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Forecast 및 Next Action

핵심 마일스톤에 따라 다음 액션이 자동으로 결정됩니다.

Forecast (effective)Likelyrecommended
Baseline date → Current date
—→none
Source: none
Next ActionSend the contractDue date not set
Baseline amount → Current amount
—→—

세일즈 진행 전 필수로 파악해야 할 정보입니다.

모든 세일즈 활동을 기록해서 딜을 관리하세요.

딜 워크스페이스

deal-9bcddeb8
Alianza Team · Colombia (CO)
📞 통화 요청
관심도
아웃리치
05/08 21:39
답장 수신
05/08 21:39
딜 생성
05/08 21:39
담당자 배정
05/11 09:32
AE 첫 연락
05/13 08:31
Manual
첫 미팅 예약
-
Discovery
Discovery Meeting Completed
-
가치 제안
가치 제안 미팅 완료
-
제안서
제안서 발송
-
협상
협상 완료
08/12 09:00
계약서 발송
-
계약 진행
계약 서명
-
첫 결제 완료
-
수주 완료
최종 결제 완료
-

판매 제품

이 딜에서 제안할 제품을 선택하세요. 제품을 선택하면 해당 제품의 딜 금액 옵션이 표시됩니다.

미설정

딜 참여자

이메일을 주고받을 고객 연락처를 등록하세요.

Tridge 담당자
AE Nicolas Dawson (nicolas.dawson@tridge.com) Primary
AE Justin Roh (justin.roh@tridge.com)
BDR Jian Shin (jian_shin2@tridge.com)
+ AE 추가
고객 연락처
1 maria mashali (maria.mashali@alianzateam.com) 대표
2 (juan.sandoval@alianzateam.com)
3 (zaira.cobos@alianzateam.com)
4 (andres.rivera@alianzateam.com)
5 (notificaciones@alianzateam.com)
+ 고객 연락처 추가
미팅 이력
추가 미팅 기록이 필요하면 우측 버튼을 이용하세요.
아직 미팅 이력이 없습니다.

전송된 제안서

제안서 링크 및 첨부파일

아직 제안서 기록이 없습니다.

서명된 계약서

계약서 링크 및 첨부파일

아직 계약서 기록이 없습니다.

결제 이력

분할 납부 일정에서 실제 입금을 기록한 이력입니다.

아직 결제 이력이 없습니다.

활동 기록

3
Manual 2026/10/01 11:45

“Hi Nicolás, I hope you are doing very well. I am writing to you after holding a couple of strategic review meetings with María Angélica between yesterday and today. After analyzing the year-end planning in detail, we have reached the conclusion that it will not be possible for us to execute the contract signature with Tridge during the remainder of 2026. We want to make it clear that we maintain a high interest in Tridge's proposal and services; however, due to strict budget adjustments for this period, we find ourselves needing to pause the current process. Our intention is to resume conversations starting in January to move forward with a new version of the contract and formalize the alliance for next year. I sincerely thank you for all the willingness, time, and support you have provided us during this process. We will stay in touch. Best regards,”

Nicolas Dawson
negotiation_done 2026/08/13 11:34

US$12,450 for 6 months campaign BredenMaster

Nicolas Dawson
Tridge Team Updated 2026/08/13 09:12

AE Nicolas Dawson을(를) 추가했습니다. (primary)

System
▶️ 다음 액션
🖥️ 데모 진행 상태
준비 대기 📝 데모 생성 지침: 2 💰 Tier 3 — $4099/year ($389 / 월)
📧 이메일 대화 전체 보기 ↓

Manual Activity

기록이 필요한 추가 활동이 있다면 입력하세요.

활동 기록

활동 수정

미팅 예약 수정

미팅 완료

미팅 수정

단계 날짜 수정

단계 변경

단계 변경 사유와 다음 액션을 메모하세요.

단계 되돌리기

이전 단계로 되돌리는 사유를 메모하세요.

미팅 예약

미팅 일정을 등록합니다

미팅 예약 확정

예약 확정에 대한 메모를 선택적으로 남길 수 있습니다.

미팅 완료

딜 정보

미팅 후 새롭게 확인한 딜 정보가 있다면 수정하세요.

회사 정보

고객 프로필

수동 추가 (저장 시 딜 고객 연락처에 자동 등록)

Account Analysis 링크를 붙여넣거나 파일을 첨부하세요.

Meeting Transcript 링크를 붙여넣거나 파일을 첨부하세요.

미팅 취소

미팅을 취소하는 사유를 입력하세요. 필수 항목입니다.

마일스톤 완료 취소

이후 단계와 마일스톤 날짜가 초기화됩니다.
(활동 기록은 보존됩니다)

미팅 수정

마일스톤 관리

날짜 수정

날짜를 선택하세요.

되돌리기

이후 단계와 마일스톤 날짜가 초기화됩니다.

결제 완료 처리

정말 고객 결제가 완료되었나요?

이 동작은 되돌릴 수 없습니다.

Alianza Team

Qualified Open 📞 Call Requested

업체 정보

업체 기본 정보입니다.

Contact
maria mashali
Email
maria.mashali@alianzateam.com
Country
Colombia (CO) America/Bogota
Phone
—

Deal Classification

Lead source and opportunity type for this deal.

Lead Source
AI OB
Opportunity Type
New Business

Business Type

딜 담당자가 직접 작성한 업체의 Business Type입니다.

Business Type
—
Business Subtype
—

AI Qualification

AI가 분류한 업체의 GTM 정보입니다.

GTM Segment
—
GTM Subsegment
—
Company Size
—
Company Products
—

Qualification (3/3)

Market Expansion Intent
BredenMaster enfocado en Perú para el piloto inicial
Market Intelligence Gap
Needs a tailored demo view for Breden to assess procurement insights; has not seen it yet
Commercial Stage
implementation: vendor onboarding in progress; SA countersignature pending; pilot scope confirmed for GTM Peru; bank certification to be shared via secure channel post-confirmation

Company Profile (Pricing Intel)

Trade Volume
Not inferred
Revenue Scale
Not inferred
Supply Chain Complexity
Coordinación LatAm–APAC; proveedor con contacto en Corea.
Detected Language
es

💰 가격 점수

Tier
Tier 3
Price (USD)
$4099
Market Factor
2 / 3
Scale Factor
0 / 3
Value Factor
1 / 2
Complexity Factor
0 / 2

Colombia is a strong-secondary market (2). No company revenue info so assumed small/unknown (0). Scheduling a targeted live review shows moderate interest but no urgent intelligence gap (1). Focus on a single commodity (palm oil) implies low complexity (0), yielding raw score 3 → Tier 3.

생성: 2026-08-19T15:12:55Z

Conversation Summary

Zaira reaccionó positivamente al mensaje previo. Respondimos confirmando que el certificado bancario se enviará por un canal seguro y solicitamos que indiquen su método preferido (portal, correo cifrado ZIP+clave o alternativa segura). Señalamos que, tras la activación del proveedor, iniciaremos el piloto Perú y enviaremos estados semanales por email en las primeras semanas.

Next Topic

Una vez confirmen el canal seguro para el certificado bancario, enviar el documento y acordar ETA de activación del proveedor; después, alinear los primeros SKU/KPI del piloto Perú.

데모 준비

ID: dr-a8b12c4f

Pending
가격 제안
▾
Tier
3
/ 10
Annual Price
$4099
/ year / 1 seat
Monthly Price
$389
/ month / 1 seat
Market
2
/ 3 · WTP
Scale
0
/ 3 · 규모
Value
1
/ 2 · 긴급도
Complexity
0
/ 2 · SCM
산정 근거

Colombia is a strong-secondary market (2). No company revenue info so assumed small/unknown (0). Scheduling a targeted live review shows moderate interest but no urgent intelligence gap (1). Focus on a single commodity (palm oil) implies low complexity (0), yielding raw score 3 → Tier 3.

데모 생성 지침
▾
Prompt 1

"Quiero importar BredenMaster para Colombia; crea un dashboard que compare proveedores de Perú y Colombia por precio, volumen disponible y tiempo de entrega para seleccionar proveedores."

Prompt 2

"Para el piloto en Perú, muestra tendencias de precios de importación y disponibilidad de BredenMaster desde Perú a Colombia, con alertas de riesgo para planear compras semanales."

Email Thread (112)

→ 발신 sent 📎 1 nicolas.dawson@tridge.com → andres.rivera@alianzateam.com
25d ago 보기
본문 보기
이전 메일 보기 ← 수신 · andres.rivera@alianzateam.com · 29d ago
← 수신 received andres.rivera@alianzateam.com → nicolas.dawson@tridge.com
29d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 30d ago
→ 발신 sent 📎 49 nicolas.dawson@tridge.com → andres.rivera@alianzateam.com
30d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 32d ago
→ 발신 sent 📎 44 nicolas.dawson@tridge.com → andres.rivera@alianzateam.com
32d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 36d ago
→ 발신 sent 📎 44 nicolas.dawson@tridge.com → andres.rivera@alianzateam.com
36d ago 보기
본문 보기
이전 메일 보기 ← 수신 · andres.rivera@alianzateam.com · 36d ago
← 수신 received 📎 47 andres.rivera@alianzateam.com → nicolas.dawson@tridge.com
36d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 36d ago
→ 발신 sent 📎 42 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
36d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 38d ago
→ 발신 sent 📎 37 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
38d ago 보기
본문 보기
이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 38d ago
← 수신 received 📎 37 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
38d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 38d ago
→ 발신 sent 📎 33 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
38d ago 보기
본문 보기
이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 38d ago
← 수신 received 📎 32 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
38d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 38d ago
→ 발신 sent 📎 27 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
38d ago 보기
본문 보기
이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 38d ago
← 수신 received 📎 29 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
38d ago 보기
본문 보기
이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 39d ago
← 수신 received 📎 27 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
39d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 39d ago
→ 발신 sent 📎 23 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
39d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 39d ago
→ 발신 sent 📎 17 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
39d ago 보기
본문 보기
이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 39d ago
← 수신 received 📎 17 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
39d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 40d ago
→ 발신 sent 📎 13 nicolas.dawson@tridge.com → andres.rivera@alianzateam.com (CC: Zaira Cobos Benavides <zaira.cobos@alianzateam.com>)
40d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 44d ago
→ 발신 sent 📎 8 nicolas.dawson@tridge.com → andres.rivera@alianzateam.com (CC: Zaira Cobos Benavides <zaira.cobos@alianzateam.com>)
44d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 44d ago
→ 발신 sent 📎 1 nicolas.dawson@tridge.com → andres.rivera@alianzateam.com (CC: Zaira Cobos Benavides <zaira.cobos@alianzateam.com>)
44d ago 보기
본문 보기
이전 메일 보기 ← 수신 · andres.rivera@alianzateam.com · 44d ago
← 수신 received andres.rivera@alianzateam.com → nicolas.dawson@tridge.com (CC: Zaira Cobos Benavides <zaira.cobos@alianzateam.com>)
44d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 45d ago
→ 발신 sent 📎 93 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
45d ago 보기
본문 보기
이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 46d ago
← 수신 received 📎 93 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
46d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 46d ago
→ 발신 sent 📎 89 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
46d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 52d ago
→ 발신 sent 📎 82 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
52d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 52d ago
→ 발신 sent 📎 77 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
52d ago 보기
본문 보기
이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 52d ago
← 수신 received 📎 78 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
52d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 60d ago
→ 발신 sent 📎 73 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
60d ago 보기
본문 보기
이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 60d ago
← 수신 received 📎 72 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
60d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 60d ago
→ 발신 sent 📎 68 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
60d ago 보기
본문 보기
이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 60d ago
← 수신 received 📎 67 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
60d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 65d ago
→ 발신 sent 📎 87 nicolas.dawson@tridge.com → andres.rivera@alianzateam.com (CC: "Maria Angélica Mashali Peñaranda" <maria.mashali@alianzateam.com>)
65d ago 보기
본문 보기
이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 66d ago
← 수신 received 📎 67 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>)
66d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 66d ago
→ 발신 sent 📎 62 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>)
66d ago 보기
본문 보기
이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 66d ago
← 수신 received 📎 62 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>)
66d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 66d ago
→ 발신 sent 📎 57 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>)
66d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 67d ago
→ 발신 sent 📎 52 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>)
67d ago 보기
본문 보기
이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 67d ago
← 수신 received 📎 52 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>)
67d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 67d ago
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67d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 67d ago
→ 발신 sent 📎 83 nicolas.dawson@tridge.com → andres.rivera@alianzateam.com (CC: "Maria Angélica Mashali Peñaranda" <maria.mashali@alianzateam.com>)
67d ago 보기
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이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 68d ago
← 수신 received 📎 47 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>)
68d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 68d ago
→ 발신 sent 📎 42 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>)
68d ago 보기
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이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 68d ago
← 수신 received 📎 42 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>)
68d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 70d ago
→ 발신 sent 📎 77 nicolas.dawson@tridge.com → andres.rivera@alianzateam.com (CC: "Maria Angélica Mashali Peñaranda" <maria.mashali@alianzateam.com>)
70d ago 보기
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이전 메일 보기 ← 수신 · andres.rivera@alianzateam.com · 70d ago
← 수신 received 📎 76 andres.rivera@alianzateam.com → nicolas.dawson@tridge.com (CC: "Maria Angélica Mashali Peñaranda" <maria.mashali@alianzateam.com>)
70d ago 보기
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이전 메일 보기 ← 수신 · andres.rivera@alianzateam.com · 70d ago
← 수신 received 📎 2 andres.rivera@alianzateam.com → nicolas.dawson@tridge.com
70d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 71d ago
→ 발신 sent 📎 71 nicolas.dawson@tridge.com → andres.rivera@alianzateam.com (CC: "Maria Angélica Mashali Peñaranda" <maria.mashali@alianzateam.com>)
71d ago 보기
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이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 71d ago

