Good morning, Maya. Here's your week.
Your numbers
- Won this quarter$1,550 of $15,000 (10%)$13,450 still to win
- Open deals$91,65011 open deals
- Renewals, next 90 days5 clients$11,830 a month
- At risk$10,380 a month5 clients
Needs attention
- Ironwood Builders: $3,350/month, past its end date with no renewal recorded.
- Willowbrook Senior Living renews Dec 15.
- Coastline Freight Co: managed services renewal on Oct 31.
Important meeting this week
- Tuesday 10:00 · Coastline Freight Co, renewal review.Press Prepare in the app for what to know before you walk in.
Coming in November 2026 Deals needing attention and your quarterly target in the brief. Today's brief covers renewals, what's at risk and your client meetings, with Prepare.





