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Activities
5
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Date
Company
Contact
Deal
Rep
Type
Sentiment
Notes
Activity Name
1
1/24/19
Edgewise
Niko Ortiz
New Team Onboard for Edgewise
JS
John Scrugham
📞 Call
😀
Wow - he is so excited
1/24/19
-
@New Team Onboard for Edgewise
-
@Edgewise
2
12/10/18
Arrow & Dot
Isela Clayton
Website Redesign for Arrow & Dot
EB
Evan Brooks
👜 Meeting
😐
Casual check in on their 2019 marketing plan
12/10/18
-
@Website Redesign for Arrow & Dot
-
@Arrow & Dot
3
11/19/18
K Co
Norene Mata
New Deal for K Co
JT
Jason Tamulonis
📥 Email
😐
Agenda is to review business plan and see if there is a solution fit.
11/19/18
-
@New Deal for K Co
-
@K Co
4
11/14/18
Two Dudes Bakery
James Page
Develop System for Two Dudes Bakery
JS
John Scrugham
📞 Call
😀
Want to talk about onboarding
F/U with her next week
11/14/18
-
@Develop System for Two Dudes Bakery
-
@Two Dudes Bakery
5
11/5/18
Edgewise
Dorathy Knox
New Team Onboard for Edgewise
JL
John Li
📞 Call
😀
Not a bad conversation. She left really excited.
11/5/18
-
@New Team Onboard for Edgewise
-
@Edgewise
6
11/4/18
Arrow & Dot
Isela Clayton
Website Redesign for Arrow & Dot
JD
Joe DiMento
👜 Meeting
😐
Excited about the opportunity and not bought in to the vision
11/4/18
-
@Website Redesign for Arrow & Dot
-
@Arrow & Dot
7
11/4/18
Arrow & Dot
Shelly Hansen
Partnership Opportunity for Arrow & Dot
EB
Evan Brooks
👜 Meeting
😡
Left the meeting midway. Felt like marketing was not what we are selling.
11/4/18
-
@Partnership Opportunity for Arrow & Dot
-
@Arrow & Dot
8
11/1/18
Middle Point
Myra Hickman
50 Seats on Product for Middle Point
EB
Evan Brooks
📞 Call
😀
Was totally pumped up about the product and will tell her manager about it.
11/1/18
-
@50 Seats on Product for Middle Point
-
@Middle Point
9
10/8/18
Edgewise
Niko Ortiz
New Team Onboard for Edgewise
EB
Evan Brooks
📥 Email
😐
Sat down with the Sit team and walked them through full demo
They seem ready to buy!
10/8/18
-
@New Team Onboard for Edgewise
-
@Edgewise
10
10/8/18
Boulevard Brewing Co
Kip Livingston
EMEA Expansion for Boulevard Brewing Co
EB
Evan Brooks
👜 Meeting
😡
Miko is looking for a way to store all of their videos - not sure if we're the right tool but I told her she should put the links in Coda to organize and create easy access - she wants more ability to store though, asked me to
10/8/18
-
@EMEA Expansion for Boulevard Brewing Co
-
@Boulevard Brewing Co
11
10/4/18
K Co
Miko Valentine
New Deal for K Co
JS
John Scrugham
👜 Meeting
😐
Quick check in with the team - all going well. Said they'll reach out with further questions and I don't need to keep scheduling calls with them to check-in
10/4/18
-
@New Deal for K Co
-
@K Co
12
9/12/18
Box.sq
Nicole Harrell
BBB Growth and Expansion for Box.sq
SM
Shishir Mehrotra
📞 Call
😀
Ferris had me pitch to the head of marketing - they would love to use Coda for their launch planning and event planning activities
That team will leverage us and Ferris as an internal expert to get up and running in the next few weeks - they definitely understood the value!
9/12/18
-
@BBB Growth and Expansion for Box.sq
-
@Box.sq
13
9/8/18
Boulevard Brewing Co
Kip Livingston
App - 60 seats for Boulevard Brewing Co
EB
Evan Brooks
👜 Meeting
😡
Did another demo for the team while checking in on their progress thus far
Team upset as they thought Coda would allow for smell-o-vision on desktop
9/8/18
-
@App - 60 seats for Boulevard Brewing Co
-
@Boulevard Brewing Co
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