| 2026-09-30 | Activity | Other Task (from next action) | Completed: f/u with Drew - group meeting? | β | Edit |
| 2026-08-17 | Activity | Phone Call (from next action) | Completed: Drew will arrange lunch meeting β their group did not meet this month; in the coming weeks he will check | β | Edit |
| 2026-07-09 | Activity | Phone Call (from next action) | Completed: call Drew to arrange meeting; text fitz if no response | β | Edit |
| 2026-07-08 | Activity | Other Task (from next action) | Completed: check w/ Drew, then Fitz about meeting β call Drew today | β | Edit |
| 2026-06-25 | Activity | Phone Call (from next action) | Completed: Call Drew to discuss meeting with Joe | β | Edit |
| 2026-06-25 | Stage | Stage: Qualification β Cultivation | | | |
| 2026-05-21 | Activity | In-Person Meeting (from next action) | Completed: Rotary club presentation β Completed 5/20 | β | Edit |
| 2026-05-21 | Activity | Phone Call (from next action) | Completed: Call Drew to discuss meeting with Joe β Completed 5/20 | β | Edit |
| 2026-05-21 | Activity | In-Person Meeting (from next action) | Completed: left Bruce VM 3/26 | β | Edit |
| 2026-05-18 | Activity | Phone Call (from next action) | Completed: Call Drew to follow up | β | Edit |
| 2026-05-11 | Activity | Email / Correspondence (from next action) | Completed: Set up meeting through Drew β Contacted on Monday | β | Edit |
| 2026-05-06 | Stage | Stage: Identification β Qualification | | | |