Ethan Carter
Lead ID: 123456
Joined 2 months ago
Contact Information
Lead Status
Status
Active
Last Contact
2 weeks ago
Conversation History
Initial Call
June 1, 2024
Spoke with Ethan. He is interested in the premium membership. Sent him the brochure. Follow up next week.
By: Alex Johnson
Follow-up Email
June 8, 2024
Sent a follow-up email with pricing details and a link to schedule a demo. He replied and scheduled a demo for Friday.
By: Alex Johnson
Demo Call
June 12, 2024
Conducted the demo. Ethan was very engaged and asked great questions. He is leaning towards the enterprise plan. Will send a proposal by EOD.
By: Sarah Miller