Context Analyzer

Conversation Flow

Step 1: Jian Shin (Tridge) informed Maria about Malaysian palm oil 2026 outlook and offered Sourcing Intelligence demo. Step 2: Juan (Alianza) replied and shared meeting link to review the tool. Step 3: Nicolás (Tridge) took over, introduced Tridge Ark Partner Program and asked for Juan's calendar link. Step 4: Juan shared his HubSpot meetings link and meeting was tentatively confirmed. Step 5: Nicolás shared a formal Enterprise proposal (US$41,400/year) and requested a review call with HQ; Juan said budget was outside their plan. Step 6: Nicolás proposed a 6-month Enterprise Pilot Sprint as a lower-risk alternative and followed up multiple times. Step 7: Troy (Tridge) created and delivered a BredenMaster sample Ark portal and proposal (6- and 12-month options) and shared access credentials. Step 8: Maria requested demo review and scheduled meetings; Tridge and Alianza coordinated several meeting attempts and eventually met on Aug 12 to review. Step 9: After the Aug 12 meeting, Nicolás proposed running three 6-month pilots (BredenMaster US, Alianza Brazil, Foodservice Mexico); Alianza decided to start BredenMaster but limited to Peru. Step 10: Alianza (Zaira) initiated manual supplier-creation process and requested onboarding documents/forms to be completed and signed; Nicolás confirmed he will provide the documents and proposal adjusted to Peru.

Customer Intent

Alianza confirmed they will start the BredenMaster project limited to Peru and requested the final commercial proposal tailored to Peru plus completion of vendor onboarding (signed onboarding form/annex and supporting documents).

Sentiment

Positive and operational — Alianza is committed to begin the BredenMaster pilot (now limited to Peru) and is proactively completing vendor onboarding; internal bandwidth and compliance checks are the remaining friction points.

Unanswered Questions

Alianza still needs the completed and signed onboarding form/Annex I (or incumbency), business license/tax registration, and bank certification from Tridge; Andrés needs to set up periodic internal follow-up meetings with Nicolás (requested by Maria).

Pending Promises

Provide the onboarding documents/forms completed and signed (Nicolás said he'd return documents 'in the night'); deliver any Peru-specific version of the commercial proposal attachments (Nicolás said he attached a PDF but Alianza requested the 'última propuesta' and later Nicolas stated he had specified GTM Peru).

Topic Context

'la propuesta' → refers to the Tridge Ark commercial proposal for BredenMaster (options for 6- and 12-month pilots) and specifically the version now adjusted to target Peru. 'creación' / 'creación de proveedor' → refers to Alianza Team's vendor onboarding/manual supplier creation process in their procurement system (not creation of product/service). 'portal demo/Portal de Muestra BredenMaster' → refers to the interactive Tridge Ark demo account created for BredenMaster (link + password previously shared). 'formulario' → refers to the onboarding form Annex I (or incumbency certificate) that must be completed and signed by Tridge's legal representative for vendor registration. 'documentos' → refers to: completed/signed onboarding form, Annex I or incumbency, business license with tax registration, and bank certification for international wire details.

Next Step Suggestion

Reply by email attaching the final Peru-specific commercial proposal (PDF) and in the same message include the onboarding package: the completed onboarding form (or a clear timeline if legal signature is pending), Annex I/incumbency guidance, business license, and bank certification; explicitly list which documents you attach and which will follow with exact ETA. Ask Zaira to confirm receipt and the preferred file format, and ask Andrés (copied) to confirm the cadence and owner for periodic progress updates (e.g., 'please propose a weekly/biweekly status update schedule via email and who will own it'). Do NOT propose a call — keep all coordination and approvals via email and request confirmation of next steps and signatures.

← 수신 received 📎 42 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>)
71d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 71d ago
→ 발신 sent 📎 66 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: "Maria Angélica Mashali Peñaranda" <maria.mashali@alianzateam.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
71d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 71d ago
→ 발신 sent 📎 37 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>)
71d ago 보기
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이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 72d ago

Sales Committee Deliberation

approval_blocker medium
Sensitive Topic Detected

Customer is initiating formal vendor onboarding and compliance due-diligence requiring signed forms and legal/banking documents — this is an approval/onboarding blocker that must be completed before the project can proceed.

""As part of our vendor onboarding and compliance due diligence procedures, we kindly request your support in completing the attached onboarding form and providing the documentation listed below applicable to your company." / "Requested documentation: Completed and signed attached form... Business License... Bank certification containing the company’s banking and international wire transfer information.""

Agenda

Alianza has formally requested completion of onboarding forms plus legal and bank documents (an approval/onboarding blocker). For our next email, should we (A) deliver all requested documents immediately to unblock onboarding, (B) provide a phased submission that withholds bank details until secure confirmation/Service Agreement, or (C) pause and request precise clarifications/secure channels while escalating internally before sending any sensitive documents?

A: Full Immediate Compliance

Send the completed onboarding form, Annex I/incumbency, business license and bank certification now, attach signed documents, confirm manual creation is underway, and ask for confirmation that vendor record is active to proceed — fastest path to unblock but shares sensitive bank data early.

B: Phased Sensitive Submission

Email the signed form, corporate/incumbency and business license now but propose to deliver bank certification only after Alianza confirms a secure upload channel or after the Service Agreement is countersigned; this advances onboarding while protecting banking details.

C: Clarify & Escalate

Reply asking for specific clarifications (acceptable formats, whether Incumbency can replace Annex I, secure method for bank info, expected timeline) and escalate internally to obtain compliance sign-off before sharing sensitive documents — safer but delays onboarding.

Member Analyses
Negotiation Tactician

Analysis: This thread shows clear buying intent: Maria confirmed starting the BredenMaster pilot (Peru) and Zaira has initiated manual vendor creation and requested the onboarding form, Annex I/incumbency and corporate docs. Asking for bank certification is a standard compliance requirement but it's high-sensitivity data and their own compliance team is still resolving access issues, so sending banking details over email before a secure channel or an executed Service Agreement would be premature. Alianza’s BATNA is moderate — they can delay or onboard another provider, but they’ve already committed to proceed which gives us leverage to request safer transfer methods. The optimal next move is to advance the onboarding by emailing all non-sensitive documents now (signed form, incumbency/Annex I, business license) while formally withholding bank certification until Alianza confirms a secure upload mechanism or the Service Agreement is countersigned. Customer response is likely to accept phased delivery because it moves onboarding forward while respecting their compliance process; they may press for bank details, so be prepared to offer specific secure alternatives and timelines.

Recommendation: Choose Option B: submit the completed onboarding form, incumbency/Annex I and business license now, and explicitly state that bank certification will follow via their secure upload channel (or upon countersigning the Service Agreement); ask for the name/contact of their compliance person and expected secure method/timeline in the same email.

Risk: The downside is a small delay in full vendor setup and potential pushback if Alianza treats bank certification as an immediate blocker; the upside is avoiding exposure of sensitive banking data and maintaining control of the exchange.

Value Strategist

Analysis: Tridge’s concrete value to Alianza is operational: run the pilot sprint (buyer discovery, verified prospects and GTM execution for BredenMaster in Peru) — onboarding is the gating step to start delivering those measurable commercial outcomes. The requested corporate documents (signed form, Annex/Incumbency, business license) materially accelerate manual vendor creation and let us begin work; bank certification, however, is high-sensitivity data that introduces fraud/compliance risk if shared before a secure channel or a countersigned Service Agreement. Framing cost as an investment: accelerating onboarding by providing non-sensitive docs now increases the probability we generate the first qualified buyer (which can alone justify the program cost), while delaying only the bank details preserves security. The real cost of not acting is lost momentum and missed first-mover opportunities in Peru — delays of days/weeks reduce probability of early contracts and weaken the ROI case.

Recommendation: Recommend Option B: send the completed onboarding form, Annex/Incumbency and business license immediately to unblock manual creation, and deliver bank certification only after Alianza confirms a secure upload channel or the Service Agreement is countersigned to protect sensitive banking data.

Risk: Key downside: Alianza’s compliance or payments team may insist on full documentation (including bank certification) to complete vendor setup, so withholding the bank certification could still delay payment setup and campaign start if not accepted; conversely, sending bank data too early exposes Tridge to unnecessary fraud/compliance risk.

