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Prepared from Google Calendar and local AM workspace data

Friday Meeting Preps

Friday, May 1, 2026. Use this as the morning run sheet: Lauren is the first customer priority, Domo is the strategic product/renewal priority, and Hub/Centific need crisp next steps before the weekend.

10prep cards
4customer/account calls
3commercial blocks
1main strategic call
Source note: I used your May 1 Google Calendar events, the weekly exports in the AM workspace, the Domo roadmap/commitment matrix, Hub and Domo account plans, and local forecast notes. Where the calendar had no attendees or account context, the prep is framed as internal/discovery instead of invented CRM detail. The all-day transparent "Home" calendar item is omitted.

Meeting Cards

Read top to bottom in calendar order.
6:00-7:00
Daily Report Reviews
Internal

Prep Insight

This is the setup hour. The day is front-loaded with customer/account work, so use the scan to define the one outcome you need from each account before the first Zoom starts.

  • Lauren: commercial status, expansion path, and who owns signature.
  • Domo: table-structure review, Snowflake validation asks, and Japan/duplicate opp cleanup.
  • Hub: MAP and MEDDPICC gaps; confirm renewal status since the export date is already past.
  • Centific: subdomain decision, renewal confidence, and whether the user-add best case is real.

Leave With

A one-line outcome for Lauren, Domo, Hub, and Centific, plus any leadership ask needed from the AI + G2P block.

7:00-7:30
Apollo <> Lauren | Account Optimization & Commercial Discussion
Top priority

Pre-Meeting Insight

Calendar attendees are Pratik Raval, Amy Suzanna, Catherine Binu, Adrian Boniface, Matt Tecca, and you. Local exports map this to Lauren - Redington: $20K total ARR, June 17 renewal, 28 total enabled users, 18 MAU, and very strong custom usage with 19 enabled / 18 MAU.

  • Forecast notes show Lauren renewal at $20K Commit for June, plus a $2K renewal uplift in Best Case.
  • Expansion notes show Lauren Reddington expansion / OFS with quote shared to Swapna, and a separate marketing-team expansion path.
  • Whitespace export shows 22 potential sales roles, so the commercial story should be "healthy usage plus next team," not a cold upsell.

Talk Track

"Usage looks healthy, so I want to make sure the commercial path reflects the value you are already getting and the next team we can support."

Leave with the commercial owner, signature/procurement status, whether Swapna is still the approver/champion, and the exact expansion package they are comfortable moving forward.

7:30-8:30
AI + G2P
Internal

Prep Insight

The April 30 forecast notes put Q3 NDARR Most Likely at $102.6K against a $250K target, leaving a $147.4K gap. The named G2P actions are Domo Japan and Mircom + Stefanini, while renewals are above target and need quality control more than panic.

  • AI #1: Domo Japan, $34.3K Best Case in August. Need duplicate opp cleanup, Japan scope, and one clean path to Most Likely.
  • AI #2: Mircom + Stefanini October Best Case, $28.6K. Need stakeholder path and next step clarity.
  • Renewal hygiene: QA Wolf, Cobalt Labs, and CAF USA need budget-owner or next-step detail.

Talk Track

"I want to leave this with account-level actions, not a generic gap plan."

Leave with two committed actions for the week: one Domo Japan action and one non-Domo pipeline-building action with owner/date.

8:30-9:00
Apollo Projects Deep Dive - Jake Heaps from Domo and Jason
Strategic

Pre-Meeting Insight

Calendar says "Apollo Prompting Deep Dive" with Jake Heaps, Hunter Nilsen, Brian Nielson, Greg Auxier, Jason De Leon, and you. Local exports show Domo at about $164K ARR, 196 enabled users, 164 MAU, immediate renewal timing, strong usage, and $41.4K across open expansion opps.

  • The Domo roadmap matrix says the core decision requirement is trustworthy reporting/data access for a sequencing consolidation decision.
  • Snowflake data share is the near-term path, with table-structure review targeted for May 1 and delivery targeted for June 5.
  • Keep roadmap promises precise: available today vs partial vs roadmap vs not yet confirmed.
Open Domo matrix

Talk Track

"For today, I want to connect the prompting/project discussion to the bigger reporting requirement: what Domo needs to see in the data model to have confidence in consolidation."

