Pulse

Live

Waiting for new inbound request

Received

›

Qualifying

›

Engaging

›

Human Approval

›

Meeting Scheduled

›

New 12

Agentic workflow pilot

Director of AI · Partner referral · Fortune 500

New 11:41 PM

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Qualifying 8

Security & compliance review

CISO Office · Security team form · Named account

Existing account found · Running enrichment...

Pulse running ICP 91

›

Engaging 21

Prospect replied about SSO

Pulse answered with approved sources · Waiting for reply

Response sent 10:22 PM

Data security evaluation

VP Engineering · Personalized outreach sent · Following up

Response sent 9:14 PM

Enterprise deployment inquiry

Head of AI Infrastructure · Awaiting prospect reply

Response sent 8:47 PM

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Human Approval Required 9

Custom data retention question

Standard questions answered · Custom terms require AE/legal review

Approval required 11:49 PM

Custom SLA commitment

Pulse paused · Non-standard uptime SLA requested

Approval required 10:55 PM

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Meeting Scheduled 18

Enterprise technical walkthrough

Meeting booked · Brief generated · Salesforce updated

Scheduled Tomorrow 2 PM

Security & deployment review

Technical demo · AE brief ready · Calendar invite sent

Scheduled Wed 11 AM

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Disqualified 17

Insights

3,387

opportunities this quarter

147

Active opportunities

87s

Avg qualification time

72%

Autonomous completion

2m 14s

Median first response

Human approvals

Meetings today

Chart Non-interactive

Measure

Slice

Segment

New Qualifying Engaging Approved Meeting Closed

Most human approvals this week are from custom security and data retention questions — consider expanding the approved response library for SOC 2 edge cases.

Enterprise AI assistant evaluation

Qualifying ICP 94 High confidence Strategic account Human approval: Not required yet

Contact Priya Raman

Title VP of IT

Email priya.raman@deloitte.com

Source Enterprise inquiry form

Received 11:47 PM EST

Product ChatGPT Enterprise

Type Demo / security eval

Owner Pending routing

Agent timeline

What's happening next

Lead received

11:47:03 PM ›

Inbound enterprise inquiry from priya.raman@deloitte.com — questions about SSO, SOC 2 and data residency · corporate domain confirmed.

Opportunity created Source tagged Corporate domain

Checking Salesforce

11:47:08 PM ›

Pulling up priya.raman@deloitte.com in Salesforce...

Create new contact under existing Deloitte account. No duplicate.

ICP: 94 · Enterprise evaluation · SSO, SOC 2, data residency intent · Routing → Enterprise Sales

Lead Enrichment

11:47:24 PM ›

Enriched company and contact profile from Clearbit and ZoomInfo to confirm ICP fit and buying motion.

Clay415K+ employees, $65B+ rev

ZoomInfoVP-level IT confirmed

Strategic enterprise Domain risk: Low

Searching for more data

11:48:03 PM ›

Building account context brief from Salesforce history, Gong call recordings, and Granola meeting notes.

Salesforce account & notes

Gong call recordings

Granola meeting notes

Knowledge base Searching

Existing contracts found · security-review blocker in Gong

Granola: Sarah Chen attended prior meeting

Searching knowledge base...

Strong ICP match confirmed · Named strategic account with prior closed-won history · Security concerns flagged across 3 Gong calls · Sarah Chen attended a prior meeting — referencing that for continuity · Drafting personalized first response now

Engaging prospect

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Sarah Chen <sarah.chen@openai.com>

To: priya.raman@deloitte.com · 11:31 PM

Re: Enterprise AI Assistant Evaluation — Next Steps

Hi Priya,

Thanks for reaching out — really excited about the possibility of working with Deloitte on this. I handle enterprise accounts in your region and would love to support your evaluation.

I've pulled together a quick overview of how we handle SSO, SOC 2 compliance, and data residency requirements for enterprise customers. Happy to arrange a technical deep-dive with our solutions team at your convenience.

Would you have 30 minutes this week for a call?

Best,
Sarah Chen
Enterprise Account Executive · OpenAI

Priya Raman <priya.raman@deloitte.com>

11:44 PM

Thanks for the quick turnaround. Before we schedule anything, I have a few compliance questions our security team will need answered:

1. Do you support SAML 2.0 SSO with Okta?
2. Can you share a current SOC 2 Type II report?
3. What data residency options do you offer? We need EU-only storage.
4. What is your standard data retention policy? We typically require 7-year retention for audit compliance.

Looking forward to hearing back.

Priya

Prospect is asking about security requirements — SSO, SOC 2, and data residency · Need to search approved knowledge sources before responding

Search approved knowledge sources

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Human approval

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# enterprise-approvals · Pulse · 11:49 PM

Hey @Sarah Chen — need a quick sign-off before I respond to Priya Raman (VP of IT, Deloitte) on a data retention question.

She's asking whether we can offer a 7-year retention policy for their financial compliance requirements. That's outside our standard 3-year policy so I can't commit without AE approval. SSO and SOC 2 questions are answered. This is the only blocker before scheduling a meeting.

Meeting scheduled & brief generated

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Sources touched

Salesforce

Account matched · 3 opps · Named owner found

Clay

Company size · Revenue confirmed

ZoomInfo

Org / persona confirmed

Internal rules

Strategic tier · Named AE required

Gong

3 calls found · security blocker flagged

Granola

2 meetings · Sarah Chen attended

Gmail

Email — pending

Slack

AE approval — pending

Calendar

Meeting — pending

Reasoning

Deloitte matched to an existing strategic Salesforce account. VP-level IT contact with SSO, SOC 2, and data residency intent. Prior closed-won history. Proceed as high-priority enterprise opportunity.

High confidence