⚡ VTKL BD Pipeline

Business development tracker — sourced from #sales conversations & transcripts

Updated Apr 17, 2026 · 2:45 PM PT
Active Opportunities
7
1 new this week
Needs Attention
3
Overdue or missing follow-up
Critical / Stale
1
Care Predictor — 16 biz days
Next External Gate
Fri
Jay ↔ E360 executives (Apr 18)
Hot Window
Mon
TZP could greenlight Apr 21
Hot / Urgent
Active / On Track
New Opportunity
Waiting / External Gate
Stale / Needs Attention
Dead / Closed
🔥 Hot — Time-Sensitive
Sole Consulting / Jay Soon — TZP PE Portfolio
🔥 Hottest
👤 Owner: Tony + Liem
📅 Last contact: Today (Apr 16)
⏱ Active
Key contacts: Jay Soon (Partner, Sole Consulting), CC (Cici), Chief of Staff · End client: TZP Group (PE firm)
⏰ Timing Signal

TZP could say "go ahead, get your teams together" as early as Monday Apr 21. Jay forwarding materials to Sole partners for buy-in this weekend. Demo videos + PE materials needed before Monday.

Next Actions
  • Send PE materials + demo videos by Saturday Tony
  • Jay re-watching Warren demo video, forwarding to CC Jay
  • Victor coordinating materials package for Jay Victor
⏳ External Gates — Watching
Sole Consulting / Jay Soon — E360 Displacement
External Gates
👤 Owner: Tony
📅 Last contact: Today
⏱ Active
Key contacts: Jay Soon · Liem (fiduciary framing) · Angle: Replace E360 — $25K/use case + $50K setup vs E360's $125K/use case
⏰ Timing Signal

Jay meeting E360 executives Friday Apr 18 and again Tuesday Apr 22. These meetings are prerequisites for Capital Group movement. Tony sending hard data email (cost comparison). Liem delivering fiduciary framing in person today/tomorrow.

Next Actions
  • Send cost comparison email to Jay Tony
  • Deliver fiduciary framing in person Liem
  • Follow up after Tue Apr 22 meetings Tony
Sole Consulting / Jay Soon — OC Vibe Pilot
Active
👤 Owner: Tony + Liem
📅 Last contact: Today
⏱ 2-4 week timeline once approved
⏰ Timing Signal

Liem sending Jay an email proposing the pilot — imminent, possibly today. 2-4 week execution timeline once Jay says yes. Jay said he'd re-watch Warren demo and forward to CC.

Next Actions
  • Send pilot proposal email to Jay Liem
  • If no confirmation from Jay by Monday Apr 21, nudge Tony
Liem — Warren vs Claude Side-by-Side
In Progress
👤 Owner: Liem
📅 Last contact: Today
⏱ Results by Monday
Purpose: Show Jay the gap between "advisor" (Claude) and "delivery engine" (Warren). Tony redirected Liem to SDLC-focused questions — enterprise roadmap → sprint plan → agentic estimation → actual delivery.
⏰ Timing Signal

Liem doing the comparison tonight/this weekend (with his daughter). Results feed into Jay's TZP decision. SDLC focus is designed to show the gap between advisor and delivery engine.

Next Actions
  • Complete side-by-side comparison this weekend Liem
  • If Liem doesn't share results by Monday, ping Tony
🆕 New Opportunities
Credera / Dbrav Dunkley — Omnicom
🆕 New High Potential
👤 Owner: Charlie + Tony
📅 Meeting: Today (Apr 16)
⏱ NDA pending
Decision makers:
• Dbrav Dunkley (Partner) — Economic buyer. Most enthusiastic. Invited everyone.
• Marshall Treadaway (Principal Architect, AI R&D) — Technical gatekeeper. Most skeptical.
• Maxwell Rank (Data Architect, Houston) — Technical champion. Already generating use cases.
End client: Quanta Services ($30M modernization), contact Nathan Hanks (VP IT, ex-Pariveda)
⏰ Timing Signal

Max independently pitched using Warren for BD acceleration. Dbrav said work was "outstanding and quite incredible." Marshall's concern: data engineering vs app dev — but BD use case sidesteps this objection. NDA + technical architecture briefing needed within 1 week. Texas meeting with Dbrav for partner buy-in (date TBD).

Next Actions
  • Send NDA to Credera — THIS WEEK (critical path) Joana
  • Technical architecture briefing doc for Max (awaiting Charlie's confirmation) Warren
  • Lock Texas meeting dates with Dbrav Tony
  • Send BD Accelerator POC proposal once NDA signed Tony
Valent Partners / Hector Martinez
🆕 New Strong Fit
👤 Owner: Tony
📅 Meeting: Today (Apr 16)
⏱ ~1 week for Hector to circulate
Key contact: Hector Martinez — Senior Partner, Valent Partners (Dallas TX). 35+ years enterprise tech consulting. Fortune 1000 + mid-market clients. 90% repeat/referral.
Angle: Channel/partner play — Valent embeds Warren in their delivery to clients. PMO automation as entry point.
⏰ Timing Signal

Hector will circulate with Valent partners this week. Aims to respond within ~1 week (by end of next week). Wants a deeper whiteboard session: "Here's a hypothetical client — how would we use Warren?" Tony scheduled follow-up during call. Two channels Hector sees: client-facing PMO automation + internal delivery acceleration.

Next Actions
  • Wait for Hector to circulate (by ~Apr 25) Hector
  • Prepare whiteboard session content (hypothetical client walkthrough) Warren
  • Follow-up meeting already scheduled Tony
🔴 Stale / At Risk
Care Predictor / Michael Kraus
🔴 Critical 16 Biz Days Idle
👤 Owner: Tony → Charlie
📅 Last contact: MNDA signed Mar 25
⏱ 13th consecutive daily alert
Key contact: Michael Kraus · Gate: Schedule Charlie ↔ systems engineer discovery call · Status: Liem texted Michael Apr 8 — no reply
⚠️ Status

Three weeks of zero momentum after MNDA signing. The sole gate is scheduling a technical discovery call between Charlie and their systems engineer. Liem's last text to Michael on Apr 8 got no reply. May be unrecoverable — one more attempt this week or declare cold.

Next Actions
  • One final attempt to schedule discovery call this week Tony
  • If no response, declare cold and deprioritize Tony
⚫ Closed
Cie Digital / Trent Johnson
Closed
👤 Owner: Tony
📅 Closed: Apr 16, 2026
NDA redline unresolved (12 biz days). All 3 committed intros overdue. Items deleted by Tony today. Not tracking.
🤖 Warren — Active Follow-ups

Actions Warren is currently executing — updated in real-time from #sales thread follow-ups.

🔥
TZP Materials Package
Architecture overview, sales pipeline walkthrough, and capability summary in progress. Coordinating with Victor. Tracking to Saturday delivery.
In Progress
📄
Credera Technical Architecture Briefing
1-pager drafted using Charlie's authoritative material. Posted for review in Credera thread. Awaiting sign-off, then formatting for Max.
Draft Ready
🎯
Valent Whiteboard Session Prep
Building hypothetical client scenario content for Hector's whiteboard session. Draft ready before ~Apr 25 response window.
Preparing
✅
Liem — Comparison Questions Delivered
6 structured comparison questions (consulting judgment + SDLC delivery + agentic estimation) provided to Liem. He's running the comparison this weekend.
Done
🔗 Cross-Thread Dependencies

⚡ Generated by Warren · Updated daily with the BD Follow-Up Tracker · Data sourced from #sales conversations & transcripts

Next update: Saturday Apr 18, 2026 · ~7:00 AM PT