Willow — Starter plan
LostActivity
Today
Note: Legal prefers our paper
Summary shared with the team.Sam Okafor
Email: Email to Oscar Brennan
Order formSam Okafor
Yesterday
Call: Call with Nadia Wong · 40 min
Pricing questionsSam Okafor
Note: Asked for a reference customer
Summary shared with the team.Sam Okafor
Jun 14, 2026
Task: Completed a task
Prepare the QBRSam Okafor
Task: Completed a task
Share the proposalSam Okafor
Jun 13, 2026
Note: Asked for a reference customer
Summary shared with the team.Sam Okafor
Task: Completed a task
Schedule a demoSam Okafor
Meeting: Meeting with Paula Mehta
Sam Okafor
Email: Email to Oscar Brennan
Proposal v2Sam Okafor
Jun 12, 2026
Stage change: Stage Negotiation → Lost
Sam Okafor
Jun 11, 2026
Task: Completed a task
Call backSam Okafor
Task: Completed a task
Update the close dateSam Okafor
Email: Email to Paula Mehta
Proposal v2Sam Okafor
Task: Completed a task
Call backSam Okafor
Task: Completed a task
Prepare the QBRSam Okafor
Stage change: Stage Proposal → Negotiation
Sam Okafor
Note: Asked for a reference customer
Summary shared with the team.Sam Okafor
Call: Call with Nadia Wong · 36 min
Pricing questionsSam Okafor
Jun 9, 2026
Stage change: Stage Demo → Proposal
Sam Okafor
Jun 7, 2026
Stage change: Stage Qualified → Demo
Sam Okafor
Note: Legal prefers our paper
Summary shared with the team.Sam Okafor
Jun 6, 2026
Email: Email to Paula Mehta
Order formSam Okafor
Email: Email to Paula Mehta
Next stepsSam Okafor
Email: Email to Paula Mehta
Next stepsSam Okafor
Note: Champion is moving teams in July
Summary shared with the team.Sam Okafor
Update: Created
Sam Okafor