Relationship Advisor

Analysis: Alianza's team is engaged and positive — they confirmed moving forward with BredenMaster for Peru and have asked Tridge to complete onboarding, but they are procedurally cautious (Zaira has escalated compliance and there was an IP/access issue). Their tone is cooperative but compliance-driven: they expect formal, traceable steps and will view requests for sensitive data through a risk lens. Further contact will be welcome if it is focused, low-friction and shows respect for their controls (secure channels, minimal ask), but an intrusive push for bank details now could damage trust. This looks like genuine interest, not a polite decline; momentum is real and should be protected by sensible safeguards rather than full-stop delays.

Recommendation: Recommend Option B: submit the signed onboarding form, Annex/incumbency and business license now to keep momentum, and explicitly withhold bank certification until Alianza confirms a secure upload channel or the Service Agreement is countersigned — offer concrete secure alternatives (encrypted portal link, in-person/secure email, or delivery after SA).

Risk: Key downside: delaying bank details will slow ‘complete’ vendor creation and could postpone payments or go-live steps; conversely, sending bank info too early risks appearing careless about security and may harm trust or trigger Alianza's compliance concerns.

Final Decision

Option B — Phased Sensitive Submission. All three experts recommended Option B and their analyses converge: advance onboarding by sending non-sensitive documents now while protecting banking information until a secure channel or countersigned Service Agreement is confirmed. This preserves momentum, aligns with Alianza’s compliance posture, and minimizes fraud/compliance risk.

Approach: Send the signed onboarding form, Annex I/incumbency and business license as attachments in the next email and explicitly state that bank certification will follow only after Alianza confirms a secure upload method or after the Service Agreement is countersigned. Offer two concrete secure transfer options and request the compliance contact and expected timeline; commit to uploading the bank certification within 48 hours of confirmation. Keep the message short, action-oriented, and reassuring to preserve momentum while respecting compliance.

Draft Opening: Thanks — attached are our signed onboarding form, Annex I/incumbency and business license so you can start vendor creation; we will deliver our bank certification as soon as you confirm a secure upload channel or once the Service Agreement is countersigned.

Key Arguments: 1) Move momentum: submitting the signed onboarding form, Annex I/incumbency and business license now enables manual vendor creation and lets the pilot start — this reduces the risk of losing first-mover advantage in Peru. 2) Protect sensitive data: bank certification is high-sensitivity and should only be transferred via a secure, traceable channel or after the Service Agreement is countersigned to respect Alianza’s compliance and reduce fraud risk. 3) Minimize delay with clear alternatives: offer specific secure transfer options (their secure portal, an encrypted upload link, or delivery after SA countersignature) and commit to a rapid delivery window (within 48 hours) once confirmed. 4) Request compliance contact and timeline: asking for the name and preferred secure method from their compliance/payments contact reduces back-and-forth and prevents misunderstandings. 5) Be transparent about trade-offs: withholding bank details may slightly delay final vendor/payment setup but is the best balance of speed and security.

Draft Closing: Please confirm the secure upload method and/or the contact in your compliance team and I’ll arrange to deliver the bank certification within 48 hours of that confirmation.

Tone: Professional, concise, cooperative and security-focused — reassure them you prioritize their compliance controls while keeping momentum for the pilot.

Concession Boundary: We will provide all non-sensitive corporate documents immediately (signed onboarding form, Annex I/incumbency, business license). We will provide bank certification only via Alianza's confirmed secure upload channel or after the Service Agreement is countersigned; we can commit to deliver the bank certification within 48 hours of that confirmation. Off-limits: we will not send bank details over unsecured email, nor will we offer price concessions or other commercial discounts to accelerate compliance.

Warnings: Do not send bank certification or full bank details over unsecured email. Do not delay sending the non-sensitive documents (that would kill momentum). Do not offer discounts or commercial concessions to bypass compliance. Do not propose a call or meeting as the next step; keep the exchange via email and a secure upload channel. Do not promise any manual deliverables beyond what’s documented in the onboarding forms.

Context Analyzer

Conversation Flow

Step 1: Jian Shin contacted Alianza Team offering Tridge Sourcing Intelligence and palm oil 2026 outlook. Step 2: Juan Sandoval expressed interest and shared his meeting links. Step 3: Nicolás Dawson took over, introduced Tridge Ark Partner Program and requested scheduling. Step 4: Team demo/meeting took place and Nicolás shared an Enterprise proposal (12-month) with pricing. Step 5: Juan said cost was above budget; Nicolás proposed a 6-month Enterprise Pilot Sprint as a lower-risk alternative. Step 6: Follow-up attempts to schedule and confirm; sample Tridge Ark demo portal for BredenMaster was prepared. Step 7: Troy Kim obtained approval and shared the demo portal link and password plus 6- and 12-month proposals. Step 8: Tridge requested feedback; Maria returned from vacation and asked to review the demo. Step 9: Meetings were booked and a demo review occurred on Aug 12; outcomes: decision to run programs (several units) discussed. Step 10: Maria confirmed starting the BredenMaster project but limited to Peru and asked for the latest commercial proposal. Step 11: Zaira reported an IP/blocking issue for the supplier access and escalated to compliance; she later instructed manual vendor creation and requested the onboarding form to be completed. Step 12: Nicolas confirmed he attached a proposal specifying GTM Peru, offered local support, suggested WhatsApp for faster coordination, and said he'd check with Troy about authorization to complete provider registration.

Customer Intent

From the latest messages (Zaira and Maria): Alianza Team requests Tridge to complete vendor onboarding by returning the completed and signed onboarding form and to provide the required compliance documents (Annex I or incumbency, business license/tax registration, and bank certification) so manual supplier creation can proceed; Maria also requested the final commercial proposal for review (which Nicolas says he attached specifying GTM Peru).

Sentiment

Engaged and operational: Maria is decisive and ready to start (confirmed BredenMaster for Peru); Zaira is procedural and pushing compliance steps; overall tone is cooperative and moving into implementation.

Unanswered Questions

1) Zaira requested that the onboarding form be completed and signed by Tridge's legal representative — not yet returned. 2) Zaira requested Annex I (or an Incumbency Certificate) with ownership/UBO and authorized signatories information — not yet provided. 3) Zaira requested Business License and Tax Registration documentation — not yet provided. 4) Zaira requested Bank certification with international wire details — not yet provided. 5) Maria asked Nicolas earlier to 'diligenciarlo tu?' (to complete the supplier creation) — Nicolas has not yet completed this and is awaiting HQ authorization.

Pending Promises

1) Confirm HQ authorization and complete the supplier onboarding form/manual registration (Nicolás said he'd ask Troy / obtain authorization). 2) Provide the requested compliance documents (Annex I/incumbency, business license/tax registration, bank certification) and return the signed onboarding form. 3) Finalize Service Agreement / registration/payment details with Andrés (Nicolás said he would follow up).

Topic Context

'propuesta' → refers to the Tridge Ark commercial proposal for BredenMaster (6-month and 12-month options), now specified to GTM Peru. 'portal demo' → the BredenMaster sample Tridge Ark seller portal at https://ark.tridge.com/demo-accounts/... with password U6PcAi5lq shared by Troy. 'creación proveedor' / 'registro' → Alianza Team's vendor onboarding process to register Tridge as a supplier in Alianza Team's systems (manual creation due to IP/block). 'formulario' → the onboarding form Zaira will send that must be completed and signed by Tridge's legal representative. 'GTM Perú' → the go-to-market scope narrowed to Peru for the BredenMaster project, not the earlier broader regional plans.

Next Step Suggestion

In the next email, attach the completed and signed onboarding form (or state who will sign and expected return date), and include the Annex I / Incumbency Certificate, Business License with tax registration, and Bank Certification (international wire info). Re-attach the final commercial proposal PDF (explicitly labelled 'GTM: Peru') for Maria's review, confirm you will proceed with manual supplier creation once documents are received, ask for the preferred contact for the Service Agreement and the cadence for periodic follow-ups (name Andrés if correct), and confirm permission to create the suggested WhatsApp group for faster coordination.

← 수신 received 📎 37 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>)
72d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 72d ago
→ 발신 draft nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: "Maria Angélica Mashali Peñaranda" <maria.mashali@alianzateam.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
72d ago 보기
Approve 후 이후 발송
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이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 72d ago

이메일 다시 작성

현재 드래프트 (폐기 대상)

Sales Committee Deliberation

approval_blocker medium
Sensitive Topic Detected

Customer requires manual supplier creation and requests a form to be completed and signed by Tridge's legal representative — an internal/administrative approval step that can delay onboarding and needs coordination.

""Te confirmo que realizaremos la creación de forma manual. Por este motivo, te enviaré un formulario a través del hilo de correos correspondiente a este proceso para que sea diligenciado y firmado por el representante legal de tu compañía.""

Agenda

The customer will send a manual supplier-creation form that must be completed and signed by Tridge's legal representative. What should our next email to Alianza Team say to keep momentum, avoid onboarding delays, and ensure the form is handled correctly by our internal teams?

A: Full Acceptance & Fast-Track

Accept the manual process and fast-track the form: confirm we'll complete and sign the form, name a single Tridge point-of-contact to own the submission, and propose a short, realistic internal turnaround so the customer feels progress and scheduling friction is minimized.

B: Clarify Requirements First

Request precise requirements before committing: ask the customer to identify which fields are mandatory, which documents must be attached, who will sign on their side, and any compliance checks, then commit to returning a completed package only after those clarifications to avoid rework.

C: Legal-Led Formal Review

Route for formal legal review and confirm SLA: state that we'll escalate the form to Tridge Legal for signature, explain expected review steps and an estimated response window, and ask for any deadlines so Legal can prioritize — framing this as a formal, traceable process.

Member Analyses
Value Strategist

Analysis: Alianza has confirmed they will send a manual supplier-creation form that must be signed by a Tridge legal representative and Zaira has already flagged access/compliance issues on their side. Completing this form quickly is a gating step for the agreed pilot focused on Peru — any delay stalls the 6‑month program and reduces time-to-value for BredenMaster. To avoid back-and-forth rework we should both fast-track the submission internally and limit the customer’s effort to a small set of mandatory clarifications (required fields, supporting documents, signing party and any hard deadline). Assigning one Tridge POC to own the intake and committing a realistic SLA for legal review will protect momentum while keeping the process auditable. Framing the cost of action: a timely, correct supplier creation accelerates buyer outreach that can pay back the pilot within the first successful contract.

Recommendation: Follow a hybrid path: accept the manual process and fast‑track it (Option A) while immediately asking the customer a short checklist of clarifying items (Option B) — name a single Tridge POC, state a clear internal turnaround time for Legal to sign, and request their signatory and any deadlines so we avoid rework.

Risk: The main downside is legal review uncovering contract or compliance issues that extend beyond the stated SLA and delay start of the pilot; conversely, proceeding too fast without required attachments may force re-submission and waste time.

Negotiation Tactician

Analysis: This is a genuine positive buying signal: Alianza confirmed they will start the BredenMaster project (now scoped to Peru) and have offered a manual supplier-creation form — the friction is administrative, not commercial. Their BATNA is weak-to-moderate: they can delay or use an alternative vendor, but they already committed to proceed, so speed and low-friction onboarding matter more than negotiation on price. The optimal next move is to accept and fast-track the form (assign a single Tridge POC who will own the submission), propose a short, realistic internal SLA for completion (e.g., 48–72 business hours for legal signoff), and in the same email ask a very short checklist of mandatory fields/attachments + who will sign on their side to avoid rework. This is the right time to push operationally — don't convert this into a lengthy legal escalation unless complications appear; the likely customer response to fast acceptance + clear timelines will be relief and continued momentum.

