Account Overview

Status: Stage 3 - Validation (Active Deal)

Projected ACV: $62,000

Products: Platform Core + Automation Engine + Reporting

Expected Close: February 2026

Business Model: B2B SaaS platform for marketing teams at growth-stage companies. Helps manage campaigns, track attribution, and optimize spend across channels.

Tech Stack: HubSpot CRM, Slack, Google Analytics

Why This Deal Is a Good Example

This deal shows:

• Active pipeline management through Stage 3
• Clear next steps with absolute dates and owners
• Risk identification and mitigation in progress
• How to handle a deal where EB hasn't engaged yet (common challenge)
• Documentation while deal is still in motion (not just closed/won examples)

Current Status (as of December 2025)

Stage: 3 - Validation

Last Activity: Demo completed December 18, 2025

Next Step: Follow-up call with EB (Jennifer) on January 8, 2026 to review acceptance checks and discuss ROI