Tasks
Your sales work queue — what needs doing, and by when.
| Task | Account / Contact | Related Opportunity | Priority | Due | Owner | |
|---|---|---|---|---|---|---|
Send Westfield Manufacturing case study | Westfield Manufacturing · Ian McAllister | — | medium | 10/09/2026 | Unassigned | |
Confirm Solstice Financial stakeholder map | Solstice Financial Group | — | low | 11/09/2026 | Unassigned | |
Call Lucy Ferguson about the proposal Proposal forwarded internally — active evaluation underway. | Brightpoint Technologies · Lucy Ferguson | Brightpoint Technologies — Team Scheduling | medium | 14/09/2026 | Unassigned | |
Follow up with Sarah Thompson on the proposal Proposal viewed twice this week — engagement is high. | Atlas Hotels Group · Sarah Thompson | Atlas Hotels — Workforce Scheduling | high | 15/09/2026 | Unassigned | |
Schedule compliance-focused demo for Northbridge Care James Okafor requested a second demo via CRM. | Northbridge Care Group · James Okafor | Northbridge Care — Compliance & Scheduling | high | 15/09/2026 | Unassigned | |
Prepare final pricing for Meridian Logistics Deal is in negotiation with an 82% win probability — close this quarter. | Meridian Logistics · Grace Liu | Meridian Logistics — Depot Workforce Platform | high | 16/09/2026 | Unassigned | |
Book discovery call with Owen Maguire National utilities contract win creates urgency — £265k opportunity. | Pinehurst Field Services · Owen Maguire | Pinehurst Field Services — National Rollout | high | 17/09/2026 | Unassigned | |
Introduce procurement process to Tom Reilly | Westfield Manufacturing · Tom Reilly | Westfield Manufacturing — Shift Planning | medium | 18/09/2026 | Unassigned | |
Loop in Arjun Mehta (IT Security) before next stage Flagged as a potential blocker — earlier involvement reduces risk. | Solstice Financial Group · Arjun Mehta | Solstice Financial — Workforce Experience | medium | 19/09/2026 | Unassigned | |
Research Carrington Retail before first outreach | Carrington Retail · Natalie Ho | — | low | 20/09/2026 | Unassigned | |
Research Greymont Facilities Management | Greymont Facilities Management | — | low | 21/09/2026 | Unassigned | |
Quarterly check-in with Callum Ross | Harborview Leisure · Callum Ross | Harborview Leisure — Rota Management | low | 22/09/2026 | Unassigned | |
Prepare quarterly business review for Lockhart Partners | Lockhart Partners · Eleanor Wright | Lockhart Partners — Platform (Closed Won) | medium | 25/09/2026 | Unassigned | |
Re-engage Riverside Education Trust after term start | Riverside Education Trust · Susan Ncube | — | low | 28/09/2026 | Unassigned |