Recommendation: Choose Option A (Full Acceptance & Fast-Track) but include a 2–3 question clarification (which fields are mandatory, required attachments, and their signatory) in the same reply so Legal only reviews a complete package.

Risk: Key risk: internal Legal may need more time or raise issues that exceed the proposed SLA, creating disappointment if expectations were too tight. Secondary risk: if we accept and fill incorrectly, rework will delay onboarding and make the customer feel stalled.

Relationship Advisor

Analysis: Alianza Team is engaged and ready to proceed — they explicitly asked Tridge to complete a manual supplier-creation form and have just confirmed the pilot scope (Peru). Their tone is cooperative and pragmatic (not emotional), so further contact that moves the task forward will feel helpful, not intrusive, provided it is focused and respects their internal steps. Culturally they are direct and process-oriented (Colombian corporate context): clear ownership, short timelines and a named contact will be valued. This looks like genuine interest rather than a pause; the fastest way to preserve momentum is to accept the manual route, name a single Tridge owner, deliver a short realistic SLA, and proactively offer a one-line checklist to avoid rework or IP/compliance blockers.

Recommendation: Follow Option A (Full Acceptance & Fast-Track) but add two small safeguards: (1) name a single Tridge POC who will own completion and signature, and (2) attach a 1‑paragraph checklist asking Alianza to flag any mandatory fields or special compliance docs up front — propose a realistic internal turnaround (e.g., 48–72 business hours to return a signed form) so the customer sees progress without bureaucratic delays.

Risk: The key downside is overpromising speed: committing to a too-ambitious turnaround before Legal/compliance can review may create delays and damage trust. If we instead push a heavy legal-led process (Option C) we risk stalling momentum and signaling bureaucracy, which could cool the customer’s enthusiasm.

Final Decision

Hybrid — Option A (Full Acceptance & Fast-Track) with elements of Option B (Clarify Requirements First): accept and fast-track the manual form while requesting a very short checklist of mandatory fields/attachments and their signatory to avoid rework.

Approach: Reply with acceptance and a named POC, include a 3‑question checklist in the same email, and commit to a clear SLA (48–72 hours after receipt of a complete package). This preserves momentum, reduces back-and-forth, and keeps the process auditable without prematurely escalating to a long legal process unless issues arise.

Draft Opening: Thanks — we can complete and sign the supplier-creation form and will own the process on our side: our Onboarding Lead & Legal Liaison, Diego Alvarez, will be the single Tridge point of contact and will pick this up as soon as you send the form and required attachments.

Key Arguments: 1) We will own and fast-track the intake: naming a single Tridge POC creates clear accountability and speeds handoffs. 2) Set a realistic SLA: once we receive the fully completed form + required attachments, Tridge Legal will return a signed copy within 48–72 hours (2–3 business days). 3) Ask three short clarifications to prevent rework: which fields on the form are mandatory, what supporting documents must be attached, and who will sign on Alianza's side (name and role). 4) Confirm any deadline you need us to meet so Legal can prioritize; without a deadline we will use the 48–72 hour SLA. 5) Explain that Legal review is standard and may surface compliance questions that could extend timing — we’ll flag those immediately so both sides can resolve them fast.

Draft Closing: Once you send the completed form and confirm the three checklist items below, Diego will pick this up and return a signed copy within 48–72 hours (2–3 business days); if you have any firm deadline please flag it so we can prioritize accordingly.

Tone: Concise, process-oriented, cooperative and reassuring — emphasize ownership and speed, avoid legal jargon, and keep sentences short and actionable.

Concession Boundary: We can promise to prioritize and expedite Legal review within the stated SLA and can explore administrative flexibility (e.g., timing or annual commitment structure) if needed; we will NOT offer discounts, alter Tridge standard legal terms, bypass Legal review, or commit to signing anything before Legal’s approval of the completed package.

Warnings: Do NOT promise a faster turnaround than 48 hours; do NOT offer discounts or any commercial concessions; do NOT suggest a call or meeting; do NOT skip or minimize Legal review; do NOT submit an incomplete package to Legal or sign before Legal confirms approval.

Context Analyzer

Conversation Flow

Step 1: Jian (Tridge) reached out with palm oil market intel and offered Tridge Sourcing Intelligence. Step 2: Juan (Alianza) asked to review and shared his meeting links. Step 3: Nicolás (Tridge) took over, introduced Tridge Ark partner program and requested scheduling. Step 4: Meeting occurred (mid-May) and Nicolás sent an Enterprise proposal (US$41,400/year) for Tridge Ark. Step 5: Juan said budget was higher than planned; Nicolás proposed a 6-month Enterprise Pilot Sprint as a lower-risk alternative. Step 6: Follow-ups in May–June to schedule a tailored demo; Tridge prepared a BredenMaster demo case. Step 7: Tridge shared a sample Tridge Ark seller portal and proposals (6- and 12-month options) and provided access credentials. Step 8: Several scheduling attempts/reschedules for the demo; demo review occurred in August 12 (short call). Step 9: After the call, Alianza confirmed starting the BredenMaster project limited to Peru and asked for the latest commercial proposal. Step 10: Zaira (Alianza) reported supplier-creation blocked by an IP issue (Korea); Tridge said they’d proceed and suggested WhatsApp for faster coordination. Step 11: Maria asked Nicolás to fill the supplier registration; Nicolás said he will ask HQ (Troy) for authorization. Step 12: Zaira confirmed they will perform manual creation and will send the registration form by email for Nicolás to fill and the legal representative to sign.

Customer Intent

Latest inbound (Zaira): She will send the supplier-registration form by email so Tridge (Nicolás) can complete it and have it signed by the company’s legal representative; operationally, Alianza is asking Tridge to provide the completed form so manual creation can proceed.

Sentiment

Positive and operationally committed — Alianza confirmed starting the BredenMaster project (limited to Peru) and is driving next steps; collaborative tone but there is a practical blocker (supplier registration/IP/compliance) to resolve.

Unanswered Questions

1) Maria asked “¿puedes diligenciarlo tu?” (can Nicolas fill the registration) — Nicolas has not yet confirmed he will fill it (he said he will ask HQ). 2) No explicit confirmation that the legal signatory details and who will sign have been agreed — not answered (who will sign and with what timeline).

Pending Promises

Nicolás promised to consult with Troy/HQ to request authorization to complete the supplier registration on behalf of the supplier (pending).

Topic Context

'propuesta' → refers to the Tridge Ark commercial proposal prepared for BredenMaster (with GTM specified as Peru). 'creación' / 'creación de proveedor' → refers to Alianza Team's supplier registration process (their internal portal / manual creation when IP or compliance issues block online sign-up). 'formulario' → the supplier-registration form Zaira will send for manual completion and signature by the supplier's legal representative. 'diligenciarlo' → Maria is asking Nicolas to fill the supplier-registration form on behalf of the supplier (not to be confused with signing the service agreement).

Next Step Suggestion

In the next email: confirm receipt and say you welcome Zaira's form, state clearly whether you can pre-fill the form pending HQ authorization (and that you are already asking Troy for that authorisation), re-attach the final commercial proposal (GTM=Peru) for Maria's review, ask Zaira to confirm the legal signatory name and email and the desired deadline for the signed form, and offer a short timeline (e.g., "I will update you by [time window] after I hear from Troy"). Also propose the communication channel for rapid coordination (WhatsApp) and ask Andres to confirm the cadence for periodic follow-ups.

← 수신 received 📎 38 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>)
72d ago 보기
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이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 72d ago
← 수신 received 📎 66 zaira.cobos@alianzateam.com → nicolas.dawson@tridge.com (CC: "Maria Angélica Mashali Peñaranda" <maria.mashali@alianzateam.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
72d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 72d ago
→ 발신 draft nicolas.dawson@tridge.com → maria.mashali@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
72d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 72d ago

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현재 드래프트 (폐기 대상)

Context Analyzer

Conversation Flow

Step 1: Jian (Tridge) sent market intel on palm oil futures and suggested Sourcing Intelligence. Step 2: Juan (Alianza) expressed interest and shared his meeting link. Step 3: Nicolás (Tridge) took over, introduced Tridge Ark and asked for availability. Step 4: A demo/meeting was scheduled and held (mid-May). Step 5: Nicolás sent an Enterprise proposal (May 19) and requested HQ review call. Step 6: Juan said the price was outside budget; Nicolás proposed a 6-month Pilot Sprint alternative. Step 7: Tridge built and shared a BredenMaster demo portal and two options (6- and 12-month) in July. Step 8: Maria asked to review the demo; a short demo meeting was organized in August. Step 9: On Aug 12 the team reviewed and Tridge proposed three 6-month pilots (BredenMaster → US, Alianza B2B → BR, Foodservice → MX). Step 10: On Aug 19 Maria confirmed starting BredenMaster but limited to Peru and asked for the latest commercial proposal and operational follow-up. Step 11: Zaira reported supplier-creation is in progress but blocked by an IP/access issue for the Korea-based supplier contact. Step 12: Nicolás offered to help with registration but indicated he needs authorization from HQ/Korea to proceed.

Customer Intent

Maria confirms starting the BredenMaster project limited to Peru and is asking for the final commercial proposal for that scope; she also wants the supplier/registration process completed (asked Nicolas to fill it) and for Andres to set up recurring follow-ups.

Sentiment

Decisive and constructive — Maria confirmed moving forward (Peru-only) and requested concrete deliverables; engagement is operational, with a minor administrative blocker (IP/compliance) causing delay.

Unanswered Questions

Whether Nicolás will (and is authorized to) complete the supplier/provider registration on Alianza's portal on their behalf; and confirmation of when the provider account will be created and active.

Pending Promises

Ask HQ/Troy for authorization to complete the supplier registration on Alianza's portal and, once authorized, complete the registration (diligenciar) and confirm when the provider account is live.

Topic Context

'proposal' → refers to the commercial proposal for the Tridge Ark engagement focused on BredenMaster with GTM set to Peru (not the earlier Enterprise global plan). 'diligenciarlo' → means filling/creating the supplier/provider registration on Alianza Team's onboarding portal. 'created' / 'estén creados' → refers to the supplier/provider account being created and active in Alianza Team's system. 'Portal Demo' → refers to the Tridge Ark sample seller portal for BredenMaster (https://ark.tridge.com/demo-accounts/... with password U6PcAi5lq). 'GTM' → refers to the go-to-market target country, now specified as Peru for BredenMaster.

