Closed Lost
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Boat World
Closed LostProspectProspectBilling: InactiveClosed Lost
Next Action:Review Loss Reason & Consider Recycle
Contact Information
Role Ownership
Current stage: Closed
BDR
Connect & Qualify
D
Dylan EvansStrategist
Business Discovery
W
Wesley AtkinsonSeller
Presentation + Close
A
Ashlee JordanOnboarding
Launch & Implementation
J
Jacob MeyersAccount Manager
Ongoing Management
T
Tami FotoMove Stage
Discovery Criteria
Required before advancing to Presentation.
Goal
Target Audience
Budget Range
Appointment Status
Handoff Log
Closed LostClosed Lost
Seller · Michelle Eubank
Mar 31, 2026
Follow-Ups
MeetingMay 1, 2026
→ Ashlee Jordan
Outlook Events
No Outlook events logged. Use the naming convention: WXXV – [Type] – [Business Name]
Stage History
Closed Lost2d
Michelle Eubank
Mar 31, 2026
Deal Structure
Milestone Timeline
Appointment Set
Appointment Held
Discovery Completed
Presentation Delivered
Deal Closed
Onboarding Started
Campaign Live
Revenue LinesTotal: $3,000
FOXPitched$1,500
ChartLocalPitched$1,500Google Ads
Client Files
Boat World Integrated Marketing Proposal.pptx.pdf
ProposalPre-saleMichelle Eubank
Boat World.pptx (1).pdf
ProposalPre-saleMichelle Eubank
Stage Notes
No Prospect notes yet.
Calendar Events
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