My Day (30 actions)
Atmos Funded
Atmos Community HUB demo/walkthrough
TODAY
2026-02-10
AMP Futures
Share full SDK documentation and timeline for AMP mobile app integration
LATER
2026-02-28
IC Markets
Send follow-up email to Jason — reference portal revamp, offer demo
TBD
ASAP (2 months since last contact)
IC Markets
Research IC Markets client portal current state
TBD
Before follow-up
IC Markets
Identify additional stakeholders (product, tech, marketing)
TBD
During re-engagement
Alchemy Markets
Follow up on the 3-party Slack channel — check status of Biljana's CRM integration questions
TBD
Overdue (last activity Dec 26)
Alchemy Markets
Get clarity from Bobby on Alchemy commercial terms (brokerage pricing not yet quoted)
TBD
TBD
Taurex
Call with Andreas to verify DW client portal dynamic variable support
TBD
TBD (Pascale arranging)
Taurex
Align on API spec and priorities at/after iFX Expo Dubai
TBD
Feb 2026
Taurex
Complete vendor security questionnaire
TBD
Before data sharing
FXIFY
Follow up with David — ask about IFX expo Dubai + gentle nudge on Bobby/agreement status
TBD
Done (2026-02-08, no response yet)
FXIFY
CNAME setup for hub.fxify.com once agreements signed
TBD
Pending signature
JP Markets
Catch-up call — Sara Brown scheduling time (Justin asked Feb 8)
TBD
This week (Mon/Tue preferred — Desmond at IFX Dubai rest of week)
JP Markets
Discuss marketing/optimization of loyalty program (Justin's new request)
TBD
On the call
GO Markets
Meet Klavs at IFX Dubai — get feedback on proposal, understand where they are internally
TBD
This week (Wed–Fri)
GO Markets
At the meeting: identify who minqiz and angelac are, offer second-round demo with team
TBD
At IFX
RaiseFX
Meet Jessica Sorrentino at Dubai iFX Expo (in-person, 30 min)
TBD
2026-02
RaiseFX
Follow up after Dubai meeting — schedule technical call with Pierre's Head of Dev
TBD
TBD
AMP Futures
Help with store item graphics, descriptions, and coin pricing (6–8 items)
TBD
TBD
AMP Futures
Provide API key, community ID, widget IDs, and widget URL mappings to Zachary
TBD
TBD
AMP Futures
Confirm AES-256 encrypted webhook payload capability with AMP
TBD
TBD
Atmos Funded
Follow up on demo outcomes and next steps
TBD
Post-demo
ADSS
Technical kick-off session with engineering team (online)
TBD
Wed or Thu (Feb 12-13) at 12pm Dubai — Meurice is Abu Dhabi-based, not Dubai office
ADSS
Provide SDK documentation (Angular support or vanilla JS alternatives)
TBD
Post-contract
ADSS
Share sample payload specs for purchase automation workflows
TBD
Post-contract
ADSS
Coordinate tokenomics and campaign economics clarification
TBD
TBD
CMC Markets
Propose available dates for week of Feb 23 to present to Chris
TBD
ASAP (before CNY break)
CMC Markets
Prepare tailored presentation for Chris (decision-maker level, ROI-focused)
TBD
Before Feb 23
CMC Markets
Follow up on multi-asset platform scope — clarify what "roll with multi-asset" means
TBD
During Chris presentation
CMC Markets
Identify Chris's full name and role
TBD
Next interaction
11
Active Deals
$746K–$938K
Pipeline Value
11
Your Action Items
Analytics
Pipeline Value by Stage
Discover
$144K
Confirm
$420K
Negotiation
$254K
Closed Won
$120K
Deal Count by Stage
Discover
2
Confirm
4
Negotiation
3
Closed Won
2
Engagement Heatmap (8 weeks)
Dec 22Dec 29Jan 05Jan 12Jan 19Jan 26Feb 02Feb 09
IC Markets
Alchemy Markets
Taurex
FXIFY
JP Markets
GO Markets
RaiseFX
AMP Futures
Atmos Funded
ADSS
CMC Markets
Less
More
Activity Timeline (185 events)
💬
Dan confirmed Trustpilot API access setup for Desmond is "on my list to get done today"
🎯
Last interaction
💬
Height fix for chat input box delivered and deployed — CSS files sent to Atmos team
🎯
Last interaction
💬
Meurice confirmed he's based in Abu Dhabi office (not Dubai) — in-person at Dubai office not feasible
🎯
Last interaction
💬
Oriano confirmed he's spoken to Chris to arrange a presentation
🎯
Last interaction
💬
Jessica created WhatsApp group for updates: "I'm creating this group so everyone can follow the updates and stay in t…
🎯
Last interaction
💬
Atmos users reported chat input box height issue on the community platform
💬
Meurice asked for dev kickoff session slots this week: requested time slots for technical kick-off
💬
Desmond asked David if he'll be at the IFX expo in Dubai — no response yet.
