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Atlas Security: renewal to delivery handoff brief

Atlas Security: renewal to delivery handoff brief

A sales lead handing over a client folder to a delivery lead

Handoff brief Atlas Security Northwind Demand

Owner: Ben Ortiz. Updated Sep 24, 2026.

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.

Details
CompanyAtlas Security
Primary contactKira Shah, Demand Generation Director
ServiceNext account program: two committee tracks and a regional follow up pilot
Fee$118,500 fixed, six months, if the recommended option is chosen
StatusDraft, completes at signature
BOBen OrtizProgram director, led the renewal

Owns commercial questions and the pilot scope.

TGTalia GreenCampaign operations lead, receives the handoff

Owns tracks, webinar and follow up rules.

What we promised during the renewal

PromiseRecorded whereWhat delivery must honor
Pipeline influence stays qualifiedQ3 influence review, Sep 21Report operating evidence, never attributed revenue
Pilot measured on owner and disposition completenessPilot scoping approval, Sep 21Weekly completeness checks by region
Follow ups only where consent and ownership allowWebinar review, Sep 10No bulk follow up, one task per accepted request
Outreach waits for refreshed sourcesResearch approval, Sep 3Wording approved only after sources are dated

Missing detail: pilot regions

The proposal does not yet say which regions run the pilot. North America West and Europe had the most open records. Owner: Ben Ortiz, to confirm at the Oct 14 pilot scope review and record it here.

What carries over from the current program

WorkstreamStatus on Sep 21Next step
Buying committee modelApproved Aug 27Track 2 builds on it
Account research6 supported, 4 returnedAtlas qualifies by Sep 30
Webinar follow up10 of 12 acceptedTwo week review recorded
Lead dispositions24 of 31Review on Oct 1
Regional follow up pilotScoping approvedScope review Oct 14

Handoff checklist

Before kickoff
✓Fee, scope and promises reviewed with Ben
✓Q3 influence review read in full
Pilot regions confirmed
Regional owner named for every account
Kickoff booked with Kira Shah for Nov 2

Kickoff steps

✓Handoff drafted
Open questions settled
Signature
Kickoff
First evidence review
  • Handoff drafted: Ben to Talia
  • Open questions settled: Oct 14 review
  • Signature: Oct 23
  • Kickoff: Nov 2
  • First evidence review: Dec 1

What the proposal does and does not say

Details
Service lineAccount based demand generation
TermNov 2, 2026 to Apr 30, 2027
Media spendNot included, stays on Atlas budgets
Second regionOnly in the full option

Delivery starts on what is confirmed

Where the proposal is silent, delivery works from the smaller scope until Atlas confirms otherwise.

Demo deal room. Northwind Demand, Atlas Security, the people, fees and every figure are fictional sample data. Built on FuseBase.