Union Square Automotive Customer
Industrial Machinery · Omaha, NE · 402-555-8900
· www.unionsquareautomotive.example.com
Owner: George Jones $0
Open pipeline
$114,250
Lifetime revenue
2026-09-13
Last activity
Sent references; waiting to hear back.
Call: Discovery call with Steven
Contract Sent → Won · George Jones · 59 days ago · Operations audit
Meeting: Kickoff meeting
Proposal → Contract Sent · George Jones · 62 days ago · Operations audit
Email: Quarterly check-in
Qualified → Lost · George Jones · 65 days ago · Data migration advisory
Follow-up: Follow up on contract
Qualified → Proposal · George Jones · 69 days ago · Operations audit
Email: Send meeting recap
Lead → Qualified · George Jones · 73 days ago · Operations audit
Call: Reference call
Contract Sent → Won · George Jones · 80 days ago · Finance close optimization
Demo: dashboard mockup
Email: Send references
Lead → Qualified · George Jones · 90 days ago · Data migration advisory
Created as Lead · George Jones · 90 days ago · Operations audit
Meeting: Requirements review
Email: Send meeting recap
Contract Sent → Won · George Jones · 98 days ago · Process mapping workshop
Email: Send references
Meeting: Kickoff meeting
Follow-up: Follow up on pricing
Created as Lead · George Jones · 111 days ago · Data migration advisory
Proposal → Contract Sent · George Jones · 112 days ago · Process mapping workshop
Email: Send revised SOW
Email: Send pricing summary
Proposal → Contract Sent · George Jones · 126 days ago · Finance close optimization
Qualified → Proposal · George Jones · 136 days ago · Process mapping workshop
Strong fit for a mentoring engagement after go-live.
Lead → Qualified · George Jones · 139 days ago · Process mapping workshop
Qualified → Proposal · George Jones · 141 days ago · Finance close optimization
Created as Lead · George Jones · 143 days ago · Process mapping workshop
Lead → Qualified · George Jones · 149 days ago · Finance close optimization
Created as Lead · George Jones · 161 days ago · Finance close optimization
They are comparing us with one other firm on price.
Prefers fixed-fee for the first phase.
Referred by Oakline Automotive; expects the same team.
Contract Sent → Won · George Jones · 658 days ago · Reporting modernization
Proposal → Contract Sent · George Jones · 668 days ago · Reporting modernization
Qualified → Proposal · George Jones · 672 days ago · Reporting modernization
Lead → Qualified · George Jones · 682 days ago · Reporting modernization
Created as Lead · George Jones · 690 days ago · Reporting modernization
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Operations audit | Won | $13,500 | 2026-08-15 |
| Data migration advisory | Lost | $36,000 | 2026-08-08 |
| Process mapping workshop | Won | $4,000 | 2026-07-07 |
| Finance close optimization | Won | $11,250 | 2026-07-29 |
| Reporting modernization | Won | $85,500 | 2024-12-06 |
| Address | 5930 Mill Rd |
| City | Omaha, NE 68102 |
| Phone | 402-555-8900 |
| Website | www.unionsquareautomotive.example.com |
| Industry | Industrial Machinery |
| Customer since | 2022-03-04 |
| Annual revenue | $240,000,000 |
| Employees | 1370 |
1053
Union Square Automotive
Industrial Machinery
5930 Mill Rd
Omaha
NE
68102
402-555-8900
www.unionsquareautomotive.example.com
Customer
10
2022-03-04
240000000
1370
2026-09-13