QualifiedHigh Priority
Eleanor Sterling
Lead ID: #INT-28491 • Created Oct 12, 2023
Contact Intelligence
mail
Email Address
e.sterling@corporate.com
call
Phone Number
+1 (555) 293-4812
location_on
Location
Chicago, IL • CST
Private Notes
Client is highly motivated but concerned about the transition timeline.
By Mark T.2h ago
Sent initial discovery deck. Waiting for feedback on Slide 4.
By Mark T.Yesterday
Communication Flow
Outgoing Discovery Call
Oct 14, 10:30 AMDiscussed Q4 expansion goals. Lead mentioned a budget of $45k for the initial phase. Needs follow-up deck by Friday.
14 mins durationRecording Attached
Inbound Email: Request for Info
Oct 13, 4:15 PM"Could you please clarify the onboarding SLA for enterprise clients?"
Introductory Email Sent
Oct 12, 11:00 AMvisibilityOpened 3 times
Intake Vitals
Qualification Score84%
Status
Active
Source
Critical Documents
- check_circleSigned NDAdescription
- errorFinancial Statement
- cancelTax ID (W9)
- circleClient Questionnairecloud_upload