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Conversations Copilot

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Today

Good evening, Pablo

Conversations ahead, reflections behind. The rhythm of a great relationship builder.

32
Conversations
4 upcoming
13
People
5 to reconnect
4
Active Deals
8 total
14
Documents
5 drafts

Upcoming Conversations

Prep SessionNext Up

Aspen Dental Q1 Check-in

with Rachel Kim

TUE, APR 7 · 12:49 AM

Prep Session

Quarterly Strategy Review

with Judith Davis, Sarah Chen +1

TUE, APR 7 · 3:00 PM

Prep Session

Leadership Presentation Prep

with Judith Davis, Pablo Sanchez

THU, APR 9 · 1:00 PM

Prep Session

Bloomberg Innovation Discussion

with Amanda Foster

SAT, APR 11 · 2:00 PM

Needs Attention

Michael Torres Introduction

Validate the forces

Michael Torres Follow-up

Validate the forces

Amanda Foster Catch-up

Validate the forces

Lisa Park: Intro via Amanda Foster

Validate the forces

Lisa Park Introduction

Capture the signal · Validate the forces

View all 16 items

Active Deals Pipeline

Alignment
3/4
Scope
1/1
Contract
0/0
Signed
0/1
Handoff
0/2

Home Services Division Strategy & Implementation

scope · active

$500k

Digital Patient Experience Transformation

alignment · active

$375k

Innovation Lab-to-Core Integration Framework

alignment · active

$320k

Healthcare Technology Stack Modernization

alignment · active

Recent Activity

Lisa Park Introduction

with Lisa Park

yesterday

Home Services Scope Definition

with Judith Davis

2 days ago

Home Depot Strategy Workshop

with Judith Davis

3 days ago

Home Services Division Strategy & Implementation

scope stage

4 days ago

Healthcare Technology Stack Modernization

alignment stage

5 days ago

Force Landscape

9/10

Everyone Knows But Won't Say: Strategy Team Sidelined

Judith Davis at Home Depot · unspoken_truth

active
9/10

Executive Committee Q2 Deadline for Lab ROI

Amanda Foster at Bloomberg · tension

escalating
8/10

Leadership Says Home Services, Resources Go to Pro

Judith Davis at Home Depot · tension

active
8/10

Patient Acquisition Costs Rising 40% YoY

Rachel Kim at Aspen Dental · external

active
8/10

Big Four Encroachment on Mid-Market Advisory

Robert Chen at Acme Consulting · external

escalating
View all forces

People to Reconnect

SN

Sarah Nguyen

VP Operations at Acme Consulting

Strong
120d ago

Ask about Married to David

1 active force
AF

Amanda Foster

Director, Innovation Lab at Bloomberg

Strong
14d ago

Ask about Divorced

3 active forces
RK

Rachel Kim

CMO at Aspen Dental

Strong
14d ago

Ask about Married to Daniel (dentist, ironically)

1 active force
ER

Elena Rodriguez

Head of People & Culture at Acme Consulting

Developing
150d ago

Ask about Partner Chris

1 active force
MT

Marcus Thompson

Director, Healthcare Practice at Acme Consulting

Developing
120d ago

Ask about Single

1 active force
View full reconnection dashboard
Start a new conversationAll conversationsPeople directoryCompaniesDeals pipelineDocumentsForces at play