MY
Technical buyerRegulated
Snapshot
At a glance
- Owner
- Open pipeline
- $96,200
- Last touch
- Yesterday
- Open tasks
- 1 / 1
- Prefers
Next step
Send compliance whitepaper
Thu
- Sent proposal v2Pricing + SLA appendix attached. Opened twice.Jordan Reyes · 2h ago
- Discovery call (32m)Jordan Reyes · Yesterday
- Product demo with team of 4Jordan Reyes · 3d ago
- Shared security packetJordan Reyes · 1w ago
- Intro email acceptedJordan Reyes · 2w ago
- Created from inbound formSystem · 1mo ago
AI
Suggested next step
Marcus opened your proposal twice but hasn't replied. Send a one-line nudge referencing the SLA section — historically a 3.2× reply lift for this segment.
Meta
Record
- In CRM since
- Feb 2024
- Pronouns