Demo environment — all data is fictional
TechBearing
AR
Back to outcomes

Establish executive sponsorship for platform expansion

Copperline Systems

in progress

Copperline Systems has potential for 3x expansion but needs VP-level buy-in. Goal is to secure commitment from their VP of Operations.

Target: Feb 28, 2025
Committed: Dec 5, 2024

Sam Reyes is very supportive. Need to leverage their internal advocacy.

Timeline

Business case draft sent for review

Shared the expansion business case with Sam and Marcus. Awaiting their feedback.

about 1 year ago

Sam introduced me to VP of Operations

Had a great 15-minute intro call with VP Marcus Webb. He's interested but cautious. Scheduled follow-up for next week.

about 1 year ago

Success Criteria

  • Initial meeting with VP of Operations scheduled
  • Business case document reviewed and approved
  • Verbal commitment to expansion timeline

Customer

IndustryFinancial Services
Tiergrowth
Health Score91
RenewalAug 20, 2025
Orin
Your thinking partner

Hi Alex. What would you like to explore?

4:56 AM

Demo mode: Orin responses are scripted