Ajay Mehta
On 2 calls in this window, owning 0 open commitments.
Coaching9
Recorded against the calls this person was on. Where several AegisCloud people attended, the same notes appear for each of them.
Strengths (6)
Validated customer frustration over the March outage and kept focus on specifics before investigating.
Avoided speculation on the Detect cause, requiring verification of timestamps before making commitments.
Provided clear next steps and timelines for both disputes.
Aisha proactively asked about Clearwater's compliance priorities and audit cycle, uncovering HIPAA, PCI, ISO 27001 and SOC 2 type 2 needs.
Mike gave concrete and time-bound deployment steps with clear prerequisites.
Aisha closed the call with a concrete timeline and scheduled a Thursday review.
Improvement notes (3)
The request to hold payment on disputed portions was not explicitly confirmed by the customer; follow-up may be needed.
Next step secured?Whether the rep locked in a concrete next step.FYISupport Case #8179 - Clearwater Medical Overage Charges DisputeThe term 'disputed portions' of the invoice was left vague; customer may not know exactly what to withhold.
Clarity?How clearly the rep explained things.FYISupport Case #8179 - Clearwater Medical Overage Charges DisputeCustomer-side prerequisites (IAM role, CloudTrail verification) were listed but not tied to a named owner in the moment; Natalie took them on verbally.
Accountability?Whether the rep took ownership.FYIAegis / Clearwater Medical - Comply v2 Deployment Kickoff
Their calls2
| Call | Account | Date | Outcome | Sentiment | Talk share |
|---|---|---|---|---|---|
Clearwater Medical disputes $4,000 April overage charges tied to Comply and Detect | Clearwater Medical | 10 Apr 2026 | Escalated | -1 | 58% |
Clearwater Medical and Aegis kick off Comply v2 deployment, plan Thursday review | Clearwater Medical | 7 Apr 2026 | Progressed | +1 | 65% |