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Count:
16
All Engagements
6
Title
Company
Contact
Notes
Owner
Value
Start Date
Status
Chance
Full name
Closing Month
Activity
Status Change Date
Send to snapshotting
Complete Date
Any Learnings?
Created
Days to Close
1
100 seats
Middle Point Solutions
Myra Hickman
Initiation
100 seats for
@Middle Point Solutions
[  ]
3/25/2022 11:30:18 AM
Progress Timestamp
5/28/2022
2/4/2019
2
New Team Onboard
University of PNW
Erica Sandman
Met at a conference. Referral from Middle Point.
Evan Brooks
$42,000
3/7/2022
Initiation
New Team Onboard for
@University of PNW
March
10/8/18 - New Team Onboard for University of PNW-University of PNW
11/5/18 - New Team Onboard for University of PNW-University of PNW
1/24/19 - New Team Onboard for University of PNW-University of PNW
3/25/2022 11:30:22 AM
Progress Timestamp
5/28/2022
11/7/2018
1216
3
New Deal
K Co
Blanca Kidd
Evan Brooks
$40,500
4/7/2022
Lead
10%
New Deal for
@K Co
April
10/4/18 - New Deal for K Co-K Co
11/19/18 - New Deal for K Co-K Co
3/25/2022 11:30:08 AM
Progress Timestamp
5/28/2022
10/9/2018
1276
4
Develop System
Two Ravens Bakery
James Page
John Scrugham
$33,000
2/16/2022
Lead
10%
Develop System for
@Two Ravens Bakery
February
11/14/18 - Develop System for Two Ravens Bakery-Two Ravens Bakery
3/25/2022 11:30:10 AM
Progress Timestamp
5/28/2022
10/9/2018
1226
5
Website Redesign
Arrow & Dot
Isela Clayton
$125,000
1/24/2022
Lead
10%
Website Redesign for
@Arrow & Dot
January
11/4/18 - Website Redesign for Arrow & Dot-Arrow & Dot
12/10/18 - Website Redesign for Arrow & Dot-Arrow & Dot
3/25/2022 11:30:12 AM
Progress Timestamp
4/16/2022
11/7/2018
1174
6
Advertising Deal
Boulevard Brewing Co
Jay Lu
This one is getting stalled.
John Scrugham
$79,999
4/7/2022
Qualified
15%
Advertising Deal for
@Boulevard Brewing Co
April
[  ]
9/29/2020 1:10:08 PM
Progress Timestamp
6/23/2022
10/9/2018
1276
7
Conference co-sponsorship
Box.sq
Carlton Morrison
John Scrugham
$10,500
5/30/2022
Negotiation
80%
Conference co-sponsorship for
@Box.sq
May
[  ]
3/15/2019 12:46:20 PM
Progress Timestamp
9/8/2022
10/9/2018
1329
8
BBB Growth and Expansion
Box.sq
James Page
Evan Brooks
$25,000
3/7/2022
Lost
0%
BBB Growth and Expansion for
@Box.sq
March
9/12/18 - BBB Growth and Expansion for Box.sq-Box.sq
10/12/2018 2:23:56 PM
Progress Timestamp
5/28/2022
10/12/2018
1242
9
Partnership: Event Mgmt.
Boulevard Brewing Co
Jay Lu
Working with his partner to get more buy-in.
$55,000
7/4/2022
Complete
Partnership: Event Mgmt. for
@Boulevard Brewing Co
July
[  ]
3/25/2022 11:30:27 AM
Progress Timestamp
10/20/2022
Quick to first call. Gave a big discount.
10/9/2018
1364
10
Big Opportunity
K Co
Blanca Kidd
Evan Brooks
$50,105
4/7/2022
Won
100%
Big Opportunity for
@K Co
April
[  ]
3/25/2022 11:32:30 AM
Progress Timestamp
8/8/2022
10/9/2018
1276
11
Membership
K Co
Ferris Bass
John Scrugham
$50,000
2/16/2022
Won
100%
Membership for
@K Co
February
[  ]
10/12/2018 2:23:59 PM
Progress Timestamp
6/23/2022
10/12/2018
1223
12
Partnership Opportunity
Arrow & Dot
Erica Sandman
John Scrugham
$50,000
4/18/2022
Won
100%
Partnership Opportunity for
@Arrow & Dot
April
11/4/18 - Partnership Opportunity for Arrow & Dot-Arrow & Dot
3/25/2022 2:22:15 PM
Progress Timestamp
10/10/2022
Not well qualified.
11/7/2018
1258
13
EMEA Expansion
Boulevard Brewing Co
Niko Ortiz
Evan Brooks
$25,000
6/20/2022
Opportunity
50%
EMEA Expansion for
@Boulevard Brewing Co
June
10/8/18 - EMEA Expansion for Boulevard Brewing Co-Boulevard Brewing Co
11/7/2018 2:49:46 PM
Progress Timestamp
9/10/2022
10/12/2018
1347
14
50 Seats on Product
Middle Point Solutions
Michael Cheng
$30,000
7/18/2022
Opportunity
50%
50 Seats on Product for
@Middle Point Solutions
July
11/1/18 - 50 Seats on Product for Middle Point Solutions-Middle Point Solutions
1/31/2019 4:22:56 PM
Progress Timestamp
12/3/2022
11/7/2018
1349
15
App - 60 seats
Boulevard Brewing Co
Deedee Snow
$12,000
10/17/2022
Won
100%
App - 60 seats for
@Boulevard Brewing Co
October
9/8/18 - App - 60 seats for Boulevard Brewing Co-Boulevard Brewing Co
1/31/2019 4:29:21 PM
Progress Timestamp
12/7/2022
They loved Krunal.
11/7/2018
1440
16
App - 120 Seats - Month to Month
Two Ravens Bakery
James Page
$65,000
11/21/2022
Lost
0%
App - 120 Seats - Month to Month for
@Two Ravens Bakery
November
[  ]
11/7/2018 3:07:07 PM
Progress Timestamp
12/28/2022
Krunal was mean to their owner. Didn't want to take another call.
11/7/2018
1475
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