Harborview — Platform deal

LostHigh priority

$95,000Closed May 10, 2026Jon KimCreated May 14, 2026

Activity

Jun 13, 2026

Email: Email to Jamal Wong
5:26 PM
Next steps
Jon Kim
Note: Needs SSO before signing
2:28 AM
Summary shared with the team.
Jon Kim

Jun 10, 2026

Meeting: Meeting with Jamal Wong
7:21 AM
Jon Kim

Jun 9, 2026

Task: Completed a task
9:46 PM
Call back
Jon Kim
Email: Email to Ines Mensah
3:05 AM
Next steps
Jon Kim

Jun 8, 2026

Meeting: Meeting with Ines Mensah
1:29 AM
Jon Kim

Jun 7, 2026

Email: Email to Jamal Wong
9:03 PM
Next steps
Jon Kim
Email: Email to Jamal Wong
4:53 PM
Pricing questions
Jon Kim

Jun 5, 2026

Stage change: Stage Negotiation → Lost
6:56 AM
Jon Kim

Jun 3, 2026

Call: Call with Jamal Wong · 6 min
10:12 AM
Discovery call
Jon Kim

Jun 2, 2026

Call: Call with Ines Mensah · 24 min
7:46 AM
Check-in
Jon Kim

Jun 1, 2026

Meeting: Meeting with Jamal Wong
9:19 PM
Jon Kim

May 31, 2026

Task: Completed a task
7:57 AM
Schedule a demo
Jon Kim

May 30, 2026

Call: Call with Jamal Wong · 36 min
10:40 PM
Pricing questions
Jon Kim
Stage change: Stage Proposal → Negotiation
6:16 PM
Jon Kim

May 28, 2026

Email: Email to Jamal Wong
6:27 PM
Proposal v2
Jon Kim
Call: Call with Jamal Wong · 28 min
3:59 PM
Pricing questions
Jon Kim

May 27, 2026

Note: Asked for a reference customer
3:56 PM
Summary shared with the team.
Jon Kim

May 26, 2026

Call: Call with Ines Mensah · 41 min
6:22 AM
Check-in
Jon Kim

May 25, 2026

Stage change: Stage Demo → Proposal
5:36 AM
Jon Kim

May 24, 2026

Call: Call with Jamal Wong · 44 min
3:08 PM
Check-in
Jon Kim
Email: Email to Jamal Wong
9:28 AM
Order form
Jon Kim
Task: Completed a task
3:07 AM
Call back
Jon Kim

May 23, 2026

Email: Email to Jamal Wong
10:10 AM
Security questionnaire
Jon Kim

May 22, 2026

Email: Email to Ines Mensah
1:20 PM
Pricing questions
Jon Kim
Email: Email to Jamal Wong
2:39 AM
Pricing questions
Jon Kim

May 19, 2026

Stage change: Stage Qualified → Demo
4:56 PM
Jon Kim
Note: Budget approved for Q2
6:02 AM
Summary shared with the team.
Jon Kim

May 18, 2026

Call: Call with Jamal Wong · 19 min
3:19 AM
Technical deep dive
Jon Kim

May 16, 2026

Note: Budget approved for Q2
10:39 AM
Summary shared with the team.
Jon Kim
Email: Email to Jamal Wong
5:30 AM
Next steps
Jon Kim

May 14, 2026

Update: Created
4:16 AM
Jon Kim