Back to outcomesin progressabout 1 year agoabout 1 year ago
Secure multi-year renewal with expansion
SilverOak Partners
SilverOak Partners renewal is coming up. Goal is to convert to a 3-year deal with 20% expansion.
Target: Feb 15, 2025
Committed: Nov 28, 2024
Blake mentioned they're also evaluating a competitor. Need to emphasize our differentiation.
Timeline
Competitor mentioned in conversation
Blake casually mentioned they're being courted by DataPath Solutions. Need to address.
Value realization report delivered
Shared comprehensive report showing $1.2M in realized value over the past year.
Success Criteria
- Value realization report delivered
- Expansion proposal presented
- Contract terms agreed and signed
Skills Being Practiced
Customer
IndustryInvestment Management
Tierenterprise
Health Score77
RenewalFeb 28, 2025