{
  "gtme": "Jason De Leon",
  "manager": "Stephanie Ervin",
  "meeting_date": "2026-06-01",
  "week_start": "2026-05-25",
  "week_end": "2026-05-29",
  "status": "READY_FOR_ONE_ON_ONE",
  "metrics": {
    "completed_client_calls": {
      "value": 30,
      "confidence": "VERIFIED",
      "source": "CAL-001,DCC-001,DCC-002,DCC-003,CAL-003",
      "note": "Calendar-backed completed client calls from May 26 through May 29. Tuesday through Thursday came from completed daily call packages. Friday came from the calendar search and Friday call-alignment source."
    },
    "customer_success_qualified_leads": {
      "value": 0,
      "confidence": "VERIFIED_IN_REVIEWED_SOURCES",
      "source": "CSQL-001,LOCAL-003",
      "note": "No Jason-owned target-week Customer Success Qualified Lead entries were found in the Slack notification sweep or May context table."
    },
    "closed_won_renewal_movement": {
      "label": "Closed-won renewal movement",
      "value": "$60,396",
      "confidence": "VERIFIED_IN_MAY_CONTEXT_PULL",
      "source": "LOCAL-003",
      "note": "Canyon Partners closed won on 2026-05-27 and Securiti closed won on 2026-05-28. Keep this inside the one-on-one unless Salesforce is rechecked live."
    },
    "agentic_outbound_patterns": {
      "label": "Agentic outbound patterns",
      "confidence": "SOURCE_BOUND",
      "source": "LOCAL-003,SECURITI-TRIAD-001,MCP-CLI-001,VIDEOAMP-001,MARTAL-001,CAL-MARTAL-001",
      "accounts": [
        {
          "account": "Domo",
          "state": "active proof pattern",
          "note": "Weekly EMEA enablement, Claude MCP connector, gated-content workflow, AI Research, scoring and messaging, and Projects work."
        },
        {
          "account": "Securiti",
          "state": "active triad intervention",
          "note": "Salesforce field discovery first, Apollo exposure second, Claude exposure third, then BDR skills and a narrow pilot."
        },
        {
          "account": "Telnyx",
          "state": "agentic outbound candidate",
          "note": "May 26 first intervention around Apollo AI-powered prospecting inside an agent-focused system, with enrichment, scoring, and outbound in scope."
        },
        {
          "account": "Martal Group",
          "state": "discovery candidate",
          "note": "$90.1K ARR account with high-risk flags, 27 paid seats, 53-person sales team, June and August renewal exposure, and activation gaps across CRM, sequences, AI sequence, workflows, and enrichment. Customer AI intent is not verified yet."
        },
        {
          "account": "DemandScience",
          "state": "active governed outbound experiment",
          "note": "Live AI messaging build, MQL workflows, account prioritization, and dialer plus sequencing pilot."
        },
        {
          "account": "VideoAmp",
          "state": "client-shareable skill proof pattern",
          "note": "Live AI Context Center support, Buyer Lane Router, prompt library, and ten client-shareable GTM skills."
        },
        {
          "account": "EZRA Coaching",
          "state": "MCP support pattern",
          "note": "ChatGPT MCP workflow support, contact-data workflow review, approval phrases, and fallback guidance."
        },
        {
          "account": "Achievers",
          "state": "inbound automation pattern",
          "note": "Claude as the home base, MCP mapping, Context Center, AI research layers, Salesforce-triggered enrollment, and inbound automation."
        }
      ]
    }
  },
  "gaps": [
    "Google Drive export of the provided tracker link returned FORBIDDEN during this run.",
    "Live Salesforce, Apollo usage, Apollo Admin, and current productivity metrics were not rechecked live.",
    "Martal Group is verified as a high-value activation candidate, but customer AI intent is not verified yet.",
    "Gmail search returned message IDs, but email bodies were not used for report claims."
  ],
  "holds": [
    "No Slack send without approval.",
    "No Gmail send without approval.",
    "No Notion write without approval.",
    "No Drive permission change without approval.",
    "No Apollo write without approval.",
    "No Salesforce write without approval.",
    "No workflow activation without approval.",
    "No sequence enrollment without approval.",
    "No enrichment run without approval.",
    "No public deploy without approval.",
    "No customer-facing send without approval."
  ]
}