Sales intelligence assistant

Chat Trigger ("Prepare me for meeting with [Company]")
    ↓
Parse Company Name (extract from user input)
    ↓
Parallel Research Node (4 branches)
    ├── Branch 1: Company Research Agent (web search)
    ├── Branch 2: Contact Research Agent (LinkedIn/web)
    ├── Branch 3: Opportunity Analysis Agent (CRM)
    └── Branch 4: News & Updates Agent (news search)
    ↓
Synthesis Agent (compile meeting prep document)
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Output to Chat (formatted meeting brief)

# Meeting Prep: Acme Corporation

## Executive Summary
Acme Corporation is a mid-market SaaS company ($50M ARR, 200 employees) specializing in project management software for construction companies. They're experiencing rapid growth (40% YoY) and recently announced Series B funding. We have one open opportunity ($120K ARR) currently in negotiation stage.

## Company Quick Facts
- **Industry:** Construction Technology (ConTech)
- **Size:** 200 employees, $50M ARR
- **Headquarters:** Austin, TX
- **Founded:** 2018
- **What they do:** Cloud-based project management and collaboration platform for construction teams

## Key Contacts

### Sarah Chen - VP of Engineering (Your meeting contact)
- **Background:** Former Amazon engineer, joined Acme 2 years ago
- **Focus:** Scaling engineering team (doubled in last year), improving platform reliability
- **Recent activity:** Spoke at ConstructTech Summit about scaling challenges
- **Talking points:**
  - Our observability platform's construction industry expertise
  - How we've helped similar high-growth teams scale
  - Integration with their existing AWS infrastructure

### Michael Torres - CTO
- **Background:** Co-founder, technical visionary
- **Tenure:** Since founding (2018)
- **Priorities:** AI/ML capabilities, mobile experience, real-time collaboration

## Opportunity Context

**Open Opportunity:** "Acme Corp - Enterprise Observability Platform"
- **Stage:** Negotiation
- **Value:** $120K ARR (3-year contract)
- **Close Date:** End of Q1 2026
- **Champion:** Sarah Chen (VP Engineering)
- **Decision Factors:** ROI timeline, integration complexity, support SLA

**Historical Context:**
- First engagement: 3 months ago (inbound demo request)
- Previous demos: 2 (well-received)
- Trial period: Completed successfully (positive feedback)
- Main concern: Price vs. alternatives

**Relationship Strength:** MODERATE
- Regular engagement, positive sentiment
- Trial went well but no contract signed yet
- Competitor evaluation in parallel (Datadog mentioned)

## Recent News & Developments

1. **Series B Funding Announcement (2 weeks ago)**
   - Raised $30M led by Sequoia Capital
   - Plans to double engineering team
   - **Sales Angle:** Perfect timing - they have budget and hiring plans align with needing better observability

2. **Partnership with Autodesk (1 month ago)**
   - Integrating Acme with Autodesk Construction Cloud
   - Significant technical complexity increase
   - **Sales Angle:** Our platform can help manage complexity of new integration

3. **Industry Award (3 weeks ago)**
   - Named "Construction Tech Innovator of the Year"
   - Increased market visibility and customer growth
   - **Sales Angle:** With growth comes monitoring challenges - we scale with them

## Suggested Agenda

1. **Opening (5 min)**
   - Congratulate on Series B funding and Autodesk partnership
   - Recap trial period feedback

2. **Address Concerns (15 min)**
   - ROI modeling: Show how customers see ROI within 6 months
   - Integration: Live demo of AWS integration (their stack)
   - Pricing: Discuss volume discounts, multi-year options

3. **Value Alignment (15 min)**
   - How we support high-growth engineering teams
   - Construction industry specifics (we have 12 ConTech customers)
   - Support SLA and partnership approach

4. **Competitive Differentiation (10 min)**
   - vs. Datadog: Better cost structure at their scale, superior ML anomaly detection
   - Customer testimonials from similar companies

5. **Next Steps (5 min)**
   - Propose pilot with expanded team during Autodesk integration
   - Timeline to decision
   - Introduce customer success team

## Potential Concerns & Objections

**"Your pricing is higher than Datadog"**
→ True for base tier, but our pricing scales better. At your projected growth (2x team size), we're actually 30% cheaper. Plus, include ROI calculator showing downtime prevention value.

**"We need to see more construction industry expertise"**
→ We have 12 ConTech customers including [competitor names]. Offer reference calls. Highlight construction-specific dashboards and alerting templates.

**"Integration complexity concerns"**
→ Our AWS integration takes under 2 hours. Offer to do integration live during trial extension. Customer success team available throughout.

**"Can you meet our SLA requirements?"**
→ Yes - 99.9% uptime SLA standard, 99.99% available for Enterprise tier. Discuss their specific requirements.

## Success Metrics & Next Steps

**This meeting is successful if:**
- ✅ Address pricing concerns with ROI modeling
- ✅ Secure commitment to decision timeline (2 weeks)
- ✅ Get introduced to CTO (Michael Torres) for technical deep-dive
- ✅ Agree on extended trial with Autodesk integration as test case

**Proposed Next Steps:**
1. Extended trial (2 weeks) with full team during Autodesk integration
2. Technical deep-dive with CTO next week
3. Reference calls with 2 ConTech customers
4. Custom proposal with volume pricing by end of week
5. Final decision meeting with CFO in 2 weeks

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*Prepared by MagOneAI Sales Intelligence • 2026-02-10 08:30 AM*