Activities

Strong interest in full platform. Decision maker was engaged, wants to proceed to contract stage.

Discussed current pain points. Still evaluating competitors. Follow-up proposal needed.

Sent contract draft. Received thumbs-up reply, awaiting legal review.

QBR completed. Discussed expansion to 3 new sites. Opportunity logged.

Q2 planning still in flux, will reconnect in April.

POC kicked off. Assigned tech lead. Timeline: 3 weeks.

Sent security audit report. Awaiting acknowledgment.

Ready to sign. Legal approved all terms. Contract sent for e-sign.

Excellent demo session. Detailed proposal requested for 250-seat deployment.

Not picking up calls. Left voicemail. May be stalled — consider reassignment.

Renewal discussion initiated. Budget review in progress.

Architecture review doc sent. Carlos replied positively, scheduling call.

SOW presented and approved in principle. Final numbers to be confirmed by CFO.

Sent assessment questionnaire. Will regroup once completed.

Overdue invoice discussed — client is disputing charges. Escalated to finance.

Full platform demo including AI features. C-suite in attendance.

Intro materials and references sent. No reply yet.

Initial needs assessment. Requirements documented.

Discovery session. Pain points mapped. Competition identified: ConnectWise.

Quick check-in after initial demo. Confirmed timeline for procurement approval.