🎯
Last interaction
💬
Justin asked Sara Brown to "send the suggested time to have the next call with Desmond."
🎯
Last interaction
💬
Desmond messaged Klavs about meeting at IFX Dubai. Klavs responded within 3 minutes: "Yes, let's meet."
💬
Pascale shared eToro web push notification screenshots as reference for loyalty program
💬
Pascale forwarded technical integration document to Volkan: "Please review and advise on the next steps, whether this…
🎯
Last interaction
💬
Desmond responded to Justin's re-engagement: proposed Mon/Tue timings (3-6pm SGT / 9am-12pm SAST). Noted he'll be at …
💬
Anjelika sent widget integration instructions document to Zachary
💬
Atmos Community HUB demo/walkthrough scheduled for 2026-02-10
💬
Sent formal proposal following the Feb 5 in-person presentation
🎯
Proposal sent
💬
Pascale setting up call between Desmond and Andreas to verify DW client portal dynamic variable capabilities
💬
Desmond sent comprehensive technical integration document covering data requirements for loyalty program
💬
Justin re-engaged after ~2 months silence: "Apologies for the silence... We have been focused on migration of account…
🎯
Justin re-engaged
💬
Presented Returning.AI platform to the marketing team
💬
Pascale reviewed technical integration doc, added: deposit/withdrawal/net deposits, signup/KYC/registration status/do…
💬
Burcu shared new Atmos logo files via SharePoint link for update across the community platform
💬
Desmond shared Google Docs technical integration document for Pascale's review before sending to Volkan
💬
First meeting with Volkan (IT security). Focus on data security, vendor review, FCA/GDPR compliance
💬
Pascale sent "Loyalty Program Structure - Draft 1" with raw data CSV
💬
Email decision resolved: Dan confirmed real emails will be used (not pseudo) to enable Returning.AI workflow automati…
💬
Pascale: "Can we set a meeting tomorrow with our CTO?" -- arranged Feb 3 call with Volkan at 3pm
💬
Oriano reached out to schedule in-person presentation to marketing team
📨
Christophe viewed Taurex Loyalty Program proposal on Jan 29 and Jan 30.
💬
Subdomain decided: Dan chose `rewards.ampfutures.com` from options offered
💬
Pascale: "I'll talk to him [John] and update him too" -- managing John's expectations
💬
John checking in: "Hows it going with the guys? Moving?"
