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Company
Position
Stage
Date
Interest Level
Contact
Email
Notes
Something I Liked
Next Steps
Message
Thank You Email
Thank You Sent
Exploratory Call
3/8/2021
I really enjoyed hearing your story and learning about what brought you to Coda.
Dear Andrew, Thanks so much for taking the time to chat today. I really enjoyed hearing your story and learning about what brought you to Coda. I hope to chat more with you and the team in the future. Thank you, Drew
Send Thank You Note
Applied
3/9/2021
I thought your perspective on B2B marketing was refreshing and engaging.
Dear Evan, Thanks so much for taking the time to chat today. I thought your perspective on B2B marketing was refreshing and engaging. I hope to chat more with you and the team in the future. Thank you, Drew
Send Thank You Note
On Site
3/5/2021
Dear Kenny, Thanks so much for taking the time to chat today. I hope to chat more with you and the team in the future. Thank you, Drew
Send Thank You Note
Company Y
1
Role C
1
Passed
3/1/2021
Dear , Thanks so much for taking the time to chat today. I hope to chat more with you and the team in the future. Thank you, Drew
Send Thank You Note
Company Z
1
Role D
1
Negotiation
2/22/2021
Dear , Thanks so much for taking the time to chat today. I hope to chat more with you and the team in the future. Thank you, Drew
Send Thank You Note
Stage
0

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