Q4 pipeline risk review

Three deals stand out. Each has slipped a stage date and has had no champion activity in over two weeks.

At-risk deals

1. Helios Health — $84,000 ARR. Procurement asked for a security review on 2 Oct and nobody has replied. Action: send the SOC 2 summary and book a 20-minute call with their IT lead.
2. Brightline Logistics — $52,500 ARR. Your champion, Marcus, left the company last week. Action: ask the account executive to map a new sponsor before the renewal date.
3. Orbit Retail — $31,000 ARR. Pricing objections in the last two calls. Action: offer the annual plan with a phased rollout instead of discounting.

Suggested agenda for Thursday

• Review the three deals above (15 min)
• Confirm commit vs. best-case numbers (10 min)
• Agree owners and next steps (5 min)

Want me to draft the follow-up to Helios first? You said you prefer short emails with one clear ask.

Here's a draft that keeps to one clear ask:

Subject: Security review for Helios — next step

Hi Priya,

Thanks again for the time on Tuesday. I've attached our SOC 2 Type II summary and data-processing overview, which should cover most of the questions from your IT team.

Could we book 20 minutes with your IT lead this week to close out any remaining items? Thursday or Friday afternoon works on our side.

Best,

Alex

I can also log this as a task in HubSpot once you've sent it.