Next Step Suggestion

In the next email (no call): 1) Re-attach the final commercial proposal clearly labeled for 'BredenMaster — GTM: Peru' and summarize key commercial terms and the team-recommended option (e.g., 6-month pilot) so Maria can sign/confirm. 2) Ask Maria to provide explicit written authorization for Nicolás (or Tridge) to complete the supplier registration on Alianza's portal on their behalf, and include a short checklist of exactly which fields/documents you will need to finish the form. 3) Ask Zaira for an ETA on the compliance/IP issue or an alternative contact in Korea who can register, and request Zaira confirm when the supplier account is active. 4) Ask Andres (by email) to confirm the cadence and owner for periodic status updates (e.g., weekly written report or biweekly email summary) and to confirm the first two reporting dates — do not propose a meeting; keep it email-driven.

→ 발신 sent 📎 61 nicolas.dawson@tridge.com → maria.mashali@alianzateam.com (CC: Zaira Cobos Benavides <zaira.cobos@alianzateam.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
72d ago 보기
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이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 72d ago
← 수신 received 📎 61 maria.mashali@alianzateam.com → zaira.cobos@alianzateam.com, nicolas.dawson@tridge.com (CC: Nicolas Dawson <nicolas.dawson@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
72d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 72d ago
→ 발신 draft nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
72d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 73d ago

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현재 드래프트 (폐기 대상)

→ 발신 sent 📎 62 nicolas.dawson@tridge.com → zaira.cobos@alianzateam.com (CC: "Maria Angélica Mashali Peñaranda" <maria.mashali@alianzateam.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
73d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 73d ago

Sales Committee Deliberation

approval_blocker medium
Sensitive Topic Detected

Account creation/onboarding is blocked because the supplier contact in Korea cannot access the onboarding link (IP block) and the case has been escalated to the compliance team — this is preventing progress and requires internal compliance coordination before moving forward.

"Actualmente, la persona encargada de diligenciar la información por parte del proveedor se encuentra en Korea y no ha podido acceder al enlace debido a un bloqueo de IP. Por esta razón, el día de ayer escalé el caso al equipo de cumplimiento."

Agenda

The supplier contact in Korea cannot access the onboarding link due to an IP block and has escalated the case to compliance, which is blocking account creation. What should our next email strategy be to unblock onboarding, preserve momentum on the BredenMaster pilot, and manage the compliance risk?

A: Internal Compliance Facilitation

Take ownership internally: coordinate immediately with our Compliance and Product teams, get a clear timeline/approved workaround, and send the customer a concise status update with the next steps and expected ETA so they feel actively supported.

B: Customer-led Technical Fix

Empower the customer and supplier to resolve the access issue themselves by providing precise, step-by-step technical options (alternate networks, VPN guidance, browser settings, or an alternative secure upload) plus the onboarding form for offline completion so account setup can continue without waiting on internal approvals.

C: Pause & Scope Pivot

Acknowledge the compliance escalation, pause onboarding until sign-off, and pivot the conversation to immediate, lower-friction actions (e.g., begin the Peru-only pilot using available information) so we keep forward momentum while compliance completes their review.

Member Analyses
Negotiation Tactician

Analysis: This is a genuine, solvable access problem (IP block) that legitimately triggered Compliance — not buyer stall tactics. Alianza has already committed to a narrowed Peru pilot and asked for the commercial proposal, so their BATNA (delay or source locally) is weaker than their desire to move forward; momentum is real. The optimal next move is to own the escalation: immediately coordinate with Compliance and Product to get an approved ETA and any sanctioned workaround, while emailing the customer the short status update, a Peru-only commercial proposal, and safe temporary options (offline onboarding form and technical guidance) so work can continue by email. Timing is now — treat this as a high-priority operational unblock and avoid pushing the customer into a hold; they will likely respond positively to a clear ETA and a concrete path to proceed by email.

Recommendation: Recommend Option A (Internal Compliance Facilitation) but include tactical elements of Option B in the customer email (concise ETA from Compliance, Peru-only proposal attached, plus an approved offline onboarding form and step-by-step technical alternatives) to preserve momentum by email-only.

Risk: Key risk: Compliance review could still take days, and any informal workaround used without explicit Compliance sign-off could create regulatory or legal exposure. If we over-promise timing or push shortcuts, we may damage trust with both the customer and our internal Compliance team.

Relationship Advisor

Analysis: Maria and the Alianza Team are engaged and ready to start (they just confirmed a Peru-only pilot), so emotional state is positive but pragmatic — they expect progress. The supplier in Korea is frustrated/unable to access the onboarding link and has escalated to Compliance, which makes this a procedural, high-sensitivity blockage rather than a simple technical hiccup. Further contact from us will feel helpful if we show ownership, clear timelines and respect for Compliance; however, intrusive if we pressure the supplier to bypass formal checks. Keeping momentum requires a short, transparent status update to Maria plus low-risk, immediate alternatives to make progress while Compliance reviews.

Recommendation: Lead with internal Compliance facilitation: coordinate immediately with Compliance and Product, get a clear timeline/approved workaround, and send Maria a concise status update with next steps and ETA. In parallel, offer safe customer-led contingencies (an offline onboarding form, secure upload or alternative network suggestions) as optional workarounds so the Peru pilot can begin without encouraging non-compliant workarounds.

Risk: The main risk is eroding trust by appearing to push the supplier or Compliance to circumvent security — that can damage the relationship and expose Tridge to compliance risk. Conversely, doing nothing (pausing without clear updates) risks losing momentum and the customer's enthusiasm.

Value Strategist

Analysis: Tridge delivers clear, measurable value for Alianza/BredenMaster by shortening time-to-first-buyer and turning one well-timed export contract into the pilot ROI (a 6‑month sprint vs a long procurement cycle). Right now the critical path is operational (supplier in Korea blocked by IP + Compliance holding account creation), so the main risk is time: any delay erodes momentum for the Peru pilot and reduces the chance we convert early buyer interest into contracts. We should not push a technical DIY fix that bypasses Compliance — that would risk the sample portal and future account access — but we also should avoid stalling the commercial process. A two-track response (internal compliance facilitation as primary, narrowly scoped customer-facing contingency measures) best protects value and speed.

Recommendation: Proceed with Option A (take ownership and escalate internally to Compliance & Product to secure an approved workaround and ETA) while immediately sending the customer a short status email that: 1) confirms we own the issue and gives an expected timeline, and 2) offers compliance-safe contingency options (offline onboarding form, manual supplier registration via secure channel) only if Compliance approves them quickly.

Risk: If we wait passively (Option C) we lose momentum and risk the pilot being deprioritised by Alianza; if we push customer-led fixes without Compliance sign-off we risk policy breaches and losing trust. The key downside is Compliance may still delay; managing expectations with a clear ETA is essential.

Final Decision

Adopt a hybrid of Option A (Internal Compliance Facilitation) with controlled elements of Option B (Customer-led Technical Fix) as contingencies. Primary action: immediately own the escalation and coordinate with Compliance and Product to get a clear, documented ETA and any approved workaround. Secondary, parallel action: send a concise status email to Maria right away that includes the Peru-only commercial proposal and offers compliance-approved contingency paths (offline onboarding form, secure upload) — plus a short, optional technical checklist the supplier can try on their own if they prefer, explicitly labelled as “only if comfortable and not prohibited by Compliance.” This preserves momentum while protecting Tridge from compliance risk.

Approach: Send an immediate, short status email that 1) confirms ownership and an expected internal update window (48 hours), 2) attaches the Peru-only commercial proposal to keep the sale moving, and 3) lists compliance-safe contingency options (offline onboarding form, secure upload) that will be enabled only if Compliance signs off. In parallel, internally escalate as high-priority with Compliance and Product to secure an approved workaround or timeline. Avoid asking for a call or offering any discounts or bypasses.

Draft Opening: Hi Maria — we’re taking ownership of this compliance-related access issue and have escalated it to our Compliance and Product teams; below is what we’re doing and the limited, compliance-safe options to keep the Peru pilot moving.

Key Arguments: 1) Ownership and ETA: Tell the customer we have escalated to Compliance & Product and will confirm an approved ETA (targeting within 48 hours) so they see active support and reduced uncertainty. 2) Commercial momentum: Attach the Peru-only proposal now so the commercial discussion continues even if onboarding is paused. 3) Compliance-safe contingencies: Offer the offline onboarding form and secure upload/manual registration only after Compliance approval to allow progress without bypassing controls. 4) Low-risk technical suggestions: Provide a brief list of safe supplier troubleshooting steps (try a different network or browser, corporate VPN if company policy allows, or alternate authorized contact) but clearly mark them optional and not a replacement for Compliance sign-off. 5) Reassurance about risk posture: Emphasize we will not circumvent Compliance and that any workaround will be explicitly approved by Compliance to protect all parties.

Draft Closing: I’ll confirm an approved ETA from our Compliance team within 48 hours and, if they permit, will enable the approved offline onboarding path so we can begin the Peru pilot without delay—please let me know if you’d like the Peru proposal and the offline form attached now.

Tone: Confident and ownership-driven, empathetic to the supplier’s frustration, concise and non-technical for the buyer, but firm on compliance boundaries; keep sentences short and action-oriented.

Concession Boundary: You may offer compliance-approved, low-friction alternatives (e.g., an offline onboarding form, secure document upload, or manual supplier registration) only after explicit sign-off from Compliance; you may hint that we will request an expedited review but must not promise a fixed outcome. Do NOT offer discounts, waive any compliance checks, bypass security controls, promise manual/custom deliverables, or provide any unapproved technical workarounds that violate Compliance.

Warnings: Do NOT instruct or encourage the supplier to bypass Compliance, use unapproved hacks, or share credentials; do NOT promise a specific outcome beyond the 48-hour update; do NOT offer discounts, special pricing, or manual/custom deliverables; do NOT schedule or accept a meeting to resolve this—handle by email only; do NOT name or compare competitor platforms.

Context Analyzer

Conversation Flow

Step 1: Jian (Tridge) contacted Alianza Team about palm oil market data and recommended Tridge Sourcing Intelligence. Step 2: Juan (Alianza) expressed interest and shared his calendar to meet. Step 3: Nicolás (Tridge) took over, introduced Tridge Ark, and requested the calendar link. Step 4: Nicolás sent an Enterprise proposal (US$41,400/yr) and later proposed a flexible 6-month Pilot Sprint after budget concerns. Step 5: Tridge built a BredenMaster demo/portal and shared credentials; multiple scheduling attempts followed. Step 6: Troy and Nicolás followed up with the portal and proposal (6- and 12-month options) and chased feedback. Step 7: Maria returned from vacation, requested review of the demo, and a short meeting was scheduled and held in August. Step 8: After the Aug 12 meeting Tridge proposed working three business units (BredenMaster → US, Alianza B2B → BR, Foodservice → MX). Step 9: On Aug 19 Maria confirmed starting the BredenMaster project limited to Peru and asked for the latest commercial proposal, requested Andrés organise periodic meetings, and asked Zaira to confirm that the provider accounts are created; Zaira replied there is a creation blocker (IP block) and escalation to compliance.

Customer Intent

Maria explicitly confirms starting the BredenMaster project limited to Peru and requests the latest commercial proposal to proceed with internal review; she also asks for periodic meeting organisation and confirmation that supplier/portal accounts are created.

Sentiment

Positive and decisive — Maria confirmed go-ahead for BredenMaster (limited scope) and is action-oriented, requesting concrete deliverables and coordination; Zaira is cooperative but reports a technical/blocker issue that she is escalating.

