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Account 360

Plain-language account briefing with evidence, ownership, and next action.

Meridian Packaging

buyerPackaging & FilmUnited States

Packaging film converter; the flagship relationship in the demo. Converting lines consume film-grade LLDPE on a recurring basis; trial lot previously lost on timing, current 4-truckload opportunity in flight.

Relationship health
68/100
Steady
Relationship owner
Avery Chen — Account Executive
Next action
Prepare Meridian options by 2 PM; confirm delivery window with Jordan
Data freshness
summary: 2026-08-15 · owner: 2026-08-01 · health: recomputed live

Relationship health — explained factors

Recency of interaction
92
Inquiry received this morning at 07:52 · Call with Jordan planned this afternoon
Responsiveness
74
Median reply time 6.4h over last 30 days · Awaiting delivery-window confirmation
Stakeholder coverage
55
Economic buyer and procurement identified · Decision authority role missing · Decision authority not yet mapped
Unresolved commitments
62
Salesperson promised options by 2 PM today · Customer to confirm delivery window tomorrow
Opportunity momentum
58
OPP-2026-014 at quote prepared · Recommendation awaiting human confirmation · No decision authority mapped

Stakeholder map

4 contacts
Economic buyercovered

Controls budget and final commercial terms.

EVElena Vasquezhigh influence
Decision authoritymissing

Signs off on the buying decision.

No contact mapped
Technical evaluatorcovered

Assesses grade fit, specs, and quality.

PSPriya Sharma
Procurement contactcovered

Runs sourcing, RFQs, and commercial process.

JEJordan Ellis
Operations / logisticscovered

Owns delivery, warehousing, and scheduling.

DKDaniel Kim
Relationship championmissing

Advocates internally for the relationship.

No contact mapped
Unknown / missing rolemissing

Contact exists but role coverage is missing.

No contact mapped
Coverage: 4 of 7 roles mapped · missing: decision authority, relationship champion, unknown / missing role

Living relationship graph

Leadership lens
employsemploysemploysemploysowns opportunityowns opportunityMeridian PackagingCompanyJordan EllisPersonElena VasquezPersonDaniel KimPersonPriya SharmaPersonMeridian — 4 truckloads LL…OpportunityMeridian — film-grade tria…Opportunity
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

2
Meridian — 4 truckloads LLDPE film grade
quote prepared
$96,800Prepare Meridian options by 2 PM; confirm delivery window with Jordan
Meridian — film-grade trial lot (lost)
lost
$28,600Lessons: quote faster on film-grade

Buyer needs

1
LLDPE film grade
4 truckloads · End of this month · Chicago, US
highopen

Open commitments

3
Return with LLDPE film-grade options by 2 PM today
We promised · due 8/16/2026, 3:00:00 PM
Jordan will confirm the delivery window tomorrow
They promised · due 8/17/2026, 8:00:00 AM
Elena expects timing-first proposals; reliability beats price
Commitment

Open follow-ups

5
Prepare Meridian options by 2 PM
high
Promised to Jordan on this morning’s call; buyer decision window closes this week
Confirm Meridian delivery window with Jordan
high
Jordan committed to confirm tomorrow; delivery window is the gating risk
Confirm human decision on Meridian recommendation
high
Recommendation is prepared; human authority required before any write-back
Map Meridian decision authority
medium
Decision authority is the largest stakeholder gap in the relationship
Call Elena for account pulse check
low
Economic buyer engagement steady; run-rate upside

Commercial memory timeline

  1. taskAug 20, 2026 7:00 AMSystem-generated
    Map Meridian decision authority
    Opportunity: OPP-2026-014
  2. taskAug 20, 2026 7:00 AMSystem-generated
    Call Elena for account pulse check
    Opportunity: OPP-2026-014
  3. taskAug 17, 2026 7:00 AMUser-entered
    Confirm Meridian delivery window with Jordan
    Opportunity: OPP-2026-014
  4. taskAug 16, 2026 2:00 PMUser-entered
    Prepare Meridian options by 2 PM
    Opportunity: OPP-2026-014
  5. taskAug 16, 2026 1:00 PMSystem-generated
    Confirm human decision on Meridian recommendation
    Opportunity: OPP-2026-014
  6. callAug 16, 2026 8:05 AMUser-entered
    Call with Jordan — confirmed needs, timing sensitivity, promised options by 2 PM.
    Involved: Jordan Ellis · buyer need · 2 promise(s) · Opportunity: OPP-2026-014
  7. commitmentAug 16, 2026 8:05 AMUser-entered
    Jordan confirmed delivery window will be shared tomorrow.
    Involved: Jordan Ellis · 1 promise(s) · Opportunity: OPP-2026-014
  8. callAug 16, 2026 8:05 AMUser-entered
    Jordan called to confirm needs; promised options by 2 PM.
    Involved: Jordan Ellis · Opportunity: OPP-2026-014
  9. meetingAug 10, 2026 10:00 AMIllustrative
    Account review with Elena and Jordan — trial-lot lesson: timing is the buyer’s top criterion.
    Involved: Elena Vasquez, Jordan Ellis · Opportunity: OPP-2026-014
  10. emailAug 8, 2026 4:30 AMIllustrative
    Email thread — Meridian asks about LLDPE film-grade availability and lead times.
    Involved: Jordan Ellis · Opportunity: OPP-2026-014
  11. emailAug 8, 2026 4:30 AMIllustrative
    Meridian inquiry: LLDPE film-grade availability and lead times.
    Involved: Jordan Ellis · Opportunity: OPP-2026-014
  12. taskApr 22, 2026 7:00 AMIllustrative
    Send Meridian welcome-back note after lost trial
    Opportunity: OPP-2026-001

Data gaps & source freshness

0 unknown roles
• summary: 2026-08-15
• owner: 2026-08-01
• health: recomputed live
• Source: Illustrative demo data
Simulated demonstration · illustrative commercial data · no live integrations · no external actions