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April 20, 2026
Vantage: Pricing sync11:00 – 11:30 AMJoin & recordMutiny Product
9+S
Good morning, Sam.
+Make, find or prep anything…↑
Needs review1
Vantage x Mutiny: Pricing sync
Send pricing options to MayaReview pricing proposal
Send pricing options to MayaReview pricing proposalCompleted2
Lumen x Mutiny: Intro callHSUpdate HubSpot with next step
Helix: Exec sync prepSend business case to Lena
Send business case to Lena←Follow up email
From Vantage · Pricing syncI drafted your email to Maya and two pricing options from her budget. Review them on the right.✉Maya Chen Your pricing optionsMaya, here are two options for 60 seats…
◷Saved to memory: you lead with two pricing options when a buyer shares a budget range.
Reply…
Email to MayaTo:MMaya Chen ×
Subject:Your pricing options
Hi Maya, thanks for the time today. You mentioned a budget around $70K with a ceiling of $80K for 60 seats, with Okta as a must.Here are two options that fit, both with Okta included: Vantage pricing proposal.Best,
Sam
Sam
Referenced
Vantage pricing proposal
Save to draftsSend
Vantage pricing proposalInvite team● Shared externally
VantagePricing proposal · Prepared for Maya Chen and the Vantage teamTwo ways to startBoth options fit the budget Maya shared on today's pricing sync.
OwnerSam Ortiz
Budget$70K–$80K
Seats60
The options
$70KOption A · Core
matches your budget
matches your budget
$79KOption B · Growth
guided onboarding included
guided onboarding included
Included in both
Okta + Salesforce, live by January
Vantage | Pricing sync notes
Oct 6, 2026 · @sam@mutinyhq.com
Maya Chen, Kevin Patel, Sam Ortiz · 30 min
Summary
Maya shared a budget of about $70K with a hard ceiling at $80K for 60 seats. Okta SSO is a must-have. She asked for options rather than a single number.
Action items
- Sam: send two pricing options with Okta included, by end of day.
- Maya: share the proposal with Rob Kim, VP Finance.
- Kevin: confirm Okta setup steps with IT.
Timeline
- Exec review on Oct 9.
- Decision before end of quarter.
We do your busywork the way you like it
We do your busywork the way you like it
Selling is more fun when your AI gets you.
Handles follow-ups and prep for every account
Mutiny takes notes in every meeting, preps you before the next one, and drafts follow-ups in your voice, all organized by account.
Learn about automations
Learn about automations
9+SAccounts⌕ Search accounts…+ Add account
JoinedAll⇅ Suggestions ⌄
VantagePricing proposal and follow-up to Maya Chen drafted after today’s pricing sync$70K3 - Pricing2
HelixExec presentation ready for Lena Ford’s 1:00 exec sync$240K4 - Exec review1
LumenAccount research and discovery questions ready for your 10:00 intro call0 - Intro1
NorthwindQBR deck and revised seat counts ready for Alex at 2:15$120KRenewal2
KestrelQuiet since Oct 2; check-in drafted for Priya$35K2 - Discovery1
How it works
Learns your voice from past emails
Learn more about Autonomous Learning
Learn about Autonomous Learning
Learn about Autonomous Learning
Organizes your call notes and context for every account
Learn more about Mutiny's Notetaker
Learn about Mutiny's Notetaker
Learn about Mutiny's Notetaker
Drafts customer-ready emails and assets for your review
Learn more about Smart Assets and Analytics
Learn about Smart Assets and Analytics
Learn about Smart Assets and Analytics
You take the meeting, we’ll do the rest
TUE6
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
6 PM
Coffee and prep9 – 9:30am
Lumen · Intro10 – 10:30am
Vantage · Pricing sync11 – 11:45am
Lunch12 – 12:30pm
Helix · Exec sync1 – 1:30pm
Northwind · QBR2:15 – 3pm
Vantage · Internal sync4 – 4:30pm
Happy hour5 – 6pm
9:00 AM
10:00 - LUMEN INTRO
Account research and discovery questions for your intro call
Mutiny looks up the attendees, the company and your past calls, and updates your CRM when you hang up.
