VTKL — BD Pipeline Tracker

Active Opportunities

Valent, Igor, Clarkston, Unify

Closed Last Week

TZP + E360 (Jay → Basis)

Overdue Debriefs

Igor 8d · Clarkston 11d

Next Milestone

Jun 10

Valent kick-off (2 days out)

First Revenue

$5K

Valent SOW signed May 18

Active / On Track

Hot / Urgent

New Opportunity

Critical / Stale

On Hold

Closed

🟢 Active / On Track

Valent Partners / Hector Martinez

🟢 On Track First Revenue

👤 Owner: Tony + Liem

📅 SOW signed: May 18

💰 $5K / 2-week pilot

Key contacts: Hector Martinez (Partner), Nick Niver (Partner/Strategy), Matt Malone (Principal/AI), RJ Bicher (Managing/PMO)
Angle: Channel/partner play — Valent embeds Warren in client delivery. PMO automation as entry.

⏰ Timing

SOW signed May 18. Kick-off Wednesday Jun 10 — 2 days out. Aria deployed on EC2. Victor handling AWS + Teams integration. Deployment week Jun 9–13. First paid engagement. Make-or-break pilot.

Next Actions

Kick-off meeting Wed Jun 10 Tony
Ensure Aria EC2 deployment stable Victor
RJ project snapshots ready Liem
Matt Malone SDLC demo Tony

🔴 Hot / Urgent — Action Overdue

Igor Mandrosov / Trent Johnson

🔴 Status Unknown 8 Biz Days

👤 Owner: Tony

📅 In-person target: Wed May 27

⏱ 8 biz days — no confirmation

Key contacts: Igor Mandrosov, Trent Johnson
Context: Warm re-entry via Igor. Tony was with Trent Sun May 25. In-person meeting targeted Wed May 27 in LA.

⏰ Status

In-person meeting was targeted Wed May 27. 8 business days with no confirmation or debrief. Unknown whether the meeting occurred. Status check critical.

Next Actions

Confirm whether May 27 meeting happened Tony
Post debrief if it did Tony

Clarkston Consulting / Bob Lamont

🔴 Status Unknown 11 Biz Days

👤 Owner: Liem

📅 Pod meeting target: Fri May 22

⏱ 11 biz days — status unknown

Key contact: Bob Lamont
Firm: ~$110–120M consulting + SAP firm. NDA signed ✅.

⏰ Status

NDA signed. Pod meeting was targeted for Fri May 22. 11 business days with no status update. Unknown whether meeting occurred or was rescheduled. Status check critical.

Next Actions

Get status from Bob on pod meeting Liem
Reschedule if meeting didn't happen Liem

Unify Consulting / Dave Albano

🟠 Momentum Terminal 12 Biz Days

👤 Owner: Liem

📅 Meeting: Wed May 21

⏱ 12 biz days — Ethan → Krish overdue

Key contacts: Dave Albano (Chief Commercial Services Officer), Ethan (via Liem)
Target client: Adopt US Kids (Krish, Bay Area). Dave described internal IT as "a shit show" — strong AIPMO signal.

⏰ Status

Meeting with Dave Albano completed May 21. Post-meeting follow-up: Ethan → Krish connection for Adopt US Kids. 12 business days overdue on that intro. No internal projects — lead client candidate is Adopt US Kids. Momentum terminal without action.

Next Actions

Push Ethan → Krish intro or escalate Liem
Assess whether deal is recoverable Tony

🟣 New Opportunity

Built For Leaders / Chris Ruhe

🟣 New

👤 Owner: Liem

📅 Demo date: TBD (June)

⏱ Calendar sync in progress

Key contact: Chris Ruhe (Built For Leaders)
Angle: Transitions/growth consulting firm, sourced via Liem. Demo prep completed (dry run done May 11).

⏰ Status

Demo pushed to June. Chris and Liem syncing calendars. Demo prep complete and sitting ready. Date TBD.

Next Actions

Lock demo date with Chris Liem

🟠 Critical / Stale

Sole Consulting / Jay Soon — OC Vibe Pilot

🟠 7+ Weeks Stalled Dead

👤 Owner: Tony + Liem

📅 Last activity: Apr 23

⏱ 32+ biz days flagged

Key contact: Jay Soon (Partner, Sole Consulting)
Context: Smaller-scope pilot surviving on Liem's relationship with Jay after TZP + E360 losses. Pilot proposal from Liem has been pending since late April.

⏰ Status

Pilot proposal from Liem pending 7+ weeks. Flagged daily since May 4 — 32+ consecutive business days. No movement. Formally dead. Closure required.

Next Actions

Formally close or send the proposal Tony

Acorns / Pete Klein

💤 Stale

👤 Owner: Tony

📅 Meeting: Thu May 28

⏱ 8 biz days since meeting

Key contact: Pete Klein (VP Product Engineering)
Source: Liem intro. In-person meeting SoCal, May 28 at 12:30 PM.

⏰ Status

Moved to stale per Dukane (June 9). Meeting completed May 28, no debrief or recording received. No next steps defined.

🟡 On Hold

Credera / Dbrav Dunkley — Omnicom

On Hold

👤 Owner: Charlie + Tony

📅 Demo completed: Apr 23

⏱ Org turmoil — paused

Key contacts: Dbrav Dunkley (Partner), Marshall Treadaway (Principal Architect), Maxwell Rank (Data Architect — internal champion)
End client: Quanta Services ($30M modernization)

⏰ Status

Demo went well Apr 23 (Dbrav: "outstanding and quite incredible"). On hold due to Omnicom org turmoil — CFO laid off, NA CEO may be next. De-prioritized May 7. Max keeping it warm internally. Not tracking until org stabilizes.

⚫ Closed

Sole Consulting / Jay Soon — TZP PE Portfolio

Lost

📅 Lost: Apr 23, 2026

🏆 Won by: Basis

Jay couldn't grok AI/VTKL approach — needed apples-to-apples staffing swap he could articulate internally.

Sole Consulting / Jay Soon — E360 Displacement

Lost

📅 Lost: Apr 23, 2026

🏆 Won by: Basis

Same dynamic as TZP — conventional staffing swap at Capital Group.

🔗 Cross-Thread Intelligence

Valent is the #1 priority — first revenue, kick-off in 2 days. Everything else is secondary to a successful pilot launch.
2 debriefs overdue (Igor, Clarkston) — pipeline intelligence is degrading without post-meeting context from Tony/Liem. Acorns moved to stale.
Unify momentum terminal — 12 biz days on the Ethan → Krish intro. Either push now or accept the window has closed.
Soul/OC Vibe formally dead — 32+ biz days flagged. Decision needed: close it or finally send the proposal.
Credera paused but not lost — Omnicom org turmoil. Max keeping it warm. Re-engage when the dust settles.
Lesson from Sole losses — buyers who can't articulate AI value internally need a fundamentally different sales motion. Standard approach doesn't fit every buyer profile.

⚡ VTKL BD Pipeline