Follow-up: Follow up on pricing
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2026-10-23
Qualified → Proposal · Ken Smith · 6 days ago · ERP integration advisory
2026-09-27
Follow-up: Follow up on pricing
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2026-09-26
Wants weekly status calls, Tuesday mornings.
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2026-09-18
Prefers fixed-fee for the first phase.
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2026-09-09
Lead → Qualified · Ken Smith · 28 days ago · ERP integration advisory
2026-09-05
Call: Discovery call with Luis
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2026-08-31
Created as Lead · Ken Smith · 41 days ago · ERP integration advisory
2026-08-23
Champion is Owen; sceptic is the controller.
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2026-07-21
Contract Sent → Won · Ken Smith · 87 days ago · Warehouse workflow assessment
2026-07-08
Proposal → Contract Sent · Ken Smith · 95 days ago · Warehouse workflow assessment
2026-06-30
Task: Prepare demo environment
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2026-06-28
Champion is Owen; sceptic is the controller.
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2026-06-23
Qualified → Proposal · Ken Smith · 125 days ago · Warehouse workflow assessment
2026-05-31
Champion is Owen; sceptic is the controller.
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2026-05-26
Lead → Qualified · Ken Smith · 153 days ago · Warehouse workflow assessment
2026-05-03
Contract Sent → Won · Ken Smith · 161 days ago · Operations audit
2026-04-25
Created as Lead · Ken Smith · 173 days ago · Warehouse workflow assessment
2026-04-13
Proposal → Contract Sent · Ken Smith · 186 days ago · Operations audit
2026-03-31
Qualified → Proposal · Ken Smith · 229 days ago · Operations audit
2026-02-15
Lead → Qualified · Ken Smith · 235 days ago · Operations audit
2026-02-09
Created as Lead · Ken Smith · 246 days ago · Operations audit
2026-01-29
Strong fit for a mentoring engagement after go-live.
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2026-01-03
Scope grew to include the reporting cleanup.
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2025-12-23
Asked for a case study in their industry.
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2025-12-19
Contract Sent → Won · Ken Smith · 555 days ago · Finance close optimization
2025-03-27
Proposal → Contract Sent · Ken Smith · 559 days ago · Finance close optimization
2025-03-23
Qualified → Proposal · Ken Smith · 576 days ago · Finance close optimization
2025-03-05
Lead → Qualified · Ken Smith · 577 days ago · Finance close optimization
2025-03-04
Created as Lead · Ken Smith · 610 days ago · Finance close optimization
2025-01-30