John Smith

Activity History

Follow-up Email

Sent updated proposal with revised pricing. John acknowledged receipt and said he will review with the team by end of week.

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Phone Call

Called to check in after initial proposal. John was unavailable; left voicemail requesting a callback.

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In-Person Visit

Site visit to Acme Plumbing office. Demoed the field automation module. John expressed strong interest and requested a formal proposal.

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Meet & Greet

Initial meeting at a local trade event. Exchanged contact information and agreed to schedule a follow-up demo.

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