📨
Proposal viewed by craeymaekers@tradetaurex.com
💬
Desmond sent meeting summary PDF after stakeholder kick-off
💬
Stakeholder kick-off: walked through full loyalty platform capabilities -- multi-currency rewards, tiers, gamificatio…
💬
John asked for DW lead times in next update: "what dependency is on them and how long they estimate (working days)"
💬
Kickoff/implementation call — demoed loyalty platform (Infinox example), discussed referral system design, API integr…
💬
Desmond provided update with 3 integration options:
💬
Focused on DW CRM integration: 15-minute delay in Zapier sync for user registration
💬
Desmond sent HTML embed code for DW client portal integration
Deals (11)
Sort by
IC Markets
Discover
~$96K-$144K/year
ACV
116d
Deal age
62d
Last contact
SUS
DIS
CON
DEC
SEL
NEG
CLO
SER
Your move
Send follow-up email to Jason — reference portal revamp, offer demo
Your actions (3)
Send follow-up email to Jason — reference portal revamp, offer demo
Research IC Markets client portal current state
Identify additional stakeholders (product, tech, marketing)
Activity Timeline (5)
💬
Replied with full integration details: read-only API, JWT token auth, REST endpoints for balance/equity/P&L/positions…
🎯
Last interaction
💬
Jason confirmed interest: "We'd definitely be interested in learning more"
💬
Follow-up from Oct meeting — sent Infinox implementation screenshots
🎯
First contact
Alchemy Markets
Confirm
~$96K–$120K
ACV
N/A
Deal age
46d
Last contact
SUS
DIS
CON
DEC
SEL
NEG
CLO
SER
Your move
Follow up on the 3-party Slack channel — check status of Biljana's CRM integration questions
Your actions (2)
Follow up on the 3-party Slack channel — check status of Biljana's CRM integration questions
Get clarity from Bobby on Alchemy commercial terms (brokerage pricing not yet quoted)
Waiting on (2)
Compliance approval for loyalty program (Bobby flagged this as a requirement)
Confirm DealerWeb integration approach and timeline
Activity Timeline (15)
💬
Biljana confirmed she received sandbox credentials and "initiated discussion for integration with our CRM provider."
🎯
CRM integration discussions started
💬
Desmond shared sandbox credentials (alchemymarkets.returning.ai) and Infinox client portal login for Biljana to revie…
💬
Biljana thanked Desmond for the recording and asked for API documentation and demo access to the "standalone back end."
💬
Desmond shared Fireflies recording from the Dec 1 demo meeting.
🎯
Sandbox + API docs shared
💬
Demo meeting held (scheduled 2:30pm Dubai / 6:30pm SGT).
🎯
Demo meeting
💬
David rescheduled demo to Monday Dec 1 (Desmond unavailable Thu/Fri).
💬
Bobby kicked off Alchemy evaluation internally: "Can you show Bily and the marketing team the rewards program tool by…
🎯
Bobby initiated Alchemy eval
💬
Achilleas confirmed interest but asked to reconnect end of month (busy with expo prep).
🎯
First response
💬
Cold outreach from Desmond to Achilleas about loyalty program for Alchemy Markets.
🎯
First outreach
Taurex
Confirm
~$48K-$60K
ACV
154d
Deal age
4d
Last contact
SUS
DIS
CON
DEC
SEL
NEG
CLO
SER
Your move
Call with Andreas to verify DW client portal dynamic variable support
Your actions (3)
Call with Andreas to verify DW client portal dynamic variable support
Align on API spec and priorities at/after iFX Expo Dubai
Complete vendor security questionnaire
Waiting on (3)
Review technical integration document and advise on feasibility/timeline
Pascale to finalize loyalty program structure with finance team (reward value modeling)
Pascale to get CTO (Christophe) to dedicate someone for data table delivery
Activity Timeline (40)
💬
Pascale shared eToro web push notification screenshots as reference for loyalty program
💬
Pascale forwarded technical integration document to Volkan: "Please review and advise on the next steps, whether this…
🎯
Last interaction
💬
Pascale setting up call between Desmond and Andreas to verify DW client portal dynamic variable capabilities
💬
Desmond sent comprehensive technical integration document covering data requirements for loyalty program
💬
Pascale reviewed technical integration doc, added: deposit/withdrawal/net deposits, signup/KYC/registration status/do…
💬
Desmond shared Google Docs technical integration document for Pascale's review before sending to Volkan
💬
First meeting with Volkan (IT security). Focus on data security, vendor review, FCA/GDPR compliance
💬
Pascale sent "Loyalty Program Structure - Draft 1" with raw data CSV
💬
Pascale: "Can we set a meeting tomorrow with our CTO?" -- arranged Feb 3 call with Volkan at 3pm
📨
Christophe viewed Taurex Loyalty Program proposal on Jan 29 and Jan 30.
