Meridian Trust — Agentic UI (Add-on)

Walked through the ramp pricing proposal. Gabriel Hayes pushed for an additional 10% off year 1 in exchange for a 3-year commit. Agreed on the path to signature pending final security clearance.

Forecast call Wednesday — anyone got a strong objection to keeping this in Commit?

Thanks for the great session today. The team is excited.

Gabriel Hayes just sent over a 40-question security addendum. Looping in our team.

Reviewed timing — they're targeting signature within 30 days assuming security review clears. Met with Meridian Trust's procurement lead to walk through their standard MSA and security exhibit requirements. Several material redlines flagged on data residency.

Heads up — Meridian Trust pushed back hard on pricing today. Working with deal desk on a ramp.

Gabriel Hayes — quick update on where we are: pulling the materials together and will have the next round to you by end of week. Let me know if anything else surfaces. — Sasha Kim

Quick one: which seats do you want provisioned first? Reps or RevOps?

Sasha Kim — thanks. Will review and come back with feedback by Friday. — Gabriel Hayes

Deal desk approved the ramp. Sending revised proposal tonight.

Gabriel Hayes — quick update on where we are: pulling the materials together and will have the next round to you by end of week. Let me know if anything else surfaces. — Sasha Kim

POV kickoff went well, Gabriel Hayes is bought in. Stakeholder list is solid.