Unanswered Questions

1) "Por favor, envíame la última propuesta comercial para poder avanzar con la revisión." — not yet delivered (updated Peru scope). 2) "Andrés, te pido el favor de organizar reuniones periódicas con Nicolás" — scheduling/meeting cadence not yet confirmed. 3) "Zaira confirmame que ya esten creados y podamos avanzar." — creation not yet confirmed (Zaira reports a blocker).

Pending Promises

1) Provide the latest commercial proposal tailored to BredenMaster limited to Peru (update of the earlier 6/12-month options). 2) Complete supplier/portal creation and confirm access (resolve IP/blocker with compliance). 3) Prepare Service Agreement / registration and payment details for onboarding. 4) Coordinate periodic follow-up meetings (confirm cadence and attendees).

Topic Context

'última propuesta comercial' → refers to the Tridge Ark partnership proposal previously shared (6- and 12-month options) but now requested as an updated version scoped to BredenMaster for Peru. 'creados' / 'created' → refers to the supplier/provider account(s) and the demo/seller portal entries for BredenMaster in Tridge Ark (the portal link and credentials were previously provided). 'reuniones periódicas' → refers to recurring project follow-ups between Alianza Team (Maria/Andrés/Zaira) and Tridge (Nicolás/Troy) to monitor implementation. 'demo' → refers to the BredenMaster sample Tridge Ark seller portal at https://ark.tridge.com/demo-accounts/... with password U6PcAi5lq previously shared. 'Service Agreement' → refers to the contract and payment/registration details Nicolas referenced for onboarding.

Next Step Suggestion

Email should (1) attach a single, updated commercial proposal/PDF tailored to BredenMaster scoped to Peru (clarify 6-month pilot deliverables, price, timeline, performance guarantees and any success fees), (2) attach a draft Service Agreement and list required onboarding items (supplier data, payment terms) and a proposed timeline to resolve registration, (3) acknowledge Zaira's IP-block note and offer immediate alternatives (e.g., alternate contact email, upload method, or a temporary admin creation by Tridge) and ask Zaira to confirm which option she prefers, and (4) propose a simple meeting cadence in writing (e.g., weekly biweekly written status updates or a 30-min sync) and ask Andrés to confirm the cadence and attendees via email.

→ 발신 draft nicolas.dawson@tridge.com → maria.mashali@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Zaira Cobos Benavides <zaira.cobos@alianzateam.com>)
73d ago 보기
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이전 메일 보기 ← 수신 · zaira.cobos@alianzateam.com · 73d ago

이메일 다시 작성

현재 드래프트 (폐기 대상)

Sales Committee Deliberation

approval_blocker medium
Sensitive Topic Detected

Customer confirms intent to proceed but requests the latest commercial proposal for internal review and asks colleagues to organize follow-up meetings — signals an approval/decision process that requires internal sign-off.

"Confirmamos que iniciaremos con el proyecto de Bredenmaster, pero acotado inicialmente a Perú, ya que el equipo de negocio está interesado en este país. Por favor, envíame la última propuesta comercial para poder avanzar con la revisión."

Agenda

The customer confirmed they will start the BredenMaster project (initially limited to Peru) and asked for the latest commercial proposal for internal review. What single email strategy should we use now to deliver the proposal so we maximize the chance of internal approval and a signed agreement (without offering discounts or scheduling calls)?

A: Send Standard Proposal

Email the existing Enterprise proposal exactly as presented (including the stated annual price and fees) but clarify scope limited to Peru and include a brief ROI sentence; keep the message concise and let them lead next steps.

B: Offer Peru Pilot Sprint

Propose a focused 6‑month Peru Pilot in the email with clearly defined deliverables and measurable milestones so internal reviewers can justify the spend; present this as an alternative commercial option alongside the Enterprise plan (state prices if available).

C: Approval-Ready Packet

Send a one-page 'approval packet' email that attaches the full proposal plus an executive summary, a short ROI framing for Peru, a procurement checklist and a pre-filled decision timeline/sign-off template to make internal review and sign-off straightforward.

Member Analyses
Negotiation Tactician

Analysis: This is a genuine buy signal — Maria explicitly confirms they will start the BredenMaster project limited to Peru and asks for the latest commercial proposal, so internal approval is the immediate barrier. Given prior budget sensitivity, internal reviewers will need a short, procurement-friendly package that quantifies ROI and makes sign-off administratively trivial. Option A (standard proposal) is safe but likely to stall because it leaves too much work for their reviewers; Option B (Peru Pilot Sprint) fits their budget concern but presenting it as the only option risks appearing to reopen negotiation. Option C (Approval-Ready Packet) directly removes friction: a one‑page executive summary, clear Peru ROI framing, the tailored proposal attached, a procurement checklist and a pre-filled decision/timeline/sign-off template will accelerate internal approval and conversion.

Recommendation: Send the Approval‑Ready Packet (Option C): email a one‑page approval packet with the full Peru‑scoped proposal attached, a one‑line ROI, procurement checklist, and a pre‑filled sign‑off/decision timeline; include the 6‑month Pilot Sprint only as a clearly labeled appendix/alternative (not the headline choice).

Risk: Risk: including multiple commercial options or too many documents can create analysis paralysis for procurement; mitigate by highlighting one recommended path and keeping the packet to a single page plus 1–2 attachments.

Value Strategist

Analysis: Tridge delivers concrete, measurable value for this engagement: a focused sourcing/execution engine (Tridge Ark + Tridge Eye) that identifies and qualifies buyers in Peru, shortening time-to-first-contract and protecting margin through better origin pricing and supplier diversification. The customer explicitly requested the proposal for internal review and earlier signalled budget sensitivity, so the cost should be framed as an investment with clear payback (e.g., 5–10 qualified buyer relationships or one well‑timed contract that covers the annual fee). The cost of not acting is tangible for BredenMaster: missed buyer openings in Peru, slower market entry, and higher customer-acquisition costs that erode margin. Given procurement dynamics, materials that make internal sign-off easy will materially increase the chance of approval compared with a terse price email or an alternative-only pitch.

Recommendation: Use Option C — send an approval‑ready packet: attach the full proposal (scoped to Peru) plus a one‑page executive summary, a concise ROI framing tied to Peru, a procurement checklist and a pre‑filled decision timeline/sign‑off template; include a clearly‑labelled appendix summarising the 6‑month pilot as a lower‑risk alternative. This minimizes friction for internal reviewers and reframes the spend as an investment with measurable payback.

Risk: Key downside: a heavy ‘full proposal’ packet that includes enterprise pricing can trigger immediate budget rejection if reviewers focus only on headline cost; also too many attachments or complexity may delay review if procurement prefers simpler approvals.

Relationship Advisor

Analysis: Maria has just confirmed they will start the BredenMaster project but limited it to Peru and explicitly asked for the latest commercial proposal for internal review—this is a warm, engaged signal with a clear procurement intent. The team also asked Andres and Zaira to coordinate internal steps, which shows this will go through formal review and that ease-of-review will matter more than additional persuasion. From a Colombian corporate culture perspective, concise executive summaries, clear ROI and a procurement checklist speed approvals; vague or overly salesy follow-ups risk slowing the process. Given previous budget sensitivity comments from Alianza, anything that reduces internal friction (pre-filled sign-off, timeline, clear scope/pricing for Peru) will protect the relationship and increase the chance of a signed agreement.

Recommendation: Send an Approval-Ready Packet (Option C): one-page executive summary tailored to Peru + the full proposal adapted to Peru, a short ROI framing specifically for Peruvian operations, a procurement checklist and a pre-filled decision timeline/sign-off template; include the 6‑month Pilot Sprint as an appendix/optional path (labelled “budget-friendly alternative”) rather than the headline offer.

Risk: Key risk is overloading reviewers with too much material or appearing to steer their decision—keep the email concise and surface only what helps sign-off; if we push additional options aggressively it could slow approval and erode trust.

Final Decision

Adopt Option C — Approval‑Ready Packet — with a narrow hybrid: lead with the Peru‑scoped Enterprise proposal as the recommended path and include the 6‑month Peru Pilot only as a clearly labelled appendix/‘budget‑friendly alternative’. Keep the email to one short paragraph that highlights the recommended path, ROI, and the pre‑filled sign‑off to minimize reviewer work.

Approach: Send a concise email that attaches a one‑page approval packet (executive summary, 1‑line ROI for Peru, procurement checklist, pre‑filled sign‑off/timeline) plus the full Peru‑scoped commercial proposal. Place the 6‑month Pilot Sprint in an appendix clearly labelled as an optional, budget‑friendly alternative; call out the single recommended path at the top of the one‑pager so reviewers focus on one action.

Draft Opening: Attached is a one‑page approval packet and the full commercial proposal scoped to Peru to support internal review and sign‑off for the BredenMaster launch.

Key Arguments: 1) Removes procurement friction: a one‑page packet + pre‑filled sign‑off makes internal approval administratively simple (strongest). 2) Peru‑specific scope and deliverables: showing exactly what’s included prevents scope confusion and aligns expectations. 3) Clear, short ROI tied to Peru: frames the spend as an investment in new buyer access and faster contracts. 4) Price transparency: include the full proposal with stated pricing so procurement can evaluate immediately. 5) Optional pilot appendix: presents a lower‑risk alternative without reopening headline negotiations.

Draft Closing: If you need a brief clarification by email, I’ll reply within the day — otherwise, please use the attached pre‑filled sign‑off template to confirm approval and we’ll proceed to prepare the agreement.

Tone: Concise, procurement‑friendly, non‑salesy, and facilitative — authoritative but not pushy.

Concession Boundary: You may present an alternative commercial path (the 6‑month Peru Pilot) as a clearly labelled, lower‑risk appendix and indicate we can discuss annual commitment structure after internal approval; do NOT offer discounts, price reductions, bespoke manual deliverables, or change headline pricing in the packet.

Warnings: Do NOT: 1) offer discounts or change prices; 2) schedule calls or meetings; 3) overload reviewers with many attachments—limit to the one‑pager, full proposal, and one appendix; 4) present the pilot as the headline offer or the only option; 5) promise manual deliverables or name competitors.

Context Analyzer

Conversation Flow

Step 1: Jian (Tridge) re-engaged Alianza Team about palm oil market risk and Tridge Sourcing Intelligence. Step 2: Juan (Alianza) asked to schedule a meeting and shared his calendar link. Step 3: Nicolás (Tridge) took over, introduced Tridge Ark Partner Program and requested calendar link; Juan shared it. Step 4: Nicolás sent a formal Enterprise proposal (US$41,400/yr) and requested HQ review call; Juan said it exceeded budget. Step 5: Nicolás proposed a 6-month Enterprise Pilot Sprint as a lower-risk alternative and followed up several times. Step 6: Tridge built a BredenMaster demo/portal and Troy shared portal link and 6- and 12-month proposals. Step 7: Several scheduling attempts occurred; Maria and Tridge coordinated meeting times and demo reviews. Step 8: August 12 call occurred; Tridge proposed running three 6-month pilots (BredenMaster → US, Alianza B2B → Brazil, Foodservice → Mexico). Step 9: August 19 Maria confirmed starting the BredenMaster project limited to Peru and requested the latest commercial proposal, asked Andrés to organise recurring meetings, and asked Zaira to confirm that "they" are created so the project can proceed.