💬
Pascale: "I'll talk to him [John] and update him too" -- managing John's expectations
💬
John checking in: "Hows it going with the guys? Moving?"
📨
Proposal viewed by craeymaekers@tradetaurex.com
💬
John asked for DW lead times in next update: "what dependency is on them and how long they estimate (working days)"
FXIFY
Negotiation
~$80K
ACV
280d
Deal age
2d
Last contact
SUS
DIS
CON
DEC
SEL
NEG
CLO
SER
Your move
Follow up with David — ask about IFX expo Dubai + gentle nudge on Bobby/agreement status
Your actions (2)
Follow up with David — ask about IFX expo Dubai + gentle nudge on Bobby/agreement status
CNAME setup for hub.fxify.com once agreements signed
Waiting on (2)
Get response from David on Bobby's Alchemy confirmation
Alchemy CRM integration (DealerWeb) — questions pending in Slack channel
Activity Timeline (24)
💬
Desmond asked David if he'll be at the IFX expo in Dubai — no response yet.
🎯
Last interaction
💬
David confirmed subdomain: **hub.fxify.com** (changed from earlier "community.fxify" direction).
💬
Biljana (Alchemy Ops) confirmed she received sandbox credentials and initiated integration discussion with their CRM …
💬
David said "Just waiting for Bobby to confirm on Alchemy side then should be good to go" on the FXIFY agreement.
💬
Desmond sent sandbox credentials (alchemymarkets.returning.ai) and Infinox client portal login for Biljana to review …
💬
Desmond followed up on MSA/DPA status — no response from David in this thread.
💬
Demo meeting held with Alchemy Markets team.
💬
David confirmed receipt of MSA and DPA: "We will review this and revert back shortly."
💬
David set up the Slack channel. Desmond shared MSA and DPA with the agreed special pricing and bonuses.
🎯
MSA/DPA sent
💬
David re-engaged after silence: "We are in a position to process with FXIFY.com."
💬
Desmond confirmed special unlimited package: $6,700/mth per community (flat, no growth penalty).
💬
Desmond proposed unlimited members pricing at $6,700/mth per community to address Bobby's cost concerns.
💬
Call held (Wed 10am UAE). Bobby liked the product but concerned about costs across 2 prop firms + 5 regulated brokera…
JP Markets
Negotiation
~$54K+
ACV
N/A
Deal age
2d
Last contact
SUS
DIS
CON
DEC
SEL
NEG
CLO
SER
Your move
Catch-up call — Sara Brown scheduling time (Justin asked Feb 8)
Your actions (2)
Catch-up call — Sara Brown scheduling time (Justin asked Feb 8)
Discuss marketing/optimization of loyalty program (Justin's new request)
Waiting on (2)
Compliance/IT governance approval (Joint Standard 1)
SLA signature once compliance clears
Activity Timeline (30)
💬
Justin asked Sara Brown to "send the suggested time to have the next call with Desmond."
🎯
Last interaction
💬
Desmond responded to Justin's re-engagement: proposed Mon/Tue timings (3-6pm SGT / 9am-12pm SAST). Noted he'll be at …
💬
Justin re-engaged after ~2 months silence: "Apologies for the silence... We have been focused on migration of account…
🎯
Justin re-engaged
💬
Desmond followed up on Justin's Nov 25 note about sharing "the date and way forward" — no response until Feb 5.
💬
Justin: "We are still finalizing some things from our side which have taken longer than anticipated. Please expect so…
💬
Desmond followed up checking on project status.
💬
Desmond sent comprehensive security/compliance pack: Service Agreement, DPA, Security/Privacy/Outsourcing Overview, T…
🎯
Compliance/security docs sent
💬
Jacques confirmed current IT policy is outdated; working on Joint Standard 1, RMCP, and Joint Standard 2 updates. Wil…
💬
Desmond followed up on SLA/DPA status.
💬
Alyssa confirmed compliance officer on leave until Nov 6. "We will review and revert by Friday."
💬
SLA and DPA sent, prepared for Red Pine Capital (Pty) Ltd / Trade245. Jacques Pretorius identified as signatory.
