# sales
Maya
Before my 11:00 with Pfizer, pull the latest account activity and flag anything that could change the deal.

LuffyAPP
Done. I checked Salesforce, Gong, and Zendesk. Two things are worth raising on the call.
Pfizer account brief
- Expansion: 24 new seats requested yesterday
- Risk: 2 onboarding tickets are still open
- Next step: Confirm the implementation owner

Maya
Perfect. Do this before every client meeting from now on.

LuffyAPP
Set up. I’ll post a brief here 30 minutes before every client meeting on your calendar.





ContactOut