Daybook · Avery Lindqvist, Account Manager, Ridgeline Systems
Monday · 2026-10-19
Two client meetings this morning, and you owe both of them something before you walk in: Millwood's revised quote and Harper's renewal answers. Millwood's close date slipped three weeks on Thursday. Over Run approved the wireless scope, so the next step there is install dates.
Today's meetings
3 meetings
9:30 am
Millwood Hotels: storage upgrade review External
Last touch Thursday: Jamie asked for revised lead times. Going in: bring the updated lead times; Micah has not seen the quote yet.
11:00 am
North Hill Aerospace: managed network renewal External
Last touch Oct 14: two renewal questions in chat, still open. Going in: answer both before she asks again.
2:00 pm
Weekly pipeline review
Millwood's close date moved to Nov 21 on Thursday's call. Say so before it comes up.
Your queue
6 items, in priority order
1
Send Jamie Osei the revised quote with lead times
You wrote on Thursday: “I'll send the revised quote with updated lead times by Friday.” Friday passed. She meets you at 9:30. Source: Email, Oct 15
2
Answer Harper Quintero's two renewal questions
Support contract scope and the price for a second site. Asked in chat on Oct 14; nothing sent since in email or chat. Source: Chat, Oct 14
3
Send Linden Bluff Transit the site survey checklist
Action item from Wednesday's meeting, assigned to you, due this week. Source: Meeting notes, Oct 14
4
Confirm the install window with Over Run Partners
They approved the wireless scope on Friday and asked for two dates. Source: Email, Oct 16
5
Nudge Glenbridge Partners for the signed purchase order
Procurement joined the thread on Thursday; legal review starts this week. Source: Email, Oct 15
6
Book the quarterly review with Westwater Biologics
Their CFO, Reese Castillo, is new to the account. Introduce yourself first. Source: Calendar, last review Jul 22
Click a row for detail and a note box. Checks and notes stay in this browser.
For awareness
3 items, no action needed
Email
Copper Creek Media forwarded your proposal to their new IT director.
Oct 16, from Gray Ellison
Chat
Taylor Brooks is quoting a second room kit at Millwood. Same account, different buyer.
Team chat, Oct 16
Internal
Distributor lead times on core switches moved out two weeks.
Operations update, Oct 16
Waiting on you
2
Harper QuinteroWaiting on you · Network Manager, North Hill Aerospace3 days
Two renewal questions on managed network services.
Jamie OseiWaiting on you · Director of Operations, Millwood Hotels2 days
Revised quote with lead times, promised for Friday.
Glenbridge PartnersWaiting on them · Procurement4 days
Signed purchase order. Suggested nudge: Wednesday.
Over Run PartnersWaiting on them · Facilities1 day
Floor plan for the wireless survey. Suggested nudge: Tuesday.
Accounts in motion
4
| Client | Status | What's happening |
|---|---|---|
| Millwood Hotels | At risk | Close date moved from Oct 31 to Nov 21 on Thursday's call. Quote revision owed. |
| Glenbridge Partners | Active | Procurement joined the thread; legal review starts this week. |
| Over Run Partners | Approved | Wireless deployment scope approved Friday. Install dates next. |
| North Hill Aerospace | Renewal | Managed network renewal in 41 days; two questions open. |
Risk to watch
Close date slipped
Millwood Hotels moved from Oct 31 to Nov 21, and the quote they asked for is two days late. Today's 9:30 is the chance to reset it.
Yesterday's wins
2 items
✓
Over Run Partners approved the wireless deployment scope.
✓
Copper Creek Media moved the network refresh to their board agenda.