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Joe Wilson Cultivation

 Β·  Community  Β·  Priority: High  Β·  Capacity: $2,000,000
πŸ“‹ Log Activity 🀝 Record Pledge πŸ“„ Meeting Prep
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DueAction
2026-09-30Drew – gala invite for Joe
Activity & History + Log
DateKindWhatNotesCounts toward
2026-09-30ActivityOther Task (from next action)Completed: f/u with Drew - group meeting?β€”Edit
2026-08-17ActivityPhone Call (from next action)Completed: Drew will arrange lunch meeting β€” their group did not meet this month; in the coming weeks he will checkβ€”Edit
2026-07-09ActivityPhone Call (from next action)Completed: call Drew to arrange meeting; text fitz if no responseβ€”Edit
2026-07-08ActivityOther Task (from next action)Completed: check w/ Drew, then Fitz about meeting β€” call Drew todayβ€”Edit
2026-06-25ActivityPhone Call (from next action)Completed: Call Drew to discuss meeting with Joeβ€”Edit
2026-06-25StageStage: Qualification β†’ Cultivation
2026-05-21ActivityIn-Person Meeting (from next action)Completed: Rotary club presentation β€” Completed 5/20β€”Edit
2026-05-21ActivityPhone Call (from next action)Completed: Call Drew to discuss meeting with Joe β€” Completed 5/20β€”Edit
2026-05-21ActivityIn-Person Meeting (from next action)Completed: left Bruce VM 3/26β€”Edit
2026-05-18ActivityPhone Call (from next action)Completed: Call Drew to follow upβ€”Edit
2026-05-11ActivityEmail / Correspondence (from next action)Completed: Set up meeting through Drew β€” Contacted on Mondayβ€”Edit
2026-05-06StageStage: Identification β†’ Qualification
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