Upcoming actions
Due and overdue follow-up across client records.
| Send proposal packInclude VIP summary and Quote Manager link. | 06 May 2026 | high |
| Call about board decisionConfirm if new branch onboarding can move to won. | 05 May 2026 | normal |
| Offer discovery slotsSend three dates for initial call. | 08 May 2026 | normal |
Recent activity
Notes, calls, email captures and integration events.
Proposal requirements confirmed
Emma confirmed cyber uplift, endpoint security and PDP onboarding are decision drivers.
05 May 2026 - Jack Peploe
Outbound call logged
Mark expects board decision this week and asked for implementation dates.
04 May 2026 - Account Manager
Campaign reply captured
Sarah replied to the cyber checklist email and requested discovery information.
02 May 2026 - System
VIP report linked
Latest VIP profile attached to the active opportunity.
01 May 2026 - System
Recently moved deals
Pipeline value, close dates and linked intelligence.
| Deal | Stage | Value | MRR | Close | Owner |
|---|---|---|---|---|---|
| Managed IT and Cyber UpliftPreparing proposal and VIP evidence pack. | Proposal Building | £38,000 | £2,450 | 28 May 2026 | Jack Peploe |
| New Branch OnboardingCustomer expansion; link to PDP project after won. | Decision / Follow-up | £26,000 | £1,800 | 20 May 2026 | Account Manager |
| Discovery SessionNeeds qualification before Autotask creation. | Discovery Requested | £14,000 | £950 | 14 Jun 2026 | Jack Peploe |