Millbrook Media Customer
Business Services · Atlanta, GA · 404-555-9437
· www.millbrookmedia.example.com
Owner: Jerry Pickens $28,500
Open pipeline
$94,750
Lifetime revenue
2026-10-01
Last activity
Demo: reporting workflow
Task: Prepare demo environment
Qualified → Proposal · Jerry Pickens · 12 days ago · IT roadmap engagement
Lead → Qualified · Jerry Pickens · 16 days ago · IT roadmap engagement
Created as Lead · Jerry Pickens · 23 days ago · IT roadmap engagement
Scope grew to include the reporting cleanup.
Happy with last engagement; open to a follow-on.
Call: Discovery call with Jason
Asked for a case study in their industry.
Contract Sent → Won · Jerry Pickens · 239 days ago · Compliance readiness review
Call: Reference call
Jason is the decision maker; CFO signs off.
Follow-up: Follow up after demo
Proposal → Contract Sent · Jerry Pickens · 293 days ago · Compliance readiness review
Prefers fixed-fee for the first phase.
Meeting: Proposal walkthrough
Qualified → Proposal · Jerry Pickens · 309 days ago · Compliance readiness review
Lead → Qualified · Jerry Pickens · 315 days ago · Compliance readiness review
Created as Lead · Jerry Pickens · 327 days ago · Compliance readiness review
Scope grew to include the reporting cleanup.
Contract Sent → Won · Jerry Pickens · 377 days ago · New manager coaching
Proposal → Contract Sent · Jerry Pickens · 382 days ago · New manager coaching
Qualified → Proposal · Jerry Pickens · 398 days ago · New manager coaching
Lead → Qualified · Jerry Pickens · 418 days ago · New manager coaching
Created as Lead · Jerry Pickens · 427 days ago · New manager coaching
Contract Sent → Won · Jerry Pickens · 702 days ago · Customer portal strategy
Proposal → Contract Sent · Jerry Pickens · 711 days ago · Customer portal strategy
Qualified → Proposal · Jerry Pickens · 721 days ago · Customer portal strategy
Lead → Qualified · Jerry Pickens · 726 days ago · Customer portal strategy
Created as Lead · Jerry Pickens · 760 days ago · Customer portal strategy
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| IT roadmap engagement | Proposal | $28,500 | 2026-11-18 |
| Compliance readiness review | Won | $30,000 | 2026-02-19 |
| New manager coaching | Won | $8,750 | 2025-09-13 |
| Customer portal strategy | Won | $56,000 | 2024-11-02 |
| Address | 4571 Main St |
| City | Atlanta, GA 30303 |
| Phone | 404-555-9437 |
| Website | www.millbrookmedia.example.com |
| Industry | Business Services |
| Customer since | 2021-08-03 |
| Annual revenue | $148,000,000 |
| Employees | 1065 |
1029
Millbrook Media
Business Services
4571 Main St
Atlanta
GA
30303
404-555-9437
www.millbrookmedia.example.com
Customer
20
2021-08-03
148000000
1065
2026-10-01