| Due | Action | ||
|---|---|---|---|
| 2026-05-07 | Call again | ||
| 2026-05-11 | Follow up call |
| Date | Type | Method | Notes |
|---|---|---|---|
| 2026-05-05 | Next Action Complete | โ | Completed: Phone call |
| 2026-05-05 | Next Action Complete | โ | Completed: Left VM |
| 2026-05-01 | Next Action Complete | โ | Completed: follow up list from meeting |
| 2026-04-23 | Next Action Complete | โ | Completed: prep for April meeting |
| 2026-04-21 | In-Person Meeting | In-Person | Meeting logged โ Group 1 ($250K+) |
| 2025-09-25 | In-Person Meeting | In-Person | Meeting logged โ Group 1 ($250K+) |