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Revenue CRM

JE

CT-2048Updated 4 min ago

AO

Amara Okonkwo

CustomerChampion

VP OperationsLinden Freight

PDTQ1 expansionReference
Email
Email
[email protected]
Phone
+1 (503) 555-0142
Location
Portland, OR · 09:41
Account
Linden Freight · 240 seats
Owner
JEJordan Ellis
Renewal
Sep 12, 2027 · 4 yr

Activity timeline

8

Every touch, newest first.

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Today3

  1. Expansion proposal, revised

    Sent v3 with the 18% multi-year discount and the two additional regions. Legal is copied for redlines.

    JEYou2 recipientsproposal-v3.pdfOutbound

  2. Discovery call · operations team

    Walked through the warehouse handoff. Amara flagged the SSO cutover as the only real blocker in the rollout.

    JEYou + 232 minOutcome: positiveConnected

  3. Budget sign-off confirmed

    The COO approved the expansion budget. Amara asked to keep the regional rollout inside Q1 rather than stretching it.

    JEJordan EllisInternalPinned

Yesterday3

  1. Quarterly business review

    Adoption sits at 82% across four sites. Two teams still import CSVs weekly — onboarding follow-up owned by Priya.

    AO6 attendees45 minQBR deckRecording

  2. Security questionnaire returned

    Completed by Linden's infosec team. Two answers need our review before procurement sends it back to legal.

    AOAmara Okonkwo18 pagesQuestionnaire v2Inbound

  3. Regional lead introduction

    Introduced Nadia Bello as the new EMEA operations lead. Asked for a technical walkthrough in the first week of December.

    AOAmara Okonkwo1 recipientFollow-up bookedInbound

Oct 302

  1. Check-in with regional lead

    Short intro call. Nadia wants a single source of truth for stock across the three new warehouses before signing off.

    JEYou18 minOutcome: follow-up

  2. Legacy SSO risk logged

    Their auth still runs on an on-prem gateway. Worth a migration plan in the expansion scope, not a promise of parity.

    PSPriya ShahInternalRisk

Showing 8 of 8 loaded events

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Notes

2

Internal context, shared with the account team.

1 pinned

  • Jordan Ellis

    Today · 08:42

    Pinned

    Amara is the champion, but procurement is the gate. Keep legal in the loop on every revision — their redlines take four business days, minimum.

  • Priya Shah

    Oct 30 · 10:15

    SSO cutover is the only technical objection. Infosec wants an on-prem gateway in scope; product will promise a migration window, not a gateway.