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Activities

Activities

Date

Company

Contact

Deal

Rep

Type

Sentiment

Notes

Activity Name

1/24/19

Edgewise

Niko Ortiz

New Team Onboard for Edgewise

John Scrugham

📞 Call

😀

Wow - he is so excited

1/24/19 -

@New Team Onboard for Edgewise

⁠

@Edgewise

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12/10/18

Arrow & Dot

Isela Clayton

Website Redesign for Arrow & Dot

Evan Brooks

👜 Meeting

😐

Casual check in on their 2019 marketing plan

12/10/18 -

@Website Redesign for Arrow & Dot

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@Arrow & Dot

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11/19/18

K Co

Norene Mata

New Deal for K Co

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

⁠

11/14/18

Two Dudes Bakery

James Page

Develop System for Two Dudes Bakery

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

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11/5/18

Edgewise

Dorathy Knox

New Team Onboard for Edgewise

John Li

📞 Call

😀

Not a bad conversation. She left really excited.

11/5/18 -

@New Team Onboard for Edgewise

⁠

@Edgewise

⁠

11/4/18

Arrow & Dot

Isela Clayton

Website Redesign for Arrow & Dot

Joe DiMento

👜 Meeting

😐

Excited about the opportunity and not bought in to the vision

11/4/18 -

@Website Redesign for Arrow & Dot

⁠

@Arrow & Dot

⁠

11/4/18

Arrow & Dot

Shelly Hansen

Partnership Opportunity for Arrow & Dot

Evan Brooks

👜 Meeting

😡

Left the meeting midway. Felt like marketing was not what we are selling.

11/4/18 -

@Partnership Opportunity for Arrow & Dot

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@Arrow & Dot

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11/1/18

Middle Point

Myra Hickman

50 Seats on Product for Middle Point

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

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@Middle Point

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10/8/18

Edgewise

Niko Ortiz

New Team Onboard for Edgewise

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

⁠

10/8/18

Boulevard Brewing Co

Kip Livingston

EMEA Expansion for Boulevard Brewing Co

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

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@Boulevard Brewing Co

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10/4/18

K Co

Miko Valentine

New Deal for K Co

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

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@K Co

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9/12/18

Box.sq

Nicole Harrell

BBB Growth and Expansion for Box.sq

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

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9/8/18

Boulevard Brewing Co

Kip Livingston

App - 60 seats for Boulevard Brewing Co

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

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@Boulevard Brewing Co

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