Deal snapshot
Handing the next Atlas program from the renewal to delivery without losing what we promised. Prepared by Ben Ortiz for Talia Green before signature, and completed on Oct 23 if Atlas signs.
- Company
- Atlas Security
- Primary contact
- Kira Shah, Demand Generation Director
- Service
- Next account program: two committee tracks and a regional follow up pilot
- Fee
- $118,500 fixed, six months, if the recommended option is chosen
- Status
- Draft, completes at signature
- Ben OrtizProgram director, led the renewal
Owns commercial questions and the pilot scope.
- Talia GreenCampaign operations lead, receives the handoff
Owns tracks, webinar and follow up rules.
What we promised during the renewal
| Promise | Recorded where | What delivery must honor |
|---|---|---|
| Pipeline influence stays qualified | Q3 influence review, Sep 21 | Report operating evidence, never attributed revenue |
| Pilot measured on owner and disposition completeness | Pilot scoping approval, Sep 21 | Weekly completeness checks by region |
| Follow ups only where consent and ownership allow | Webinar review, Sep 10 | No bulk follow up, one task per accepted request |
| Outreach waits for refreshed sources | Research approval, Sep 3 | Wording approved only after sources are dated |
What carries over from the current program
| Workstream | Status on Sep 21 | Next step |
|---|---|---|
| Buying committee model | Approved Aug 27 | Track 2 builds on it |
| Account research | 6 supported, 4 returned | Atlas qualifies by Sep 30 |
| Webinar follow up | 10 of 12 accepted | Two week review recorded |
| Lead dispositions | 24 of 31 | Review on Oct 1 |
| Regional follow up pilot | Scoping approved | Scope review Oct 14 |
Handoff checklist
Before kickoff
- Fee, scope and promises reviewed with Bendone
- Q3 influence review read in fulldone
- Pilot regions confirmedopen
- Regional owner named for every accountopen
- Kickoff booked with Kira Shah for Nov 2open
Kickoff steps
- Handoff draftedBen to Talia
- Open questions settledOct 14 review
- SignatureOct 23
- KickoffNov 2
- First evidence reviewDec 1
What the proposal does and does not say
- Service line
- Account based demand generation
- Term
- Nov 2, 2026 to Apr 30, 2027
- Media spend
- Not included, stays on Atlas budgets
- Second region
- Only in the full option