Angeline Sun — Check-in Dashboard

Freshco (P3, reclassified from P1) — Re-verified directly in HubSpot: its 3 CS-Expansion deals (Port Congestion Dashboard $3,000, Schedules $2,000, Terminal Data $2,500) are real records, not archived, but all sit in the "On Hold" stage with close dates already 8 months to 2+ years past (oldest since Apr 2024) — stale pipeline hygiene, not active opportunities, so they no longer justify a P1 read. Two other CS-Expansion deals for this account (both "Sailing Schedules") are already Closed Won. Cadence has also been informal (email-only) for 9 months; last real QBR was Dec 4, 2025. Still a strong champion (SNAP integration, multiple NZ fruit-exporter referrals) — worth a real check-in and a decision on whether to close out or re-qualify the 3 stale deals. Sources: HubSpot company #9842401658, deals #39878160015/#18749737277/#18667132578, Slack #tier2-freshco.

Sumitomo Warehouse (P2) — Genuinely dormant 12 weeks, not just stale-at-pull-time. Command Center deal ($11,600) has sat On Hold since March with a lapsed close date. The sheet's original risk note — key PIC promoted, successor not yet identified — is still unresolved. Sources: HubSpot company #11543883189, deal #55789856878, Slack #tier1-sumitomo-warehouse.

Fareye (P2) — Both open CS-Expansion deals are stalled On Hold with close dates over a year past due — a pipeline-hygiene flag regardless of relationship health. Also push the API reintegration workstream with Nitish (target Oct/Nov go-live) and chase Avanti on the still-unresolved Nestle forwarder introductions. Primary internal contact is shifting from Lily to Aman — coordinate closely given the joint-coverage split. Sources: HubSpot company #9842445206 / #10223257773, deals #18840146309/#37165900851, Slack #tier1-fareye.

TradeWindow (P2) — A "TradeWindow – Renewal" deal shows 6 months overdue in HubSpot, but Slack confirms it was actually signed Mar 25, 2026 with no changes — looks like a stale CRM record, not a live risk (worth a quick cleanup flag). Separately, chase the vessel-lookup refresh-frequency gap Andy flagged (open since Aug 5) and gauge status of the 3 interested NZ meat exporters. Champion Andy Standley is also going on his own leave in September — coverage risk on both sides at once. Sources: HubSpot company #10242268089, deal #60177701264, Slack #tier1-tradewindow.

Nitto Denko (P2) — Its one CS-Expansion deal ("Sailing Schedule") is open but unpriced and sitting On Hold with a close date already past (Jun 17). The $5,200 figure referenced elsewhere is a separate CS-Renewals deal (the Sept-term renewal, 2,000 containers) — that's the one actually moving, not the CS-Expansion deal. Contract activity overall has continued despite the "paused usage" framing in the baseline — lower churn risk than it first reads. Angie wasn't live on the Aug 17 handoff call (she went on medical leave that afternoon) — read Lily's transition notes before the next scheduled check-in (Oct 1). Coordinate with reseller contact "Wani," who is taking over the ITOCHU relationship from Taro-san while Lily's out. Sources: HubSpot company #18735438726, deals #30081436989 (CS-Expansion, open)/#21922562859 (CS-Renewals), Slack #tier3-nitto.

WiseTech Global (P2) — Sam Vibhakar is gone; Sarah Fleming is now sole PIC and confirmed post-acquisition the Portcast partnership was reviewed and "kept active." WiseTech's own roadmap is locked 3–6 months on other priorities, so no near-term uptake decision is expected — next natural check-in is ~late Oct. Sources: HubSpot company #56463482251, deal #55031428610, Slack #tier2-wisetechglobal.

AGC (P2) — Aug 20 QBR happened; SAP-integration rebuild (flagged by Stephen Djohan) is the root cause behind the recurring "no API call in 24h" MetaBot alerts — worth confirming it's an actual fix, not just fewer checks. A confidential Indonesia/AMG factory-integration workstream is also pending a decision from Felicia Loy that was due "before end of July" with no confirmation logged yet. Sources: HubSpot company #19466271147, deals #60353151796/#54744516008, Slack #tier1-agc.

