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Solutions · Account teams

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NoteProjectsPrepWarnings

Notes › Handover calls

Kickoff, Skagerrak Maritime Systems

Thu 15 Oct · 42 min · video call

EnterpriseHenrik LindqvistAdd to Hub

Summary

DecisionFleet telemetry rollout across 14 vessels before the December freeze.

DecisionLegacy CSV export stays live in parallel for the first 30 days.

PromiseOnboarding to map custom API webhooks before Friday’s technical call.

PromiseHenrik’s team to send chief engineer contact list by Wednesday.

OpenWeekend escalation cover for the first vessel trial in Gothenburg?

Projects › Rollouts

Skagerrak 14-vessel rollout

Created from the deal · all 6 sales promises carried over

Map custom API webhooksNo owner · Friday

Chief engineer contact listHenrik · Wednesday

Keep CSV export on for 30 daysDelivery · to 15 Nov

First vessel trial, GothenburgOnboarding · Nov

Prep notes

Before your call: Skagerrak Maritime Systems

Brief for the CSM

From the sales pitch on 22 Sep: Henrik only signed because we promised parallel CSV exports for 30 days. Do not switch them off early.

Warnings

At risk

Skagerrak Maritime Systems

Early warning

Sales promised custom webhook mapping by Friday and no owner is assigned in the delivery project yet.

ConfirmFix

Sales, delivery and support read the exact same commitments.

One record

What sales hears is what delivery needs and what support gets asked about.

The handover

When a deal is won the whole story moves with it: who is who, what was promised and why.

Projects ›

The shared client

Everyone adds to the same client by having their own calls so nobody writes a status email.

CRM ›

The team view

The Business plan gives the whole team one pipeline and one set of projects.

Pricing ›

Who talks to the client

Five colleagues on one client and nobody has to ask the client twice.

Sales

What was promised to win the deal.

Delivery

The scope and dates the client heard, in their words.

Support

What went wrong before and how it was fixed.

Account manager

The mood of the client across every call.

Manager

Which clients are at risk and why.

New colleague

The whole history on day one.

One week

A week with one client and four people who never send a status email.

Monday

Kickoff

Sales and the client agree the dates and the note lands on the shared client.

Tuesday

Planning

Delivery reads the promises and plans the work without a handover meeting.

Thursday

A support call

When the client asks about the CSV export support sees why it was promised and for how long.

Friday

Review

The team opens the client together and finds everything said this week.

Warnings, not dashboards

See which client is drifting whoever took the last call.

WarningsUpdated from 9 conversations today

Renewal risk

Which client to worry about this week

At risk3 complaints

Skagerrak raised late telemetry data three times. The renewal call is in 12 days.

“If the data keeps arriving late we will look at other options.”

Expansion

Who is ready for more

Warm2 buying signals

Henrik asked about adding the tug fleet. Nobody followed up.

“Could the same system cover the tugs next year?”

Relationship cooling

Who has gone quiet

Stalled30 days quiet

No call with Parkside Gyms for 30 days. They used to call every week.

“We are fine for now. We will call if we need anything.”

Handover

What moved this week

Strong9 promises carried

The Riverside Retail deal was won on Tuesday. Delivery has every promise and date.

“We start on the first Monday of January.”

Support call, Skagerrak Maritime SystemsPhone · today 09:40

04:10Henrik The data from two vessels came in late again.

04:32Henrik “If the data keeps arriving late we will look at other options.”

05:01Support I am raising it with the team today.

Parley Notes noticedRenewal risk detectedConfirmFix

Start with your next client call
and see where it goes.

Free to start on every device. Business gives your team one shared pipeline and one set of projects.