Meridian Financial — re-engagement strategy
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What's going on with Meridian Financial?
Thinking
Scanning 14 messages on the Meridian thread…
Checking email open-rate history — last 30 days…
Cross-referencing stakeholders on the deal…
Comparing against similar stalled proposals…
Sonta AI
Thought for 4s
Here's the full picture on Meridian Financial — Enterprise · $84K TCV · Proposal sent, Day 9.
Company snapshot
IndustryFinancial services · wealth tech
Headcount~480 · Boston, MA
Deal stageProposal · Day 9
Contract value$84K TCV · 24-month term
Last activityNo reply for 9 days
Renewal riskMedium — stalled, not lost
Key people on the deal
Mark Reyes
VP Operations · economic buyer
Sarah Park
CFO · added to thread May 6
Dana Liu
IT Director · technical sign-off
What's driving the deal right now
Engagement dropped 9 days ago. Last reply came right after a May 4 legal review. Email opens fell from 100% to 0% in the same window — no clicks, no forwards.
A new decision-maker entered. Sarah Park (CFO) joined the thread May 6 but wasn't in the original deck audience — she's reviewing cost, not fit.
The integration concern is the blocker. Raised on May 4, never resolved. Three comparable deals stalled at this exact step before closing once it was addressed directly.
Suggested next steps
Re-engage Mark directly
Short, collaborative note — reference Thursday's planned deep-dive, no chasing tone.
Bring Sarah a cost case
CFO-facing one-pager: ROI, payback period, and the 24-month TCO comparison.
Resolve the integration blocker
Send the technical brief to Dana, cc Mark — addresses the May 4 concern head-on.
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