T&G Global (P2, down from P1 as deals close) — Command Center, Sailing Schedules and Logistics KPI Dashboard were all signed Aug 21 (~$8,875/yr) — the baseline's "3 open deals" are now closed won. Action the signed OOCL/MSC carrier-data LOAs (received Aug 25) with the data/eng team, and confirm the North America team's SAP/API integration (planned Sept/Oct) is on track with Ximena Barco. Angie already has continuity here, having attended T&G's Jul 29 and Jun 24 API-integration standups. Sources: HubSpot company #38681307961, deals #63836915767 (open)/#60632948092 (open), Slack #tier2-tg-global.

SBS Ricoh Logistics (P2) — Company legally renamed "SBS NEXTHIRD Co., Ltd." in Jan 2026 — decks/dashboards still saying "SBS Ricoh" are outdated. The stalled $60K Qualification deal has a close date already 1 month past (Jul 31) — confirm with Makiko Kobayashi whether it's still live. COSCO carrier-integration LOA work was still "in progress" as of the last Slack update (Jun 16), which is the blocker for revisiting the D&D Dashboard add-on. Sources: HubSpot company #23496617301, deals #58098553123/#56987587610, Slack #tier1-sbs-nexthird.

FORMIA (P2, up from P3 — 2 new deals since Aug 5) — Both deals (Freight Audit, Daily Agent) were created after the baseline pull (Aug 14 and Jul 31). Still need Formia's total monthly invoice volume to price the Freight Audit deal, and Daily Agent seat pricing is unresolved — Matt Wong wants one company-level login, not per-seat access. Budget is a live concern; Command Center + KPI Dash were already sold at low legacy pricing, so a pricing conversation may resurface. Sources: HubSpot company #17949648935, deals #63837041514/#63223100850, Slack #tier2-formia.

AIT Japan (P3) — The clearest risk of the 14: zero HubSpot touchpoints (email/call/meeting/note) since Dec 2024, and a live renewal deal sitting unreviewed out to Apr 2027. The broader #partner-itochu Slack channel shows Taro-san is active and engaged (sourcing new leads as recently as Aug 27–28), so the relationship channel is alive even though AIT specifically has gone dark — reopen via Taro-san rather than a cold email to Kuriyama alone. Worth exec visibility, not just a routine check-in. Sources: HubSpot company #22405285516, deal #21922562817 (renewal), Slack #tier1-ait, #partner-itochu.

GoFreight (P3) — Churn risk has not been mitigated, only extended — already downgraded Tier 1 → Tier 3 in Jan 2026 for lack of engagement. Working-level contact Olivia Lin has been unresponsive since mid-2025; Lily's May 27 email to CIO Chopin Yen also went unanswered. Worth an internal call on whether to keep investing CS time here or move it to a win-back/low-touch track. Sources: HubSpot company #10081971456, deal #15428162157 (closed won), Slack #tier3-gofreight.

Kerry Group (P3, joint with Nidhi) — Erisa Leong's meeting-sync issue flagged in the baseline (missed calls in early Aug) looks resolved — she organized and led both the Aug 28 pre-call and today's workshop herself. Separately, follow up on the contract-lane clarifications Erisa gave Aug 27 (naming-convention fixes for DSV/Rhenus) and confirm Shreyas has implemented them before the next audit refresh. Also worth building the internal-champion case with new boss Ardian Syamsul, who hasn't yet been positioned as sponsor for expanding Kerry beyond Freight Audit. Sources: HubSpot company #16628324107, Slack #kerry-audit-interim-solution.

Decklar, prev Roambee (P3, joint with Aman) — Angie doesn't appear in the Slack channel or in any of the last three HubSpot meeting attendee lists (only Aman + Lily) — the handover sheet lists her as joint covering CSM, but there's no live evidence of contact yet, so this is the account most in need of an actual introduction. Also track SEWA's API-key restoration (50 shipments affected as of Aug 31, no ETA given) and chase Prachi for confirmation the missing-departure monitoring ticket can close. Sources: HubSpot company #9842422294 / #39710190857, deal #18664208391 (renewal), Slack #tier1-decklar-previously-roambee.