MResearching Lumen…
inLinkedIn · 3 attendee profiles✓
Roles, tenure, past companies and recent posts
Mutiny · 1 past call with Lumen✓May 2024 · Intro call with Ben Osei
“The timing’s wrong until our Salesforce rollout is done.”10-KLumen Inc. · Form 10-K · FY2025 · p. 34✓
…our priority for fiscal 2026 is to rebuild our enterprise sales motion and shorten new-seller ramp…
TCG2++9 more sources
News, careers page, G2, podcasts…✓
News, careers page, G2, podcasts…✓
Lumen | Ana Ruiz meeting prep
Oct 5, 2026 · sam@mutinyhq.com
Tuesday, October 6, 2026, 10:00 to 10:30 a.m. EDT
Attendees
- Ana Ruiz, CRO. New from Gong, posts about deal velocity.
- Ben Osei, Head of RevOps.
- Kim Lau, Enablement.
Where we are
Ben passed in May 2024 until their Salesforce rollout was done. It finished this summer.
Strategic priorities
Their FY2025 10-K: rebuild the enterprise motion and shorten new-seller ramp.
Here are two possible POVs
- Ramp speed. New AEs sell faster when every buyer gets a tailored asset from day one.
- One place after Salesforce. Prep, follow-up and deal rooms in one tool, now that the rollout is done.
Discovery questions
- What does rebuilding the enterprise motion mean for your team this year?
- How long until a new AE sends their first proposal?
Updated after the call
salesforceupdatedLumen
StageProspect → Qualified
Next stepRevOps demo · Oct 13
Also updated4 more fields
11:00 - VANTAGE PRICING SYNC
Pricing proposal drafted minutes after the call
When the buyer shares their budget and requirements, Mutiny builds the proposal based on your past proposals and drafts the emails.
Heard on the call
Vantage · Pricing syncLive
Maya Chen, CFOMBuilding a pricing proposal from the call…
MCPrepared forMaya Chen · CFO, VantageFrom Sam Ortiz
Pricing proposal
60 seats · two options within the budget you shared
Your budgetCeiling
$70K$79K$80K
Option A · Core$70Kper year · matches your budget
✓60 seats✓Salesforce + Okta✓Self-serve onboarding
Option B · Growth$79Kper year · under your $80K ceiling
✓60 seats✓Salesforce + Okta✓Guided onboarding ($12K value)
Rollout plan
Pilot
Wks 1–2 · 10 reps
Expand
Wks 3–6 · 60 seats
Review
Day 90 · ROI report
6xDoing nothing costs ~$480K a year in rep time. Option B pays back in under 2 months.
Annual billing · pricing locked for 2 years · Okta SSO included
Your pricing options—⤢✕
ToMCMaya Chen
Your pricing options
Hi Maya,Thanks for the time today. Based on your budget, here are two options for 60 seats: $70K and $79K. Both are within your range.Sam
PDFVantage-pricing-options.pdf
Send▼A⎘☺Draft saved
1:00 - HELIX EXEC SYNC
Your business case deck is ready for the exec presentation
Built around the goals their CEO has talked about, on your calls and in public.
Helix · Exec presentation for Lena Ford1 / 6▶ Present
1Current state
2Consequences
3Future state
4Benefits
5Validation
6Proof
01 · Current state
helixAbout 4,800 hours a year of manual setup slow every new Helix customer
Data imports, user provisioning and workflow setup happen by hand before a customer sees value.
120
new customers / year
40
CS hours each
4,800
CS hours / year
01Why buy
Keep more of the customers Helix already won.
02Why us
Setup runs from the signed contract and CRM.
03Why now
The Q1 cohort is the largest Helix has signed.
Exec presentation · Prepared for Lena Ford, CEO01 / 06
02 · Negative consequences
helixSlow onboarding costs Helix about $3.2 million in ARR
Wk 1Wk 2Wk 3Wk 4Wk 5Wk 6Wk 7Wk 8Wk 9
Time to go live today
9 weeks
Target
2 weeks
Year-one churn sits at 14%, and one in three churned accounts never went live. That’s about $3.2 million in ARR lost last year to customers who signed but never saw value.
