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Activities

Activities

Date

Company

Contact

Deal

Rep

Type

Sentiment

Notes

Activity Name

1/24/19

Wow - he is so excited

1/24/19 -

@New Team Onboard for Edgewise

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@Edgewise

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12/10/18

Casual check in on their 2019 marketing plan

12/10/18 -

@Website Redesign for Arrow & Dot

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@Arrow & Dot

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11/19/18

Agenda is to review business plan and see if there is a solution fit.

11/19/18 -

@New Deal for K Co

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@K Co

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11/14/18

Want to talk about onboarding

F/U with her next week

11/14/18 -

@Develop System for Two Dudes Bakery

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@Two Dudes Bakery

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11/5/18

Not a bad conversation. She left really excited.

11/5/18 -

@New Team Onboard for Edgewise

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@Edgewise

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11/4/18

Excited about the opportunity and not bought in to the vision

11/4/18 -

@Website Redesign for Arrow & Dot

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@Arrow & Dot

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11/4/18

Left the meeting midway. Felt like marketing was not what we are selling.

11/4/18 -

@Partnership Opportunity for Arrow & Dot

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@Arrow & Dot

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11/1/18

Was totally pumped up about the product and will tell her manager about it.

11/1/18 -

@50 Seats on Product for Middle Point

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@Middle Point

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10/8/18

Sat down with the Sit team and walked them through full demo

They seem ready to buy!

10/8/18 -

@New Team Onboard for Edgewise

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@Edgewise

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10/8/18

Miko is looking for a way to store all of their videos - not sure if we're the right tool but I told her she should put the links in Coda to organize and create easy access - she wants more ability to store though, asked me to

10/8/18 -

@EMEA Expansion for Boulevard Brewing Co

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@Boulevard Brewing Co

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10/4/18

Quick check in with the team - all going well. Said they'll reach out with further questions and I don't need to keep scheduling calls with them to check-in

10/4/18 -

@New Deal for K Co

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@K Co

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9/12/18

Ferris had me pitch to the head of marketing - they would love to use Coda for their launch planning and event planning activities

That team will leverage us and Ferris as an internal expert to get up and running in the next few weeks - they definitely understood the value!

9/12/18 -

@BBB Growth and Expansion for Box.sq

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@Box.sq

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9/8/18

Did another demo for the team while checking in on their progress thus far

Team upset as they thought Coda would allow for smell-o-vision on desktop

9/8/18 -

@App - 60 seats for Boulevard Brewing Co

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@Boulevard Brewing Co

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