Wednesday, July 22, 2026 · Dan Abreu · 9 AM ET overlap today: Dream Team Weekly vs. TD-Bank Documentation session · JetBlue and SMBC opportunities need a Playground-setup push · MetTel (54 days) and CIBC (320 days) opportunities flagged stale — update Next Steps · Tomorrow: DTCC CSM Health Check and Corebridge Solutions Workshop both in the afternoon
Schedule
Today — Wednesday, July 22
Tentative6:30–7:30 AM ET — MSCI-NB: Weekly Working Sessions
Microsoft Teams · Org: Jeff Notaro · Empower: suraj.pradhan, mario.rivas, paul.gann, bryan.roberson, tewodros.eshete, armando.euceda, Benjamin.Rizkowsky · NB: Suneet Tatikonda, Mike Christopherson, Ian Ballantyne
2:00–3:00 PM ET — DTCC/NetBrain: CSM Health Check (Bi-Weekly)
Zoom · Org: Ian Ballantyne · DTCC: asanjeevi, cpillitteri, wclaffey · NB: muralikrishna.kirthi, Shiladitya Sen · Highpoint: nspencer-maggs, rmcguire, sperdomo
3:00–4:00 PM ET — NetBrain Solutions Workshop Discussion
Zoom · Org: Jake Dayley · Corebridge: aaron.fikac, kirk.joubert, Andrew Wentzell · NB: Jeff Notaro
Strategic discussion on how NetBrain fits Corebridge's current and future landscape — open-floor workshop with Services and Architecture.
CancelledNetBrain x IGM — Bi-Weekly Cadence
Was 2:00–3:00 PM ET · Org: Michael Edobor
Frees up the 2 PM slot ahead of the DTCC CSM Health Check — note Ian flagged a poor NPS response from Todd Stooke at IGM separately (see Messages Requiring Response).
Important Emails
Action Required
ActionJetBlue Airways opportunity stalled at Scope — needs a Playground push
Sales Operations · Action Required - Consider Playground Setup: JetBlue Airways Corporation/New 2026 DC Refresh/ · 1:02 AM ET today
Demo is complete but the opportunity (Stage: Scope, Amount $194,200, close date 8/31) hasn't progressed to a Playground setup. Get the contact into the Playground to keep the evaluation moving.
ActionSMBC opportunity needs a Playground push
Sales Operations · Action Required - Consider Playground Setup: Sumitomo Mitsui Banking Corporation (SMBC)/New/ · 1:02 AM ET today
Demo is complete but the opportunity (Stage: Discovery, Amount $680,000, close date 12/24) hasn't progressed to a Playground setup.
ActionTwo opportunities flagged stale — Next Steps overdue
Salesforce Chatter · Your Daily Digest for NetBrain Technologies Inc · 12:27 AM ET today
@Dan and @Michael Pasqualoni tagged: MetTel/PA 2026 ($600,000, ARR $125,000, close 11/16) — 54 days since last Next Steps update. CIBC/PA 2026 ($268,195.77, ARR $247,826.47, close 12/18) — 320 days since last Next Steps update. Both need a Next Steps refresh in Salesforce.
FYI
FYIKrishna needs requirement clarifications for DTCC route table automation
Sent to Ravi Kumar (DTCC) & DTCC-NB alias — before building an inbuilt table-based runbook (vs. the current CLI/regex approach), Krishna needs answers on device scale, vendor coverage, VRF handling, output format, and baseline data storage. Offered a call with his automation architect if easier. No action needed from Dan unless DTCC stalls on a reply.
FYICorebridge Ops Team Cadence — call recording ready
Gong · NetBrain & Corebridge - Ops Team Cadence: Call recording and analysis is ready · 10:18 AM ET yesterday
1 hr 1 min recording from yesterday's Corebridge Ops Team Cadence is available in Gong if a review is needed before today's follow-ups.
Messages Requiring Response
Teams DMJames Esposito — Claude AI survey promotion
8:03 PM ET yesterday
"Hey Dan, as Sales AI champion would you like to message about the Claude AI survey Priscilla is sending out?" — awaiting Dan's reply.
Teams DMDeepak Pareta — DTCC case 00192290 needs help
3:03 PM ET yesterday
Chris at DTCC wants to upgrade license 303226311 to R12.3a, but it's flagged as an Automation trial license — Deepak is asking Dan to help sort it out.
Teams DMIan Ballantyne — Gainsight survey link check
4:42 PM ET yesterday
Ian hit an error opening a Gainsight NPS survey-preview link (tied to a passive-vs-zero scoring discrepancy he flagged) and asked Dan to see if he can access it.
Action Items
TodayResolve the 9 AM ET overlap
Dream Team Weekly Meeting and the TD-Bank documentation session both start at 9 AM ET — decide which to attend or send a delegate to one.
This weekPush JetBlue and SMBC toward Playground setup
Both opportunities completed a demo but are stalled — get contacts into the Playground to keep evaluations advancing toward their close dates.
This weekUpdate Next Steps on MetTel and CIBC opportunities
Salesforce flagged both as stale (54 and 320 days respectively) with @mentions to Dan and Michael Pasqualoni — log a current Next Steps note on each.
This weekReply to open Teams asks
James Esposito (Claude AI survey), Deepak Pareta (DTCC case 00192290 license upgrade), and Ian Ballantyne (Gainsight link check) are all awaiting a response.