Next Day Meeting Preps
Friday, May 1 run sheet with one card per calendar block.
Meeting PrepFull day
Full Friday Run Sheet
Calendar-order prep page for Lauren, Domo, Hub, Centific, DNB, and the internal execution blocks.
Open full prep page→
Meeting Prep6:00
Daily Report Reviews
Set the day around Lauren commercial path, Domo schema review, Hub MAP, and Centific renewal confidence.
Open prep→
Meeting Prep7:00
Lauren Commercial Discussion
Strong usage and June renewal. Confirm signature path, expansion package, approver, and commercial owner.
Open prep→
Meeting Prep7:30
AI + G2P
Convert Q3 forecast gap into named actions, especially Domo Japan and Mircom/Stefanini pipeline work.
Open prep→
Meeting Prep8:30
Domo Projects Deep Dive
Anchor prompting/project discussion to Snowflake table review, consolidation confidence, and precise roadmap buckets.
Open prep→
Meeting Prep9:00
Outbound Block
Production hour: draft follow-ups and account notes while the morning conversations are still fresh.
Open prep→
Meeting Prep10:45
Hub MAP + MEDDPICC
Huge whitespace, past-dated renewal, and pilot blockers. Build a credible buying-center map before expansion pressure.
Open prep→
Meeting Prep12:30
Centific Subdomain Review
Tie subdomain setup to deliverability, workflow trust, renewal confidence, and the small user-add path.
Open prep→
Meeting Prep2:30
DNB
No attendees or account match found. Treat as protected admin time unless it turns into discovery.
Open prep→
Meeting PrepEOD
EOD + Admin Closeout
Draft follow-ups, update account notes, refresh forecast next steps, and start Monday prep before the weekend.
Open prep→
Daily Dashboard Links
Use these for renewal, expansion, and book-of-business review.
DashboardHub
Dashboard Hub
The main local dashboard landing page with forecast, pipeline, A360, command center, and expansion focus views.
Open dashboard→
DashboardFocus
Expansion Focus
Interactive top 10 expansion view with filters for renewal-led, strategic whitespace, adoption repair, and product-led plays.
Open focus view→
DashboardForecast
Gong Forecast FY27
Weekly forecast view for attainment, renewal notes, expansion gaps, and ready-to-copy Gong updates.
Open forecast→
DashboardPipeline
Pipeline Dashboard
Open renewal and expansion opportunities organized by timing, amount, stage, and next action.
Open pipeline→
DashboardBoB
BoB Opportunity Dashboard
Account-card view for renewal and expansion context, priority levels, GTME next steps, and risks.
Open opportunity view→
DashboardA360
Mid-Market BoB A360
Portfolio overview, ARR, renewal pipeline, whitespace, adoption, sales activity, and account explorer.
Open A360 view→
DashboardQueue
BoB Command Center
Daily engagement queue ranked by urgency, renewal countdowns, low adoption flags, and whitespace signals.
Open command center→
Expansion Analysis Files
Local files created from the A360 export and account expansion analysis.
FileExcel
A360 Top Expandable Accounts Workbook
Clean workbook with executive summary, top 10 accounts, scoring model, Notion import sheet, and source notes.
Open workbook→
FileCSV
Notion Expansion Focus Import
CSV version of the expansion focus list, ready to add into the Notion or hub workflow.
Open CSV→
FilePlays
Account Expansion Plays
Account-by-account play guidance for Redis, Domo, International ESL, Hub International, EPAM, IDC, Apple, DemandTec, MarketsandMarkets, and Cortex.
Open play file→
FileBrief
Top Expandable Accounts Brief
Written summary of the A360 export analysis, scoring logic, recommended top accounts, and workflow notes.
Open brief→
FileSkill
Codex GTM Pricing Skill Note
Notes on the Codex GTM and pricing workflow built from the Growth Unhinged practical guide.
Open skill note→
FileBrief
Claude Dashboard Replica Brief
Project brief for replicating the dashboard site workflow locally with Codex.
Open brief→
Workflow And Source Systems
Local hub plus the live systems that feed the workflow.
WorkflowLocal
Local Harness Hub
Your local workflow board for AM Workspace Setup, Current Account Renewal Workflow, and the expansion account tasks.
Open hub→
WorkflowWorkspace
Workspace Start Here
Starter instructions for the local Apollo peer harness workspace.
Open start file→
WorkflowFolder
Research Outputs Folder
Folder where the generated analysis files, import files, and briefs live inside the local workflow workspace.
Open folder→
Source SystemNotion
Notion Account Hub
Source workspace for book-of-business account context, renewal workflow, expansion notes, account plans, meeting notes, and next steps.
Open Notion→
Source SystemLooker
Looker A360
Source dashboard for book-of-business exports, adoption, whitespace, activity, ARR, and account data.
Open Looker→
Source SystemSFDC
Salesforce Dashboard
Source dashboard for renewal and expansion opportunities, pipeline, stages, and close dates.
Open Salesforce→
Source SystemDoc
Gap To Plan Doc
Planning document linked from the dashboard hub for forecast updates and gap closure work.
Open doc→
Top Expansion Accounts
The current action list from the A360 export.
#1
Redis
Renewal-led expansion
Bring usage proof into renewal planning.
#2
Domo
Renewal-led expansion
Package broader workflow expansion before renewal closes.
#3
International ESL Services LLC
Renewal-led expansion
Propose expansion path by region or team.
#4
Hub International
Strategic whitespace
Build GTME-backed whitespace plan.
#5
EPAM
Strategic whitespace
Focus North America and financial services expansion.
#6
IDC
Renewal-led expansion
Run save-and-expand discovery now.
#7
Apple
Strategic whitespace
Validate active buyer and map sales org whitespace.
#8
DemandTec
Product-led expansion
Use strong MAU and ARR as proof.
#9
MarketsandMarkets
Adoption-to-expansion
Repair adoption before asking for expansion.
#10
Cortex
Adoption-to-expansion
Target LinkedIn and GenPipe power usage.
Note: this page is local-first. The dashboard links can become a public GitHub Pages resource link after publishing, but workbook, CSV, and customer/account files should only be published if you want those details visible wherever the site is hosted.