LATAM QBR Q3 2026 -- Moonshot / Helix / Jovi QBR LATAM Q3 2026 -- Moonshot / Helix / Jovi

The Trust Advisor
Engine for LATAM El Motor de
Trust Advisor
para LATAM

An AI-powered intelligence platform that transforms every customer engagement into a data-driven architecture conversation. Built by one SA, ready for the region. Una plataforma de inteligencia con IA que transforma cada engagement en una conversacion de arquitectura basada en datos. Construida por un SA, lista para la region.

PRESENTER

Ivan Anguiano

ROLE

Sr. Platform SA

DATE

July 7, 2026

SLOT

5:00 PM CST

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01 -- THE SCALE PROBLEM 01 -- EL PROBLEMA DE ESCALA

One SA. Every vertical.
All of LATAM. Un SA. Todos los verticales.
Todo LATAM.

No standardized methodology. No unified intelligence layer. 3-5 hours of manual research per engagement. Sin metodologia estandarizada. Sin capa de inteligencia unificada. 3-5 horas de investigacion manual por engagement.

🌎

20+ Verticals, 10+ Countries 20+ Verticales, 10+ Paises

Every engagement starts from scratch. No reusable framework. No institutional memory across accounts. Cada engagement empieza de cero. Sin framework reutilizable. Sin memoria institucional entre cuentas.

🔌

6+ Disconnected Systems 6+ Sistemas Desconectados

Lighthouse, Salesforce, Jira, Wiki, Calendar, Gmail -- all queried separately. No single pane of glass. Lighthouse, Salesforce, Jira, Wiki, Calendar, Gmail -- todos consultados por separado. Sin vista unificada.

📋

No Codified Playbooks Sin Playbooks Codificados

Each vertical has unique compliance, architecture patterns, and buying signals -- but no codified approach per industry. Cada vertical tiene compliance, patrones y senales de compra unicos -- pero sin enfoque codificado por industria.

⏳

360s Take Days 360s Toman Dias

A full customer architecture review requires pulling data from 10+ sources and building a narrative -- entirely by hand. Una revision completa de arquitectura requiere extraer datos de 10+ fuentes y construir narrativa -- todo a mano.

02 -- H1 2026 IMPACT 02 -- IMPACTO H1 2026

Built. Deployed.
Validated. Construido. Desplegado.
Validado.

Real customers. Real pipeline. Real impact -- in production since January 2026. Clientes reales. Pipeline real. Impacto real -- en produccion desde enero 2026.

$2.29M

          ACV Touched
          ACV Influenciado
        

$159K

          ACV Closed Won
          ACV Cerrado Ganado
        

13+

Customer 360s Customer 360s

Utopia Playbooks Playbooks Utopia

Active DSRs DSRs Activos

JOVI Commands Comandos JOVI

Workers Deployed Workers Desplegados

SEs Adopting SEs Adoptando

03 -- Q3 ACTIVE PIPELINE 03 -- PIPELINE ACTIVO Q3

Where Helix drives the
technical strategy. Donde Helix impulsa la
estrategia tecnica.

Every engagement below was prepared, analyzed, and enriched using the Helix 360 methodology. Cada engagement aqui fue preparado, analizado y enriquecido con la metodologia Helix 360.

Account	Product Producto	DSR	Close Cierre	Country Pais
Nuvemshop	AI Gateway	DSR-35882	Aug 2026	🇧🇷 Brazil
Aarin.dev	AI Gateway	DSR-36294	Aug 2026	🇲🇽 Mexico
Grupo Xcaret	API Shield	DSR-36298	Aug 2026	🇲🇽 Mexico
Ituran	Workers	DSR-36372	Mar 2027	🇲🇽 Mexico
Cinepolis	Workers AI	DSR-36664	Sep 2026	🇲🇽 Mexico
MICITT Costa Rica	Email Security	DSR-36752	Sep 2026	🇨🇷 Costa Rica

04 -- THE ASK 04 -- EL ASK

Q3 Commitments:
Scale It. Compromisos Q3:
Escalar.

Three actions to take Helix from a personal tool to the LATAM SA standard. Tres acciones para llevar Helix de herramienta personal al estandar SA de LATAM.

Adopt Helix as LATAM SA Methodology Adoptar Helix como Metodologia SA LATAM

Standardize the 3-Act framework (Hook, Platform, Vision) across all SAs. Codified playbooks for every vertical. One methodology, consistent execution. Estandarizar el framework de 3 Actos (Hook, Platform, Vision) en todos los SAs. Playbooks codificados para cada vertical. Una metodologia, ejecucion consistente.

Account Visibility via Lighthouse MCP Visibilidad de Cuentas via Lighthouse MCP

Every SA gets unified account intelligence: products, usage, billing, health alerts, propensity scores -- all queryable from their AI assistant. Cada SA obtiene inteligencia unificada de cuenta: productos, uso, facturacion, alertas de salud y scores de propension -- todo consultable desde su asistente de IA.

Formalize Execution Cadence Formalizar Cadencia de Ejecucion

Monthly account reviews with Helix 360s. Quarterly EBR generation. Weekly pipeline prep. Helix as the operating system for SA execution. Revisiones mensuales con Helix 360. Generacion trimestral de EBRs. Prep semanal de pipeline. Helix como sistema operativo de ejecucion SA.

🚀

Next Step: Q3 Pilot with 3 SAs Siguiente Paso: Piloto Q3 con 3 SAs

Each SA runs 5 customer engagements using Helix methodology. Measure time-to-prep, ACV influence, and customer satisfaction. Report results at Q4 QBR. Cada SA ejecuta 5 engagements con metodologia Helix. Medir tiempo de preparacion, ACV influenciado y satisfaccion del cliente. Reportar resultados en QBR de Q4.

The Trust AdvisorEngine for LATAM El Motor deTrust Advisorpara LATAM

One SA. Every vertical.All of LATAM. Un SA. Todos los verticales.Todo LATAM.