Concierge Workspace AI RDR active

Deal Teams

Every account where the Relationship Concierge is working for you. Each deal team encapsulates the offers, leads, intros, and connector roster for one target account — so you can answer "what is SmallWorld doing for me on the Postman account?" in one place.

Pipeline Influenced

$2.4M

across 12 active deal teams · last 90 days

Leads → Meetings

51%

vs. ~7% cold outreach baseline

Meetings This Q

47

38 with senior decision-makers

Closed-Won

4

influenced by warm intros · this Q

All Deal Teams 12 Closing This Q 5 Closing Next Q 4 Monitoring 24 Top of Funnel 24

Active priority 12 deal teams · Concierge working 24/7

Accounts where you've activated the Concierge. Tokens are spent here. Sorted by urgency — accounts with offers waiting and stalled intros first.

Postman Discovery

1,200 emp · API Tooling · Owned by David Rush · Coverage 52%

Closes Aug 31, 2026 · 124d

🙋2 offers 🔥5 leads 🤝3 intros

Working Updated 47m ago

Cloudflare Evaluation

3,800 emp · Edge Network · Owned by Mara Strickland · Coverage 38%

Closes Jun 14, 2026 · 46d

🔥3 leads ⚠️1 stalled

Working Updated 2h ago

Snowflake Proposal

7,500 emp · Cloud Data · Owned by David Rush · Coverage 74%

Closes May 30, 2026 · 31d

🙋1 offer 🤝4 intros

Working Updated 12m ago

Amplitude Discovery

900 emp · Product Analytics · Owned by Drew Gilliam · Coverage 30%

Closes Jul 22, 2026 · 84d

🙋2 bulletin replies

Working Updated 5h ago

Okta Evaluation

6,200 emp · Identity · Owned by Cameron Rose · Coverage 61%

Closes Sep 15, 2026 · 139d

🔥4 leads 🤝2 intros

Working Updated 1h ago

Demandbase Negotiation

900 emp · ABM Platform · Owned by Jenny Marshall · Coverage 88%

Closes May 12, 2026 · 13d

🤝1 intro awaiting outcome

Monitoring Coverage saturated

2,400 emp · Content Cloud · Owned by Drew Gilliam · Coverage 18%

Closes Oct 31, 2026 · 185d

bulletin posted · 0 responses yet

Working Searching paths

Databricks Evaluation

6,800 emp · Data & AI · Owned by David Rush · Coverage 46%

Closes Sep 30, 2026 · 154d

🔥2 leads 🤝1 intro

Working Updated 22m ago

Twilio Discovery

5,800 emp · Communications API · Owned by Mara Strickland · Coverage 42%

Closes Nov 15, 2026 · 200d

Paused By owner · 3d ago

Netskope Proposal

3,000 emp · SASE · Owned by Cameron Rose · Coverage 67%

Closes Jun 30, 2026 · 62d

🤝2 intros outcome pending

Working Awaiting outcomes

Palo Alto Networks Discovery

14,500 emp · Cybersecurity · Owned by Jenny Marshall · Coverage 24%

Closes Dec 31, 2026 · 246d

Working Mapping network

SentinelOne Evaluation

2,300 emp · Endpoint Security · Owned by Drew Gilliam · Coverage 55%

Closes Aug 15, 2026 · 108d

🔥2 leads 🤝1 intro

Working Updated 4h ago

Monitoring 24 deal teams · low-touch

Accounts the Concierge passively watches — no token spend, just signals. Promote one to active when the deal heats up.

1,400 emp · Revenue Intelligence · Owner: Drew Gilliam

🔥1 lead surfaced

Salesforce Prospect

74,000 emp · CRM · Owner: David Rush

network mapped · 0 leads

Mixpanel Prospect

500 emp · Product Analytics · Owner: Mara Strickland

🔥1 lead surfaced

Top of funnel 24 target accounts · not yet activated

Companies on your target list with no Concierge activity. Activate one to spin up a deal team and start the agent.

MongoDB Prospect

5,500 emp · Document Database · No owner

New Relic Prospect

2,200 emp · Observability · Owner: Cameron Rose

Square Prospect

13,000 emp · Payments · Owner: Jenny Marshall