📨
Justin viewed JP Markets Proposal 6 times between Oct 29–Nov 3 (Oct 29 x2, Oct 30, Nov 1 x2, Nov 3).
GO Markets
Confirm
~$96K
ACV
N/A
Deal age
2d
Last contact
SUS
DIS
CON
DEC
SEL
NEG
CLO
SER
Your move
Meet Klavs at IFX Dubai — get feedback on proposal, understand where they are internally
Your actions (2)
Meet Klavs at IFX Dubai — get feedback on proposal, understand where they are internally
At the meeting: identify who minqiz and angelac are, offer second-round demo with team
Waiting on (1)
WhatsApp sent — awaiting Klavs' response on timing (Wed/Thu at IFX)
Activity Timeline (22)
💬
Desmond messaged Klavs about meeting at IFX Dubai. Klavs responded within 3 minutes: "Yes, let's meet."
📨
Most recent proposal view by minqiz (Jan 12). Previous views: Jan 8, Jan 5, Dec 18, Dec 11, Dec 8, Dec 4 (x2).
📨
Proposal viewed by minqiz@gomarkets.com
📨
Proposal viewed by minqiz@gomarkets.com
📨
Proposal viewed by minqiz@gomarkets.com
📨
Angela C viewed proposal 6 times between Dec 12–17 (burst of activity).
📨
Proposal viewed by angelac@gomarkets.com
📨
Proposal viewed by angelac@gomarkets.com
📨
Proposal viewed by angelac@gomarkets.com
📨
Proposal viewed by minqiz@gomarkets.com
💬
Desmond sent detailed Infinox loyalty program walkthrough as follow-up: coins/points system, rewards store, tiers (90…
📨
Proposal viewed by minqiz@gomarkets.com
🎯
Last interaction
📨
Klavs viewed proposal (Dec 4). Same day, minqiz viewed it twice.
📨
Proposal viewed by klavsv@gomarkets.com
RaiseFX
Discover
TBD
ACV
N/A
Deal age
1d
Last contact
SUS
DIS
CON
DEC
SEL
NEG
CLO
SER
Your move
Meet Jessica Sorrentino at Dubai iFX Expo (in-person, 30 min)
Your actions (2)
Meet Jessica Sorrentino at Dubai iFX Expo (in-person, 30 min)
Follow up after Dubai meeting — schedule technical call with Pierre's Head of Dev
Waiting on (2)
Create Teams group with IT team for technical discussions
Confirm dev availability now that affiliate CRM crisis is resolved
Activity Timeline (2)
💬
Jessica created WhatsApp group for updates: "I'm creating this group so everyone can follow the updates and stay in t…
🎯
Last interaction
AMP Futures
Closed Won
$120,000
ACV
19d
Deal age
0d
Last contact
SUS
DIS
CON
DEC
SEL
NEG
CLO
SER
Your move
Share full SDK documentation and timeline for AMP mobile app integration
Your actions (4)
Share full SDK documentation and timeline for AMP mobile app integration
Help with store item graphics, descriptions, and coin pricing (6–8 items)
Provide API key, community ID, widget IDs, and widget URL mappings to Zachary
Confirm AES-256 encrypted webhook payload capability with AMP
Waiting on (5)
Set up Trustpilot API add-on (~$200/mth) and grant admin access to Returning.AI
Decide on 6–8 rewards store items
Implement widget integration per Anjelika's instructions
Implement registration webhook with AES-256 encryption
Add referral tracking (ref= query param) to portal registration and Databricks
Activity Timeline (10)
💬
Dan confirmed Trustpilot API access setup for Desmond is "on my list to get done today"
🎯
Last interaction
💬
Anjelika sent widget integration instructions document to Zachary
💬
Email decision resolved: Dan confirmed real emails will be used (not pseudo) to enable Returning.AI workflow automati…
💬
Subdomain decided: Dan chose `rewards.ampfutures.com` from options offered
💬
Kickoff/implementation call — demoed loyalty platform (Infinox example), discussed referral system design, API integr…
💬
Shared Slack channel `#ampfutures-loyalty-program` created; Dan added Zachary Watts ("Adding our CTO")
💬
Dan counter-proposed pricing: $5K one-time onboarding + $10K/month flat fee — "This is an increase to your starting p…
💬
