KLDiscovery.
CSM account handover — Nick → Sebastian. eDiscovery / Legal Tech. Sentiment at handover: Green.
Confidential — internal use only. CSM handover document. Do not share outside PerkUp.
Account overview Green
Transition: Nick → Sebastian
| Industry | eDiscovery / Legal Tech |
| Employees | ~1,500 |
| Platform fee | $9,000/yr |
| Champion | Rishabh Bora |
| Near-term pipeline | ~$81k (incl. ~$65k EMEA drinkware) |
| Sentiment | Green |
Relationship map
Rishabh Bora (champion). Single-threaded — relationship concentrated in one contact.
Open items & commitments
- Urgent Norway tablecloth order due Jun 10.
- ~$65k EMEA drinkware opportunity in flight.
- Single-threaded risk — build a second contact.
Risk & opportunity
Single-threaded on Rishabh Bora. Large near-term pipeline (~$81k) but concentrated relationship.
Recommended first actions
Confirm the Jun 10 Norway tablecloth delivery, then progress the EMEA drinkware order and widen the contact base beyond Rishabh.
Source: confidential CSM handover document (KLDiscovery). Internal use only.