Maple Grove Financial Customer
Major Banks · Grand Rapids, MI · 616-555-1854
· www.maplegrovefinancial.example.com
Owner: Ken Smith $3,600
Open pipeline
$107,000
Lifetime revenue
2026-08-08
Last activity
Task: Draft SOW
Task: Prepare demo environment
Call: Check-in call
Meeting: Proposal walkthrough
Lead → Qualified · Ken Smith · 58 days ago · Process mapping workshop
Created as Lead · Ken Smith · 65 days ago · Process mapping workshop
They are comparing us with one other firm on price.
Call: Check-in call
Contract Sent → Won · Ken Smith · 118 days ago · Finance lead mentoring
Email: Send meeting recap
Referred by Oakline Automotive; expects the same team.
Proposal → Contract Sent · Ken Smith · 136 days ago · Finance lead mentoring
Qualified → Proposal · Ken Smith · 158 days ago · Finance lead mentoring
Demo: reporting workflow
Lead → Qualified · Ken Smith · 196 days ago · Finance lead mentoring
Created as Lead · Ken Smith · 198 days ago · Finance lead mentoring
Sent references; waiting to hear back.
Referred by Wildwood Software; expects the same team.
Contract Sent → Won · Ken Smith · 252 days ago · Finance close optimization
Follow-up: Follow up on pricing
Proposal → Contract Sent · Ken Smith · 255 days ago · Finance close optimization
Meeting: Kickoff meeting
Qualified → Proposal · Ken Smith · 269 days ago · Finance close optimization
Lead → Qualified · Ken Smith · 272 days ago · Finance close optimization
James is the decision maker; CFO signs off.
Created as Lead · Ken Smith · 289 days ago · Finance close optimization
Asked whether we can start before the fiscal year ends.
Contract Sent → Won · Ken Smith · 306 days ago · IT team coaching engagement
Call: Reference call
Proposal → Contract Sent · Ken Smith · 316 days ago · IT team coaching engagement
Qualified → Proposal · Ken Smith · 321 days ago · IT team coaching engagement
Contract Sent → Won · Ken Smith · 329 days ago · New manager coaching
Email: Send meeting recap
Asked for a case study in their industry.
Asked whether we can start before the fiscal year ends.
Proposal → Contract Sent · Ken Smith · 338 days ago · New manager coaching
Email: Send pricing summary
Task: Draft SOW
Qualified → Proposal · Ken Smith · 357 days ago · New manager coaching
Lead → Qualified · Ken Smith · 359 days ago · IT team coaching engagement
Follow-up: Follow up on pricing
Created as Lead · Ken Smith · 383 days ago · IT team coaching engagement
Meeting: Contract review
Lead → Qualified · Ken Smith · 394 days ago · New manager coaching
Task: Prepare proposal draft
Created as Lead · Ken Smith · 401 days ago · New manager coaching
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Process mapping workshop | Qualified | $3,600 | 2026-11-01 |
| Finance lead mentoring | Won | $6,750 | 2026-06-04 |
| Finance close optimization | Won | $85,500 | 2026-01-26 |
| IT team coaching engagement | Won | $6,000 | 2025-12-01 |
| New manager coaching | Won | $8,750 | 2025-11-02 |
| Address | 1938 Park Ave |
| City | Grand Rapids, MI 49503 |
| Phone | 616-555-1854 |
| Website | www.maplegrovefinancial.example.com |
| Industry | Major Banks |
| Customer since | 2019-02-19 |
| Annual revenue | $51,000,000 |
| Employees | 435 |
1067
Maple Grove Financial
Major Banks
1938 Park Ave
Grand Rapids
MI
49503
616-555-1854
www.maplegrovefinancial.example.com
Customer
30
2019-02-19
51000000
435
2026-08-08