# 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 the support queue. Two things are worth raising on the call.
ACCOUNT BRIEFPfizer Ready
- Expansion signal
- 24 new seats requested yesterday
- Risk to raise
- 2 onboarding tickets are still open
- Recommended 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