1 in 3 churned accounts never went live
Exec presentation · Prepared for Lena Ford, CEO02 / 06
03 · Proposed future state
helixCut time to value from nine weeks to two
Time to go live · per new customer
Wk 1Wk 2Wk 3Wk 4Wk 5Wk 6Wk 7Wk 8Wk 9
Today
9 weeks of manual setup
Target
2 weeks
+7 weeks of customer value
Exec presentation · Prepared for Lena Ford, CEO03 / 06
04 · Benefits of the future state
helixHalving year-one churn could retain $1.6M a year
14%Churn today
7%Target
$1.6M
retained ARR per year
14% → 7% churn across the current base. Moving setup to the contract also frees about 3,600 CS hours, before any expansion revenue.
Preliminary price
$240,000
per year, reviewed against measured retention value
Exec presentation · Prepared for Lena Ford, CEO04 / 06
05 · Required capabilities and validation criteria
helixThe pilot must prove faster go-live without more CS hours
01Go live faster
Contract-driven setup removes manual configuration.
Baseline9 wks
Target3 wks
Definition · Days from signature to first live workflow
Measure · Baseline vs. pilot cohort
Success · ≤3 weeks9 → 3 wks
02Reduce CS effort
Automated provisioning without extra headcount.
Baseline40h
Target10h
Definition · Setup hours per new account
Measure · CS time tracking
Success · ≤10h40 → 10h
03Keep data clean
Accounts configured straight from CRM.
30 pilot accounts
Definition · Pilot accounts synced, no manual fixes
Measure · Weekly sync report
Success · Every account30 / 30
Exec presentation · Prepared for Lena Ford, CEO05 / 06
06 · Customer success stories
helixNorthwind cut time to go live by 75% in one quarter
Northwind · time to go live
Wk 1Wk 2Wk 3Wk 4Wk 5Wk 6Wk 7Wk 8
Before
8 weeks
After
2 weeks
4x faster onboarding
−42%
year-one churn after rollout
Exec presentation · Prepared for Lena Ford, CEO06 / 06
Mutiny · 14 past calls with Helix✓Sep 30Exec sync · Lena Ford, CEO“Churn is the number the board asks about.”
Aug 12Onboarding reviewAverage time to first value: 41 days
Jul 8Discovery · VP Customer Success“Our CSMs can’t see risk until it’s too late.”
+ 11 more calls
4:00 PM - INTERNAL VANTAGE SYNC
Know what’s going on, even when you’re not in the room
Know who looked at what, so you can tell your manager the deal is still on track.
# q4-forecast
Diane Brooks(Sam’s boss)4:02 PM
Any updates from Vantage?
Sam Ortiz(sales rep)4:03 PM
Yes, the VP saw the deal room, and procurement downloaded the order form.
Diane Brooks(Sam’s boss)4:04 PM
Great. Keeping it in commit.
PREPARED FORRob KimBudget approval · VantageMutiny×VANTAGE
REVOPS EVALUATION
Vantage reps follow up the same day, every deal
Exec summaryWhat we heardWhy MutinyPricingSecurity & MSANext steps
Prepared with Maya Chen, Head of RevOpsVantage reps spend most Fridays catching up on follow-ups and CRM notes. Deals stall in the gap between the first call and the second.
• Follow-ups go out the same day, drafted from the call.
• Every buyer gets a tailored proposal and deal room.
• Budget fits inside the $70K to $80K range Maya shared.
Pricing proposal
60 seats · two options within the budget you shared
Your budgetCeiling
$70K$79K$80K
Option A · Core$70Kper year · matches your budget✓60 seats✓Salesforce + Okta✓Self-serve onboarding
Option B · Growth$79Kper year · under your $80K ceiling✓60 seats✓Salesforce + Okta✓Guided onboarding ($12K value)
Rollout plan
Pilot
Wks 1–2 · 10 reps
Expand
Wks 3–6 · 60 seats
Review
Day 90 · ROI report
6xDoing nothing costs ~$480K a year in rep time. Option B pays back in under 2 months.
