Customer Success Manager · A check-in view for Lily while she's OOO on maternity leave
Six numbers for a check-in under a minute.
One line per week, newest first — added automatically when the numbers above move.
A.P Moller - Maersk A/S (Tier 0, P2) — Bi-weekly check-ins with Siddharth/Basav; Carrier Agent demoed but not a current roadmap priority, focus stays on shipment-level visibility. Sailing Schedules deal already closed won ($4,000); Port Congestion is the one open deal (Qualification, $12,000), waiting on terminal name + pro forma ETA/ETD details from Siddharth. Unresolved risk: a package upgrade with Linescape for expanded testing (3,000 port pairs/day for 2 weeks) added a $5,400 cost to the Maersk PO that hasn't yet been addressed with Henrik (Commercial PIC) — worth raising directly. Sources: HubSpot company #10223289972, deal #57865595486.
Neele-vat (Tier 1, P2) — Two open deals verified live in HubSpot (Standard Free Days $5,000 and Air Tracking $3,000, both Qualification) — one more than the handover tracker's single "Open Deals" count, likely because Standard Free Days was created Aug 25, close to the tracker's last pull. NVX platform rebuild testing is using live production shipments for last-mile (Antwerp/Rotterdam) tracking to reduce demurrage risk; D&D dashboard (free days + incurred charges) was demoed 17 Jul and well received. Prior decision-maker Hiltjo van Dam has left the company — replacement not yet identified; current contact is Merel Verwaal (Portfolio Manager). Sources: HubSpot company #9841212739, deals #57074839107 / #64288697427.
Wilmar EU International (Tier 1, P3) — No open CS-Expansion deal (the one deal on file, UI Access, closed lost 8 Jul). Adrish is investigating an open data-query thread raised 24 Jul; a usage report (tracked BLs vs. containers since the Feb 16, 2026 signing) was sent to Chanikya and is being monitored via Trello. Will kick off SAP API integration in the fall (Sep/Oct), aiming to complete by Nov 1 — has been using email reports in the meantime and declined commercials for interim UI usage. Sources: HubSpot company #39733517666.
ParkourSC (Tier 2, P3 — changed from the tracker's P2) — The tracker's Ongoing Topics still describes "Historical Transit Times Data (Proposal): send quote/proposal to their CFO Ashmi," but that deal was closed lost as of today (Sep 1) per live HubSpot — the tracker hadn't caught up yet. No open deal remains. Their team has been advised to upload with MBL + AUTO so the system can detect the master carrier; noted as not very tech-savvy with unclear internal leadership. Sources: HubSpot company #39581897553, deal #60786305347 (Closed Lost).
Savills North America (Tier 3, P3) — No open deal (Port Congestion API already closed won). Subscribed to Port Congestion Dashboard + API only — genuinely low-touch, no check-in needed per the tracker's own note. Sources: HubSpot company #18629174704.
Tazmanian Freight Systems (Tier 3, P3) — No open deal (Air Tracking closed won back in 2024). Positive, low-engagement account — prior interest in Sailing Schedules, Freight Audit and the Risk Dashboard, and referred Portcast to NAF Logistics Group, but has not responded to recent requests for a catch-up call. Sources: HubSpot company #15014649488.
Star Pipe Products (Tier 2, P3 — changed from P2) — Renewal signed 15 Jul (monthly minimum raised to 350 containers, $750/month from July). The one open deal, Freight Audit ($25,200), has since closed lost in HubSpot — it had already been flagged by the customer's own contact (Cash) on 9 Jul as "no longer a priority" (only 1-2 invoice disputes/month), so this tracks with that signal. No open CS-Expansion deal remains. Same contact is interested in Daily Agent (not urgent) and suggested Portcast advertise its AEO certification for US customers. Sources: HubSpot company #8380724351, deal #21319076262 (Closed Lost).