Meridian Bank · Proposal · $840KBreach open · 9 days

Playbook

The economic buyer is engaged before Proposal. Agreed in March.

Deal record

The CFO has never been met. Dana, the champion, can reach him.

Our record

Last three times, asking the champion on a booked call closed it.

Mail · calendar

CFO ask raised twice, quiet since the pricing call. Dana is booked Thursday.

Competitor dossier

Corvex patched isolation. Lead with audit cost, not architecture.

Five sources · one move

Move · this weekDraft attached

Ask Dana to open the CFO on Thursday's call — lead with the audit-cost model.

Do itNot on this deal, because…

The deal Game Plan engine

Principles don't close. Plays do.

Every deal gets a living game plan — the moves to win it, and the call to walk.

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