Legal wants a mutual NDA before the proposal.
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2026-09-16
Asked for a case study in their industry.
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2026-08-11
Current system is a mix of spreadsheets and email.
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2026-07-30
Sent references; waiting to hear back.
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2026-07-05
Prefers fixed-fee for the first phase.
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2026-02-13
Referred by Redstone Packaging; expects the same team.
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2026-02-09
Contract Sent → Won · Jerry Pickens · 247 days ago · Customer portal strategy
2026-01-28
Meeting: Proposal walkthrough
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2026-01-28
Proposal → Contract Sent · Jerry Pickens · 250 days ago · Customer portal strategy
2026-01-25
Follow-up: Follow up on proposal
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2026-01-23
Qualified → Proposal · Jerry Pickens · 257 days ago · Customer portal strategy
2026-01-18
Lead → Qualified · Jerry Pickens · 282 days ago · Customer portal strategy
2025-12-24
Created as Lead · Jerry Pickens · 288 days ago · Customer portal strategy
2025-12-18
Scope grew to include the reporting cleanup.
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2025-10-08
Contract Sent → Won · Jerry Pickens · 675 days ago · Customer portal strategy
2024-11-26
Proposal → Contract Sent · Jerry Pickens · 684 days ago · Customer portal strategy
2024-11-17
Qualified → Proposal · Jerry Pickens · 692 days ago · Customer portal strategy
2024-11-09
Lead → Qualified · Jerry Pickens · 695 days ago · Customer portal strategy
2024-11-06
Created as Lead · Jerry Pickens · 718 days ago · Customer portal strategy
2024-10-15
| Address | 1175 Riverside Dr |
| City | Chicago, IL 60607 |
| Phone | 312-555-7570 |
| Website | www.larkspurfreight.example.com |
| Industry | Transportation Services |
| Customer since | 2022-12-25 |
| Annual revenue | $119,000,000 |
| Employees | 1360 |
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