Ashford Manufacturing Customer
Industrial Machinery · Raleigh, NC · 919-555-5026
· www.ashfordmanufacturing.example.com
Owner: George Jones $0
Open pipeline
$173,250
Lifetime revenue
2026-06-19
Last activity
Contract Sent → Won · George Jones · 106 days ago · Data migration advisory
Task: Draft SOW
Proposal → Contract Sent · George Jones · 107 days ago · Data migration advisory
Qualified → Proposal · George Jones · 110 days ago · Data migration advisory
Lead → Qualified · George Jones · 117 days ago · Data migration advisory
Demo: reporting workflow
Contract Sent → Won · George Jones · 152 days ago · Process improvement review
Created as Lead · George Jones · 152 days ago · Data migration advisory
Meeting: Requirements review
Proposal → Contract Sent · George Jones · 157 days ago · Process improvement review
Contract Sent → Won · George Jones · 171 days ago · Finance close optimization
Call: Check-in call
Proposal → Contract Sent · George Jones · 174 days ago · Finance close optimization
Qualified → Proposal · George Jones · 181 days ago · Process improvement review
Sent references; waiting to hear back.
Contract Sent → Won · George Jones · 183 days ago · Customer portal strategy
Follow-up: Follow up on pricing
Email: Send meeting recap
Proposal → Contract Sent · George Jones · 190 days ago · Customer portal strategy
Qualified → Proposal · George Jones · 193 days ago · Finance close optimization
Champion is Eric; sceptic is the controller.
Lead → Qualified · George Jones · 195 days ago · Finance close optimization
Qualified → Proposal · George Jones · 196 days ago · Customer portal strategy
Lead → Qualified · George Jones · 196 days ago · Process improvement review
Follow-up: Follow up after demo
Lead → Qualified · George Jones · 202 days ago · Customer portal strategy
Demo: dashboard mockup
Created as Lead · George Jones · 208 days ago · Process improvement review
Meeting: Kickoff meeting
Demo: portal prototype
Created as Lead · George Jones · 214 days ago · Finance close optimization
Meeting: Requirements review
Created as Lead · George Jones · 225 days ago · Customer portal strategy
Asked for a case study in their industry.
Champion is Eric; sceptic is the controller.
Prefers fixed-fee for the first phase.
Board meeting next month; wants numbers before then.
Happy with last engagement; open to a follow-on.
Email: Quarterly check-in
Call: Quarterly check-in
Contract Sent → Won · George Jones · 514 days ago · Data migration advisory
Proposal → Contract Sent · George Jones · 530 days ago · Data migration advisory
Qualified → Proposal · George Jones · 549 days ago · Data migration advisory
Lead → Qualified · George Jones · 554 days ago · Data migration advisory
Created as Lead · George Jones · 562 days ago · Data migration advisory
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Data migration advisory | Won | $19,500 | 2026-06-30 |
| Process improvement review | Won | $31,500 | 2026-05-06 |
| Finance close optimization | Won | $61,250 | 2026-04-08 |
| Customer portal strategy | Won | $32,500 | 2026-03-30 |
| Data migration advisory | Won | $28,500 | 2025-05-03 |
| Address | 6793 Park Ave, Suite 500 |
| City | Raleigh, NC 27601 |
| Phone | 919-555-5026 |
| Website | www.ashfordmanufacturing.example.com |
| Industry | Industrial Machinery |
| Customer since | 2022-01-08 |
| Annual revenue | $54,000,000 |
| Employees | 1305 |
1058
Ashford Manufacturing
Industrial Machinery
6793 Park Ave, Suite 500
Raleigh
NC
27601
919-555-5026
www.ashfordmanufacturing.example.com
Customer
10
2022-01-08
54000000
1305
2026-06-19