Who is the MarTech org leader?
The economic buyer is described only as "Barry's boss" and "the leader of the digital MarTech org." No name, no direct engagement, no relationship.
Ask Brandon: "Can you share the name and title of the person Verpee submitted the budget request to?"
What is Verpee's exact title?
Verpee is championing internally but we don't know their formal authority, budget ownership, or political capital with the MarTech org.
Clarify with Brandon during next sync.
Who is Barry and what's his role?
Barry is referenced as a reporting layer. Unknown whether he influences or is involved in the budget decision.
Ask Brandon: "Is Barry involved in the funding decision, or does this go directly from Verpee to his boss?"
Procurement contact?
Brandon says paper process is straightforward, but no procurement contact is named. Need to avoid delays once budget is approved.
Have order form ready. Ask Brandon to identify procurement upon budget approval.
Contract signatory?
Unknown who signs. May depend on which org provides funding.
Determine once funding source is confirmed.
Nol Franklin engagement gap
Last direct contact was 2026-01-16 — two months ago. He is the technical validator for the business case. Need to confirm pilot data supports the pitch.
Re-engage Nol on technical progress, Slack integration status, and agent utilization needs.
Trailhead team budget holder?
Trailhead MAU is a separate opportunity. Brandon shared pricing but we don't know who decides on that team.
Ask Brandon for Trailhead team contact if budget response is positive.
Legal / security review required?
Unknown whether Salesforce requires legal review, security assessment, or architecture board approval for a ~$70-80K AI tool purchase.
Ask Brandon: "Once funded, are there any legal or security reviews required before signatures?"
✓ Executive readout outcome
RESOLVED: End-of-Feb executive readout received positive reception. Leadership supportive.
Led to current budget request path.