Bluefin — Annual plan

OpenHigh priority

$48,000Closes Jul 13, 2026Maya AdamsCreated May 18, 2026

Activity

Jun 13, 2026

Meeting: Meeting with Eva Rossi
5:25 PM
Maya Adams
Task: Completed a task
9:59 AM
Schedule a demo
Maya Adams

Jun 9, 2026

Email: Email to Eva Rossi
2:26 PM
Proposal v2
Maya Adams

Jun 8, 2026

Task: Completed a task
7:29 AM
Send follow-up
Maya Adams

Jun 3, 2026

Email: Email to Ravi Rahman
8:30 PM
Next steps
Maya Adams
Task: Completed a task
4:54 PM
Schedule a demo
Maya Adams

Jun 2, 2026

Email: Email to Eva Rossi
11:46 AM
Next steps
Maya Adams

Jun 1, 2026

Stage change: Stage Demo → Proposal
6:16 PM
Maya Adams

May 31, 2026

Note: Legal prefers our paper
7:03 AM
Summary shared with the team.
Maya Adams

May 30, 2026

Task: Completed a task
2:59 AM
Schedule a demo
Maya Adams

May 28, 2026

Meeting: Meeting with Ravi Rahman
4:03 PM
Maya Adams

May 27, 2026

Email: Email to Dana Lee
9:22 PM
Order form
Maya Adams
Note: Asked for a reference customer
5:25 PM
Summary shared with the team.
Maya Adams
Note: Asked for a reference customer
5:26 AM
Summary shared with the team.
Maya Adams

May 26, 2026

Task: Completed a task
5:09 PM
Call back
Maya Adams
Task: Completed a task
1:13 AM
Schedule a demo
Maya Adams

May 25, 2026

Stage change: Stage Qualified → Demo
11:16 AM
Maya Adams

May 24, 2026

Note: Champion is moving teams in July
4:13 AM
Summary shared with the team.
Maya Adams

May 23, 2026

Email: Email to Eva Rossi
11:57 PM
Pricing questions
Maya Adams

May 20, 2026

Call: Call with Dana Lee · 28 min
11:42 PM
Discovery call
Maya Adams
Task: Completed a task
10:18 PM
Prepare the QBR
Maya Adams

May 18, 2026

Note: Budget approved for Q2
10:21 AM
Summary shared with the team.
Maya Adams
Update: Created
4:16 AM
Maya Adams