| 2026-09-01 | Activity | Email / Correspondence (from next action) | Completed: process response and determine next steps โ emailing with Julia | โ | Edit |
| 2026-08-28 | Activity | Other Task (from next action) | Completed: f/u w Jacob re warm connection | โ | Edit |
| 2026-08-28 | Activity | Phone Call (from next action) | Completed: follow up on letter, campaign brochure | โ | Edit |
| 2026-08-28 | Stage | Stage: Qualification โ Cultivation | | | |
| 2026-08-21 | Activity | Phone Call (from next action) | Completed: Jacob will get meeting with Tal, for warm intro | โ | Edit |
| 2026-08-17 | Activity | Other Task (from next action) | Completed: NM to call foundation โ need to complete letter and mail - drafted 8/17, mailed 8/18 | โ | Edit |
| 2026-08-11 | Activity | Other Task (from next action) | Completed: Ken will request meeting โ ken can't; NM to call | โ | Edit |
| 2026-07-09 | Activity | Other Task (from next action) | Completed: request introductory meeting thru Ken โ done - f/u with Ken via phone | โ | Edit |
| 2026-07-09 | Stage | Stage: Identification โ Qualification | | | |