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Account 360
Plain-language account briefing with evidence, ownership, and next action.
Keystone Energy Group
buyerEnergy & InfrastructureUnited StatesEnergy infrastructure supplier; PP pipe-grade certified supply under pricing.
Relationship health
73/100
Steady
Relationship owner
david-okafor
Next action
Deliver PP pipe-grade certification package
Data freshness
summary: 2026-08-14 · owner: 2026-08-01 · health: recomputed live
Relationship health — explained factors
Recency of interaction
78
Pricing discussion this week
Responsiveness
74
Consistent communication
Stakeholder coverage
70
Buyer + technical mapped
Unresolved commitments
68
Certification doc commitment open
Opportunity momentum
76
OPP-2026-005 at negotiation
Stakeholder map
2 contacts
Economic buyercovered
Controls budget and final commercial terms.
GLGrace Liuhigh influence
Decision authoritymissing
Signs off on the buying decision.
No contact mapped
Technical evaluatorcovered
Assesses grade fit, specs, and quality.
TOTom Osei
Procurement contactmissing
Runs sourcing, RFQs, and commercial process.
No contact mapped
Operations / logisticsmissing
Owns delivery, warehousing, and scheduling.
No contact mapped
Relationship championmissing
Advocates internally for the relationship.
No contact mapped
Unknown / missing rolemissing
Contact exists but role coverage is missing.
No contact mapped
Coverage: 2 of 7 roles mapped · missing: decision authority, procurement contact, operations / logistics, relationship champion, unknown / missing role
Living relationship graph
Leadership lens
CompanyPersonOpportunityNeedQuoteFollow-upSolid line = active
Select any node to refocus. Relationship type is encoded by wording and line treatment, not color alone. Strength shown as a dot; red dot = unresolved commitment.
Open opportunities
1
Buyer needs
1
PP pipe-grade
4 truckloads · Within 60 days · Pittsburgh, US
highopen
Open commitments
1
Deliver PP pipe-grade certification package
We promised · due 8/17/2026, 1:00:00 PM
Open follow-ups
1
Send Keystone certification package
highCertification is the gating item in negotiation
Commercial memory timeline
- taskAug 17, 2026 12:00 PMIllustrativeSend Keystone certification packageOpportunity: OPP-2026-005
- callAug 14, 2026 6:00 AMIllustrativePP pipe-grade pricing call — certification package is the gating item.Involved: Grace Liu, Tom Osei · 1 promise(s) · Opportunity: OPP-2026-005
- callAug 14, 2026 6:00 AMIllustrativePP pipe-grade pricing call.Involved: Grace Liu · Opportunity: OPP-2026-005
Data gaps & source freshness
0 unknown roles
• summary: 2026-08-14
• owner: 2026-08-01
• health: recomputed live
• Source: Illustrative demo data
Simulated demonstration · illustrative commercial data · no live integrations · no external actions