Newhaven Labs Customer
Biotechnology · Rochester, MN · 507-555-2860
· www.newhavenlabs.example.com
Owner: Jerry Pickens $7,000
Open pipeline
$13,500
Lifetime revenue
2026-09-11
Last activity
Board meeting next month; wants numbers before then.
Happy with last engagement; open to a follow-on.
Champion is Owen; sceptic is the controller.
Task: Draft SOW
Qualified → Proposal · Jerry Pickens · 40 days ago · IT team coaching engagement
Lead → Qualified · Jerry Pickens · 50 days ago · IT team coaching engagement
Created as Lead · Jerry Pickens · 60 days ago · IT team coaching engagement
Current system is a mix of spreadsheets and email.
Email: Send revised SOW
Current system is a mix of spreadsheets and email.
Email: Send meeting recap
Asked for a case study in their industry.
Champion is Owen; sceptic is the controller.
Email: Quarterly check-in
Budget approved for Q4, wants SOW by the 20th.
Contract Sent → Won · Jerry Pickens · 647 days ago · Warehouse workflow assessment
Proposal → Contract Sent · Jerry Pickens · 676 days ago · Warehouse workflow assessment
Qualified → Proposal · Jerry Pickens · 680 days ago · Warehouse workflow assessment
Lead → Qualified · Jerry Pickens · 694 days ago · Warehouse workflow assessment
Created as Lead · Jerry Pickens · 710 days ago · Warehouse workflow assessment
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| IT team coaching engagement | Proposal | $7,000 | 2026-11-03 |
| Warehouse workflow assessment | Won | $13,500 | 2024-12-15 |
| Address | 5287 Mill Rd |
| City | Rochester, MN 55902 |
| Phone | 507-555-2860 |
| Website | www.newhavenlabs.example.com |
| Industry | Biotechnology |
| Customer since | 2026-03-25 |
| Annual revenue | $101,000,000 |
| Employees | 1315 |
1030
Newhaven Labs
Biotechnology
5287 Mill Rd
Rochester
MN
55902
507-555-2860
www.newhavenlabs.example.com
Customer
20
2026-03-25
101000000
1315
2026-09-11