Customer Intent

Maria Angélica confirms starting the BredenMaster pilot (limited to Peru) and specifically requests the latest commercial proposal to advance; she also asks Andrés to set up recurring follow-up meetings and asks Zaira to confirm that the required items are already created.

Sentiment

Decisive and positive — Maria confirms go‑ahead for a scoped pilot (Peru) and asks for concrete next items (proposal, confirmations, meeting cadence).

Unanswered Questions

1) Please send the latest commercial proposal for the BredenMaster pilot (requested by Maria). 2) Zaira: please confirm that the required items are "creados" (created) so the team can proceed. 3) Andrés: please organise periodic meetings with Nicolás (recurring meeting cadence not yet created).

Pending Promises

1) Send the updated/latest commercial proposal tailored to BredenMaster (Peru). 2) Prepare/confirm Service Agreement and onboarding/registration details (inscripciones, proveedores, pagos) as previously referenced to Andres. 3) Confirm that the demo/portal access and required project setup items are live and available (verification to share with Maria and Zaira).

Topic Context

'última propuesta comercial' → refers to the updated commercial proposal for the BredenMaster pilot scoped to Peru (6-month pilot option), not the earlier Enterprise 12‑month plan. 'reuniones periódicas' → refers to recurring project follow-ups between Alianza Team and Nicolás/Troy for the BredenMaster pilot (not a sales qualifying call). 'creados' → refers to the onboarding/registration items previously mentioned (inscripciones, proveedores, pagos) and the Service Agreement / project setup resources for BredenMaster, not to calendar events or unrelated accounts.

Next Step Suggestion

Email must prioritise: 1) Attach the latest commercial proposal clearly labelled for the BredenMaster Peru pilot (highlight duration, deliverables, price, and performance terms). 2) Include a draft Service Agreement and a short onboarding checklist of the items Maria asked Zaira to confirm (inscripciones/proveedores/pagos/portal access) and request explicit confirmation for each. 3) Propose a specific recurring meeting cadence (e.g., 30‑minute weekly or biweekly checkpoints) and ask Andrés to create the recurring invites using Maria's HubSpot link; offer the names and role of Tridge participants (Nicolás + Troy) to include. Keep the email short, attach documents, and end with the exact next actions you expect from Maria, Andrés and Zaira.

← 수신 received 📎 61 zaira.cobos@alianzateam.com → maria.mashali@alianzateam.com, nicolas.dawson@tridge.com (CC: Nicolas Dawson <nicolas.dawson@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
73d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 73d ago
← 수신 received 📎 61 maria.mashali@alianzateam.com → nicolas.dawson@tridge.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Zaira Cobos Benavides <zaira.cobos@alianzateam.com>)
73d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 80d ago
→ 발신 sent 📎 61 nicolas.dawson@tridge.com → troy.kim@tridge.com (CC: "Maria Angélica Mashali Peñaranda" <maria.mashali@alianzateam.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
80d ago 보기
본문 보기
이전 메일 보기 → 발신 · troy.kim@tridge.com · 80d ago
→ 발신 sent troy.kim@tridge.com → maria.mashali@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Nicolas Dawson <nicolas.dawson@tridge.com>)
80d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 85d ago

Context Analyzer

Conversation Flow

Step 1: May 8 — Jian Shin (Tridge) proactively emailed Maria about palm oil 2026 market outlook and offered to share tailored Sourcing Intelligence data. Step 2: May 8 — Juan Sandoval (Alianza) replied expressing interest and offered his meeting links. Step 3: Jun 18–25 — Nicolas and Troy coordinated with Maria to build and schedule a Tridge Ark demo for BredenMaster; several proposed meeting times were scheduled and then canceled/rescheduled. Step 4: Jul 3–14 — Tridge confirmed approval to share a free sample Tridge Ark seller portal for BredenMaster and then sent the demo portal link and password (link and password shared 7–14 Jul). Step 5: Jul 30 – Aug 4 — Troy and Nicolas followed up asking whether Maria reviewed the portal; Maria replied on Aug 4 saying she was on vacation and asked to schedule a short call to review the demo. Step 6: Aug 4–7 — Nicolas asked to use Maria's HubSpot calendar; Nicolas suggested meeting times; Maria replied on Aug 7 asking them to book via her HubSpot link and then booked a meeting for Aug 12 08:30–08:45 (UTC-5) and sent the Google Meet invitation.

Customer Intent

Maria wants a short meeting to review the Tridge Ark demo prepared for Breden/BredenMaster (she asked the team to use her HubSpot scheduling link and has booked a 15-minute slot on Aug 12 08:30–08:45 UTC-5).

Sentiment

Engaged and collaborative — Maria apologized for a late reply due to vacation, asked to schedule a short review, and proactively booked a slot via her HubSpot link.

Unanswered Questions

none

Pending Promises

Deliver a demo walkthrough/review for BredenMaster (the demo exists and a meeting has been scheduled but the walkthrough has not yet been run).

Topic Context

'the demo' → refers to the Tridge Ark sample seller portal and partnership proposal prepared specifically for BredenMaster's frozen product line; 'Portal de Muestra BredenMaster' → the interactive Tridge Ark sample portal (link shared and password: U6PcAi5lq); 'HubSpot link' → Maria's public scheduling page (https://meetings.hubspot.com/maria-angelica-mashali-penaranda) used to book the meeting; 'meeting' → a short live review/walkthrough (customer booked 15 minutes on Aug 12 08:30–08:45 UTC-5); 'Breden/BredenMaster' → the case study/client whose products and GTM plan the demo targets (frozen bread line to expand beyond Chile).

Next Step Suggestion

Acknowledge Maria's booking warmly without accepting a call, then continue via email: confirm you received and noted the Aug 12 08:30–08:45 (UTC-5) slot, restate the intended agenda for the short demo walkthrough, re-send the portal link and password, ask which items they want prioritized in the 15-minute review and whether any supporting materials on BredenMaster should be added beforehand, and confirm which Tridge attendees will join.

→ 발신 sent 📎 56 nicolas.dawson@tridge.com → maria.mashali@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
85d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 85d ago
← 수신 received 📎 2 maria.mashali@alianzateam.com → nicolas.dawson@tridge.com
85d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 85d ago
← 수신 received maria.mashali@alianzateam.com → nicolas.dawson@tridge.com
85d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 85d ago
← 수신 received 📎 51 maria.mashali@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
85d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 85d ago
← 수신 received 📎 51 maria.mashali@alianzateam.com → nicolas.dawson@tridge.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
85d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 85d ago
→ 발신 sent 📎 38 nicolas.dawson@tridge.com → maria.mashali@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
85d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 87d ago
→ 발신 sent 📎 41 nicolas.dawson@tridge.com → maria.mashali@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
87d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 88d ago

Context Analyzer

Conversation Flow

Step 1: May 8 — Jian Shin (Tridge) emailed Maria offering Sourcing Intelligence, noting Malaysia palm oil futures ~MYR 4,200/mt for 2026 and offering tailored data and a demo. Step 2: May 8 — Juan Sandoval (Alianza) replied saying he is on Maria's team, expressed interest and shared his meeting booking links. Step 3: Jun 18 — Maria sent/updated a Google Meet invitation including Tridge participants (Nicolas Dawson, Troy Kim). Step 4: Jun 25 — Maria canceled two scheduled calendar events. Step 5: Aug 4 — Maria apologized for the late reply, said she was on vacation, and asked to schedule a short call to review the demo for Breden, providing her HubSpot meetings link.

Customer Intent

She is asking to schedule a short call to review the demo for Breden and notes she has not yet reviewed the demo.

Sentiment

Warm and engaged; apologetic for the delay and ready to progress (requests a short review).

Unanswered Questions

Could we schedule a short call to review the demo for Breden?

Pending Promises

none

Topic Context

'demo' → the Tridge demo specifically for Breden referenced by Maria. 'call/meeting' → Maria's request for a short call to review that Breden demo, not an acceptance of earlier calendar invites which were later canceled. 'Sourcing Intelligence' → the Tridge solution Jian Shin offered in his May 8 email. 'MYR 4,200/mt' → the Malaysia palm oil futures level for 2026 mentioned in Jian Shin's email. 'meeting links' → Juan provided his scheduling links on May 8; Maria supplied her HubSpot meetings link on Aug 4.

Next Step Suggestion

Acknowledge her meeting request warmly without accepting the call; instead offer a concise, tailored email deliverable: a 1-page demo summary for Breden, a 5–10 minute recorded walkthrough or key screenshots, and top 3 insights. Ask which topics to prioritize (use cases, volumes, routes, pricing/hedging, required timeframes) and whether any colleagues or documents should be included; offer to send these materials for her review and ask if she still wants a short live call after reviewing them.

← 수신 received 📎 41 maria.mashali@alianzateam.com → troy.kim@tridge.com, nicolas.dawson@tridge.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Nicolas Dawson <nicolas.dawson@tridge.com>)
88d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 88d ago
← 수신 received 📎 41 maria.mashali@alianzateam.com → troy.kim@tridge.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Nicolas Dawson <nicolas.dawson@tridge.com>)
88d ago 보기
본문 보기
이전 메일 보기 → 발신 · troy.kim@tridge.com · 92d ago
→ 발신 sent troy.kim@tridge.com → maria.mashali@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Nicolas Dawson <nicolas.dawson@tridge.com>)
92d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 109d ago
→ 발신 sent nicolas.dawson@tridge.com → troy.kim@tridge.com (CC: "Maria Angélica Mashali Peñaranda" <maria.mashali@alianzateam.com>, Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>)
109d ago 보기
본문 보기
이전 메일 보기 → 발신 · troy.kim@tridge.com · 115d ago
→ 발신 sent troy.kim@tridge.com → maria.mashali@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Nicolas Dawson <nicolas.dawson@tridge.com>)
115d ago 보기
본문 보기
이전 메일 보기 → 발신 · troy.kim@tridge.com · 120d ago
→ 발신 sent troy.kim@tridge.com → maria.mashali@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Nicolas Dawson <nicolas.dawson@tridge.com>)
120d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 123d ago
→ 발신 sent nicolas.dawson@tridge.com → maria.mashali@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Troy Kim <troy.kim@tridge.com>)
123d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 128d ago

Context Analyzer

Conversation Flow

Step 1: Jian Shin (Tridge) emailed Maria offering Sourcing Intelligence for palm oil 2026 and cited MYR 4,200/mt as a forecast, inviting a response to receive tailored data and linking to a demo/video. Step 2: Juan Sandoval (from Maria's team) replied saying they want to review the tool and provided his meeting scheduling links. Step 3: Maria Angélica created/updated a Google Calendar invite for a demo/meeting including Tridge attendees (Nicolas Dawson, Troy Kim) for Jun 18. Step 4: Maria later canceled the scheduled events (two calendar invites) on Jun 25, removing them from participants' calendars.

Customer Intent

Most recent inbound actions are cancellations of scheduled meetings; there is no explicit question. Previously, the customer (Juan/Maria team) expressed interest in reviewing Tridge's Sourcing Intelligence and attempted to schedule a meeting.

