Cast

Owns demo-to-close on every distro-originated lead. Remote. Lives in HubSpot. People take her calls because they like her — that's the moat.

Runs the Maiden Voyage. Two Monday cohort calls + four office-hours sessions per cohort. Trains enterprise admins on Admiral View.

Reports to Kerry. Owns the welcome moment for every new cohort entry — the welcome kit, the human voice before kickoff.

Single point of accountability for the $10M target. Owns whales after Brad's handoff and C-level distro relationships.

Whale origination from three named channels. Cap of 2–4 qualified handoffs per quarter. Disqualifies fast, stays at altitude after.

Joins for CEO presence, demo technical depth, and final commercial approvals. Author of Cybersecurity by the Numbers.

Owns provisioning that turns a closed deal into a live login within an hour. Building Admiral View.

Captures every win and feeds the next cycle's distro BD enablement, Captain's Table content, and board reporting.

Drafts custom enterprise contracts — multi-entity rollups, SOC 2 references, MFN clauses, special-promise schedules.

Reviews unit economics on whale deals; tracks whale contracts manually until 5.5 catches up.

Sets up direct billing on whale deals — no distributor intermediary. Owns the financial trajectory in 5.1.

AI agent inside the platform. Watches every user in real time and coaches them through every BOATS stage of moving a prospect through pipeline.

Pax8 AM covering 138 MSPs across the Carolinas, Georgia, and northern Florida. Vicky's friendly desk.

14-person MSP in Wilmington, NC. ~$3.4M revenue, 50 SMB clients, 22% security attach. Tired of farming the same fifty names.

Up the technical track. Hates sales calls. Writes beautiful technical assessments that owners don't read.

Hired six weeks ago from copier sales. No cybersecurity background. Hungry.

23 employees, $4.2M revenue, Wilmington, NC. The active deal Brent brings into the Maiden Voyage.

Harbor Point's last losing security deal. Died because the technical findings never connected to the owner's language.

Net-new prospect Brent identifies through the lead identification feature in Week 2 of the Voyage.

Tampa-based PE-backed rollup of 28 acquired MSP brands across 9 states. ~$175M ARR. Decision-maker on platform-wide adoption.

Built the EBITDA model that justified Eastpoint's platform thesis. Sharp on every dollar.

Tideline's Chairman. Sits on every quarterly board call. Approves anything moving the EBITDA needle by more than 2%.

Coordinates the 28 brand presidents. Owns the rollout calendar. Kerry's daily counterpart during onboarding.

Owns SOC 2 / vendor risk review for Tideline. Hard but fair.

The brand Solei picks for the live demo simulation. Worst attach rate at 6%. CEO: Allison Park.

Marcus's original company before Tideline. CEO: Hector Sandoval. Best attach at 47%.

Largest of the 28 brands. CEO: David Whitlow.