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16
All Engagements
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.
$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
$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
$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.
$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
$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
$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
$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
$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
$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
$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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