Discovery/demo call via Zoom — Dan shared background: ex-Forex brokerage owner, now CME futures clearing merchant, wa…
🎯
First contact
Atmos Funded
Closed Won
TBD
ACV
50d
Deal age
0d
Last contact
SUS
DIS
CON
DEC
SEL
NEG
CLO
SER
Your move
Atmos Community HUB demo/walkthrough
Your actions (2)
Atmos Community HUB demo/walkthrough
Follow up on demo outcomes and next steps
Activity Timeline (7)
💬
Height fix for chat input box delivered and deployed — CSS files sent to Atmos team
🎯
Last interaction
💬
Atmos users reported chat input box height issue on the community platform
💬
Atmos Community HUB demo/walkthrough scheduled for 2026-02-10
💬
Burcu shared new Atmos logo files via SharePoint link for update across the community platform
💬
Matt Jungwirth present as Atmos Funded representative alongside Taurex stakeholders
🎯
First contact
ADSS
Negotiation
~$60K-$120K
ACV
179d
Deal age
0d
Last contact
SUS
DIS
CON
DEC
SEL
NEG
CLO
SER
Your move
Technical kick-off session with engineering team (online)
Your actions (4)
Technical kick-off session with engineering team (online)
Provide SDK documentation (Angular support or vanilla JS alternatives)
Share sample payload specs for purchase automation workflows
Coordinate tokenomics and campaign economics clarification
Waiting on (3)
Legal to finalize MSA/DPA feedback
Finalize phase one loyalty campaign focus with wider stakeholders
Legal/compliance review of loyalty features for UAE and UK markets
Activity Timeline (22)
💬
Meurice confirmed he's based in Abu Dhabi office (not Dubai) — in-person at Dubai office not feasible
🎯
Last interaction
💬
Meurice asked for dev kickoff session slots this week: requested time slots for technical kick-off
💬
Desmond sent meeting summary PDF after stakeholder kick-off
💬
Stakeholder kick-off: walked through full loyalty platform capabilities -- multi-currency rewards, tiers, gamificatio…
💬
Desmond sent certificate of incorporation and Maybank Singapore banking details for vendor onboarding
💬
Meurice planning kick-off sessions: stakeholder session (Thursday) + tech session (Tuesday next week)
🎯
Certificate of incorporation + banking details sent
💬
Meurice introduced Mona Wee (Procurement Manager) to finalize commercial agreements
🎯
MSA/DPA sent
💬
Refresher call: system ready for deployment, Infinox already live as reference
💬
Odafe confirms JWT approach: "It looks good to me on the assumption that we can replace using emails with some other …
💬
Sent updated integration guide with backend-to-backend JWT auth flow
💬
Security follow-up: JWT authentication requires Odafe's final approval (expected after Jan 10)
💬
Confirmed all 6 security items feasible; proposed CSOC/tech call to close out JWT auth and UAE instance details
CMC Markets
Confirm
~$96K-$144K/year
ACV
26d
Deal age
0d
Last contact
SUS
DIS
CON
DEC
SEL
NEG
CLO
SER
Your move
Propose available dates for week of Feb 23 to present to Chris
Your actions (4)
Propose available dates for week of Feb 23 to present to Chris
Prepare tailored presentation for Chris (decision-maker level, ROI-focused)
Follow up on multi-asset platform scope — clarify what "roll with multi-asset" means
Identify Chris's full name and role
Waiting on (1)
Confirm meeting time with Chris via Oriano
Activity Timeline (8)
💬
Oriano confirmed he's spoken to Chris to arrange a presentation
🎯
Last interaction
💬
Sent formal proposal following the Feb 5 in-person presentation
🎯
Proposal sent
💬
Presented Returning.AI platform to the marketing team
💬
Oriano reached out to schedule in-person presentation to marketing team
💬
Sent case study (anonymous broker, 12-month data: $9.83M net deposit growth, 82% VIP retention, 79% net positive tier…
🎯
First contact