupt the close.
AIT Worldwide Logistics · AI Control Tower · OPTY 543211
Recommended actions ✦ Last refreshed 1m ago
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Follow-up with Leads
SLA nearing expiry for 2 contact us form interactions. 6 hours remain to be compliant.
Status
Due today
Due Date
2026-04-10
OPTY-0000456 · Alectri
BDR Meeting for Intuit
Your BDR meeting with Intuit's IT buying group is coming soon.
Status
Due today
Due Date
2026-04-10
OPTY-0005521 · Intuit
10X Genomics — Engagement Surge
Surge in digital signals and uptick of 10 points in Engagement Score.
Status
Due today
Due Date
2026-04-10
OPTY-0005521 · Intuit
BDR Meeting Prep Required
Your BDR meeting is coming soon and requires preparation.
Status
Due today
Due Date
2026-04-10
OPTY-0005521 · Intuit
⚡
Today's Activities
100
| Type | Contact | Subject / Task | Priority | Due | AE |
|---|
My Progress
Last refreshed 1m ago
BG Member Added ⓘ
50%
Target 80%
Qualified to Stage 2 Conv. ⓘ
78%
Target 50%
Progressed to Mature ⓘ
45%
Target 25%
Prioritized SLA Attainment ⓘ
83%
Target 100%
SLA Due Today (6)
5h left
6h left
7h left
Latest Updates
SLA Due Today
View All
David Blasdell
Sterling Manufacturing
Rashmi Jayarama
NovaTech Systems
Paul Carter
LumaCore Solutions
Activities Due Today
View All
Email (3)
Phone Call (12)
Tasks (7)
David Blasdell
Sterling Manufacturing
Opportunity Team Member
Sterling Manufacturing
Opportunity Team Member
Rashmi Jayarama
NovaTech Systems
Opportunity Task OPTASK0
NovaTech Systems
Opportunity Task OPTASK0
Meetings This Week
View All
David Blasdell
Sterling Manufacturing · ITOM AIOps
Today 2pm
Rashmi Jayarama
NovaTech Systems · Now Assist
Today 3pm
Paul Carter
LumaCore Solutions · ITSM
Tomorrow 10am
Promotion
John Smith → CTO at Alectri
New decision maker identified. Consider technical outreach.
Promotion
Sarah Chen promoted at Echo Global
VP IT promotion. Key ITOM champion — re-engage now.
Data Breach
Pitch Risk based on Data Breach news
Automated Threat Detection. Reduce response times with automated workflows...