Monday 13 July

TeamPip's Pantry

Laurence's commercial day.

The five things in front of you today, the meetings shaping the week, the activity from the last 24 hours, the pipeline state behind it all.

Viewing as
JBallJWLM

Monday before this

You're carrying the charity-CAC narrative across six accounts in your head. When something goes quiet for two weeks you don't know if it's silence or a no — you just keep nudging.

Monday with this

Beacon Theatre at day-7 since the forwarded case study — chase Tue, not Mon, because Tuesday is when CEOs read. Brimble Box pricing block ready to draft. The charity-CAC LinkedIn post scheduled for Monday 8am, John’s account. Goldcrest finally engaged on the warm-intro thread.

Open pipeline

£273.6k/yr

8 active accounts

Weighted

£65k/yr

Stage-probability weighted

Today · in priority order

Full briefing →

  1. Priority 1 · expanded

    Brimble Box proposal — final draft

    Today

    Tuesday deadline. Pricing block is the only piece left to finalise.

    Drafted reply · ready to send

    To: Anjali Vora · Subject: re: Brimble Box proposal — final draft

    Hi Anjali,

    Quick note on this — tuesday deadline. pricing block is the only piece left to finalise. I've blocked 20 minutes this week for a call if useful, or happy to send the next iteration in writing if you prefer.

    Either way, let me know how you want to take this forward.

    Best,

    John

  2. Northern Rivers capability deck

    Annette’s board meets 9 June. Outline + first three slides ready to draft.

    Today

  3. LinkedIn — "Gift Aid is a fulfilment problem"

    Ready to schedule. Strong fit with the charity reps you’ve been engaging.

    Today

Meetings

Next up with a pre-meeting brief, two upcoming, three recent with action items already extracted.

Recent · summary + extracted action items

  • Thu 14 May · 11:00 · Laurence

    Brimble Box — discovery call

    Crisp call. Anjali is decisive — she wants the wellness-subs onboarding sequence, the pricing-block clarity, and the QBR cadence locked. Scaling 1,450 → 2,500 subs by year-end; we need the seasonal flex to be in the contract not a side note.

    Extracted action items

    • Proposal draft to Anjali by Tue 19 May.Laurence · open
    • Include seasonal-flex clause in the standard terms.Laurence · done
    • QBR cadence template to attach to proposal.Laurence · done

Pipeline pointer

Brimble Box is the close this fortnight. Pelham & Brock onboarding plan ready. Charity sector is the warmest you've been all quarter.

Open pipeline →