Sales Dashboard

→ Identify which Alibaba Cloud customer/account was affected and confirm whether any customer-facing escalation is required.

→ Confirm whether Actalces topped up the balance and whether an MZC BDM owner should be assigned.

→ Review active PS/AI accounts with Phoebe and AWS AMs, then nominate eligible accounts before YY's September 4 internal deadline.

→ Alex should prepare a concrete September close plan and incremental revenue options for YY's pipeline review.

→ Confirm Finance allocation for the March payment and decide whether to approve the extension/interest waiver for the remaining invoices.

→ Wait for CUHK payment evidence or a committed payment schedule; do not mark paid without Finance confirmation or remittance evidence.

→ Chris Hwang approval remains the blocker before the renewal can proceed.

→ Chris Hwang approval remains the blocker before the renewal can proceed.

→ Clarify with AWS/Octopus whether they want to move forward with Naver Pay and what role Megazone should play in any integration discussion.

→ Keep the Actalces credit follow-up open until a top-up or other resolution is confirmed.

→ Keep the Actalces credit follow-up open. Confirm whether the customer has topped up the Alibaba Cloud balance and whether a BDM should be formally assigned.

→ Confirm whether the customer has already topped up the Alibaba balance and decide who owns the account if further follow-up is needed.

→ Monitor for payment confirmation or a customer payment schedule; the invoice is overdue and still open in this thread.

→ Confirm with Finance or AWS whether the adjustment lands as a credit memo or cash refund, then report the outcome back to Radica.

→ Track Billing's permission grant and documentation handoff so the customer can start using the API.

→ Pull the monthly HyperBilling exports and combine them with the Cost Explorer data so the final variance explanation is evidence-backed.

→ Use the detailed export to support the final customer-facing billing explanation for Radica.

→ Schedule the discovery call and use it to lock down workload assumptions before preparing the ROM estimate.

→ Provide Billing with the customer's HyperBilling email, then confirm whether the English guide is available before handoff to the customer.

→ Track approval completion so the billing-service contract can be renewed without service interruption.

→ Track approval completion so the billing-service agreement can be renewed and the revenue stream protected.

→ Set the alignment call quickly and use it to close the remaining billing-transfer procedure, ownership, and service-scope questions before September.

→ Include advanced GPU availability in the formal transfer review so the customer receives one consolidated restriction position instead of piecemeal replies.

→ Treat the requested forecast-send task as complete and carry forward only the account-level follow-ups that remain unresolved.

→ Close the gap with one authoritative written answer covering model providers, Claude dependencies, high-end GPU limits, and any services that must remain outside the Hong Kong billing scope.

→ Provide a final, internally aligned restriction matrix so the customer-facing team does not rely on inconsistent assumptions about model-provider availability.

→ Confirm whether the split-billing design is operationally supported and document the billing, tax, and ownership steps before the handover window.

→ Package the confirmed internal explanation into a customer-ready response and offer a detailed breakdown so the payment blocker can be removed.

→ Use the spreadsheet as the authoritative working list for the AWS, technical, and compliance review of what can move to Hong Kong billing.

→ Alex should coordinate an authoritative review with AWS/technical and compliance teams; prior informal assumptions about model-provider or export restrictions should not be treated as final confirmati...

→ Alex owns the forecast response. Use the current pipeline and clearly label estimated versus confirmed values.

→ Alex should obtain the confirmed linked account and user list from HEALS and deliver them to Celine/CTU before the launch window.

→ Gather the deployment timing, account IDs, user roster, identity constraints, and governance settings from HEALS, then send the package back to CTU so the setup work can begin.

→ Chase the contract owner for the approved document and send it to the customer immediately so the August 31 billing-entity transfer stays on schedule.

→ Alex needs to confirm the target deployment timing and expected user count for HEALS so the Hong Kong technical team can prepare the AssumeRole and hand off the customer details to CTU.

→ Wait for Yongjoo's detailed guide, then arrange the technical handover or short call and track the manual cancellation date.

→ Keep the follow-up open with CTU until the remaining requirements and expected lead time are confirmed for the customer.

