K
Contacts/Marcus Yates
MY
·Helix Biotech··ET · GMT-5
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
  1. Sent proposal v2
    Pricing + SLA appendix attached. Opened twice.
    Jordan Reyes · 2h ago
  2. Discovery call (32m)
    Jordan Reyes · Yesterday
  3. Product demo with team of 4
    Jordan Reyes · 3d ago
  4. Shared security packet
    Jordan Reyes · 1w ago
  5. Intro email accepted
    Jordan Reyes · 2w ago
  6. Created from inbound form
    System · 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