Redstone Packaging Customer
Industrial Machinery · St. Paul, MN · 651-555-8291
· www.redstonepackaging.example.com
Owner: George Jones $82,750
Open pipeline
$227,250
Lifetime revenue
2026-10-02
Last activity
Meeting: Proposal walkthrough
Call: Check-in call
Meeting: Contract review
Follow-up: Follow up after demo
Call: Reference call
Demo: reporting workflow
Follow-up: Follow up on contract
Follow-up: Follow up after demo
Email: Send references
Meeting: Executive briefing
Lead → Qualified · George Jones · 5 days ago · Vendor selection support
Lead → Qualified · George Jones · 6 days ago · Vendor selection support
Demo: dashboard mockup
Task: Update forecast notes
Email: Send references
Lead → Qualified · George Jones · 8 days ago · ERP integration advisory
Meeting: Contract review
Follow-up: Follow up on pricing
Created as Lead · George Jones · 14 days ago · Leadership mentoring program
Asked whether we can start before the fiscal year ends.
Meeting: Kickoff meeting
Call: Pricing discussion
Created as Lead · George Jones · 15 days ago · ERP integration advisory
Meeting: Proposal walkthrough
Meeting: Contract review
Created as Lead · George Jones · 17 days ago · Vendor selection support
Call: Check-in call
Created as Lead · George Jones · 20 days ago · Leadership mentoring program
Created as Lead · George Jones · 28 days ago · Vendor selection support
Scope grew to include the reporting cleanup.
Strong fit for a mentoring engagement after go-live.
Meeting: Contract review
Meeting: Quarterly check-in
Call: Quarterly check-in
Prefers fixed-fee for the first phase.
Contract Sent → Won · George Jones · 151 days ago · Data migration advisory
Demo: portal prototype
Proposal → Contract Sent · George Jones · 189 days ago · Data migration advisory
Qualified → Proposal · George Jones · 207 days ago · Data migration advisory
Lead → Qualified · George Jones · 208 days ago · Data migration advisory
Call: Check-in call
Created as Lead · George Jones · 217 days ago · Data migration advisory
Contract Sent → Won · George Jones · 423 days ago · Finance close optimization
Proposal → Contract Sent · George Jones · 439 days ago · Finance close optimization
Qualified → Proposal · George Jones · 442 days ago · Finance close optimization
Lead → Qualified · George Jones · 449 days ago · Finance close optimization
Created as Lead · George Jones · 484 days ago · Finance close optimization
Contract Sent → Won · George Jones · 532 days ago · Process improvement review
Proposal → Contract Sent · George Jones · 545 days ago · Process improvement review
Contract Sent → Won · George Jones · 554 days ago · Vendor selection support
Qualified → Proposal · George Jones · 558 days ago · Process improvement review
Lead → Qualified · George Jones · 560 days ago · Process improvement review
Proposal → Contract Sent · George Jones · 565 days ago · Vendor selection support
Qualified → Proposal · George Jones · 578 days ago · Vendor selection support
Created as Lead · George Jones · 583 days ago · Process improvement review
Lead → Qualified · George Jones · 613 days ago · Vendor selection support
Contract Sent → Won · George Jones · 632 days ago · Data migration advisory
Created as Lead · George Jones · 643 days ago · Vendor selection support
Proposal → Contract Sent · George Jones · 645 days ago · Data migration advisory
Qualified → Proposal · George Jones · 676 days ago · Data migration advisory
Lead → Qualified · George Jones · 678 days ago · Data migration advisory
Created as Lead · George Jones · 680 days ago · Data migration advisory
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Leadership mentoring program | Lead | $3,125 | 2026-11-15 |
| ERP integration advisory | Qualified | $47,500 | 2026-10-13 |
| Vendor selection support | Qualified | $12,000 | 2026-11-06 |
| Leadership mentoring program | Lead | $4,375 | 2026-10-16 |
| Vendor selection support | Qualified | $15,750 | 2026-10-22 |
| Data migration advisory | Won | $59,500 | 2026-05-18 |
| Finance close optimization | Won | $11,250 | 2025-08-13 |
| Process improvement review | Won | $52,000 | 2025-04-30 |
| Vendor selection support | Won | $42,000 | 2025-04-10 |
| Data migration advisory | Won | $62,500 | 2025-01-22 |
| Address | 5981 Market St |
| City | St. Paul, MN 55102 |
| Phone | 651-555-8291 |
| Website | www.redstonepackaging.example.com |
| Industry | Industrial Machinery |
| Customer since | 2019-09-06 |
| Annual revenue | $190,000,000 |
| Employees | 1370 |
1018
Redstone Packaging
Industrial Machinery
5981 Market St
St. Paul
MN
55102
651-555-8291
www.redstonepackaging.example.com
Customer
10
2019-09-06
190000000
1370
2026-10-02