Highlights
Summary
Updated 14 min ago
Mark went quiet after legal review — re-engage before Thursday's call. He's still opening the proposal (3rd time this week) but hasn't replied since May 6. Sarah Park, his CFO, just joined the thread as a new decision input. Suggested move: a tailored, SOC-2-first follow-up.
Upcoming
Thu
29
Demo Call
Nov 29 · 10:40 AM · 45 min
+ Mark Wei · Sarah Park · David Reyes
Sales outreach
Step 2 · Automated email — sent yesterday, opened twice. Next step scheduled for Wednesday morning.
Step 2 of 5 · Re-engagement sequence
~60% on track
Activity
· 24 events this month
Sonta agent
Draft
4h ago
To: Mark Wei · re-engagement before Thursday's call
Agent
Drafted a tailored follow-up for Mark — opens on the SOC-2 redline he raised in legal review, then reframes ROI in payback months. Ready for David to review and send.
David Reyes
Sent
8h ago
Email
Integration deep-dive — prep for Thursday
Sharing the updated sandbox link and slides 4–9 ahead of our call. Happy to loop in your legal team on the SOC-2 point.
Sharing the updated sandbox link and slides 4–9 ahead of our call. Happy to loop in your legal team on the SOC-2 point.
Can you resend the security overview before we get legal back on the thread?
Mark Wei
Viewed
1d ago
To: Proposal — Meridian Financial
Signal
Opened the proposal — 3rd time this week. Spent 4 minutes on slide 6 (pricing & rollout). Strong intent signal heading into Thursday.
David Reyes
Call
2d ago
With: Mark Wei · 12 min
Call log
Logged a call — integration concerns rehashed. Mark wants the SOC-2 redline resolved before he brings Sarah fully onto the deal. Agreed to a deep-dive Thursday.