Sentiment

Administrative and neutral in the latest messages (meeting cancellations). Engagement was previously positive/curious (Juan proactively provided meeting links).

Unanswered Questions

none

Pending Promises

none

Topic Context

'Sourcing Intelligence' → Tridge's market intelligence product for sourcing decisions (the tool Juan wanted to review). 'MYR 4,200/mt' → forecasted Malaysian palm oil futures price for 2026 cited by Jian. 'this tool' or 'the tool' → refers to Tridge's Sourcing Intelligence/dataset and interactive demo. 'meeting link' → Juan's calendar scheduling links he provided to coordinate a demo; separate Google Meet calendar invites were created by Maria and later canceled. 'data adapted to products and routes' → refers to the tailored Sourcing Intelligence outputs Jian offered to prepare for Alianza Team's specific product lines and logistics routes.

Next Step Suggestion

Acknowledge the cancellation warmly without accepting a meeting, confirm you received the cancellations, and continue engagement by email: offer to send a concise, tailored data snapshot (forecast summary, MYR 4,200/mt context), sample dashboard screenshots, and a short PDF tailored to their products/routes. Ask for the specific product codes/routes and typical volumes or KPIs needed to customize the snapshot, and confirm the best recipients and timeline for delivery — do not propose a call.

→ 발신 sent nicolas.dawson@tridge.com → maria.mashali@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Troy Kim <troy.kim@tridge.com>)
128d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 128d ago
← 수신 received maria.mashali@alianzateam.com → nicolas.dawson@tridge.com
128d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 128d ago
← 수신 received maria.mashali@alianzateam.com → nicolas.dawson@tridge.com
128d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 128d ago
← 수신 received 📎 25 maria.mashali@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Troy Kim <troy.kim@tridge.com>)
128d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 128d ago
← 수신 received maria.mashali@alianzateam.com → nicolas.dawson@tridge.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Troy Kim <troy.kim@tridge.com>)
128d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 128d ago
→ 발신 sent nicolas.dawson@tridge.com → maria.mashali@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Troy Kim <troy.kim@tridge.com>)
128d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 129d ago
→ 발신 sent nicolas.dawson@tridge.com → maria.mashali@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Troy Kim <troy.kim@tridge.com>)
129d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 130d ago
→ 발신 sent nicolas.dawson@tridge.com → maria.mashali@alianzateam.com (CC: Andres Felipe Rivera Diaz <andres.rivera@alianzateam.com>, Troy Kim <troy.kim@tridge.com>)
130d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 130d ago
← 수신 received maria.mashali@alianzateam.com → nicolas.dawson@tridge.com
130d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 130d ago
← 수신 received maria.mashali@alianzateam.com → nicolas.dawson@tridge.com
130d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 130d ago
← 수신 received maria.mashali@alianzateam.com → nicolas.dawson@tridge.com
130d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 130d ago
← 수신 received maria.mashali@alianzateam.com → nicolas.dawson@tridge.com
130d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 130d ago
← 수신 received 📎 10 maria.mashali@alianzateam.com → nicolas.dawson@tridge.com, andres.rivera@alianzateam.com, troy.kim@tridge.com (CC: Troy Kim <troy.kim@tridge.com>)
130d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 130d ago
← 수신 received maria.mashali@alianzateam.com → nicolas.dawson@tridge.com, andres.rivera@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>)
130d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 131d ago
→ 발신 sent nicolas.dawson@tridge.com → maria.mashali@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>)
131d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 134d ago
→ 발신 sent nicolas.dawson@tridge.com → maria.mashali@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>)
134d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 135d ago
← 수신 received 📎 2 maria.mashali@alianzateam.com → troy.kim@tridge.com, nicolas.dawson@tridge.com
135d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 135d ago
← 수신 received maria.mashali@alianzateam.com → nicolas.dawson@tridge.com, troy.kim@tridge.com
135d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 137d ago
← 수신 received maria.mashali@alianzateam.com → nicolas.dawson@tridge.com
137d ago 보기
본문 보기
이전 메일 보기 ← 수신 · maria.mashali@alianzateam.com · 137d ago
← 수신 received maria.mashali@alianzateam.com → nicolas.dawson@tridge.com
137d ago 보기
본문 보기
이전 메일 보기 ← 수신 · juan.sandoval@alianzateam.com · 150d ago
← 수신 received juan.sandoval@alianzateam.com → nicolas.dawson@tridge.com
150d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 150d ago
→ 발신 sent nicolas.dawson@tridge.com → juan.sandoval@alianzateam.com (CC: maria.mashali@alianzateam.com, Troy Kim <troy.kim@tridge.com>)
150d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 158d ago
→ 발신 sent nicolas.dawson@tridge.com → juan.sandoval@alianzateam.com (CC: maria.mashali@alianzateam.com, Troy Kim <troy.kim@tridge.com>)
158d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 163d ago
→ 발신 sent nicolas.dawson@tridge.com → juan.sandoval@alianzateam.com
163d ago 보기
본문 보기
이전 메일 보기 ← 수신 · juan.sandoval@alianzateam.com · 163d ago
← 수신 received juan.sandoval@alianzateam.com → nicolas.dawson@tridge.com
163d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 163d ago
→ 발신 sent nicolas.dawson@tridge.com → juan.sandoval@alianzateam.com, maria.mashali@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>, Justin Doohyun Roh <justin.roh@tridge.com>)
163d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 164d ago
→ 발신 sent nicolas.dawson@tridge.com → juan.sandoval@alianzateam.com, maria.mashali@alianzateam.com (CC: Troy Kim <troy.kim@tridge.com>, Justin Doohyun Roh <justin.roh@tridge.com>)
164d ago 보기
본문 보기
이전 메일 보기 ← 수신 · juan.sandoval@alianzateam.com · 168d ago
← 수신 received juan.sandoval@alianzateam.com → nicolas.dawson@tridge.com
168d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 168d ago
→ 발신 sent nicolas.dawson@tridge.com → juan.sandoval@alianzateam.com
168d ago 보기
본문 보기
이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 171d ago
→ 발신 sent nicolas.dawson@tridge.com → juan.sandoval@alianzateam.com (CC: maria.mashali@alianzateam.com)
171d ago 보기
본문 보기
이전 메일 보기 → 발신 · juan.sandoval@alianzateam.com · 171d ago
→ 발신 sent juan.sandoval@alianzateam.com → nicolas.dawson@tridge.com (CC: maria.mashali@alianzateam.com)
171d ago 보기
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이전 메일 보기 → 발신 · nicolas.dawson@tridge.com · 171d ago
→ 발신 sent nicolas.dawson@tridge.com → juan.sandoval@alianzateam.com (CC: maria.mashali@alianzateam.com)
171d ago 보기
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이전 메일 보기 ← 수신 · juan.sandoval@alianzateam.com · 176d ago
Deal Created — 2026-05-08 21:39

아래의 메일 이력은 딜 생성 전에 고객과 주고받은 내역입니다. (최대 3개월 전까지의 내역만 불러옵니다)

← 수신 received juan.sandoval@alianzateam.com → jian_shin2@tridge.com
176d ago 보기
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이전 메일 보기 → 발신 · jian_shin2@tridge.com · 176d ago
→ 발신 sent jian_shin2@tridge.com → maria.mashali@alianzateam.com
176d ago 보기
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✏️ 직접 작성

발신자의 서명만 포함된 빈 초안을 생성합니다. 직접 내용을 작성한 후 발송할 수 있습니다.

✉️ 후속 메일 작성

고객 답신을 기다리지 않고 후속 메일 초안을 만듭니다. 목적이나 메시징 방향을 입력하면 해당 지침을 반영합니다.

✉️ 재참여 메일 작성

고객 답신을 기다리지 않고 재참여 메일 초안을 만듭니다. 재참여 각도나 메시징 방향을 입력하면 해당 지침을 반영합니다.

최근 AI 작업

전체 보기
run-311fe0e7-11aa-4e34-bc62-ef99fbc527eb thread_developer_v2_sourcing completed
0 turns — 71d ago
run-add4ab18-67e3-4710-b8b3-acf1b6ec80e6 sensitive_topic_detector completed
0 turns — 71d ago
run-e92589f6-02c8-4a3b-bdc6-97a6396d8809 conversation_analyzer completed
0 turns — 71d ago
run-4ce05f46-dc11-4c23-af9c-18e6755dcdd3 deal_sales_playbook_generator failed
0 turns — 71d ago
run-52fc5543-b318-4ab0-91e1-b00904ee02b5 thread_developer_v2_sourcing completed
0 turns — 72d ago

고객 언어 수정

비워두면 고객 언어 값을 지웁니다.

딜 정보 수정

비워두면 현재 값이 유지됩니다.

업체 정보

업체 기본 정보입니다.

Business Type

딜 담당자가 직접 작성한 업체의 Business Type입니다.

AI Qualification

자동 분류 · 수정 불가

AI가 분류한 업체의 GTM 정보입니다. 수정이 필요하면 MQL, Playbook 업데이트를 실행하세요.

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거래 방향 수정

앞으로 생성되는 이메일 초안에 이 거래 방향을 반영합니다.

Disqualified 처리

Alianza Team을 Disqualified 처리합니다.
딜이 종료되고, 이후 자동 이메일 초안은 생성되지 않습니다.

Qualification 정보 수정

Qualification 정보

회사 프로필 (가격 산정 참고용)

메일 이력

⚠️ 참여자 제거

참여자를 이 딜에서 제거합니다.

제거 후 해당 참여자는 더 이상 이 딜에 접근할 수 없습니다.

⚠️ 연락처 제거

연락처를 이 딜에서 제거합니다.

제거 후 해당 연락처는 이 딜의 고객 연락처 목록에 표시되지 않습니다.

↺ 가격 다시 계산

현재 딜 정보를 기준으로 가격을 다시 계산합니다. 필요한 경우 추가 지침을 입력하세요.

입력하지 않으면 딜 정보만으로 계산합니다.

가격 점수 수정

Price (Annual USD) is auto-computed from the tier using the pricing table.

📨 Demo Sent 수동 처리

Alianza Team 딜을 Demo Sent 상태로 전환합니다.

🌱 Nurturing으로 보류

Alianza Team 딜을 Nurturing으로 보류합니다.
재오픈 날짜가 되면 1시간 주기로 확인해 Open 상태로 돌아갑니다.

선택 날짜 도달 후 최대 약 1시간 내 Open 상태로 돌아갑니다.

✗ Closed Lost로 처리

Alianza Team 딜의 종료 사유를 선택하세요.
선택한 사유는 마무리 메일 초안에 반영됩니다.

✗ Closed Lost 확인

선택 사유:

딜을 Lost로 종료합니다. 이후 자동 초안 생성과 상태 변경이 중단됩니다.

마무리 메일 초안도 만들까요?

❌ Lost로 종료

딜을 Lost로 종료합니다. 이후 자동 초안 생성과 상태 변경이 중단됩니다.

🔄 딜 다시 열기

Lost 처리된 딜을 다시 엽니다. 직전 단계로 돌아갑니다.

이메일 초안 설정