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Deals

Waypoint Travel · Onboarding package

Waypoint Travel · D-1017

LeadView on pipeline

Deal value

$75,000

Probability

10%

Expected close

Jan 24, 2027

Owner

Ana Whitfield

Stage

  1. Lead (current)

  2. Qualified

  3. Proposal

  4. Negotiation

  5. Won

Activity

  1. Call: Discovery call with Hannah

    Covered goals, timeline and current tooling.

    Ana Whitfield · Oct 31, 2026 (2 days ago)

  2. Email: Sent overview to Hannah

    Shared the product deck and two customer stories.

    Ana Whitfield · Oct 16, 2026 (17 days ago)

  3. Meeting: Demo for Hannah's team

    Walked through the workflow end to end.

    Ana Whitfield · Oct 1, 2026 (32 days ago)

  4. Call: Pricing call with Hannah

    Talked through seats, term and onboarding.

    Ana Whitfield · Sep 15, 2026 (sep 15)

  5. Email: Follow-up to Hannah

    Answered security and procurement questions.

    Ana Whitfield · Aug 31, 2026 (aug 31)

  6. Note: Deal created

    Source: Inbound. Added to the Lead stage.

    Ana Whitfield · Aug 16, 2026 (aug 16)

Notes

  • Main concern is migration effort. Offered a guided onboarding.

    Ana Whitfield · Aug 28, 2026

  • Champion is the head of operations. Needs a business case for finance.

    Ana Whitfield · Aug 19, 2026

Contacts on this deal
Tasks

  • Email

    Owner: Ana Whitfield
Details
Company
Waypoint Travel
Source
Inbound
Created
Aug 16, 2026
Age
78 days
Weighted value
$7,500