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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
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