Champion· Maya ChenBudget owner· Rob Kim
Procurement· Lena Torres5:00 - HAPPY HOUR
You deserve a drink
5 meetingsAll prep done0 follow-ups left
The best sales teams sell with Mutiny
"Mutiny lets our commercial reps create that same caliber of content on their own. Our sales team was genuinely shocked at the quality. Turning call transcripts into something slick and deal-ready is a huge unlock for our reps."
"Mutiny lets our commercial reps create that same caliber of content on their own. Our sales team was genuinely shocked at the quality. Turning call transcripts into something slick and deal-ready is a huge unlock for our reps."
"Mutiny lets our commercial reps create that same caliber of content on their own. Our sales team was genuinely shocked at the quality. Turning call transcripts into something slick and deal-ready is a huge unlock for our reps."
Hillary Carpio
VP of Marketing, Snowflake
Hillary Carpio
VP of Marketing, Snowflake
90%
time savings
time savings
10 hrs
saved per rep, per week
saved per rep, per week
75%
more meetings booked
more meetings booked
25%
more selling time
more selling time
"The biggest unlock for me was realizing that I could create highly personalized, enterprise-grade content without a marketing team behind me."
"The biggest unlock for me was realizing that I could create highly personalized, enterprise-grade content without a marketing team behind me."
"The biggest unlock for me was realizing that I could create highly personalized, enterprise-grade content without a marketing team behind me."
Sarah Zafarmand
Sarah Zafarmand
Senior Account Executive
Senior Account Executive
“With Mutiny, I can get my prospects everything I need into the same deal room and it actually looks good. I'm proud of what Mutiny creates. It's a reflection of our brand, and putting out quality work matters.”
“With Mutiny, I can get my prospects everything I need into the same deal room and it actually looks good. I'm proud of what Mutiny creates. It's a reflection of our brand, and putting out quality work matters.”
“With Mutiny, I can get my prospects everything I need into the same deal room and it actually looks good. I'm proud of what Mutiny creates. It's a reflection of our brand, and putting out quality work matters.”
Ricky Peca
Strategic Account Executive
Ricky Peca
Strategic Account Executive, Rippling
Learn from top voices in sales
Playbooks, templates, and examples for every buyer-facing moment, built with 10 of the sharpest minds in enterprise sales.
Playbooks, templates, and examples for every buyer-facing moment, built with 10 of the sharpest minds in enterprise sales.
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Outbound strategy
& cold call script
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positioning deck
& discovery
questions
April Dunford
Author, Obviously Awesome
4
POC & product validation
James Kaikis
Founder, The Presales Collective
5
How to create
a champion
Nate Nasralla
Founder, Fluint
1
Building
a sharp POV
Jen Allen Knuth
Founder, DemandJen
2
Outbound strategy
& cold call script
Kyle Norton
CEO, Owner.com
3
First-call
positioning deck
& discovery
questions
April Dunford
Author, Obviously Awesome
1
Building
a sharp POV
Jen Allen Knuth
Founder, DemandJen
2
Outbound strategy
& cold call script
Kyle Norton
CEO, Owner.com
3
First-call
positioning deck
& discovery
questions
April Dunford
Author, Obviously Awesome
1
Building
a sharp POV
2
Outbound strategy
& cold call script
Kyle Norton
CEO, Owner.com
3
First-call
positioning deck
& discovery
questions
April Dunford
Author, Obviously Awesome
4
POC & product validation
James Kaikis
Founder, The Presales Collective
5
How to create
a champion
Nate Nasralla
Founder, Fluint
6
Economic Buyer Presentation
Sam Jacobs
CEO, Pavilion
7
The demo: catalyzing a decision
Follow-ups that sound like you, in one click
Get the sales assistant that knows your accounts and sounds like you.
Follow-ups that sound like you, in one click
Create beautiful, on-brand customer experiences without dependencies.
Follow-ups that sound like you, in one click
Create beautiful, on-brand customer experiences without dependencies.