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ContentMax Global - Deal Action Items
ContentMax Global
Deal Value: $2.8M Y1 | $8.4M (3-Year) • Close Target: Jan 15, 2026 • AE: Sarah Chen

🔴 HIGH URGENCY (Next 9 Days)

1. POC Results Presentation
Nov 29
Owner: Marcus Rodriguez On Track
  • Present to 12-person committee (CTO, CISO, VP Eng)
  • Metrics: 847 threats blocked | 99.97% uptime | <50ms latency | 0 false positives
  • Source: POC kickoff Oct 27; reconfirmed Nov 15 tech review
2. SOC 2 Compliance Resolution
Nov 27
Owner: Jennifer Park At Risk
  • Schedule call with CISO + Compliance Officer Sandra Martinez (skeptical 🔴)
  • Address sub-processor management concerns (Section 4.2) + data segregation
  • Source: Security review Nov 13; escalated Nov 18 deal review
3. Custom API Integration Design
Nov 22
Owner: Marcus Rodriguez In Progress
  • Complete tech design for PublishPro 8.x REST API (affects 3,200 customers)
  • Build POC by Dec 3; demo to DevOps Dec 2
  • Source: Architecture session Nov 8; blocking per VP Eng

🟡 MEDIUM URGENCY (2-3 Weeks)

4. EU Data Residency & DPA
Dec 10
Owners: David Liu + Jennifer Park
  • Finalize DPA with EU standard contractual clauses
  • Confirm Munich data center capacity for 4,800 EU customers
  • Source: Compliance review Nov 13; CISO request Nov 14
5. Third Customer Reference
Nov 25
Owner: Sarah Chen
  • Secure 3rd reference in CMS vertical (MediaTech confirmed Dec 4; GlobalPress pending)
  • Source: Evaluation criteria doc Nov 10

📊 Stakeholder Map

Michael Chen - CTO
Leverage for advocacy
🟢
Dr. Lisa Kumar - CISO
Partner on SOC 2
🟢
James Patterson - VP Engineering
Convert via POC/API
🟡
Sandra Martinez - Compliance
Urgent engagement needed
🔴
Robert Kim - Dir IT Ops
Include in POC presentation
🟢