Meeting: Proposal walkthrough
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2026-10-15
Follow-up: Follow up on pricing
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2026-09-27
Proposal → Contract Sent · Ken Smith · 37 days ago · Compliance readiness review
2026-08-27
Qualified → Proposal · Ken Smith · 39 days ago · Compliance readiness review
2026-08-25
Lead → Qualified · Ken Smith · 41 days ago · Compliance readiness review
2026-08-23
Created as Lead · Ken Smith · 43 days ago · Compliance readiness review
2026-08-21
Wants weekly status calls, Tuesday mornings.
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2026-08-04
Champion is Ryan; sceptic is the controller.
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2026-06-13
Referred by Ridgeline Biotech; expects the same team.
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2026-06-08
They are comparing us with one other firm on price.
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2026-03-16
Contract Sent → Won · Ken Smith · 216 days ago · Reporting modernization
2026-02-28
Follow-up: Follow up on contract
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2026-02-11
Proposal → Contract Sent · Ken Smith · 239 days ago · Reporting modernization
2026-02-05
Qualified → Proposal · Ken Smith · 251 days ago · Reporting modernization
2026-01-24
Lead → Qualified · Ken Smith · 252 days ago · Reporting modernization
2026-01-23
Created as Lead · Ken Smith · 253 days ago · Reporting modernization
2026-01-22
Contract Sent → Won · Ken Smith · 264 days ago · Customer portal strategy
2026-01-11
Meeting: Proposal walkthrough
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2026-01-11
Proposal → Contract Sent · Ken Smith · 285 days ago · Customer portal strategy
2025-12-21
Legal wants a mutual NDA before the proposal.
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2025-12-14
Qualified → Proposal · Ken Smith · 295 days ago · Customer portal strategy
2025-12-11
Champion is Ryan; sceptic is the controller.
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2025-12-05
Lead → Qualified · Ken Smith · 309 days ago · Customer portal strategy
2025-11-27
Referred by Cedar Ridge Credit Union; expects the same team.
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2025-11-17
Created as Lead · Ken Smith · 331 days ago · Customer portal strategy
2025-11-05
Contract Sent → Won · Ken Smith · 547 days ago · Process improvement review
2025-04-04
Proposal → Contract Sent · Ken Smith · 552 days ago · Process improvement review
2025-03-30
Qualified → Proposal · Ken Smith · 595 days ago · Process improvement review
2025-02-14
Lead → Qualified · Ken Smith · 607 days ago · Process improvement review
2025-02-02
Created as Lead · Ken Smith · 609 days ago · Process improvement review
2025-01-31
Contract Sent → Won · Ken Smith · 628 days ago · Supply chain assessment
2025-01-12
Proposal → Contract Sent · Ken Smith · 640 days ago · Supply chain assessment
2024-12-31
Qualified → Proposal · Ken Smith · 641 days ago · Supply chain assessment
2024-12-30
Lead → Qualified · Ken Smith · 671 days ago · Supply chain assessment
2024-11-30
Created as Lead · Ken Smith · 676 days ago · Supply chain assessment
2024-11-25