Lisa Park
On 2 calls in this window, owning 4 open commitments.
What they owe4
Measured against 28 Apr 2026, the most recent call in the corpus.
| Commitment | Due | Action type | Account | |
|---|---|---|---|---|
| Send the full post-incident review for the Detect outage to Lauren. | 11 Apr 2026Pastsaid “after the call” | send artefact | Cobalt Software | |
| Prepare two renewal proposal options: base at current tier and growth pricing in the expanded workload count. | 24 Apr 2026Pastsaid “around the 24th” | billing and commercial | Cobalt Software | |
| Send Blackridge a scoped proof of concept proposal with a timeline and implementation team contact for HIPAA reporting. | 24 Apr 2026Pastsaid “by end of week” | billing and commercial | Blackridge Investments | |
| Schedule a compliance specialist walkthrough for Comply v2 ahead of the audit cycle. | 1 Jun 2026said “sometime in June” | schedule session | Cobalt Software |
Coaching11
Recorded against the calls this person was on. Where several AegisCloud people attended, the same notes appear for each of them.
Strengths (8)
Maria and Lisa asked targeted discovery questions about the customer's audit pain points before pitching Comply v2.
Lisa acknowledged Julia's manual effort and tied it to lost security time, reinforcing the value of the proposed solution.
Lisa proactively disclosed the March Detect incident, and Warren explicitly said the transparency increased his confidence.
Lisa proposed a concrete scoped POC and committed to a proposal timeline, securing a clear next step.
Lisa invited Lauren to share the full impact of the outage instead of moving straight to remediation.
She offered the post-incident review and a solutions architect session to rebuild confidence after the reliability concern.
Lisa asked about workload growth and the CloudPrime/Azure mix to shape the renewal proposal.
She closed with a clear recap of commitments and a concrete proposal deadline.
Improvement notes (3)
The POC was proposed before confirming all internal stakeholders; Warren had to raise that legal and compliance needed to be looped in.
Next step secured?Whether the rep locked in a concrete next step.FYIAegis / Blackridge Investments - HIPAA Compliance ReviewWhen Lauren mentioned procurement wanted a competitive quote, Lisa did not explore what factors would drive the decision or how Aegis could win the comparison.
Discovery?How well the rep drew out the customer's situation.CoachableAegis / Cobalt Software - Q2 PlanningLisa was not certain about the contract escalator ('I believe it's three percent') and should confirm before presenting pricing.
Their calls2
| Call | Account | Date | Outcome | Sentiment | Talk share |
|---|---|---|---|---|---|
Blackridge evaluates Aegis Comply v2 for HIPAA reporting; POC proposal due Friday | Blackridge Investments | 21 Apr 2026 | Progressed | +1 | 58% |
Cobalt flags March Detect outage; Aegis will send review and renewal options. | Cobalt Software | 11 Apr 2026 | Progressed | -1 | 58% |