Harbor Point Bank Customer
Major Banks · Philadelphia, PA · 215-555-5967
· www.harborpointbank.example.com
Owner: George Jones $62,500
Open pipeline
$309,750
Lifetime revenue
2026-10-01
Last activity
Meeting: Kickoff meeting
Meeting: Kickoff meeting
Demo: dashboard mockup
Demo: dashboard mockup
Follow-up: Follow up after demo
Meeting: Contract review
Call: Scope call with Hannah
Lead → Qualified · George Jones · 11 days ago · Finance lead mentoring
Call: Check-in call
Demo: reporting workflow
Created as Lead · George Jones · 17 days ago · Finance lead mentoring
Call: Reference call
Contract Sent → Won · George Jones · 19 days ago · Supply chain assessment
Follow-up: Follow up on contract
Task: Update forecast notes
Current system is a mix of spreadsheets and email.
Call: Discovery call with Steven
Proposal → Contract Sent · George Jones · 31 days ago · Reporting modernization
Demo: portal prototype
Proposal → Contract Sent · George Jones · 33 days ago · New manager coaching
Demo: dashboard mockup
Qualified → Proposal · George Jones · 36 days ago · Reporting modernization
Qualified → Proposal · George Jones · 45 days ago · Vendor selection support
Qualified → Proposal · George Jones · 45 days ago · New manager coaching
Lead → Qualified · George Jones · 48 days ago · New manager coaching
Lead → Qualified · George Jones · 54 days ago · Vendor selection support
Proposal → Contract Sent · George Jones · 56 days ago · Supply chain assessment
Follow-up: Follow up after demo
Created as Lead · George Jones · 59 days ago · New manager coaching
Created as Lead · George Jones · 60 days ago · Vendor selection support
Meeting: Contract review
Lead → Qualified · George Jones · 63 days ago · Reporting modernization
Qualified → Proposal · George Jones · 73 days ago · Supply chain assessment
Created as Lead · George Jones · 73 days ago · Reporting modernization
Demo: reporting workflow
Task: Update forecast notes
Lead → Qualified · George Jones · 78 days ago · Supply chain assessment
Created as Lead · George Jones · 108 days ago · Supply chain assessment
Contract Sent → Won · George Jones · 157 days ago · Analyst mentoring series
Follow-up: Follow up on pricing
Call: Reference call
Proposal → Contract Sent · George Jones · 194 days ago · Analyst mentoring series
Follow-up: Follow up on pricing
Qualified → Proposal · George Jones · 199 days ago · Analyst mentoring series
Call: Quarterly check-in
Lead → Qualified · George Jones · 205 days ago · Analyst mentoring series
Created as Lead · George Jones · 206 days ago · Analyst mentoring series
Happy with last engagement; open to a follow-on.
Contract Sent → Won · George Jones · 221 days ago · IT roadmap engagement
Call: Check-in call
Proposal → Contract Sent · George Jones · 229 days ago · IT roadmap engagement
Happy with last engagement; open to a follow-on.
IT is short-staffed, timeline may slip on their side.
Contract Sent → Won · George Jones · 262 days ago · Data migration advisory
Meeting: Executive briefing
Qualified → Proposal · George Jones · 277 days ago · IT roadmap engagement
Email: Send meeting recap
Call: Check-in call
Follow-up: Follow up on pricing
Asked for a case study in their industry.
Lead → Qualified · George Jones · 285 days ago · IT roadmap engagement
Created as Lead · George Jones · 292 days ago · IT roadmap engagement
Proposal → Contract Sent · George Jones · 302 days ago · Data migration advisory
Current system is a mix of spreadsheets and email.
Qualified → Proposal · George Jones · 320 days ago · Data migration advisory
Lead → Qualified · George Jones · 333 days ago · Data migration advisory
Wants weekly status calls, Tuesday mornings.
Created as Lead · George Jones · 351 days ago · Data migration advisory
Contract Sent → Won · George Jones · 451 days ago · Compliance readiness review
Proposal → Contract Sent · George Jones · 456 days ago · Compliance readiness review
Qualified → Proposal · George Jones · 465 days ago · Compliance readiness review
Lead → Qualified · George Jones · 473 days ago · Compliance readiness review
Created as Lead · George Jones · 491 days ago · Compliance readiness review
Contract Sent → Won · George Jones · 683 days ago · Operations audit
Proposal → Contract Sent · George Jones · 689 days ago · Operations audit
Qualified → Proposal · George Jones · 694 days ago · Operations audit
Lead → Qualified · George Jones · 704 days ago · Operations audit
Created as Lead · George Jones · 717 days ago · Operations audit
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Finance lead mentoring | Qualified | $5,000 | 2026-11-07 |
| New manager coaching | Contract Sent | $5,000 | 2026-10-31 |
| Vendor selection support | Proposal | $42,500 | 2026-11-10 |
| Reporting modernization | Contract Sent | $10,000 | 2026-10-30 |
| Supply chain assessment | Won | $85,000 | 2026-09-04 |
| Analyst mentoring series | Won | $5,250 | 2026-04-28 |
| IT roadmap engagement | Won | $54,000 | 2026-03-08 |
| Data migration advisory | Won | $24,000 | 2026-01-05 |
| Compliance readiness review | Won | $49,000 | 2025-07-09 |
| Operations audit | Won | $92,500 | 2024-11-19 |
| Address | 5259 Center St, Suite 400 |
| City | Philadelphia, PA 19103 |
| Phone | 215-555-5967 |
| Website | www.harborpointbank.example.com |
| Industry | Major Banks |
| Customer since | 2024-10-23 |
| Annual revenue | $193,000,000 |
| Employees | 215 |
1062
Harbor Point Bank
Major Banks
5259 Center St, Suite 400
Philadelphia
PA
19103
215-555-5967
www.harborpointbank.example.com
Customer
10
2024-10-23
193000000
215
2026-10-01