Renewal conversation should start in the spring.
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2026-08-22
Contract Sent → Won · Jerry Pickens · 45 days ago · New manager coaching
2026-08-19
Proposal → Contract Sent · Jerry Pickens · 59 days ago · New manager coaching
2026-08-05
Follow-up: Follow up after demo
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2026-08-02
Qualified → Proposal · Jerry Pickens · 64 days ago · New manager coaching
2026-07-31
Lead → Qualified · Jerry Pickens · 66 days ago · New manager coaching
2026-07-29
Prefers fixed-fee for the first phase.
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2026-06-26
Created as Lead · Jerry Pickens · 102 days ago · New manager coaching
2026-06-23
Wants weekly status calls, Tuesday mornings.
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2026-04-04
Strong fit for a mentoring engagement after go-live.
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2026-03-07
Contract Sent → Won · Jerry Pickens · 248 days ago · Customer portal strategy
2026-01-27
Proposal → Contract Sent · Jerry Pickens · 249 days ago · Customer portal strategy
2026-01-26
Qualified → Proposal · Jerry Pickens · 257 days ago · Customer portal strategy
2026-01-18
Lead → Qualified · Jerry Pickens · 263 days ago · Customer portal strategy
2026-01-12
Created as Lead · Jerry Pickens · 297 days ago · Customer portal strategy
2025-12-09
They are comparing us with one other firm on price.
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2025-11-02
Contract Sent → Won · Jerry Pickens · 347 days ago · Analyst mentoring series
2025-10-21
Meeting: Requirements review
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2025-10-21
Proposal → Contract Sent · Jerry Pickens · 350 days ago · Analyst mentoring series
2025-10-18
Qualified → Proposal · Jerry Pickens · 362 days ago · Analyst mentoring series
2025-10-06
Lead → Qualified · Jerry Pickens · 386 days ago · Analyst mentoring series
2025-09-12
Created as Lead · Jerry Pickens · 404 days ago · Analyst mentoring series
2025-08-25