Commercial / Outreach & CRM · Meridian Construction
Demo · last inbox sweep 4 min ago Blind mode MR

Pipeline · Q2 2026

47 opportunities across 28 accounts. Stale re-engagement surfaced Sunday night. Fresh since Monday morning.
Stale pipeline · re-engaged
$3.4M
90 days · $1.8M already progressed to next stage
Total pipeline · weighted
$14.2M
47 opportunities · 4.2× quota coverage
Quote turnaround
2.1d
vs 7-day baseline · drafts AI-generated · sales approves
Stale opps · open
23
3 critical · 12 re-engage · 8 close-or-drop
AI · Sunday 22:14 sweep
3 opportunities going stale this week: Maverick Bayou Repair (lost · vendor B won on TAT), P66 Sweeny Spur (18 days at customer, no contact), Westland DFW (RFP received 14 days ago, Meridian hasn't responded).
Demo note. Red-left-edge cards are stale. Click any card to drill into the account. Sanderson Energy is the hero account — 5 active jobs (linked from AG.02 Job Costing), MSA renewing Aug 2026, investor-day signal event triggered outreach.
Back to pipeline

Sanderson Energy

Tier 1 · oilfield services customer · relationship since 2016 · Weld County, CO + Permian Basin
Top account · 34% of Q1 revenue
YTD revenue
$1.42M
+28% YoY · 5 active jobs
MSA renewal
113 days
Renews Aug 10, 2026 · sequence active
Relationship health
84/100
Up from 78 last quarter · investor-day signal
Overview
Active jobs 5
Contacts 4
Activity 23

Suggested actions · AI-generated

Critical · MSA renewal window open
Schedule quarterly business review with Mike Reeves (VP Ops)
MSA renewal in 113 days. Last QBR was 97 days ago. Competitive vendors typically re-approach at this window. Suggested slot: week of May 5.
Signal · investor-day capex announcement
Capability update to Jenny Park (Procurement)
Sanderson announced $200M Permian capex at Apr 15 investor day. Meridian has MSAs covering 4 of the 8 basins mentioned. Suggest capability-update email covering Permian scope within 10 days.
Opportunity · bid window
Sanderson Pad 16 · $385K · qualify
Scope shared informally on Apr 9 call. Formal RFP expected end of May. Historical win rate on Sanderson pads: 78%. Begin pre-bid planning now — competitive advantage from prior cycle.
Win signal
Mobilization Q3 award likely · $275K
Verbal commitment from Bobby Sanderson on Apr 14. Formal PO expected end of month. No formal competitors disclosed.

Quick facts

Customer since2016
Lifetime revenue$12.8M
Win rate · bids78%
Avg collection · days38d
Open AR$284K
Last touchpoint4 days ago

Inbox · Monday morning

16 inbound messages auto-triaged by type, linked to account, suggested response drafted. Your VP Sales reviews and sends.
All 16
RFPs 3
Change orders 4
Payment 5
Prospects 4
Every message auto-triaged. RFPs matched to pipeline (or create new opps). Change orders routed to Job Costing (AG.02). Payment inquiries answered from AR data. Prospects classified and drafted. Nothing falls through the cracks — and the VP Sales sees a 10-email queue instead of 47.

Sequences · running

Outbound campaigns fired by account state, signal event, or calendar trigger. Every message drafted; humans approve.
MSA renewal · 90 days out
Trigger: MSA expiry within 90d · warm accounts only
Running
In sequence
3
Steps complete
7
Replies
2
62% · Sanderson · Apex · Cascade in flight
Quiet account · quarterly check-in
Trigger: >60 days since last touch · any tier-1 or tier-2
Running
In sequence
7
Steps complete
14
Replies
3
48% · 7 accounts · 3 reopened conversations
Permian capex follow-up
Trigger: Sanderson investor day · $200M capex signal
Fresh
In sequence
4
Steps complete
3
Replies
1
22% · 4 accounts · launched Apr 15
Pad 14 margin recovery · MSA discussion
Trigger: margin below target on named customer
Manual
In sequence
1
Steps complete
2
Replies
0
40% · Sanderson · awaiting reply
Lost-bid debrief · win-back
Trigger: bid lost · 30-day cooldown
Running
In sequence
2
Steps complete
5
Replies
1
55% · Maverick debrief scheduled May 1

Signals · market events

Public-source events detected daily. Matched to your accounts. Outreach sequences triggered automatically.
Apr 15 · 09:00
Investor day
Sanderson Energy announces $200M Permian capex for 2026
Investor day presentation references 8 basins, 2 new rig contracts, and accelerated pad development. Meridian holds MSAs covering 4 of the 8 basins. Match-confidence: high.
Sanderson Energy · Tier 1 Outreach sequence triggered Match: 4 of 8 basins
Apr 12 · 14:22
Refinery bulletin
Phillips 66 · Sweeny refinery turnaround scheduled Q3 2026
Scheduled maintenance window announced for Sweeny complex. Scope mix includes crude unit, reformer, and coker. Meridian has active MSA; historically supplies mobilization and logistics support.
Phillips 66 · Tier 1 Est. $380K–$620K scope Bid prep queued
Apr 09 · 07:15
Pipeline filing
Apex Midstream · new gathering system announced · Bakken
FERC filing references 84-mile gathering system and 2 new compressor stations. Commissioning Q4 2026. Meridian has existing relationship with Apex Midwest (tier 1) and has bid on 3 Bakken mobilizations historically.
Apex Midstream · Tier 1 3 opportunities identified Match: 72%
Apr 06 · 11:30
Permitting data
Weld County · 6 new wells permitted · Sanderson operator
State permitting records show 6 new well permits filed by Sanderson Energy in Meridian's active territory. Permit-to-spud typical window: 45–90 days. Pad construction window: 30–60 days before spud.
Sanderson · Tier 1 6 wells · 2 pads est. Outreach live
Apr 04 · 16:00
PE filing
Westland Builders · acquired by Meridian Capital
Mid-market PE firm Meridian Capital announced acquisition of Westland Builders. Typical post-acquisition pattern: capital-program review, vendor consolidation, opex focus. Risk + opportunity. Currently no direct Meridian relationship.
Westland · Tier 2 prospect Referral via Cascade available Watch list