→ Confirm receipt of the AR-1 payment or payment slip by August 21. Do not mark paid until explicit confirmation is received.

→ Monitor receipt of the first instalment by August 26 and obtain the payment slip. Do not reduce AR until payment confirmation is received.

→ Alex should obtain Radica's detailed requirements and needs, while Marketing prepares the external email draft and sanitized reference materials.

→ Track final CRO exception approval and incorporate the agreed commercial terms into the Hong Kong contract and handover plan.

→ Move the credential to an approved secrets manager and request rotation because it was transmitted in plaintext email. Do not paste it into notes, tickets, or source files.

→ Provide Omnichat, Heals, and Radica status updates by end of day August 20; Janet should refresh the subject date/amount and enumerate all over-three-month accounts.

→ Review Alex's pipeline and identify incremental 2026 bookings capable of closing at least USD 100K of the gap.

→ Continue monitoring with Billing and do not represent the credit as applied until receipt and application details are confirmed.

→ Coordinate Billing to apply the payment-entity and tax changes in the September 5-10 window and confirm no additional legal or accounting action is required.

→ Update the overall pipeline, provide Neufast's current status, issue the contract, and create the SFDC opportunity as soon as possible this week.

→ Management decision is required on whether to accept or counter the 18-month proposal and document the repayment arrangement.

→ Confirm the external recipient is authorized and remove access immediately if it is not required. The external address is intentionally omitted from this archive summary.

→ - **Action owner**: Alex Tan - Alex needs to identify what this Alibaba Cloud account is used for - Given the amount is only -0.05, this may be a test account or personal account accidentally linked -...

→ - **Action owner**: Alex Tan (returning Aug 5 from leave) - Alex needs to determine: Is this MAP credit for the client's invoice, or for MZC's internal use (quick purchase)? - Must respond to billing ...

→ - Nelson owns the update; YY wants response by tomorrow morning (Aug 4) - Deal is on track for August contract if requirements are clear - No direct action for Alex, but good to monitor progress

→ - **Immediate:** Schedule short call with YY to get clear context on Omnichat situation - **Then:** Talk to Ian about KAKAO integration status - **Then:** Call Omnichat CTO (Desmond) with full context...

→ - **Action for Alex:** Update pipeline Excel with concrete closing plan for Aug and forecast for Q2 - This is a direct ask from YY — high priority, time-sensitive

→ This is a billing/service activation issue affecting BData's EU accounts. Alex needs to coordinate with BData (Patrick/Calvin) to activate SMS service on the reseller account. This is blocking payment...

→ - [ ] **ACTION: Alex Tan** - Reply to YY with 2H Plan before the weekly meeting - This is a direct request from the HK head — high priority

→ - **Urgent follow-ups (this week):** Octopus Holdings (Anthony Chan/Richard Fung) and Bare Cove Technology (Rowel Balot) - **Action:** Check if any existing engagement with these 4 companies; initiate...

→ - Alex Tan is tagged as one of the sales team members to confirm engagement with the 4 companies - Action: Follow up with Octopus Holdings (mid-term, 3-6 month evaluation) and Bare Cove (raw contact, ...

→ - Alex Tan is tagged — needs to confirm if any discussions have been engaged for these 4 companies - Action: Follow up Octopus and Bare Cove within this week - Broader context: 529 surveys from AWS Su...

→ - **Action**: Inform customer about how the discount appears on May/June invoices (separate line item) - **Owner**: Alex Tan to communicate to customer; Dohee handling billing side - **Status**: Resol...

→ **Total Outstanding: HKD 2,720,993.88** | Customer | Month | Invoice | Due Date | Amount (HKD) | |----------|-------|---------|----------|--------------| | HEALS HEALTHCARE(ASIA) LIMITED | Jan 2026 |...

→ - **ACTION**: Alex needs to follow up with Omnichat (Alan Chan) to ensure they accept the consolidated billing invitation for account 304038454399 ASAP, as every day without migration means lost EDP e...

→ - **ACTION**: Alex needs to follow up with OnTheList (Array Wong) to resolve the existing AWS Organization issue and accept the invitation for account 315225776267