# Acme Corporation

**Owner:** Sarah Chen, Senior Account Executive  
**Account Tier:** Enterprise

<Columns>
<Stat label="Total Deal Value" value="$2.4M" change="+12% vs last quarter" tone="success" icon="currency-dollar" />
<Stat label="Current Stage" value="Negotiation" tone="info" icon="handshake" />
<Stat label="Renewal Date" value="2025-03-15" change="32 days remaining" tone="warning" icon="calendar" />
</Columns>

<Callout tone="warning" title="Renewal approaching">
Contract renews in 32 days. Schedule QBR and prepare renewal proposal by March 1st.
</Callout>

<Card title="Recent Activity" subtitle="Last 10 interactions, newest first">
<Steps>
<Step title="Proposal sent" subtitle="2025-02-10 14:30 — Sarah Chen" status="done">
Enterprise renewal proposal v3 delivered via DocuSign. Includes 3-year term with 5% uplift.
</Step>
<Step title="Call logged" subtitle="2025-02-08 10:00 — Sarah Chen" status="done">
Discussed implementation timeline for new security module. Technical lead requested API docs.
</Step>
<Step title="Meeting completed" subtitle="2025-02-05 15:00 — Sarah Chen, Mike Torres (SE)" status="done">
Technical deep-dive with Acme engineering team. Covered SSO integration and data migration.
</Step>
<Step title="Email sent" subtitle="2025-02-03 09:15 — Sarah Chen" status="done">
Follow-up with case studies and ROI calculator for security module add-on.
</Step>
<Step title="Demo delivered" subtitle="2025-01-28 11:00 — Mike Torres (SE)" status="done">
Live demo of advanced analytics dashboard to VP Engineering and 3 directors.
</Step>
<Step title="Call logged" subtitle="2025-01-22 16:45 — Sarah Chen" status="done">
Champion check-in with Director of IT. Confirmed budget approval process for Q1.
</Step>
<Step title="Contract uploaded" subtitle="2025-01-15 12:00 — Legal Ops" status="done">
MSA redlines received from Acme legal. Under review by our counsel.
</Step>
<Step title="Meeting completed" subtitle="2025-01-10 14:00 — Sarah Chen, VP Sales" status="done">
Executive alignment call with CTO. Discussed strategic roadmap and co-marketing.
</Step>
<Step title="Email sent" subtitle="2025-01-08 08:30 — Sarah Chen" status="done">
Shared security compliance certifications (SOC 2, ISO 27001) per procurement request.
</Step>
<Step title="Call logged" subtitle="2025-01-03 13:20 — Sarah Chen" status="done">
New stakeholder intro: acquired subsidiary's IT director added to buying committee.
</Step>
</Steps>
</Card>

<Card title="Contacts" subtitle="8 contacts · 3 decision makers">
| Name | Role | Title | Email | Phone | Influence |
|---|---|---|---|---|---|
| Patricia Ramos | Champion | VP Engineering | pramos@acme.com | +1 415-555-0142 | High |
| David Kim | Decision Maker | CTO | dkim@acme.com | +1 415-555-0188 | High |
| Lisa Chen | Decision Maker | CFO | lchen@acme.com | +1 415-555-0192 | High |
| Marcus Johnson | Influencer | Director, IT Security | mjohnson@acme.com | +1 415-555-0156 | Medium |
| Angela Foster | User | Senior DevOps Engineer | afoster@acme.com | +1 415-555-0134 | Medium |
| Robert Park | Blocker | Procurement Lead | rpark@acme.com | +1 415-555-0167 | Low |
| Jennifer Wu | Champion | Engineering Manager | jwu@acme.com | +1 415-555-0129 | Medium |
| Thomas Reid | Influencer | Director, Platform Engineering | treid@acme.com | +1 415-555-0173 | Medium |
</Card>

<Card title="Open Follow-ups" subtitle="5 items due">
| Task | Owner | Due Date | Status | Related To |
|---|---|---|---|---|
| Send API documentation to Marcus Johnson | Sarah Chen | 2025-02-12 | Open | Security module integration |
| Schedule legal review call for MSA redlines | Sarah Chen | 2025-02-14 | Open | Contract negotiation |
| Prepare ROI analysis for 3-year term | Sarah Chen | 2025-02-18 | Open | Renewal proposal |
| Coordinate executive sponsor intro (CTO ↔ VP Sales) | Sarah Chen | 2025-02-20 | Open | Strategic alignment |
| Draft renewal order form for finance approval | Sales Ops | 2025-03-01 | Pending | Contract renewal |
</Card>

<Card title="Account Notes" subtitle="Private notes for this account">
<Form name="account-notes">
<TextArea label="Add a note" name="note" placeholder="Jot down thoughts, observations, or reminders…" rows="4" hint="Notes are visible only to you and your manager" />
<Button>Save note</Button>
<Button variant="tertiary">Cancel</Button>
</Form>
<Details title="Previous notes" open="false">
**2025-02-08** — Sarah Chen: Technical lead Marcus is very engaged on security module. Good champion.
**2025-01-28** — Mike Torres (SE): Demo went well. VP Engineering asked about custom reporting — follow up.
**2025-01-15** — Sarah Chen: Legal redlines are minor — mostly liability caps and data residency. Should close fast.
**2025-01-03** — Sarah Chen: New stakeholder Thomas Reid from acquired subsidiary. Needs separate onboarding.
</Details>
</Card>

<Card title="Log a Call" subtitle="Record a phone or video conversation">
<Form name="log-call">
<Input label="Date & Time" name="call_datetime" type="datetime-local" value="2025-02-11T14:30" required="true" />
<Select label="Contact" name="contact" placeholder="Select contact" options="Patricia Ramos (VP Engineering) | David Kim (CTO) | Lisa Chen (CFO) | Marcus Johnson (Dir. IT Security) | Angela Foster (Sr. DevOps) | Robert Park (Procurement) | Jennifer Wu (Eng Manager) | Thomas Reid (Dir. Platform Eng)" required="true" />
<Select label="Call Type" name="call_type" placeholder="Select type" options="Discovery | Demo | Negotiation | Check-in | Technical | Executive | Other" required="true" />
<Select label="Outcome" name="outcome" placeholder="Select outcome" options="Positive — moved forward | Neutral — more info needed | Negative — blocked/objeciton | No answer / voicemail | Rescheduled" required="true" />
<TextArea label="Notes / Summary" name="summary" placeholder="Key discussion points, decisions, action items, objections raised…" rows="5" required="true" />
<Checkboxes label="Action Items" name="action_items" options="Send follow-up email | Schedule next meeting | Share collateral | Involve specialist (SE/legal/finance) | Update deal stage | Other" />
<Button>Log call</Button>
<Button variant="tertiary">Cancel</Button>
</Form>
</Card>