Oakline Automotive Customer
Industrial Machinery · Philadelphia, PA · 215-555-5140
· www.oaklineautomotive.example.com
Owner: Ken Smith $17,000
Open pipeline
$217,000
Lifetime revenue
2026-10-02
Last activity
Call: Reference call
Follow-up: Follow up on contract
Follow-up: Follow up on pricing
Call: Discovery call with Olivia
Email: Send meeting recap
Qualified → Proposal · Ken Smith · 10 days ago · Analyst mentoring series
Lead → Qualified · Ken Smith · 11 days ago · New manager coaching
Meeting: Proposal walkthrough
Email: Send meeting recap
Lead → Qualified · Ken Smith · 34 days ago · Analyst mentoring series
Proposal → Contract Sent · Ken Smith · 34 days ago · IT team coaching engagement
Qualified → Proposal · Ken Smith · 37 days ago · IT team coaching engagement
Created as Lead · Ken Smith · 37 days ago · New manager coaching
Follow-up: Follow up after demo
Follow-up: Follow up after demo
Lead → Qualified · Ken Smith · 46 days ago · IT team coaching engagement
Demo: reporting workflow
Created as Lead · Ken Smith · 63 days ago · IT team coaching engagement
Asked for a case study in their industry.
Created as Lead · Ken Smith · 70 days ago · Analyst mentoring series
Contract Sent → Won · Ken Smith · 89 days ago · Compliance readiness review
Task: Prepare proposal draft
Follow-up: Follow up after demo
Follow-up: Follow up after demo
Proposal → Contract Sent · Ken Smith · 106 days ago · Compliance readiness review
Qualified → Proposal · Ken Smith · 131 days ago · Compliance readiness review
Board meeting next month; wants numbers before then.
Contract Sent → Won · Ken Smith · 144 days ago · ERP integration advisory
Task: Draft SOW
Champion is Olivia; sceptic is the controller.
Lead → Qualified · Ken Smith · 150 days ago · Compliance readiness review
Meeting: Requirements review
Meeting: Kickoff meeting
Created as Lead · Ken Smith · 156 days ago · Compliance readiness review
Meeting: Quarterly check-in
Proposal → Contract Sent · Ken Smith · 162 days ago · ERP integration advisory
Call: Check-in call
Qualified → Proposal · Ken Smith · 191 days ago · ERP integration advisory
Meeting: Executive briefing
Contract Sent → Won · Ken Smith · 200 days ago · Process improvement review
Meeting: Proposal walkthrough
Lead → Qualified · Ken Smith · 204 days ago · ERP integration advisory
Proposal → Contract Sent · Ken Smith · 205 days ago · Process improvement review
Created as Lead · Ken Smith · 206 days ago · ERP integration advisory
Olivia is the decision maker; CFO signs off.
Task: Update forecast notes
Call: Quarterly check-in
Qualified → Proposal · Ken Smith · 221 days ago · Process improvement review
Strong fit for a mentoring engagement after go-live.
Lead → Qualified · Ken Smith · 249 days ago · Process improvement review
Created as Lead · Ken Smith · 255 days ago · Process improvement review
Call: Discovery call with Robert
Current system is a mix of spreadsheets and email.
Contract Sent → Won · Ken Smith · 346 days ago · Operations audit
Demo: dashboard mockup
Proposal → Contract Sent · Ken Smith · 355 days ago · Operations audit
Qualified → Proposal · Ken Smith · 377 days ago · Operations audit
Lead → Qualified · Ken Smith · 381 days ago · Operations audit
Meeting: Executive briefing
Call: Scope call with Olivia
Created as Lead · Ken Smith · 392 days ago · Operations audit
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| New manager coaching | Qualified | $4,375 | 2026-10-12 |
| IT team coaching engagement | Contract Sent | $5,625 | 2026-10-23 |
| Analyst mentoring series | Proposal | $7,000 | 2026-11-12 |
| Compliance readiness review | Won | $22,500 | 2026-07-05 |
| ERP integration advisory | Won | $31,500 | 2026-05-21 |
| Process improvement review | Won | $100,000 | 2026-03-14 |
| Operations audit | Won | $63,000 | 2025-10-15 |
| Address | 6427 Front St, Suite 100 |
| City | Philadelphia, PA 19103 |
| Phone | 215-555-5140 |
| Website | www.oaklineautomotive.example.com |
| Industry | Industrial Machinery |
| Customer since | 2019-03-28 |
| Annual revenue | $108,000,000 |
| Employees | 725 |
1041
Oakline Automotive
Industrial Machinery
6427 Front St, Suite 100
Philadelphia
PA
19103
215-555-5140
www.oaklineautomotive.example.com
Customer
30
2019-03-28
108000000
725
2026-10-02