Vantage Credit Union Customer
Major Banks · Denver, CO · 303-555-8097
· www.vantagecreditunion.example.com
Owner: Ken Smith $0
Open pipeline
$113,500
Lifetime revenue
2026-09-15
Last activity
Renewal conversation should start in the spring.
Current system is a mix of spreadsheets and email.
Contract Sent → Won · Ken Smith · 90 days ago · Reporting modernization
Call: Check-in call
Scope grew to include the reporting cleanup.
Proposal → Contract Sent · Ken Smith · 101 days ago · Reporting modernization
Meeting: Requirements review
Qualified → Proposal · Ken Smith · 113 days ago · Reporting modernization
Email: Send references
Demo: portal prototype
Lead → Qualified · Ken Smith · 115 days ago · Reporting modernization
Email: Send revised SOW
Created as Lead · Ken Smith · 124 days ago · Reporting modernization
Renewal conversation should start in the spring.
Contract Sent → Won · Ken Smith · 158 days ago · Compliance readiness review
Call: Reference call
Proposal → Contract Sent · Ken Smith · 183 days ago · Compliance readiness review
Call: Quarterly check-in
Meeting: Proposal walkthrough
Demo: portal prototype
Qualified → Proposal · Ken Smith · 229 days ago · Compliance readiness review
Lead → Qualified · Ken Smith · 231 days ago · Compliance readiness review
Created as Lead · Ken Smith · 232 days ago · Compliance readiness review
They are comparing us with one other firm on price.
Champion is Tomas; sceptic is the controller.
IT is short-staffed, timeline may slip on their side.
Contract Sent → Won · Ken Smith · 287 days ago · New manager coaching
Meeting: Contract review
Email: Send revised SOW
Proposal → Contract Sent · Ken Smith · 330 days ago · New manager coaching
Contract Sent → Won · Ken Smith · 333 days ago · Vendor selection support
Task: Draft SOW
Email: Send references
Qualified → Proposal · Ken Smith · 346 days ago · New manager coaching
Demo: reporting workflow
Proposal → Contract Sent · Ken Smith · 353 days ago · Vendor selection support
Qualified → Proposal · Ken Smith · 357 days ago · Vendor selection support
Lead → Qualified · Ken Smith · 360 days ago · Vendor selection support
Lead → Qualified · Ken Smith · 362 days ago · New manager coaching
Created as Lead · Ken Smith · 367 days ago · Vendor selection support
Created as Lead · Ken Smith · 377 days ago · New manager coaching
Proposal → Lost · Ken Smith · 640 days ago · Reporting modernization
Qualified → Proposal · Ken Smith · 642 days ago · Reporting modernization
Lead → Qualified · Ken Smith · 644 days ago · Reporting modernization
Created as Lead · Ken Smith · 667 days ago · Reporting modernization
Contract Sent → Won · Ken Smith · 721 days ago · New manager coaching
Proposal → Contract Sent · Ken Smith · 732 days ago · New manager coaching
Qualified → Proposal · Ken Smith · 749 days ago · New manager coaching
Lead → Qualified · Ken Smith · 794 days ago · New manager coaching
Created as Lead · Ken Smith · 803 days ago · New manager coaching
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Reporting modernization | Won | $43,500 | 2026-06-30 |
| Compliance readiness review | Won | $35,000 | 2026-05-10 |
| Vendor selection support | Won | $18,000 | 2025-11-07 |
| New manager coaching | Won | $7,000 | 2025-12-25 |
| Reporting modernization | Lost | $11,250 | 2024-12-25 |
| New manager coaching | Won | $10,000 | 2024-10-06 |
| Address | 7245 Elm St, Suite 600 |
| City | Denver, CO 80202 |
| Phone | 303-555-8097 |
| Website | www.vantagecreditunion.example.com |
| Industry | Major Banks |
| Customer since | 2025-03-18 |
| Annual revenue | $14,000,000 |
| Employees | 585 |
1021
Vantage Credit Union
Major Banks
7245 Elm St, Suite 600
Denver
CO
80202
303-555-8097
www.vantagecreditunion.example.com
Customer
30
2025-03-18
14000000
585
2026-09-15