Leave with Domo reviewers, must-have tables/fields/date ranges, one representative dashboard/report, and the top three sequence workflow gaps to validate separately.

9:00-10:00
Outbound Block
Execution

Prep Insight

Use this block as a production hour. The highest-value work is not broad prospecting; it is creating follow-up scaffolding while the morning calls are still fresh.

  • Draft Lauren follow-up language around commercial path, users, and expansion package.
  • Prepare Domo follow-up bullets before the deep dive ends: data asks, owners, and dates.
  • Queue Hub and Centific prep questions so those calls do not become vague account reviews.

Leave With

At least two draft follow-ups and one clean account note/update before the Hub block.

10:45-11:15
Hub International Review + MAP + MEDDPICC
Whitespace + risk

Pre-Meeting Insight

Calendar has no attendees, so treat this as an internal strategy block. Local exports show Hub International at $9.3K total ARR, 23 enabled users, 10 MAU, April 22 renewal date, 7 paid seats, and enormous whitespace: 2,509 potential sales roles.

  • Account plan context: Hub is a major insurance logo with 24 entities; Scott's pilot and VP BD path are the expansion wedge.
  • Known blockers: Dynamics 365 integration limits, Outlook/compliance documentation, and limited adoption beyond the pilot user/team.
  • MEDDPICC gaps to fill: economic buyer, decision criteria, paper process, technical owner, success metric, and timeline.

Talk Track

"The next step is not a seat pitch first. It is getting the buying-center map and proof plan right so the whitespace is credible."

Leave with a dated MAP: Scott pilot proof, VP BD intro path, SalesOps/compliance owner, finance/procurement path, and whether renewal is closed or still exposed.

12:30-1:00
Apollo <> Centific | Subdomain Review
Renewal check

Pre-Meeting Insight

Calendar attendees are Egil Silva, Nicholas Kampa, Matt Tecca, and you. Local exports show Centific at $14.3K ARR, June 13 renewal, 21 total enabled users, 13 MAU, with solid usage in sequences, email, waterfall, CRM living data, and GenPipe.

  • Forecast notes list Centific as a June Most Likely renewal at $14.3K.
  • There is also a small Centific User Add Best Case path; do not make it the center unless the subdomain review goes well.
  • Subdomain setup should be tied to deliverability, workflow trust, and renewal confidence.

Talk Track

"Let's make sure the subdomain setup supports the workflows your team is actually using, then confirm whether anything technical is blocking renewal confidence."

Leave with the subdomain decision, technical owner, completion date, renewal confidence, and whether the user-add path is real or should stay out of forecast pressure.

2:30-3:00
DNB
Unknown

Prep Insight

The calendar event has no attendees, location, or description. I did not find a clear local DNB / Dun & Bradstreet account record in the weekly exports, so treat this as either a protected block or a light discovery placeholder.

  • If this is "do not book," protect it for follow-up cleanup.
  • If this is an account meeting, open by confirming company, objective, and desired outcome.
  • Do not assume commercial context without an account match.

Talk Track

"Before we jump in, can I confirm what would make this meeting useful today?"

Leave with a clear classification: protected admin block, customer discovery, or account follow-up.

3:00-3:15
EOD KPI Check: 3+ meetings, 50+ emails, 6K+ pipe, 10+ dials
KPI

Prep Insight

The day has enough account work to hit the meeting target; the risk is leaving follow-ups scattered. Use this check as a forcing function for tangible outputs.

  • Meetings: Lauren, Domo, Hub, Centific count toward meaningful account motion.
  • Pipeline: Lauren commercial path, Domo Japan, Hub whitespace, Centific user-add are the accounts to sanity check.
  • Emails/dials: use only where they support named account next steps.

Leave With

A clear yes/no on whether today's customer calls generated pipeline movement or only account hygiene.

4:00-5:00
Admin & Next Day Prep
Closeout

Prep Insight

Because this is Friday, close the loops before the weekend. The Monday version of this work should not require reconstructing what happened from memory.

  • Update account notes for Lauren, Domo, Hub, and Centific with owners and dates.
  • Refresh forecast notes where commercial status changed.
  • Create follow-up drafts for any customer call that did not already get one.
  • Start Monday prep from confirmed calendar items, not today's assumptions.

Leave With

All follow-ups drafted, account next steps updated, and Monday's prep queue started.