Bellwether Clinics Customer
Medical/Dental Instruments · St. Paul, MN · 651-555-1260
· www.bellwetherclinics.example.com
Owner: Amy White $50,000
Open pipeline
$190,250
Lifetime revenue
2026-10-01
Last activity
Demo: portal prototype
Follow-up: Follow up on pricing
Meeting: Proposal walkthrough
Demo: dashboard mockup
Follow-up: Follow up on proposal
Lead → Qualified · Amy White · 12 days ago · Supply chain assessment
Meeting: Proposal walkthrough
Contract Sent → Won · Amy White · 20 days ago · IT roadmap engagement
Follow-up: Follow up on contract
Task: Draft SOW
Proposal → Contract Sent · Amy White · 29 days ago · IT roadmap engagement
Lead → Qualified · Amy White · 29 days ago · IT roadmap engagement
Qualified → Proposal · Amy White · 30 days ago · IT roadmap engagement
Created as Lead · Amy White · 37 days ago · IT roadmap engagement
Created as Lead · Amy White · 42 days ago · Supply chain assessment
Lead → Qualified · Amy White · 45 days ago · IT roadmap engagement
Call: Discovery call with Marcus
Task: Prepare demo environment
Created as Lead · Amy White · 61 days ago · IT roadmap engagement
Email: Send references
Raj is the decision maker; CFO signs off.
Asked for a case study in their industry.
Meeting: Contract review
Wants weekly status calls, Tuesday mornings.
Contract Sent → Won · Jerry Pickens · 166 days ago · Finance close optimization
Email: Send pricing summary
Task: Prepare proposal draft
Wants weekly status calls, Tuesday mornings.
Proposal → Contract Sent · Jerry Pickens · 210 days ago · Finance close optimization
Qualified → Proposal · Jerry Pickens · 226 days ago · Finance close optimization
Lead → Qualified · Jerry Pickens · 231 days ago · Finance close optimization
Created as Lead · Jerry Pickens · 244 days ago · Finance close optimization
Contract Sent → Won · George Jones · 315 days ago · Leadership mentoring program
Follow-up: Follow up on contract
Follow-up: Follow up on proposal
Asked whether we can start before the fiscal year ends.
Proposal → Contract Sent · George Jones · 342 days ago · Leadership mentoring program
Strong fit for a mentoring engagement after go-live.
Qualified → Proposal · George Jones · 349 days ago · Leadership mentoring program
Lead → Qualified · George Jones · 377 days ago · Leadership mentoring program
Created as Lead · George Jones · 379 days ago · Leadership mentoring program
Contract Sent → Won · George Jones · 580 days ago · Compliance readiness review
Proposal → Contract Sent · George Jones · 602 days ago · Compliance readiness review
Qualified → Proposal · George Jones · 639 days ago · Compliance readiness review
Lead → Qualified · George Jones · 641 days ago · Compliance readiness review
Created as Lead · George Jones · 669 days ago · Compliance readiness review
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| IT roadmap engagement | Qualified | $20,000 | 2026-10-27 |
| Supply chain assessment | Qualified | $30,000 | 2026-11-10 |
| IT roadmap engagement | Won | $74,000 | 2026-09-28 |
| Finance close optimization | Won | $65,250 | 2026-04-15 |
| Leadership mentoring program | Won | $7,500 | 2025-11-27 |
| Compliance readiness review | Won | $43,500 | 2025-02-21 |
| Address | 4418 Industrial Pkwy |
| City | St. Paul, MN 55102 |
| Phone | 651-555-1260 |
| Website | www.bellwetherclinics.example.com |
| Industry | Medical/Dental Instruments |
| Customer since | 2023-07-09 |
| Annual revenue | $211,000,000 |
| Employees | 1045 |
1012
Bellwether Clinics
Medical/Dental Instruments
4418 Industrial Pkwy
St. Paul
MN
55102
651-555-1260
www.bellwetherclinics.example.com
Customer
40
2023-07-09
211000000
1045
2026-10-01