Meeting Prep Package
Technical Deep-Dive — Acme Corp · Tuesday 10:00 AM
Relationship Context
You've met with the Acme Corp team 3 times in the past 30 days. The relationship is progressing well — they've moved from initial evaluation to requesting a technical deep-dive. Key contact is their VP of Engineering.
Suggested Agenda
- 1 Review SSO and OIDC implementation timeline (their top requirement)
- 2 Walk through API architecture and webhook system
- 3 Demo audit log capabilities
- 4 Discuss pilot program scope and success metrics
- 5 Address security compliance questions from their CISO
Follow Up On
- • Pilot program proposal was due by Friday — confirm it was sent (assigned to Priya)
- • Jordan committed to having SAML support in 6 weeks — get status update
- • Acme Corp requested Slack integration details — prepare demo
Previous Meetings with These Attendees
Sales Call — Acme Corp Enterprise Demo
May 12, 2026
Presented the enterprise tier. Strong interest in SSO, audit logs, and the API. They want a pilot with their DevOps team of 15.
Q1 Sprint Review — Product & Engineering
May 13, 2026
API migration at 85%. SSO prioritised over onboarding redesign based on enterprise pipeline.
Open Action Items
From previous meetings with these attendees
Send pilot program proposal to Acme Corp
Draft enterprise SSO technical spec
Unfulfilled Commitments
Open promises from prior meetings
Will have SAML and OIDC support ready in six weeks
by Jordan Lee → Alex Morgan
Send pilot proposal to Acme Corp by Friday
by Priya Sharma → Alex Morgan