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AF

Amelia Foster

VIP

Vertex Software

San Francisco, US Customer since Mar 2021
Lifetime Value
$285K
94
Health

Contact Information

Email
amelia@vertex.io
Phone
+1 (415) 555-0192
Location
San Francisco, US
AI Summary

Amelia is a high-value, engaged account with a health score of 94. Strong expansion signals detected. Prioritize the Q4 upsell while momentum is high.

Tasks

Send Q4 expansion quote
Tomorrow
High
Schedule AI add-on demo
Aug 30
Medium
Share onboarding guide
Aug 20
Low

Spend Trend

Revenue contribution over time

Q1Q2Q3Q4Q5Q6

Deal History

Enterprise License — Annual
Aug 2025
$128K
Won
Premium Support Add-on
May 2025
$24K
Won
Analytics Suite Expansion
Sep 2026
$96K
Open

Previous Conversations

Discovery callAug 24

Discussed migration timeline and team size…

Re: Pricing proposalAug 22

Thanks for the deck — looks great. Looping in…

Quarterly Business ReviewAug 18

Reviewed ROI, usage up 34% QoQ…

Notes

ER
Elena Rodriguez2h ago

Great QBR — expansion budget approved for Q4. Wants to explore the AI add-on next.

SB
Sophia Bennett3d ago

Champion moved to VP role — even stronger internal advocate now. Keep momentum.

Timeline Activity

Closed Enterprise License ($128K)
Aug 22, 2026
Quarterly Business Review completed
Aug 18, 2026
Sent pricing proposal
Aug 15, 2026
Discovery call — 42 min
Aug 12, 2026
Account created
Mar 04, 2021