David Kim
On 5 calls in this window, owning 17 open commitments.
What they owe17
Measured against 28 Apr 2026, the most recent call in the corpus.
| Commitment | Due | Action type | Account | |
|---|---|---|---|---|
| Follow up in writing on whether Comply v2 supports custom control labeling with internal policy numbers. Support Case #1993 - Forge Industries Comply v2 Early Access Question | 3 Apr 2026Pastsaid “by end of week” | follow up | Forge Industries | |
| Send calendar invite for follow-up call tomorrow at 10 AM Central with a Protect platform engineer Support Case #9856 - Silverline Brands Backup Window Exceeded | 12 Apr 2026Pastsaid “within the next 30 minutes” | schedule session | Silverline Brands | |
| Escalate case to Protect infrastructure team as P1 and confirm whether backend routing changes caused throughput drop Support Case #9856 - Silverline Brands Backup Window Exceeded | 12 Apr 2026Pastsaid “today” | escalate case | Silverline Brands | |
| Deploy backup agent 4.2.0 as a manual deployment via console Support Case #9856 - Silverline Brands Backup Window Exceeded | 12 Apr 2026Pastsaid “within the hour” | engineering or configuration change | Silverline Brands | |
| Adjust backup job priorities and throttle lower-priority file-server jobs to prioritize SQL workloads Support Case #9856 - Silverline Brands Backup Window Exceeded | 12 Apr 2026Pastsaid “now” | engineering or configuration change | Silverline Brands | |
| Check in on tonight's backup run tomorrow morning before the follow-up call Support Case #9856 - Silverline Brands Backup Window Exceeded | 13 Apr 2026Pastsaid “tomorrow morning before our call” | follow up | Silverline Brands | |
| Document the March outage communication failure as a separate escalation item | 15 Apr 2026Pastsaid “today” | document or write up | Summit Trust | |
| Send Summit Trust and their account manager a formal incident summary covering the March outage, latency root cause, remediation, and resolution | 16 Apr 2026Pastsaid “by end of business tomorrow” | send artefact | Summit Trust | |
| Attach proration calculation breakdown to case 7570 and send email summary via case portal. Support Case #7570 - Silverline Brands Comply v2 License Upgrade | 18 Apr 2026Pastsaid “within the hour” | billing and commercial | Silverline Brands | |
| Switch Stratos's LogVault integration from batched pushes to streaming mode Support Case #3536 - Stratos Cloud LogVault Integration Timeout | 22 Apr 2026Pastsaid “today” | engineering or configuration change | Stratos Cloud | |
| Backfill missed Aegis Detect events to Stratos LogVault and notify Damien on start and completion Support Case #3536 - Stratos Cloud LogVault Integration Timeout | 22 Apr 2026Pastsaid “one to two hours” | engineering or configuration change | Stratos Cloud | |
| Issue a $255 credit to Silverline Brands account, applied to the May 1st invoice. Support Case #7570 - Silverline Brands Comply v2 License Upgrade | 1 May 2026said “May 1st” | billing and commercial | Silverline Brands | |
| Monitor the tenant migration and send Summit Trust a direct update once complete | No date | follow up | Summit Trust | |
| Set an alert so David is paged if SQL job duration exceeds six hours Support Case #9856 - Silverline Brands Backup Window Exceeded | No date | engineering or configuration change | Silverline Brands | |
| Escalate the proration miscalculation to the billing systems team for broader review. Support Case #7570 - Silverline Brands Comply v2 License Upgrade | No date | escalate case | Silverline Brands | |
| Set up synthetic monitoring check using LogVault to detect alert latency and send setup documentation | No date | engineering or configuration change | Summit Trust | |
| Send the April 10 Comply v2 customer webinar calendar invite to Dana and her two compliance analysts. Support Case #1993 - Forge Industries Comply v2 Early Access Question | No date | schedule session | Forge Industries |
Coaching20
Recorded against the calls this person was on. Where several AegisCloud people attended, the same notes appear for each of them.
Strengths (16)
Priya and David gathered specific details (error codes, tenant version, event volume) before diagnosing, which led to the root cause.
Priya labeled the circuit breaker link as a hypothesis and insisted logs be checked before confirming, maintaining accuracy under pressure.
Priya took personal ownership of the incident summary and follow-up call, securing clear next steps.
David confirmed the customer's issue by restating it and pulling up account records before diagnosing.
David explained the proration calculation clearly and offered to send the breakdown for the finance team.
David gave a clear recap of next steps and secured the customer's agreement.
David probed for the customer's own evidence—SIEM comparison, webhook path, severity settings—before diagnosing the issue.
He took ownership of the communication failure and the remediation-related latency without deflecting, which kept the customer engaged.
He secured clear next steps with specific owners and timing, including a written incident summary and a direct post-migration update.
Acknowledged the slow initial response and apologised directly instead of deflecting.
Asked targeted diagnostic questions to isolate affected workloads and backup type.
Moved to concrete action: P1 escalation, agent update, priority adjustments, alert, and scheduled engineering follow-up.
Shared suspected internal cause transparently before confirming it.
Elena tied the v2 release details directly back to Forge's specific frameworks and audit pain points, confirming fit rather than just reading release notes.
Elena answered Gerald's question about report lag plainly and without dismissing it, clarifying that the data is continuously synced.
David secured concrete next steps with an owner and a deadline.
Improvement notes (4)
After Damien's churn warning, Priya acknowledged the feedback but did not probe what would specifically rebuild trust or what his leadership needs to see.
Objection handling?How the rep responded to pushback.CoachableSupport Case #3536 - Stratos Cloud LogVault Integration TimeoutDavid corrected the customer's day-count assumption without first explaining the 30-day standard month, which caused a brief back-and-forth. Proactively stating the proration basis would have avoided the confusion.
Clarity?How clearly the rep explained things.FYISupport Case #7570 - Silverline Brands Comply v2 License UpgradeDavid's disclosure of the March outage preceded any explanation of why Summit Trust was not notified, which initially deepened frustration; acknowledging the communication gap first could have softened the reaction.
Clarity?How clearly the rep explained things.FYISupport Case #6147 - Summit Trust Detect Alert DelaysThe migration guide will be published on the same day as the GA release, which leaves no lead time for customers to prepare their control mappings ahead of the rollout.
Clarity?How clearly the rep explained things.FYISupport Case #1993 - Forge Industries Comply v2 Early Access Question
Their calls5
| Call | Account | Date | Outcome | Sentiment | Talk share |
|---|---|---|---|---|---|
Aegis will switch Stratos to streaming mode and backfill data after circuit breaker threshold issue. | Stratos Cloud | 22 Apr 2026 | Progressed | -1 | 63% |
Aegis will credit $255 for Comply v2 proration billing error | Silverline Brands | 18 Apr 2026 | Progressed | +1 | 58% |
Summit Trust Detect delays tied to post-outage node imbalance; emergency rebalance submitted. | Summit Trust | 15 Apr 2026 | Progressed | -1 | 57% |
Support will escalate Silverline backup issue and push agent update before follow-up call | Silverline Brands | 12 Apr 2026 | Escalated | -1 | 60% |
Forge learns Comply v2 GA is April 7; custom labeling question to be followed up | Forge Industries | 3 Apr 2026 | Resolved | +1 | 58% |