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Prepared before the moments that matter.

Los Altos, CA
Joined April 2026
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An engineering firm moves a client's design review by three weeks. Reasonable call, agreed in the room, everyone understood why. It depends on one thing: the client signing the change order. That signature was due a week ago.
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Every industry has a name for the work of chasing what somebody else owes you. Almost none of them has a system for it.
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This one is about the product. A leader we work with wanted to know if a renewal was drifting. Not a report, not a dashboard. Just to be told, if the customer went quiet on the revised terms, before the renewal date made it a problem.
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The thing worth noticing is not that it watched. It is the silence in between.
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We asked a group of executives to rank nine things they might want a system to do. Keeping track of what they owed and what they were owed came out on top, however we asked. When we made them choose only two, recording what happened in a meeting came eighth. Of nine.
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The market has nine problems ranked and has mostly solved the eighth.
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Ask a leadership team what a dropped commitment costs and most of them reach for revenue. The deal that went sideways. The customer who left. A number you could put in a board deck.
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It is not that the money is small. It is that nobody is counting.
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