Proposal● Strong4 days in stage
Value
$245,000
Probability
60%
Weighted
$147,000
Close date
Jul 30
Next step
Cost review meeting
Deal health — AI assessment
AIWhat's strong
Decision maker engaged on every thread. Budget confirmed in last meeting. Strong fit with prior Northwind project.
What's missing
No mobilization plan submitted. Procurement contact hasn't been looped in. Competitor (Meridian) referenced once.
Risk
Schedule is tight — 11 weeks vs. typical 14. Mitigation needed before final review.
Activity timeline
- Jun 17MeetingWalkthrough — Plant 3 office area
Captured by Microsoft 365 calendar. Recap drafted.
Contacts
- Hank WhitfieldPlant Manager · Day-to-day
Tasks
- No tasks.
Linked systems
- Egnyte folder/Pursuits/Pinnacle Manufacturing
- Jira projectCreated on win
- Microsoft 365Synced