Goldleaf Packaging Customer
Industrial Machinery · Portland, OR · 503-555-7859
· www.goldleafpackaging.example.com
Owner: Ken Smith $94,500
Open pipeline
$61,000
Lifetime revenue
2026-09-27
Last activity
Follow-up: Follow up on pricing
Demo: portal prototype
Demo: portal prototype
Meeting: Proposal walkthrough
Demo: portal prototype
Lead → Qualified · Ken Smith · 13 days ago · Finance close optimization
Prefers fixed-fee for the first phase.
Proposal → Contract Sent · Ken Smith · 24 days ago · Customer portal strategy
Qualified → Proposal · Ken Smith · 28 days ago · Customer portal strategy
Lead → Qualified · Ken Smith · 30 days ago · Customer portal strategy
Created as Lead · Ken Smith · 32 days ago · Customer portal strategy
Email: Quarterly check-in
Board meeting next month; wants numbers before then.
Created as Lead · Ken Smith · 46 days ago · Finance close optimization
Call: Reference call
Sent references; waiting to hear back.
Referred by Oxbow Plastics; expects the same team.
Email: Send pricing summary
Strong fit for a mentoring engagement after go-live.
Renewal conversation should start in the spring.
Sent references; waiting to hear back.
Qualified → Lost · Ken Smith · 604 days ago · Compliance readiness review
Lead → Qualified · Ken Smith · 605 days ago · Compliance readiness review
Contract Sent → Won · Ken Smith · 615 days ago · Warehouse workflow assessment
Created as Lead · Ken Smith · 631 days ago · Compliance readiness review
Proposal → Contract Sent · Ken Smith · 660 days ago · Warehouse workflow assessment
Qualified → Proposal · Ken Smith · 681 days ago · Warehouse workflow assessment
Contract Sent → Won · Ken Smith · 688 days ago · IT team coaching engagement
Lead → Qualified · Ken Smith · 688 days ago · Warehouse workflow assessment
Proposal → Contract Sent · Ken Smith · 697 days ago · IT team coaching engagement
Qualified → Proposal · Ken Smith · 704 days ago · IT team coaching engagement
Created as Lead · Ken Smith · 705 days ago · Warehouse workflow assessment
Lead → Qualified · Ken Smith · 716 days ago · IT team coaching engagement
Created as Lead · Ken Smith · 723 days ago · IT team coaching engagement
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Customer portal strategy | Contract Sent | $78,750 | 2026-10-16 |
| Finance close optimization | Qualified | $15,750 | 2026-11-09 |
| Compliance readiness review | Lost | $24,500 | 2025-02-17 |
| Warehouse workflow assessment | Won | $48,000 | 2025-01-22 |
| IT team coaching engagement | Won | $13,000 | 2024-11-18 |
| Address | 1185 Industrial Pkwy, Suite 600 |
| City | Portland, OR 97204 |
| Phone | 503-555-7859 |
| Website | www.goldleafpackaging.example.com |
| Industry | Industrial Machinery |
| Customer since | 2022-01-04 |
| Annual revenue | $227,000,000 |
| Employees | 15 |
1048
Goldleaf Packaging
Industrial Machinery
1185 Industrial Pkwy, Suite 600
Portland
OR
97204
503-555-7859
www.goldleafpackaging.example.com
Customer
30
2022-01-04
227000000
15
2026-09-27